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Planning Center

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E-Signatures - Case Files

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 14 days ago in Planning Center 0 Planned

eSignature Email

Clevland Funeral Home noted that when sending off documents for eSignature, the email that gets sent off to the family will have the logo and name of the organization. Could there be a way for this rather than to have the organization name, but ra...
Guest 29 days ago in Planning Center 2 Already exists

Messaging Allowed for All Case Types

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.
Guest 24 days ago in Planning Center 0 Planned

Option to send Planning Center correspondence to one email.

Most funeral homes have an info@ email address, and it has become apparent that a great many of them would like the option to send all planning center messages to the info@ address. Having this option would allow the funeral directors to still rec...
Marshall Brooks 3 months ago in Planning Center 0 Already exists

Show Org/Branch Logo under FD Name

Impact Funeral Partners would like us to show the logo under the funeral director name in the Planning Center. Currently it is just the FD name and the name of the funeral home in plain text. They own 23+ locations and think it would be beneficial...
Julie Hofmann about 1 month ago in Planning Center 0 Gathering interest

New Relationship Type - Great-Great-Grandchildren & Grandparents

Are we able to add great-great-grandchildren, great-great-grandson, great-great-granddaughter, great-great-grandparents, great-great-grandmother, and great-great-grandfather as relationship types? Currently, they can only be added by using "other".
Tarrence Price about 2 months ago in Planning Center 0 Gathering interest

Funeral Director Signature

Chesnut Funeral Home mentioned when the funeral directors are signing a form for eSignature having an option for the funeral director to draw their signature like the family could be helpful.
Guest 4 months ago in Planning Center 0 Future consideration

Planning Center Merchandise needed for Preneed Clients

Families love the Planning Center to quickly update information and view merchandise for selections. Currently, Merchandise tab is only available for at-need and imminent need cases. Preneed families especially are on the move and the merchandise ...
Becky Schrader 11 months ago in Planning Center 1 Future consideration

E-Signature - Required Fields

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...
Tarrence Price 6 months ago in Planning Center 2 Planned

E-Signatures Multiple Owners

Sam Busalacchi with Vertin called and said they are needing for E-signatures to be able to assign fields to specific family members. He said that DocuSign does this, but Vertin is planning on leaving them soon, and just use us exclusively. Are we...
Tarrence Price 2 months ago in Planning Center 0 Future consideration