Add a New Direct Contacts Record

From the PEARS homepage, hover the cursor over the Track menu and click Direct Contacts: The Direct Contacts detail page displays. Click on the Add button: The Direct Contacts General Information page displays: ┬áPlace the cursor in the field labeled Unit. A drop-down list of available units displays. Click on a unit from the list … Read more

Add Demographic Information to a Direct Contacts Record

From the PEARS homepage, hover the cursor over the Track menu and click Direct Contacts: The Direct Contacts list displays. Click on the record that needs demographics information: The Direct Contact details display. Click on the Demographics link:The demographics page displays: If the interactions for this record were recorded in the CRM, the Auto-calculate option … Read more

Auto Calculate Direct Contact Demographics

In each Direct Contacts record, PEARS can automatically calculate your total contacts for the quarter based on data reported in the Community Relationships module (CRM). For more information on how to auto calculate contacts, see the Instructions section, listed below. For more information on the logic used to auto calculate contacts, see the following four … Read more

Mark a Direct Contacts Record Complete

From the PEARS homepage, hover the cursor over the Track menu and click Direct Contacts: The Direct Contacts list displays. Click on the record that needs to be marked as complete: The Direct Contact details display. Click on the Mark as Complete link: The Mark as Complete section displays. Click Mark as Complete: A pop-up … Read more

Mark a Direct Contacts Record as Incomplete

From the PEARS homepage, hover the cursor over the Track menu and click Direct Contacts: The Direct Contacts list displays. Click on the record that needs to be marked as incomplete: The Direct Contact details display. Click on the Mark as Incomplete link: The Mark as Incomplete section displays. Click Mark as Incomplete: A pop-up … Read more

Edit a Direct Contacts Record

From the PEARS homepage, hover the cursor over the Track menu and click Direct Contacts: The Direct Contacts list displays. Select a record to edit. The Direct Contact details display. Click the Edit button: The Direct Contacts General Information page displays. Click on whichever page needs to be edited: Edit the record details as needed.For … Read more

Delete a Direct Contacts Record

From the PEARS homepage, hover the cursor over the Track menu and click Direct Contacts: The Direct Contacts list displays. Select a record to delete. The Direct Contact details display. Click the Delete button: A page displays asking to confirm the deletion. Click Yes to confirm: The Direct Contacts list displays, along with an image … Read more

Add Custom Data

The following article outlines how to complete the Custom Data section that may be included within PEARS modules. More information is provided in each section below. To jump to a specific section, click a link from the following list: Overview Add Custom Data Overview The Custom Data section can be used to collect data in … Read more