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AE's and Managers need the ablity to export the chart associated with the report. · gathering requirements
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Filtering by Revenue Type on Pods · completed
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Have the ability for data cards to be user defined · completed
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Drag and drop functionality for data cards · declined
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Account details · completed
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if we get logged out due to inactivity, let us know before we start keying data into an open window only to find out · completed
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Allow phone number fields to accept extensions · completed
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Account Ranking Queries · declined
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Add Project list to activities · completed
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Create a report to find accounts that are billing for one outlet or group of outlets but not for the other outlets · completed
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Customize a Data Card to see only the persons (AEs, or Manager) · gathering requirements
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Make it possible to select multiple activities at once to "complete."
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Bring Salesperson Preview back to Monarch
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AR Data should include current
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How often is our data updated? · completed
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Save Project as Data Card
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Add a forecast section to the Revenue Summary Report · declined
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Data cards - Manager and User View Toggle
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Reassign the office on a deal when the account's office is reassigned · gathering requirements
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Allowing to automatically Zero out or Undo mistakes on budgets