Posts – Practifi Success

Have a section to record the date SOAs signed

Alex Lee September 04, 2019 05:49 Answered

3 votes 1 comment
Fact Find Capability Enhancements

James Burr September 03, 2019 23:32

11 votes 1 comment
Adding Larger Interaction Parties

Alyssa May September 04, 2019 16:10 Answered

0 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
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
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
AssetBook Portfolio Management Software

Alyssa May September 03, 2019 22:24

0 votes 0 comments
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
Add interaction body text to interaction list pages

Jayce Nall September 03, 2019 21:15

1 vote 0 comments
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
Data Feeds for HUB24

Daniel Walsh August 15, 2019 00:48

2 votes 1 comment
Notifications dismissal to be made Configurable. Defaulting to 5 days

Kharles Pico August 15, 2019 02:25

3 votes 1 comment
Relate an Interaction to multiple contacts

Lindsey Hanson April 30, 2019 06:02 Completed

1 vote 2 comments
Have predecessor tasks in workflow

Lindsey Hanson July 03, 2019 03:08 Completed

4 votes 1 comment