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Update student account record on transcript release form

Update student account record on transcript release form

Transcript release submissions aren't updating CRM, leaving enrollment staff without authorization context. It gives enrollment staff clear authorization status to finalize credit posting same day.

Update student account record on transcript release form

Overview

When transcript release forms land, your enrollment staff need clear CRM flags, not manual lookups. This flow updates account records immediately so credits can be finalized and advisor handoffs happen same day.

Update student account record on transcript release form