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Planning Center

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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

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 almost 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 over 3 years ago in Planning Center 1 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 over 3 years ago in Planning Center 3 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 over 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 over 3 years ago in Planning Center 0 Shipped

PICTURES

There is no information on how to upload pictures on the collaboration center. We tell families then can upload pictures on the site and there are no directions to do that. Makes me look like an idiot.
Guest almost 4 years ago in Planning Center 0 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

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 almost 4 years ago in Planning Center 5 Shipped

Collaboration Save Buttons

Change the "Continue" button at the bottom of some pages to say "Save". There are times where the family lost their progress in the Collab Center due to this verbiage not being clear it will save their progress, and no fail-safe when navigating aw...
Jessie Goggans almost 4 years ago in Planning Center 0 Shipped