Practifi - SPA

Practifi Basics

• Tempranillo Release: Updates - SPA
• Practifi Calendar - SPA
• Practifi Overview - SPA
• Navigation & Search - SPA
• Logging In - SPA
• Reset Your Forgotten Password - SPA

See all 7 articles

Clients, People & Relationships

• Managing duplicates - SPA
• Adding Sources, Referrers and Influencers - SPA
• Clients, People & Relationships Overview - SPA
• Creating a Household Client - SPA
• Editing a Client - SPA

Prospects & Pipeline

• Managing and monitoring Prospects - SPA

Services & Instalments

• Advice Services & Instalments Overview - SPA
• Creating a Service - SPA
• Editing a Service - SPA
• Adding an Instalment - SPA
• Editing an Instalment - SPA

Interactions

• Create a Task under an Interaction - SPA
• Outlook Email Integration
• Interactions Overview - SPA
• Adding an Interaction - SPA
• Editing an Interaction - SPA
• Adding Multiple Contacts to an Interaction - SPA

Processes & Tasks

• Canceling or Completing a Process - SPA
• Processes & Tasks Overview - SPA
• Starting a Task - SPA
• Managing a Task - SPA
• Starting a Process - SPA
• Managing a Process - SPA

Goals, Recommendations & Risk Profiles

• Goals, Recommendations & Risk Profiles Overview - SPA
• Recording Goals - SPA
• Editing Goals - SPA
• Adding Objectives & Recommendations - SPA
• Editing Objectives & Recommendations - SPA
• Adding Risk Profiles - SPA

See all 7 articles

Income & Expenses

• Income & Expenses Overview - SPA
• Adding Income & Expenses - SPA
• Editing Income & Expenses - SPA

Assets & Liabilities

• Assets & Liabilities Overview - SPA
• Adding Assets - SPA
• Adding Liabilities - SPA
• Editing Assets - SPA
• Editing Liabilities - SPA

Insurance

• Insurance Overview - SPA
• Adding Policies & Benefits - SPA
• Editing Insurance Policies - SPA

Feed

• Feed Overview - SPA
• Using the Feed - SPA

Service Providers

• Providers Overview - SPA
• Adding a Provider - SPA
• Editing a Provider - SPA

Team Members, Divisions & Groups

• Team Members, Divisions & Groups Overview - SPA

Analytics & Reporting

• Analytics & Reporting Overview - SPA

Integrations

• Updating the Constant Contact Integration - SPA
• Using the Addepar Integration - SPA
• Using the Addepar Integration (Pre-Tempranillo) - SPA
• Using the Autopilot Integration - SPA
• Using the Black Diamond - SPA
• Using the Box Integration - SPA

See all 23 articles

Wizards

• Create a Client Wizard - SPA
• Bulk Create Tasks Wizard - SPA
• Bulk Create Interactions Wizard - SPA
• Bulk Launch Processes Wizard - SPA