Adding a Summary Field

Navigation: Records > Organization > Summary

1. From the bottom navigation bar, click Records
2. Click Organization. The Organization Manager will display.
3. In the Search field, enter the name of the organization record you want to add a summary field to or scroll through the list of organization records on the page
4. Click the name of the organization. The Summary tab will display.
   
   
   
   
5. Click the Select Fields dropdown menu
6. In the Search field, enter the name of the field you wish to add or scroll through the list of fields in the dropdown menu
7. Select the field from the dropdown menu
   
   
   

Tip: The Summary fields cannot be reordered and will be displayed in the order you added them. If you wish to reorder the fields, click    and add the field(s) in the order you desire. 

Tip: The fields on your Summary tab are view-only. If you want to update a field, you’ll need to go to the tab that stores the information and update it from the tab.