Practifi
Welcome to Practifi! We've compiled the most relevant content for our new and current clients into one helpful area. Your onboarding and customer success teams will make sure to guide your learning through the onboarding process and you can always reference any self-guided learning here.
Welcome to Practifi
- Logging In and Resetting Your Password
- Introducing Practifi Apps and General Navigation
- Understanding the Home Page
- Using the Home Page
- Understanding the Navigation Menu
- Using Pages
Key Entities
- Managing Referrals
- Understanding Households, Organizations and Individuals
- Creating a Household
- Creating an Organization
- Creating an Individual
- Understanding People Types - Contacts and Individuals
Record Management
- Managing Contact Details
- Using the Actions Menu
- Deleting Records in Practifi
- Understanding and Using Topics and Definitions
- Understanding and Using Client Segments
- Using the Noticeboard
Financials
- Understanding Prospects, Pipeline and Deals
- Understanding Services and Deals
- Understanding and Using Deliverables
- Creating an Asset
- Creating a Liability
- Managing Assets and Liabilities
Activities & Events
- Understanding Notifications
- Understanding and Using Activities
- Understanding Tasks and Processes
- Using Tasks
- Creating Tasks in Bulk
- Using Processes
Using Integrations
- Using the Flourish Integration
- Logging Emails in Outlook and Gmail
- Using the Addepar Integration
- Using the Black Diamond Integration
- Using the Box Integration
- Using the Constant Contact Integration
Role-Based Apps
- Understanding and Using the Welcome App
- Understanding and Using the Advisor App
- Understanding and Using the Business Development App
- Understanding and Using the Client Service App
- Understanding and Using the Compliance App
- Understanding and Using the Management App
Major Release Notes
- Using Practifi Release Notes
- Vermentino - November 2024
- Zinfandel - September 2024
- Pinot Blanc - July 2024
- Montepulciano - April 2024
- Cabernet Franc - February 2024
Minor Release Notes
- Petit Verdot Minor Release - November 2023
- Petit Verdot Minor Release - October 2023
- Cinsault Minor Release - July 2023
- Cinsault Minor Release - May 2023
- Cinsault Minor Release - April 2023
- Cinsault Minor Release - March 2023