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Planning Center

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Adding hyper link to family messaging

It would be helpful to be able to add a hyper link in the messaging in the planning center. If we want to send a certain URL for a catalog or website, the family has to copy and paste into their browser versus clicking the link directly.
Guest 9 days ago in Planning Center 0 Gathering interest

Planning Center Receipt Verbiage Cash Sale Case Friendly

A funeral home reached out wondering if the planning center receipt could say "thank you for your payment", instead of saying "thank you for paying for payer's name services" because it was confusing their families that were paying on cash sales.
Guest 29 days ago in Planning Center 0 Gathering interest

If PC Editor is listed as Informant, make home address requred

Our experience with people filling out the PC has been that they rarely provide their home address...who knows why. This almost always requires that we follow up with the family to get it. My suggestion to remedy this is, if the PC Editor is ident...
Guest about 1 month ago in Planning Center 0 Gathering interest

Ask for how many Death Certificates

One of the main questions we have to ask families is how many copies of the Certifed Death Certificates they will need. It would be nice if this was one of the questions in the PC, along with a list of common institutions that need them. I'm not s...
Guest about 1 month ago in Planning Center 0 Gathering interest