Edit a Direct Contacts Record

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  1. From the PEARS homepage, hover over the Engage menu and click Direct Contacts:
    Select Direct Contacts from Engage menu
  2. The Direct Contacts list displays. Select a record to edit.
     
  3. The Direct Contact details display. Click the Edit button:
  4. The Direct Contacts General Information page displays. Click on whichever page needs to be edited:
  5. Edit the record details as needed.
    For more information on Direct Contact fields, see the documentation article for the specific section: General Information, Custom Data, or Demographics.
  6. Click Save and continue to save the page and move to the next section, or click Save to save the current changes and view the record details.
    Save and Continue or Save