Posts – Practifi Success

Rich Text in Task Comments

Rose Castaneda February 08, 2023 22:02

1 vote 0 comments
Chatter Notifications

Rose Castaneda February 01, 2023 00:07

1 vote 0 comments
Assigning a Queue as a Member of the Service Team

Rose Castaneda January 27, 2023 20:11

1 vote 0 comments
Task Grouping to Complete a Process

Rose Castaneda January 19, 2023 23:45

1 vote 0 comments
Active Forms - More Formatting Abilities

Rose Castaneda December 14, 2022 21:24

1 vote 0 comments
Press Enter⏎ to Save Checklist Item

Daniel Malone November 30, 2022 01:43

2 votes 0 comments
Would like to be able to add more options to the type of client

Mary Shannon Hope November 09, 2022 15:58

0 votes 1 comment
Processes from Reports

Rose Castaneda October 25, 2022 23:40

1 vote 0 comments
Outlook sync & email sensitivity

Kara Schneider October 24, 2022 17:49

0 votes 0 comments
Adding Feed @ Task/Activity Creation

RC Arseneau August 26, 2022 19:41

3 votes 0 comments
Add a word or excel file link within a templated task

Jamie Tarrant July 14, 2022 16:15

2 votes 0 comments
Marriage and Divorce Support

Chris Guy July 01, 2022 06:35

2 votes 2 comments
Deliverables Fulfillment

Elena Israel April 11, 2022 20:44

5 votes 3 comments
Update Address Sync

Chris Hughes March 11, 2022 00:35

3 votes 0 comments
Remove the requirement for Salutation

Johnny Lambert October 28, 2021 20:21

4 votes 1 comment
HTML Editor for Interactions

Cassandra Gallagher August 25, 2021 23:56

3 votes 0 comments
Adding button to update address of Household in Primary Contact Address area

Chris Ho June 11, 2021 01:50

0 votes 0 comments
Update Salesforce add-in

Kris Gallego June 03, 2021 05:38

0 votes 0 comments
Client Birthdays title

Lisa Walters May 18, 2021 02:15

-1 votes 0 comments
Revenue display

Lisa Walters May 18, 2021 02:13

0 votes 0 comments
Linking Scope to Service

Robert Baharian May 16, 2021 10:34

0 votes 2 comments
Client Identification Into Practifi

Johnny Lambert April 16, 2021 16:23 Answered

1 vote 1 comment
Client Preferred Phone Number Displayed on New Interaction

Learning Team April 05, 2021 19:23

0 votes 0 comments
360 page - identifying POA or third party contact clearly

Sharon Gillespie March 24, 2021 23:06 Answered

0 votes 2 comments
Advice Services view change to ORDER BY

Sharon Gillespie March 24, 2021 02:17

0 votes 0 comments
Additional character limit for overall goals and overall strategy field

Robert Baharian February 23, 2021 09:12

1 vote 1 comment
Integrate Salesforce flow and Practifi's process builder

Shaloke Kaunds February 22, 2021 13:28 Answered

0 votes 1 comment
Ability to add multiple services at once

Shaloke Kaunds February 22, 2021 13:07 Answered

3 votes 3 comments
Are We Calling It Cell Phone Or Mobile Phone?

Taylor Jenkinson February 12, 2021 14:35

0 votes 0 comments
Managing Interactions across multiple Entities (Client, Provider, & Provider Clients)

Learning Team February 10, 2021 18:28

1 vote 1 comment