Overview
Practifi's page views determine which records are displayed on each page within an app, automatically filtering list data to match the context of the logged-in user. Rather than requiring users to manually sort through every record in the organization, page views surface only the records that are relevant to that user's role, team membership, or ownership. This keeps each user's workspace focused and reduces the time spent searching for the right information.
Each Practifi app is tailored for a specific function and audience. The page views available within each app reflect those priorities. Whether that means a financial advisor seeing only their own client relationships, a compliance officer reviewing all prospect activity across their team, or a manager accessing firm-wide data at a glance. Understanding which page views are available and what data they surface is an important part of configuring Practifi for your users.
This article outlines the available page views within each app and the information they display. For details on changing page views and using page functionality in Practifi, see our Using Pages article.
- Advisor App
- Business Development App
- Client Service App
- Compliance App
- Management App
- Marketing App
- Team Member App
Advisor App
The Advisor App is the primary workspace for financial advisors. Its page views are scoped to the logged-in advisor's own records and, where applicable, to the records within their division. This focused approach means advisors can quickly access their active clients, monitor their pipeline, and stay on top of open tasks without having to navigate firm-wide data. The My Priority List view is particularly useful for proactive client management, surfacing relationships that may need attention based on recency of contact or client age.
Clients
| Page View Name | Information Displayed | Component Name |
| My Active Clients | Key Entity records where the Client Stage is Client and the Owner of the record is the current user, or the current user is set as a Financial Advisor as part of the record's Servicing Team. | Advisor - Client Directory - My Active Clients |
| My Divisions Clients | Key Entity records where the Client Stage is Client and the Owner of the record is the current user or a member of the current user's Division. | Advisor - Client Directory - My Divisions Clients |
| My Lost Clients | Key Entity records where the Client Stage is Lost Client and the Owner of the record is the current user, or the current user is set as a Financial Advisor as part of the record's Servicing Team. | Advisor - Client Directory - My Lost Clients |
| My Priority List |
Household and Individual records where the Client Stage is Client, and the Owner on the record is the current user, or the current user is set as a Financial Advisor as part of the Servicing Team. The record then also meets one of the following requirements:
|
Advisor - Client Directory - My Priority List |
Directory
| Page View Name | Information Displayed | Component Name |
| My Division's Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Advisor - Directory-My Division's Key Entities |
| My Division's People | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Advisor - Directory - My Division's People |
| My Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user, or the current user is set as a Financial Advisor as part of the record's Servicing Team. | Advisor - Directory - My Key Entities |
| My People | Contacts from Household, Organization, and Individual records where the Owner of the record or Primary Entity record is the current user, or the current user is set as a Financial Advisor as part of the record's Servicing Team. | Advisor - Directory - My People |
| My Division's Key Entities (Mailing List) | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Advisor - Directory - My Division's Key Entities |
| My Division's People (Mailing List) | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Advisor - Directory - My Division's People - Mailing List |
| My Key Entities (Mailing List) | Household, Organization, and Individual records where the Owner of the record is the current user, or the current user is set as a Financial Advisor as part of the record's Servicing Team. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Advisor - Directory - My Key Entities - Mailing List |
| My People (Mailing List) | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user, or the current user is set as a Financial Advisor as part of the record's Servicing Team. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Advisor - Directory - My People - Mailing List |
Influence
| Page View Name | Information Displayed | Component Name |
| My Division's Influencers | Members from Household, Organization, or Individual records that contain a value in the Influencer Segment field, and the current user is a team member within the record's assigned Division. | Advisor - Influence Directory - My Division's Influencers |
| My Influencers | Members from Household, Organization, or Individual records that contain a value in the Influencer Segment field, and the current user is the owner of the record or is designated as a Financial Advisor in the record's Servicing Team. | Advisor - Influence Directory - My Influencers |
Pipeline
| Page View Name | Information Displayed | Component Name |
| My Active Prospects | Household, Organization, or Individual records where the Client Stage contains the word "Prospect" and the current user is the Owner of the record, or is designated as a Financial Advisor in the record's Servicing Team. | Advisor - Pipeline Directory - My Active Prospects |
| My Closed Deals | Deal records whose stage begins with Closed, and where the current user is the Owner of the record or is designated as a Financial Advisor in the record's Servicing Team. | Advisor - Pipeline Directory - My Closed Deals |
| My Division's Open Deals | Deal records where the stage is not Closed Won or Closed Lost, and the current user is a member of the record's related Division. | Advisor - Pipeline Directory - My Division's Open Deals |
| My Division's Prospects | Household, Organization, or Individual records where the Client Stage is Prospect or Lost Prospect and the current user is a member of the record's related Division. | Advisor - Pipeline Directory - My Division's Prospects |
| My Lost Prospects | Household, Organization, or Individual records where the Client Stage is Lost Prospect and the current user is the Owner of the record or is designated as a Financial Advisor member of the record's Servicing Team. | Advisor - Pipeline Directory - My Lost Prospects |
| My Open Deals | Deal records where the stage is not Closed Lost or Closed Won, and the current user is the Owner of the record or is designated as a Financial Advisor member of the record's Servicing Team. | Advisor - Pipeline Directory - My Open Deals |
Processes
| Page View Name | Information Displayed | Component Name |
| My Active Processes | Process records where the Process Stage is not Completed or Canceled, and the current user is the Owner of the process's Related Client or is designated as a Financial Advisor on the record's Servicing Team. | Advisor - Processes Directory - My Active Processes |
| My Division's Processes | Process records where the current user is set as a member of the record's related Division. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Advisor - Processes Directory - My Division's Processes |
| My Inactive Processes | Processes where the Process Stage is Completed or Canceled, and the current user is the Owner of the process's Related Client or is designated as a Financial Advisor on the record's Servicing Team. | Advisor - Processes Directory - My Inactive Processes |
Services
| Page View Name | Information Displayed | Component Name |
| My Active Services | Service records where the current user is the Owner of the record or is designated as a Financial Advisor member of the record's Servicing Team. It excludes Service records with the Service Stage of Draft, Completed, Canceled, or Terminated. | Advisor - Services Directory - My Active Services |
| My Division's Services | Service records where the current user is set as a member of the record's related Division. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Advisor - Services Directory - My Division's Services |
| My Inactive Services | Service records where the current user is the Owner of the record or is designated as a Financial Advisor member of the record's Servicing Team. It includes Service records with the Service Stage of Draft, Completed, Canceled, Terminated, or a blank stage. | Advisor - Services Directory - My Inactive Services |
Tasks
| Page View Name | Information Displayed | Component Name |
|---|---|---|
| My Tasks | Task records where the current user is the Owner of the record and the task is not part of a recurring task series. | Advisor - Tasks Directory - My All Tasks |
| My Delegated Open Tasks | Task records that are not closed and are created by the current user but not assigned to the current user. The Task record is also not part of a recurring task series. | Advisor - Tasks Directory - My Delegated Open Tasks |
| My Division's Open Tasks | All open, non-recurring tasks assigned to anyone in the current user's primary division. | Advisor - Tasks Directory - My Division's Open Tasks |
| My Due and Overdue Delegated Tasks | All open, non-recurring tasks that the current user created and are currently assigned to another user, where the due date is today or earlier. | Advisor - Tasks Directory - My Due and Overdue Delegated Tasks |
| My Due and Overdue Tasks | All open, non-recurring task records assigned to the current user that are linked to a related record, where the due date is today or earlier. | Advisor - Tasks Directory - My Due and Overdue Tasks |
| My Open Tasks | All open Task records that are not part of a recurring series and for which the current user is the Owner. | Advisor - Tasks Directory - My Open Tasks |
| My Personal Tasks | All non-recurring Task records that are not related to any record (Account, Opportunity, etc.) where the current user is the Owner of the record. | Advisor - Tasks Directory - My Personal Tasks |
Business Development App
The Business Development App supports teams that manage firm and advisor acquisition activity. Its page views surface the accounts, deals, and onboarding records most relevant to business development professionals, with scoping options for both individually owned records and division-level activity. The Onboarding page views make it easy to track newly acquired relationships as they move through the onboarding stage, giving your team visibility into what still needs to be completed after a deal closes.
Directory
| Page View Name | Information Displayed | Component Name |
| All Firms & Advisors | All Account records where the record type is either Advisor or Firm. | Business Dev - Directory - All Firms & Advisors |
| My Firms & Advisors | All account records with record type Advisor or Firm and owned by the current user. | Business Dev - Directory - My Firms & Advisors |
| My Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user or the current user is set as a Financial Advisor as part of the record's Servicing Team. | Business Dev - Directory - My Key Entities |
| My People | Contacts from Household, Organization, and Individual records where the Owner of the record or the Primary Entity record is the current user, or where the current user is set as a Financial Advisor as part of the record's Servicing Team. | Business Dev - Directory - My People |
Influence
| Page View Name | Information Displayed | Component Name |
| My Division's Influencers | Members from Household, Organization, or Individual records that contain a value in the Influencer Segment field, and the current user is a team member within the record's assigned Division. | Business Dev - Influence Directory - My Division's Influencers |
| My Influencers | Members from Household, Organization, or Individual records that contain a value in the Influencer Segment field, and the current user is the owner of the record or is designated as a Financial Advisor member of the record's Servicing Team. | Business Dev - Influence Directory - My Influencers |
Onboarding
| Page View Name | Information Displayed | Component Name |
| All Acquisitions in Onboarding | Household, Organization, or Individual records where the Acquisition Stage is Onboarding. | Business Dev - Onboarding Directory - All Acquisitions in Onboarding |
| My Acquisitions in Onboarding | Household, Organization, or Individual records where the Acquisition Stage is Onboarding, and the Owner of the record is the current user. | Business Dev - Onboarding Directory - My Acquisitions in Onboarding |
Pipeline
| Page View Name | Information Displayed | Component Name |
| All Deals |
Deal records that are related to an entity where the record type is Firm or Advisor and do not have the following status:
|
Business Dev - Pipeline Directory - All Deals |
| All Firms and Advisors in Contention | Account records where the Acquisition Stage value is Contention. | Business Dev - Pipeline Directory - All Firms and Advisors in Contention |
| All Firms and Advisors in Due Diligence | Account records where the Acquisition Stage value is Due Diligence. | Business Dev - Pipeline Directory - All Firms and Advisors in Due Diligence |
| All Firms and Advisors under Consideration | Account records where the Acquisition Stage value is Consideration. | Business Dev - Pipeline Directory - All Firms and Advisors under Consideration |
| My Closed Deals |
Deal records where the Status value is any of the following:
|
Business Dev - Pipeline Directory - My Closed Deals |
| My Firm and Advisors in Contention | Account records where the Acquisition Stage value is Contention, and the Owner of the record is the current user. | Business Dev - Pipeline Directory - My Firm and Advisors in Contention |
| My Firms and Advisors in Due Diligence | Account records where the Acquisition Stage value is Due Diligence, and the Owner of the record is the current user. | Business Dev - Pipeline Directory - My Firms and Advisors in Due Diligence |
| My Firms and Advisors under Consideration | Account records where the Acquisition Stage value is Consideration, and the Owner of the record is the current user. | Business Dev - Pipeline Directory - My Firms and Advisors under Consideration |
| My Open Deals |
Deal records related to a Firm or an Advisor where the status is not any of the following:
|
Business Dev - Pipeline Directory - My Open Deals |
Processes
| Page View Name | Information Displayed | Component Name |
| All Processes | All Process records are available within the Practifi organization. | Business Dev - Processes Directory - All Processes |
| My Active Processes | Process records where the Owner of the record is the current user and the Process Stage is not Completed or Canceled. | Business Dev - Processes Directory - My Active Processes |
| My Inactive Processes | Process records where the Owner of the record is the current user and the Process Stage is Complete or Canceled. | Business Dev - Processes Directory - My Inactive Processes |
Tasks
| Page View Name | Information Displayed | Component Name |
|---|---|---|
| All Tasks | All Task records in the Practifi organization. | Business Dev Tasks Directory - All Tasks |
| My Delegated Open Tasks | Task records that are not closed and are created by the current user but not assigned to the current user. The Task record is also not part of a recurring task series. | Business Dev Tasks Directory - My Delegated Open Tasks |
| My Due and Overdue Delegated Tasks | All open, non-recurring tasks that the current user created and are currently assigned to another user, where the due date is today or earlier. | Business Dev Tasks Directory - My Due and Overdue Delegated Tasks |
| My Due and Overdue Tasks | All open, non-recurring task records assigned to the current user that are linked to a related record, where the due date is today or earlier. | Business Dev Tasks Directory - My Due and Overdue Tasks |
| My Open Personal Tasks | All non-recurring Task records that are not related to any record (account, opportunity, etc.) where the current user is the Owner of the record. | Business Dev Tasks Directory - My Open Personal Tasks |
| My Open Tasks | All open Task records that are not part of a recurring series and for which the current user is the Owner. | Business Dev Tasks Directory - My Open Tasks |
Client Service App
The Client Service App is designed for client service professionals who manage day-to-day client interactions, service delivery, and ongoing workflows. Page views in this app surface clients, directory records, processes, services, and tasks scoped to the logged-in user's Servicing Team role or division membership. The Priority List view helps service team members identify relationships that may need proactive outreach based on recency of contact or client age.
Clients
| Page View Name | Information Displayed | Component Name |
| My Active Clients | Key Entity records where the Client Stage is Client, and the Owner of the record is the current user, or the current user is set as a Financial Advisor as part of the record's Servicing Team. | Client Service - Client Directory - My Active Clients |
| My Divisions Clients | Key Entity records where the Client Stage is Client and the Owner of the record is the current user or a member of the current user's Division. | Client Service - Client Directory - My Divisions Clients |
| My Lost Clients | Key Entity records where the Client Stage is Lost Client and the Owner of the record is the current user, or the current user is set as a Financial Advisor as part of the record's Servicing Team. | Client Service - Client Directory - My Lost Clients |
| My Priority List |
Household and Individual records where the Client Stage is Client, and the Owner on the record is the current user, or the current user is set as a Financial Advisor as part of the Servicing Team. The record then also meets one of the following requirements:
|
Client Service - Client Directory - My Priority List |
Directory
| Page View Name | Information Displayed | Component Name |
| My Division's Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Client Service - Directory - My Division's Key Entities |
| My Division's People | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user, or a member of the current user's Division. | Client Service - Directory - My Division's People |
| My Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user, or the current user is designated as a Client Service member of the record's Servicing Team. | Client Service - Directory - My Key Entities |
| My People | Contacts from Household, Organization, and Individual records where the Owner of the records or Primary Entity records is the current user or the current user is designated as a Client Service member of the record's Servicing Team. | Client Service - Directory - My People |
| My Division's Key Entities (Mailing List) | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Client Service - Directory - My Division's Key Entities - Mailing List |
| My Division's People (Mailing List) | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Client Service - Directory - My Division's People - Mailing List |
| My Key Entities (Mailing List) | Household, Organization, and Individual records where the Owner of the record is the current user or the current user is designated as a Client Service member of the record's Servicing Team. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Client Service - Directory - My Key Entities - Mailing List |
| My People (Mailing List) | Contacts from Household, Organization, and Individual records where the Owner of the record or Primary Entity record is the current user or the current user is designated as a Client Service member of the record's Servicing Team. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Client Service - Directory - My People - Mailing List |
Processes
| Page View Name | Information Displayed | Component Name |
| My Active Processes | Process records where the Process Stage is not Completed or Canceled and the current user is the Owner of the process's Related Client or is designated as a Client Service member of the record's Servicing Team. | Client Service - Processes Directory - My Active Processes |
| My Division's Processes | Process records where the current user is set as a member of the record's related Division. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Client Service - Processes Directory - My Division's Processes |
| My Inactive Processes | Processes where the Process Stage is Completed or Canceled and the current user is the Owner of the process's Related Client or is designated as a Client Service member of the record's Servicing Team. | Client Service - Processes Directory - My Inactive Processes |
Services
| Page View Name | Information Displayed | Component Name |
| My Active Services | Service records where the current user is the Owner of the record or is designated as a Client Service member of the record's Servicing Team. It excludes Service records where the Service Stage is Draft, Completed, Canceled, or Terminated. | Client Service - Services Directory - My Active Services |
| My Division's Services | Service records where the current user is set as a member of the record's related Division. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Client Service - Services Directory - My Division's Services |
| My Inactive Services | Service records where the current user is the Owner of the record or is designated as a Client Service member of the record's Servicing Team. It includes Service records where the Service Stage is Draft, Completed, Canceled, Terminated, or a blank stage. | Client Service - Services Directory - My Inactive Services |
Tasks
| Page View Name | Information Displayed | Component Name |
|---|---|---|
| My Delegated Open Tasks | Task records that are not closed and are created by the current user but not assigned to the current user. The Task record is also not part of a recurring task series. | Client Service - Tasks Directory - My Delegated Open Tasks |
| My Division's Open Tasks | All open, non-recurring tasks assigned to anyone in the current user's primary division. | Client Service - Tasks Directory - My Division's Open Tasks |
| My Due and Overdue Delegated Tasks | All open, non-recurring tasks that the current user created and are currently assigned to another user, where the due date is today or earlier. | Client Service - Tasks Directory - My Due and Overdue Delegated Tasks |
| My Due and Overdue Tasks | All open, non-recurring task records assigned to the current user that are linked to a related record, where the due date is today or earlier. | Client Service - Tasks Directory - My Due and Overdue Tasks |
| My Open Tasks | All open Task records that are not part of a recurring series and for which the current user is the Owner. | Client Service - Tasks Directory - My Open Tasks |
| My Personal Tasks | All non-recurring Task records that are not related to any record (account, opportunity, etc.) where the current user is the Owner of the record. | Client Service - Tasks Directory - My Personal Tasks |
| My Tasks | Task records where the current user is the Owner and the task is not part of a recurring task series. | Client Service - Tasks Directory - My Tasks |
Compliance App
The Compliance App gives compliance professionals access to the clients, prospects, and workflows they oversee. Page views in this app are scoped to records for which the current user is designated as a Compliance team member or a member of the related Division. This scoping ensures compliance staff can efficiently review their assigned relationships and deal activity without navigating records unrelated to their responsibilities.
Clients
| Page View Name | Information Displayed | Component Name |
| My Active Clients | Key Entity records where the Client Stage is Client, and the Owner of the record is the current user, or the current user is designated as a Compliance member of the record's Servicing Team. | Compliance - Client Directory - My Active Clients |
| My Division's Clients | Key Entity records where the Client Stage is Client and the Owner of the record is the current user or a member of the current user's Division. | Compliance - Client Directory - My Divisions Clients |
| My Lost Clients | Key Entity records where the Client Stage is Lost Client and the Owner of the record is the current user, or the current user is designated as a Compliance member of the record's Servicing Team. | Compliance - Client Directory - My Lost Clients |
Directory
| Page View Name | Information Displayed | Component Name |
| My Division's Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Compliance - Directory - My Division's Key Entities |
| My Division's People | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Compliance - Directory - My Division's People |
| My Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user, or the current user is designated as a Compliance member of the record's Servicing Team. | Compliance - Directory - My Key Entities |
| My People | Contacts from Household, Organization, and Individual records where the Owner of the record or Primary Entity record is the current user, or the current user is designated as a Compliance member of the record's Servicing Team. | Compliance - Directory - My People |
| My Division's Key Entities (Mailing List) | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Compliance - Directory - My Division's Key Entities - Mailing List |
| My Division's People (Mailing List) | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Compliance - Directory - My Division's People - Mailing List |
| My Key Entities (Mailing List) | Household, Organization, and Individual records where the Owner of the record is the current user, or the current user is designated as a Compliance member of the record's Servicing Team. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Compliance - Directory - My Key Entities - Mailing List |
| My People (Mailing List) | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user, or the current user is designated as a Compliance member of the record's Servicing Team. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Compliance - Directory - My People - Mailing List |
Pipeline
| Page View Name | Information Displayed | Component Name |
| My Active Prospects | Household, Organization, or Individual records where the Client Stage contains the word "Prospect" and the current user is the Owner of the record, or is designated as a Compliance member of the record's Servicing Team. | Compliance - Pipeline Directory - My Active Prospects |
| My Closed Deals | Deal records whose stage begins with Closed, and where the current user is the Owner of the record or is designated as a Compliance member of the record's Servicing Team. | Compliance - Pipeline Directory - My Closed Deals |
| My Division's Open Deals | Deal records where the stage is not Closed Won or Closed Lost, and the current user is a member of the record's related Division. | Compliance - Pipeline Directory - My Division's Open Deals |
| My Division's Prospects | Household, Organization, or Individual records where the Client Stage is Prospect or Lost Prospect and the current user is a member of the record's related Division. | Compliance - Pipeline Directory - My Division's Prospects |
| My Lost Prospects | Household, Organization, or Individual records where the Client Stage is Lost Prospect and the current user is the Owner of the record or is designated as a Compliance member of the record's Servicing Team. | Compliance - Pipeline Directory - My Lost Prospects |
| My Open Deals | Deal records where the stage is not Closed Lost or Closed Won, and the current user is the Owner of the record or is designated as a Compliance member of the record's Servicing Team. | Compliance - Pipeline Directory - My Open Deals |
Processes
| Page View Name | Information Displayed | Component Name |
| My Active Processes | Process records where the Process Stage is not Completed or Canceled and the current user is the Owner of the process's Related Client, or is designated as a Compliance member of the record's Servicing Team. | Compliance - Processes Directory - My Active Processes |
| My Division's Processes | Process records where the current user is set as a member of the record's related Division. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Compliance - Processes Directory - My Division's Processes |
| My Inactive Processes | Processes where the Process Stage is Completed or Canceled and the current user is the Owner of the process's Related Client, or is designated as a Compliance member of the record's Servicing Team. | Compliance - Processes Directory - My Inactive Processes |
Services
| Page View Name | Information Displayed | Component Name |
| My Active Services | Service records where the current user is the Owner of the record, or is designated as a Compliance member of the record's Servicing Team. It excludes Service records with a Service Stage of Draft, Completed, Canceled, or Terminated. | Compliance - Services Directory - My Active Services |
| My Division's Services | Service records where the current user is a member of the record's related Division. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Compliance - Services Directory - My Division's Services |
| My Inactive Services | Service records where the current user is the Owner of the record, or is designated as a Compliance member of the record's Servicing Team. It includes Service records where the Service Stage is Draft, Completed, Canceled, Terminated, or a blank stage. | Compliance - Services - My Inactive Services |
Tasks
| Page View Name | Information Displayed | Component Name |
|---|---|---|
| My Tasks | Task records where the current user is the Owner and the task is not part of a recurring task series. | Compliance - Tasks Directory - My All Tasks |
| My Delegated Open Tasks | Task records that are not closed and are created by the current user but not assigned to the current user. The Task record is also not part of a recurring task series. | Compliance - Tasks Directory - My Delegated Open Tasks |
| My Division's Open Tasks | All open, non-recurring tasks assigned to anyone in the current user's primary division. | Compliance - Tasks Directory - My Division's Open Tasks |
| My Due and Overdue Tasks | All open, non-recurring task records assigned to the current user that are linked to a related record, where the due date is today or earlier. | Compliance - Tasks Directory - My Due and Overdue Tasks |
| My Open Tasks | All open Task records that are not part of a recurring series and for which the current user is the Owner. | Compliance - Tasks Directory - My Open Tasks |
| My Personal Tasks | All non-recurring Task records that are not related to any record (account, opportunity, etc.) where the current user is the Owner of the record. | Compliance - Tasks Directory - My Personal Tasks |
Management App
The Management App is designed for firm leaders and administrators who need broad visibility across the entire organization. Unlike role-specific apps, many Management App page views surface all records in the Practifi organization rather than filtering to the current user's ownership or team assignments. This makes it well-suited for firm-wide oversight, reporting, and analysis. Division-scoped views are also available for managers who focus on a specific team. The app includes dedicated pages for Financial Products, Private Investments, and Retirement Plans, giving leadership visibility into the full range of financial product data stored in Practifi.
Clients
| Page View Name | Information Displayed | Component Name |
| All Clients | Account records where the Client Stage contains the word "Client". | Management - Client Directory - All Clients |
| My Division's Clients | Key Entity records where the Client Stage is Client and the Owner of the record is the current user or a member of the current user's Division. | Management - Client Directory - My Divisions Clients |
Directory
| Page View Name | Information Displayed | Component Name |
| All People | All contacts from Household, Organization, and Individual records in the Practifi organization. | Management - Directory - All People |
| Company's Directory | All Household, Organization, and Individual records in the Practifi organization. | Management - Directory - Company's Directory |
| My Division's Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Management - Directory - My Division's Key Entities |
| My Division's People | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Management - Directory - My Division's People |
| My Key Entities | Household, Organization and Individual records where the Owner of the record is the current user. | Management - Directory - My Key Entities |
| All Key Entities (Mailing List) | All Household, Organization, and Individual records in the Practifi organization. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Management - Directory - All Key Entities - Mailing List |
| All People (Mailing List) | All contacts from Household, Organization, and Individual records in the Practifi organization. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Management - Directory - All People - Mailing List |
| My Division's Key Entities (Mailing List) | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Management - Directory - My Division's Key Entities - Mailing List |
| My Division's People (Mailing List) | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Management - Directory - My Division's People - Mailing List |
Financial Products
| Page View Name | Information Displayed | Component Name |
| All Financial Products | All Financial Product records in the Practifi organization that contain a value in the Name field. | Management - Financial Product Directory - All Financial Products |
| My Division's Financial Products | Financial Product records where the current user is a member of the primary division. | Management - Financial Product Directory - My Division's Financial Products |
Influence
| Page View Name | Information Displayed | Component Name |
| All Influencers | Household, Organization, or Individual records that contain a value in the Influencer Segment field. | Management - Influence Directory - All Influencers |
| My Division's Influencers | Members from Household, Organization, or Individual records that contain a value in the Influencer Segment field, and the current user is a member of the record's assigned Division. | Management - Influence Directory - My Division's Influencers |
Pipeline
| Page View Name | Information Displayed | Component Name |
| All Deals | All Deal records that contain a value in the Deal Stage field. | Management - Pipeline Directory - All Deals |
| All Prospects | All Household, Organization, or Individual records where the Client Stage is Prospect or Lost Prospect. | Management - Pipeline Directory - All Prospects |
| My Division's Open Deals | Deal records where the stage is not Closed Won or Closed Lost, and the current user is a member of the record's related Division. | Management - Pipeline Directory - My Division's Open Deals |
| My Division's Prospects | Household, Organization, or Individual records where the Client Stage is Prospect or Lost Prospect and the current user is a member of the record's related Division. | Management - Pipeline Directory - My Division's Prospects |
Private Investments
| Page View Name | Information Displayed | Component Name |
| All Private Investments | Financial Product records where the Record Type Name is exactly "Private Investment". | Management - Private Investments Directory - All Private Investments |
| My Division's Private Investments | Financial Product records where the Record Type Name is exactly "Private Investment" and the current user is a member of the primary division. | Management - Private Investments Directory - My Division's Private Investments |
Processes
| Page View Name | Information Displayed | Component Name |
| All Processes | All Process records are available within the Practifi organization. | Management - Processes Directory - All Processes |
| My Division's Processes | Process records where the current user is a member of the record's related Division. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Management - Processes Directory - My Division's Processes |
Retirement Plans
| Page View Name | Information Displayed | Component Name |
| All Active Retirement Account Plans | Financial Product records where the Record Type Name is exactly "Retirement Plan", the Start Date value is today or earlier, and the End Date value is today or later. | Management - Retirement Plans - All Active Retirement Account Plans |
| All Retirement Plans | Financial Product records where the Record Type Name is exactly "Retirement Plan". | Management - Retirement Plans - All Retirement Plans |
Services
| Page View Name | Information Displayed | Component Name |
| All Services | All Service records in the Practifi organization. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Management - Services Directory - All Services |
| My Division's Services | Service records where the current user is set as a member of the record's related Division. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Management - Services Directory - My Division's Services |
Tasks
| Page View Name | Information Displayed | Component Name |
|---|---|---|
| All Tasks | Task records where the current user is the Owner and the task is not part of a recurring task series. | Management - Tasks Directory - All Tasks |
| My Delegated Open Tasks | Task records that are not closed and are created by the current user but not assigned to the current user. The Task record is also not part of a recurring task series. | Management - Tasks Directory - My Delegated Open Tasks |
| My Division's Open Tasks | All open, non-recurring tasks assigned to anyone in the current user's primary division. | Management - Tasks Directory - My Division's Open Tasks |
| My Due and Overdue Delegated Tasks | All open, non-recurring tasks that the current user created and are currently assigned to another user, where the due date is today or earlier. | Management - Tasks Directory - My Due and Overdue Delegated Tasks |
| My Due and Overdue Tasks | All open, non-recurring task records assigned to the current user that are linked to a related record, where the due date is today or earlier. | Management - Tasks Directory - My Due and Overdue Tasks |
| My Open Tasks | All open Task records that are not part of a recurring series and for which the current user is the Owner. | Management - Tasks Directory - My Open Tasks |
| My Personal Tasks | All non-recurring Task records that are not related to any record (account, opportunity, etc.) where the current user is the Owner of the record. | Management - Tasks Directory - My Personal Tasks |
Marketing App
The Marketing App supports marketing professionals who manage campaigns, outreach, and influencer relationships. Its page views give marketing teams access to campaign records, directory data, and pipeline activity, with views scoped to the current user's division or the full organization, depending on the context. The Campaigns page makes it easy to distinguish active and inactive campaigns at a glance, and the Mailing List views in the Directory support both digital and physical outreach workflows.
Campaigns
| Page View Name | Information Displayed | Component Name |
| Active Campaigns | Campaign records where the Status is not Completed or Aborted. | Marketing - Campaigns Directory - Active Campaigns |
| Inactive Campaigns | Campaign records where the Status is Completed or Aborted. | Marketing - Campaigns Directory - Inactive Campaigns |
Clients
| Page View Name | Information Displayed | Component Name |
| My Division's Clients | Key Entity records where the Client Stage is Client and the Owner is the current user or a member of the current user's Division. | Marketing - Client Directory - My Divisions Clients |
Directory
| Page View Name | Information Displayed | Component Name |
| All People | All contacts from Household, Organization, and Individual records in the Practifi organization. | Marketing - Directory - All People |
| My Division's Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Marketing - Directory - My Division's Key Entities |
| My Division's People | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Marketing - Directory - My Division's People |
| My Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user. | Marketing - Directory - My Key Entities |
| All People (Mailing List) | All contacts from Household, Organization, and Individual records in the Practifi organization. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Marketing - Directory - All People - Mailing List |
| My Division's Key Entities (Mailing List) | Household, Organization, and Individual records where the Owner of the record is the current user, or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Marketing - Directory - My Division's Key Entities - Mailing List |
| My Division's People (Mailing List) | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Marketing - Directory - My Division's People - Mailing List |
Influence
| Page View Name | Information Displayed | Component Name |
| My Division's Influencers | Members from Household, Organization, or Individual records that contain a value in the Influencer Segment field, and the current user is a member of the record's assigned Division. | Marketing - Influence Directory - My Division's Influencers |
Pipeline
| Page View Name | Information Displayed | Component Name |
| My Division's Open Deals | Deal records where the stage is not Closed Won or Closed Lost, and the current user is a member of the record's related Division. | Marketing - Pipeline Directory - My Division's Open Deals |
| My Division's Prospects | Household, Organization, or Individual records where the Client Stage is Prospect or Lost Prospect and the current user is a member of the record's related Division. | Marketing - Pipeline Directory - My Division's Prospects |
Tasks
| Page View Name | Information Displayed | Component Name |
|---|---|---|
| My Tasks | Task records where the current user is the Owner and the task is not part of a recurring task series. | Marketing - Tasks Directory - My All Tasks |
| My Delegated Open Tasks | Task records that are not closed and are created by the current user but not assigned to the current user. The Task record is also not part of a recurring task series. | Marketing - Tasks Directory - My Delegated Open Tasks |
| My Division's Open Tasks | All open, non-recurring tasks assigned to anyone in the current user's primary division. | Marketing - Tasks Directory - My Division's Open Tasks |
| My Due and Overdue Delegated Tasks | All open, non-recurring tasks that the current user created and is currently assigned to another user, where the due date is today or earlier. | Marketing - Tasks Directory - My Due and Overdue Delegated Tasks |
| My Due and Overdue Tasks | All open, non-recurring task records assigned to the current user that are linked to a related record, where the due date is today or earlier. | Marketing - Tasks Directory - My Due and Overdue Tasks |
| My Open Tasks | All open Task records that are not part of a recurring series and for which the current user is the Owner. | Marketing - Tasks Directory - My Open Tasks |
Team Member App
The Team Member App provides a general-purpose workspace for users who support advisors and client service staff more broadly. Rather than scoping page views to a specific role on the Servicing Team, this app surfaces records where the current user is any part of the Servicing Team or their division. The Priority List view helps team members identify clients who may need attention, and the range of Tasks views makes it easy to manage both individually owned and delegated work.
Clients
| Page View Name | Information Displayed | Component Name |
| My Active Clients | Key Entity records where the Client Stage is Client, and the Owner of the record is the current user, or the current user is a part of the record's Servicing Team. | Team Member - Client Directory - My Active Clients |
| My Division's Clients | Key Entity records where the Client Stage is Client and the Owner of the record is the current user or a member of the current user's Division. | Team Member - Client Directory - My Divisions Clients |
| My Lost Clients | Key Entity records where the Client Stage is Lost Client and the Owner of the record is the current user, or the current user is a part of the record's Servicing Team. | Team Member - Client Directory - My Lost Clients |
| My Priority List |
Household and Individual records where the Client Stage is Client, and the Owner of the record is the current user or the current user is a part of the record's Servicing Team. The record then also meets one of the following requirements:
|
Team Member - Client Directory - My Priority List |
Directory
| Page View Name | Information Displayed | Component Name |
| My Division's Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Team Member - Directory - My Division's Key Entities |
| My Division's People | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. | Team Member - Directory - My Division's People |
| My Key Entities | Household, Organization, and Individual records where the Owner of the record is the current user, or the current user is a part of the record's Servicing Team. | Team Member - Directory - My Key Entities |
| My People | Contacts from Household, Organization, and Individual records where the Owner of the record or Primary Entity record is the current user, or the current user is a part of the record's Servicing Team. | Team Member - Directory - My People |
| My Division's Key Entities (Mailing List) | Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Team Member - Directory - My Division's Key Entities - Mailing List |
| My Division's People (Mailing List) | Contacts from Household, Organization, and Individual records where the Owner of the record is the current user or a member of the current user's Division. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Team Member - Directory - My Division's People - Mailing List |
| My Key Entities (Mailing List) | Household, Organization, and Individual records where the Owner of the record is the current user, or the current user is a part of the record's Servicing Team. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Team Member - Directory - My Key Entities - Mailing List |
| My People (Mailing List) | Contacts from Household, Organization, and Individual records where the Owner of the record or Primary Entity record is the current user, or the current user is a part of the record's Servicing Team. Contains the Mailing Label field for exporting as part of the Mailing Label functionality. | Team Member - Directory - My People - Mailing List |
Processes
| Page View Name | Information Displayed | Component Name |
| My Active Processes | Process records where the Process Stage is not Completed or Canceled and the current user is the Owner of the process's Related Client or is a part of the record's Servicing Team. | Team Member - Processes Directory - My Active Processes |
| My Division's Processes | Process records where the current user is a member of the record's related Division. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Team Member - Processes Directory - My Division's Processes |
Services
| Page View Name | Information Displayed | Component Name |
| My Active Services | Service records where the current user is the Owner of the record or is designated as a Team Member in record's Servicing Team. It excludes Service records where the Service Stage is Draft, Completed, Canceled, or Terminated. | Team Member - Services Directory - My Active Services |
| My Division's Services | Service records where the current user is a member of the record's related Division. There are no stage or status filters, so this list can include processes in any stage. Use the on-screen filters to narrow this list further. | Team Member - Services Directory - My Division's Services |
Tasks
| Page View Name | Information Displayed | Component Name |
|---|---|---|
| My Delegated Open Tasks | Task records that are not closed and are created by the current user but not assigned to the current user. The Task record is also not part of a recurring task series. | Team Member - Tasks Directory - My Delegated Open Tasks |
| My Division's Open Tasks | All open, non-recurring tasks assigned to anyone in the current user's primary division. | Team Member - Tasks Directory - My Division's Open Tasks |
| My Due and Overdue Delegated Tasks | All open, non-recurring tasks that the current user created and are currently assigned to another user, where the due date is today or earlier. | Team Member - Tasks Directory - My Due and Overdue Delegated Tasks |
| My Due and Overdue Tasks | All open, non-recurring task records assigned to the current user that are linked to a related record, where the due date is today or earlier. | Team Member - Tasks Directory - My Due and Overdue Tasks |
| My Open Tasks | All open Task records that are not part of a recurring series and for which the current user is the Owner. | Team Member - Tasks Directory - My Open Tasks |
| My Personal Tasks | All non-recurring Task records that are not related to any record (account, opportunity, etc.) where the current user is the Owner of the record. | Team Member - Tasks Directory - My Personal Tasks |
| My Tasks | All non-recurring Task records where the current user is the Owner of the record. | Team Member - Tasks Directory - My Tasks |
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