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.
It would be very helpful if we were able to create file folders for the clients to be able to upload pictures or files using the planning center, but would allow us to sort those files on our side. Example: File 1 - Insurance Documentation, File 2...
Guest
almost 2 years ago
in Planning Center
0
Future consideration
A text box needs to have the ability to wrap to the next line. Right now I can type in a long text and it extends out of the box and can't be read easily. Does not look professional. We need the ability to have multiple lines of text in a text box.
Guest
4 months ago
in Planning Center
1
Not being considered
Add ability for family to assign roles in Planning Center
Funeral Homes would like the family to have the ability to assign roles (specifically Pallbearer, Honorary PB, Urnbearer) in the planning center when adding family & friends on the family page in Planning Center.
Madison Hicks
5 months ago
in Planning Center
0
Future consideration
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 4 years ago
in Planning Center
0
Planned
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...
0
Future consideration
