Desking Manager spot for customer cards. | Feature Requests

Desking Manager spot for customer cards.

Patrick Huynh

Is there a way to add Desking Managers to deals. That way we can edit which managers are going to be pushed to CDK and be populated onto paperwork?

Shelby Parker

Thanks for raising this, Patrick Huynh — totally get why having a Desking Manager tied to the deal would matter if it’s what gets pushed to CDK and shows up on paperwork. To make sure we’re thinking about this the right way: at what point in your process do you need to assign or update the Desking Manager (when the deal is created, right before the CDK push, or right before paperwork)? And should it be a single Desking Manager per deal, or do you need to pick from multiple and control which one actually gets sent to CDK? Lastly, is the main goal to avoid the wrong manager being pushed to CDK, to ensure the correct name prints on paperwork, or both?