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COLLAB-I-198
COLLAB-I-198

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3 VOTE

Status Planned

Workspace Planning Center

Created by Guest

Created on May 8, 2023

RELATED IDEAS

Is there a way to send planning center invite from the funeral home? Not Passare. Many families lose invite and they can't find the email. It seems we have had many families that struggle with invite process. Also, is there a way that it doesnt end up in their spam folder? Lastly, could there be a section that families could could 'login' from our funeral home website as that is where they go to resign in?
Allow Planning Center (Messaging) to be availble for Pre-need Cases.
Add "Send" Button in Messaging
Having the bottom of the Planning Center Invite email customizable with Branch info
Allow all communication (messages, emails, notes) with family to be tied within the case
Collect eSignatures at Funeral Home
Messaging Allowed for All Case Types
Adding hyper link to family messaging
Add Funeral Home Phone to Text Template options
Support Page for Family Users

Messaging through Planning Center

In the instance that a funeral home would like to communicate with all family members, if there could be a way to send a message to all the family members in planning center.

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