Posts – Practifi Success

Allow editing of task staging without going to the edit task screen

Brent Satill August 14, 2019 01:49 Completed

15 votes 4 comments
Interaction templates

Megan Nunez September 21, 2020 18:08 Answered

11 votes 6 comments
Fact Find Capability Enhancements

James Burr September 03, 2019 23:32

11 votes 1 comment
Interaction with multiple team members to appear in Analytics

Rob Pyne August 22, 2019 00:35

11 votes 3 comments
Rich Text in interaction descriptions

James Burr August 15, 2019 00:14 Planned

11 votes 3 comments
Adding Spell Check

Learning Team September 16, 2019 23:20

8 votes 0 comments
Task Integration into Calendar

Brett Jackson June 02, 2020 05:11

7 votes 0 comments
Feed/Task Notifications

Monique Bower March 26, 2020 05:53

7 votes 1 comment
Address Updates - Changing Person Records When Changing Entity

Learning Team January 15, 2020 21:39

7 votes 0 comments
Risk Profile Capture

Keiran James November 07, 2019 02:48

7 votes 0 comments
Search Bar Consistency

Learning Team September 25, 2019 21:42

7 votes 1 comment
Export Interaction Notes

Steve Miller September 23, 2019 17:10

7 votes 1 comment
Mass update task due dates by interval (day, week, month)

Megan Nunez December 08, 2020 20:33

6 votes 1 comment
"Cannot Delete" error messages should navigate to associated record when clicked

Jayce Nall September 11, 2019 14:01 Planned

6 votes 1 comment
Rich Text in Task Comments

Rose Castaneda February 08, 2023 22:02

5 votes 2 comments
Deliverables Fulfillment

Elena Israel April 11, 2022 20:44

5 votes 3 comments
Place of Birth

Keiran James November 07, 2019 02:58 Completed

5 votes 3 comments
Notification of tasks on due date

Rob Pyne August 22, 2019 00:16

5 votes 6 comments
Riskalyze

Adrian Johnstone August 12, 2019 19:31 Planned

5 votes 2 comments
Adding Feed @ Task/Activity Creation

RC Arseneau August 26, 2022 19:41

4 votes 0 comments
Remove the requirement for Salutation

Johnny Lambert October 28, 2021 20:21

4 votes 1 comment
Rich text in Interactions

Monique Bower October 16, 2020 05:34 Answered

4 votes 2 comments
Create Tasks From Outlook

Alicia Vengust August 06, 2020 02:21

4 votes 0 comments
Processes Marked Cancelled

Lindsay Pflug February 20, 2020 15:54 Planned

4 votes 3 comments
Extra Information subtab for client entities

Keiran James November 07, 2019 05:55 Answered

4 votes 1 comment
Email links auto-populate BCC field with my email to salesforce address.

Jayce Nall August 15, 2019 21:41

4 votes 1 comment
Have predecessor tasks in workflow

Lindsey Hanson July 03, 2019 03:08 Completed

4 votes 1 comment
Press Enter⏎ to Save Checklist Item

Daniel Malone November 30, 2022 01:43

3 votes 1 comment
Update Address Sync

Chris Hughes March 11, 2022 00:35

3 votes 0 comments
HTML Editor for Interactions

Cassandra Gallagher August 25, 2021 23:56

3 votes 0 comments