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Superannuation

Practifi Basics

  • Practifi Overview
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Service Providers

  • Providers Overview
  • Adding a Provider
  • Editing a Provider

Employers

  • Employers Overview
  • Creating an Employer
  • Editing an Employer

Members & Member Accounts

  • Members and Member Accounts Overview
  • Creating a Member / Member Account
  • Editing a Member
  • Editing a Member Account

Fund Structure

  • Fund Structure Overview
  • Creating a Subfund
  • Editing a Subfund

Services

  • Services Overview
  • Creating a Service
  • Editing a Service

Interactions

  • Interactions Overview
  • Adding an Interaction
  • Editing an Interaction

Processes & Tasks

  • Processes & Tasks Overview
  • Starting a Task
  • Managing a Task
  • Starting a Process
  • Managing a Process

Insurance

  • Insurance Overview
  • Adding Policies & Benefits
  • Editing Insurance Policies

Feed

  • Feed Overview
  • Using the Feed

Team Members, Divisions & Groups

  • Team Members, Divisions & Groups Overview

Analytics & Reporting

  • Analytics & Reporting Overview

Wizards

  • Create a Member Account Wizard
  • Bulk Create Tasks Wizard
  • Bulk Create Interactions Wizard
  • Bulk Launch Processes Wizard

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