Liaison EMP
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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
0
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
1
Vote
Adding "Hidden" Reps to have additional staff receive notifications on specific students.
If you were able to assign more than one rep to a student you would be able to have specfic staff receive notifications on a select number of studetns while matinaiin their assigned "Admissions Rep". This could be used by coaches or faculty to hel...
Created 12 Feb 16:03 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
0
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
2
Vote
Remove word limit on Touchpoints
Definitely needs to be a way to type more when recording details on touchpoints. The notes feature is great-- there's no character limit. But with touchpoints, we only get a few lines. If I'm recording a touchpoint that consists of a phone call or...
Created 22 Aug 15:19 by Guest
CRM
0
Community Discussion
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