Summary Notes

To help cultivate relationships, you can pin a note to the top of a constituent or opportunity record to summarize information you find valuable, such as a donor’s personal details and history with your organization. With this summary, you can have a general understanding of the constituent or opportunity at a glance, such as when you prepare for an interaction.

Tip: To give instructions for a constituent's record, such as a reminder to contact the fundraiser before updating the record or to handle a high-priority constituent with care, set an alert rather than a summary note. For information, see Alerts.

Note: In the database view, summary notes appear as constituent notes with a type of RE NXT Summary or proposal notes with a type of RE NXT Proposal Summary.