Adding Note Type in Bank Account

Lisa Nicoletti
Lisa Nicoletti
Eighth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

The only Note Type available in the Bank Account information section is “New Account." How do I add another note type?

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  • Jessica Smith
    Jessica Smith
    Fifth Anniversary Facilitator 1 Blackbaud Certified Blackbaud Pro Certified

    Go to Control Panel, Fields & Tables, and you see a list of media file types. There's one called “Notepad Type” click on the three dots to “View” and it should list all of the options. Click the add button on the top left

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