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Show all All Planned Not planned Completed Answered No status Sort by recent activity Newest post Recent activity Votes Comments
  • 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
    2 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
  • 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
  • More information on the influencers section

    Kailee Ostroski November 13, 2019 13:49
    1 vote 2 comments
  • Interaction with multiple team members to appear in Analytics

    Rob Pyne August 22, 2019 00:35
    11 votes 3 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
  • Auto Triggered Processes - Tiles

    Nilen Solanki August 28, 2019 03:44
    1 vote 1 comment
  • AdvicePay Integration

    Alyssa May September 19, 2019 22:16
    0 votes 1 comment
  • Connect a Typeform document to Practifi using Zapier

    Luke Grundy August 15, 2019 02:46 Planned
    3 votes 4 comments
  • Include Client Address - Client Birthday In Next 30 Days

    Alyssa May September 03, 2019 21:34
    0 votes 1 comment
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