Expand Email interface/targeting in SLM
Current Limitation
As I understand it, SLM users can send a batch email by filtering students within Open Requests. While helpful, it only exposes a limited set of fields. Meaningful segmentation often requires additional reportable fields, custom responses, or workflow-driven data points that are not available in the Open Requests filter. As a result, users frequently must export, manually filter outside the system, and email students separately.
Proposed Enhancement: Criteria-Based Emailing Using Full Reportable Fields
Introduce the ability to send an email directly within SLM using any reportable field, not just the limited filter options in Open Requests.
Core Concept
Allow users to build recipient lists using the same flexible criteria used in reporting.
Example: The user drafts a new email and selects criteria using any reportable field (e.g., Process = “5”, Follow Up Answer = “X”, Status = Active, Last Touch Date < 7 days). The system then displays the matching student list, and the user sends the email.
Additional Enhancement: High Importance Email Flag
Allow users to mark an email as High Importance, like standard email clients.
Jasmine Lunares
shared this idea