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Planning Center

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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...
Guest over 1 year ago in Planning Center 1 Already exists

A way for families to initiate Imminent Need case from our website

I am reworking our website "Planning" area as we are adding the Arrangement Guide, and it occurs to me that allowing families to initiate an imminent need case for their loved one from our website would be a very useful tool. They could even use i...
Holly Stammis about 2 years ago in Planning Center 0 Planned

Alternate sign-in options for families

Many 3rd party websites that I sign into allow me to sign in with my google/Facebook/outlook accounts. I could see that for many people, creating a new account for a short term use such as planning center could be a hang up. Is it possible to allo...
Holly Stammis over 2 years ago in Planning Center 0 Planned

alerts

It would be great if we would be alerted if a change had been made to a case.
Guest over 3 years ago in Planning Center 1 Already exists

Text Invite do not show in reporting and account details Page. Please Add

Currently in the account details page there is a collaboration center invite counter. This only includes email invites. The same goes for the system reporting. It would be ideal to be able to see when a sent invite is sent out.
Kelly Gilgenbach almost 4 years ago in Planning Center 0 Planned

Add "Send" Button in Messaging

Scott at Shelley Funeral Chapels was testing out the Messaging feature in the Planning (Collaboration) Center with a family member sitting with him. When the family member typed in the message, both Scott and the family member were expecting a "Se...
Guest about 4 years ago in Planning Center 0 Not being considered

Scrape self-started case form from website and send data to HubSpot

Kelly Gilgenbach over 4 years ago in Planning Center 0 Future consideration