Using the Home Page

Learning Team

Overview

The Home page in Practifi is a summary dashboard that displays your assigned tasks alongside graphical breakdowns of deals and processes underway with Clients and Prospects. The Home page's features and display will depend on the app assigned to your user profile. For all apps, the Home page will feature a row of tiles focused on the user's tasks, providing a snapshot of the work to be completed.

Client and Prospect information on the Home page will vary by app. For example, the Home page of the Advisor app will display information about the Advisor's Clients and Prospects. In contrast, the Home page of the Client Service app will display information about Clients and Prospects, listing the user as part of the Client Service team. For additional information about the Home page, please consult our Understanding the Home Page article.

Accessing the Home Page
What Are Practifi Tiles?
Using Tiles
What Are Home Page Charts?
Using Home Page Charts

Accessing the Home Page

The Home page is accessed by selecting Home in the Navigation Menu dropdown in the app. This is also the page you will see when you log in to Practifi for the first time.

If you have navigated away from the Home page during your day-to-day work, select the Navigation Menu in the upper-left-hand corner of Practifi, then select Home from the drop-down options to return to the Home page.

What Are Practifi Tiles?

On the Home page within your assigned Practifi app, there are blocks of information called tiles. These tiles aggregate information from within your organization to give snapshots of important key metrics, so users can quickly see where to focus their attention. Each tile focuses on the specific information it captures. For example, any tasks currently assigned to you that are not closed are displayed within the Open tasks tile.

Tiles look for records that match certain criteria and summarize a single value across those records. Tiles are displayed in a tile row designated by the header displayed above the tiles. Tile rows can be expanded or collapsed to bring the included tiles into or out of focus by selecting the tile row header.

Tile availability will vary by app. For example, every app includes a row at the top of the page called My Tasks, which contains tiles summarizing open, due & overdue tasks, as well as delegated tasks, for each user. The Advisor and Client Service apps include a tile row called Key Dates that the Management app does not, as advisor and client service roles have a more intense focus on day-to-day work rather than on viewing information at a firm-wide level.

Clicking a tile reveals a table of related records beneath the tile row, with filters to refine the table, row actions in the overflow menu on the right side of each row, adjustable table column displays, and mass actions when selecting one or more records. If a tile doesn't return any records in its aggregation, it displays a zero and cannot be expanded. When viewing a list of task records in a tile's record table, team members can choose the Complete Task action from a record's row menu or select multiple tasks and complete them at once using the Complete Tasks mass action.

Using Tiles

This section outlines how to use tiles within your organization by adjusting table columns, filtering, using table actions, refreshing the tile tables, and exporting information to an Excel CSV file.

Missing Information Home Page Tile

While the information you collect from each client can vary, there are usually a handful of mission-critical data points, such as phone numbers, addresses, SSNs, and birthdates. Knowing which of these still need to be obtained can be time-consuming, since you have to check each field individually. The Missing Information tile on the Home page makes it easy by presenting them all as a single, comma-separated list, so you can spot and address gaps without combing through each record. This feature has modified My Alerts & Exceptions. If your firm has customized My Alerts & Exceptions, you'll need to either copy the changes into your customized version or switch to the default version and redo your changes.

The following fields are tracked by default:

Households & organizations: Email, Phone, Postal Address, State of Residence
Individuals & contacts: Birthdate, Citizenship Status, Employment Status, Gender, Postal Address, SSN

You can change these fields based on your firm's requirements by opening Salesforce Setup, navigating to Custom Settings, clicking Manage next to Missing Information Settings, and updating the fields there.

Please note: You need to specify fields by their API names, and the order in which you specify them will be the order in which the fields appear.

Adjusting Table Columns

Users can adjust the columns displayed on the tile table for a selected tile on the Home page to display specific field information. These changes are made on a user-by-user basis rather than organization-wide. This means that each user can customize which columns are displayed when selecting specific tiles and can display different columns than their team members. Changes made this way are persistent; they'll be retained across browser sessions and devices for each user.

Adding a Table Column

Select the tile on the Home page that you would like to adjust, then open the related tile table.
On the tile table, select the settings cog located on the right-hand side. This will open a table column editing pop-up on your screen.
Scroll through the Available Fields section on the left-hand side of the pop-up and select the field name that you would like to add to the table. When selected, the field name will be highlighted in blue.
Once the field is selected, click the top caret button between the Available Fields and Visible Fields lists. The field name will move from the Available Fields list to the Visible Fields list when this is selected.
Use the carets to the right of the Visible Field field list to move the added field up or down the list to change field placement within the table.
Repeat as necessary to add any additional fields. Select Save to finalize these column changes.

Please note: If you would like to return the displayed columns to the product standard, click the Reset button before clicking Save.

Removing a Table Column

Select the tile on the Home page that you would like to adjust the related tile table to open the tile table.
On the tile table, select the settings cog located on the right-hand side. This will open a table column editing pop-up on your screen.
Scroll through the Visible Fields section on the right-hand side of the pop-up and select the field name that you would like to remove from the table. When selected, the field name will be highlighted in blue.
Once the field is selected, click the lower caret button between the Available Fields and Visible Fields lists. The field name will move from the Visible Fields list to the Available Fields list when this is selected.
Repeat as necessary to remove any additional fields. Select Save to finalize these column changes.

Please note: If you would like to return the displayed columns to the product standard, click the Reset button before clicking Save.

Adjusting Table Column Widths

After selecting the tile to display the related table, locate the column you want to adjust the width of.
Within the column headers, select the line to the right of the field name.
Click and drag this line to the right of your screen to make this column larger. Dragging the line to the left of your screen will make the column smaller.

Filtering

When you select a tile on your Home page, a series of filters will appear in the tile table. These filters are multi-select, meaning they allow multiple values to be selected at once and display all values by default. Filters narrow the table down to the records most relevant to your current work.

To change these filters:

Select the tile on the Home page that you would like to filter the related tile table.
Click the values section under the name of the filter you would like to change.
Select or deselect the checkboxes next to the filter values in the filter value pop-up to enable or disable these results in the table. For date filters, specify the date range for the records you want the table to display.
Once the values are specified, select Apply to finalize the filter changes. The table will reload, displaying the adjusted results for records that meet your specified filtering criteria.

Tile Table Actions

Tile table actions are available in two ways: mass action buttons or row actions located within each record's row.

Mass Actions

Mass actions are buttons that appear at the top of the tile table when one or more records are selected. These actions vary by tile type but can include Complete Tasks, Change Owner, Edit, or Open in New Tab. Mass actions speed up routine work by letting you apply the same change to multiple records at once, rather than editing each one individually.

To use mass actions:

Select the tile on the Home page to open the related tile table.
Select the checkbox in the furthest left column beside the record or records you would like to edit with mass actions on the tile table.

Please note: To select all records displayed on the table, select the checkbox located in the table columns header rather than the checkboxes located beside each record.
Once selected, the filters section will change to display the mass action buttons. Select the button corresponding to the change you would like to make from the displayed options, then follow the on-screen instructions.

Row Actions

Select the tile on the Home page to open the related tile table.
On the tile table, locate the record row and scroll to the furthest right-hand column.
Select the caret icon located in this column.
This will display a drop-down menu with options that affect only this record, such as Complete Task. Select the option from the drop-down menu for the change you would like to make to the record. Row action options are available only on certain tile rows.

Refreshing Tile Tables

Tile tables may need an occasional refresh to incorporate new information when creating or editing records elsewhere in your organization. This ensures that the information pulled into the table is current and updated with any changes made.

To refresh a tile table:

Select the tile on the Home page that you would like to refresh the related tile table.
On the tile table, select the refresh icon on the right-hand side, next to the settings cog icon.
Once selected, a loading indicator will briefly appear in the tile table, and upon successful refresh, the updated record information will be displayed.

Exporting Tile Information

Tile information can be exported to your computer's downloads folder as a CSV file for use outside of Practifi.

To export a tile's results:

Select the tile on the Home page that you would like to export the information to your computer.
Apply any filters or adjust the columns displayed, if necessary. Exporting will include any applicable filters and all columns currently displayed.
Select the Export as CSV hyperlink above the column headers on the tile table.
Upon selecting this hyperlink, the table results will be exported to your computer's downloads folder.

What Are Home Page Charts?

Some sections on the Home page show information graphically. These charts show the proportions of the data types the user can see, such as their Overview Tasks by Client Segment or Types of Processes underway. The charts displayed will vary based on the app assigned to your user profile.

Using Home Page Charts

To collapse these charts, select the caret icon located next to the chart row name. This will collapse all charts within the chart row. To uncollapse, reselect the chart row name. Selecting elements in the graph opens a record table similar to those displayed when selecting a tile on the Home page. These graphical diagrams also allow the graph to be downloaded as an image or the underlying data table to be viewed, from which the graph was generated.