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Design Personal Notes

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

  1. From the Design tab, select a redirect page in the Redirect page field. After website users submit personal notes, the part sends them to this page.

  2. Under Note types, select the types of personal notes that users can submit. Under Available, all of your active note types from Blackbaud CRM appear. Use the arrow buttons to add or remove note types from the list that users select from on your website.

    Users select note types from a dropdown list on your website. If you only include one note type on the part, the field does not appear because that note type is selected by default.

    Tip: You can use the Language tab to edit the privacy statement that appears at the bottom of the Personal Notes part by default, as well as other labels on the part. For information about the Language tab, see Language Tab.

  3. Click Save. You return to Parts.