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Stage for Quotes that Need Cemetery Visit to Finish Quote

Feature Request

I tried to create a stage that includes orders still in the quote stage, but need a cemetery visit before the quote can be finished. The system does not allow for moving this new quote stage before the order confirmation stage. When I moved the quote to the stage just after the confirmation stage, it automatically showed that payment was given in full. I can’t change this. Can these 2 things be fixed?

Posted by Scott Cahrenger ·
Status: Completed1 comment

Comments1

  • Dennis Rodin

    Team•

    Jun 16

    Hi @Scott Cahrenger thanks for taking the time to write this up!

    Good news: you don't need a separate stage for this. Since it's still a quote, the simplest way to flag a pending cemetery visit is to add a to-do right on the quote itself. Open the order management page, find your order, click the little settings (gear) button at the top right, and add a to-do called "Must visit cemetery." That keeps the reminder front and center while the order stays exactly where it belongs, in the quote section. :)

    I'd steer you away from moving it past the confirmation stage. Once a quote crosses

    confirmation, MonuDesk treats it as a confirmed order, which is why it flipped to paid in full.

    And if you keep it under ‘quotes’ it wont skew your analytics by counting an unfinished quote as something different.

    Give the to-do a try and let me know if that covers it!