Navigation: Records > Organization > Summary
- From the bottom navigation bar, click Records
- Click Organization. The Organization Manager will display.
- In the Search field, enter the name of the organization record with the summary field you want to view or scroll through the list of organization records on the page
- Click the name of the person. The Summary tab will display.
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.