The student profile: tabs and actions

Last updated: October 16, 2026

The student profile across its tabs and the static management column: Information tab (Student Information, Custom Fields, Secondary Contacts), Goals + Studies / Proposals + Invoices / Files tabs, and management actions (right column: Assigned to, Status, Pipeline, Tags; quick actions for tasks, notes, tags, emails, pipeline updates, archive, delete).

The student profile organizes a student's information across several tabs, with a static management column visible throughout.

Information tab

The Information tab is the foundational data section of the student profile.

Student Information

Pre-populated from creation. Complete the student's details, including:

  • Gender.

  • Phone number.

  • Date of birth.

  • Home address, home city, and postal/zip code.

  • Nationality.

  • Passport number.

  • Current passport — for a student with more than one passport, record which one they are currently using.

  • Visa expiry date.

  • Visa country.

  • Student visa type.

Custom Fields

Edvisor includes pre-created fields common to international education agencies. Admins can create additional custom fields specific to the agency.

Examples: lead sources, language levels, education levels.

Custom fields are managed in Settings → Offices.

Secondary Contacts

Store information about people connected to the student:

  • Parents.

  • Custodians.

  • Other family members.

  • Friends or sponsors.

Keeps all relevant contacts accessible from the student profile.

Goals + Studies, Proposals + Invoices, Files

Three tabs for tracking student lifecycle and documents.

Goals + Studies tab

Student Goals. Stores study planning details:

  • Country to study in.

  • Duration of studies.

  • Budget.

  • Hours per week.

  • Accommodation start date.

Current and Past Studies. Once the student is applying to specific programs, store that information here. Links to personal reminders set in personal settings.

Proposals + Invoices tab

Displays all proposals and invoices related to the student. Empty until the first proposal or invoice is created.

When a proposal or invoice is sent, it appears here automatically.

Files tab

Unlimited document storage:

  • Passports.

  • Visas.

  • Invoices.

  • Letters of Acceptance (LoAs).

  • Other student documents.

File size limit. Each document must be under 5MB.

Management actions

The right column of the student profile is a static section visible across all tabs. Use it to manage the entire counseling process.

Always visible

  • Assigned to. Counselor on the student. Only admins can change.

  • Status. Current status of the student.

  • Pipeline. Current pipeline and stage.

  • Tags. Custom labels for organization.

Quick actions

  • Generate tasks. Create to-do items linked to the student. Tasks can be assigned to you, a teammate, or to the student themselves — when assigned to a student, they see it in their portal and can mark it complete.

  • Add notes. Internal notes for the team.

  • Create tags. Apply or create new tags.

  • Send emails. Compose and send emails to the student.

  • Update pipeline. Move the student through the sales pipeline stages.

  • Archive student. Move out of active database while preserving history.

  • Delete student. Permanently remove (irreversible).

When to use which action

  • Tasks. Follow-ups, deadlines, action items.

  • Notes. Internal comments not shared with the student.

  • Emails. Direct student communication.

  • Tags. Group students by campaign, source, or attribute.

  • Archive. Inactive but historical records.

  • Delete. Test data or duplicates only.