Posts – Practifi Success

Allow editing of task staging without going to the edit task screen

Brent Satill August 14, 2019 01:49 Planned

14 votes 4 comments
Interaction with multiple team members to appear in Analytics

Rob Pyne August 22, 2019 00:35

11 votes 3 comments
Rich Text in interaction descriptions

James Burr August 15, 2019 00:14 Planned

9 votes 2 comments
Fact Find Capability Enhancements

James Burr September 03, 2019 23:32

8 votes 1 comment
Adding Spell Check

Alyssa May September 16, 2019 23:20

7 votes 0 comments
Risk Profile Capture

Keiran James November 07, 2019 02:48

6 votes 0 comments
Place of Birth

Keiran James November 07, 2019 02:58

5 votes 2 comments
Search Bar Consistency

Alyssa May September 25, 2019 21:42

5 votes 1 comment
"Cannot Delete" error messages should navigate to associated record when clicked

Jayce Nall September 11, 2019 14:01

5 votes 0 comments
Notification of tasks on due date

Rob Pyne August 22, 2019 00:16

5 votes 5 comments
Address Updates - Changing Person Records When Changing Entity

Alyssa May January 15, 2020 21:39

4 votes 0 comments
Extra Information subtab for client entities

Keiran James November 07, 2019 05:55 Answered

4 votes 1 comment
Riskalyze

Adrian Johnstone August 12, 2019 19:31 Planned

4 votes 1 comment
Have predecessor tasks in workflow

Lindsey Hanson July 03, 2019 03:08 Completed

4 votes 1 comment
Export Interaction Notes

Steve Miller September 23, 2019 17:10

3 votes 1 comment
Have a section to record the date SOAs signed

Alex Lee September 04, 2019 05:49

3 votes 1 comment
Adding Multiple Related Persons to Tasks

Alyssa May September 03, 2019 21:53

3 votes 0 comments
Document Expiry and due dates tile

James Burr September 02, 2019 03:19

3 votes 0 comments
Email links auto-populate BCC field with my email to salesforce address.

Jayce Nall August 15, 2019 21:41

3 votes 1 comment
Mark the preferred contact method for a client or contact

Martina Levy July 30, 2019 05:57 Completed

3 votes 1 comment
Allow editing of task due date from main task page (without having to edit)

Kailee Ostroski January 15, 2020 16:01

2 votes 0 comments
Geocodes "Latitude_and_Longitude'' on account(entities) Object

Akeel Wani December 16, 2019 05:15

2 votes 0 comments
Task 'types'

Brent Satill December 12, 2019 02:58

2 votes 2 comments
Financial Account Numbers in Tamarac - Picklist

Laura An October 15, 2019 20:50

2 votes 2 comments
Select Division from Prospect Wizard

Brent Satill September 06, 2019 04:26 Planned

2 votes 1 comment
Remove 'Description' from Task List's 'Subject & Description'

Alyssa May September 04, 2019 00:02

2 votes 1 comment
Task Date Range Filter

Alyssa May September 03, 2019 22:29

2 votes 1 comment
Mass Updating 'Person Related To' Field in Recurring Tasks

Alyssa May September 03, 2019 21:47

2 votes 1 comment
Extend Recurring Tasks

Alyssa May September 03, 2019 21:43

2 votes 1 comment
Connect a Typeform document to Practifi using Zapier

Luke Grundy August 15, 2019 02:46 Planned

2 votes 4 comments