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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

Merged
Preneed contracts would benefit from Collaboration link, especially in Covid times - people do not want to meet in person.
Guest over 3 years ago in Planning Center 0 Shipped
1 MERGED

Pre-Need access to the Collaboration Center

Merged
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 2 years ago in Planning Center 0 Shipped