Add an Interaction to a CRM Contact

  1. From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM):
    Select CRM from Engage menu
  2. The CRM Contacts list displays. Click on the contact that is having an interaction added:
    The Contact information displays:
  3. In the Notes section, click on the icon to display a drop-down list of interaction types:
    Click on whichever interaction type applies:
  4. In the text field below, add any notes about the interaction:
  5. Hover over and click in the field labeled Program Areas. A drop-down menu displays. Select which program area the interaction involves. Repeat the process to add multiple program areas, if needed:
  6. Next, enter the amount of time the interaction took:
  7. Hover over and click in the field labeled When. A calendar pop-up displays. Select the date and time that the interaction took place:
  8. Optionally, this interaction can be made to be private. To do so, click on Shared with my org:
    The icon next to the link will change color:
  9. When all information has been entered for the interaction, click Add Note: