Overview
Records are where you'll take action and capture the information that drives your work in Practifi. They come in various forms, from clients to tasks to individual shareholdings. This article outlines record pages and how to navigate them.
Understanding Tabs
Records open in tabs within Practifi so that you can work with multiple records at once. Records open in two ways: as a parent tab or a subtab. Parent tabs appear at the top in blue and display a full side panel with options to select record page views.
A subtab exists only as a subsection of a parent tab and will display nested within the parent tab record. An example of an open subtab:
This example is a task record related to the Feldman family, a subtab of the Feldman family record. The section on the right-hand side, occupying most of the screen, is the task record.
On the left is a blue section called the record side panel. This appears because the task is related to the household and is nested within the household's overall client record. In the example above, the Related To section of fields shows that the task is related to the "Feldman, Dirk & Anya" household. This designates it as a related record, and the system then opens it as a subtab within your Practifi instance.
The Side Panel
The side panel appears in many locations throughout Practifi. Households, organizations, individuals, team members, and divisions of your firm will have a side panel displayed when viewing their record pages. Most other records, such as tasks, events, and assets, appear as subtabs and include a modified side panel from the main record.
The side panel seen on households, organizations, and individuals is the most complex. This is the side panel displayed on the Feldman, Dirk & Anya household, a household that is also a client:
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The record icon displayed in the record side panel indicates the type of record you are viewing. In this example, you are viewing a Client record, and this icon will display. Different icons will display for households, organizations, and divisions. Team members instead have an avatar in the system where they can upload a photo of themselves.
Please note: Household and Organization records will display the same record icon in the record side panel.
This section displays the record name of the household, organization, or individual. When viewing a subtab, it displays the name of the related record.
For households, organizations, and individuals, you'll see the record's definitions below the name. Important classifiers, such as a client's influencer segment, will also be displayed in this section.
The Actions menu provides a set of actions you can perform to redefine the record and the firm's relationship to it.
The navigation panel breaks the record page down into multiple sections. Clicking an item scrolls the section to the right of the side panel up or down to reach the desired point.
The button bar contains actions you can perform on a record, such as Edit and Delete. This area will also display buttons added by AppExchange products your firm installs, such as the Send to Tamarac button.
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The side panel accordion on the record side panel contains several additional useful pieces of information about the record:
Topics - Assign unstructured free-form classifiers to your records, such as "Malbec fan" or "Golfer." Topics assigned to records appear in the Topics column of record tables, making it easy to search or filter them on pages like Directory or Clients.
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Servicing Team - Add or remove team members on client or prospect records and assign them a role, such as Financial Advisor. Records appear in tables such as My Active Clients or My Open Processes once the user is assigned to the Servicing Team for that client or prospect. This information must stay current based on your firm's contact with the client or prospect. For more information about using servicing teams, please consult our Using Servicing Teams article.
Please note: The Servicing Team section will only be available on your organization's client and prospect records.
Notes & Files - Write notes with rich text formatting and upload files related to the record, keeping all relevant context attached in one place. These are public by default but can be made private if needed. You can learn more about notes here and files here.
Contact Details - Easily access important phone numbers and email addresses for the key contacts within the household or organization, or for the individual themselves.
Practifi Record Pages
The side panel is only one piece of a larger whole, so let's take a look at a parent tab now:
This is the parent tab for the Dirk and Anya Feldman Household record, a client with the firm. The side panel has the Overview section selected in the navigation panel, so the main region on the right displays that section. The Overview section contains a few sets of information tucked away in page tabs:
- Key Records - Available on Client records only, this section shows the key Contact records attached to the Household, any open tasks, and active services attached to the household, organization, or individual.
- Basics - This section displays editable fields for the record's core information, along with additional details.
- Specifics - In this section, Practifi Administrators can add custom fields for your firm in the Additional Information section. To learn how to add custom fields, see our article on Managing Custom Fields and Picklists.
- History - This section displays changes made to important fields like Client Stage and AUM, providing a compliance overview of how the record has changed over time.
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