Liaison EMP

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...

Once a student receives either a personal or blast email/text, they can opt out. However, as we set to-dos for the future to follow up, I've found that they have already opted out of email or text by the time that I follow up with the student. I f...

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.

There are certain sources that we would want to rate higher than others, as it would help us prioritize which leads to follow up with first.

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...