{"id":14316,"date":"2024-10-29T22:30:48","date_gmt":"2024-10-29T22:30:48","guid":{"rendered":"https:\/\/learnsuite.pcrecruiter.net\/site\/?post_type=docs&#038;p=14316"},"modified":"2024-10-30T17:26:53","modified_gmt":"2024-10-30T17:26:53","password":"","slug":"summaries","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/records\/summaries\/","title":{"rendered":"Summaries"},"content":{"rendered":"\n<p><span style=\"font-weight: 400\">The Summary area can be used to store a brief description of a Name, which can be copied into other communications, keyword-searched, or displayed in <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pipeline\/sending-candidate-presentations\/\" data-type=\"docs\" data-id=\"11757\">Candidate Presentations<\/a> as a Candidate Write-Up section.<\/span><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"397\" height=\"513\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Details-Tab-Edit-Summary.png\" alt=\"\" class=\"wp-image-14317\" style=\"width:485px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Details-Tab-Edit-Summary.png 397w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Details-Tab-Edit-Summary-232x300.png 232w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Details-Tab-Edit-Summary-360x465.png 360w\" sizes=\"auto, (max-width: 397px) 100vw, 397px\" \/><\/figure><\/div>\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Open any Name record<\/span> you wish to summarize.<\/li>\n\n\n\n<li>Click the <strong>Details<\/strong> tab on the record.<\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Locate the <strong>Summary<\/strong> field in the Personal Information box.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Click on the pencil icon to open the Summary in editing mode.<\/span> Compose your summary of the candidate, using the editing toolbar to format accordingly. \n<ul class=\"wp-block-list\">\n<li>The <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/getting-started\/ai-features\/#ai-name-summary-generator\">AI Generator<\/a> icon, represented by a hexagon in the editing toolbar, will use data from the record to compose a draft summary for you.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Once you have edited the content to your satisfaction, click <strong>Confirm<\/strong><\/span><\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"575\" height=\"722\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-121.png\" alt=\"\" class=\"wp-image-13445\" style=\"width:592px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-121.png 575w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-121-239x300.png 239w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-121-360x452.png 360w\" sizes=\"auto, (max-width: 575px) 100vw, 575px\" \/><\/figure><\/div>","protected":false},"excerpt":{"rendered":"<p>The Summary area can be used to store a brief description of a Name, which can be copied into other communications, keyword-searched, or displayed in Candidate Presentations as a Candidate Write-Up section.<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[98],"glossaries":[],"doc_tag":[],"knowledge_base":[26],"class_list":["post-14316","docs","type-docs","status-publish","hentry","doc_category-records","knowledge_base-pcrm","entry"],"year_month":"2026-04","word_count":117,"total_views":"343","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Working with 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