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
almost 5 years ago
in Planning Center
0
Not being considered
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
over 4 years ago
in Planning Center
2
Not being considered
A text box needs to have the ability to wrap to the next line. Right now I can type in a long text and it extends out of the box and can't be read easily. Does not look professional. We need the ability to have multiple lines of text in a text box.
Guest
6 months ago
in Planning Center
1
Not being considered
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
over 4 years ago
in Planning Center
0
Not being considered