Posts – Practifi Success

Adding button to update address of Household in Primary Contact Address area

Chris Ho June 11, 2021 01:50

0 votes 0 comments
Update Salesforce add-in

Kris Gallego June 03, 2021 05:38

0 votes 0 comments
Client Birthdays title

Lisa Walters May 18, 2021 02:15

-1 votes 0 comments
Revenue display

Lisa Walters May 18, 2021 02:13

0 votes 0 comments
Linking Scope to Service

Robert Baharian May 16, 2021 10:34

0 votes 0 comments
Client Identification Into Practifi

Johnny Lambert April 16, 2021 16:23 Answered

1 vote 1 comment
Client Preferred Phone Number Displayed on New Interaction

Alison Siedt April 05, 2021 19:23

0 votes 0 comments
360 page - identifying POA or third party contact clearly

Sharon Gillespie March 24, 2021 23:06 Answered

0 votes 2 comments
Advice Services view change to ORDER BY

Sharon Gillespie March 24, 2021 02:17

0 votes 0 comments
Additional character limit for overall goals and overall strategy field

Robert Baharian February 23, 2021 09:12

1 vote 1 comment
Integrate Salesforce flow and Practifi's process builder

Shaloke Kaunds February 22, 2021 13:28 Answered

0 votes 1 comment
Ability to add multiple services at once

Shaloke Kaunds February 22, 2021 13:07 Answered

3 votes 3 comments
Are We Calling It Cell Phone Or Mobile Phone?

Taylor Jenkinson February 12, 2021 14:35

0 votes 0 comments
Managing Interactions across multiple Entities (Client, Provider, & Provider Clients)

Alyssa May February 10, 2021 18:28

1 vote 1 comment
Joint Account

Shaloke Kaunds February 09, 2021 22:20

1 vote 0 comments
Show SSN on 360 View

Taylor Jenkinson February 09, 2021 20:46 Answered

1 vote 1 comment
Client data collection tracking

Rob Pyne February 08, 2021 03:23

1 vote 4 comments
Owner Category (Income & Expenses) not linked to a particular asset or liability

Sharon Chuah January 24, 2021 23:41

0 votes 0 comments
Mass update task due dates by interval (day, week, month)

Megan Nunez December 08, 2020 20:33

6 votes 1 comment
Detailed entity information

Robert Baharian December 08, 2020 09:02

1 vote 0 comments
Open Tasks should be pre-filtered & primary (no date) recurring task instances should be removed from the overall task list

Chad Noorani November 19, 2020 00:27

0 votes 0 comments
Prevent data loss when user unintentionally navigates away from a SKUID form page

Adam Breen November 12, 2020 03:14

1 vote 0 comments
Rich text in Interactions

Monique Bower October 16, 2020 05:34 Answered

3 votes 2 comments
Surface multiple opportunities on the prospect 360 page

Kyle Wesley October 14, 2020 14:58

3 votes 0 comments
Allow export to .csv or .xls directly from data management

Corey Sunstrom October 09, 2020 18:19 Answered

1 vote 1 comment
Table Functionality in Tasks

Alison Siedt October 06, 2020 19:09

1 vote 0 comments
Interaction templates

Megan Nunez September 21, 2020 18:08 Answered

11 votes 6 comments
"Shared Drives" support for GDrive integration

Kharles Pico September 18, 2020 01:43 Answered

1 vote 1 comment
Add SERVICE DATE ROLLOVER Button to Ongoing Service Records

Cassandra Gallagher September 15, 2020 03:22 Not planned

3 votes 1 comment
Add Practifi Tasks to Gmail/Salesforce Integration sidebar

Matt Glazer September 01, 2020 19:33 Answered

0 votes 2 comments