Liaison EMP

It would be incredible if you could filter a student’s timeline by types of touchpoints and/or by who added the touchpoint. For example, a coach or Rep could go to a student and filter touchpoints down to the ones he/she created to easily see a hi...

There are certain sources that we would want to rate higher than others, as it would help us prioritize which leads to follow up with first.

It would be great to be able to add a paragraph above the listings of events and visit dates. Also would love to show ongoing visit events separately from open house or registration events.

When a new field option comes through on the nightly feed that has not been created. EMP will automatically create and map the new field option.

Custom Portraits can be of many different types, from portraits of the family to portraits of your dog. While it can be very fun to take pictures of friends and family members with the same color palette, you can make a lot more of a custom portra...

Can we add the ability to have sub/menus on the PURL navigation. Example: You have a PURL page for scholarships and then would like to list each scholarship to be listed under the scholarships tab on the PURL. Right now there is no way to do that.

If working with multiple checklists, it would be helpful to have the name of the checklist display when making changes to checklist items

we can use group actions to do many things, but we cannot use a group action to check off a checklist item. I would like this to be available.

When looking at the list view of duplicates it would be helpful to see the entry year in addition to the fields below to help prioritize records.First NameLast NameEmailStageAssigned RepRating