Practifi
Welcome to Practifi! We've compiled the most relevant content for our new and current clients into one helpful area. Your onboarding and customer success teams will make sure to guide your learning through the onboarding process and you can always reference any self-guided learning here.
Welcome to Practifi
- Logging In and Resetting Your Password
- Introducing Practifi Apps and General Navigation
- Understanding the Home Page
- Using the Home Page
- Understanding the Navigation Menu
- Using Pages
Key Entities
- Managing Referrals
- Understanding Households, Organizations and Individuals
- Creating a Household
- Creating an Organization
- Creating an Individual
- Understanding People Types - Contacts and Individuals
Record Management
- Managing Contact Details
- Using the Actions Menu
- Understanding and Using Topics and Definitions
- Using the Noticeboard
- Understanding and Using Active Forms
- Managing Reference Documents
Financials
- Understanding Prospects, Pipeline and Deals
- Understanding Services and Deals
- Understanding and Using Deliverables
- Creating an Asset
- Creating a Liability
- Managing Assets and Liabilities
Activities & Events
- Understanding Notifications
- Understanding and Using Activities
- Understanding Tasks and Processes
- Using Tasks
- Using Processes
- Create a New Note
Using Integrations
- Using the Quik! Forms Integration
- Logging Emails in Outlook and Gmail
- Using the Addepar Integration
- Using the Black Diamond Integration
- Using the Box Integration
- Using the Constant Contact Integration
Role-Based Apps
- Understanding and Using the Welcome App
- Understanding and Using the Advisor App
- Understanding and Using the Business Development App
- Understanding and Using the Client Service App
- Understanding and Using the Compliance App
- Understanding and Using the Management App