Add a summary note to a contact

Having a summary tile at the top of the record allows for appropriate information to be added, such as "has been with the company for six years.  works closely with the approval of grants on X subject matter"

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  • Jul 9 2015
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  • Elizabeth Johnson commented
    May 11, 2023 14:53

    There is a summary under the name at the top - think this can be considered resolved. What I'd love to do is be able to see this information in a web view list which is how I landed here.

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