In Canada they need 3 major things for any family they are serving; drivers license number (if no license they need an identification card number), Health Number, and Social Insurance Number. We have all but the Drivers/ID Number so they would lik...
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
Sometimes it can be easy to overlook signature and initial fields during the signing process. The blue button in right hand corner will tell you that there is missing information when you hover over it, but it doesn't tell you exactly what. I thin...
Hello, I think that it would be useful for funeral directors if once a form was completed and signed for, they had the ability to add it to case files. Perhaps there can be a button to "add to case files" when you click the elipses or check the bo...
Clevland Funeral Home noted that when sending off documents for eSignature, the email that gets sent off to the family will have the logo and name of the organization. Could there be a way for this rather than to have the organization name, but ra...
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
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
It would be nice to have the ability to lock case files so that families cannot upload any more photos/documents once we have downloaded them and started working on the media for the funeral. They would have to contact us directly to make those ad...
