Liaison EMP

I find that most of the manually created to-dos I schedule are for the assigned rep, but when the to-do screen pops up it is set to my name (and since the order is based on how long a user has been in the system it often takes me a while to find t...

Would love to be able to copy a field in the system settings. This would save a lot of time and remove margin for error in replicating fields with long lists, etc.

When a user creates a to-do for me, it would be great if the email notification included that information so that I could response via email without having to access the record in EMP (great if there is clarification needed).

We have students who are active in our traditional undergraduate program but then drop and want to attend the adult undergraduate program and I create their record in the other instance but they are no longer opted-in.

Since touch-points cannot be edited once saved, if a user makes a mistake they are forced to delete it and create it again. This clutters up the user's audit logs and makes it challenging to track their activity.

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 ...

In a recent export of invalid emails, I noticed some codes that indicate the email address is not actually invalid, but is designated as an issue with the recipient's email service, etc. Like error code 452, which indicates too many emails receive...

Pretty self explanatory, but if I had a group of students who all had a certain touch-point that I wanted to remove, I would like to have the option in the Group Action setup.

We have a student who applied to the wrong program, and I have created a new record in the right instance and am curious if you can copy all touch-points over to the new record in the other instance.

Requesting a User setting to forward email responses to another user.