Allow RE NXT Summary Note contents to be an output column on constituent lists
This would be helpful in that you could easily see a summary along with photo of each person in a constituent list. For example all board members with photo and their RE NXT Summary Note description - or all attendees for an event, etc.
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Graham Getty
- Jun 14 2018
- Reviewed: Voting Open
Related ideas
We can now see the photo, but we really need the ability to pull the summary note into lists to make it useful in practice, rather than having to duplicate it in a custom field in order to pull it into a list.
This field is a great way to capture strategy notes or summarize a prospect. Having that available in lists would enhance the review of constituents within the system rather than needing to organize and capture the data outside the system. Please consider this as a column option!