Using the Home Page

Overview

The Home page in Practifi is a summary dashboard of the tasks assigned to the user and graphical representations of the count of deals and processes underway with Clients and Prospects. The Home page's features and the display of this page will depend upon 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 giving them a snapshot of the work that needs to be completed.  

Client and Prospect information on the Home page will depend on the app. For example, the Home page of the Advisor app will display information about the Advisor's Clients and Prospects while the Home page of the Client Service app will display information about Clients and Prospects that lists 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

  • Missing Information Home Page Tile

  • Adjusting Table Columns
    • Adding a Table Column
    • Removing a Table Column
    • Adjusting Table Column Widths
  • Filtering 
  • Tile Table Actions
    • Mass Actions
    • Row Actions
  • Refreshing Tile Tables
  • Exporting Tile Information
• What Are Home Page Charts?
• Using Home Page Charts

Accessing the Home Page

The Home page is found by selecting Home under the Navigation Menu dropdown on the app. This is also the page that you will view upon logging 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 and select Home from the drop-down options to navigate back 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. Each tile has a focus on the specific information it is capturing. For example, any tasks currently assigned to you that are not closed are displayed within the "Open tasks" tile.

Tiles look for a set of records matching certain criteria and summarize a single value across the records that meet the criteria. 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 in and out of focus by selecting the tile row header name. 

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

Clicking on a tile reveals a table containing the related records beneath the tile row, including filters to refine the table, row actions found in the overflow menu on the right side of each table 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 looking at a list of task records found 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 Tiles

While the information you collect from each client can vary, there's usually a handful of mission-critical data points, like phone numbers, addresses, SSNs and birthdates. Knowing which of these still need to be obtained can be time-consuming, as you need to check each field one by one. The Missing Information tile on the Home page makes it easy by presenting them all as a single, comma-separated list. 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 going to Custom Settings, clicking Manage next to Missing Information Settings and updating the fields there. Please note that you need to specify fields based on their API names and that the order in which you specify them will be the order in which they’re shown by the field itself.

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 has the ability to customize which columns display when selecting specific tiles and can have different columns displayed 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

1. Select the tile on the Home page that you would like to adjust the related tile table to open the tile table. 
2. 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.
   
3. 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 highlight blue.
   
4. 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.
   
5. 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.
6. Repeat as necessary to add any additional fields. Select Save to finalize these column changes. 
   
   • Please note: If you would like to return the columns displayed back to the product standard, you can select the Reset button before selecting Save.
     

Removing a Table Column

1. Select the tile on the Home page that you would like to adjust the related tile table to open the tile table. 
2. 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.
   
3. 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 highlight in blue.
   
4. 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.
   
5. Repeat as necessary to remove any additional fields. Select Save to finalize these column changes.
   
   • Please note: If you would like to return the columns displayed back to the product standard, you can select the Reset button before selecting Save.
     

Adjusting Table Column Widths

1. After selecting the tile to display the related table, locate the column where you would like to adjust the width.  
2. Within the column headers, select the line to the right of the field name.
   
3. 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 selecting a tile on your Home page, a series of filters will display within the tile table. These filters are multi-select, meaning they support having multiple values selected at a singular time and display all values by default.

To change these filters:

1. Select the tile on the Home page that you would like to filter the related tile table. 
2. Click on the values section under the filter name for the filter you would like to change. 
   
3. Select or deselect the checkboxes beside the filter values within the filter value pop-up to enable or disable these results on the table. For date filters, specify the date range for records that you would like the table to display. 
   
4. Once the values are specified, select Apply to finalize the filter changes. The table will reload with the adjusted results displayed with records meeting your specified filtering criteria.

Tile Table Actions

Tile table actions are available in two different methods: the mass action buttons or row actions located within each record's row on the tile table. 

Mass Actions

Mass actions are buttons that display at the top of the tile table when one or multiple records are selected within the tile table. These actions vary by the tile table but can include Complete Tasks, Change Owner, Edit or Open in New Tabs. 

To use mass actions:

1. Select the tile on the Home page to open the related tile table. 
2. 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.
     
3. Once selected, the filters section will change to display the mass action buttons. Select the button applicable to the change you would like to make from the options displayed and follow the onscreen instructions.
   

Row Actions

1. Select the tile on the Home page to open the related tile table. 
2. On the tile table, locate the record row and scroll to the furthest right-hand column. 
3. Select the caret icon located in this column.
   
4. This will display a drop-down menu with options that will impact only this record, for example, "Complete Task." Select the option from the drop-down menu for the change you would like to make to the record. Row action options availability varies by tile row.
   

Refreshing Tile Tables

Tile tables can need an occasional refresh to pull in new information when creating new 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:

1. Select the tile on the Home page that you would like to refresh the related tile table. 
2. On the tile table, select the refresh icon on the right-hand side beside the settings cog icon.
   
3. Once selected, a loading visual will momentarily display within the tile table, and upon successful refresh, updated record information will be displayed within the tile table.

Exporting Tile Information

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

To export a tile's results: 

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

What Are Home Page Charts?

Some sections on the Home page show information graphically. These charts show the proportion of the types of data 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 within the graph will open a record table similar to those displayed when selecting a tile on the Home page. These graphical diagrams also allow the graph itself to be downloaded as an image or view the underlying data table from which the graph was generated.