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...
For death certificate purposes to families that are sent a Planning Center invite, could there be more required fields? As such that is required on the death certificate. i.e. parent info, address, etc.
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
5 months ago
in Planning Center
1
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.
Use Merchandise Section as a Virtual Casket Show Room
We have been brainstorming how to show caskets during in-person arrangements. Right now we use binders with printed pictures, which is ok. We have a computer in the arrangement room that uses a large tv as a monitor and we want to be able to show ...
Mara James
5 months ago
in Planning Center
0
Gathering interest
Add the ability for the Funeral Home to Lock the Planning Center Payments Page
Add the ability for the Funeral Home to Lock the Planning Center Payments Page. This way, the total that shows is correct. If the director is working on the contract and estimates are not final, they may make changes to the contract after the fami...
Julie Hofmann
about 1 month ago
in Planning Center
0
Gathering interest
One of the main questions a family has to answer is how many death certificates they will need. Please consider adding this field somewhere in the PC, so the family can choose a quantity. Additionally, a message should be shown providing informati...
Guest
almost 2 years ago
in Planning Center
1
Gathering interest