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Planning Center

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Allow Planning Center (Messaging) to be availble for Pre-need Cases.

The Planning Center "Messages" section allow for families to keep all correspondence centrally-located (in the Planning Center), avoid separate, external emails for correspondence. Presently, Messages are not able to be exchanged in a Pre-need cas...
Erik Huehns 4 months ago in Planning Center 0 Planned

Self-Started Cases by branch rather than org

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...
Madison Hicks about 1 year ago in Planning Center 1 Planned

Planning Center Display Name

Can there be a way to control how the decedent's name appears in the planning center? I spoke with a director recently who was needing the planning center name to reflect differently than their legal one, as the person didn't go by their legal nam...
Tarrence Price 5 months ago in Planning Center 0 Planned

A.I. Obituary Writer

Lately I have seen emails and articles regarding Artificial Intelligence Obituary Writing. This would be a fantastic feature to include in the Planning Center for families and funeral home staff to use.
JOEL WALTERS about 2 years ago in Planning Center 2 Planned

Family Arrangement Entry Form!!

The fastest and easiest way to input family/funeral info with the least amount of errors is to have the family either participate (Planning Center) OR watch a Funeral Director type the info into a computer during arrangments. I suggest a 'Passare ...
Steve Patterson 5 months ago in Planning Center 0 Planned

E-Signature Procedure Clarification

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...
Tarrence Price 12 months ago in Planning Center 0 Planned

Messaging Allowed for All Case Types

I had a call from Zarzycki Manor Chapel wanting to use the messaging feature for an imminent need case. They had several family members and emailing them all can become tiresome when having the message in one place would be more convenient.
Guest 7 months ago in Planning Center 0 Planned

Support Page for Family Users

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 almost 5 years ago in Planning Center 0 Planned

Digital selection room and consumer friendly displays

It would be great if there were a digital selection room and consumer friendly displays for inputting information during arrangements.
Product Team about 5 years ago in Planning Center 0 Planned

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.
Guest about 1 year ago in Planning Center 1 Planned