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Show all All Planned Not planned Completed Answered No status Sort by newest post Newest post Recent activity Votes Comments
  • Table Functionality in Tasks

    Alison Siedt October 06, 2020 19:09
    1 vote 0 comments
  • Interaction templates

    Megan Nunez September 21, 2020 18:08 Answered
    11 votes 6 comments
  • "Shared Drives" support for GDrive integration

    Kharles Pico September 18, 2020 01:43 Answered
    1 vote 1 comment
  • Add SERVICE DATE ROLLOVER Button to Ongoing Service Records

    Cassandra Gallagher September 15, 2020 03:22 Not planned
    3 votes 1 comment
  • Add Practifi Tasks to Gmail/Salesforce Integration sidebar

    Matt Glazer September 01, 2020 19:33 Answered
    0 votes 2 comments
  • Increasing sorting and filtering capabilities on Prospects list/page

    Matt Glazer August 13, 2020 17:39 Answered
    3 votes 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
  • Add ability to @ mention other records in chatter

    Matt Glazer August 11, 2020 16:34 Answered
    1 vote 1 comment
  • Create Tasks From Outlook

    Alicia Vengust August 06, 2020 02:21
    3 votes 0 comments
  • Add task URL to task assignment notification email

    Matt Glazer August 04, 2020 12:24 Answered
    2 votes 1 comment
  • Display Related Client on Notifications

    Monique Bower July 15, 2020 06:21
    1 vote 0 comments
  • Notes Section for Meetings/Interactions & Tasks

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

    Sharon Gillespie June 03, 2020 10:36 Completed
    0 votes 1 comment
  • Task Integration into Calendar

    Brett Jackson June 02, 2020 05:11
    7 votes 0 comments
  • Overdue Delegated Task (Delegate Tasks)

    Anthony Ferraiolo May 26, 2020 23:28
    2 votes 0 comments
  • Triggering Recurring Tasks

    Monique Bower May 21, 2020 23:56
    2 votes 0 comments
  • Closed Clients removed from Interaction Tile

    Aimee Deveau May 15, 2020 12:30 Answered
    1 vote 1 comment
  • Task feed

    Monique Bower May 11, 2020 00:00
    1 vote 0 comments
  • MYOB Integration

    Ridhima Chopra May 08, 2020 07:14
    0 votes 1 comment
  • 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
    1 vote 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
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