Our bigger locations that own multiple brands would like to utilize self-started cases currently this is difficult because it is all set up at the org level. I would like to be able to have a different link for each branch and those self-started c...
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.
Currently if you send a PC invite to someone, and if there's a typo in the email address, there's no way to know this. It would be helpful to notify the FD of the undeliverable email.
Guest
about 2 years ago
in Planning Center
0
Gathering interest
There have been multiple instances where families have reported that they were unable to access the document for signing. Since users are asked to create their signature/initials before seeing the form, I wonder if this is causing some concern and...
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 2 months ago
in Planning Center
0
Future consideration
Make Thumbnails to preview items uploaded in case file section
We need to see what the families are uploading at the same time. We currently have to download and save all of the files instead of the convenience of it being in one location.
As more funeral homes are utilizing the Planning center both remotely and during arrangements, it has come up that it would be very helpful for families to be able to sign documents while at the funeral home instead of the FD sending the signature...
Skorupski Funeral Home would like to have the ability to lock the files & photos page. They are concerned families may continue to load photos even after the videos are complete on the funeral homes end. They also want to have that ability bec...
Guest
about 1 year ago
in Planning Center
0
Gathering interest
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.