Posts – Practifi Success

Create Tasks From Outlook

Alicia Vengust August 06, 2020 02:21

0 votes 0 comments
Add task URL to task assignment notification email

Matt Glazer August 04, 2020 12:24

1 vote 0 comments
Display Related Client on Notifications

Monique Bower July 15, 2020 06:21

0 votes 0 comments
Notes Section for Meetings/Interactions & Tasks

Daniel Ryan July 15, 2020 05:12

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

1 vote 0 comments
Past relationships

Sharon Gillespie June 03, 2020 10:36

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Task Integration into Calendar

Brett Jackson June 02, 2020 05:11

4 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

1 vote 0 comments
Closed Clients removed from Interaction Tile

Aimee Deveau May 15, 2020 12:30

1 vote 1 comment
Task feed

Monique Bower May 11, 2020 00:00

0 votes 0 comments
MYOB Integration

Ridhima Chopra May 08, 2020 07:14

0 votes 1 comment
Link future dated appointments to tasks

Ridhima Chopra May 08, 2020 07:01

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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

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Processes Trigged by Fields

Shaloke Kaunds May 04, 2020 18:13

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Overdue Tasks

Nikki Middleton April 30, 2020 06:26

2 votes 1 comment
Adjustable text box

Robert Baharian April 24, 2020 02:40

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Exploring additional Time Tracking Detail

Dan Guy April 23, 2020 17:40

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Interaction Attachments

Nikki Middleton April 17, 2020 00:28

1 vote 0 comments
Primary Contact Info in Header of Tasks/Interactions

Jonathon Gilbertson April 16, 2020 16:51

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Influencers AUM Rollup

Alyssa May April 13, 2020 14:23

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Tasks on Prospect Wizard

Kyle Wesley April 10, 2020 17:01

1 vote 0 comments
Nesting Client Entities

Shaloke Kaunds April 02, 2020 20:42 Planned

0 votes 1 comment
Client vs. Client Entity Types

Shaloke Kaunds March 27, 2020 20:25

1 vote 0 comments
Feed/Task Notifications

Monique Bower March 26, 2020 05:53

4 votes 1 comment
Linking an existing contact to a Prospect

Shaloke Kaunds March 12, 2020 14:24 Planned

1 vote 1 comment
Allowing Tasks & Processes to be Assigned by Relationship to Provider

Alyssa May March 11, 2020 01:06

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