Posts – Practifi Success

"Cannot Delete" error messages should navigate to associated record when clicked

Jayce Nall September 11, 2019 14:01 Planned

6 votes 1 comment
System Limits Health Check Report

James Burr September 11, 2019 02:04

0 votes 0 comments
Select Division from Prospect Wizard

Brent Satill September 06, 2019 04:26 Planned

2 votes 1 comment
Adding Larger Interaction Parties

Alyssa May September 04, 2019 16:10 Answered

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

Alex Lee September 04, 2019 05:49 Answered

3 votes 1 comment
'Preferred' And 'Last' Instead Of 'First' And 'Last' Names In Picklists

Alyssa May September 04, 2019 00:22

0 votes 0 comments
Adding Fields To Entity Type 'LLC'

Alyssa May September 04, 2019 00:15 Answered

0 votes 1 comment
Filtering & Searching Firm-Level Task By Segment

Alyssa May September 04, 2019 00:13

0 votes 0 comments
Adding Chatter to User Menu

Alyssa May September 04, 2019 00:06

0 votes 0 comments
Remove 'Description' from Task List's 'Subject & Description'

Alyssa May September 04, 2019 00:02

2 votes 1 comment
Fact Find Capability Enhancements

James Burr September 03, 2019 23:32

9 votes 1 comment
Mobile Device Email Sync - SmartCloud Integration

Nilen Solanki September 03, 2019 23:17

0 votes 0 comments
Adding Larger 'Details' Field For Process Description

Alyssa May September 03, 2019 22:47

1 vote 0 comments
Task Date Range Filter

Alyssa May September 03, 2019 22:29

2 votes 2 comments
AssetBook Portfolio Management Software

Alyssa May September 03, 2019 22:24

0 votes 0 comments
Add Mass update option under Individual Tasks

Jayce Nall September 03, 2019 22:00 Completed

1 vote 1 comment
Adding Multiple Related Persons to Tasks

Alyssa May September 03, 2019 21:53

3 votes 0 comments
Structure Subtab for Providers

Jonathon Gilbertson September 03, 2019 21:51

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

Alyssa May September 03, 2019 21:34

0 votes 1 comment
Add interaction body text to interaction list pages

Jayce Nall September 03, 2019 21:15

1 vote 0 comments
Document Expiry and due dates tile

James Burr September 02, 2019 03:19 Completed

3 votes 1 comment
Auto Triggered Processes - Tiles

Nilen Solanki August 28, 2019 03:44

1 vote 1 comment
SMS Broadcast Integration

Emily Wilhelm August 28, 2019 00:58 Answered

1 vote 1 comment
Copy To address Field

Sharon Gillespie August 26, 2019 03:54 Answered

0 votes 1 comment
Interaction with multiple team members to appear in Analytics

Rob Pyne August 22, 2019 00:35

11 votes 3 comments
Notification of tasks on due date

Rob Pyne August 22, 2019 00:16

5 votes 6 comments
Email links auto-populate BCC field with my email to salesforce address.

Jayce Nall August 15, 2019 21:41

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

Luke Grundy August 15, 2019 02:46 Planned

3 votes 4 comments