Edit a Direct Contact

Learn how to edit a direct contact record in PEARS.

Follow the steps below to edit an existing direct contact record.

Screenshot: The Direct Contact detail page showing the record summary with the Edit and Delete buttons visible in the actions area

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

1

Navigate to Direct Contacts

From the PEARS homepage, hover over the Engage menu and click Direct Contacts.

2

Select a Direct Contact

The Direct Contacts list displays available records. Click the record you want to edit.

3

Click Edit

On the direct contact detail page, click the Edit button.

4

Edit the Direct Contact

The General Information page loads. Select the section you want to update and modify the record details as needed. For field-specific guidance, refer to:

• Create a Direct Contact — General Information

• Demographics — Demographic data

5

Save

Click Save and Continue to save changes and proceed to the next section, or click Save to save and return to the record detail page.

NOTE: You may only edit Direct Contacts you created in the current reporting period, unless you are a collaborator, editable user, or Data Manager. Contact your Data Manager to access records from previous reporting periods. Organization Data Managers are listed in the PEARS Directory.