EducationLink updates geteducation.link

• Pipeline steps in the student profile page show a blank space if Student doesn't belong to any sale pipelines.
• Visa expiring trigger fetches the wrong visa expire date if Student has more than visas stored.
• Add type for notes (Call, Message and Note)

• Products and Installments details are now available for placeholders of the email.
• After creating an invoice, the feedback and actions are now shown up, guiding you to the next actions.
• Office of the sale is now being shown in the Sales tab of the student profile.

• "Sale ready" feedback and actions are not showing up after adding a sale from a quote.
• Optional documents are being required in the application.
• Emails sent from email application are not being stored.
• Visas are unsorted in the student page.
• Placeholders are not working when sending email from Emails tab in the student page.

• Emails sent from the booking are now being stored in the "Emails" section.
• When finishing creating a sale from the booking, we show the next steps.
• In some accounts, when searching for a user, it may have had duplicated users in the results, not anymore.

• Your session (login) on EducationLink lasts a week! Not a day like before.
• Instead of showing the country code (IT) we show the full name (Italy).
• When moving the student to a "lost" stage we will ask you the reason now (for reporting purposes).
• You can now control if the sales rep. can change or not the sale type when adding the sale.
• When removing a user, we now transfer the tasks from the user being deleted to the user of your choice (before we transferred only the students).

Now when using Hubspot add-on to sync your students to Hubspot the fields you select will automatically become fields in the student profile, with the same options and name as in Hubspot.

• We have added the option for using the second assignee for students (Organization settings -> Preferences & Misc).
• Accommodation fee is now available in the sales.
• Open the student by his sales number (Accounting -> All payments)

User groups:

Your agency can group users with the same roles, position or groups across all the offices with the user groups feature (Organization settings -> Preferences & Misc).

Show/hide custom fields by the status of student:

Custom fields in the sales pipelines are now togglable based on student's status.

Select and checkbox fields in custom fields:

Select and checkboxes are available in the custom fields.

• Unable to update trigger with steps that updates Pipeline status updating.
• Remarks (Other comments) is not showing up in the student quick-edit modal.
• Some follow-up tasks don't update the student's next follow up date.
• Users search input is unstable in some cases.

• Follow-up date is added to the student profile when a follow-up task is created to that student.
• New trigger: X days after the next follow up date.
• Sort by Follow up date in the students list