June 2024
- Configure which fields on Deals can be seen and edited
- Associate Product Lines to Deals
- Reports: No longer need to manually select Customers
- Scorecards Dashboard
- Initiative Financial Plan Dashboard
- Meetings Dashboard
- Customer Goals: Classifications now available
- Role-Based Security: Stakeholders, Mutual Objectives, and Initiatives now optional
- Stakeholder Search: Search Results show if Stakeholder already exists in Valkre
- Stakeholder Search: Default Search on Customer ID