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Notification of Approved Obit

We would like to be notified once the family has approved the Obit in case they don't call or email us to let us know.
Austin Flowers 20 days ago in Planning Center 0 Gathering interest

Adding File Folders to Files/Photos section

It would be very helpful if we were able to create file folders for the clients to be able to upload pictures or files using the planning center, but would allow us to sort those files on our side. Example: File 1 - Insurance Documentation, File 2...
Guest about 2 months ago in Planning Center 0 Gathering interest

Custom Fields: Add type to include Family and Friends

It coud be helpful if the Planning Center asked some additional questions of the family members... Maybe another tab on the Info page Viewing preferences Public Family only No viewing Would you like embalming for viewing purposes? Disclaimer: Emba...
Guest 20 days ago in Planning Center 1 Already exists

Add field for number of Death Certificates needed

One of the main questions a family has to answer is how many death certificates they will need. Please consider adding this field somewhere in the PC, so the family can choose a quantity. Additionally, a message should be shown providing informati...
Guest 6 months ago in Planning Center 1 New

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

Add ability for Purchaser(s) to view itemized breakdown of charges

It would be nice if Family/Friends who are designated as Primary Purchaser or Purchaser to be able to view a itemized breakdown of charges and applied payments from within the Planning Center.
Guest about 1 month ago in Planning Center 0 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

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

Print from the obituary

Currently using google to write obit when with family. It would be great to write the obit in passare and print from the passare obituary page for the families to look over before sending to papers etc.
Angela Gard 2 months ago in Planning Center 0 Gathering interest

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