Liaison EMP

Sometimes a user saved a touch-point before they should have, or chooses the wrong t-p because of a mouse scroll or something. I'd like the option to click an edit link (this would only be possible by the person who created it or maybe would come ...

Goals are currently run and updated once per day at midnight. It would be great if those updates happened in real-time.

Ideally we need the rep assignment feature to allow us to work off of certain fields that are not listed on the pre-determined list in Spectrum. At this point we have 2 examples of where this customization would be ideal for us. 1. Allow field No...

We would love an internal chat feature in EMP that shows which users are online within our organization. Bonus round: Direct messagingDouble Bonus: EMP chat to Liaison employees

Request to have the ability to toggle to show or hide consecutive / similar activity on a student interaction timeline. Example: if a student has been imported more than 1 time with the same source - or if a student has opened an email

Checklists show up in alphabetical order, and all checklists show on all student records. It gets confusing when we have, say, a freshman record but the transfer application checklist shows up. It would be great if they could have groups assigned ...

If a print piece is sent directly from a student record page, we don't currently have a way of finding this out without already knowing who the specific student is. It would be useful to be able to either build a group off of this (print pieces se...

Is there a way you can add a filter/sort option for the Date a student became a particular stage? For example, I am trying to sort through a list of names by the day they became a inquiry. I understand we can "search" using that but in "Groups"...

Another field that I do not find available for export: Stage Changes. I would like to be able to pull a list of students and see when each student changed to their various stages.

If each user can set the checklist they want to have priority. I believe now it's alphabetical. If each user could customize which checklist is the default or first showing, this could enhance speed and productive with less click to access the mos...