Add Custom Data

The following article outlines how to complete the Custom Data section that may be included within 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 Custom Data Overview The Custom Data section can be used to collect data in … Read more

Complete Your Performance Review (Agent)

From the PEARS homepage, hover the cursor over the Track menu and click Performance Reviews: The Performance Review list displays. Select a performance review. The Performance Review details display. Click Edit to begin the review. The Supporting Data page displays. For any PEARS data requested, select records to include. If no records are listed, navigate to … Read more

Create a CRM Contact

General Information From the PEARS homepage, hover over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click Add: The General Information page displays: Beginning with the Name field, enter details about the contact in the pertinent fields listed. Select a Unit for the contact from the drop-down list. Optionally, add Organization, Email, and Phone Numbers. … Read more

Edit a CRM Contact

From the PEARS homepage, hover over the Track 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 … Read more

Delete a CRM Contact

From the PEARS homepage, hover over the Track 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:   … Read more

Add an Interaction to a CRM Contact

From the PEARS homepage, hover over the Track 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: … Read more

Edit a CRM Contact Interaction

From the PEARS homepage, hover over the Track 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 … Read more

Delete a CRM Contact Interaction

From the PEARS homepage, hover over the Track 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 … Read more

Encode WebNEERS Data

Users with permission to access the file importer may upload WebNEERS data to PEARS. Uploading WebNEERS data creates demographic data in PEARS. To upload WebNEERS data, complete four steps: encode the data in WebNEERS, export the data from WebNEERS, create an import in PEARS, and upload WebNEERS files to PEARS. Follow the instructions below to … Read more

Export WebNEERS Data

Users with permission to access the file importer may upload WebNEERS data to PEARS. Uploading WebNEERS data creates demographic data in PEARS. To upload WebNEERS data, complete four steps: encode the data in WebNEERS, export the data from WebNEERS, create an import in PEARS, and upload WebNEERS files to PEARS. Follow the instructions below to … Read more