EduCRM keeps a history of who owns each student. When a student moves to another counsellor, the earlier assignments stay on record.
How the history works
In short
Each student has a current counsellor. When the student is reassigned, the change is added to their assignment history, so you can see every counsellor they have had.
Returning students
A student who comes back may be looked after by someone new. The history shows who worked with them before.
Why it matters
- Clear ownership. Everyone sees who is responsible now.
- Nothing lost in a handover. When a counsellor leaves, their students' history stays.
- Better reports. You can see who worked with each student over time.
Pair it with the phone number check: enter a number, find the student, see who they belong to.
Related pages
Duplicate Check
Enter a phone number and see if the student already exists, and which counsellor they belong to.
Read more
Pipeline & Conversion
Every student from New Lead to Paid, with conversion by counsellor, office, source and destination.
Read more
Team Roles & Permissions
Owner, admin, counsellor and viewer roles, with assigned caseloads and workspace isolation.
Read more
Education Agencies
One shared student database, a caseload per counsellor, and the whole agency's pipeline in one view.
Read moreFrequently asked questions
Can I see which counsellors a student had before?
Yes. EduCRM keeps each student's assignment history, so every earlier counsellor stays on record.
What happens when a returning student moves to another counsellor?
The new counsellor becomes the owner, and the earlier assignment stays in the student's history.