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Show all All Planned Not planned Completed Answered No status Sort by newest post Newest post Recent activity Votes Comments
  • 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
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