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Liaison

Release 10 – November 4, 2025

New Features and Enhancements

CSU Transfer Planner Campus (i.e., University and Community College) Portals are built upon the Liaison Outcomes product, and so where you see "Outcomes" listed below, it applies to CSU Transfer Planner as well.

New Email Activity Viewing Permissions

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

In Outcomes, you can review email activity by going to the Activity section of the Navigation Menu and clicking the Emails tab. This log includes a record of all emails sent from the Applications Grid, Contacts Grid, or from individual application or contact records. With this enhancement, two new permissions have been added to manage which roles can see the email history:

  • See Contact Email Activity
  • See Application Email Activity

If these permissions are enabled for a role, all users in that role can see emails sent to contacts or applicants, respectively. Where applicable, you can also click on the emails from the Activity page to review their related summary, recipients, and engagement information.

 

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