In Canada they need 3 major things for any family they are serving; drivers license number (if no license they need an identification card number), Health Number, and Social Insurance Number. We have all but the Drivers/ID Number so they would lik...
Add or Edit Family Email after Planning Center Invite Sent
Sometimes, families do not provide their email address right away, but still want the planning center invite. Once we meet with them and they provide us their email, it cannot be added to their profile as it is grayed out. Why is this and can this...
It would be nice to have the ability to lock case files so that families cannot upload any more photos/documents once we have downloaded them and started working on the media for the funeral. They would have to contact us directly to make those ad...
Guest
about 2 months ago
in Planning Center
0
Gathering interest
New Relationship Type - Great-Great-Grandchildren & Grandparents
Are we able to add great-great-grandchildren, great-great-grandson, great-great-granddaughter, great-great-grandparents, great-great-grandmother, and great-great-grandfather as relationship types? Currently, they can only be added by using "other".
Tarrence Price
5 months ago
in Planning Center
0
Future consideration
Allow Planning Center (Messaging) to be availble for Pre-need Cases.
The Planning Center "Messages" section allow for families to keep all correspondence centrally-located (in the Planning Center), avoid separate, external emails for correspondence. Presently, Messages are not able to be exchanged in a Pre-need cas...
Chesnut Funeral Home mentioned when the funeral directors are signing a form for eSignature having an option for the funeral director to draw their signature like the family could be helpful.
Guest
7 months ago
in Planning Center
0
Future consideration
Hello, I think that it would be useful for funeral directors if once a form was completed and signed for, they had the ability to add it to case files. Perhaps there can be a button to "add to case files" when you click the elipses or check the bo...
When sending forms for signature in eSignatures, there is the ability to choose more than one form to prepare and send at one time. If the email needs to be resent to those signers to sign those forms, as it is, only one document can be resent at ...
Jennifer Jenson
2 months ago
in Planning Center
0
Future consideration
Planning Center Merchandise needed for Preneed Clients
Families love the Planning Center to quickly update information and view merchandise for selections. Currently, Merchandise tab is only available for at-need and imminent need cases. Preneed families especially are on the move and the merchandise ...
Becky Schrader
about 1 year ago
in Planning Center
1
Future consideration
Clevland Funeral Home noted that when sending off documents for eSignature, the email that gets sent off to the family will have the logo and name of the organization. Could there be a way for this rather than to have the organization name, but ra...