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1. Bring Salesperson Preview back to Monarch

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   3 comments  ·  Matrix » General UI  ·  Delete…  ·  Admin →
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   Bryan Meyers commented  ·  June 07, 2018  ·  Edit…  ·  Delete…

   In our previous versions of Matrix there was a tool that we could use to simulate moving of accounts and creating a new AE list. I really liked this module, but now it has been removed from Monarch!

   Please bring this back as now I need to filter the Multi-Year Sales History report, download it to Excel, and remove the rows that are not needed..not very fun at all!

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   Bryan Meyers supported this idea  ·  June 07, 2018