From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that needs to be edited: The Contact information displays: Click the Edit link: The editable fields display in the Contact Information section. Make changes to the contact information as needed: If you would … Read more
From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that needs to be deleted: The Contact Information displays: Click the Delete button: A pop-up displays, asking for confirmation before deleting the contact. Click Yes, Delete to permanently remove the contact from PEARS: After … Read more
From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction added: The Contact information displays: In the Notes section, click on the icon to display a drop-down list of interaction types: Click on whichever interaction type applies: In … Read more
From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction edited: The Contact information displays: In the Notes section, hover over the interaction that needs to be edited: The edit/delete options display: Click the edit button: The interaction … Read more
From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction deleted: The Contact information displays: In the Notes section, hover over the interaction that needs to be deleted: The edit/delete options display: Click the delete icon: A confirmation … Read more
The COVID-19 Impact field was created in April 2020 to help organizations track the impact of the novel coronavirus on planning programs and delivering activities. This field is optional and can be added or removed as needed. The following article outlines how to add the COVID-19 field for data entry, defines the drop-down options listed … Read more