Posts – Practifi Success

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

Megan Nunez December 08, 2020 20:33

5 votes 0 comments
Detailed entity information

Robert Baharian December 08, 2020 09:02

0 votes 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

1 vote 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

9 votes 3 comments
"Shared Drives" support for GDrive integration

Kharles Pico September 18, 2020 01:43 Answered

0 votes 1 comment
Add SERVICE DATE ROLLOVER Button to Ongoing Service Records

Cassandra Gallagher September 15, 2020 03:22 Not planned

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

Matt Glazer September 01, 2020 19:33 Answered

0 votes 1 comment
Increasing sorting and filtering capabilities on Prospects list/page

Matt Glazer August 13, 2020 17:39 Answered

3 votes 1 comment
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
Add ability to @ mention other records in chatter

Matt Glazer August 11, 2020 16:34 Answered

1 vote 1 comment
Create Tasks From Outlook

Alicia Vengust August 06, 2020 02:21

1 vote 0 comments
Add task URL to task assignment notification email

Matt Glazer August 04, 2020 12:24 Answered

2 votes 1 comment
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 1 comment
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
Past relationships

Sharon Gillespie June 03, 2020 10:36 Completed

0 votes 1 comment
Task Integration into Calendar

Brett Jackson June 02, 2020 05:11

5 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
Closed Clients removed from Interaction Tile

Aimee Deveau May 15, 2020 12:30 Answered

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