September Release
Practifi Upgrade
Updated our instance 3 releases to the latest version. This serves as a foundational change, ensuring we are utilizing the latest Practifi platform enhancements.
There is not a lot different visually here and the upgrade was more behind the scenes updates and technical. However, it was a lot of work for the technology team as things did break like our integration with Docupace, which caused delays. But this upgrade allowed us to move forward with the enhancement backlog the remainder of the year and will continue on in 2022
Contact Field Layout Improvements
Prioritized the most important fields in our first iteration of enhancements.
Enhanced Global Search Results
Results are now filtered by Contacts and Entities.
Prospect Field Enhancements
Advisors can now capture all PII data prior to converting to the client record, which ensures contact type accuracy (prospect vs. client).
Docupace Mapping Enhancement
Contact legal and mailing address fields now automatically map from Practifi to the Docupace Contact folder.
