Liaison EMP

Submitting a feature request for the ability to set a start date for the student activity dashboard. Similar to the way you can set a start date for the goal tracking, it's important to be able to set the start date of the student activity dashboa...

Goals are currently run and updated once per day at midnight. It would be great if those updates happened in real-time.

Request to have the ability to toggle to show or hide consecutive / similar activity on a student interaction timeline. Example: if a student has been imported more than 1 time with the same source - or if a student has opened an email

If a print piece is sent directly from a student record page, we don't currently have a way of finding this out without already knowing who the specific student is. It would be useful to be able to either build a group off of this (print pieces se...

I really like the Year Over Year feature. Is there any way we could have the ability to select the term and/or student type to filter students down? It would be a simple way to take a peak at our funnel.

When adding a new student record is there any way that the admin can be notified if there is a duplicate record for that student?

I would be interested in either the "group builder" or the "export data" area to be able to identify records that are/are not sitting in "potential student duplicates." Either filtering a group by the potential duplicates or flagging potential dup...

We'd like to have an option to have a goal that is tied to a percentage of contacts made to a particular group. Example: As a goal, we want our counselors to have a conversation about being accepted to 85% of their admitted students. Current...

When hiding Sources on Lists, offer the option to only hide on the "Add Student" tab, but still allow use in the group builder, etc. for reviewing historical data.