Answered Product Enhancements

Interaction templates

We would like to suggest a new feature - interaction templates. It would be really convenient to have the ability to create a template(s) for new interactions (e.g. meeting agenda templates), similar to the task template feature. Our firm currently copy/pastes interaction templates from an outside source; having the ability to build and apply interaction templates within Practifi would save us a lot of time moving forward!

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6 comments
  • Official comment

    Hi Megan,

    Great suggestion. The interaction features change in our latest Lightning release, we will have more details to come. Please keep in touch with your CSM Alyssa, who can update you on upcoming releases.

     

    Thanks!

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  • This would save us a lot of time.  Please consider adding it.  Thanks!

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  • This would be fantastic. A shortcut to get around this (if the template is simple) is to use feed templates and copy and paste into the interaction description. However, interaction templates would be far more convenient!

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  • I hope I'm understanding this correctly. I'm pretty sure you can already do this. We use interaction templates for our file notes. We insert the template and complete/fill it out. Hope this helps.

     

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  • Thanks Robert - I appreciate you taking the time to respond. 

    It looks like you are using Feed Templates and just pasting them into your Interactions - is that correct?  Our issue with that solution is that Feed Templates do not allow for rich formatting, and we need Interaction Templates that do (because all of our Interaction notes have bold subject headers, bulleted lists, etc.).

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  • This is correct Andrew. We use it via the feed. We save our templates and insert them into the feed and update them as required. You are correct in saying they are not rich. It would be great to have bold headings etc, agreed.

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