Liaison EMP

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...

Hello! As we gear up for the next recruitment cycle we are going to be building lots of groups. I thought it would be a good idea to have the ability to apply labels to the groups as they are being built. This would eliminate the need to go back t...

The new Group Action functionality is great! However, I created some groups for the explicit purpose of doing a one-time group action (to fix an error). I did the group action, and now I can't delete the group because there is an archived group ac...

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.