Liaison EMP
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Allow Assets to be locked
Currently, we have our WebAdMIT import set to "always update" program of interest. But when students have multiple designations, the program of interest (an asset) continues to overwrite. Since we cannot note a program as the "primary" program in ...
Created 13 Aug 14:24 by Kristin McAuliffe
CRM
0
Community Discussion
2
Vote
Archive process for assets
It's great that we can unpublish assets, but it would be even more helpful to be able to archive them (like Entry Year) so they are no longer available in dropdowns. This would help avoid a lot of confusion for users.
Created 16 May 21:16 by Guest
CRM
0
Community Discussion
2
Vote
Replace country codes with the full name of the country
I'd like to prevent the country code from showing up as a merge item in the emails. I look at the export settings and it appears to be set up to merge to the name. But when I try it in an email - it's coming out with the code (see attached). It sa...
Created 18 Oct 16:05 by Guest
Campaigns / CRM / Import/Export
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Community Discussion
2
Vote
add "Other" with textbox as possible option for certain field types
For fields of type Single Select, Radio Button, Checklist, and Multiple Select an option to include "Other" that provides a textbox for response would be very useful.
Created 14 Mar 04:50 by Guest
CRM
0
Community Discussion
2
Vote
Select which Users show on the dashboard
It would be helpful if we could select which users show up as options for the recent interactions on the dashboard. A lot of clients have more than just counselors in the system, and there wouldn't be a need to toggle to the non-counselors to see ...
Created 02 Feb 13:48 by Guest
CRM
0
Community Discussion
2
Vote
Keep the email template for the entire email chain (personal emails)
When a rep responds to a student's reply in an email chain, the rep has to select the template again, as the reply email is considered a separate email. It would be more convenient to have the same template automatically chosen as the default in a...
Created 30 Nov 20:32 by Simon Zhang
CRM
0
Community Discussion
2
Vote
Stage-based triggered to-dos need an auto complete/delete option if they advance to the next stage before the to-do is completed.
Triggered to-dos are great. But when the system is creating so many for the applicant stage change, sometimes a student gets accepted before the applicant triggered to-do is done. It would make sense that an applicant to-do would disappear when th...
Created 17 Nov 18:22 by Guest
CRM
0
Community Discussion
2
Vote
Filters for touch-points based on permission groups assigned
In EMP Settings, for users who have access to edit/manage touch-points, a filter option that allows you to select a permission group to see which touch-points they have access to. This would save a tremendous amount of time in auditing the lis...
Created 26 Oct 20:13 by Guest
CRM / Groups
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Community Discussion
2
Vote
Allow auto responders to be entry year and/or stage specific
Having only one application auto-responder means we can't send specific information to applicants upon submission. Since nurture campaigns aren't immediate, this is the only route for an automatic notification, but we can't send the same informati...
Created 26 Oct 18:29 by Guest
CRM
0
Community Discussion
2
Vote
Additional Phone Numbers for Texting
I am curious if the account is limited to the one number or if more numbers can be issued and assigned to certain users. Can we have additional numbers to assign to certain reps?
Created 28 Aug 15:18 by Deleted User
CRM
0
Community Discussion
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