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Personal Notes

To display content from the Notes tab of a constituent record on your site, create a Personal Notes part. You can select the note types to appear on the website or select a group of note types to appear. With this part, a site user can search notes for himself or for other constituents. In addition, a user can manage his personal notes. Managing notes includes the ability for a user to add, edit, or delete a personal note on his record. A user cannot make changes to a note for another constituent.

The Personal Notes part can create two pages on your website. The first page is a display page for notes. This page contains an area to search for notes. The second page, if created, is the manage page, where users can make changes to personal notes.

If a user changes a personal note, the data downloads to the Notes tab as a profile update transaction. For more information about how to download note information, see Profile Updates.

Design Personal Notes