- From the PEARS homepage, hover the cursor over the Track menu and click Direct Contacts:
- The Direct Contacts list displays. Select a record to edit.
- The Direct Contact details display. Click the Edit button:
- The Direct Contacts General Information page displays. Click on whichever page needs to be edited:
- 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.
- 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.
✓ TIP: By default, your Direct Contact list shows records that you have created in the current reporting year. Click the Filter button to filter for other records.