Posts – Practifi Success

Marriage and Divorce Support

Chris Guy July 01, 2022 06:35

0 votes 0 comments

Deliverables Fulfillment

Elena Israel April 11, 2022 20:44

0 votes 0 comments

Update Address Sync

Chris Hughes March 11, 2022 00:35

3 votes 0 comments

Remove the requirement for Salutation

Johnny Lambert October 28, 2021 20:21

2 votes 1 comment

HTML Editor for Interactions

Cassandra Gallagher August 25, 2021 23:56

3 votes 0 comments

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 2 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

Marriage and Divorce Support

Deliverables Fulfillment

Update Address Sync

Remove the requirement for Salutation

HTML Editor for Interactions

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

Update Salesforce add-in

Client Birthdays title

Revenue display

Linking Scope to Service

Client Identification Into Practifi

Client Preferred Phone Number Displayed on New Interaction

360 page - identifying POA or third party contact clearly

Advice Services view change to ORDER BY

Additional character limit for overall goals and overall strategy field

Integrate Salesforce flow and Practifi's process builder

Ability to add multiple services at once

Are We Calling It Cell Phone Or Mobile Phone?

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

Joint Account

Show SSN on 360 View

Client data collection tracking

Owner Category (Income & Expenses) not linked to a particular asset or liability

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

Detailed entity information

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

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

Rich text in Interactions

Surface multiple opportunities on the prospect 360 page

Allow export to .csv or .xls directly from data management