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Provides a concise overview of a constituent by displaying selected data from the constituent’s record. It is displayed at the top of the screen on the Constituent view, no matter which tab is currently being viewed on the record.

The information in the Constituent Summary box only changes when you change views on a record. i.e. – Slightly different information is displayed when the record is viewed as a Prospect, Event registrant, Alumnus or Group member.

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