Planning Center

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Tracking Completed Signatures

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...

Guest about 3 years ago in Planning Center 2 Already exists

2 VOTE

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 almost 4 years ago in Planning Center 1 Already exists

1 VOTE

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 10 months ago in Planning Center 0 Already exists

1 VOTE

Custom Fields: Add type to include Family and Friends

It coud be helpful if the Planning Center asked some additional questions of the family members... Maybe another tab on the Info page Viewing preferences Public Family only No viewing Would you like embalming for viewing purposes? Disclaimer: Emba...

Guest about 1 year ago in Planning Center 1 Already exists

1 VOTE

alerts

It would be great if we would be alerted if a change had been made to a case.

Guest almost 3 years ago in Planning Center 1 Already exists

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