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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 4 years ago in Planning Center 2 Shipped

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 4 years ago in Planning Center 5 Shipped

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 almost 4 years ago in Planning Center 2 Shipped

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 about 4 years ago in Planning Center 0 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 almost 4 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 about 4 years ago in Planning Center 2 Shipped

Add identifiable funeral home name to Passare email address

Many families delete emails from Passare <[email protected]> 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 over 2 years ago in Planning Center 0 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 4 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 4 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 about 4 years ago in Planning Center 0 Shipped