Liaison EMP

Pretty self explanatory, but if I had a group of students who all had a certain touch-point that I wanted to remove, I would like to have the option in the Group Action setup.

We have a student who applied to the wrong program, and I have created a new record in the right instance and am curious if you can copy all touch-points over to the new record in the other instance.

I'd like the option to change my mind about importing a field once I see the options - for various reasons like not seeing the expected data, etc.

I would like to be able to filter Goals by "Created by" in addition to assigned to.

As I am in both of our instances daily, I frequently find that refreshing or visiting the Groups page in one results in it showing results of a search from the other instance. This causes confusion. If they could be treated independently, that wou...

Is there a way to have a link that takes me directly into our second instance rather than logging in to the first instance and using the Switch Accounts button?

It would be nice if notifications from an additional instance had a colored dot or something to be more obvious that they will require switching accounts to view.

There are times when I'd like to filter to specific reps or ignore certain reps, but there is no straightforward way to create a group to choose only some reps. Utilizing the same functionality that the Sources filter has would solve this.

Requesting a User setting to forward email responses to another user.

After locking a group, the same user cannot unlock it. Only the creator can unlock a Group. If a user locks a Group, can you allow that same user permission to unlock it?