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EMS Official Notes Placeholders
Please add the following as placeholders to the official note template: School ProgramAdmissions StaffCandidate's Date of Birth Entering Session - for Higher Ed Clients0 Implemented
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Reply Notifications for Official Notes
When a parent replies to an Official Note sent through OnBoard there is no way for our admissions team to be notified of the reply. Currently they must scroll through the list of Official Notes (no archive function, either) to see if a notificatio...15 Implemented
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Official Notes for Incoming Students
I have no way to connect with incoming families except Pushpage which is a less than Ideal situation. I would like Incoming Students to have the ability to receive Official Notes in onBoard as they are a pending family and there is no other place ...
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Implemented
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Organization of Official Notes
We are spending a lot of time scrolling to find newly added Official Notes. We are tracking any activity with candidates via Official Notes and adding on to a previous note when one exists. If the original note was written 9/4, the note still reta...9 Implemented
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Logic field for Nickname/Firstname in Official Notes
In Core, under User Name Format, Blackbaud gives us a useful placeholder which gives the nickname (preferred name) if there is one; otherwise gives first name. However, within Official Notes, the only fields available to us are First Name OR Prefe...9 Implemented
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Ability to edit or delete official note
We need the ability to edit or delete an official note. Notes were added to the incorrect candidates that we really need to remove - errors can be made when typing so an edit function would certainly be helpful as well2 Implemented
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Add School Level to Official Notes placeholders
Thank you for adding School Level as a searchable field! Could you please include that field as a placeholder so that we can use it when composing Official Notes?1 Implemented
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Availability of Newly Added Custom Candidate Fields in Official Notes
Since we now have more custom candidate fields, please make them available to be used in official notes, like the original set of custom candidate fields.0 Implemented
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OnBoard official notes username placeholder
We would like an enhancement to be able to have a prospective parent username placeholder under OnBoard official notes. Currently it is just for populating student information. We find the enhancement helpful because they only deal with parents as...1 Implemented
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Official Notes Add Visit Placeholder
I would like Work List to Generate Official Notes in bulk for the Readiness Test Time for each group at 8:00, 10:00 etc. This information lives within the Candidate Info section of the Candidate Profile. I would like the Worklist to have the optio...1 Implemented