Merge Official notes when merging users.

We use the Official notes area for information related to families, previous experience, or other information that would help use place or revisit a user for contracts.  At this time we are loosing notes attached to a duplicate user every time we merge and having to copy them prior to a merge is time wasted.

  • Guest
  • Jan 26 2017
Blackbaud Enrollment Management / Official Notes
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  • Kathleen Steinman commented
    19 Dec, 2019 06:50pm

    I can't believe this is actually happening. Official Notes are a critical piece of the Candidate's record and I cannot believe they're just 'lost' with no warning when we merge records.  

    Please fix this!!!

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  • Guest commented
    2 Dec, 2019 04:55pm

    When duplicates are merged we are losing the official notes on one record. Really shouldn't have to vote this up. But.... please fix

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