Welcome Video per Funeral Director "Meet Your Director"
Michael Capehart from New Hope Funeral Home had an idea for the PC that I'm not sure is possible. A video intro from the assigned FD. So, we create a very short into video for each FD and make it accessible on the main page (or the side pane) for ...
Julie Hofmann
5 months ago
in Planning Center
0
Future consideration
Within the Planning Center, allow families to see the movement of their loved one throughout the care process.
For greater transparency, we would like to give families a way to see the movement of their loved one throughout the care process. The best place to provide this would be in the Planning Center.
Guest
about 2 months ago
in Planning Center
0
Future consideration
Chesnut Funeral Home mentioned when the funeral directors are signing a form for eSignature having an option for the funeral director to draw their signature like the family could be helpful.
Guest
about 1 year ago
in Planning Center
0
Future consideration
Planning Center Merchandise needed for Preneed Clients
Families love the Planning Center to quickly update information and view merchandise for selections. Currently, Merchandise tab is only available for at-need and imminent need cases. Preneed families especially are on the move and the merchandise ...
Becky Schrader
almost 2 years ago
in Planning Center
1
Future consideration
New Relationship Type - Great-Great-Grandchildren & Grandparents
Are we able to add great-great-grandchildren, great-great-grandson, great-great-granddaughter, great-great-grandparents, great-great-grandmother, and great-great-grandfather as relationship types? Currently, they can only be added by using "other".
Tarrence Price
about 1 year ago
in Planning Center
0
Future consideration
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 3 years ago
in Planning Center
0
Future consideration
Use Merchandise Section as a Virtual Casket Show Room
We have been brainstorming how to show caskets during in-person arrangements. Right now we use binders with printed pictures, which is ok. We have a computer in the arrangement room that uses a large tv as a monitor and we want to be able to show ...
Mara James
almost 2 years ago
in Planning Center
0
Future consideration
For death certificate purposes to families that are sent a Planning Center invite, could there be more required fields? As such that is required on the death certificate. i.e. parent info, address, etc.
Guest
over 1 year ago
in Planning Center
1
Future consideration
Impact Funeral Partners would like us to show the logo under the funeral director name in the Planning Center. Currently it is just the FD name and the name of the funeral home in plain text. They own 23+ locations and think it would be beneficial...
Julie Hofmann
about 1 year ago
in Planning Center
0
Future consideration
If PC Editor is listed as Informant, make home address requred
Our experience with people filling out the PC has been that they rarely provide their home address...who knows why. This almost always requires that we follow up with the family to get it. My suggestion to remedy this is, if the PC Editor is ident...
Michael Capehart
8 months ago
in Planning Center
0
Future consideration
