Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit K12OB-I-1228 Official notes to current students.

Adding Official Notes after Enrolled as Student Merged

I want to be able to add an internal "official note" after the candidate has been accepted as a student.

We use official notes to track communication done outside of the system (for internal admissions viewing) and also for our admission committee notes (for internal admission viewing only). Because of the pace we are moving, adding pertinent communication and notes are sometimes "cleaned-up" after the student is accepted in order to "close out the file" from the admissions standpoint. Right now we are losing this information and/or tracking it in a different document (which does not seem to be the point for having one system to house this information--a system which we really like in general by the way) as there is no way to add it.

In reading the other notes, It looks as though this capability has been asked for since 2015 (which has the designation "implemented" by the suggestion) and sounds like the same request made by Jean Bergeson in Dec 2019. However, I just spent a 1/2 hour in chat with a Blackbaud specialist that finally informed me it was not doable once the candidate was enrolled and referred me to this suggestion page. Thank you for considering adding this capability or if implemented, explaining to the Blackbaud specialists how to do it, so they are able to explain to us.

  • Regina Lewis
  • Jul 9 2020
  • Regina Lewis commented
    September 29, 2020 22:03

    I agree with Ms Pinkerton regarding the clarrification of the "Official Note" capability I'm asking for and also being able to communicate via Blackbaud Official Notes through EM once the student passes the Decision Milestone.

  • Anita Pinkerton commented
    August 14, 2020 18:38

    And to clarify, we want to use the Enrollment Management style of official notes that go to the parents and you can add links to the text, etc, We are not talking about the Official Notes from Academics that are attached to students and can be included on report cards.

  • Anita Pinkerton commented
    August 14, 2020 18:36

    We would like the SAME THING. We would like to be able to send information to an incoming student, who is not an incoming student in the Blackbaud vocab - Incoming student to Blackbaud is someone who enrolled during 19-20 for the 20-21 school year. We would like to be able to communicate through Official Notes with new students who are enrolled for the 20-21 school year, during the 20-21 enrollment cycle. We started school on Wednesday and have had 5 new students added. We JUST finished implementing the EMS, SIS, and Tuition Management. I was STUNNED to see we could not send a nice, templated Official Note to parents of these new students once their student passed the "Decision" milestone in their checklist. We have gone back to emailing them. Pity....