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Planning Center

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When "send invite" box is checked, send as email AND text

When I select "send planning center invite" box on family and friends page it should send as a text and/or email. Right now you have to turn on automatic text invites to send it as a text. Some funeral homes do not want the automatic invites but d...
Madison Hicks almost 2 years ago in Planning Center 0 Gathering interest

Adding a space for notes in Planning Center between family and FD

I had a FH suggest that there be a field in the Planning Center where FDs and Families can exchange notes. I think this would be a great way to have less emailing between these parties. Also so families can write notes to each other when they live...
Anna Andrews almost 2 years ago in Planning Center 3 Planned

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

Add Closed Captioning/Subtitles Option to Planning Center Default Video

It may be rare, but in the situation where a family member is deaf, they'd certainly benefit from being able to read the subtitles. Additionally, it may help family members read the detail as they're hearing them, and it would give anyone the capa...
Guest about 1 year ago in Planning Center 0 Gathering interest

Notifications should be filtered

Hi. I love the Planning Center notifications. However, they are too frequent. It would seem that every time a family types something (even in the same field), it sends an alert. This is my assumption, because when going through the thread of notif...
Guest about 2 years ago in Planning Center 0 Future consideration

Centralize Planning Center Invites

Can we move all Planning Center invites (text & email) to a single page? There are currently 3 different pages where to send invites to family, depending if they are texting (First Call/F&F) or emailing (Collaboration). The inviting proces...
Jessie Goggans about 2 years ago in Planning Center 0 Gathering interest

Notify FD when Obituary is complete in PC

Almost every family that composes their obituary on the PC ends up calling to ask why the obituary they completed "yesterday" is not on our website. Well, that's because I didn't know they were finished with it. I often ask the families to let me ...
Guest about 1 year ago in Planning Center 0 Already exists

Stop automatically sending Planning Center invites to informant

Often times, an informant's contact info is added in Passare before the funeral director calls the family. When families receive an invitation to the planning center before we discuss the platform with them, they are often confused and taken back ...
Guest about 1 year ago in Planning Center 0 Gathering interest

Informant-Require mailing address

If on the Passare side, we designate someone as the Informant, and that same person is a PC user, can we figure out a way to require their mailing address? Almost every time, they leave it blank.
Guest about 1 year ago in Planning Center 0 Gathering interest

Require Name at Birth for Mother and Wife

Almost every time a family completes the PC with us, they leave the Name at Birth blank on people where we need it. Those two people would be the mother of the decedent and the wife of a male decedent. Can we make those fields required, ONLY if a ...
Guest about 1 year ago in Planning Center 0 Gathering interest