Posts – Practifi Success

Tasks on Prospect Wizard

Kyle Wesley April 10, 2020 17:01

1 vote 0 comments
Nesting Client Entities

Shaloke Kaunds April 02, 2020 20:42 Planned

0 votes 1 comment
Client vs. Client Entity Types

Shaloke Kaunds March 27, 2020 20:25

1 vote 0 comments
Feed/Task Notifications

Monique Bower March 26, 2020 05:53

6 votes 1 comment
Linking an existing contact to a Prospect

Shaloke Kaunds March 12, 2020 14:24 Planned

1 vote 1 comment
Allowing Tasks & Processes to be Assigned by Relationship to Provider

Alyssa May March 11, 2020 01:06

0 votes 0 comments
360 View - To show information (Advice, Open Processes and Tasks, Third Party Authorities) for Entities too

Kristy Smith March 10, 2020 22:01

1 vote 0 comments
Education

Ann Chung February 25, 2020 18:13

0 votes 0 comments
Processes Marked Cancelled

Lindsay Pflug February 20, 2020 15:54 Planned

4 votes 3 comments
Enhancing the structure sub tab

James Burr February 20, 2020 05:56

2 votes 1 comment
Client Holiday Calendar

James Burr February 20, 2020 05:22

1 vote 0 comments
Client list view filter for CSMs, paraplanners, and admin staff

James Burr February 20, 2020 05:15

3 votes 0 comments
Client Lists & Loading More

Ann Chung February 13, 2020 18:19 Answered

0 votes 1 comment
Mobile Version

Kyle Wesley February 03, 2020 16:50

3 votes 0 comments
Delete override

Kyle Wesley February 03, 2020 16:44 Planned

0 votes 1 comment
Improvement to influencer/referrers

Brent Satill January 31, 2020 06:57 Answered

0 votes 1 comment
Mobile Assistant

Alyssa May January 17, 2020 22:44

0 votes 0 comments
Address Updates - Changing Person Records When Changing Entity

Alyssa May January 15, 2020 21:39

7 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

2 votes 1 comment
Conga Sign Intergration

Stephen Horsten December 17, 2019 03:31

1 vote 0 comments
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
Promoting multiple Prospects to Clients

Mitchell Titlow November 24, 2019 23:03

1 vote 1 comment
More information on the influencers section

Kailee Ostroski November 13, 2019 13:49

1 vote 2 comments
Client Work Schedule

Rachel Blake November 13, 2019 00:07

0 votes 0 comments
Extra Information subtab for client entities

Keiran James November 07, 2019 05:55 Answered

4 votes 1 comment
Place of Birth

Keiran James November 07, 2019 02:58 Completed

5 votes 3 comments
Risk Profile Capture

Keiran James November 07, 2019 02:48

7 votes 0 comments