Liaison EMP
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Goals based on percentage of particular groups
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. Cur...
Created 21 Aug 20:43 by Guest
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Include students from previous Entry Years in Funnel Charts
Funnel charts only see a student as being in the current Entry Year, and do not take into the account any previous Entry Years that the student may have been in.
Created 28 Jun 16:43 by Guest
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Hidden Sources
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.
Created 15 Jun 20:37 by Guest
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Default Original Source to Oldest Source in Merge
When using the deduplication, can the system default to use the oldest source (between the records) as the Original Source? And/or can the date of submission for the original source display in the dedupe screen with an option to select the Origina...
Created 15 Jun 20:01 by Guest
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To-do for manually rep changes
It would be great if there was a to-do or a report that could be built for when a rep manually changes a students' stage, entry term, or major.
Created 21 May 19:40 by Jennifer Critchley
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Bulk download PDFs for applications and forms
I would like the ability to bulk download PDFs for applications and forms.
Created 02 Apr 15:21 by Deleted User
Forms / Reporting
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Show percentages in funnel charts
Funnel charts currently only show counts. We would like to see percentages as well.
Created 31 Jan 15:29 by Guest
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Email performance by domain
We would like to see the performance of emails by domain.
Created 31 Jan 15:07 by Guest
CRM / Reporting
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4
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Snapshot funnel charts
We want to be able to snapshot funnel charts, so we can save historical data.
Created 29 Jan 15:38 by Guest
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Generate reports twice a week
We can currently only generate reports daily or weekly. We would like the ability to generate reports twice a week.
Created 26 Jan 19:19 by Guest
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