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
9 months ago
in Planning Center
0
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
7 months 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
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
7 months 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
over 1 year ago
in Planning Center
0
Future consideration
When sending forms for signature in eSignatures, there is the ability to choose more than one form to prepare and send at one time. If the email needs to be resent to those signers to sign those forms, as it is, only one document can be resent at ...
Jennifer Jenson
4 months 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
about 1 year ago
in Planning Center
1
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
over 2 years ago
in Planning Center
0
Future consideration
Many times, funeral directors are creating specific playlists for services, often using outside apps such as 'Spotify,' 'Pandora,' 'Apple Music,' etc. Many general social media apps can already connect to these music streaming platforms to allow f...
Guest
5 months ago
in Planning Center
0
Future consideration
Our pet family members want to be able to add their own information and can be great pre-need leads for our funeral home. We would like to be able to interact with them in the same way we interact with our families in the Planning Center To do thi...
Veronica Penn Beattie
10 months ago
in Planning Center
0
Future consideration
