{"id":5477,"date":"2016-02-26T20:16:56","date_gmt":"2016-02-26T20:16:56","guid":{"rendered":"http:\/\/learning2.pcrecruiter.net\/?p=5477"},"modified":"2026-03-12T19:33:49","modified_gmt":"2026-03-12T19:33:49","password":"","slug":"add-a-summary-to-a-record","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/augmenting-records\/add-a-summary-to-a-record\/","title":{"rendered":"Add a Summary to a Record"},"content":{"rendered":"<p><span style=\"\">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 <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/presentations\/candidate-presentations\/\">Candidate Presentations<\/a> as a Candidate Write-Up section.\u00a0 Any summary text is also keyword searchable.<\/span><\/p>\n<ol>\n<li style=\"\"><span style=\"\">Go to the Company or Name record<\/span><\/li>\n<li style=\"\"><span style=\"\">Click the <strong>Summary<\/strong> icon from the navigation toolbar<\/span><\/li>\n<li style=\"\"><span style=\"\">Enter the details into the text area<\/span><\/li>\n<li style=\"\"><span style=\"\">Select <strong>Save<\/strong> when finished<\/span><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>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.\u00a0 Any summary text is also keyword searchable. Go&hellip; <a class=\"more-link\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/augmenting-records\/add-a-summary-to-a-record\/\">Continue reading <span class=\"screen-reader-text\">Add a Summary to a Record<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pcr-menu-id":["2650","3610"],"footnotes":""},"doc_category":[68],"doc_tag":[],"knowledge_base":[25],"class_list":["post-5477","docs","type-docs","status-publish","hentry","doc_category-augmenting-records","knowledge_base-nine","entry"],"year_month":"2026-04","word_count":80,"total_views":"980","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Augmenting Records","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/augmenting-records\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRecruiter 9","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/","term_slug":"nine"}],"knowledge_base_slug":["nine"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5477","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=5477"}],"version-history":[{"count":3,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5477\/revisions"}],"predecessor-version":[{"id":11097,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5477\/revisions\/11097"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=5477"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=5477"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=5477"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=5477"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}