The fastest and easiest way to input family/funeral info with the least amount of errors is to have the family either participate (Planning Center) OR watch a Funeral Director type the info into a computer during arrangments. I suggest a 'Passare ...
Hello, I think that it would be useful for funeral directors if once a form was completed and signed for, they had the ability to add it to case files. Perhaps there can be a button to "add to case files" when you click the elipses or check the bo...
Tarrence Price
about 1 month ago
in Planning Center
0
Planned
I had a call from Zarzycki Manor Chapel wanting to use the messaging feature for an imminent need case. They had several family members and emailing them all can become tiresome when having the message in one place would be more convenient.
Sometimes it can be easy to overlook signature and initial fields during the signing process. The blue button in right hand corner will tell you that there is missing information when you hover over it, but it doesn't tell you exactly what. I thin...
Allow Preferences Questions to be different based on the Client Service Type of a case
For funeral homes that serve several types of families and have a wide range of case types, it would be good to be able to change the preference questions in the Planning Center based on the Client Service Type chosen in the case. This way, if the...
Our bigger locations that own multiple brands would like to utilize self-started cases currently this is difficult because it is all set up at the org level. I would like to be able to have a different link for each branch and those self-started c...
There have been multiple instances where families have reported that they were unable to access the document for signing. Since users are asked to create their signature/initials before seeing the form, I wonder if this is causing some concern and...
Lately I have seen emails and articles regarding Artificial Intelligence Obituary Writing. This would be a fantastic feature to include in the Planning Center for families and funeral home staff to use.
Make Thumbnails to preview items uploaded in case file section
We need to see what the families are uploading at the same time. We currently have to download and save all of the files instead of the convenience of it being in one location.
0
Planned
1
Planned
