🧭 Step-by-step guide
Open Contacts in First Thursday
Select the contact you want to summarise
At the top of the profile, next to the Edit and Delete icons, click the three-dot menu
Select Summarise
Wait a few seconds while the system generates the summary
✅ Best use case
Summaries are especially useful when:
You want a snapshot of a collector’s biography and professional background
You need a quick reminder of when and where you first met a contact, and who from your team was present
You’re preparing for a follow-up and want to see their past enquiries at a glance