We have some very exciting Immigo enhancements being launched this weekend:
In the Assignment Details tab of a case, the Occupation Code field now offers auto-complete and is a reportable field (in case reports). We have pre-populated the Immigo database with occupational codes for Australia (ANZSCO) and the UK (SOC), so if you start to enter a code or an occupational description for case to one of those countries, you’ll see that the field auto-completes (see screenshot below).
If you have other countries you would like to use this auto-complete data field for, please let us know and we will be glad to build this.
INVOICE TEMPLATE TYPES
Quotation/Purchase Order Request and Draft Invoice templates are now available.
Changes have been made to the Deposits section on the Fees tab. This has been changed to Remittances to allow you to record payments received against an issued invoice (rather than just a deposit to be applied to the next invoice – which is what it used to be).
Remittances received will also be listed in a table with the invoice numbers they’re applied against. Remittances where you select “Apply to Next Invoice” will be automatically allocated to the next invoice you generate.
Immigo now offers Invoice Reports, which can be used to look at invoices raised (within a certain period) and payments received against those invoices. These reports can help you analyse:
- Which companies have outstanding debts;
- How much consultants have billed in a given period;
- How many credit notes have been raised for a particular client(s), for cases handled by a particular consultant(s) or in a particular period.
CLIENT PORTAL ACCESS PERMISSION
We have added a new permission level to client/user Immigo access allowing access to certain information only via Reports. Effectively, this means clients and users with this access level can see certain applicant/case data only if it presents on a report the client has access to (including expiry dates kept on closed cases).
We hope you find these small upgrades useful! And remember – if you ever need any help, with this or anything else in Immigo, please call or email us – we are always pleased to hear from you.
We are pleased to inform our clients that none of the Immigo or Immiguru servers are susceptible to an attack that attempts to exploit the “Dirty COW” security vulnerability, as we have updated all of our servers to a patched version of Linux.
Immigo and Immiguru Safe from Dirty COW Security Flaw
Just a quick note to let you know about a small enhancement to Immigo. We now show extra details in the browser tab. For Cases, this means the Case number and Applicant name (so you can tell which of your browser tabs is which case). Likewise, additional detail is shown on tabs for Companies, Fees, Suppliers, Reports and Questionnaires.
We hope you like this small change, and please feel free to tell us what you’d like to see next!
We are pleased to say that some major new features have just been launched in Immigo, as follows:
Immigration Docs Tab on Applicants Profiles
There’s a new tab on Applicant profiles called Immigration Docs, which means you can now store and see Issued Documents on the Applicant level (as well as Case level). This tab also has a Nationalities section for passport details (replacing the previous “Nationalities” tab on Applicants) and a new section for Immigration Statuses.
More About Issued Documents on Applicants
Issued Documents can now be stored in their own section in the new Immigration Docs tab on the Applicant profile. Documents listed here can be linked to Cases (click the “shared box” on the right column of the Issued Document ID). Additionally, issued documents obtained during a Case and listed on a Case can be shared to the Applicant profile.
Issued Documents can also now be versioned, so if you obtain a renewed residence permit or visa for someone, you can add that as a new version with a new expiry date (click Edit in the Version column), rather than creating a new issued document ID.
More About Immigration Statuses
- You can list an Applicant’s immigration status in any country by clicking the “+New Status” button. Select the person (principal applicant or dependent family member) and the country the status applies to, and choose the correct immigration status from the drop down menu. You can tie a status to a particular Issued Document (e.g. a person may have an immigration status of “visitor” and this may be tied to an Issued Document “Visitor Visa”).
- Use the “Max Stay Ends” field to indicate if an immigration status has an end date (i.e. maximum duration of stay including renewals – is there a date when the Applicant must either leave the country or change to a new immigration status?).
- The Immigration Statuses also display in the Applicant library for quick reference, so you can easily see key dates.
- Immigration Statuses feed through to the Timing tab of the Case so you can quickly see your deadlines (if processing a renewal or a change of status).
Supporting Documents on Applicants Profiles
The “Documents” tab on the Applicant profile is now called “Supporting Docs” to signpost where to keep things like CVs, degree certificates and marriage certificates (all supporting documents) and where to keep things like work permits, residence permits and visas (all immigration documents).
Immigo now enables you to send Questionnaires for gathering additional information on Cases, Applicants, and Companies, to ask clients to complete data such as travel history, resume, addresses and more directly via an online form. You’ll notice tabs for these on the Case/Applicant/Company profiles and also in the Questionnaires section itself.
Uploading Files to a Questionnaire
Immigo now also makes it possible for you to upload files into a Questionnaire when submitting it. Clients can upload copies of documents, previous travel visas and permits, and so on, via the online User Portal.
Have fun and as always, let us know your feedback!
We’re pleased to say we have a few new enhancements to Immigo which you will see today/tomorrow; as follows:
Less Easy to Delete Stuff By Mistake
- You now can’t delete Applicants or Cases directly from the Applicant or Case “library”; only from the profile pages (i.e. you have to open the Applicant or Case first).
- You can’t delete an Applicant if he or she has any Cases.
Changes to the Case Module for Easier User Interface and Reporting
- Case Status is now on the Process tab
- There is a new Case Status available of Closed Enquiry
Company Edits for Easier User Interface
- Bills To on the Company profile has been moved to underneath “Is billing office”.
Notifications and Reports
- Company Notifications (and Reports) now have an “is billing office” filter.
- In Fee Reports you can report on Sending Company and Host Company
- In Fee Reports you can filter and report on Case Tags
- There are notification events on Cases for Credits Added and Invoice Generated.
As always, let us know if you have any questions or suggestions for further improvements! We are always pleased to hear from you 🙂
On Thursday 16 May we hosted a training webinar for our clients on “Step Can Start” notifications in Immigo. View a recording of the webinar below – and let us know if you have any questions!
Intelligently manage the workflow in your case via a “Step Can Start” task notification. This notification allows you to update the step status with one click and create ongoing and automatically re-generating task lists – every time you mark one task off as “finished”, Immigo will set you a new task for the next step in the immigration process. The webinar was hosted by Maude Burger-Smith, Regional Immigration Manager with Peregrine Immigration Management Ltd, who is based in Cape Town, South Africa.
More About Immigo
Immigo is a secure, cloud-based global immigration case management system, powered by live data on global immigration processes.
Just a reminder to join us for a webinar on Thursday 16 June at 1.30PM GMT (UK time). The webinar topic is “Step Can Start Notifications” and is free to attend for Peregrine’s Immigo clients. Places are limited and will be allocated on a first-come-first-served basis, so please contact us at email@example.com to book your spot now.
Read more here:
IMMIGO WEBINAR – Step Can Start Notifications