Liaison EMP

is there a way to change the date format when choosing the "registration date" merge tag option in emails? For example, Can we change the format of 12/11/2024 to Dec. 11, 2024

It would be helpful to be able to pin important touchpoints at the top of a student's timeline.

It would be great if clients could opt students back in for email communications on their end instead of having to send the request to their CSM.

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.

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 th...

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.

We would like to be able to use a Rep's bio as a variable.

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'.

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,

For us users who manage more than one client, we would like to have the client Logo/Name at the top of the Dashboard. This way we know what client we are logged in as.