Date Field with Constituent Summary Note

We use the constituent summary note a lot in NXT, primarly for frontline staff to give a brief synopsis on the strategy for their prospect. It would be helpful if there was a date field that was accessible so we could see when it was last updated. It would help me, who directs prospect management, to know when these were last refreshed, so we can keep track that they are up to date!

  • Ryan Car
  • Oct 11 2017
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  • Jen Claudy commented
    October 16, 2017 03:35

    And an Author field to see who it was that last updated it.