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Planning Center

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E-signature text wrapping

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 11 months ago in Planning Center 1 Not being considered

Add the name suffix to the name of the invited person on the Connect and Collaborate email.

This would be useful to show exactly who is being addressed.
Guest 12 months ago in Planning Center 0 Planned

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 about 1 year ago in Planning Center 0 Future consideration

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 5 years ago in Planning Center 0 Not being considered

Messages - Also notify Secondary Arranger

It would be most helpful if the Secondary Arranger on a case could receive Message notifications when the family leaves messages in the PC.
Guest about 1 year ago in Planning Center 1 Already exists

Lock Files & Photos Page in Planning Center

Skorupski Funeral Home would like to have the ability to lock the files & photos page. They are concerned families may continue to load photos even after the videos are complete on the funeral homes end. They also want to have that ability bec...
Guest about 2 years ago in Planning Center 0 Future consideration

Add the AI Obituary tool to the Planning Center

Making the AI Obituary writer available for families to use in the Planning Center would be a very valuable tool.
JOEL WALTERS about 1 year ago in Planning Center 0 Planned

Add the ability for the Funeral Home to Lock the Planning Center Payments Page

Add the ability for the Funeral Home to Lock the Planning Center Payments Page. This way, the total that shows is correct. If the director is working on the contract and estimates are not final, they may make changes to the contract after the fami...
Julie Hofmann about 1 year ago in Planning Center 0 Future consideration

Checklist to Show in Imminent Need cases

I typicaly have to change my imminent cases (HOSPICE) to at-need because families are not able to see the CHECKLISTS in the planning center. This is VITAL for families that want to start everything. Please add the abiltity to see the checklists no...
Guest about 1 year ago in Planning Center 0 Already exists

Add ability for Purchaser(s) to view itemized breakdown of charges

It would be nice if Family/Friends who are designated as Primary Purchaser or Purchaser to be able to view a itemized breakdown of charges and applied payments from within the Planning Center.
Guest over 2 years ago in Planning Center 0 Planned