Posts – Practifi Success

Mobile Version

Kyle Wesley February 03, 2020 16:50

3 votes 0 comments
Allow editing of task due date from main task page (without having to edit)

Kailee Ostroski January 15, 2020 16:01 Completed

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

Alex Lee September 04, 2019 05:49 Answered

3 votes 1 comment
Adding Multiple Related Persons to Tasks

Alyssa May September 03, 2019 21:53

3 votes 0 comments
Document Expiry and due dates tile

James Burr September 02, 2019 03:19 Completed

3 votes 1 comment
Connect a Typeform document to Practifi using Zapier

Luke Grundy August 15, 2019 02:46 Planned

3 votes 4 comments
Notifications dismissal to be made Configurable. Defaulting to 5 days

Kharles Pico August 15, 2019 02:25

3 votes 1 comment
Mark the preferred contact method for a client or contact

Martina Levy July 30, 2019 05:57 Completed

3 votes 1 comment
Remove the requirement for Salutation

Johnny Lambert October 28, 2021 20:21

2 votes 1 comment
Add task URL to task assignment notification email

Matt Glazer August 04, 2020 12:24 Answered

2 votes 1 comment
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
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
Potential Revenue calculation from various Revenue Streams

Cassandra Gallagher May 07, 2020 22:57

2 votes 0 comments
Overdue Tasks

Nikki Middleton April 30, 2020 06:26

2 votes 1 comment
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

2 votes 0 comments
Enhancing the structure sub tab

James Burr February 20, 2020 05:56

2 votes 1 comment
Geocodes "Latitude_and_Longitude'' on account(entities) Object

Akeel Wani December 16, 2019 05:15

2 votes 0 comments
Task 'types'

Brent Satill December 12, 2019 02:58

2 votes 2 comments
The next Recurring task will be generated after the current Task is Completed

Cassandra Gallagher November 29, 2019 00:58

2 votes 0 comments
Scrolling through Tasks

Jonathon Gilbertson November 26, 2019 16:30

2 votes 1 comment
Financial Account Numbers in Tamarac - Picklist

Laura An October 15, 2019 20:50

2 votes 2 comments
Additional Information for Deceased Clients

Alyssa May October 01, 2019 21:47

2 votes 0 comments
Select Division from Prospect Wizard

Brent Satill September 06, 2019 04:26 Planned

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

Alyssa May September 04, 2019 00:02

2 votes 1 comment
Task Date Range Filter

Alyssa May September 03, 2019 22:29

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

Alyssa May September 03, 2019 21:47

2 votes 1 comment
Extend Recurring Tasks

Alyssa May September 03, 2019 21:43

2 votes 2 comments