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Planning Center

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Change the icons to thumbnails on the files and photos page

It would be helpful for the family if they could view what photos they had loaded in the planning center under files and photos. Currenlty it just shows the file type but a thumbnail of the image would be more helpful. See screenshot.
Julie Hofmann over 1 year ago in Planning Center 0 Shipped

Allow Payments Only Planning Center access for Cash Sale customers

Recently I had a cash sale customer who did everything over the phone and did not come into the office. When it came time to collect, I had to manually collect the CC info over the phone. It would have been nice to be able to provide an online lin...
Guest 11 months ago in Planning Center 0 Shipped

Allow multiple photos to be uploaded at one time

The ability to upload more than one photo at a time would be very helpful to families. Also, families have asked why they can't see/or preview the photos they've uploaded, making it difficult to know if they've already uploaded a specific photo. M...
Guest about 1 year ago in Planning Center 1 Shipped

Add the Obituary photo to the cases files

Whether the family or the funeral homes uploads an obituary photo, it would be nice to see this file in the case files section. Currently it can only be found on the obituary page
Kelly Gilgenbach almost 4 years ago in Planning Center 1 Shipped

a way to "download all" on files uploaded by the family

I have been having issues with sending tukios upload link, and the family being confused and adding all of the photos to the planning center instead.
Guest almost 3 years ago in Planning Center 0 Shipped

Order of Menu Options - Less Overwhelming

Robert at Justen Funeral Homes has implemented use of the Collaboration Center and has received feedback from multiple families that they are overwhelmed when they access the Menu options and don't know where to start. He suggests having Biographi...
Guest almost 4 years ago in Planning Center 0 Shipped

Collaboration Center Menu Option Lost on Smaller Screens

Robert at Justen Funeral Homes has implemented use of the Collaboration Center and has received feedback from multiple families that they could not easily locate where to get started because the "Menu" button is difficult to find on smaller screen...
Guest almost 4 years ago in Planning Center 0 Shipped

PICTURES

There is no information on how to upload pictures on the collaboration center. We tell families then can upload pictures on the site and there are no directions to do that. Makes me look like an idiot.
Guest almost 4 years ago in Planning Center 0 Shipped

Collaboration Save Buttons

Change the "Continue" button at the bottom of some pages to say "Save". There are times where the family lost their progress in the Collab Center due to this verbiage not being clear it will save their progress, and no fail-safe when navigating aw...
Jessie Goggans about 4 years ago in Planning Center 0 Shipped