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  • Client data collection tracking

    Rob Pyne February 08, 2021 03:23
    1 vote 4 comments
  • Additional character limit for overall goals and overall strategy field

    Robert Baharian February 23, 2021 09:12
    1 vote 0 comments
  • Integrate Salesforce flow and Practifi's process builder

    Shaloke Kaunds February 22, 2021 13:28
    0 votes 0 comments
  • Ability to add multiple services at once

    Shaloke Kaunds February 22, 2021 13:07
    0 votes 0 comments
  • Are We Calling It Cell Phone Or Mobile Phone?

    Taylor Jenkinson February 12, 2021 14:35
    0 votes 0 comments
  • Managing Interactions across multiple Entities (Client, Provider, & Provider Clients)

    Alyssa May February 10, 2021 18:28
    0 votes 0 comments
  • Joint Account

    Shaloke Kaunds February 09, 2021 22:20
    1 vote 0 comments
  • Show SSN on 360 View

    Taylor Jenkinson February 09, 2021 20:46
    0 votes 0 comments
  • Owner Category (Income & Expenses) not linked to a particular asset or liability

    Sharon Chuah January 24, 2021 23:41
    0 votes 0 comments
  • Mass update task due dates by interval (day, week, month)

    Megan Nunez December 08, 2020 20:33
    6 votes 0 comments
  • Detailed entity information

    Robert Baharian December 08, 2020 09:02
    1 vote 0 comments
  • Extend Recurring Tasks

    Alyssa May September 03, 2019 21:43
    2 votes 2 comments
  • Open Tasks should be pre-filtered & primary (no date) recurring task instances should be removed from the overall task list

    Chad Noorani November 19, 2020 00:27
    0 votes 0 comments
  • Prevent data loss when user unintentionally navigates away from a SKUID form page

    Adam Breen November 12, 2020 03:14
    1 vote 0 comments
  • Surface multiple opportunities on the prospect 360 page

    Kyle Wesley October 14, 2020 14:58
    3 votes 0 comments
  • Table Functionality in Tasks

    Alison Siedt October 06, 2020 19:09
    1 vote 0 comments
  • Notes Section for Meetings/Interactions & Tasks

    Daniel Ryan July 15, 2020 05:12
    1 vote 1 comment
  • 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
    5 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
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