đź’ˇ Share your Ideas!
It would be nice if we could customize the Collaboration Center to meet our Funeral Home needs. Specifically related to the Vital information that we are requesting. We don't need the extensive information such as parent info, where they were born, date of passing, where they passed away, where they were buried, etc. Nor do we collect the spouses birth date, birth place, wedding date, etc. While the Collaboration Center is a great feature, the numerous questions can be extremely overwhelming for families in their time of crisis. If we had the ability to simplify the items we are requesting that would be wonderful.
Some lists for the collaboration center I was able to create, I think under check lists and note if they are to appear in collaboration center. Like what to bring to arrangements or follow-up items, etc. We should be able to customize the vitals similarly. OR another approach is that only highlighted items are required the others would be optional but the Admin set these.
I requested a while ago for the Admin to be able to specify those fields throughout the database that are required and those remaining as optional. So that a director would be notified if they have a required field left blank otherwise, we'd never get cases complete.
We've been hoping that this could be a reality -- we've held back rolling out the Collaboration Center with our families out of concern that some of the information gathered might cause confusion.
I totally agree with the comments, we need a streamlined, easy to use, client friendly collaboration center. It has been 4 years, and it is still bogged down with a lot of clutter.
Yes, all that extra information is NOT needed and just clutters up the page.
Yes, other than parent names all that other stuff is NOT needed. It just botches up the page with un-needed items.