Liaison EMP
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Add Save button to top of Assets page
Currently, the SAVE function is at the bottom of the page for assets, which requires a lot of scrolling to get to at times. Can we add an additional Save button toward the top of the page?
Created 22 Aug 15:19 by Louise Howe
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Create a specific email template for email attachments
Right now when using the attachments feature while sending emails, the attachments go to the bottom corner of the email and it is hard to draw attention to them. We need a template design that puts the attachment at the top of an email like it doe...
Created 19 Jul 20:11 by Mary Wesolek
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Have duplicate occur when using the Add a Student feature.
When our employees use the Add a Student feature, have the duplicate checking process performed as if the inquiry/applicant were entering their same email address.
Created 26 Oct 16:41 by Guest
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Set Field Rules to Populate Default Value from Another Field
We would like to see the option to create rules or tables to pre-populate certain fields in the system when associated fields are completed. For instance, our reps are assigned automatically in the system based on the logic rules established in t...
Created 27 Jun 19:59 by Guest
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Adding Filter to Duplicate Section in EMP
I am wondering if there is a way to add a filter to the duplicate section in EMP. I have had a couple of clients asking if there was a way to filter duplicates by stage. I think just a filter button like we have on the students page in EMP where y...
Created 08 Apr 20:10 by Guest
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Allow Users to See Their Individual Statistics
Along with the Goals Dashboard, I would like my end users to be able to view their own User Statistics. It would be ideal if they could not see everyone's stats. Personal statistics however are a valuable learning tool for individual users.
Created 02 Oct 16:48 by Tyler Hilbert
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CSV upload capability for assets
We would like to be able to upload a csv file to fill in assets content, so we do not have to manually key in the list of majors.
Created 31 Jan 14:58 by Guest
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Pull Rep bio as a variable
We would like to be able to use a Rep's bio as a variable.
Created 29 Jan 15:27 by Guest
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Add Label Text to core system Fields
We would like the ability to change the label text for core system EMP fields. For example, we want to have 'First name' and 'Last Name' to display as 'Legal First Name' and 'Legal Last Name'.
Created 26 Jan 19:11 by Guest
Forms / General
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Dashboard of all clients
For us users who manage more than one client, we would love a Dashboard for all clients. Client name, scheduled emails for the day/week/time. It would also be good to have email stats, but schedule is more necessary,
Created 26 Jan 18:58 by Guest
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