Liaison EMP

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Would love to have the ability to toggle and hide goals that are no longer active.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...

Can the "Add Student" form be editible for admins? There are times that all of the fields are not necessary and there is no way to rearrange the fields, add a new field or remove fields. Can this be updated to be more user friendly?

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