How to Set Up Order Deadline Alerts

Make order cards change color as their promise date gets close, so the jobs that need attention stand out on the Order Management board. Set this up in the Order Deadline Alerts card on Settings → Order Alerts, under Workflow & Pipeline. The same page holds Quote Price Guarantee and Drawing Reminders.

How the colors work

A card turns yellow when the promise date is inside your yellow window, red when it is inside your red window, and a deeper overdue red once the promise date has passed. When more than one applies, overdue beats red, and red beats yellow. The colors are for work in progress, so an order that is Completed, cancelled or archived does not show them.

Dismissing an overdue alert

An order whose promise date has passed shows a red strip across the top of its card, for example Overdue · 3d past promise date. When the job is in hand and you want the card back to normal, dismiss the alert without changing the date:

1. Click the X on the strip (Dismiss alert). On a computer it appears when you hover the strip; on a phone or tablet it is always visible.

2. In Dismiss alert?, click Dismiss.

The alert disappears from the card on the board, on your phone, and from the Scheduling card in the order's side panel. The order's Activity Timeline records "[name] dismissed the overdue alert". To bring the alert back, click Recover on that timeline entry, which records "[name] restored the overdue alert". Changing the promise date also brings it back. The X and Recover are there for people who can edit orders.

If a card is turning red for a deadline you never gave

A card only changes color when the order has a promise date on it, and the promise date is only ever the one you set.

Saving a quote does not copy the end of the install window into the promise date. Pressing one of the installation window's quick-add spans (+1mo, +1.5mo, +2mo, +3mo or +6mo, under Quick pick) does set one: it fills in the window and puts the promise date on the window's last day. The field carries a small Last day of date range or Manual badge, so you can always see where the date on an order came from.

To take a promise date off an order you already have, open the order and click the small x on the promise date in the scheduling panel on the right, or clear it in Edit Order → Cemetery & Logistics. The removal sticks. The card goes back to its normal color as soon as the date is gone, and the empty slot shows a dashed Select promise date card you can click whenever you want to set a real one.

Setting your thresholds

Choose how many days out each warning starts:

• Yellow alert defaults to 14 days before the promise date.

• Red alert defaults to 7 days before the promise date.

Tick or untick Enabled next to Enable Order Deadline Alerts to turn the colors on or off for the whole company, then click Save Alert Settings. With it off, every card keeps its normal background no matter how close the promise date is.

Drawing reminders on the same page

The Drawing Reminders card, further down the same Order Alerts page, flags a confirmed order that still has no drawing a set number of days after it was confirmed. The card gets a violet strip reading No drawing for N days, or a violet pill when a deadline strip is already showing. See How Drawing Reminders Work.

Related articles:

• How to Set Up Card Display

• What Each Order Card Shows

• Understanding the Order Board