PractiFI Malbec Release

Good news! PractiFI Malbec is out and includes a host of new features and enhancements. If you’d like any more information (we know there’s a lot there) feel free to get in touch.

PractiFI Malbec Release

  • Omnilife integration for life insurance quotes and research: Now generally available. Omnilife customers can run insurance quotes from the Launcher menu and compare quotes and policies. For more information about Omnilife, talk to the great team at Omnium.
  • Configurable landing page:  You can now set your default view to your own Team Member View, presenting your personal page every time you open PractiFI.
  • Top nav bar icon change for Practice View: With the introduction of configurable landing pages, we’ve now changed the Practice View icon from a house to a building.
  • Top nav bar icon for My View: You can now get to your own Team Member View quickly and easily by selecting the new My View icon in the top nav bar.
  • At a Glance for Team Member and Group Views: Team Member View and Group View now feature At a Glance snapshot tiles. The At a Glance tab, previously only found in Practice View, is now available in Team Member View and Group View. At a Glance’s snapshot tiles can be configured to show the real-time metrics that you rely on to run your business.
  • Feed for Team Member View: The Chatter Feed which was previously only available for a given client in Client View is now available in Team Member View.
  • Customisable subtab enhancements: Customisable subtabs now appear in read mode and in the editable popup, so your custom fields, tables and other content are always easy to find. Plus you can adjust the label for your customisable subtab.
  • Swappable page includes expanded to all major pages for greater configurability: The contents of most tabs in most PractiFI pages are now separate page “includes”. This means that you can make page layout adjustments in very targeted areas (say new fields in tables, new filters or additional subtabs), whilst staying on the standard (and evolving) PractiFI layout for the rest of the page. Want to revert to our standard tab again? Use page assignments to swap it back in.
  • Organise your team into hierarchical divisions: In addition to PractiFI’s Group View, you can now configure PractiFI’s Practice View to match your business’s hierarchical structure. Whether your business is made up of branch offices, functional divisions or even subsidiary companies, all of your clients and team members as well as detailed information (services, tasks, interactions etc) are rolled up and presented by division.
  • Remove standard tabs via config settings: Any of PractiFI’s standard tabs that don’t apply to your business can now be disabled through PractiFI Settings.
  • Enhanced export to Excel for tables: The export to Excel feature on all of PractiFI’s tables has been enhanced to include just the right fields with better formatting applied.
  • Configurable menu items: PractiFI’s Launcher and Settings menus are now completely configurable. Standard PractiFI menu items that don’t apply to your business can be easily disabled and custom menu items can be configured as required.
  • Management of renewal notices and statements (for opt-in and FDS obligations): Flag specific service types as eligible for renewal notices (for opt-in) and for regular statements (for FDS obligations). Specify renewal and statement interval and notice periods, as well as deemed response periods. PractiFI then uses this information to calculate renewal and statement due dates for reporting or as the basis for process automation.
  • Interactions generally available: PractiFI’s Interactions are stored directly in the client record and you can even capture a mood indicator to ensure that clients are staying happy.
  • Telephony integrated into PractiFI sidebar: It’s now easy to plug cloud telephony into PractiFI with our new softphone sidebar which supports the Open CTI standard.
  • Search enhancements: Our global search now searches all text fields on the record, not just the name. For example, you can find clients based on their formal name, description or city. Or you can find people based on their phone number or email address.
  • Process, task and service stage durations: Specify estimated durations for specific process types, task types and service stage. Use these estimated durations to compare actual durations in your business reporting to check performance versus targets.
  • Stage history (for Services): You can now report on service stage history, which allows you track how long each type of service remains in a given stage in its lifecycle.
  • Bulk launch processes: From the Launcher menu, you can now launch a process for a set of clients or services all at once.
  • Bulk create tasks: From the Launcher menu, you can now launch one or more tasks for a set of clients or services all at once.
  • Bulk create interactions: From the Launcher menu, you can now log one or more interactions for a set of clients or services all at once.
  • New Task Type field: Tasks are now categorised by a simple Task Type field regardless of whether they are part of a process or not.
  • Task Templates: Task Templates allow you to preset information such as subject, description, due date and assignee for common tasks. The behaviour is identical to predefining process steps but is used for isolated tasks.
  • New Task Outcome field: Tasks whether part of a process or isolated, can now be predefined with a set of possible outcomes. The assigned user chooses from the set of possible outcomes at the time of completing the task.
  • Suppress steps at launch: Process steps can now be suppressed at the time of a process launch and configured to launch only on the basis of automated business rules.
  • New Service View page: Each service performed for a client now has its own detail page and services can be found directly from the global search in the top navigation bar.
  • Client and Service Scope Areas: Use client scope areas to capture upfront the broad areas of interest of the client, which may span a range of your available services (retirement, advice, insurance, investment etc). These scope areas can then be tracked through to the services you perform for the client.
  • New Create Business Client wizard: The new Create a Business Client now makes creating a business client as easy as creating a household client. The simple three step wizard captures the details of your primary contact person, the company, other relevant staff and any follow up tasks.
  • Easier tracking of referrals when creating a client: The Create a Household and Create a Business Client wizards now allow for easier tracking of referrals. You can assign a referral to an existing person or team member or create a new referrer person from within the wizard.  
  • Hierarchical config settings: PractiFI settings can now be applied across the entire organisation or to specific user profiles, or even to specific team members.
  • Service estimates, actuals & instalments: Estimate and actual revenue can now both be tracked for services performed for clients. Estimates and actuals can be specified simply on the service or can be forecast and tracked over time in revenue instalment records.
  • AMP commission file uploader (beta): Advice practices in the AMP network can now upload commission files to create revenue instalments which are allocated to policy and asset records based on their contract number.
  • Batch data management: Data imports and bulk creation of records are now tracked in batches. Batches act not just as an audit trail, but allow for easy identification and removal of records created in error.
  • Analytics enhancements: Analytics now comes with new standard dashboards tracking process and task productivity and history of customer interactions. Analytics pages now have enhanced configurability making it even easier to configure your own real-time reports and dashboards.
  • Evernote integration: Subscribers to Evernote for Business can now access Evernote directly from the PractiFI Client View. Notes can be added and edited within the context of a client record with all changes synced directly to Evernote across all of your devices.
  • LinkedIn photos: For any given person, specify the LinkedIn photo URL (found by visiting their LinkedIn profile, right clicking their profile photo and copying the image address) and their photo will automatically appear in their PractiFI record.
  • General UX enhancements: Enhancements to the PractiFI user experience that smooth the transition between pages and pin the top navigation bar.