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 th...

Currently, we have to check 4 different places to deal with permission groups. If we have a lot of touchpoints, we need to go into each one individually to add the new permission group. Tedious! Give the option to check off everything when a new p...

It would be really helpful if we could export the user statistic page as either a pdf or spreadsheet to share and store this data else where.

I have noticed that when we comment on a to-do, we don't get a notification flag or email, and there doesn't appear to be a way to change your notification preference for to-do comments. It would be nice if a comment left on a to-do would generate...

It would be helpful if the funnel numbers on the dashboard could be filtered by entry term in addition to entry year.

Right now when using the attachments feature while sending emails, the attachments go to the bottom corner of the email and it is hard to draw attention to them. We need a template design that puts the attachment at the top of an email like it doe...

It would be great if we could re-arrange the field rules listed within the same set to make it easier to understand what is there and what is missing

Could the report title be a part if the notification email from EMP? If you are running more than one report, you have to click into the report to see what it is.

Funnel charts currently only show counts. We would like to see percentages as well.

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.