Add the constituent Summary Note field as an option to display in lists

It would be nice to include the summary note field in our lists, especially the portfolio lists. We are hoping to use this field for prospecting notes and it would be great to view the data when reviewing the complete list of constituents. 

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  • Mar 1 2017
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  • Suzie Capps commented
    01 Sep 10:10

    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.

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  • Ryan Car commented
    April 25, 2018 19:52

    It would also be helpful to have the "Summary" field of the action show up in the "Action summary" column when viewing an Action List. Currently only the text from the "Notes", and most people just put a quick summary in the "Summary" field.

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