System Administrator - SPA
System Basics
- Client Entities - SPA
- Mass Email - SPA
- Starting a Process - SPA
- Bulk Upload Prospects - SPA
- Creating Task Templates - SPA
- Creating Feed Templates - SPA
Practifi Settings
- Enabling Campaigns - SPA
- Categories - SPA
- Process Types - SPA
- Relationship Types - SPA
- Audit Settings - SPA
- Batches - SPA
User Management
Custom Fields and Formulas
Layout Configuration
- Creating Subtabs - SPA
- Adding a Company Logo - SPA
- Tutorial: Exposing a Custom Field in the UI - SPA
- Configuring the Layout in Practifi: An Overview - SPA
- Understanding Contexts, Tabs and Actions - SPA
- How to Change an Existing Practifi Page - SPA
Mobile Configuration
Integration Setup
- Enabling the Xero Integration - SPA
- Enabling the Constant Contact Integration - SPA
- Enabling the Pershing Integration - SPA
- Enabling the Addepar Integration - SPA
- Enabling the G Suite integration - SPA
- Enabling the Xplan Integration - SPA
Data Model
Data Model - Salesforce Objects
Data Model - Primary Objects
- Allocation - SPA
- AMP Payment - SPA
- AMP Transaction Type - SPA
- Applied Recommendation - SPA
- Asset/Liability - SPA
- Benefit - SPA
Data Model - Reference Objects
- Audit Setting - SPA
- Batch - SPA
- Category - SPA
- Feed Template - SPA
- Outcome - SPA
- Process Step/Task Template - SPA