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COLLAB-I-224
COLLAB-I-224

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1 VOTE

Status Planned

Workspace Planning Center

Created by Julie Hofmann

Created on Jun 26, 2024

RELATED IDEAS

Having the bottom of the Planning Center Invite email customizable with Branch info
Messaging through Planning Center
The invitation email and text needs to clarify that Funeral Homes will not receive responses.
Allow Planning Center (Messaging) to be availble for Pre-need Cases.
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?
Add "Send" Button in Messaging
When disposition type is cremation the planning center invitation shouldn't say: "help plan _____ funeral"
Show Org/Branch Logo under FD Name
eSignature Email
Add identifiable funeral home name to Passare email address

Add Funeral Home Phone to Text Template options

We need to be able to have the branch phone number in the text message template for Planning Center invitations. @branch_phone_number exists in the email template but not for texts. French needs this because they have many locations.

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