Posts – Practifi Success

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
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

1 vote 0 comments
Influencers AUM Rollup

Alyssa May April 13, 2020 14:23

0 votes 0 comments
Tasks on Prospect Wizard

Kyle Wesley April 10, 2020 17:01

1 vote 0 comments
Delete override

Kyle Wesley February 03, 2020 16:44 Planned

0 votes 1 comment
Nesting Client Entities

Shaloke Kaunds April 02, 2020 20:42 Planned

0 votes 1 comment
"Cannot Delete" error messages should navigate to associated record when clicked

Jayce Nall September 11, 2019 14:01 Planned

6 votes 1 comment
Processes Marked Cancelled

Lindsay Pflug February 20, 2020 15:54 Planned

3 votes 3 comments
Linking an existing contact to a Prospect

Shaloke Kaunds March 12, 2020 14:24 Planned

1 vote 1 comment
Client vs. Client Entity Types

Shaloke Kaunds March 27, 2020 20:25

1 vote 0 comments
Task Date Range Filter

Alyssa May September 03, 2019 22:29

2 votes 2 comments
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
Enhancing the structure sub tab

James Burr February 20, 2020 05:56

2 votes 1 comment
Education

Ann Chung February 25, 2020 18:13

0 votes 0 comments
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
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
Client Lists & Loading More

Ann Chung February 13, 2020 18:19 Answered

0 votes 1 comment
Adding Fields To Entity Type 'LLC'

Alyssa May September 04, 2019 00:15 Answered

0 votes 1 comment
Improvement to influencer/referrers

Brent Satill January 31, 2020 06:57 Answered

0 votes 1 comment
Add Mass update option under Individual Tasks

Jayce Nall September 03, 2019 22:00 Completed

1 vote 1 comment
Place of Birth

Keiran James November 07, 2019 02:58 Completed

5 votes 3 comments
Document Expiry and due dates tile

James Burr September 02, 2019 03:19 Completed

3 votes 1 comment
Mobile Version

Kyle Wesley February 03, 2020 16:50

3 votes 0 comments
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
Task 'types'

Brent Satill December 12, 2019 02:58

2 votes 2 comments