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Planning Center

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Preneed Collaboration

When will preneed and imminent cases be able to offer collaboration with families. ?
Guest over 3 years ago in Planning Center 2 Planned

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...
Guest over 2 years ago in Planning Center 2 Planned

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...
Guest over 2 years ago in Planning Center 0 Planned

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 ...
Sierra Chaffin over 2 years ago in Planning Center 0 Planned

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.
Product Team almost 3 years ago in Planning Center 0 Planned

Add identifiable funeral home name to Passare email address

Many families delete emails from Passare <no-reply@passare.com> because they think they are spam. I verbally explain to families the invitation will not say Thomas McAfee, and they always ask why not. After experiencing this issue multiple t...
Guest about 1 year ago in Planning Center 0 Planned

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 Progam.
Guest over 1 year ago in Planning Center 0 Planned

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...
Guest about 2 years ago in Planning Center 1 Planned

Please provide instructions to esignature recipients. The first thing they encounter says sign here. There should be an explanation that they are creating a signature to apply to documents after review.

This will provide more of a comfort level for clients signing. The first page should not say Sign Here when there is no attached documents and no other information.
Guest 4 months ago in Planning Center 0 Planned

Add the closed caption feature for support videos

This will help those who need the closed caption feature to understand the platform.
Guest over 1 year ago in Planning Center 0 Planned