Community Relationships (CRM)

Create a CRM Contact

by

From the PEARS homepage, hover the cursor over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click Add:The Add New Contact slide-out menu displays: Beginning with the Name field, enter details about the contact in the pertinent fields listed. Make sure to select a Unit for the contact from the drop-down list. … Read more

Edit a CRM Contact

by

From the PEARS homepage, hover the cursor over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that needs to be edited:The Contact information slide-out displays: Click the Edit link: The editable fields display in the contact slide-out. Make changes to the contact information as needed: When … Read more

Delete a CRM Contact

by

From the PEARS homepage, hover the cursor over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that needs to be deleted:The Contact information slide-out displays: Click the Edit link: The editable fields display in the contact slide-out: Click the Delete link at the bottom of the … Read more

Add an Interaction to a CRM Contact

by

From the PEARS homepage, hover the cursor over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction added: The Contact information slide-out displays: In the Notes section, click on the icon to display a drop-down list of interaction types: Click on whichever … Read more

Edit a CRM Contact Interaction

by

From the PEARS homepage, hover the cursor over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction edited:The Contact information slide-out displays: In the Notes section, hover the mouse cursor over the interaction that needs to be edited:The edit/delete options display: Click … Read more

Delete a CRM Contact Interaction

by

From the PEARS homepage, hover the cursor over the Track menu and click Community Relationships (CRM): The CRM Contacts list displays. Click on the contact that is having an interaction deleted:The Contact information slide-out displays: In the Notes section, hover the mouse cursor over the interaction that needs to be deleted:The edit/delete options display: Click … Read more