Posts – Practifi Success

AdvicePay Integration

Alyssa May September 19, 2019 22:16

0 votes 0 comments
Adding Spell Check

Alyssa May September 16, 2019 23:20

2 votes 0 comments
"Cannot Delete" error messages should navigate to associated record when clicked

Jayce Nall September 11, 2019 14:01

2 votes 0 comments
System Limits Health Check Report

James Burr September 11, 2019 02:04

0 votes 0 comments
Select Division from Prospect Wizard

Brent Satill September 06, 2019 04:26

1 vote 1 comment
Adding Larger Interaction Parties

Alyssa May September 04, 2019 16:10

0 votes 1 comment
Have a section to record the date SOAs signed

Alex Lee September 04, 2019 05:49

3 votes 1 comment
'Preferred' And 'Last' Instead Of 'First' And 'Last' Names In Picklists

Alyssa May September 04, 2019 00:22

0 votes 0 comments
Adding Fields To Entity Type 'LLC'

Alyssa May September 04, 2019 00:15

0 votes 0 comments
Filtering & Searching Firm-Level Task By Segment

Alyssa May September 04, 2019 00:13

0 votes 0 comments
Adding Chatter to User Menu

Alyssa May September 04, 2019 00:06

0 votes 0 comments
Remove 'Description' from Task List's 'Subject & Description'

Alyssa May September 04, 2019 00:02

1 vote 1 comment
Fact Find Capability Enhancements

James Burr September 03, 2019 23:32

6 votes 1 comment
Mobile Device Email Sync - SmartCloud Integration

Nilen Solanki September 03, 2019 23:17

0 votes 0 comments
Adding Larger 'Details' Field For Process Description

Alyssa May September 03, 2019 22:47

0 votes 0 comments
Task Date Range Filter

Alyssa May September 03, 2019 22:29

1 vote 1 comment
AssetBook Portfolio Management Software

Alyssa May September 03, 2019 22:24

0 votes 0 comments
Add Mass update option under Individual Tasks

Jayce Nall September 03, 2019 22:00

0 votes 0 comments
Adding Multiple Related Persons to Tasks

Alyssa May September 03, 2019 21:53

1 vote 0 comments
Structure Subtab for Providers

Jonathon Gilbertson September 03, 2019 21:51

0 votes 0 comments
Mass Updating 'Person Related To' Field in Recurring Tasks

Alyssa May September 03, 2019 21:47

0 votes 0 comments
Extend Recurring Tasks

Alyssa May September 03, 2019 21:43

0 votes 0 comments
Include Client Address - Client Birthday In Next 30 Days

Alyssa May September 03, 2019 21:34

0 votes 0 comments
Add interaction body text to interaction list pages

Jayce Nall September 03, 2019 21:15

0 votes 0 comments
Document Expiry and due dates tile

James Burr September 02, 2019 03:19

3 votes 0 comments
Auto Triggered Processes - Tiles

Nilen Solanki August 28, 2019 03:44

0 votes 0 comments
Interaction with multiple team members to appear in Analytics

Rob Pyne August 22, 2019 00:35

1 vote 1 comment
Notification of tasks on due date

Rob Pyne August 22, 2019 00:16

3 votes 3 comments
Email links auto-populate BCC field with my email to salesforce address.

Jayce Nall August 15, 2019 21:41

2 votes 0 comments
Connect a Typeform document to Practifi using Zapier

Luke Grundy August 15, 2019 02:46

2 votes 3 comments