Liaison EMP

Can we add an option for the rep to "turn off" emails for a students individually without "opting out". Once they are opted out, we cannot re-add that email address. There are several times where a student may loose interest for a short time or co...

Is it possible to create a notification when a checklist item is completed? Either by the student or EMP user.

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 ...

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.

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...

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.

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 ...

I'd love to grant access for my enrollment counselors to see that a student has a SSN on file, but not to have the whole value visible. Coding in something like ###-##-2345 so they could see that there is a value in the field would be great. (For ...

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...

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...