Edit a CRM Contact

  1. From the PEARS homepage, hover the cursor over the Track menu and click Community Relationships (CRM):
  2. The CRM Contacts list displays. Click on the contact that needs to be edited:

    The Contact information slide-out displays:
  3. Click the Edit link:
  4. The editable fields display in the contact slide-out. Make changes to the contact information as needed:
  5. When all the necessary changes have been made click the Save button at the bottom of the slide-out:
  6. To close the contact slide-out, click the X at the top of the page.
    Close Contact Slide-Out