Mark a Quarterly Effort as Complete

From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Select a record to complete. The details of the quarterly effort reported display. Click Mark as Complete. The Mark as Complete page displays. To mark the record as complete, click the Mark as Complete … Read more Mark a Quarterly Effort as Complete

Edit a Quarterly Effort

From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts:  The Quarterly Efforts list displays. Select a quarterly effort record to edit: The quarterly effort detail view displays. Click the Edit button: Edit the record details as needed.For more information on Quarterly Effort fields, see the documentation article for … Read more Edit a Quarterly Effort

Delete a Quarterly Effort

From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The quarterly efforts list displays. Click on the quarterly effort record that needs to be deleted: The detail view of the quarterly effort appears. Click the red Delete button: The confirmation page displays. Review the information about the quarterly … Read more Delete a Quarterly Effort

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 Add Demographic Information to a Direct Contacts Record

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 Auto Calculate Direct Contact Demographics

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