Liaison EMP

Organize templates in folders to make it easier to find the right template.

Once a student receives either a personal or blast email/text, they can opt out. However, as we set to-dos for the future to follow up, I've found that they have already opted out of email or text by the time that I follow up with the student. I f...

When an import is finished, "The following stats were taken at the time the import was processed." Could these be previewed prior to actual updates. If any of the numbers appear to be wrong/concerning changes to the import can be made BEFORE massi...

Instead of having to create a new Group with all of the students I want from multiple Groups, I would like to be able to select multiple Group for a campaign.

We would like to be able to filter the Student Statistics page by Entry Year and Campaign.

Is there a way to create label 'options" that are specifically for and only visible for the labeling of notes and labels that are specifically for and visible for scheduled To Do's only? In testing out when I create labels - labels that we'd use f...

For example, I set up a field as text but months later I realize that I’d rather have it as a single select field to match values and display the values, but I can’t change the field type.

I'd appreciate clarification on search results. For example, I can search for ID #276015 and get 4 results. I'd be interested to know what fields are pulling the other 3 results, and whether we can limit that. The issue we're seeing is that a user...

Add an option to provide pre-opted in checkboxes on forms

We would like to make edits to the "text message opt in policy" text.