How to Manage Contacts
Contacts is where you store every person or business you work with: retail customers, monument companies, cemeteries, funeral homes, and any other business partner. You find it in the sidebar between Orders and Settings.
Written By Dennis Rodin
Last updated 16 days ago
Contact categories
Every contact has a Category that controls how it is treated across the app:
Retail is the default category. These are your individual customers buying monuments for their family.
Monument Company is used for other monument dealers you sell to or work with.
Cemetery is used for cemetery offices you coordinate with.
Funeral Home is used for funeral homes that refer customers to you.
Other Business Type is used for any other business contact that does not fit the categories above.
Retail shows as a gray label on the order card. All other categories show as a blue Wholesale label on the order card next to the order number.
How to add a contact
Click the + New Contact button at the top right of the Contacts page. Fill in:
Full Name — the contact's name or company name.
Category — select from the dropdown. Retail is the default.
Email — the contact's email address.
Phone — the contact's phone number.
Address — street, city, state, zip.
Internal Notes — any notes about this contact. Only visible to your team.
Click Save Contact to save.
Searching and filtering
The search bar at the top lets you search by name, phone, or email.
The filter buttons let you show contacts by category: All, Retail, Monument Companies, Cemeteries, Funeral Homes.
The icons on the right switch between list view and grid view.
Editing or changing a contact's category
Click the edit icon on any row to open the contact and change any field, including the Category. This is useful when an order was created under the wrong category.
You can also do this directly from the Order Management board. Click the Retail or Wholesale label next to an order number and change the category. The order's label updates immediately, and the contact's category is updated everywhere else it appears.
How categories affect the Order Board
Orders from a Retail contact show a gray Retail label next to the order number.
Orders from any other category (Monument Company, Cemetery, Funeral Home, Other Business Type) show a blue Wholesale label.
You can also narrow the Order Management board to specific orders using the Filters control on the board. The available filters are stage, date, task, and customer type. The customer type filter uses the Retail/Wholesale label, so filtering for Wholesale brings up only orders from Monument Companies, Cemeteries, Funeral Homes, and Other Business Types. Combined with Smart Search this makes it easy to find, for example, all wholesale orders for a specific cemetery or all wholesale service orders.