Practifi Tempranillo Release Notes

New Bulk Prospect Wizard

You can now upload up to 100 prospects at once using the new Bulk Prospect Wizard feature. Simply upload a CSV file and corresponding prospect records, contacts, pipeline services and relationships will be created within Practifi.

Extended Process Capabilities

We’ve extended Practifi’s process automation to work within new contexts such as:

• At Division level: so you can run processes for divisions of your firm, such as setting up new services
• At Team Member level: so you can run processes for specific team members, such as audits, recruitment, or staff off-boarding procedures
• As well as new contexts involving Syndicate (Fund), Syndicate Deals, Insurance Policies, Assets
  and Liabilities

New Delegated Open Tasks Tile

You can now easily keep track of delegated work with a new Delegated Open Tasks tile that has been introduced on the team member At a Glance page. By clicking on the tile, you can see a full list of all open tasks created by a specific team member that are assigned to other team members.

Separating New Opportunities from Ongoing Services

You can now easily record new pipeline opportunities from existing clients with a new menu item in the Client context for Opportunities. We have also separated Opportunities from Ongoing Services in the Client 360 page and included a new Opportunities Data Management page so you can track these pipeline opportunities separately.

Create a Prospect from an Existing Contact

You can now create a prospect from an existing contact. This new feature enables you to search for an existing contact in the Create a Prospect wizard and allows you to add primary and spouse contacts if they already exist in the organization.

Streamlined Process Cancellation

You can now easily cancel a process where all of the related open tasks will also be cancelled and no further tasks can be created.

Deep Delete Child Records

With certain permission settings, you can now easily delete records with our new Deep Delete feature. This capability allows you to delete records and all underlying child records with a simple click, giving you back valuable time in your day.

Create Tasks from an Interaction

You can now create tasks related to an interaction from the interaction’s add/edit page without navigating to the actual task tab.

Send multiple emails with the Salesforce Mass Email Wizard

Send an email to multiple contacts at once with the new Launcher Menu item, the Salesforce Mass Email Wizard. All interactions will be created and logged for each corresponding contact.

At A Glance and 360 Page Improvements

Enjoy higher performance and faster load times on multiple At A Glance and 360 Page views, such as the Team Member At a Glance, Division At a Glance, Client 360 and Prospect 360 pages.

Practifi Calendar Enhancements

Enjoy new features and filters on the Practifi calendar such as:

• A new option to include or exclude weekends on your Practifi calendar

• New ability to extend hours to view or add more appointments outside the standard 9am to 5pm

• Additional information regarding meeting Start Time, Duration & Subject of Appointments

• New ability to link a single appointment to multiple parties so the interaction can be displayed on each invitee’s calendar. Any appointment with multiple parties will be differentiated with a group icon on your Practifi calendar.

Client Entity Enhancements

You can now construct and enter more complex entity relationships with a new function that allows one client entity to be the parent of another client entity.

Additional Fields on Person Basics Page

You can now store more information about your clients with new fields on the Person add and edit pages including Fax, Department, Maiden Name, Work Phone Extension and Nationality.

Add Interaction Button change

When adding an interaction, the “Other” dropdown option has been updated to “Other Methods”. The dropdown will give you four commonly used interaction methods such as Phone, Email, Meeting and Note. If you want to add an interaction of any other type, you can simply click on the “Other Methods” option and you will be directed to the Add Interaction page to enter specific details.

Task Enhancements

• Removed the default task subject “My Task Subject” when adding a new task so you no longer need to type over the subject
• Added a new column and filter for “Task Group” on tasks list tables that allows you to easily group similar tasks

Other Product Enhancements

• You can now record the middle name of a prospect

• You can now select multiple stages when filtering opportunities by stage on the Opportunity Analytics Page

• To streamline large data loads, we’ve updated the lookup field config on Service, Benefit, Asset/Liability and Stage History