Set an Integration Log Retention Period and Automate Deletion

Integration logs, like those from Microsoft 365 Sync activities, can quickly pile up and clog your data storage. A new Practifi custom setting called Integration Log Retention Period allows Administrators to set a custom retention period (0-182 days) to automatically delete older logs, freeing up valuable storage space. A daily scheduled job ensures your system stays clutter-free without manual intervention, allowing you to focus on more important tasks and spend less time managing data. 

Boost Efficiency With Mobile Task Management

Managing tasks on mobile devices has never been easier. The iOS mobile app now supports the Mark as Complete action for Checklists, Deliverables and Active Forms to streamline task completion. We’ve created mobile-friendly layouts for task pages, success/error notifications and collapsible components so advisors spend less time finding information and more time building meaningful connections with clients. Plus, with real-time updates for tabs like Open Activities and Activity History, advisors can quickly get up to speed on recent client activity.

Simplify Client Creation With Black Diamond Update

Now, when creating clients through the Black Diamond integration, the default client type is set to Household instead of Organization. This change, along with the revised Create New Client trigger, ensures consistency across all environments and simplifies the client creation process.

Filter and Search Microsoft 365 Sync Exclusions

Now, you can easily distinguish between global and personal exclusions right from the Exclusions tab in the Microsoft 365 Sync app. With a new button group before the search bar in the External Addresses table, you can quickly switch between the global (default) and personal views. Additionally, the search functionality adapts to the selected view, providing more relevant search results. 

Align Task Ownership With Microsoft 365 Update

We’ve aligned Microsoft 365 task ownership to ensure that tasks created by Microsoft Outlook are assigned to the owner of the associated email record rather than the user scheduling the jobs. This change eliminates discrepancies in task ownership reports, ensuring accurate metrics on task ownership and improving reporting reliability.

Reactivate Deliverables With Improved Flexibility

The improved Reactivate Deliverable action now includes a flexible Next Due Date field, allowing the reactivation of inactive, completed or canceled Deliverables. The Next Due Date field is automatically populated based on Deliverable Type settings but can be modified for customization. 

Track Deliverables Fulfilled by an Activity

Easily track which activities fulfill specific Deliverables, and vice-versa! We’ve extended Deliverable automation so that Activity ID and Activity Name are now automatically updated on a Deliverable record with activity details upon fulfillment via an activity.

Control Risk Profile Setting Access

Control who can access and modify Risk Profile settings with the new Practifi – Risk Profile – Administrator permission set, which provides full access to all Risk Profile settings. The standard Risk Profile permission set enables creating, editing and deleting personal Risk Profiles, but grants read-only access to configurations in the Settings app. 

Note: Existing users with Risk Profile permissions will be assigned both permission sets to maintain functionality. Practifi Administrators can control access by removing the ‘Practifi – Risk Profile – Administrator’ permission set for other users that do not require access. 

Enable New Workflows With Records Marked as Lost

You can now launch processes to finalize the closure of a client account even though they have been marked as lost client / prospect in Practifi. With updated workflow support, rules configured in the Rulebook can now launch processes and tasks when records are marked as Lost. This ensures a smooth order of operations, updating the entity’s stage, closing related records and checking for applicable rules to launch specified tasks and processes seamlessly. 

Reassign Scheduled Jobs for Deactivated Users Automatically

When a System Adminstrator deactivates a user, the user’s scheduled jobs will now automatically be assigned to the System Administrator to ensure they continue running. To reduce the need for manual reconfiguration, reassigned jobs retain all original settings.

Note: Jobs in progress cannot be reassigned and may impact frequent jobs like Microsoft 365 Sync, which runs every 15 minutes. 

Practifi Graciano also offers additional enhancements to field labels and settings layout. You can read more about them in our full technical release notes here.