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:
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.
