Liaison EMP

Staff to have the option to reply to text conversations.

I would like to add an identifier in Exports to determine if a record is in active or inactive status. Since groups can include both active & inactive records, it would help to identify which records are active within the export.

Would love to have the ability to toggle and hide goals that are no longer active. I know we can sort by Due Date, but then that lists everything from all-time. I also don't want to just delete all old goals. So functionality to sort active/inacti...

I'd like to prevent the country code from showing up as a merge item in the emails. I look at the export settings and it appears to be set up to merge to the name. But when I try it in an email - it's coming out with the code (see attached). It sa...

If a student has opted-out from emails in the past, but submits a new Inquiry/SEM/Application form, I think their email address should be automatically opted-in again.

We pay a third party to do this now. It would be beneficial if conversations could be recorded within the student's record on EMP.

It would be helpful to have a search option within the groups. After you've built the group, you have the filter options but it would be great if there was a way to search for a students first or last name.

We would like to see a field included in EMP that allows students (or others) to digitally sign a document, with a stylus, finger, or even a mouse. This would give the feel of the document being a little more official and I feel as though would ca...

We'd like to have an option to have a goal that is tied to a percentage of contacts made to a particular group. Example: As a goal, we want our counselors to have a conversation about being accepted to 85% of their admitted students. Current...

Would help reps understand if a recruit did something that significantly impacted the touch point score