Liaison EMP

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?

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.

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...

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.

Managing sources would be easier if there was a folder system in place to let you add multiple layers with single select options. For example: Primary source: Grad Fair Secondary Source:UC DavisJHSPHHarvard Tertiary Source:2018201920202021 John Sm...

We are adding faculty into EMP to communicate with prospect students. We do not currently have a way for the email template to add the faculty member's academic title(Dr.) in their email address. If we want to have students learn to address facult...