---
title: Add a Summary to a Record
description: The Summary area is used to store a general description about a Name or Company Record. This area differs from the notes section as it is not time or date stamped. Summaries for Name Records can also be pulled into…
url: "https://learning.pcrecruiter.net/site/docs/augmenting-records/add-a-summary-to-a-record/"
updated: "2026-09-25"
category: Augmenting Records
---

# Add a Summary to a Record

The Summary area is used to store a general description about a Name or Company Record. This area differs from the notes section as it is not time or date stamped. Summaries for Name Records can also be pulled into [Candidate Presentations](https://learning.pcrecruiter.net/site/docs/augmenting-records/sending-candidate-presentations/) as a Candidate Write-Up section.  Any summary text is also keyword searchable.

1. Go to the Company or Name record
2. Click the **Summary** icon from the navigation toolbar
3. Enter the details into the text area
4. Select **Save** when finished