Troubleshooting: How Do I Merge Duplicate Client Records?

From time to time as a PractiFI system admin, you may need to grant access to PractiFI's support team to answer a question or resolve an issue. Here's how.

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How To: Start and Manage Tasks

Services are where you'll track the commercial business you do with your clients. And they're pretty all round awesome. Here we explain how to create a service for a client. Ready?

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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.

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Concept Dive: Chatter for PractiFI

Have you seen our feed feature? Do you love it? We do.
It's like your own personal swiss-army collaboration utility. The tool you didn't know you needed until someone gave it to you.

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How To: Work with Conga Data Sets in PractiFI

PractiFI and Conga are a match made in document generation heaven! Remember what it felt like to have to type all those pesky documents by hand? Well remember no more. Once we're done with you, you'll be creating all your documents through Conga for PractiFI. Seriously.

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How To: Configure Your PractiFI Reference Data

PractiFI's pretty awesome right out of the box. But even we don't have the power to build a solution that fits everyone's business straight off the shelf. That's why we've made it really easy to configure your reference data, so that you can have PractiFI your way.

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