What Each Order Card Shows
What you can see on an order card without opening it.
Written By Dennis Rodin
Last updated About 6 hours ago
Each order card on the board shows the customer name, order number, decedent name, cemetery name, a date label, balance due, and a task counter at the bottom. The date label changes based on the order's current stage: Draft Created for drafts, Quote Started for quotes, and Order Started for confirmed orders and beyond.
Next to the order number, a label shows the contact category: Retail (gray) for individual customers or Wholesale (blue) for Monument Companies, Cemeteries, Funeral Homes, or Other Business Types. Click the label to quickly change the contact's category. If there are multiple decedents, all names are shown.
To customize the to-dos on a specific order, click the settings button at the top right of the order card.
How to enable or disable to-do’s on an order
Enable or disable individual to-dos for that order. For example, if an order doesn't need a rubbing, you can turn that to-do off so it doesn't clutter the checklist.
Add custom badges by clicking + Add Custom Badge. These are custom to-do items for anything that isn't covered by the default checklist.
Note: If you want to configure your custom badges more in depth or set a to-do to always show regardless of order type so it appears on every order automatically, you can do so in Settings → Orders & Workflow.
Expanding and minimizing to-dos
At the bottom of each order card, you will see a task counter (for example, "0/11 tasks completed"). Click the counter to expand the card and see all to-dos with their current states. Click it again to collapse them. Your open/closed preferences are saved between sessions, so cards you expand will stay open the next time you log in.
Good to know
Most to-dos auto-activate based on what the order contains. Monument orders automatically get stone, stencil, and engraving to-dos. If the order has a porcelain, the porcelain to-do appears. If it's a service order, only the relevant service to-dos show up.
The settings icon at the top right of the individual order lets you override this for individual orders when you need to.
Learn more: How Order To-Dos Work, How to Configure Your Workflow Settings
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