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Vote
allow one import for multiple instances if using College ID or Spectrum ID as unique identifier
We receive FAFSAs for our multiple programs in one file and would love to import them all into EMP but some are students in different instances. Since we have College ID in the file, it would be nice to be able to import them all at once and let t...
Created 30 Mar 19:39 by Guest
Import/Export
Community Discussion
2
Vote
Export Recurring Options - Add Monthly
When building a group, there is the option to filter by interactions by Timeframe = Since months ago, and it would be helpful in developing long term reporting to allow up to create exports using the same recurrence.
Created 28 Mar 15:14 by Guest
Import/Export
Community Discussion
2
Vote
ACT field type
We use trying to import or data into EMP, but we use ACT codes instead of CEEB codes. We would like a field type similar to the CEEB code fields, but for ACT data.
Created 14 Mar 15:27 by Guest
Import/Export
2
Vote
email track stats organized by tier order rather than date an email was created
When viewing email track stats, the emails are listed in the order that they were created. If emails are created out of sequential order, this means the reporting will be in an order that is not helpful. It would be better to have emails in the or...
Created 14 Mar 15:06 by Guest
Campaigns
2
Vote
add "Other" with textbox as possible option for certain field types
For fields of type Single Select, Radio Button, Checklist, and Multiple Select an option to include "Other" that provides a textbox for response would be very useful.
Created 14 Mar 04:50 by Guest
CRM
Community Discussion
2
Vote
Form Access Permissions with Form Setup
I happen to always forget to assign the proper Form Access permissions in Account Settings. I'm wondering if it could become part of the Form Setup process. Form Access could be a link under Form Settings.
Created 01 Mar 20:21 by Guest
Forms
Community Discussion
2
Vote
More obvious active/inactive toggle on group builders
It would be helpful if the active vs. inactive toggle on the group builder was more clear.
Created 12 Feb 17:47 by Guest
Groups
Community Discussion
2
Vote
Select which Users show on the dashboard
It would be helpful if we could select which users show up as options for the recent interactions on the dashboard. A lot of clients have more than just counselors in the system, and there wouldn't be a need to toggle to the non-counselors to see ...
Created 02 Feb 13:48 by Guest
CRM
Community Discussion
2
Vote
Add masked SSN field option based on permission group
I'd love to grant access for my enrollment counselors to see that a student has a SSN on file, but not to have the whole value visible. Coding in something like ###-##-2345 so they could see that there is a value in the field would be great. (For ...
Created 01 Feb 16:34 by Guest
CRM
Community Discussion
2
Vote
disable weekends on daily exports
Would love to have the "export daily" selection to allow for only exporting on M-F.
Created 29 Jan 20:43 by Guest
Import/Export
Community Discussion
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