Liaison EMP
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Ability to Print Funnel Charts
Would like the ability to print the funnel charts. Currently can only do a print screen and not all the of the columns and rows can be seen on the print out
Created 6 Jan 07:42pm by Kevin Gilliam
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Pull list of "Potential Student Duplicates"
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...
Created 5 Aug 08:31pm by Guest
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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. Current...
Created 21 Aug 08:43pm 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 08:37pm 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 08:01pm 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 07:40pm by Jennifer Critchley
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Add Groups to "Point In Time" Funnel Charts
I would like the functionality to compare year-to-year for only Athletes, etc. Thanks.
Created 20 Nov 06:14pm by Guest
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Ability to remove historical data, such as Stage, from a student's record.
I imported a group without a stage and didn't notice it defaulted to "Enrolled." We changed all the stages for those students back, but now we're having funnel issues. Basically, it's showing all those students as "enrolled at one point." Can we r...
Created 26 Oct 07:17pm by Guest
General / Groups / Reporting
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Download report with funnel chart
I've created a report that contains just 1 funnel chart. Although the funnel chart can run by itself, the report does not display anything.
Created 26 Oct 07:08pm by Guest
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Display 'Assigned Representative' in Funnel Charts
I'd like to request the "Assigned Representative" be added as an available field for funnel chart builds.
Created 11 Sep 05:16pm by Guest
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