Posts – Practifi Success

Deliverables Fulfillment

Elena Israel April 11, 2022 20:44

0 votes 0 comments
Remove the requirement for Salutation

Johnny Lambert October 28, 2021 20:21

1 vote 1 comment
Update Address Sync

Chris Hughes March 11, 2022 00:35

2 votes 0 comments
HTML Editor for Interactions

Cassandra Gallagher August 25, 2021 23:56

3 votes 0 comments
Linking Scope to Service

Robert Baharian May 16, 2021 10:34

0 votes 2 comments
Highlight form fields when focused

Jayce Nall August 14, 2019 17:33

2 votes 2 comments
Adding button to update address of Household in Primary Contact Address area

Chris Ho June 11, 2021 01:50

0 votes 0 comments
Update Salesforce add-in

Kris Gallego June 03, 2021 05:38

0 votes 0 comments
Client Birthdays title

Lisa Walters May 18, 2021 02:15

-1 votes 0 comments
Revenue display

Lisa Walters May 18, 2021 02:13

0 votes 0 comments
Mass update task due dates by interval (day, week, month)

Megan Nunez December 08, 2020 20:33

6 votes 1 comment
Additional character limit for overall goals and overall strategy field

Robert Baharian February 23, 2021 09:12

1 vote 1 comment
Managing Interactions across multiple Entities (Client, Provider, & Provider Clients)

Alyssa May February 10, 2021 18:28

1 vote 1 comment
Client Preferred Phone Number Displayed on New Interaction

Alison Siedt April 05, 2021 19:23

0 votes 0 comments
Advice Services view change to ORDER BY

Sharon Gillespie March 24, 2021 02:17

0 votes 0 comments
AdvicePay Integration

Alyssa May September 19, 2019 22:16

1 vote 2 comments
Client data collection tracking

Rob Pyne February 08, 2021 03:23

1 vote 4 comments
Are We Calling It Cell Phone Or Mobile Phone?

Taylor Jenkinson February 12, 2021 14:35

0 votes 0 comments
Joint Account

Shaloke Kaunds February 09, 2021 22:20

1 vote 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
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

3 votes 0 comments