Allow all communication (messages, emails, notes) with family to be tied within the case
As a user, it would be helpful to be able to tie all our communication with the family to the case. So when we pull up the case, we can see all forms of communication (such as emails, messages, etc.) we have had with the family.
Product Team
about 4 years ago
in Planning Center
0
Not being considered
Hi. I love the Planning Center notifications. However, they are too frequent. It would seem that every time a family types something (even in the same field), it sends an alert. This is my assumption, because when going through the thread of notif...
Guest
over 2 years ago
in Planning Center
0
Future consideration
Almost every family that composes their obituary on the PC ends up calling to ask why the obituary they completed "yesterday" is not on our website. Well, that's because I didn't know they were finished with it. I often ask the families to let me ...
Almost every time a family completes the PC with us, they leave the Name at Birth blank on people where we need it. Those two people would be the mother of the decedent and the wife of a male decedent. Can we make those fields required, ONLY if a ...
Guest
about 1 year ago
in Planning Center
0
Future consideration
Custom Fields: Add type to include Family and Friends
It coud be helpful if the Planning Center asked some additional questions of the family members... Maybe another tab on the Info page Viewing preferences Public Family only No viewing Would you like embalming for viewing purposes? Disclaimer: Emba...
There should be some kind of notification or indicator of completed signatures so a family knows when they are done (i.e., 4 of 5 Complete, etc.). This would help when viewing on a phone or smaller screen where all documents to sign are not readil...