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COLLAB-I-142
COLLAB-I-85
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Status
New
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Workspace
Planning Center
Created by
Guest
Created on
Jan 12, 2021
RELATED IDEAS
Having the bottom of the Planning Center Invite email customizable with Branch info
The invitation email and text needs to clarify that Funeral Homes will not receive responses.
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?
Planning Center Receipt Verbiage Cash Sale Case Friendly
Under planning center, can pre need cases please have the preference questions listed too. For some reason, that tab is not listed for Pre-needs.
Allow Planning Center (Messaging) to be availble for Pre-need Cases.
Add Funeral Home Phone to Text Template options
Allow Preferences Questions to be different based on the Client Service Type of a case
Customizing Service Preference Questions
Messaging through Planning Center
When disposition type is cremation the planning center invitation shouldn't say: "help plan _____ funeral"
If the disposition type is cremation it should say help plan cremation, not funeral.
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