Posts – Practifi Success

Notes Section for Meetings/Interactions & Tasks

Daniel Ryan July 15, 2020 05:12

1 vote 1 comment
Interaction templates

Megan Nunez September 21, 2020 18:08

2 votes 0 comments
"Shared Drives" support for GDrive integration

Kharles Pico September 18, 2020 01:43

0 votes 0 comments
Add SERVICE DATE ROLLOVER Button to Ongoing Service Records

Cassandra Gallagher September 15, 2020 03:22

2 votes 0 comments
Add Practifi Tasks to Gmail/Salesforce Integration sidebar

Matt Glazer September 01, 2020 19:33

0 votes 0 comments
Increasing sorting and filtering capabilities on Prospects list/page

Matt Glazer August 13, 2020 17:39

3 votes 0 comments
Deceased Contacts - Quick Update for Primary Contact on related Account

Alyssa May August 12, 2020 20:49

1 vote 0 comments
Deceased Contacts - Why is there an age?

Alyssa May August 12, 2020 20:41

1 vote 0 comments
Create Tasks From Outlook

Alicia Vengust August 06, 2020 02:21

1 vote 0 comments
Feed/Task Notifications

Monique Bower March 26, 2020 05:53

4 votes 1 comment
Display Related Client on Notifications

Monique Bower July 15, 2020 06:21

0 votes 0 comments
Top Level Account report option

Shaloke Kaunds July 02, 2020 14:46

0 votes 0 comments
Tasks on Installments

Shaloke Kaunds June 16, 2020 12:29

2 votes 0 comments
Mass Email Functionality Improvement

Shaloke Kaunds June 09, 2020 12:16

2 votes 0 comments
Task Integration into Calendar

Brett Jackson June 02, 2020 05:11

4 votes 0 comments
Overdue Delegated Task (Delegate Tasks)

Anthony Ferraiolo May 26, 2020 23:28

2 votes 0 comments
Notification of tasks on due date

Rob Pyne August 22, 2019 00:16

5 votes 6 comments
Triggering Recurring Tasks

Monique Bower May 21, 2020 23:56

2 votes 0 comments
MYOB Integration

Ridhima Chopra May 08, 2020 07:14

0 votes 1 comment
Task feed

Monique Bower May 11, 2020 00:00

0 votes 0 comments
Link future dated appointments to tasks

Ridhima Chopra May 08, 2020 07:01

1 vote 0 comments
Potential Revenue calculation from various Revenue Streams

Cassandra Gallagher May 07, 2020 22:57

2 votes 0 comments
Practifi Interactions To Xplan Notes Integration

Ashleigh Hurley May 06, 2020 04:59

0 votes 0 comments
Processes Trigged by Fields

Shaloke Kaunds May 04, 2020 18:13

0 votes 0 comments
Overdue Tasks

Nikki Middleton April 30, 2020 06:26

2 votes 1 comment
Adjustable text box

Robert Baharian April 24, 2020 02:40

1 vote 0 comments
Exploring additional Time Tracking Detail

Dan Guy April 23, 2020 17:40

0 votes 0 comments
Interaction Attachments

Nikki Middleton April 17, 2020 00:28

2 votes 0 comments
Primary Contact Info in Header of Tasks/Interactions

Jonathon Gilbertson April 16, 2020 16:51

1 vote 0 comments
Influencers AUM Rollup

Alyssa May April 13, 2020 14:23

0 votes 0 comments