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26 Vote

Preneed Collaboration

When will preneed and imminent cases be able to offer collaboration with families. ?

Created 27 Aug 08:22pm by Guest

Planning Center

2 Future consideration
16 Vote

Automatically lock the Case when Case is closed, so the family cannot make changes to an older Case.

We recently had a situation where a family member signed into the collaboration center to edit a new Case. However, they were on a case they had been invited to over two years ago and made alot of changes to it thinking it was for the new Case. Th...

Created 29 Apr 12:57pm by Guest

Planning Center

2 Planned
11 Vote

FH needs notification when documents are uploaded

When the family uploads documents within the collaboration center, the FD needs to receive a notification. I see this working similarly to the CC alerts, once an hour instead of every time in case the family is uploading 25 pictures. As we are usi...

Created 23 Mar 08:59pm by Guest

Planning Center

0 Planned
8 Vote

Support Page for Family Users

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 ...

Created 9 Jun 01:19pm by Sierra Chaffin

Planning Center

0 Planned
8 Vote

Digital selection room and consumer friendly displays

It would be great if there were a digital selection room and consumer friendly displays for inputting information during arrangements.

Created 5 Feb 03:02pm by Product Team

Planning Center

0 Planned
7 Vote

Blocking Text Invites

Need the capability to block a Collab Center text invite in the case that an incorrect number is entered. Sometimes there are disgruntled family members who accidentally get invited, hospitals may provide incorrect phone numbers, or there is an er...

Created 1 Oct 09:21pm by Jessie Goggans

Planning Center

0 Planned
5 Vote

Schedule Lock Obit

Would like a way to schedule locking the Obituary so that it will automatically be done and not forgotten so that family members cannot edit the obituary after the scheduled date.

Created 27 Mar 09:42pm by Guest

Planning Center

0 Planned
4 Vote

Easy way to respond to Families Emails

When a family sends us an email through the Planning Center, the email does not provide an easy way for us to respond if we are on the go. The only way is to log into Passare, locate the email address and email them back. It would be really helpfu...

Created 7 Dec 06:12pm by Guest

Planning Center

0 Planned
4 Vote

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.

Created 21 Feb 04:21pm by Product Team

Planning Center

0 Not being considered
3 Vote

Adding an export button for tukios.

We have families that choose to upload images fpr memorial video into the collaboration center and it places them in the case file. It would be easier/quicker/more efficient it there was a way to export these images directly into the Tukios Proga...

Created 2 Jun 06:50pm by Guest

Planning Center

0 Planned