Posts – Practifi Success

Geocodes "Latitude_and_Longitude'' on account(entities) Object

Akeel Wani December 16, 2019 05:15

0 votes 0 comments
Task 'types'

Brent Satill December 12, 2019 02:58

1 vote 1 comment
More information on the influencers section

Kailee Ostroski November 13, 2019 13:49

1 vote 2 comments
Interaction with multiple team members to appear in Analytics

Rob Pyne August 22, 2019 00:35

11 votes 3 comments
The next Recurring task will be generated after the current Task is Completed

Cassandra Gallagher November 29, 2019 00:58

0 votes 0 comments
Scrolling through Tasks

Jonathon Gilbertson November 26, 2019 16:30

1 vote 1 comment
Extend Recurring Tasks

Alyssa May September 03, 2019 21:43

2 votes 1 comment
Promoting multiple Prospects to Clients

Mitchell Titlow November 24, 2019 23:03

1 vote 1 comment
Auto Triggered Processes - Tiles

Nilen Solanki August 28, 2019 03:44

1 vote 1 comment
Place of Birth

Keiran James November 07, 2019 02:58

5 votes 2 comments
AdvicePay Integration

Alyssa May September 19, 2019 22:16

0 votes 1 comment
Include Client Address - Client Birthday In Next 30 Days

Alyssa May September 03, 2019 21:34

0 votes 1 comment
Notification of tasks on due date

Rob Pyne August 22, 2019 00:16

5 votes 5 comments
Search Bar Consistency

Alyssa May September 25, 2019 21:42

5 votes 1 comment
Changes for the Create a Client/Prospect from Launcher

Alyssa May October 08, 2019 15:31

0 votes 1 comment
Client Work Schedule

Rachel Blake November 13, 2019 00:07

0 votes 0 comments
Risk Profile Capture

Keiran James November 07, 2019 02:48

6 votes 0 comments
Export Interaction Notes

Steve Miller September 23, 2019 17:10

3 votes 1 comment
Financial Account Numbers in Tamarac - Picklist

Laura An October 15, 2019 20:50

2 votes 2 comments
Mass Updating 'Person Related To' Field in Recurring Tasks

Alyssa May September 03, 2019 21:47

2 votes 1 comment
Additional Information for Deceased Clients

Alyssa May October 01, 2019 21:47

1 vote 0 comments
Email links auto-populate BCC field with my email to salesforce address.

Jayce Nall August 15, 2019 21:41

3 votes 1 comment
Adding Spell Check

Alyssa May September 16, 2019 23:20

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

Jayce Nall September 11, 2019 14:01

5 votes 0 comments
System Limits Health Check Report

James Burr September 11, 2019 02:04

0 votes 0 comments
Task Date Range Filter

Alyssa May September 03, 2019 22:29

2 votes 1 comment
Remove 'Description' from Task List's 'Subject & Description'

Alyssa May September 04, 2019 00:02

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

Alex Lee September 04, 2019 05:49

3 votes 1 comment
Highlight form fields when focused

Jayce Nall August 14, 2019 17:33

2 votes 1 comment
Fact Find Capability Enhancements

James Burr September 03, 2019 23:32

8 votes 1 comment