Liaison EMP
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Create a specific email template for email attachments
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...
Created 19 Jul 20:11 by Mary Wesolek
General
0
Community Discussion
4
Vote
Show percentages in funnel charts
Funnel charts currently only show counts. We would like to see percentages as well.
Created 31 Jan 15:29 by Guest
Reporting
0
Community Discussion
4
Vote
CSV upload capability for assets
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.
Created 31 Jan 14:58 by Guest
General
0
Community Discussion
4
Vote
Add a Cc line for emails sent within EMP to keep other EMP users looped-in to a conversation
No description provided
Created 31 Jan 14:08 by Elaine Connery
CRM
0
Community Discussion
4
Vote
Snapshot funnel charts
We want to be able to snapshot funnel charts, so we can save historical data.
Created 29 Jan 15:38 by Guest
Reporting
0
Community Discussion
4
Vote
Pull Rep bio as a variable
We would like to be able to use a Rep's bio as a variable.
Created 29 Jan 15:27 by Guest
General
0
Community Discussion
4
Vote
Cap the number of emails sent to a student
We would like to cap on the number of emails that can be sent in one day/week/etc. to a student.
Created 29 Jan 15:21 by Guest
Campaigns / CRM
0
Community Discussion
4
Vote
Generate reports twice a week
We can currently only generate reports daily or weekly. We would like the ability to generate reports twice a week.
Created 26 Jan 19:19 by Guest
Reporting
1
Community Discussion
4
Vote
Add Label Text to core system Fields
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'.
Created 26 Jan 19:11 by Guest
Forms / General
0
Community Discussion
4
Vote
Dashboard of all clients
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,
Created 26 Jan 18:58 by Guest
General
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