Liaison EMP

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.

We want to be able to snapshot funnel charts, so we can save historical data.

We would like to be able to use a Rep's bio as a variable.

We would like to cap on the number of emails that can be sent in one day/week/etc. to a student.

We can currently only generate reports daily or weekly. We would like the ability to generate reports twice a week.

We would like the ability to change the label text for core system EMP fields. For example, we want to have 'First name' and 'Last Name' to display as 'Legal First Name' and 'Legal Last Name'.

For us users who manage more than one client, we would love a Dashboard for all clients. Client name, scheduled emails for the day/week/time. It would also be good to have email stats, but schedule is more necessary,

For us users who manage more than one client, we would like to have the client Logo/Name at the top of the Dashboard. This way we know what client we are logged in as.

Along with the Goals Dashboard, I would like my end users to be able to view their own User Statistics. It would be ideal if they could not see everyone's stats. Personal statistics however are a valuable learning tool for individual users.