Add Recent Desked Deals dropdown in New Desking
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Tyler Garven
In Legacy Desking when in a Desk, I can see the Open Desks that I have worked on today and navigate to those Deals from the Desking Tool.
In New Desking when in a Desk, I cannot see the Open Desks that I have worked on today and navigate to those Deals from the Desk. I have to exit the current desk to get back to all the deals that were desked and then find the one I want to open to re-access it.
We would like to bring back the functionality in Legacy Desking to have an icon to access and load previous desks worked on today when you are in a Desk.
Drew Adler
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This was released to New Desking today! A video walkthrough can be found here: https://www.loom.com/share/7c3cada6b8a549cf9498427a4bd125a5?sid=57e2b8df-4b2e-4236-b8be-24f3085a696e
Michele McCoy
Merged in a post:
Minimize a Desk Functionality
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Samuel Donaldson
Similar to Minimize a Customer Card, add the functionality to minimize a desk.
Michele McCoy
Hey, Samuel Donaldson, I wanted to follow-up to see if we can get more details on how you envision this feature working? Thank you!
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Samuel Donaldson
Michele McCoy absolutely, it would be super convenient to have a little minimize button in the desking tool same as you do on the customer card to shrink down the deal into the bottom but still have the name visible and be able to quick recall it. Just a little minimize button maybe over by the gear icon while desking is open or something like that!
Michele McCoy
Samuel Donaldson Okay, so you're looking to minimize a desk so it's stays readily available while you jump into another task?
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Samuel Donaldson
Michele McCoy yes, the exact same function as the minimize button when you have the customer card pulled up just available in the desking tool. Goes to the same place does the same thing just want to be able to click into it from there instead of having to click into the customer card to do it.
Michele McCoy
Samuel Donaldson: Thank you for clarifying!
Michele McCoy
Samuel Donaldson Thank you for your suggestion. To better understand your request for adding a minimize customer card button to the desking tool, could you please provide more details on how you envision this feature working?
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Jacob Coleman
gathering votes