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  • Interaction templates

    Megan Nunez September 21, 2020 18:08 Answered
    11 votes 6 comments
  • Ability to add multiple services at once

    Shaloke Kaunds February 22, 2021 13:07 Answered
    3 votes 3 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
  • Client Identification Into Practifi

    Johnny Lambert April 16, 2021 16:23 Answered
    1 vote 1 comment
  • Integrate Salesforce flow and Practifi's process builder

    Shaloke Kaunds February 22, 2021 13:28 Answered
    0 votes 1 comment
  • Show SSN on 360 View

    Taylor Jenkinson February 09, 2021 20:46 Answered
    1 vote 1 comment
  • Allow export to .csv or .xls directly from data management

    Corey Sunstrom October 09, 2020 18:19 Answered
    1 vote 1 comment
  • "Shared Drives" support for GDrive integration

    Kharles Pico September 18, 2020 01:43 Answered
    1 vote 1 comment
  • Increasing sorting and filtering capabilities on Prospects list/page

    Matt Glazer August 13, 2020 17:39 Answered
    3 votes 1 comment
  • Add ability to @ mention other records in chatter

    Matt Glazer August 11, 2020 16:34 Answered
    1 vote 1 comment
  • Add task URL to task assignment notification email

    Matt Glazer August 04, 2020 12:24 Answered
    2 votes 1 comment
  • Closed Clients removed from Interaction Tile

    Aimee Deveau May 15, 2020 12:30 Answered
    1 vote 1 comment
  • Client Lists & Loading More

    Ann Chung February 13, 2020 18:19 Answered
    0 votes 1 comment
  • Improvement to influencer/referrers

    Brent Satill January 31, 2020 06:57 Answered
    0 votes 1 comment
  • Extra Information subtab for client entities

    Keiran James November 07, 2019 05:55 Answered
    4 votes 1 comment
  • Adding Larger Interaction Parties

    Alyssa May September 04, 2019 16:10 Answered
    0 votes 1 comment
  • Have a section to record the date SOAs signed

    Alex Lee September 04, 2019 05:49 Answered
    3 votes 1 comment
  • Adding Fields To Entity Type 'LLC'

    Alyssa May September 04, 2019 00:15 Answered
    0 votes 1 comment
  • SMS Broadcast Integration

    Emily Wilhelm August 28, 2019 00:58 Answered
    1 vote 1 comment
  • Copy To address Field

    Sharon Gillespie August 26, 2019 03:54 Answered
    0 votes 1 comment

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