Need to be able to import agencies the same way accounts can be imported.

This is a minor request but it would be fantastic if there were easier ways to read notes in the activities section. Right now, no matter how you format the notes, everything runs on one line. Showing the use of the enter/return button AND bullet points would be a great way to review notes for clients!

Currently reps are adding activities, naming them for accounts, but, since it is not required, sometimes not adding account names. As a result, there are a number of orphan, non associated activities. On a top level this is giving us a false view of account contact. Activities and Accounts need ALWAYS to be linked.

When adding a contact, can you auto format a number? If I add a number to Outlook, all I need to do is enter the 10 digits, hit enter or tab forward, and the software automatically formats the number with parenthesese and dash.

I would like to see the difference between what we have pending this year and what we booked last year for our churn accounts. I also want to be able to sort by the "Difference" column to easily find where the biggest losses due to churn are occurring.

I would like to be able to export a contact mailing list that will show all the advertiser contact information and the last date billed.

When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.

Leave street address populated when linking contacts to accounts/agencies

I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.

The Term " HISTORY OF ACCT" should appear within the acct profile page instead of showing Activity/Contact/Details, etc..This is helpful for newcomers using Monarch.

it would be very helpful if we could tag a manager in a note and the system alerted them that they have been tagged like in Zendesk Sell.

freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder witin a report

freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder within a report

Hello. Would it be possible to add Rev Type, to the hierarchy, of the Activity Impact Report? For me, the functionality would be extremely helpful in measuring new business data specifically.

After making changes to accounts, the system automatically brings you back to page 1 regardless of what page the change was made. Can it be fixed so that when you go back after the change, you are brought back to where you were??

When viewing an activity in a account profile and then wanting to add another activity from there, why doesn't the account profile name autofill? There have been times that I will find an activity in my calendar with no customer associated with it because I neglected to do reselect the client in the account search box (my bad, but could this be avoided?). If it isn't possible to do this, then could it be possible for the activity to be rejected because there is no name associated with it forcing you to do an account search before saving activity?

We need a master list of advertising agencies. New reps will save time know who is already doing business at the station.

In Monarch you can add a priority to each account. However, priority is not a filter in the reports. Account priority should be available as both a hierarchy and a filter in reports where it makes sense.

On behal of Becki Noel (Gray):

User wants Budget locked for all, including Managers.

http://monarchhelp.matrixformedia.com/a/tickets/255048