Delete a CRM Contact Interaction

Learn how to delete a CRM contact interaction in PEARS.

Follow the steps below to delete an interaction from a CRM contact record.

1

Navigate to Community Relationships

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

2

Select a Contact

Click the contact whose interaction you want to delete.

3

Locate the Interaction

In the Notes section, hover over the interaction you want to delete to reveal the edit and delete options.

4

Click Delete

Click the Delete button next to the interaction.

5

Confirm Deletion

A confirmation dialog appears. Click OK to permanently delete the interaction.

NOTE: Deleting an interaction is permanent and cannot be undone.