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Show all All Planned Not planned Completed Answered No status Sort by comments Newest post Recent activity Votes Comments
  • Interaction templates

    Megan Nunez September 21, 2020 18:08 Answered
    11 votes 6 comments
  • Notification of tasks on due date

    Rob Pyne August 22, 2019 00:16
    5 votes 6 comments
  • Client data collection tracking

    Rob Pyne February 08, 2021 03:23
    1 vote 4 comments
  • Connect a Typeform document to Practifi using Zapier

    Luke Grundy August 15, 2019 02:46 Planned
    3 votes 4 comments
  • Allow editing of task staging without going to the edit task screen

    Brent Satill August 14, 2019 01:49 Completed
    15 votes 4 comments
  • Ability to add multiple services at once

    Shaloke Kaunds February 22, 2021 13:07 Answered
    3 votes 3 comments
  • Processes Marked Cancelled

    Lindsay Pflug February 20, 2020 15:54 Planned
    4 votes 3 comments
  • Place of Birth

    Keiran James November 07, 2019 02:58 Completed
    5 votes 3 comments
  • Interaction with multiple team members to appear in Analytics

    Rob Pyne August 22, 2019 00:35
    11 votes 3 comments
  • Rich Text in interaction descriptions

    James Burr August 15, 2019 00:14 Planned
    11 votes 3 comments
  • Linking Scope to Service

    Robert Baharian May 16, 2021 10:34
    0 votes 2 comments
  • 360 page - identifying POA or third party contact clearly

    Sharon Gillespie March 24, 2021 23:06 Answered
    0 votes 2 comments
  • Rich text in Interactions

    Monique Bower October 16, 2020 05:34 Answered
    4 votes 2 comments
  • Add Practifi Tasks to Gmail/Salesforce Integration sidebar

    Matt Glazer September 01, 2020 19:33 Answered
    0 votes 2 comments
  • Task 'types'

    Brent Satill December 12, 2019 02:58
    2 votes 2 comments
  • More information on the influencers section

    Kailee Ostroski November 13, 2019 13:49
    1 vote 2 comments
  • Financial Account Numbers in Tamarac - Picklist

    Laura An October 15, 2019 20:50
    2 votes 2 comments
  • AdvicePay Integration

    Alyssa May September 19, 2019 22:16
    1 vote 2 comments
  • Task Date Range Filter

    Alyssa May September 03, 2019 22:29
    2 votes 2 comments
  • Extend Recurring Tasks

    Alyssa May September 03, 2019 21:43
    2 votes 2 comments
  • Highlight form fields when focused

    Jayce Nall August 14, 2019 17:33
    2 votes 2 comments
  • Riskalyze

    Adrian Johnstone August 12, 2019 19:31 Planned
    5 votes 2 comments
  • Relate an Interaction to multiple contacts

    Lindsey Hanson April 30, 2019 06:02 Completed
    1 vote 2 comments
  • Remove the requirement for Salutation

    Johnny Lambert October 28, 2021 20:21
    1 vote 1 comment
  • Client Identification Into Practifi

    Johnny Lambert April 16, 2021 16:23 Answered
    1 vote 1 comment
  • 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
  • Managing Interactions across multiple Entities (Client, Provider, & Provider Clients)

    Alyssa May February 10, 2021 18:28
    1 vote 1 comment
  • Show SSN on 360 View

    Taylor Jenkinson February 09, 2021 20:46 Answered
    1 vote 1 comment
  • Mass update task due dates by interval (day, week, month)

    Megan Nunez December 08, 2020 20:33
    6 votes 1 comment
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