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.

It would be great if we could filter the Students section in EMP by assets. It looks like assets is the only filters that are not in the filter dropdown in this section.

When we select students in EMP, the word "Student" appears afterward with the stage and entry year. It goes without saying that these are all students, so instead, would it be possible for the student type to appear after their names? For example,...

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.

When a campaign is set to be deployed at a certain time (and has been turned on), there is no way presently to ensure that the action actually was completed without having to log back into the campaign. As with imports and being able to see if the...

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...