Overview
The following article covers what's new in our Sauvignon Blanc release (beginning in September 2025) to provide a detailed understanding of what's changing, how new features work, how to enable them and any additional factors your team should consider. If you're new to Practifi or our release documentation, please review our best practices for 📚 Using Practifi Release Notes.
With Sauvignon Blanc, we're excited to announce Smart Notes, a new way to generate structured notes with collaborative features. We're also introducing interactive visual process flow diagrams for Process Types, a comprehensive bidirectional Black Diamond integration and improved filtering for Active Forms.
- Product Enhancements
-
Resolved Issues
- List View Dropdowns Not Displaying Saved Views
- Improved Performance for Subject Filters in Table Components
- Fix for Flow Footer Component Previous Button
- New Deal Flow Customization Fix
- Support for Mark As Complete Workflow Override
- Microsoft 365 Calendar Events Assigned to Portal Users
- Microsoft 365 Email Visibility
- Missing Client Events in Microsoft 365 Calendar Sync
- Enhanced Microsoft 365 Email Sync Performance
- Xplan Integration Optimization
- Email Sync Direction Corrected for Constant Contact Integration
- Radio Button De-selection Issue in Active Forms
- Chatter Setting Dependency Issue Resolved
- Sauvignon Blanc Minor Release - October 2025
- Change Log
Product Enhancements
Smart Notes
Our new Smart Notes feature transforms client documentation in Practifi by replacing traditional notes with an intelligent, template-driven system designed for wealth management firms. Your team can create structured notes using customizable templates or build notes from scratch. Additionally, you can build content blocks to include in templates or add directly to Smart Notes.
The system provides comprehensive administrative controls, including role-based permissions for Library Administrators who manage organization-wide templates, Division Library Managers who control divisional content and granular access settings that determine whether users can view, comment on or edit shared notes. Smart Notes integrates seamlessly across Entity and Event record pages. The feature also supports advanced collaboration features, such as threaded comments and @mentions. Smart Notes integrates with Follow-up Assistant, analyzing note content to identify action items and suggest next steps.
All Smart Notes can be exported as professionally formatted PDFs for client sharing and compliance documentation, while the centralized template library ensures consistent documentation standards across your organization.
The platform is optimized for desktop use with mobile viewing capabilities, supporting your team's diverse workflow requirements while maintaining security through standard sharing rules and additional Smart Notes-specific permission controls. To learn more about how to set up Smart Notes in your organization, see our article on Enabling Smart Notes.
We plan to enhance Smart Notes even further by incorporating AI-assisted content generation in a future release.
Follow-up Assistant Enhancements
Topic Suggestions
We've enhanced Follow-up Assistant to suggest topics. This allows users to add new topics to a Client record directly from the Complete Follow-up window.
Practifi Administrators can manage which topics are suggested by accessing Follow-up Assistant settings on the Additional Features page in the Settings app. For detailed instructions, see Enabling Follow-up Assistant.
Please note: Follow-up Assistant can only suggest existing topics within the organization. Currently, it cannot suggest new topics.
Support for Feed Posts
Follow-up Assistant can now suggest topics, tasks and processes from Feed posts. At the top of the Complete Follow-up window, you'll see a new section indicating which Feed post the suggestions are based on.
Color-Coded Icons for Suggestions
The Follow-up Assistant section in the side panel now indicates the sources of suggestions with different icons:
- Red note icon for standard notes
- Green note icon for Smart Notes
- Blue Chatter icon for Feed posts
Adjust Threshold Settings from the Additional Features Page
The Threshold setting determines the minimum confidence level required for Follow-up Assistant to suggest actions. A high threshold (80% or more) means the feature will only suggest follow-up actions when it's very confident. Previously, the only way to modify this setting was by editing Custom Settings in Salesforce Setup.
With this release, Practifi Administrators can adjust the Threshold percentage from the Additional Features page in the Settings app. Admins can expand the Follow-up Assistant: General Settings heading and set the threshold using a slider. This area also presents guidance on recommended settings.
Process Flow Visualization for Process Types
Process Type records now include process flow diagrams, enabling system administrators to visualize and understand complex business workflows through interactive flowcharts. This powerful new capability provides clear visual representations of task dependencies, process stages and workflow relationships to help optimize business processes and improve documentation.
Interactive Visual Diagrams
Process Type records now include a Process Diagram section with a View Diagram button that launches a full-screen flowchart view.
The interactive interface displays your complete process flow using industry-standard flowchart symbols, including rounded rectangles for tasks, hexagons for process stages, diamonds for decision points and specialized indicators for process start, completion and cancellation states.
Each flowchart employs a vertical layout aligned with the process flow, where each stage is represented by a hexagon that appears based on task completion. For example, a Not Started stage hexagon will be displayed after the Start node (if configured as the default stage), followed by subsequent stages beneath completed tasks. Task nodes are displayed with teal borders on white backgrounds, while process stages appear as gray hexagons that group related tasks in logical sequences. Color coding throughout the diagram helps distinguish between different element types and process states.
Enhanced Task Information Access
Clicking any task node in the flowchart opens a detailed slide-out panel from the right side of the screen. The Task Details panel provides comprehensive information, including task subject, priority, status, assignment type and description in an organized summary format. Additionally, the panel displays all configured task actions, including their types and outcomes, providing complete visibility into what happens when each task is completed.
The panel includes clickable hyperlinks for task subjects and action names, allowing for quick navigation to related records for further investigation. This integration ensures administrators can access detailed configuration information without leaving the visual diagram interface.
Black Diamond Integration Enhancements
The Sauvignon Blanc release introduces comprehensive bidirectional entity and contact synchronization between Practifi and Black Diamond, empowering users to create and update all types of entities and contacts directly from Practifi. This enhancement leverages Black Diamond's Client Relationship API to provide one-click client creation, real-time contact updates and complete entity synchronization for all types.
Once the initial connection is established using the new Send to Black Diamond button, all future contact and entity changes will automatically sync to Black Diamond, while maintaining compatibility with existing portfolio and holdings sync functionality.
Successfully synced clients display visual confirmation in the Other Definitions field on the Basics tab.
Practifi Administrators can access a new External Id Contact field within Black Diamond Integration Settings. This field allows admins to specify which External ID is used to link contacts between Practifi and Black Diamond, enhancing control and flexibility in integration mapping. To learn more, see our article on Enabling the Black Diamond Integration.
Improved Active Form Filtering with Flow Support for Task Launch
We've enhanced Active Forms to make launching tasks from Entity records more intuitive and accurate, ensuring you see only the data you need. Active Forms now better support launching tasks from records such as Households.
Previously, when starting a task, the system couldn't identify the originating record because the task didn't yet exist. This caused data tables to display all records (e.g., all contacts in the organization) instead of just those tied to the record (e.g., contacts for a specific Household). With the addition of the sourceRecordId variable (alongside taskId and processTaskId), Active Forms now filter data correctly during task launch, displaying only relevant records.
This enhancement allows you to see only the records tied to the originating record in data tables, such as just the contacts for a specific Household, rather than all contacts in your organization. You'll see consistent filtering whether you're launching tasks, viewing task records or marking tasks as complete. The improved functionality enables you to launch tasks faster with more intuitive, focused forms that display only the information relevant to your current context.
🔧 Implementation Details
To enable this functionality, you must install the latest release to access the sourceRecordId variable, which passes the originating record's WhatId (such as a Household's ID) to Active Form Flows. This allows filtering of related records during task launch.
Practifi Administrators will also need to update any custom Active Form Flows to use sourceRecordId for task launch actions to filter for related records. For Mark as Complete actions, use recordId when sourceRecordId is unavailable, such as when the task already exists.
If a single Flow supports both task launch and Mark as Complete scenarios, add a Decision element to switch between sourceRecordId and recordId based on the action. Alternatively, you can use Practifi's updated default Flow, New_Record_New_Task_Task_Template.flow-meta.xml, to automatically apply this filtering improvement without manual flow changes.
Please note: Upgrading to the Sauvignon Blanc release alone is not sufficient. Custom Flows must be updated to use sourceRecordId for full functionality.
Resolved Issues
List View Dropdowns Not Displaying Saved Views
We’ve resolved an issue where list view dropdowns failed to display pre-saved or shared views across multiple objects in apps such as the Advisor app. Instead of seeing the expected lists, users were presented with a blank search bar that only returned results when the exact list view name was typed, resulting in a frustrating experience.
The root cause was a CSS conflict within the navigation dropdown component, which prevented the list views from rendering correctly. The dropdown menus now correctly display all available list views across the following objects:
- Batches
- Categories (Service Types)
- Components
- Deals
- Email Letterheads
- Lookup Rollup Summaries
- Lookup Rollup Summary Logs
- Process Tasks
- Process Types
- Processes
- Questions
- Recycle Bin
- Relationship Types
- Relationships
- Risk Bands
- Risk Profile (Super User filter issue)
- Rulebook
- Tasks
This functionality has been verified across all apps. List views now populate as expected, improving usability and navigation.
Improved Performance for Subject Filters in Table Components
We've enhanced the performance of the Subject filter in table components across Practifi to address lag and responsiveness issues experienced by some users, especially in environments with large volumes of task subjects. Previously, filtering by subject could cause delays and, in some cases, browser instability, particularly when dealing with thousands of distinct subject values.
We've optimized filter event processing to reduce delay, improved handling of large picklist datasets for smoother responsiveness and removed unnecessary UI elements and event details that were slowing down filtering. This results in faster, more stable filtering across all organizations, improved usability for teams managing large task volumes and reduced risk of browser crashes or freezes during filter use.
Fix for Flow Footer Component Previous Button
We've resolved an issue where the Previous button in the Flow Footer component was unresponsive across various Flows. The button did not function due to a typo in the method handling its behavior. The spelling error has been corrected, and the button now functions reliably across all applicable Flows.
New Deal Flow Customization Fix
We fixed an issue that prevented clients from customizing the New Deal Flow due to a locked Success Message element. Previously, administrators encountered save errors when trying to add fields or modify the Flow, and the only workaround was to delete and rebuild it manually. The success message is now fully customizable, allowing you to edit and save New Deal Flows without errors or workarounds. This was resolved by making the toastflowaction Aura component global, thereby removing the restriction that caused the problem.
Support for Mark As Complete Workflow Override
We've enhanced the task completion workflow to enable seamless customization, allowing organizations to tailor the Mark as Complete workflow to their unique business needs. Previously, attempts to override the Practifi - Record Action - Task - Complete Flow outside the managed package failed due to access restrictions on the ActionPreviewInfo class, which was set to public instead of global. This caused errors when saving or activating custom Flows, such as type mismatches in actionPreview components (e.g., actionPreviewComponent, actionPreviewMessage) or invalid references (e.g., Loop_Action_Preview.message).
Now that the ActionPreviewInfo class has been updated to global visibility, organizations can now customize the task completion Flow without errors. This allows you to tailor the Flow to align with your organization's specific processes, customize task completion workflows without save or activation errors and save time with a smoother, error-free customization experience.
This fix was achieved by updating the ActionPreviewInfo class from public to global visibility, resolving access restrictions for Flow overrides outside the managed package. This addresses errors in actionPreview components (e.g., actionPreviewComponent, actionPreviewMessage) related to type mismatches (e.g., Component Parameters JSON) and invalid references (e.g., Loop_Action_Preview.message, cmpName). If you have customized the Practifi - Record Action - Task - Complete Flow, this change will be applied automatically with the latest release and does not override your existing customizations. No additional configuration is required.
Microsoft 365 Calendar Events Assigned to Portal Users
We’ve resolved an issue where calendar events from Microsoft 365 were incorrectly assigned to external portal users instead of the correct contacts or accounts. Now, calendar events properly link to Contact and Account records, excluding portal users from event ownership. This ensures accurate event visibility, better relationship management and a cleaner portal experience.
With this improvement, events appear under the correct contact or account, client interactions are tracked accurately and external portal users no longer receive internal event assignments.
Microsoft 365 Email Visibility
We resolved an issue where some Microsoft 365 emails were not appearing in Contact records within Practifi. In certain cases, emails sent to or received from contacts were missing from the Activities section due to a system error in the email matching process. Specifically, a technical fault (a NullPointerException) caused valid emails to be removed instead of being matched to the correct Contact records.
To address this, we made the following changes:
- Complete Email History: All legitimate email correspondence now reliably appears in Contact records.
- Improved Error Handling: The system now manages matching errors gracefully, preventing data loss.
- Consistent Experience: Email matching works seamlessly across all Microsoft 365 integrations.
This update ensures a more stable and accurate experience when viewing client communications in Practifi.
Missing Client Events in Microsoft 365 Calendar Sync
We identified an issue in our Microsoft 365 calendar integration where meetings organized by clients were not syncing into Practifi. With this fix, all client-initiated meetings now appear under the correct Contact record, giving you a complete view of client interactions.
Previously, the sync logic only captured events organized by internal Practifi users (Salesforce User records). Because clients are stored as Contact records, their meetings were excluded from syncing, even if members of the Practifi organization were included.
With this fix, you can expect the following:
- Complete Meeting History: All client-organized meetings now sync automatically into Practifi.
- Accurate Linking: Events are matched to the relevant client account and contact when the organizer’s email matches an existing Practifi Contact record.
- Reliable Calendar Management: Internal attendees are recorded as event owners, ensuring proper visibility and control over events.
Please note: The calendar sync is one-way from Microsoft 365 to Practifi. You can edit synced events in Practifi. Client email addresses must match existing Contact records for automatic linking.
Enhanced Microsoft 365 Email Sync Performance
We’ve refactored the Microsoft 365 Email Sync to make it faster and more reliable. The email matching process is now optimized, allowing emails to sync into Practifi and link to Contact records almost instantly, while maintaining the same seamless functionality you rely on.
Xplan Integration Optimization
We've improved the performance of the Xplan integration by optimizing how Client records are queried during task creation. Previously, when tasks were created without linked contacts, the system could slow down, especially in environments with a large number of unmapped Xplan Client records. This was due to unnecessary database queries being triggered in the background.
To address this, we've added a filter to the XPLAN query so that it only returns records that have a value in the Account__c field, significantly reducing the number of records processed. This reduces the system load by filtering out unmapped Client records during task creation.
Organizations using the Xplan integration will notice smoother performance, particularly when working with large volumes of client data.
Email Sync Direction Corrected for Constant Contact Integration
We’ve resolved an issue where email addresses were syncing from Constant Contact into Practifi, which was not aligned with the intended direction of the integration. Contact data now flows only from Practifi to Constant Contact. Constant Contact will no longer overwrite email addresses, names and other contact details in Practifi. Engagement activities and opt-out requests will continue to sync from Constant Contact to Practifi, as designed.
Radio Button De-selection Issue in Active Forms
We’ve fixed an issue in Active Forms where radio button selections were lost when switching between tasks or tabs in workflows. Now, your selections will remain saved and visible as you navigate, preventing confusion and ensuring data integrity.
In workflows using Pinned Active Form Fields with required radio buttons, selections would appear unselected after moving between tasks, even though users had made their choices. This was caused by a non-unique naming convention in the underlying Lightning Web Component (LWC). Multiple instances of the same component rendered across different tabs conflicted, causing the radio buttons to reset unexpectedly.
Radio button selections now persist correctly across tabs and tasks. Component naming has been updated to ensure uniqueness, preventing rendering conflicts.
Chatter Setting Dependency Issue Resolved
We’ve fixed an issue where disabling Salesforce’s Post and Comment Modification Chatter setting caused errors in key Practifi features, including sending emails from Activities, posting to the Noticeboard and accessing Key Records.
We updated Practifi’s code so it no longer assumes Chatter fields are always available. The system now checks for the presence of specific fields (lastModifiedDate on FeedComments and FeedItem) before accessing them, preventing errors when the Chatter setting is disabled.
- Users can now send emails from Activities without errors, regardless of the Chatter setting.
- Creating and managing Noticeboard posts works as expected.
- There are no longer errors when accessing Key Records on entity pages.
- Events can be created successfully with the setting disabled.
Please note: When the Post and Comment Modification setting is disabled in Chatter, the Edit button for Feed posts may still appear in the UI, even though editing is correctly restricted. This visual inconsistency will be addressed in a future release.
Sauvignon Blanc Minor Release - October 2025
The following changes were rolled out in an update on October 13, 2025:
Option to Hide Smart Notes on Custom Entity Pages
Clients using custom entity pages have reported that the Smart Notes section appears by default, leading to layout issues and reduced flexibility in customizing page designs to suit their needs.
We introduced a new Boolean flag, showSmartNotes, following the established pattern for Noticeboard Posts (alongside showNoticeboard). By default, this flag is set to true for all Entity and User record pages, while keeping it false for Division and Financial record pages.
Practifi Administrators can now adjust the visibility of Smart Notes via Lightning App Builder and the Components page in the Settings app by updating the JSON configuration to set showSmartNotes to true or false and saving changes to the page layout.
This update gives clients full control over their page layouts without affecting core functionality or performance. For step-by-step instructions on hiding Smart Notes, see our article on Disabling Smart Notes.
Extended Active Forms Filtering to Process Tasks
We've addressed a post-release gap in the Active Forms task launch filtering from the Sauvignon Blanc release, extending full support to process tasks via the sourceRecordId variable.
Following the Sauvignon Blanc release, it was identified that the sourceRecordId variable, which passes the originating record's WhatId, was not fully implemented for process tasks. This resulted in the Process Task Id being passed instead, causing data tables to display unfiltered records (e.g., all Contacts rather than those specific to a Household).
The functionality has been extended to ensure sourceRecordId correctly captures and passes the WhatId for process task launches, delivering consistent filtering across all task types.
🔧 Implementation Details
Administrators should note the following:
- This enhancement is deployed automatically as part of the minor release and requires no further installation if your organization is already upgraded to Sauvignon Blanc.
- Verify that your Flows utilize sourceRecordId for task launch actions; for Flows handling both launches and Mark as Complete scenarios, incorporate a Decision element to alternate between sourceRecordId and recordId as appropriate.
- The default Flow (New_Record_New_Task_Task_Template.flow-meta.xml) has been updated to encompass process task support. We recommend testing a process task launch after the upgrade to validate the filtering.
- This fix does not fully support mass actions in Active Forms for task launches. To ensure optimal performance, we advise avoiding mass actions in these scenarios until further enhancements are available.
Improved Hyperlink Visibility in Record Alerts on Task Record Page
On the Task record page, hyperlinks within the Record Alerts component were rendering in blue instead of the default white, making them hard to read against the green success notification background. We've updated the completeTaskResultFSC component to ensure hyperlinks display in white for better contrast in green success notifications. We also added targeted CSS styling to support both direct links and those rendered via text templates, preventing future visibility issues. This change enhances readability and user experience without impacting performance or other UI elements.
Change Log
Several product areas have been altered to implement the features and enhancements in this release. The table below consolidates these updates, making it easier to understand the release’s changes as a whole.
| 🔧 Implementation Details The product areas below have changed as a part of delivering these enhancements. If you’ve customized them, you won’t receive the changes automatically. A copy of the updated item will be made available in your Practifi instance. You can either replicate the changes or switch to the updated item and replicate your customizations. | ||
| Product Area | Feature/Enhancement | What's Changed? |
| Active Forms & Flow Builder (for Task launch actions) | Improved Filtering with Flow Support for Task Launch |
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| Flows | New Deal Flow Customization |
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| Practifi - Record Action - Task - Complete |
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| Entity Record Page Layout Customization | Option to Hide Smart Notes on Custom Entity Pages |
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