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  1. Practifi Success
  2. System Administrator
  3. Record Management

Record Management

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  • Understanding and Using the Data Management App
  • Understanding and Using Deep Delete
  • Understanding and Using the Noticeboard
  • Managing Mailing Label Settings
  • Understanding and Using Entity Name Formatting
  • Using Filters
  • Creating and Editing Fields
  • Configuring Active Forms
  • Understanding the Validation Check
  • Managing Feed Tracking
  • Creating Relationship Types
  • Creating and Managing Service Types
  • Managing Servicing Teams
  • Understanding and Using RMD Tracking
  • Understanding Missing Information Settings
  • Managing Duplicate Matching & Merging
  • Understanding and Managing Risk Profiles
  • Understanding and Enabling Security Check

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