Practifi Gamay Release Notes

Set the stage with key entity records

Practifi makes it easy to organize your data with entity records. All contacts exist as one of the three key entities: an individual, a household or an organization. This structure makes up the foundation of how all records are stored in Practifi. Learn more about individual, household and organization records.

Create new records on the fly with Global Actions

Easily create new households, organizations and individuals, as well as tasks, events, logged calls, emails and notes with Practifi’s Global Actions. This feature is docked at the top of your screen, so you can spin up new records and activities no matter where you are in Practifi. Learn more about household and organization members.

Navigate seamlessly with the record side pane and tabs

Practifi’s workspace tabs make switching between multiple records quick and convenient. Pin, rearrange and rename tabs to personalize your workspace or favorite them so you can quickly access them in your favorites menu. View notes, files, and team members related to the associated individual, household or organization in the record side pane. Learn more about navigating records and tabs.

Easily segment records with Topics and Definitions

Definitions provide a structured way to identify prospects and clients in Practifi, whereas Topics allow you flexibility in creating unique group identifiers. Set up topic categories to easily identify households interested in wine, individuals who are interested in golf, and more. Learn more about segmenting with Topics and Definitions.

Seamlessly manage changing relationships with Definition Actions

Depending on the Definition applied to a record, you’ll not only see dynamic options made available in the Definitions Menu such as “Promote to Prospect” or “Promote to Client”, but you will also see different navigation sections such as “Platinum Client” or “Critical Influencer”. These options help you seamlessly navigate the changing relationships you have with individuals, households and organizations in your firm. Learn more about changing relationships with Definition Actions.

Switch between record collections with the table viewer menu

Available on pages like Directory, Clients and Pipeline, the table viewer menu allows you to easily switch between different collections of records such as “My Clients”, “My Division’s Clients”, “All Clients”, etc., so you can see the view most relevant to you.

View recent and historical interactions with the new Activity Timeline

The new Activity Timeline lives on individual, household and organization records and lists all calls, events and tasks related to that record. Displayed in chronological order, it helps you stay on top of both recent and historical activities.

Manage your daily appointments with the Calendar

Use the Calendar to keep your day organized and stay across what’s happening with your colleagues. Never miss an upcoming appointment with today’s agenda front and center on your homepage.

Store and access important information with Notes and Files

Notes let you capture rich, free-form content and relate it to specific records giving you the freedom to store and easily access important record information. Files from native Salesforce apps Egnyte and Dropbox are easily accessible and files from external data sources such as Box, G-Suite or Office 365 can also be linked directly to records within Practifi. By adding notes or files to records they will be automatically linked to that record’s related household, organization or individual as well, bringing a wide network of related information and content into one place.

Gain full visibility over important discussions through Chatter

The Chatter page provides a single location for all conversations or feed-related activity going on in your firm. Whether it’s posts made on records you’re involved with, directed to the company generally, or kept within a close group of team members, Chatter provides full visibility over these important discussions.

Improve team collaboration with Chatter groups

New Chatter group capabilities allow you to create groups of users where you can easily share posts, files, records and other content with other members of the group. Servicing teams can stay up to date with client updates, marketing teams can share campaign results, and staff who share common hobbies can all have their own private groups to communicate.

Customize your analytics with new report and dashboard builders

Drag and drop your way to comprehensive business intelligence and analytics with new customizable report and dashboard builders. Individual permission sets provide an additional layer of control to ensure your analytics are closely managed.

Quickly find what you’re looking for with the full search results page

The global search bar boasts a new full results page to help you find what you’re looking for within Practifi. Completing the search opens a complete list of results relevant to your search query in a new workspace tab so you can filter, refine and keep the results for future reference.

Easily manage duplicate data with proactive notifications

Identify data redundancies with duplicate management notifications. These proactive notifications tell you if the record you have open is similar to others in the system, making it easier than ever keep your Practifi data clean.