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Planning Center

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It would be nice if we could customize the Collaboration Center to meet our Funeral Home needs.

It would be nice if we could customize the Collaboration Center to meet our Funeral Home needs. Specifically related to the Vital information that we are requesting. We don't need the extensive information such as parent info, where they were born...
Guest about 3 years ago in Planning Center 5 Shipped

Download Multiple Photos/Files in Collaboration

Would like to be able to download multiple photos or files shared by the family from the Collaboration Center. When the family uploads 50+ photos for a video tribute, these all have to be downloaded one by one which is very tedious and time consum...
Guest about 3 years ago in Planning Center 3 Shipped

Improved photo/document uploading in the Collaboration Center

User Story As a user, Specifications Uploading photos and documents from collaboration center. Will there be an easier process vs. having to upload each photo/document individually?
Guest over 3 years ago in Planning Center 2 Shipped

Highlight or Asterisk Fields in the Collaboration Center that are necessary

We would like to be able to clearly point out what fields we need the family to fill out in the Collaboration Center. If we could asterisk or highlight the fields we always need filled out from the family that would make it less overwhelming to th...
Guest about 3 years ago in Planning Center 1 Shipped

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.
Guest about 3 years ago in Planning Center 0 Shipped

The order of the tabs across the top and how to save work done on obituary

In the collaboration center it would be helpful if the tabs ended with the obituary. it would follow the same flow as the FD side of Passare if you did that. In addition, it is confusing for families who are working on the obituary to know that co...
Guest over 3 years ago in Planning Center 0 Shipped

Add the Obituary photo to the cases files

Whether the family or the funeral homes uploads an obituary photo, it would be nice to see this file in the case files section. Currently it can only be found on the obituary page
Kelly Gilgenbach almost 3 years ago in Planning Center 1 Shipped

a way to "download all" on files uploaded by the family

I have been having issues with sending tukios upload link, and the family being confused and adding all of the photos to the planning center instead.
Guest about 2 years ago in Planning Center 0 Shipped

Order of Menu Options - Less Overwhelming

Robert at Justen Funeral Homes has implemented use of the Collaboration Center and has received feedback from multiple families that they are overwhelmed when they access the Menu options and don't know where to start. He suggests having Biographi...
Guest about 3 years ago in Planning Center 0 Shipped

Collaboration Center Menu Option Lost on Smaller Screens

Robert at Justen Funeral Homes has implemented use of the Collaboration Center and has received feedback from multiple families that they could not easily locate where to get started because the "Menu" button is difficult to find on smaller screen...
Guest about 3 years ago in Planning Center 0 Shipped