Liaison EMP

A thought for future consideration, but it would be cleaner and easier to use the timeline filtering if, as is our situation, the buttons for social network and events were hidden since they are not part of our contract.

When creating groups using interactions before or after certain dates, it would be nice to be able to use fields in the system that are setup as date fields, as well as other significant dates in the system like stage change dates. Relevant exampl...

When adding addresses to EMP, have the address information standardized. For example, all "Street" should be shortened to St, Avenue to Ave, etc. As part of this, also correctly capitalize.

Sometimes you can't make one group due to group builder limitations. Our account rep helped me implement a workaround where we assigned a touch point to both groups so we could make a single group to email, but what a PIA. Imagine if you could jus...

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.

When an email is sent to a group, we are able to track and view whether or not the email has been opened. It would be great to have the ability to easily separate out the group of people that did not open the initial email and send the email again...

Sometimes To Do's have comments on them, and you won't know it unless you click into the To Do. It would be great if the comments under a To Do automatically showed with the To Do prior to clicking into it, or at least had some sort of indicator o...

I think it would be beneficial for someone like myself, an admissions processor to be able to add more than one touchpoint to a students profile at once. We use touchpoints for some things like receving a transcript/resume/essay/etc. If I receive ...

Hello, I would like to request the ability to filter what I am seeing in the timeline list view. The information that the student transports in daily clutters up the folder, particularly if you have multiple transport times within a 24 hour period...

Goals are currently run and updated once per day at midnight. It would be great if those updates happened in real-time.