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Status Shipped
Workspace Planning Center
Created by Guest
Created on Aug 5, 2021
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit COLLAB-I-3 Preneed Collaboration.

Pre-Need access to the Collaboration Center Merged

I think it would be extremely beneficial if cases listed as pre-need's had access to the collaboration center. Often times we will send a form out to a family prior to their pre-arrangement appointment that allows us to get some basic information to keep on file; this information is very similar to what the collaboration center offers users to fill in. I think several funeral homes have an online pre-plan form that is accessible from their website so if there was a way to integrate this collaboration center to allow people to begin a case for someone who is looking for future services, it would be extremely beneficial. Often times we find ourselves receiving these forms and having to transfer the information into a case. Integrating these two items will help alleviate having to use several platforms as opposed to just Passare. Thank you!