- Select the button named “My Notes for [Student name]” in the top right corner of the Student Detail view to write, save or view notes about a student.
- Advisors can choose to share their notes across the organization by turning on the setting, “Make these notes public to other advisors in your group?” at the bottom of the notes window, next to the “Save Notes” button.
- There is a second tab in the notes window titled, “All Notes for [Student name]” where advisors can see notes that have been entered and shared across the group. By default, these notes are sorted by the most recently updated. However, you can also choose to sort notes alphabetically by advisor name.
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