The following article outlines how to use the Collaborators section that is found within most PEARS modules. More information is provided in each section below. To jump to a specific section, click a link from the following list: Overview Add a Collaborator Edit a Collaborator Delete a Collaborator View Collaborator Data Overview In the Collaborators … Read more
Summary: As of June of 2023, PEARS users are now able to copy, update, and edit multiple records within a module at a time. This new function slightly changes the list view to include a column of checkboxes. Affected Modules: Direct Contacts Program Activities PSE Site Activities Social Marketing Campaigns Partnerships Coalitions Indirect Activities Success … Read more
From the PEARS homepage, hover over the Engage menu and click Direct Contacts: The Direct Contacts detail page displays. Click on the Add button: The Direct Contacts General Information page displays: Place the cursor in the field labeled Unit. A drop-down list of available units displays. Click on a unit from the list to assign to … 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 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