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Planning Center

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Custom Video per Case Type and per Branch

Einan's at Sunset needs to be able to upload another custom video that is only on PreNeed case types in a specific branch. Currently you can only upload a custom video to AtNeed cases. The cutom video selections would need to be by Branch and by C...
Julie Hofmann over 1 year ago in Planning Center 0 Future consideration

Notify FD when Obituary is complete in PC

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 ...
Guest over 1 year ago in Planning Center 0 Already exists

Require Name at Birth for Mother and Wife

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 over 1 year ago in Planning Center 0 Future consideration

Add the closed caption feature for support videos

This will help those who need the closed caption feature to understand the platform.
Guest over 3 years ago in Planning Center 0 Planned

Update to video

The video in the planning center talks about starting on the collect tab but this has now changed to the gather tab!
Anna Andrews almost 2 years ago in Planning Center 0 Planned

When disposition type is cremation the planning center invitation shouldn't say: "help plan _____ funeral"

If the disposition type is cremation it should say help plan cremation, not funeral.
Guest almost 4 years ago in Planning Center 0 New

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 almost 2 years ago in Planning Center 1 Already exists

Tracking Completed Signatures

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...
Guest about 4 years ago in Planning Center 2 Already exists

Customizing Service Preference Questions

It would be very helpful if we could customize the questions in the Service Preferences tab of the collaboration center. As it is worded now, the question about ceremony only includes options for viewing or a graveside service where most families ...
Guest over 4 years ago in Planning Center 2 Not being considered

The invitation email and text needs to clarify that Funeral Homes will not receive responses.

There have been a couple of instances where the family has received the invitation email or text, and replied to it thinking the Funeral Home would receive the reply. That is not the Case. The Funeral Home isn't receiving information they may need...
Guest over 4 years ago in Planning Center 0 Planned