Posts – Practifi Success

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