Hello!

I've been working with the Zia summary feature and it's very useful. However, it seems to pull in notes and things directly "on" the Account. If I have a meeting or phone call and provided detailed summaries with the event associated to the account, it does not seem to know to pull these in. I have to copy the call or meeting summary information over to the Account notes.

Is there a way to have Zia review all things (tasks, meetings, calls, etc) associated to an account into its summary?