Official Notes - WD student

Stephanie Boon

I cannot add an “official note” for a student who has been withdrawn ... is this correct? Is there a “work around”??? Or can this change be considered, please.

NOTE: when our “rep” was on campus few summers back, helping us set up everything, including our student classifications (first year, second year, etc.) we did a “withdrawn” classification. But it seems to not be recognized – it does not “work” when using it as a filter in lists and although I see it checked in the various note options as an option to be able to add a note, I cannot.

Elizabeth Perron

Hi @Stephanie Boon,

I noticed a community member has not answered your question yet. The Community is the most effective place for best practice advice from your peers.

Your question appears to be technical, Customer Support is the fastest way to get product related technical questions answered.

If you still need an answer and haven't done so yet, please contact Support. Just click on Help at the top of any Blackbaud Community page, then click Blackbaud Customer Support to access them.

Please let me know if I can help in a different way.

In harmony,

Elizabeth

Blackbaud Community Manager

Alla Londinski

@Stephanie Boon

It looks like you can only add an official note to a current student. Once a student is withdrawn, he /she becomes a past student; You cannot import official notes for past or graduated students. This is very inconvenient; we should be able to add official notes to any student - past or present, or there should be another note type that can be added to any record.