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Planning Center

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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 almost 5 years ago in Planning Center 0 Not being considered

Adding a space for notes in Planning Center between family and FD

I had a FH suggest that there be a field in the Planning Center where FDs and Families can exchange notes. I think this would be a great way to have less emailing between these parties. Also so families can write notes to each other when they live...
Anna Andrews almost 3 years ago in Planning Center 3 Planned

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 about 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

Add the closed caption feature for support videos

This will help those who need the closed caption feature to understand the platform.
Guest almost 4 years ago in Planning Center 0 Planned

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

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 about 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 about 2 years ago in Planning Center 0 Planned