The Notification Center (Bell)

Find it in the bell icon at the top-right of the MonuDesk top bar. The Notification Center keeps you posted when work comes your way: an order assigned to you, a task on an order, a to-do someone else checked off on your order, an @-mention in a note, or an install that gets rescheduled. Notifications are personal: you only ever see your own.

The bell and unread badge

The bell sits in the top bar on every page. When you have unread notifications, a small red badge on the bell shows the count. If you have more than 99 unread, the badge reads 99+.

Hover the bell to open the panel, or click it to pin the panel open. Click the bell again, or click anywhere outside, to close it.

The notification panel

The panel is headed Notifications. Each notification shows the person who triggered it, a bold title, an optional preview of the note, and how long ago it happened (for example, "5 minutes ago"). Unread notifications have a light blue tint and a blue Unread dot.

Use the filter tabs at the top of the panel to narrow the list:

• All: every notification.

• Mentions: notes where you were @-mentioned.

• Assigned: orders and tasks assigned to you.

• Scheduling: installs that were rescheduled, and your reminders as they come due.

• Partners: activity from partner companies, such as price and cemetery requests, quote and drawing updates, and orders the monument company cancelled.

Below the tabs, a From: row of teammate avatars lets you filter by who triggered the notification. Tap an avatar to see only what that person did. If you have no notifications for the current filter, the panel reads Nothing here yet.

When the list is empty because of the From: filter, the panel spells that out instead: "No notifications from the people you filtered by. Customer actions from the portal have no team member behind them, so they are hidden while this filter is on." A Clear filter link under the message drops the person filter and brings the whole list back.

What triggers a notification

These five are the ones that reach you about your own orders. You are never notified about your own actions, only when someone else does one of these:

• Assigned to an order: someone assigns an order to you ("You were assigned to order #1234").

• Assigned a task: someone assigns you a to-do on an order ("You were assigned a task on order #1234").

• Task checked off: someone else checks off a to-do on an order assigned to you, for example "Jane checked off Foundation on ORD-1234". It shows under All. Ticking Check off the open to-dos in the Move to Completed dialog does not send these.

• Mentioned in a note: someone @-mentions you in an internal note ("You were mentioned in a note on order #1234"). The notification includes a short preview of the note.

• Install rescheduled: the date or time of a scheduled install changes on an order assigned to you ("Install for order #1234 was rescheduled").

Two more reach you on their own schedule:

• Reminder: a reminder you set comes due. The title reads Reminder, followed by who it is about, with the reminder text underneath. View opens it on your dashboard's Reminders tab, and Done with this reminder ticks it off from the bell.

• Order cancelled (partner companies): the monument company cancelled an order it shared with you, for example "Riverside Monuments cancelled order #1234. It will not go ahead. You can still find it under Archives on your board." Everyone at the partner company with access to the order also gets it by email.

New order from a partner (listed under the Order from a partner type) arrives when a partner sends you an order to produce. The order lands in your Quote stage with the full spec and no pricing.

Family requested changes to a drawing (listed under the Drawing changes type) arrives when a family uses Request changes on a drawing in the customer portal, for example "The Smith family requested changes to Drawing 1: 'Please make the dates bigger'". It goes to every active team member and to the order's assignee, and it shows under All. Click it to open the order on Notes & Files.

Family chose a quote option (listed under the Quote option chosen type) arrives when a family picks one of your quote options in the customer portal and presses Confirm Quote B, for example "Kim Smith confirmed Quote B on order ORD-1234", with the new total underneath. It goes to every active team member and shows under All.

Quotes accepted together (also listed under the Quote option chosen type) arrives when someone at your shop uses Accept both or Accept several on an order's quote options, for example "Jane Doe accepted Quotes A, B together on order ORD-1234", with the closed order numbers and the new total underneath. It goes to every active team member and shows under All.

Family accepted the order arrives when the family presses Accept & Sign under Accept Your Order in the customer portal: "Customer Kim Smith accepted the contract on order ORD-1234". It goes only to the person assigned to the order, so if nobody is assigned, nobody is notified. Assign your orders so someone hears about it. It shows under All.

Drawing reminder (listed under the Drawing reminder type) arrives when a confirmed order still has no drawing, for example "Order ORD-1234 still needs a drawing". It only comes when Enable Drawing Reminders is switched on in Settings → Order Alerts → Drawing Reminders, once the Drawing Reminder Window (days after the order was confirmed, 7 unless you change it) has passed. There is one per order, at 9:00 in your company's time zone, and it goes to the person assigned to the order. If nobody is assigned, everyone at the order's location gets it. It shows under All, and clicking it opens the order on Notes & Files.

New website lead arrives when a family sends a request from the form or MonuStudio on your website (MonuDesk Max). It shows the family's name, with their phone number or email and the start of their message underneath. It goes to every owner and to everyone who works at the location the lead landed in, and it shows under All. Click it to open the new quote. See Website Leads: Get Quotes from Your Website.

Bank payment returned arrives when the bank sends back a bank payment a family made in the customer portal, for example "Bank payment returned on order ORD-1234", with the amount, the payer and the bank's return code underneath: "The bank sent back the $500.00 bank payment from Kim Smith (code R01). The balance is open again." If the payment had already been booked, it is removed from the order's payments and its QuickBooks records are reversed for you. The notification then reads "…after it was booked, so it was removed from the order's payments and reversed in QuickBooks." If nothing was in QuickBooks, it leaves QuickBooks out. If the QuickBooks entry could not be reversed, it asks you to remove that entry in QuickBooks. It goes to the person assigned to the order. If nobody is assigned, everyone at the order's location gets it. It shows under All, and clicking it opens the order. Phone pushes for it follow the Orders switch on the Notifications card in Settings → Profile.

A single note that mentions three teammates creates three separate notifications, one for each person. Likewise, if one rescheduled install is linked to several orders, each order's assignee is notified.

To-dos that MonuDesk raises on its own do not ring the bell, even when they arrive already assigned. If you set a default owner for a to-do under Settings → To-Dos, that person's name is on the to-do badge from the moment it appears, but no notification is sent. Only a person handing a to-do to someone else triggers one.

Jumping to the source

Click a notification to go straight to what it is about. The notification is marked read automatically when you open it. Where you land depends on the type:

• Order assigned: opens the Orders board, filtered to your avatar, with the order card highlighted.

• Task assigned: opens the Orders board with the order card and the specific task highlighted.

• Task checked off: opens the Orders board, filtered to your avatar, with the order card and the checked-off task highlighted.

• Mentioned in a note: opens the order in a popup over your current page, on Notes & Files, with the mentioned note pulsing so you can spot it.

• Install rescheduled: opens the calendar on the Installations page, jumped to the month of the install. The calendar is a Pro feature, so on Basic the notification opens the order instead.

Replying to a mention

For mention notifications only, you can reply without leaving the panel. Hover the notification and click Reply to open a composer right there. Type your message, and type @ to mention more teammates, then send. Your reply is posted as an internal note on that order, and the row is marked read. Other notification types do not have a reply button.

Mentions on an order shared with a partner

On an order shared with a partner company, typing @ in a note lists that partner company's team alongside your own. Partner people are shown with their company name in brackets, for example Dennis [Childcompany], so you can tell the two rosters apart at a glance. Mention one and the notification lands in their own bell, in their own MonuDesk company.

It reaches you the same way coming back: when someone at the partner company mentions you in a note on that order, it arrives in your bell as an ordinary mention, with the note preview, and you can reply to it straight from the panel.

Marking notifications read

• One at a time: hover a notification and use the mail icon to toggle Mark as read or Mark as unread. Opening a notification also marks it read.

• All at once: when you have unread notifications, a Mark all read button appears at the top-right of the panel. It clears the badge.

Related articles:

• How Internal Notes Work

• How Order To-Dos Work

• How to Use the Installations Page