Optionally, include any Communication Preferences and Social Media links for this contact.
✓ TIP: The CRM module is available for organizations that use PEARS to report Cooperative Extension data.
✓ TIP: The asterisk (*) next to the heading of a field indicates that the field is required. You will not be able to save the until you have added input into that field.
✓ TIP: Using categories is optional for each organization. There may not be any categories listed for your organization. Please contact your Organization Administrator with any questions about using CRM categories. Organization Administrators are listed in the PEARS Directory: https://pears.oeie.org/accounts/directory/
✓ TIP: Organization Administrators can edit the list of categories via the Manage Lists admin page. For more information about managing lists, see the following article: Manage Lists.
✓ TIP: Save and continue proceeds to the Demographics section and saves. Save and close takes you back to the list view of current relationships (shown under step 2 screenshot) and saves.
NOTE: Demographics are an optional section in Community Relationships (CRM). The demographics of each relationship are only viewable from the edit mode. See Edit a CRM Contact to navigate into edit mode.