Overview
Practifi delivers several releases each calendar year, each introducing new functionality and enhancements to your organization. The release notes cover these new functionalities and improvements in detail. Teams can consult them during deployment to confirm that the features they need are available. This article outlines how to use the release notes to learn more about each general release. If you have additional questions about the release, please reach out to your firm's CSM.
Who Should Use the Release Notes?
Release notes cover the new functionality and enhancements available to your organization from the perspective of a Practifi Super User or Administrator. They are written for users who need an overall understanding of features added, changes, and any new considerations as they prepare their team for each release. Release notes are available for Practifi Standard Users to view, but are not recommended for non-technical users or users not involved in the direction of your organization.
What's in the Release Notes?
The release notes include general overviews of each new feature along with any considerations to keep in mind. You'll find links to relevant Practifi Success Portal articles with additional information on how to use or understand the functionality. Article links open in a new browser tab for further reading.
What Is the Change Log?
The Change Log appears at the end of each release notes article. It consolidates all configurable product areas affected by the release into a single table, so you can quickly identify what needs attention without reading through each feature section.
The Change Log table flags the specific area of the product that's changed, such as a page layout, a component, or an integration configuration. In many cases, if you've customized one of the listed areas, your organization will not automatically receive the updated version. Instead, a copy of the updated item will be made available in your instance. You can either replicate Practifi's changes into your customized version or switch to the updated item and reapply your customizations.
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