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 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