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In New Jersey it is required that you have the Manager or Supervisor name listed any where the name of the funeral home is listed, this includes documents and emails. Currenlty when sending a Planning Center invitation the funeral home name, address, and URL post at the bottom but we need to add a name to that. Please see attachment.
Hey, did you know that you can create your own custom messages for Planning Center email and text invitations? You sure can.
This can be done in Passare/Organization/Planning Center/Templates. Here you will find a few fields to add for automatic population of personal names of client and director for each case. You can easily add names of Managers or Supervisors, License numbers, and just about anything you want to send in these messages.
Attachment for this idea