Liaison EMP

Filter a student's timeline by types of touchpoints or by who added the touchpoint

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 history of their interaction if they wanted to without having to wade through all the other touchpoints.

  • Elaine Connery
  • Dec 29 2020
  • Community Discussion
CRM
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