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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Guest
- Mar 1 2017
Related ideas
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.