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Show all All Planned Not planned Completed Answered No status Sort by comments Newest post Recent activity Votes Comments
  • Table Functionality in Tasks

    Alison Siedt October 06, 2020 19:09
    1 vote 0 comments
  • Deceased Contacts - Quick Update for Primary Contact on related Account

    Alyssa May August 12, 2020 20:49
    1 vote 0 comments
  • Deceased Contacts - Why is there an age?

    Alyssa May August 12, 2020 20:41
    1 vote 0 comments
  • Create Tasks From Outlook

    Alicia Vengust August 06, 2020 02:21
    3 votes 0 comments
  • Display Related Client on Notifications

    Monique Bower July 15, 2020 06:21
    1 vote 0 comments
  • Top Level Account report option

    Shaloke Kaunds July 02, 2020 14:46
    0 votes 0 comments
  • Tasks on Installments

    Shaloke Kaunds June 16, 2020 12:29
    2 votes 0 comments
  • Mass Email Functionality Improvement

    Shaloke Kaunds June 09, 2020 12:16
    2 votes 0 comments
  • Task Integration into Calendar

    Brett Jackson June 02, 2020 05:11
    7 votes 0 comments
  • Overdue Delegated Task (Delegate Tasks)

    Anthony Ferraiolo May 26, 2020 23:28
    2 votes 0 comments
  • Triggering Recurring Tasks

    Monique Bower May 21, 2020 23:56
    2 votes 0 comments
  • Task feed

    Monique Bower May 11, 2020 00:00
    1 vote 0 comments
  • Link future dated appointments to tasks

    Ridhima Chopra May 08, 2020 07:01
    1 vote 0 comments
  • Potential Revenue calculation from various Revenue Streams

    Cassandra Gallagher May 07, 2020 22:57
    2 votes 0 comments
  • Practifi Interactions To Xplan Notes Integration

    Ashleigh Hurley May 06, 2020 04:59
    0 votes 0 comments
  • Processes Trigged by Fields

    Shaloke Kaunds May 04, 2020 18:13
    1 vote 0 comments
  • 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
    2 votes 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
  • Client vs. Client Entity Types

    Shaloke Kaunds March 27, 2020 20:25
    1 vote 0 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
  • 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
  • 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
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