EduCtrl Consultancy CRM Release Notes

Version 4.0 (Dec 2024)

• New frontend theme (Student panel)
  
• Student Referral feature
• University Invoices feature
• Form builder added
• Multiple business support
• Localization: Spanish, French, Italian language support for front-end
  
• Detailed profile for staff
• New fields in student profile: Family member details, Visa application history, Abroad travel history, Employment history
• Agent details changes. Referral details, Commission details pages added.
• Media Gallery added
• AI based template message rewrite supported
• Uni Apply agent management
• Database backups support
• Canned response for application messages

Version 3.16 (Aug 2024)

• New fields in student profile: nationality, citizenship, country of education and highest level of education
• Sending new password by email when password is reset by the admin
• Agent unlink option added
• Pagination & mark all read option added to notifications page
• Gmail API integration for sending emails
• Agent announcement feature added
• Leads/students, new search filters are added & filter UI improvements
  

Version 3.15 (Apr 2024)

• New notification events supported: In-app notifications added for Status change, Student profile updated by student/agent, course bookmarked by student, document uploaded by student
  
• Side bar menu item display based on staff permissions
• Bug fixes

Version 3.14 (Mar 2024)

• In-app notifications supported for staff
  
• In-app notifications added for agent panel
• Bug fixes

Version 3.13 (Feb 2024)

• Invoices & Tickets display on student overview page of admin panel
• Last follow-up activity info display added in student listing page of admin panel
• Country Information > Add Folder, image upload option added
• Bug fixes

Version 3.12 (Dec 2023)

• Send email from Staff email account or Branch email account supported
  
• Email syncing(staff, branch, etc) to EduCtrl CRM
• Course data(csv file) can be imported to top level categories. Sub categories are now optional.
• Import course data(csv file) of a single University.
• Creating lead from a new whatsapp enquiry message(wati.io) supported
• Leads page, lead status change, staff assignments will not reload the page now

Version 3.11 (Nov 2023)

• Dynamic Service Status configuration
  You can configure the stages/status for each of the additional service that your provide
  
• Application task reminders
  Define reminders/activites to be done
  
• Staff Attendance & Leaves management
  
• Ability to auto create 'Study Levels' while importing course data csv file
• Additional docs upload display into specific sections
• Instant doc upload in admin panel

Version 3.10 (Oct 2023)

• Email, Mobile Mandatory Configuration
  Option to configure email, mobile mandatory/optional for leads/students (Admin > Settings > Advanced)
  
• Student followup-record
  Student followup-record with next follow-up date supported. Next follow-up column & filters in students list page added.
• Pending Student Follow-ups widget in dashboard
• Dynamic Student Status
  Student status is now dynamic. You can define the statuses from Admin > Settings > Student Status. Student status can be manually edited from student details page or can be configured to be auto-assigned based on specific event.
  
• Google Lead Ad Integration (Webhook support)
• Document Request feature in applications
• College fees, commission, sub-agent commission tracking
  
• Custom Labels support
• Leads, Students, Applications graph added in Dashboard page, UI Changes
• Profile PDF Download

Version 3.9 (Sep 2023)

• Exotel & Zadarm outbound call API Integration
• Wati.io & AISensy Whatsapp API Integration
• HTML editor with image upload option support for email templates & email broadcast
• Services support
  Visa or other services configurable from admin
  
• Tag staff members in application messages & notifications
• Multiple color themes support in Student panel
• Admin panel UI changes
• Notes/details for email & sms templates added

Version 3.8 (Aug 2023)

• API Support
  Lead Create API & Fetch latest leads API.
• Lead funnel deadline configuration & notifications to staff & manager.
  Define the number of days within which the lead stage must be reached from the lead creation date.
  
  
• Managerial role support
  Define which roles are 'Managerial' roles.
  Staff reporting manager configuration.
  
• Attachment support for email messages sent from admin panel

Version 3.7 (July 2023)

• Additional Documents configuration support
  Configure the documents that can be uploaded by the student. Define file type, no. of files etc as required. Configure if the document is specific to a study abroad country.
  
  
  
  
• Study Level configuration support
  Now you can define the study levels from configuration page. Add/modify/remove study levels.
  
  
• Details for leads similar to student details page.
• Application status change notes field added. Application status change history(activity) added.
• Analytics/Reports enhancements. More reports & statistics reports are supported.
• Event notifications are now sent to emails configured from admin. Events are: Lead Generated/Created, Student Signup/Created, Agent Signup, Support Ticket Created/Reply
  
  
• Communication mode added to lead follow-ups form.
• Lead Followup reminder email notifications are now sent as summary instead of individual emails. Sent every hour for the next 1hr followups.

Version 3.6 (June 2023)

• Course preferences can now be added by searching for courses, universities. Previously only manual input was allowed.
• Course Management page, data display improvements
• A course can be suggested to student from Course finder. Students can also search for course & bookmark.
• Manually add new order(shop module) from admin panel supported
• Tax support for invoices
• Bulk lead status change supported
• View deleted leads. 'Restore', 'Permanently delete' deleted leads
• Lead Status names can be edited from configuration
• Student document requirements configuration based on study levels is improved.
• Option to show/hide filters in admin panel pages
• Counselling as a separate module/page is removed & merged into Leads feature
• Explanation/notes in configuration pages, permissions page added

Version 3.5 (May 2023)

• Master setup page to show the pending setup steps added
• Import University course data from any csv format, import to specific category. (select the column mapping during upload)

Version 3.4 (March 2023)

• Counseling module added
• Razorpay payment gateway integration
• Student certificate download
• Responsive UI improvements

Version 3.3 (February 2023)

• Whatsapp api integration (wati.io)
• SMS Gateway configurations from Admin panel

Version 3.2 (December 2022)

• Email to Lead: Incoming email to mailbox are stored into Leads.
• Facebook lead ad webhook integration
• IVR to Lead (Twilio)

Version 3.1 (November 2022)

• Agent welcome email, sms added
• Welcome email is sent to students created from admin panel

Version 3.0 (October 2022)

• Import courses changes: Now course can be imported to child categories only. Not allowed to import to parent categories.
• Course finder search issues fixed
• Course suggestions, multiple intakes supported. Course suggestion page new filters added.

Version 2.0 (September 2022)

• Invoice payment using paypal/stripe supported. Available for students & agents.
• Invoice look & feel improvements
• Notification to Superadmin when a lead is marked auto-converted (i.e student registered in the portal who is a lead)
• DET(Duolingo), SAT, ACT exam scores fields added student profile academic details
• Mandatory documents for Study abroad application submission is now configurable by Admin. (Settings > Student > Document Upload Options.
• More fields in student profile details
• Convert lead to student
• Auto welcome email to leads
• SMS templates management

Version 1.0 (June 2020)

• Initial Version