Under the Documentation and Interactions Tab, the Documentation Summary Tab provides all note information in the database related to this constituent - Revenue notes, Membership notes, Interaction notes - so you can view and manage this information from one central location. You may notice you are not able to see the Documentation Summary Tab when accessing the Documentation and Interactions Tab on a constituent record.
We are currently evaluating this issue and will update this article when we have more information.
Steps to Duplicate
In Altru 4.96, open a constituent record.
Navigate to the Documentation and Interactions Tab
Notice the "Documentation Summary Tab" does not appear. You only see the tabs for "Constituent Documentation," "Interactions," and "Surveys."