Our Blog

PreciseFP – v3.0.9.2 Released

Our release of version 3.0.9.2 of PreciseFP brought with it updates and some new features: PINless forms – option to have a security PIN for your forms or choose to disable the PIN. Back by popular demand (from PFP 2.0)! You now have the ability to disable the required PIN for your forms that may

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PreciseFP – v3.0.8.0 Released

Our release of version 3.0.8.0 of PreciseFP brought with it many updates and some new features: Customizable Welcome Message! – Create your own messaging that clients see when they open your form Now you can customize your welcome message including editing our default instructional message. To get there, click on Forms on the left side navigation

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PreciseFP Integration with REDTAIL

 REDTAIL PreciseFP Fieldset PreciseFP Field Tag Redtail Module Redtail Tag IMPORT TO PFP EXPORT TO RT ANNOTATION Personal Details First name Contact First name OK OK Required. Personal Details Middle Name Contact Middle name OK OK Personal Details Last Name Contact Last name OK OK Required. Personal Details Gender Contact Gender OK OK Required. Personal

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PreciseFP Integration with TAILWAG

TAILWAG PreciseFP Fieldset PreciseFP Field Redtail Module Redtail Field IMPORT TO PFP EXPORT TO TAILWAG ANNOTATION Personal Details First name Contact First name OK OK Required. Personal Details Middle Name Contact Middle name OK OK Personal Details Last Name Contact Last name OK OK Required. Personal Details Gender Contact Gender OK OK Required. Personal Details

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PreciseFP Integration with MoneyGuidePro

PreciseFP and MoneyGuidePro Integration PreciseFP Fieldset PreciseFP Field Tag MGP Module MGP Tag EXPORT TO MGP ANNOTATION Personal Details First name Profile First name OK Personal Details Last Name Profile Last name OK Personal Details Gender Profile Gender OK Personal Details Birth Date Profile Date Of Birth OK Personal Details Email Profile Address OK Personal

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Weekly Webinars Added – 5.18.15

We are pleased to announce that we will be hosting daily webinars every week indefinitely to help our users get familiar with PreciseFP 3.0 or to just have a refresher course in the basics of the application. Below is a list of our weekly webinar schedule.  Each webinar will be hosted at 4pm ET.  The

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PFP 3.0 Release – version 3.0.4 – 05.05.15

We have just released PreciseFP v3.0.4.  This version has the much-anticipated MoneyGuidePro integration enabled, as well as a number of fixes Issue Type Key Summary Priority Fix Version/s Bug PFPDEV-627 User experiencing issue with text field and textbox through form editor. Major 3.0.4 Bug PFPDEV-261 Insufficient data on Form Submissions Report Major 3.0.4 Bug PFPDEV-594

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Publishing a PreciseFP Form On-Line – 4.27.15

This article will outline how to publish your on-line form onto your website. PreciseFP 3.0 has improved web-based prospect forms by providing special javascript code that is inserted, in the form of a button, onto your website. This special button will open your PreciseFP form either as an overlay popup or within a new tab.

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How to use Redtail – PreciseFP Integration – 3.25.15

We want to thank all of you for your patience while our team worked long and hard on rolling out the Redtail integration.  The much anticipated launch of the Redtail integration occurred earlier this week and is now available and ready for use. This integration can be turned on by going into Settings > Integrations

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PFP 3.0 Release – version 3.0.3 – 03.24.15

We have just released PreciseFP v.3.0.3.  This version has a great number of bug fixes – 38 to be exact!  This version also includes REDTAIL Integration so now you are able to export to Redtail from PreciseFP 3.o. Issue Type Key Summary Priority Fix Version/s Bug PFPDEV-644 I have information in the Activity about foreign clients

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How to Customize your PreciseFP Forms

The biggest development with PreciseFP 3.0 is the ability to customize forms from the ground up.  When we provide demonstrations, the biggest question is how to do this: To see the groups/modules that we currently have loaded into PreciseFP 3.0  you can go to Settings > Data Set.  Each one of these groups can be

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PreciseFP 3.0 – Positive Feedback – 03.03.15

With our launch of PreciseFP 3.0 almost a month ago we’ve had a lot of positive feedback.  We want to thank everyone who has sent in suggestions and reported any bugs.  This really helps us to make PreciseFP even better. With that being said we want to welcome you to our blog!  We are going

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PFP 3.0 Release – version 3.0.2 – 03.03.15

We have just released PreciseFP v.3.0.2.  This version has a great number of bug fixes – 74 to be exact! We have been very busy addressing issues in our newly-released 3.0 version and it seems that we are nearly done! Only 52 minor bugs left on the list, after which, we will move on to

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