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Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!

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  1. Include budgets in role permissions

    Budgets are missing from role permissions (read, create, edit, etc.). This should be an option when setting up a user (Manager/Corporate) with read-only permissions for other entries (Account, Contacts, etc.).

    1 vote

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  2. Add note to Search results stating the information is displayed in columns

    It would be helpful if there was a note stating that the search results are displayed in columns. It can cause confusion when you have an account, agency with similar names as at first glance it appears they're assocated with eachother when they are not.

    1 vote

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  3. Adding Activity Options

    on add activity - can you add other options ( like update deal status, date, etc)

    2 votes

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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Adding Multiple Activities

    For example if you have a total of 12 activities to enter for different Accounts, is there a way to only change the date and keep saved the same activity so I don't have to enter each one separately.

    3 votes

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  5. Client Facing Reporting tied to billing customers which AE's can access & share w/ their client to justify spend, increase or adjust spend

    Vendors they want data pulled from for Customer Facing Reporting:
    • Analytic Owl (I have contacts)
    • Veritone (I have contacts)
    • Simplifi
    • Recrue Media - https://recruemedia.com/
    • Gulf Coast Web - https://gulfcoastweb.com/

    1 vote

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    0 comments  ·  Custom Reporting  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Add 'download to my calendar' button to the Activity when using the “Schedule a Follow Up” button. Either that or remove the button

    Add 'download to my calendar' button to the Activity when using the “Schedule a Follow Up” button. Either that or remove the button.

    This is either a oversight or a very bad idea to not include the ability to add the activity to Outlook automatically. "Schedule a Follow Up" is a big friendly button placed right below the "+Add" button and yet if you use the former button you won't auto-add the activity to Outlook. It's therefore easy to miss a booked appointment.

    2 votes

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  7. Bring Salesperson Preview back to Monarch

    I'd like to see the Salesperson Preview brought back to Monarch to see the dollar/budget impact on potentially shifting and moving around accounts

    5 votes

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    3 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Pull a list of Notes

    It would be nice to have a way to include notes associated with each account when pulling an account list in List Builder. Being able to review a list of notes would be very helpful.

    1 vote

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  9. Be able to add the run dates for Deals

    It would be great to see the exact flight dates for the pending deals entered. This will help management price and update rate cards.

    1 vote

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  10. Report Totals Should be Included in the "Roll up Results By" option

    When I run a report, like the Forecast Report, and i choose to run Month +2 roll up by month, then each of my items will display by month for the current month + next 2 months.

    I need my total row to do the same thing. Currently it only displays a single total row for all months like the Lump Sum view.

    3 votes

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    gathering requirements  ·  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Ability to add email activities with MP3 audio files when using the Activity Integration vcard

    My Sales Reps are using the Activity Integration email and when sending emails with MP3 attachments , Monarch is not recording the email activity . Can we please add this file extension to the approved list when using the Activity Integration vcard? We were able to upload manually but the email attachment option would be great

    1 vote

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  12. Guests on Activities

    I am a manager. I'd like for my sales team to be able to assign me to activities like possibly creating an "other" activity type activity and then tell me to write the client a letter or to create a meeting and ask me to join them.

    1 vote

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  13. Have the years listed as columns in the Multi Year Sales History Report

    It would be nice to have the option to have the years in the Multi Year Sales History Report display as columns instead of having them stacked on top of each other in rows.

    1 vote

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  14. I want to be able to delete an Agency

    I created 2 prospect agencies incorrectly. I'd like them both removed.

    1 vote

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    1 comment  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Filtering Reports or Account List by Shared Accounts

    It would be great to be able to filter a report or the account list for shared accounts to see all the shared accounts and the salespeople working them.

    1 vote

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  16. On Pacing Report, add an option to show TY Pace and Weighted Forecast Change from X Date

    It would be helpful to see how the business on the books and the weighted forecast change over a selected period of time. For example, we currently go by AE, by Advertiser, by Media to determine changes week over week. The forecast change report isn't weighted yet, and doesn't have all the information the Pacing report does, so neither accomplish this yet.

    1 vote

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  17. Clear Filters button for Monarch Budget Filters

    Clear Filters button to reset filters applied to Monarch budgets

    1 vote

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  18. Budget Change Log Export Option

    Allow the ability to export budget change log

    1 vote

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  19. Quiet Account Alert for Prospects

    Would like to have the ability to filter the quiet account alert by Account Type

    1 vote

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  20. Ranking Report

    As a Manager I'd like to have a column on this Ranking Report where I can write my Notes, and be able to update those notes every time that I pull that Report. I'd like to be able to see the Top 50.

    1 vote

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