Auto Calculate Quarterly Effort Contacts

In each Quarterly Effort record, PEARS can automatically calculate your total contacts for the quarter based on data reported in Program Activities and Direct Contacts. 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 five … Read more

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

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

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

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: ¬†Place 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