PractiFI Pinot Noir Release

It’s time for another product release! PractiFI Pinot Noir is here and our focus has been on extending our range of integrations with best of breed providers such as Box, DocuSign and Campaign Monitor as well as a number of new enhancements and tweaks. If you’d like any further information just get in touch.

PractiFI Pinot Noir Release

Enhancements
  • Box Integration: Enterprise grade document storage within PractiFI. Synchronise your Box files and folders and view them within the PractiFI Client Feed. Note: You must have a Box subscription to use this integration.
  • DocuSign Integration: Send documents for signature within PractiFI, track envelope and recipient status. View DocuSign Status in Client Interactions and stay abreast of status changes in the Client Feed. Note: You must have an active DocuSign account to use this integration.
  • Provisio Integration: Launch Provisio from within PractiFI and run strategy scenarios. Key fields such as date of birth, salary, super balance and gender will automatically flow through into Provisio to avoid rekeying of data. Note: You must have an active Provisio licence to use this integration.
  • Praemium Integration: Access your clients’ Praemium V-Wrap portfolios directly from the PractiFI Assets tab.
  • Campaign Monitor Integration: Create and send email marketing campaigns from PractiFI and view the status of these campaigns under Client Interactions. Note: You must have a Campaign Monitor subscription to use this integration.
  • Processes cannot be completed if there are uncompleted Tasks: All underlying Tasks must now be completed before a Process can be completed.
  • Launch Process Wizard: If you start a Process that is related to a Service, on save you will be returned to the Service View.  If the Process is not related to a Service (i.e. only related to a Client), you will be returned to the Client View on save. If you cancel the Process part way through, you will be returned to page you started from. Previously, you were returned to Practice View.
  • Quick Process Launch: You can now quickly launch a process from wherever you see a Processes tab.
  • Notification of Task Assignment: PractiFI users can now opt to receive an email alert when they are assigned a Task. The email alert can also be customised using a template. This setting is available from the PractiFI Settings page. 
  • Export Table Data: Updated to ensure the exported fields better match the filtered table results. When table data is exported to CSV all rows will be exported (you no longer need to click ‘Load More’).  
  • Relationship and Service Start / End dates: Added validation to ensure the start date cannot be before the end date.
  • Multi-Practice Enhancements:
    • Each team member can now have only one Primary Practice
    • In Team Member View you can see all the practices the team member belongs to as well as their Primary Practice
    • In Practice View you can use the Team Member hyperlink to navigate to Team Member View.
  • Productivity Features: Estimated Effort, Actual Effort and Variance can now be enabled using the Productivity Features setting in the PractiFI Settings page.
  • Improved support for integrated email tools: Default interaction methods can now be configured where these aren’t created by the tool. Email attachments from integrated email tools such as Cirrus, Ebsta, Outlook and Salesforce1 are also now integrated and available in the Interactions tab.
  • Enhancements to Analytics: Analytics now support drill-throughs to more detailed analysis, and taps into our action framework to allow for on-click redirects, popups and other actions. Screens and navigation are now more consistent with each other and we’ve improved the visibility of some text.
  • Column sorting: This functionality has been extended to most fields.
  • Default Client People sort order: Primary contact and partner are now shown first with other relationships below.
  • Minor Enhancements: Start a Process wizard has been tweaked for ease of use.
  • Minor performance tweaks: Improvements to page caching, page loading and loading messages to improve page loading performance.
  • Settings page enhancements: Settings are now populated with default values when adding new config settings for a user/profile.
  • Number of rows in tables: Reviewed and in most cases increased.
  • Picklist lengths: Increased the maximum from 30 to 200 to cater for longer Picklists.
Fixes
  • Fixed various Multi Practice errors:
    • Contacts from another practice displaying in tiles
    • Tile stats were not calculating correctly for the active practice
    • Team members could be added multiple times to the same practice
    • In Practice View / People, all people were displaying regardless of selected practice.
  • Fixed an issue where address was not showing in Client Basics if it could not be found via Google Maps.
  • Fixed a bug that was preventing users from directly returning to ‘At a Glance’ from Batch View.
  • Fixed issue where the Omnilife window was not resizing correctly.
  • Fixed a bug where Service View displayed incorrect set of records.
  • Fixed an error that was occurring when creating bulk tasks.
  • Fixed a Skuid page error that was presenting on PersonView.
  • Fixed an error when adding Person to Person relationship.
  • Fixed an issue where assets created under a Service were not displaying in the Client’s Asset/ Liability View.
  • Fixed an issue where the owner was not displaying in Practice View for Assets/Liabilities created under a Service.
  • Family Home now displays in the Category filter list.
  • Fixed an issue where the list of stages on the bulk client update page was not filtered correctly.
  • Fixed an error that was appearing when adding Related person to an asset or liability.
  • Fixed an error that was occurring when adding policy owner.
  • Fixed various Firefox and Microsoft Internet Explorer (IE) issues.
  • Fixed an issue where Income and Expenses for a Client person displayed in the person list was incorrect.
  • Fixed a bug where description in Recommendation was not able to be edited.
  • Fixed an issue where a Client person record could be created multiple times as no error message appeared.
  • Added the Calendar to the start date field on mass relationship update.
  • Hyperlinks on Task Related Records now work on the text and the icon component.