Posts – Practifi Success

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

4 votes 0 comments
Allow editing of task due date from main task page (without having to edit)

Kailee Ostroski January 15, 2020 16:01

2 votes 0 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
Task 'types'

Brent Satill December 12, 2019 02:58

2 votes 2 comments
The next Recurring task will be generated after the current Task is Completed

Cassandra Gallagher November 29, 2019 00:58

0 votes 0 comments
Scrolling through Tasks

Jonathon Gilbertson November 26, 2019 16:30

1 vote 1 comment
Promoting multiple Prospects to Clients

Mitchell Titlow November 24, 2019 23:03

1 vote 1 comment
More information on the influencers section

Kailee Ostroski November 13, 2019 13:49

1 vote 2 comments
Client Work Schedule

Rachel Blake November 13, 2019 00:07

0 votes 0 comments
Extra Information subtab for client entities

Keiran James November 07, 2019 05:55 Answered

4 votes 1 comment
Place of Birth

Keiran James November 07, 2019 02:58

5 votes 2 comments
Risk Profile Capture

Keiran James November 07, 2019 02:48

6 votes 0 comments
Financial Account Numbers in Tamarac - Picklist

Laura An October 15, 2019 20:50

2 votes 2 comments
Changes for the Create a Client/Prospect from Launcher

Alyssa May October 08, 2019 15:31

0 votes 1 comment
Additional Information for Deceased Clients

Alyssa May October 01, 2019 21:47

1 vote 0 comments
Search Bar Consistency

Alyssa May September 25, 2019 21:42

5 votes 1 comment
Export Interaction Notes

Steve Miller September 23, 2019 17:10

3 votes 1 comment
AdvicePay Integration

Alyssa May September 19, 2019 22:16

0 votes 1 comment
Adding Spell Check

Alyssa May September 16, 2019 23:20

7 votes 0 comments
"Cannot Delete" error messages should navigate to associated record when clicked

Jayce Nall September 11, 2019 14:01

5 votes 0 comments
System Limits Health Check Report

James Burr September 11, 2019 02:04

0 votes 0 comments
Select Division from Prospect Wizard

Brent Satill September 06, 2019 04:26 Planned

2 votes 1 comment
Adding Larger Interaction Parties

Alyssa May September 04, 2019 16:10

0 votes 1 comment
Have a section to record the date SOAs signed

Alex Lee September 04, 2019 05:49

3 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
Adding Fields To Entity Type 'LLC'

Alyssa May September 04, 2019 00:15

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