Liaison EMP

Please add headers under the Information tabs within a student record (perhaps within the "Field Categories"). Headers would allow us to group certain information within a tab (for instance, a section for all received Recommendation Forms on a doc...

In forms, we can set a default value. It would be awesome if we could choose another field in the system to use as the default value. This is particularly useful for things like Preferred Name.

A request to allow variable data in various places, such as in to-dos and notes. This would be especially helpful for triggered todos based on form submissions.

Make right-click on field name or data give option to create group looking for similar criteria as current student record. This would allow for very simple group creation based on any field in the system.

Would it be possible to add the option to use multiple interactions (like a specific touch-point OR a form submission; either/or of two touch-points) or if a student enters a group that it would check off an item on their checklist? We're pretty l...

Currently EMP offers Field Rules which allow the administrator to restrict the fields students can select from when completing forms, etc. The ability to set separate Field Rules for staff based on user permissions would be a very helpful tool in ...

Feature request to add a checkbox in the touch-point create/edit box that allows a power user to require notes for certain touch-points (like phone calls, etc.)

I do not want to have the form(s) set to allow multiple submissions, as this should be rare, but in the event that we need to ask a student to submit it again, I'd like to make that possible.

I realize that I could create 4 parallel campaigns that each have separate email settings, but that creates a big need to edit 4x any items in the campaign (and I can't even imagine for bigger schools). It would be great if the from and reply-to s...

Can we add an option for the rep to "turn off" emails for a students individually without "opting out". Once they are opted out, we cannot re-add that email address. There are several times where a student may loose interest for a short time or co...