Product Enhancements

Practifi Interactions To Xplan Notes Integration

We have recently setup our Practifi/Xplan integration and noticed that the date in Xplan Notes show as the sync date. Would it be possible to have the Practifi Interaction date copied to Xplan so meetings and emails can show in Xplan chronologically too. This would be a great help!

0

Comments

0 comments

Please sign in to leave a comment.

Didn't find what you were looking for?

New post