Pencil tool to recall pencils
under review
J
Jeremy Behar
The pencil tool should be able to recall pencils without having to go back into the entity to click deal. Take that extra step away so we can work with 3 advisors quickly all at once.
M
Matt Charske
FYI. If you are in a pencil, there are 3 dots in the upper right. click those and then click desk history. I think that is exactly what you are asking for. Maybe not
J
Jacob Coleman
under review
J
Jacob Coleman
HI Jeremy, thanks for the feedback! Are you referring to the "Load" button that you click after clicking on a previous desk version?
Shelby Parker
Hiya Jeremy Behar, thanks for this post! I have a few more questions for you:
- Can you please elaborate on the current process of recalling pencils? What steps are involved?
- Could you provide more details on how you envision the improved process with the pencil tool?
- What is the impact of the current process on your work with the 3 advisors? How would the proposed change improve your workflow?