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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 rather the branch the case is assigned to.
Good news, this is already possible! In the settings area, under Planning Center > Branding, each branch has a pair of settings where you can choose to use the branch's name and/or logo instead of the organization name and logo in the Planning Center, which includes eSignature correspondence. Hope that helps!
Hi there,
I wanted to let you know that this functionality already exists! The email sent for eSignatures follows the brand settings for the Planning Center, which can be customized by branch. You can update the branding by going to Settings (gear icon in the top right) > Planning Center > Branding.
Let us know if you have any other questions!
Josh McQueen - VP of Marketing & Product
Thank you for bringing this to light. We are new to Passare, but I think this would be appreciated by many colleagues where there might be multiple branches (with different) branch names within an organization who wish to maintain the individuality/familarity with the specific branch funeral home (names) in given communities.