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Workspace Planning Center
Created by Guest
Created on Aug 27, 2019

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Preneed Collaboration

When will preneed  and imminent cases be able to offer collaboration with families. ?

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    • YVONNE SERSCH
      Reply
      |       Mar 16, 2021

      This is greatly needed - the sooner the better.

    • Lisa Hughes
      Reply
      |       Jun 3, 2020

      We definitely should be able to offer preneed collaboration. I hope we are able to do this soon.

    2 MERGED

    Collaboration Center Invite Link for Preneeds

    Preneed contracts would benefit from Collaboration link, especially in Covid times - people do not want to meet in person.
    Guest over 4 years ago in Planning Center 0 Shipped
    1 MERGED

    Pre-Need access to the Collaboration Center

    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 ...
    Guest over 3 years ago in Planning Center 0 Shipped