Liaison EMP

We'd like to build groups based on checklist items. Having this feature would make grouping certain students much easier. Thank you.

It would be great if we could create groups that exclude people who have a to do completed.

Is there a way you can add a filter/sort option for the Date a student became a particular stage? For example, I am trying to sort through a list of names by the day they became a inquiry. I understand we can "search" using that but in "Groups"...

I would like system administrators to be able to unlock groups which have been locked by other users in the system. Currently, locked groups can only be unlocked by the individual who initially locked the group.

Make right-click on field name or data give option to create group looking for similar criteria as current student record. This would allow for very simple group creation based on any field in the system.

When selecting the user when setting up a to-do for a group, it would be great to be able to have an option to say "Split evenly between users" and then use multiple select for multiple users. Practical example: Group of students who visited last ...

When cloning a group, it reverts that group to the user's default group column list. It's my assumption that most other users would benefit from those settings being copied over with the copy group action. Thanks for considering.

I would love the option to click to add another field value update when performing a group action. Thanks.

It would be helpful to have a search option within the groups. After you've built the group, you have the filter options but it would be great if there was a way to search for a students first or last name.

As our groups grow increasingly complex, it would be very helpful to allow events or campaigns to be tied to multiple groups. Currently we have to create groups to include multiple populations, but that is becoming more difficult with limits on nu...