There should be some kind of notification or indicator of completed signatures so a family knows when they are done (i.e., 4 of 5 Complete, etc.). This would help when viewing on a phone or smaller screen where all documents to sign are not readil...
Example: Say my dad passed away 5 years ago, the funeral home sent me an invite to the collaboration center and I used it for my dad....yesterday a different family member passed away, the funeral home sent me a collaboration center invite (using ...
Sierra Chaffin
almost 4 years ago
in Planning Center
0
Planned
Text Invite do not show in reporting and account details Page. Please Add
Currently in the account details page there is a collaboration center invite counter. This only includes email invites. The same goes for the system reporting. It would be ideal to be able to see when a sent invite is sent out.
Kelly Gilgenbach
almost 4 years ago
in Planning Center
0
Planned
It would be very helpful if we could customize the questions in the Service Preferences tab of the collaboration center. As it is worded now, the question about ceremony only includes options for viewing or a graveside service where most families ...
Guest
about 4 years ago
in Planning Center
2
Not being considered
The invitation email and text needs to clarify that Funeral Homes will not receive responses.
There have been a couple of instances where the family has received the invitation email or text, and replied to it thinking the Funeral Home would receive the reply. That is not the Case. The Funeral Home isn't receiving information they may need...
Scott at Shelley Funeral Chapels was testing out the Messaging feature in the Planning (Collaboration) Center with a family member sitting with him. When the family member typed in the message, both Scott and the family member were expecting a "Se...
Guest
about 4 years ago
in Planning Center
0
Not being considered
Ability to add a custom video in Collaboration Center
As a user, I would like the ability to add a custom video or a link to the video in the collaboration center. It would be great to be able to put something like a "Meet the Funeral Director" video to allow families to get to know us a little bette...
Product Team
about 4 years ago
in Planning Center
1
Already exists
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