From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts list displays. Click on the record that needs demographics information: The Direct Contact details display. Click on the Demographics link: The demographics page displays: If the interactions for this record were recorded in the CRM, the Auto-calculate option can … Read more
In each Direct Contacts record, PEARS can automatically calculate your total contacts for the quarter based on data reported in the Community Relationships module (CRM). For more information on how to auto calculate contacts, see the Instructions section, listed below. For more information on the logic used to auto calculate contacts, see the following four … Read more
From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts list displays. Click on the record that needs to be marked as complete: The Direct Contact details display. Click on the Mark as Complete link: The Mark as Complete section displays. Click Mark as Complete: A pop-up window displays, … Read more
From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts list displays. Click on the record that needs to be marked as incomplete: The Direct Contact details display. Click on the Mark as Incomplete link: The Mark as Incomplete section displays. Click Mark as Incomplete: A pop-up window displays, … Read more
From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts list displays. Select a record to edit. The Direct Contact details display. Click the Edit button: The Direct Contacts General Information page displays. Click on whichever page needs to be edited: Edit the record details as needed.For more information on … Read more
From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts list displays. Select a record to delete. The Direct Contact details display. Click the Delete button: A page displays asking to confirm the deletion. Click Yes to confirm: The Direct Contacts list displays, along with an image confirming the successful deletion … Read more
From the PEARS homepage, hover over the Engage menu and click Program Activities: The Program Activities list displays. Select a Program Activity to copy. The Program Activity details display. Click More, and select Copy. The Copy page displays. By default, “Copy of” is added to the beginning of the Program Activity name. Change the name of the … Read more
From the PEARS homepage, hover over the Engage menu and click Program Activities: The Program Activity list displays. Click Add: The General Information page displays. First, choose a name for the Program Activity. Each organization may suggest naming conventions. If applicable, in the Program Areas field, select the program areas associated with the Program Activity. Select multiple … Read more
From the PEARS homepage, hover over the Engage menu and click Program Activities: The Program Activities list displays. Select a Program Activity to edit.The Program Activity details display. Click SNAP-Ed Custom Data:The SNAP-Ed Custom Data page displays. If applicable, select a template. Other fields on the SNAP-Ed Custom Data page will be automatically filled out, based on … Read more
From the PEARS homepage, hover over the Engage menu and click Program Activities: The Program Activities list displays. Select a Program Activity to edit. The Program Activity details display. Click Youth Programming: The Youth Programming page displays: From the drop-down list, select the delivery mode of the program. From the drop-down list, select the project … Read more