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 records were recorded in the CRM, the Auto-calculate option … Read more Add Demographic Information to a Direct Contacts Record

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 Mark a Direct Contacts Record as Incomplete

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: Click Save and continue to save the page … Read more Edit a Direct Contacts Record