Practifi Settings

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Settings that define the core configuration of Practifi. Config settings can be defined across the entire Practifi instance, applied to specific user profiles or applied to specific users.

Practifi Settings is divided into three sections:

  • Basics: basic configuration of the Practifi instance.
  • Integrations: enable and configure integrations with partner applications.
  • Styling: define colours used in the user interface. Colours can be specified using hexadecimal codes (e.g. #008080), RGB codes (e.g. 0, 128, 128) or named HTML colours (e.g. Dark Cyan).

Custom Field Label & API Name

Type

Description

Basics

Logo

cloupra__Logo__c

Text (30)

The name of the static resource used as the logo for the org.

Standard Work Hours

cloupra__Standard_Work_Hours__c

Number (2,2)

The number of hours in a standard work day. Used to calculate effort in tasks.

Task Due Date Default Interval

cloupra__Task_Due_Date_Default_Interval__c

Number (3,0)

The default due date interval for manually created tasks.

Enable Task Assignment Notification

cloupra__Enable_Task_Assignment_Notification__c

Checkbox

Enables a task assignment email notification when a task is created or its owner changed.

Default Record Owner

cloupra__Default_Record_Owner__c

Text (18)

The ID of the user to be assigned ownership for records created via integrations, such as website enquiries.

Division Label Singular

cloupra__Practice_Label_Singular__c

Text (25)

The singular label used to describe a division within a multi division organisation, e.g. division, office, branch, practice, etc.

Divsion Label Plural

cloupra__Practice_Label_Plural__c

Text (25)

The plural label used to describe a division within a multi division organisation, e.g. divisions, offices, branches, practices, etc.

Enable Feed Template

cloupra__Enable_Feed_Template__c

Checkbox

Enables the ability to create notes in the feed from predefined note templates.

Enable Tax

cloupra__Enable_Tax__c

Checkbox

Enables tax handling for services.

Enable Productivity Features

cloupra__Enable_Productivity_Features__c

Checkbox

Enables the capture and calculation of actual and estimated cost and effort for process steps and tasks.

Enable Service Delivery

cloupra__Enable_Service_Delivery__c

Checkbox

Enables a service delivery features on Service Types.

Integrations

Enable Match My Email

Enable_Match_My_Email

Checkbox

Enable the Enable Match My Email integration for Practifi.

Enable Docusign

cloupra__Enable_Docusign__c

Checkbox

Enables the Docusign integration.

Enable Campaign Monitor

cloupra__Enable_Campaign_Monitor__c

Checkbox

Enables the Campaign Monitor integration.

Conga URL Parameters (Client)

cloupra__Conga_URL_Parameters_Client__c

Text (255)

Additional Conga URL parameters to apply when Conga is launched for a client.

Conga URL Parameters (Policy)

cloupra__Conga_URL_Parameters_Policy__c

Text (255)

Additional Conga URL parameters to apply when Conga is launched for a policy.

Praemium Access Code

cloupra__Praemium_Access_Code__c

Text

Visible when ‘Enable premium’ field is enabled, Access code for Praemium single sign on.

Praemium SSO End Point

cloupra__Praemium_SSO_End_Point__c

Text

Visible when ‘Enable premium’ field is enabled.

Praemium ServiceID

cloupra__Praemium_ServiceID__c

Text

Visible when ‘Enable premium’ field is enabled.

OmniLife Integration Key

cloupra__OmniLife_Integration_Key__c

Text (255)

Contact Omnium for an OmnLife Integration Key if you don't already have one.

Infer Interaction Method

cloupra__Infer_Interaction_Method__c

Checkbox

Indicates that the interaction method should be inferred when syncing interactions with third-party applications.

Sync Delete Interaction

cloupra__Sync_Delete_Interaction__c

Checkbox

Sync deletes and undeletes between Salesforce events and Practifi interactions.

Delete Interaction Task

cloupra__Delete_Interaction_Task__c

Checkbox

Indicates that Salesforce tasks that generate an interaction via integration should be deleted after the interaction is created.

Enable Softphone

cloupra__Enable_Softphone__c

Checkbox

Enables the softphone sidebar using Salesforce CTI (computer-telephony integration).

Enable Xero

cloupra__Enable_Xero__c

Checkbox

Enable the Xero integration for Practifi.

Styling

Divison Background Colour

cloupra__Hierarchy_Division_Background_Colour__c

Text (20)

Defines the UI colour for Division when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #1a3b6c.

Team Member Background Colour

cloupra__Hierarchy_P_Background_Colour__c

Text (20)

Defines the UI colour for Team Member when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #214c8b.

Person Background Colour

cloupra__Hierarchy_Person_Background_Colour__c

Text (20)

Defines the UI colour for Person when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #295dab.

Provider Background Colour

cloupra__Hierarchy_Provider_Background_Colour__c

Text (20)

Defines the UI colour for Provider when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #306ecb.

Analytics Background Colour

cloupra__Hierarchy_Analytics_Background_Colour__c

Text (20)

Defines the UI colour for Analytics when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #00aeef.

Data Background Colour

cloupra__Hierarchy_Data_Background_Colour__c

Text (20)

Defines the UI colour for Data Management when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #00aeef.

Settings Background Colour

cloupra__Hierarchy_Settins_Background_Colour__c

Text (20)

Defines the UI colour for Settings when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #1C3F73.

Wizard Background Colour

cloupra__Hierarchy_Wizard_Background_Colour__c

Text (20)

Defines the UI colour for Wizards when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #165A50.

Client Background Colour

cloupra__Hierarchy_Client_Background_Colour__c

Text (20)

Defines the UI colour for Client when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #1e437c.

Relationship Background Colour

cloupra__Hierarchy_Relationship_Background_Colour__c

Text (20)

Defines the UI colour for Relationship when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #25549b.

Service Background Colour

cloupra__Hierarchy_Service _Background_Colour__c

Text (20)

Defines the UI colour for Service when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #2d66bb.

Instalment Background Colour

cloupra__Hierarchy_Instalment_Background_Colour__c

Text (20)

Defines the UI colour for Instalment when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #8db0e4.

Process Background Colour

cloupra__Hierarchy_Process_Background_Colour__c

Text (20)

Defines the UI colour for Process when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #4e84d5.

Task Background Colour

cloupra__Hierarchy_Task_Background_Colour__c

Text (20)

Defines the UI colour for Task when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #6B98DB.

Interaction Background Colour

cloupra__Hierarchy_Interaction_Background_Colour__c

Text (20)

Defines the UI colour for Interaction when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #5e8fd8.

Income Expense Background Colour

cloupra__Hierarchy_INC_EXP_Background_Colour__c

Text (20)

Defines the UI colour for Income & Expenses when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #7da5e0.

Asset Background Colour

cloupra__Hierarchy_Asset_Background_Colour__c

Text (20)

Defines the UI colour for Asset when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #3e79d1.

Liability Background Colour

cloupra__Hierarchy_Liability_Background_Colour__c

Text (20)

Defines the UI colour for Liability when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #12294c.

Policy Background Colour

cloupra__Hierarchy_Policy_Background_Colour__c

Text (20)

Defines the UI colour for Policy when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #5684c8.

Benefit Background Colour

cloupra__Hierarchy_Benefit_Background_Colour__c

Text (20)

Defines the UI colour for Benefit when it is the context or is displayed in the sidebar hierarchy. Default hexadecimal colour value is #9dbbe8.

Sidebar Background Colour

cloupra__Hierarchy_Benefit_Background_Colour__c

Text (20)

Defines the UI colour for the Sidebar, Top Navigation and Header text. Default hexadecimal colour value is #16325c.

Side Nav Item Border Colour

cloupra__Side_Nav_Item_Border_Colour__c

Text (20)

Defines the UI colour for the Sidebar borders. Default hexadecimal colour value is #696969.

Side Nav Selection Background Colour

cloupra__Side_Nav_Selection_Background_Colour__c

Text(20) Defines the UI colour for the Sidebar background.

Context Header Background Colour

cloupra__Context_Header_Background_Colour__c

Text (20)

Defines the UI colour for page headers. Default hexadecimal colour value is #f4f6f9.

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