Liaison EMP
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Right-click option to create Group looking for similar criteria
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.
Created 22 Aug 15:19 by Guest
CRM / Groups
0
Community Discussion
3
Vote
Additional options for checklist items to be checked
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...
Created 22 Aug 15:19 by Guest
CRM / Import/Export / PURLs
0
Community Discussion
3
Vote
Field Rules on Rep/Student Record Side of System
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 ...
Created 22 Aug 15:19 by Guest
Forms
0
Community Discussion
3
Vote
Require notes on touch-points
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.)
Created 22 Aug 15:19 by Guest
CRM
0
Community Discussion
3
Vote
Reject/undo a form submission?
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.
Created 22 Aug 15:19 by Guest
Forms
0
Community Discussion
3
Vote
Ability to have emails sent from assigned rep in nurture campaigns
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...
Created 22 Aug 15:19 by Guest
Campaigns
1
Community Discussion
3
Vote
Option to "turn off" emails without opting out
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...
Created 22 Aug 15:19 by Guest
CRM
0
Community Discussion
3
Vote
Manual entry - missing info override
When doing manual entry of a student, we do not always have every piece of information. We rarely have athletic interest info (and are hesitant to put info in in case later we get info that would not overwrite it). And often phone and/or email are...
Created 22 Aug 15:19 by Guest
General
1
Community Discussion
3
Vote
removing form "Success message" on subsequent PURL visits
I totally understand the value of having a form present a success message to acknowledge the form's submission. However, when a student is coming back to their PURL multiple times and continues to see the green success box it looks kind of silly, ...
Created 22 Aug 15:19 by Guest
Forms
0
Community Discussion
3
Vote
Custom Form Submission Redirect
I would like to request a feature upgrade for custom forms to be able to redirect students to a particular PURL page upon submission. Currently, SEM forms allow you to choose a follow-up page, but this feature is not available on custom forms.
Created 22 Aug 15:19 by Jennifer Raab
Forms
0
Community Discussion
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