Posts – Practifi Success

More information on the influencers section

Kailee Ostroski November 13, 2019 13:49

0 votes 0 comments
Client Work Schedule

Rachel Blake November 13, 2019 00:07

0 votes 0 comments
Extra Information subtab for client entities

Keiran James November 07, 2019 05:55

4 votes 1 comment
Place of Birth

Keiran James November 07, 2019 02:58

5 votes 2 comments
Risk Profile Capture

Keiran James November 07, 2019 02:48

5 votes 0 comments
Financial Account Numbers in Tamarac - Picklist

Laura An October 15, 2019 20:50

2 votes 2 comments
Changes for the Create a Client/Prospect from Launcher

Alyssa May October 08, 2019 15:31

0 votes 1 comment
Additional Information for Deceased Clients

Alyssa May October 01, 2019 21:47

1 vote 0 comments
Search Bar Consistency

Alyssa May September 25, 2019 21:42

5 votes 1 comment
Export Interaction Notes

Steve Miller September 23, 2019 17:10

3 votes 1 comment
AdvicePay Integration

Alyssa May September 19, 2019 22:16

0 votes 1 comment
Adding Spell Check

Alyssa May September 16, 2019 23:20

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

Jayce Nall September 11, 2019 14:01

4 votes 0 comments
System Limits Health Check Report

James Burr September 11, 2019 02:04

0 votes 0 comments
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

2 votes 1 comment
Fact Find Capability Enhancements

James Burr September 03, 2019 23:32

8 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

1 vote 0 comments
Task Date Range Filter

Alyssa May September 03, 2019 22:29

2 votes 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

3 votes 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

2 votes 1 comment