Users would like the option to hide pages from the Planning Center. Sometimes certain pages are irrelevant, or just too much for grieving families. It would be helpful to toggle off PC pages per case, or select a default to hide a page from all ca...
Jessie Goggans
over 2 years ago
in Planning Center
1
Gathering interest
Allow all communication (messages, emails, notes) with family to be tied within the case
As a user, it would be helpful to be able to tie all our communication with the family to the case. So when we pull up the case, we can see all forms of communication (such as emails, messages, etc.) we have had with the family.
Product Team
about 4 years ago
in Planning Center
0
Not being considered
Our bigger locations that own multiple brands would like to utilize self-started cases currently this is difficult because it is all set up at the org level. I would like to be able to have a different link for each branch and those self-started c...
In the instance that a funeral home would like to communicate with all family members, if there could be a way to send a message to all the family members in planning center.
Change the icons to thumbnails on the files and photos page
It would be helpful for the family if they could view what photos they had loaded in the planning center under files and photos. Currenlty it just shows the file type but a thumbnail of the image would be more helpful. See screenshot.
Julie Hofmann
over 1 year ago
in Planning Center
0
Gathering interest
Currently if you send a PC invite to someone, and if there's a typo in the email address, there's no way to know this. It would be helpful to notify the FD of the undeliverable email.
Guest
about 2 years ago
in Planning Center
0
Gathering interest
Make Thumbnails to preview items uploaded in case file section
We need to see what the families are uploading at the same time. We currently have to download and save all of the files instead of the convenience of it being in one location.
Allow Payments Only Planning Center access for Cash Sale customers
Recently I had a cash sale customer who did everything over the phone and did not come into the office. When it came time to collect, I had to manually collect the CC info over the phone. It would have been nice to be able to provide an online lin...
As more funeral homes are utilizing the Planning center both remotely and during arrangements, it has come up that it would be very helpful for families to be able to sign documents while at the funeral home instead of the FD sending the signature...
Anna Andrews
about 1 year ago
in Planning Center
0
Gathering interest
The ability to upload more than one photo at a time would be very helpful to families. Also, families have asked why they can't see/or preview the photos they've uploaded, making it difficult to know if they've already uploaded a specific photo. M...
Guest
about 1 year ago
in Planning Center
1
Gathering interest