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Planning Center

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Notifications should be filtered

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 almost 3 years ago in Planning Center 0 Future consideration

On obituary, have where we can email obituary to newspapers directly from the obituary we write.

No description provided
Guest almost 3 years ago in Planning Center 1 Planned

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 almost 2 years ago in Planning Center 0 Already exists

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

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 almost 2 years ago in Planning Center 0 Future consideration

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

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

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 about 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