In the instance that a funeral home would like to communicate with all family members, if there could be a way to send a message to all the family members in planning center.
Example: Say my dad passed away 5 years ago, the funeral home sent me an invite to the collaboration center and I used it for my dad....yesterday a different family member passed away, the funeral home sent me a collaboration center invite (using ...
Sierra Chaffin
over 3 years ago
in Planning Center
0
Planned
We have families that choose to upload images fpr memorial video into the collaboration center and it places them in the case file. It would be easier/quicker/more efficient it there was a way to export these images directly into the Tukios Progam.
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.
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.
When a family sends us an email through the Planning Center, the email does not provide an easy way for us to respond if we are on the go. The only way is to log into Passare, locate the email address and email them back. It would be really helpfu...
Adding a space for notes in Planning Center between family and FD
I had a FH suggest that there be a field in the Planning Center where FDs and Families can exchange notes. I think this would be a great way to have less emailing between these parties. Also so families can write notes to each other when they live...
0
Planned
3
Planned
