Entries by Glenn Elliott

PractiFI Spa Experience is coming

Every now and then we can all benefit from a refresh. That’s why we’ve refreshed the PractiFI user interface from the ground up so that it’s better, stronger and faster. The result is the PractiFI Spa Experience, and as a PractiFI user, you’re invited.

Concept Dive: Client Feed

As you may have seen in our key concepts slide deck, the Client Feed allows your team members to collaborate, upload files and share notes about your clients. Inspired by the latest social media concepts such as Facebook’s wall and Twitter’s feed, PractiFI’s Client Feed allows your team members to collaborate in real time. Properly utilizing the Client Feed and associated Feed […]

How To: Upload New Clients & People Into PractiFI

So you’ve made the decision to jump on the PractiFI bandwagon? Good call. Go you!
Once you’ve managed to recover from having your mind blown, you’ll probably want to get some of your data into the system. And the best place to start is with your Clients and People.

PractiFI Demo: Drill-Through Analytics

Our Pinot Noir release takes PractiFI Analytics to another level of interactivity with drill-throughs actions. Click chart segments to drill down for more detail, redirect to other pages or open popups for more information. But the real power lies in the configurability of Analytics to answer the questions you might need to ask in future.