Administration

Finances
When you assign attributes to a student, edu-crm can automatically debit the students account, based on the amount, which is saved in the attributes catalogue. Each financial change is tracked carefully and the person changing the statuses will appear in the history. Easily credit accounts and track the balanced in the lead list. Filter the accounts by balance and bulk credit and debit accounts.
Task Management
Each user can add a history note, which will be added to the student account. If a due date is added in addition, the task will appear as open task in the task list. The task can be closed easily and the person closing the task will be tracked together with the closure date.

 

Documents upload
Students can upload their own documents with a hyperlink, which is sent to them by the administrators or edu-crm. You can define the tag names, which need to be added to the upload, so you know at all times, who has uploaded the documents to the student profile. You can also define, if the documents can be downloaded from an external person, who has the upload link. E.g. a student can upload documents and the agent can download the documents, if they are needed for visa purposes.

 

Customize Layout
Customize the layout of the lead list, which is particularly interesting, when you always work with the same columns. Not all departments need the same information and not all computers have the same resolution. Some detailed information can be previewed directly from the lead list view. Column settings can be saved, e.g. the amount of leads, which should be shown per page.
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