Liaison EMP

It would be helpful if we could choose more than one interaction type for each triggered ToDo

Since the rep assigner screen is very long due to the functionality, it would be nice to have a button to export a quick snapshot of the criteria. Ideally this would be easily shareable and printable.

A checkbox on each tier of a nurture campaign (this could also apply to blast campaigns, but seems less necessary) that would limit a student to receiving only the first item in the tier that they qualify for. Then if there are changes that qualif...

I suggest we change the wording from I'd like to receive text and voice messages to this number and I have read the opt-in policy to the opposite. Why not just provide the prospect with an opt out option?

Hello! Is it possible for the communications section to include/display any of the automated emails or texts that have been sent out through nurture or blast campaigns? For example, if you look at his timeline list view, you can see he received so...

Funnel charts only see a student as being in the current Entry Year, and do not take into the account any previous Entry Years that the student may have been in.

I would like to be able to build groups that show the number of students who completed an interaction within a date range. It would seem like using a combination of the existing filter criteria, this would be doable, but I cannot build a group tha...

If a student replies to a text or email, it would be wonderful if they could receive points, and the action/point value show in the time-line list view.

Stage-based checklists Using checklists on the Home PURL tab as a means of prompting students to complete their current stage is wonderful - but when used on other tabs that are not natively relying on Stage as a filter this gets more complicated...

When a viewbook template is changed, all content disappears from the tab. It would be great if any compatible content could remain intact. Some should be simple, like Social Media links, and any Static Text/Link/Photo widgets.