Design Personal Notes for Page Elements
For information about page element parts, see Page Element Types.
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1.
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From the Design tab, select “Personal Notes” in the Display As field. |
Note: You can include the Personal Notes page element in a Personal Page Elements part.
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2.
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In the Display Name field, enter a name for the notes section on the page. |
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3.
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Under Topics to Include, select the checkbox beside the note topic to include on your web page. |
The Notepad Type table in The Raiser’s Edge determines the available note topics. To add or edit a note topic, do this in The Raiser’s Edge.
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a.
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In the Display As column, enter the information to appear for the note topic on the web page. |
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b.
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To allow users to create more than one note topic, select Multiple Submissions Allowed? |
If you do not select this checkbox and the user has multiple note topics of the same type existing on a constituent record, all notes can appear in note search results.
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4.
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Under Heading, in the Default Title field, enter a name for the web page. |
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5.
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In the Default Instructions field, enter content to inform the user how to search for a note. Leave the default instructions, or write your own instructions. |
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6.
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Under Listing Options, in the No records found message field, enter the message to appear when a user does not have notes to display. Leave the default text, or write your own text. |
To allow users to update their personal notes, select Allow users to edit/update their own notes.
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7.
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Click Save. You return to Parts. |