We need to be able to have the branch phone number in the text message template for Planning Center invitations. @branch_phone_number exists in the email template but not for texts. French needs this because they have many locations.
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...
Anna Andrews
almost 2 years ago
in Planning Center
2
Planned
There are certainly instances where individuals in our care have been happily married more than one time and both spouses have passed away or one has, but is still important to note for the family. The ability to customize what appears in the Plan...
Veronica Penn Beattie
8 months ago
in Planning Center
0
Future consideration
PC Messages: Make text notifications more informative and link to mobile app if installed
Love the messaging in the PC and also the recent integration with the Mobile app. A couple of improvements I would like to suggest are: Text alerts be more informative.
Currently, it only provides a very generic message that there's a new mess...
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
8 months ago
in Planning Center
1
Not being considered
We have families that choose to upload images fpr memorial video into the collaboration center and it places them in the case file. It would be easier/quicker/more efficient it there was a way to export these images directly into the Tukios Progam.
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
9 months ago
in Planning Center
0
Future consideration
When a family sends us an email through the Planning Center, the email does not provide an easy way for us to respond if we are on the go. The only way is to log into Passare, locate the email address and email them back. It would be really helpfu...
0
Future consideration
0
Planned
