How to Manage Contacts

Contacts is where you store every person and business you work with: retail customers, monument companies, cemeteries, funeral homes, and other partners. Find it in the sidebar, between Orders and Settings.

The Contacts page uses a master/detail layout: pick a contact from the list on the left and its full details open on the right. On mobile, tap a contact to open its full-screen detail view.

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.

• Family is another business category, treated the same as the wholesale categories above.

Retail shows as a gray label on the order card. Every other category (Monument Company, Cemetery, Funeral Home, Other Business Type, and Family) shows as a blue Wholesale label on the order card next to the order number.

If you have Enable wholesale pricing turned on in Settings → Inventory, quotes for these wholesale contacts use your wholesale prices automatically. How Inventory Works

How to add a contact

Click the + New Contact button at the top of the Contacts page. Fill in:

• Full Name: the contact's name or company name.

• Category: select from the dropdown. Retail is the default.

• Location: if your company has more than one office, choose where the contact belongs. Retail contacts pick a single location; wholesale contacts can pick several or All Locations. This field only appears when your company has more than one office.

• 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, email, or decedent name. The placeholder reads "Search name, phone, email, decedent". Type a deceased person's name to find the contacts linked to an order for that person.

Plot owners are now searchable, reusable contacts too. When you record a plot owner on an order, they are saved as a contact you can find here and reuse on future orders instead of re-entering their details.

The filter chips below the search bar narrow the list by category. There is an All chip plus one chip for each category: Retail, Monument Company, Cemetery, Funeral Home, Other Business Type, and Family.

Connected orders

Open a contact and find the Orders section to see every order linked to them. Each order shows:

• The order number with the full name(s) of the deceased on the line beneath it, so you can tell orders apart at a glance.

• A stage badge showing where the order sits in your pipeline.

• A payments summary reading "{n} payment(s) · ${total} received". This counts only the payments you have marked as received.

• Clickable file chips. Click one to open that document in a new tab.

Payments and files appear nested under each order in the Orders section. The separate Payments and Files sections lower down the contact detail are still "coming soon" placeholders. If they look empty, that is expected, because the real data lives under each order. If a contact has no orders yet, you will see "No orders linked to this contact yet."

Locations for wholesale contacts

If your company has more than one office, you can control which locations a contact belongs to. This whole feature is hidden for single-office companies. You will not see any location field.

• Wholesale contacts (any category except Retail: Monument Company, Cemetery, Funeral Home, Other Business Type, and Family) get a Locations multi-select. Check the specific offices the contact works with, or choose All Locations to make the contact visible in every office, including ones you add later.

• Retail contacts use a single-office picker. Pick the one location the contact belongs to.

You can set the location when you add a contact, and change it any time by editing the contact. The per-row location label was removed from the list, so location now shows only in the contact's detail view.

Contacts are scoped to the offices you can access. A contact appears in your list only if it is set to All Locations, its home office is one you can access, or it has an explicit membership in one of your offices. If you try to open or save a contact outside your accessible offices, you will see an "Access denied" message. Existing contacts keep their original office until a wholesale contact is edited to use multiple locations.

Editing or changing a contact's category

Open any contact to 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, and Family) 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 your wholesale contacts. Combined with Smart Search this makes it easy to find, for example, all wholesale orders for a specific cemetery or all wholesale service orders.

Related articles:

• How to Fill In Client Information

• Understanding the Order Board