With the Personal Notes part, you can allow website users to share their stories with your organization. This part allows website users to communicate life changes, narratives, or other personal information through your website.
When you create the part, you designate a redirect page to appear after website users submit notes, and you select the note types from Blackbaud CRM that they can select when they submit personal notes.
To submit personal notes, website users must log in to your Blackbaud Internet Solutions site. When users submit notes, the part saves the notes directly to their constituent records in Blackbaud CRM. These personal notes from your website appear on the Documentation tab along with any notes that you entered directly in in Blackbaud CRM.
In Blackbaud CRM, you can create constituent queries to monitor the personal notes that website users submit. The Online Information node under Notes includes Page ID and Page name fields that are associated with personal notes from your website. For information about how to create a query, see Query section of the Blackbaud CRM help file.