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...

If we have a deleted record and for some reason new data from our nightly load comes in, it seems as though the new data updates can be appended to a deleted record--even if there is another record that exists for that same person. If that is the ...

While I am hopeful that my IT department will one day get a transport up and running, I actually think a better option/solution would be to allow manual imports to be copied. Clicking the copy button would open up a new import screen to select the...

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...

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.

I am wondering if there is a way to add a filter to the duplicate section in EMP. I have had a couple of clients asking if there was a way to filter duplicates by stage. I think just a filter button like we have on the students page in EMP where y...

It would be beneficial to view all form submissions (inquiry forms, application forms, custom forms, SEM forms) within the content tab of EMP rather than needing to create a group or export to view any or all form submissions. My idea is for each ...

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...

It would be great if we could un register students from an event on the backend. If you delete the registration then we can't track that the student was ever registered for the event.

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.