Settings that define the core configuration of Practifi. Config settings can be defined across the entire Practifi instance, applied to specific user profiles or applied to specific users.
Practifi Settings is divided into three sections:
- Basics: basic configuration of the Practifi instance.
- Integrations: enable and configure integrations with partner applications.
- Styling: define colours used in the user interface. Colours can be specified using hexadecimal codes (e.g. #008080), RGB codes (e.g. 0, 128, 128) or named HTML colours (e.g. Dark Cyan).
| Field Label | API Name | Type | Notes |
| Analytics Page | cloupra__Analytics_Page__c | Text (80) | The SKUID page used for the analytics. May be overriden with a custom page. |
| API Verbose Logging | cloupra__API_Verbose_Logging__c | Checkbox | Required |
| Asset Custom Tab Label | cloupra__Asset_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Asset details popup. |
| Background | cloupra__Background__c | Text (30) | The name of the static resource to be used as the background image. |
| Bulk Create Interactions Page | cloupra__Bulk_Create_Interactions_Page__c | Text (80) | The SKUID page used for the Bulk Create Interactions wizard. May be overridden with a custom page. |
| Bulk Create Tasks Page | cloupra__Bulk_Create_Tasks_Page__c | Text (80) | The SKUID page used for the Bulk Create Tasks wizard. May be overridden with a custom page. |
| Bulk Launch Processes Page | cloupra__Bulk_Launch_Processes_Page__c | Text (80) | The SKUID page used for the Bulk Launch Processes wizard. May be overridden with a custom page. |
| Cache Expiry | cloupra__Cache_Expiry__c | Number (6, 0) | Page cache expiry, in seconds. |
| Class Business Code | cloupra__Class_Business_Code__c | Text (50) | Business Code of Class Super |
| Client Basics Custom Tab Label | cloupra__Client_Basics_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Client Basics. |
| Client View Background | cloupra__Client_View_Background__c | Text (30) | |
| Client View Page | cloupra__Client_View_Page__c | Text (30) | The Skuid page used for the Client View. May be overridden with a custom page. |
| Conga URL Parameters (Client) | cloupra__Conga_URL_Parameters_Client__c | Text (255) | Add additional parameters for your Conga solution here. These will only apply when Conga is launched from Launcher Menu on a Client page. |
| Conga URL Parameters (Policy) | cloupra__Conga_URL_Parameters_Policy__c | Text (255) | Add additional parameters for your Conga solution here. These will only apply when Conga is launched from a Policy page. |
| Create Business Client Page | cloupra__Create_Business_Client_Page__c | Text (40) | The SKUID page used for the create business client page. May be overriden with a custom page. |
| Create Client Entity Page | cloupra__Create_Client_Entity_Page__c | Text (30) | |
| Created By ID | CreatedById | Lookup (User) | Required |
| Created Date | CreatedDate | Datetime | Required |
| Create Employer Page | cloupra__Create_Employer_Page__c | Text (80) | |
| Create Household Client Page | cloupra__Create_Client_Page__c | Text (30) | Help text: The SKUID page used for the create client page. May be overriden with a custom page. Attribute: Required |
| Create MemberAccount Page | cloupra__Create_MemberAccount_Page__c | Text (80) | The SKUID page used for the create memberaccount page. May be overriden with a custom page. |
| Default Instalment Stage | cloupra__Default_Instalment_Stage__c | Text (25) | The Code for the category to be used as the default instalment stage when processing commissions. |
| Default Location | cloupra__Default_Location__c | Text (255) | |
| Default Record Owner | cloupra__Default_Record_Owner__c | Text (18) | The id of the user to be assigned ownership for records created via external media, such as website enquiries. |
| Deleted | IsDeleted | Checkbox | Required |
| Delete Interaction Task | cloupra__Delete_Interaction_Task__c | Checkbox | Help text: Delete the originating Salesforce task after the corresponding PractiFI interaction is created. Attribute: Required |
| Employer Custom Tab Label | cloupra__Employer_Custom_Tab_Label__c | Text (255) | |
| Employer Search Page | cloupra__Employer_Search_Page__c | Text (80) | The SKUID page used for the Employer Search page. May be overridden with a custom page. |
| Employer View Page | cloupra__Employer_View_Page__c | Text (80) | The SKUID page used for the Employer View. May be overridden with a custom page. |
| Enable Address Verification | cloupra__Enable_Address_Verification__c | Checkbox | Required |
| Enable Asset Custom Tab | cloupra__Enable_Asset_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Asset details popup. Attribute: Required |
| Enable Box | cloupra__Enable_Box__c | Checkbox | Help text: Enable the Box integration for PractiFI. Attribute: Required |
| Enable Campaign Monitor | cloupra__Enable_Campaign_Monitor__c | Checkbox | Help text: Enable the Campaign Monitor integration for PractiFI. Attribute: Required |
| Enable Class | cloupra__Enable_Class__c | Checkbox | Help text: Enable the Class integration for PractiFI. Attribute: Required |
| Enable Client Basics Custom Tab | cloupra__Enable_Client_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Client Basics section of Client View. Attribute: Required |
| Enable Client View Assets & Liabs Tab | cloupra__Enable_Client_View_Assets_Liabs_Tab__c | Checkbox | Help text: Enables the Assets & Liabilities tab in the vertical sidenav of Client View. Attribute: Required |
| Enable Client View Feed Tab | cloupra__Enable_Client_View_Feed_Tab__c | Checkbox | Help text: Enables the Feed tab in the vertical sidenav of Client View. Attribute: Required |
| Enable Client View Goals & Recomm Tab | cloupra__Enable_Client_View_Goals_Recomm_Tab__c | Checkbox | Help text: Enables the Goals & Recommendations tab in the vertical sidenav of Client View. Attribute: Required |
| Enable Client View Income & Expenses Tab | cloupra__Enable_Client_View_Income_Expenses_Tab__c | Checkbox | Help text: Enables the Income & Expenses tab in the vertical sidenav of Client View. Attribute: Required |
| Enable Client View Insurance Tab | cloupra__Enable_Client_View_Insurance_Tab__c | Checkbox | Help text: Enables the Insurance tab in the vertical sidenav of Client View. Attribute: Required |
| Enable Client View Interactions Tab | cloupra__Enable_Client_View_Interactions_Tab__c | Checkbox | Help text: Enables the Interactions tab in the vertical sidenav of Client View. Attribute: Required |
| Enable Client View Processes & Tasks Tab | cloupra__Enable_Client_View_Processes_Tasks_Tab__c | Checkbox | Help text: Enables the Processes & Tasks tab in the vertical sidenav of Client View. Attribute: Required |
| Enable Client View Relationships Tab | cloupra__Enable_Client_View_Relationships_Tab__c | Checkbox | Help text: Enables the Relationships tab in the vertical sidenav of Client View. Attribute: Required |
| Enable Client View Services Tab | cloupra__Enable_Client_View_Services_Tab__c | Checkbox | Help text: Enables the Services tab in the vertical sidenav of Client View. Attribute: Required |
| Enable Completed Task Custom Tab | cloupra__Enable_Completed_Task_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Completed Task details popup. Attribute: Required |
| Enable Conga | cloupra__Enable_Conga__c | Checkbox | Help text: Enable the Conga integration for PractiFI. Attribute: Required |
| Enable Docusign | cloupra__Enable_Docusign__c | Checkbox | Help text: Enable the Docusign integration for PractiFI. Attribute: Required |
| Enable Dropbox | cloupra__Enable_Dropbox__c | Checkbox | Help text: Enable the Dropbox integration for PractiFI. Attribute: Required |
| Enable Employer Custom Tab | cloupra__Enable_Employer_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in employer view. Attribute: Required |
| Enable Employer View Interactions Tab | cloupra__Enable_Employer_View_Interactions_Tab__c | Checkbox | Help text: Enables the Interactions tab in the vertical sidenav of Employer View. Attribute: Required |
| Enable Employer View Processes Tasks Tab | cloupra__Enable_Employer_View_Processes_Tasks_Tab__c | Checkbox | Help text: Enables the Process and Tasks tab in the vertical sidenav of Employer View. Attribute: Required |
| Enable Employer View Relationships Tab | cloupra__Enable_Employer_View_Relationships_Tab__c | Checkbox | Help text: Enables the Relationships tab in the vertical sidenav of Employer View. Attribute: Required |
| Enable Employer View Services Tab | cloupra__Enable_Employer_View_Services_Tab__c | Checkbox | Help text: Enables the Services tab in the vertical sidenav of Employer View. Attribute: Required |
| Enable Evernote | cloupra__Enable_Evernote__c | Checkbox | Help text: Enable the Evernote integration for PractiFI. Attribute: Required |
| Enable Fact Find | cloupra__Enable_Fact_Find__c | Checkbox | Required |
| Enable Feed Template | cloupra__Enable_Feed_Template__c | Checkbox | Help text: Enables the ability to create notes in the feed from predefined note templates. Attribute: Required |
| Enable Google Drive | cloupra__Enable_Google_Drive__c | Checkbox | Help text: Enable the Google Drive integration for PractiFI. Attribute: Required |
| Enable Group View Assets & Liabs Tab | cloupra__Enable_Group_View_Assets_Liabs_Tab__c | Checkbox | Help text: Enables the Assets & Liabilities tab in the vertical sidenav of Group View. Attribute: Required |
| Enable Group View At a Glance Tab | cloupra__Enable_Group_View_At_a_Glance_Tab__c | Checkbox | Help text: Enables the At a Glance tab in the vertical sidenav of Group View. Attribute: Required |
| Enable Group View Clients Tab | cloupra__Enable_Group_View_Clients_Tab__c | Checkbox | Help text: Enables the Clients tab in the vertical sidenav of Group View. Attribute: Required |
| Enable Group View Insurance Tab | cloupra__Enable_Group_View_Insurance_Tab__c | Checkbox | Help text: Enables the Insurance tab in the vertical sidenav of Group View. Attribute: Required |
| Enable Group View Interactions Tab | cloupra__Enable_Group_View_Interactions_Tab__c | Checkbox | Help text: Enables the Interactions tab in the vertical sidenav of Group View. Attribute: Required |
| Enable Group View Processes & Tasks Tab | cloupra__Enable_Group_View_Processes_Tasks_Tab__c | Checkbox | Help text: Enables the Processes & Tasks tab in the vertical sidenav of Group View. Attribute: Required |
| Enable Group View Services Tab | cloupra__Enable_Group_View_Services_Tab__c | Checkbox | Help text: Enables the Services tab in the vertical sidenav of Group View. Attribute: Required |
| Enable IncExp Custom Tab | cloupra__Enable_IncExp_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Income & Expenses details popup. Attribute: Required |
| Enable Interaction Custom Tab | cloupra__Enable_Interaction_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Interaction details popup. Attribute: Required |
| Enable Liability Custom Tab | cloupra__Enable_Liability_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Liability details popup. Attribute: Required |
| Enable LOOP | cloupra__Enable_LOOP__c | Checkbox | Help text: Enable the LOOP for Salesforce integration for PractiFI. Attribute: Required |
| Enable Match My Email | cloupra__Enable_Match_My_Email__c | Checkbox | Help text: Enable the Enable Match My Email integration for PractiFI. Attribute: Required |
| Enable Multi Practice | cloupra__Enable_Multi_Practice__c | Checkbox | Help text: Enables the ability to create multiple practices in a hierarchy and assign team members to practices. Attribute: Required |
| Enable Notifications | cloupra__Enable_Notifications__c | Checkbox | Help text: Enables feed notifications. Attribute: Required |
| Enable OmniLife | cloupra__Enable_OmniLife__c | Checkbox | Help text: Enable the OnmiLife Quote integration for PractiFI. Attribute: Required |
| Enable Open Task Custom Tab | cloupra__Enable_Open_Task_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Open Task details popup. Attribute: Required |
| Enable Person Basics Custom Tab | cloupra__Enable_Person_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Person View. Attribute: Required |
| Enable Person View Assets & Liabs Tab | cloupra__Enable_Person_View_Assets_Liabs_Tab__c | Checkbox | Help text: Enables the Assets & Liabilities tab in the vertical sidenav of Person View. Attribute: Required |
| Enable Person View Insurance Tab | cloupra__Enable_Person_View_Insurance_Tab__c | Checkbox | Help text: Enables the Insurance tab in the vertical sidenav of Person View. Attribute: Required |
| Enable Person View Interactions Tab | cloupra__Enable_Person_View_Interactions_Tab__c | Checkbox | Help text: Enables the Interactions tab in the vertical sidenav of Person View. Attribute: Required |
| Enable Person View Relationships Tab | cloupra__Enable_Person_View_Relationships_Tab__c | Checkbox | Help text: Enables the Relationships tab in the vertical sidenav of Person View. Attribute: Required |
| Enable Person View Services Tab | cloupra__Enable_Person_View_Services_Tab__c | Checkbox | Help text: Enables the Services tab in the vertical sidenav of Person View. Attribute: Required |
| Enable Policy Custom Tab | cloupra__Enable_Policy_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Policy details popup. Attribute: Required |
| Enable Practice View Assets & Liabs Tab | cloupra__Enable_Practice_View_Assets_Liabs_Tab__c | Checkbox | Help text: Enables the Assets & Liabilities tab in the vertical sidenav of Practice View. Attribute: Required |
| Enable Practice View At a Glance Tab | cloupra__Enable_Practice_View_At_a_Glance_Tab__c | Checkbox | Help text: Enables the At a Glance tab in the vertical sidenav of Practice View. Attribute: Required |
| Enable Practice View Clients Tab | cloupra__Enable_Practice_View_Clients_Tab__c | Checkbox | Help text: Enables the Clients tab in the vertical sidenav of Practice View. Attribute: Required |
| Enable Practice View Insurance Tab | cloupra__Enable_Practice_View_Insurance_Tab__c | Checkbox | Help text: Enables the Insurance tab in the vertical sidenav of Practice View. Attribute: Required |
| Enable Practice View Interactions Tab | cloupra__Enable_Practice_View_Interactions_Tab__c | Checkbox | Help text: Enables the Interactions tab in the vertical sidenav of Practice View. Attribute: Required |
| Enable Practice View People Tab | cloupra__Enable_Practice_View_People_Tab__c | Checkbox | Help text: Enables the People tab in the vertical sidenav of Practice View. Attribute: Required |
| Enable Practice View Processes Tasks Tab | cloupra__Enable_Practice_View_Processes_Tasks_Tab__c | Checkbox | Help text: Enables the Processes & Tasks tab in the vertical sidenav of Practice View. Attribute: Required |
| Enable Practice View Providers Tab | cloupra__Enable_Practice_View_Providers_Tab__c | Checkbox | Help text: Enables the Providers tab in the vertical sidenav of Practice View. Attribute: Required |
| Enable Practice View Services Tab | cloupra__Enable_Practice_View_Services_Tab__c | Checkbox | Help text: Enables the Services tab in the vertical sidenav of Practice View. Attribute: Required |
| Enable Practice View Team Tab | cloupra__Enable_Practice_View_Team_Tab__c | Checkbox | Help text: Enables the Team tab in the vertical sidenav of Practice View. Attribute: Required |
| Enable Praemium | cloupra__Enable_Praemium__c | Checkbox | Help text: Enable the Praemium integration for PractiFI. Attribute: Required |
| Enable Process Custom Tab | cloupra__Enable_Process_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Process details popup. Attribute: Required |
| Enable Productivity Features | cloupra__Enable_Productivity_Features__c | Checkbox | Required |
| Enable Provider Basics Custom Tab | cloupra__Enable_Provider_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Provider View. Attribute: Required |
| Enable Provider View Assets & Liabs Tab | cloupra__Enable_Provider_View_Assets_Liabs_Tab__c | Checkbox | Help text: Enables the Assets & Liabilities tab in the vertical sidenav of Provider View. Attribute: Required |
| Enable Provider View Feed Tab | cloupra__Enable_Provider_View_Feed_Tab__c | Checkbox | Help text: Enables the Feed tab in the vertical sidenav of Provider View. Attribute: Required |
| Enable Provider View Insurance Tab | cloupra__Enable_Provider_View_Insurance_Tab__c | Checkbox | Help text: Enables the Insurance tab in the vertical sidenav of Provider View. Attribute: Required |
| Enable Provider View Interactions Tab | cloupra__Enable_Provider_View_Interactions_Tab__c | Checkbox | Help text: Enables the Interactions tab in the vertical sidenav of Provider View. Attribute: Required |
| Enable Provider View Relationships Tab | cloupra__Enable_Provider_View_Relationships_Tab__c | Checkbox | Help text: Enables the Relationships tab in the vertical sidenav of Provider View. Attribute: Required |
| Enable Provider View Services Tab | cloupra__Enable_Provider_View_Services_Tab__c | Checkbox | Help text: Enables the Services tab in the vertical sidenav of Provider View. Attribute: Required |
| Enable Provisio | cloupra__Enable_Provisio__c | Checkbox | Help text: Enable Provisio for PractiFI integration Attribute: Required |
| Enable Service Basic Custom Tab | cloupra__Enable_Service_Basic_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Service Basics section of Service View. Attribute: Required |
| Enable Service Custom Tab | cloupra__Enable_Service_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Service section of Client View. Attribute: Required |
| Enable Service Delivery | cloupra__Enable_Service_Delivery__c | Checkbox | Required |
| Enable Softphone | cloupra__Enable_Softphone__c | Checkbox | Help text: Enables the standard Salesforce CTI integration. Attribute: Required |
| Enable Superannuation Features | cloupra__Enable_Superannuation_Feature__c | Checkbox | Required |
| Enable SV Assets & Liabilities Tab | cloupra__Enable_SV_Assets_Liabilities_Tab__c | Checkbox | Help text: Enables the Assets & Liabilities tab in the vertical sidenav of Service View. Attribute: Required |
| Enable SV Feed Tab | cloupra__Enable_SV_Feed_Tab__c | Checkbox | Help text: Enables the Feed tab in the vertical sidenav of Service View. Attribute: Required |
| Enable SV Insurance Tab | cloupra__Enable_SV_Insurance_Tab__c | Checkbox | Help text: Enables the Insurance tab in the vertical sidenav of Service View. Attribute: Required |
| Enable SV Interactions Tab | cloupra__Enable_SV_Interactions_Tab__c | Checkbox | Help text: Enables the Interactions tab in the vertical sidenav of Service View. Attribute: Required |
| Enable SV Processes & Tasks Tab | cloupra__Enable_SV_Processes_Tasks_Tab__c | Checkbox | Help text: Enables the Processes & Tasks tab in the vertical sidenav of Service View. Attribute: Required |
| Enable SV Scope Area Tab | cloupra__Enable_SV_Scope_Area_Tab__c | Checkbox | Help text: Enables the Scope Area tab in the vertical sidenav of Service View. Attribute: Required |
| Enable Tags | cloupra__Enable_Topics__c | Checkbox | Required |
| Enable Tamarac | cloupra__Enable_Tamarac__c | Checkbox | Required |
| Enable Task Assignment Notification | cloupra__Enable_Task_Assignment_Notification__c | Checkbox | Help text: Enables the task assignment email notification when task created or owner is changed. Attribute: Required |
| Enable Task Custom Tab | cloupra__Enable_Task_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Task section of Client View. Attribute: Required |
| Enable Tax | cloupra__Enable_Tax__c | Checkbox | Help text: Enables tax handling. Attribute: Required |
| Enable Team Member Basics Custom Tab | cloupra__Enable_TeamMember_Custom_Tab__c | Checkbox | Help text: Enables the custom fields tab in Team Member view. Attribute: Required |
| Enable Time Tracking | cloupra__Enable_Time_Tracking__c | Checkbox | Required |
| Enable TMV Assets & Liabs Tab | cloupra__Enable_TMV_Assets_Liabs_Tab__c | Checkbox | Help text: Enables the Assests & Liabilities tab in the vertical sidenav of Team Member View. Attribute: Required |
| Enable TMV At a Glance Tab | cloupra__Enable_TMV_At_a_Glance_Tab__c | Checkbox | Help text: Enables the At a Glance tab in the vertical sidenav of Team Member View. Attribute: Required |
| Enable TMV Clients Tab | cloupra__Enable_TMV_Clients_Tab__c | Checkbox | Help text: Enables the Clients tab in the vertical sidenav of Team Member View. Attribute: Required |
| Enable TMV Feed Tab | cloupra__Enable_TMV_Feed_Tab__c | Checkbox | Help text: Enables the Feed tab in the vertical sidenav of Team Member View. Attribute: Required |
| Enable TMV Insurance Tab | cloupra__Enable_TMV_Insurance_Tab__c | Checkbox | Required |
| Enable TMV Interactions Tab | cloupra__Enable_TMV_Interactions_Tab__c | Checkbox | Help text: Enables the Interactions tab in the vertical sidenav of Team Member View. Attribute: Required |
| Enable TMV Processes & Tasks Tab | cloupra__Enable_TMV_Processes_Tasks_Tab__c | Checkbox | Help text: Enables the Processes & Tasks tab in the vertical sidenav of Team Member View. Attribute: Required |
| Enable TMV Relationships Tab | cloupra__Enable_TMV_Relationships_Tab__c | Checkbox | Help text: Enables the Relationships tab in the vertical sidenav of Team Member View. Attribute: Required |
| Enable TMV Services Tab | cloupra__Enable_TMV_Services_Tab__c | Checkbox | Help text: Enables the Services tab in the vertical sidenav of Team Member View. Attribute: Required |
| Enable Xero | cloupra__Enable_Xero__c | Checkbox | Help text: Enable the Xero integration for PractiFI. You must also configure the Xero Settings in Salesforce. Attribute: Required |
| Enquiry Form Stylesheet | cloupra__Enquiry_Form_Stylesheet__c | Text (255) | The URL for the CSS stylesheet to customize the style of your web enquiry form (which you can get from your website developer) |
| Full Refresh Interval | cloupra__Full_Refresh_Interval__c | Number (10, 0) | The number of state changes between full refreshes. |
| Google Drive Folder ID | cloupra__Google_Drive_Folder_ID__c | Text (255) | |
| Group View Page | cloupra__Group_View_Page__c | Text (30) | The SKUID page used for the group view. May be overriden with a custom page. |
| Home Page | cloupra__Home_Page__c | Text (30) | Help text: The SKUID page used for the home page. May be overriden with a custom page. Attribute: Required |
| IncExp Custom Tab Label | cloupra__IncExp_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Client Income and Expense details popup. |
| Infer Interaction Method | cloupra__Infer_Interaction_Method__c | Checkbox | Help text: Infer the interaction method where necessary when syncing interactions with third-party apps. Attribute: Required |
| Interactions Custom Tab Label | cloupra__Interactions_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Interaction details popup. |
| Last Modified By ID | LastModifiedById | Lookup (User) | Required |
| Last Modified Date | LastModifiedDate | Datetime | Required |
| Launch Process Page | cloupra__Launch_Process_Page__c | Text (30) | Help text: The SKUID page used for the launch process page. May be overriden with a custom page. Attribute: Required |
| Liability Custom Tab Label | cloupra__Liability_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Liability details popup. |
| Location | SetupOwnerId | Lookup (Organization, Profile, User) | |
| Logo | cloupra__Logo__c | Text (80) | |
| Member Account Search Page | cloupra__Member_Account_Search_Page__c | Text (80) | The SKUID page used for the member account search page. May be overriden with a custom page. |
| Name | Name | Text (80) | |
| Namespace Prefix | cloupra__Namespace_Prefix__c | Text (10) | Required |
| New Client Task | cloupra__New_Client_Task__c | Text (255) | |
| New Prospect Task | cloupra__New_Prospect_Task__c | Text (100) | |
| Notification Polling Interval | cloupra__Notification_Polling_Interval__c | Number (12, 0) | Notification polling interval in seconds. |
| OmniLife Integration Key | cloupra__OmniLife_Integration_Key__c | Text (255) | Contact Omnium for your OmnLife Integration Key if you don't already have one. |
| Onboarding Wizard Complete | cloupra__Onboarding_Wizard_Complete__c | Checkbox | Required |
| Open Task Custom Tab Label | cloupra__Open_Task_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Open Task details popup. |
| Payment Processing Batch Id | cloupra__Payment_Processing_Batch_Id__c | Text (50) | While a payment processing is active this field stores the ID of the bulk APEX job. |
| Person Basics Custom Tab Label | cloupra__Person_Basics_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Person Basics. |
| Person View Page | cloupra__Person_View_Page__c | Text (30) | The SKUID page used for the person view. May be overriden with a custom page. |
| Policy Custom Tab Label | cloupra__Policy_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Policy details popup. |
| Practice Label Plural | cloupra__Practice_Label_Plural__c | Text (25) | The plural label used to describe a practice within a multi-practice organisation, e.g. division, office, branch, department, etc. |
| Practice Label Singular | cloupra__Practice_Label_Singular__c | Text (25) | The singular label used to describe a practice within a multi practice organisation, e.g. division, office, branch, department, etc. |
| Practice Logo | cloupra__Practice_Logo__c | Text (80) | The name of the static resource to be used as the practice logo. |
| Practice View Page | cloupra__Practice_View_Page__c | Text (30) | The SKUID page used for the practice view. May be overriden with a custom page. |
| Praemium Access Code | cloupra__Praemium_Access_Code__c | Text (255) | Access code for Praemium single sign on. |
| Praemium ServiceID | cloupra__Praemium_ServiceID__c | Text (255) | ServiceID of Praemium. |
| Praemium SSO End Point | cloupra__Praemium_SSO_End_Point__c | Text (255) | |
| Prevent Page Edits | cloupra__Prevent_Page_Edits__c | Checkbox | Help text: *************** WARNING: Disabling this feature may allow your users to edit PractiFi page code. This may cause irreparable damage to your PractiFI environment. DO NOT DISABLE THIS SETTING UNLESS YOU KNOW WHAT YOU ARE DOING *************** Attribute: Required |
| Process Custom Tab Label | cloupra__Process_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Process details popup. |
| Provider Basics Custom Tab Label | cloupra__Provider_Basics_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Provider Basics. |
| Provider View Page | cloupra__Provider_View_Page__c | Text (30) | The SKUID page used for the provider view. May be overriden with a custom page. |
| Record ID | Id | Id (18) | Required |
| Revenue Roll-Up To Client | cloupra__Revenue_Roll_Up_To_Client__c | Text (255) | |
| Service Basics Custom Tab Label | cloupra__Service_Basics_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Service Basics. |
| Service View Page | cloupra__Service_View_Page__c | Text (80) | |
| Set Up Link | cloupra__Set_Up_Link__c | Text (80) | |
| Show Setup Menu Item | cloupra__Show_Setup_Menu_Item__c | Checkbox | Help text: Display the Setup menu item in the Settings menu in CloudPractice. Attribute: Required |
| SPA Experience | cloupra__SPA_Experience__c | Checkbox | Help text: Enable the PractiFI SPA experience. Attribute: Required |
| Standard Work Hours | cloupra__Standard_Work_Hours__c | Number (2, 2) | Help text: The number of hours in a standard work day. Attribute: Required |
| Sync Delete Interaction | cloupra__Sync_Delete_Interaction__c | Checkbox | Help text: Sync deletes and undeletes between Salesforce events and PractiFI interactions. Attribute: Required |
| System Modstamp | SystemModstamp | Datetime | Required |
| Task Custom Tab Label | cloupra__Task_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Task details popup. |
| Task Due Date Default Interval | cloupra__Task_Due_Date_Default_Interval__c | Number (3, 0) | The default due date interval for new tasks, i.e. today plus x days. |
| Team Member Basics Custom Tab Label | cloupra__Team_Member_Basics_Custom_Tab_Label__c | Text (255) | The label for the button used to access the customisable page in Team Member Basics. |
| Team Member View Page | cloupra__Team_Member_View_Page__c | Text (30) | The SKUID page used for the team member view. May be overriden with a custom page. |
| Theme | cloupra__Theme__c | Text (30) | The styling theme applied to PractiFI pages. |
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