Community Relationships (CRM)

Manage a contact database and track interactions with individuals and communities in PEARS.

The Community Relationships module in PEARS provides a contact relationship management (CRM) system for maintaining a database of individuals you work with. Each contact record stores personal details, communication preferences, demographics, and social media information. You can also log interactions to track the communications and engagements you have with your contacts over time.

Getting Started

To access Community Relationships, hover over the Engage menu in the top navigation bar and click Community Relationships. The contacts list displays all of your records with options to search, filter, sort, and create new entries.

The search bar searches across contact names, email addresses, phone numbers, mailing addresses, and site names. A Site filter is also available to filter contacts by their associated site.

Screenshot: The Community Relationships list view showing the contacts table with columns for name, organization, unit, email, and phone, along with the search bar, filter options, and Add Person button at the top

Workflow

Building and managing your contact database involves several key tasks:

1

Add a Contact

Create a new person record with their name, unit, site, phone numbers, email addresses, and mailing address.

Add a Contact

2

Contact Demographics

Enter demographic information for a contact including gender, age, race, and ethnicity.

Contact Demographics

3

Communication Preferences

Set a contact's preferred communication methods and add their social media profiles.

Communication Preferences

4

Create an Interaction

Log an interaction to record a communication event with one or more contacts.

Create an Interaction

5

Merge Contacts

Combine duplicate contact records into a single person, preserving all associated data.

Merge Contacts

TIP: Contacts created in the CRM module can be linked to interactions, program activity registrations, and other records throughout PEARS.