Posts – Practifi Success

Rich Text in interaction descriptions

James Burr August 15, 2019 00:14

7 votes 1 comment
Fact Find Capability Enhancements

James Burr September 03, 2019 23:32

6 votes 1 comment
Allow editing of task staging without going to the edit task screen

Brent Satill August 14, 2019 01:49

6 votes 1 comment
Have predecessor tasks in workflow

Lindsey Hanson July 03, 2019 03:08 Planned

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

Alex Lee September 04, 2019 05:49

3 votes 1 comment
Document Expiry and due dates tile

James Burr September 02, 2019 03:19

3 votes 0 comments
Notification of tasks on due date

Rob Pyne August 22, 2019 00:16

3 votes 3 comments
Riskalyze

Adrian Johnstone August 12, 2019 19:31

3 votes 0 comments
Mark the preferred contact method for a client or contact

Martina Levy July 30, 2019 05:57 Planned

3 votes 0 comments
Adding Spell Check

Alyssa May September 16, 2019 23:20

2 votes 0 comments
"Cannot Delete" error messages should navigate to associated record when clicked

Jayce Nall September 11, 2019 14:01

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

Jayce Nall August 15, 2019 21:41

2 votes 0 comments
Connect a Typeform document to Practifi using Zapier

Luke Grundy August 15, 2019 02:46

2 votes 3 comments
Highlight form fields when focused

Jayce Nall August 14, 2019 17:33

2 votes 1 comment
Select Division from Prospect Wizard

Brent Satill September 06, 2019 04:26

1 vote 1 comment
Remove 'Description' from Task List's 'Subject & Description'

Alyssa May September 04, 2019 00:02

1 vote 1 comment
Task Date Range Filter

Alyssa May September 03, 2019 22:29

1 vote 1 comment
Adding Multiple Related Persons to Tasks

Alyssa May September 03, 2019 21:53

1 vote 0 comments
SMS Broadcast Integration

Emily Wilhelm August 28, 2019 00:58 Answered

1 vote 1 comment
Interaction with multiple team members to appear in Analytics

Rob Pyne August 22, 2019 00:35

1 vote 1 comment
Notifications dismissal to be made Configurable. Defaulting to 5 days

Kharles Pico August 15, 2019 02:25

1 vote 1 comment
Data Feeds for HUB24

Daniel Walsh August 15, 2019 00:48

1 vote 1 comment
Relate an Interaction to multiple contacts

Lindsey Hanson April 30, 2019 06:02 Completed

1 vote 2 comments
AdvicePay Integration

Alyssa May September 19, 2019 22:16

0 votes 0 comments
System Limits Health Check Report

James Burr September 11, 2019 02:04

0 votes 0 comments
Adding Larger Interaction Parties

Alyssa May September 04, 2019 16:10

0 votes 1 comment
'Preferred' And 'Last' Instead Of 'First' And 'Last' Names In Picklists

Alyssa May September 04, 2019 00:22

0 votes 0 comments
Adding Fields To Entity Type 'LLC'

Alyssa May September 04, 2019 00:15

0 votes 0 comments
Filtering & Searching Firm-Level Task By Segment

Alyssa May September 04, 2019 00:13

0 votes 0 comments
Adding Chatter to User Menu

Alyssa May September 04, 2019 00:06

0 votes 0 comments