Add a Contact

Learn how to create a new contact record in the Community Relationships module in PEARS.

This article walks through the steps to create a new person record in the Community Relationships (CRM) module.

Screenshot: The CRM Add Contact form showing the Title dropdown, Name field, Organization combobox, Linked Partners table, phone number fields, email section, and mailing address fields

TIP: The red asterisk * next to the heading of a field indicates that the field is required.

1

Navigate to Community Relationships

From the PEARS homepage, hover over the Engage menu and click Community Relationships.

2

Click Add Contact

On the Community Relationships list page, click the Add Contact button.

Screenshot: The top of the Community Relationships list with the Add Contact button highlighted next to the Export and Add Interaction buttons

3

Select a Title (optional)

In the Title dropdown, select the contact's title if applicable (e.g., Mr., Ms., Mrs., Dr.).

4

Enter the Contact's Name

In the Name field, enter the contact's full name. This field is required.

5

Enter an Organization (optional)

In the Organization field, enter the organization this contact belongs to. Start typing to pick from the organizations already used on your other contacts, or type a new name to add it.

NOTE: Organization is free text and replaces the old Site field. Contacts are no longer tied to a site record, so you can enter an employer, a school, or a community group that does not exist in Manage Sites.

6

Link Partners (optional)

In the Linked Partners table, click Add Partner to associate this contact with one or more partners.

For each row, select the Partner and optionally enter the contact's Role there — for example, "Primary contact". Click Remove to delete a row.

TIP: Linking a partner here is what makes the partner available when you log an interaction with this contact, and it is what places the contact on the partner's Contacts & Interactions roll-up. This section appears only if your organization has the Partners module enabled.

7

Enter Phone Numbers (optional)

Enter the contact's phone numbers in the available fields:

• Mobile phone number

• Home phone number

• Work phone number

8

Add Email Addresses (optional)

In the Email section, enter one or more email addresses for this contact. If you add multiple email addresses, select one as the Primary email. Click the Add Email button to add additional email addresses.

9

Enter Mailing Address (optional)

Fill in the contact's mailing address using the following fields:

• Address line 1

• Address line 2

• City

• State

• Zip Code

10

Select Categories (optional)

In the Categories field, select one or more categories to organize this contact. Categories are specific to your organization.

11

Upload a Picture (optional)

In the Picture section, click the upload area to attach a photo of the contact.

12

Add Notes (optional)

In the Notes field, enter any additional information about this contact.

13

Save the Contact

Click Save to create the contact record. After saving, you can continue to Permissions, demographics, and communication preferences.

NOTE: A contact only needs a name before it can be saved. All other fields are optional and can be filled in at any time by editing the contact record.

Who Can See the Contact

Saving a contact's general information gives it its first sharing grant, targeting the record owner's unit. Everyone in that unit gets read access; everyone else in your organization sees only the contact's name, organization, city, state, and owner, with email and phone masked.

To widen or narrow that, click Permissions in the progress panel. See Contact Permissions.

Draft a Contact with AI

If your organization has AI Entry enabled, you can describe the contact in plain language and have PEARS fill in the form. Click Fill in with AI above the form. See AI Entry.