- From the PEARS homepage, hover the cursor 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 slide-out displays: - In the Notes section, hover the mouse cursor over the interaction that needs to be edited:
- Click the edit button:
- The interaction edit fields display:
- Make any needed edits to the interaction. Once all the changes have been made, click Save: