Learn how to create a new contact record in the Community Relationships module in PEARS.
This article walks through the steps to create a new person record in the Community Relationships (CRM) module.
Screenshot: The CRM Add Person form showing the Title dropdown, Name field, Unit selector, Organization field, phone number fields, email section, and mailing address fields
TIP: The red asterisk * next to the heading of a field indicates that the field is required.
1
Navigate to Community Relationships
From the PEARS homepage, hover over the Engage menu and click Community Relationships.
2
Click Add Person
On the Community Relationships list page, click the Add Person button.
Screenshot: The Community Relationships list page with the Add Person button highlighted in the top-right area
3
Select a Title (optional)
In the Title dropdown, select the contact's title if applicable (e.g., Mr., Ms., Mrs., Dr.).
4
Enter the Contact's Name
In the Name field, enter the contact's full name. This field is required.
5
Select a Unit
In the Unit field, select the extension unit associated with this contact. This field defaults to your primary unit.
6
Select an Organization (optional)
In the Organization field, select the site or organization associated with this contact.
7
Enter Phone Numbers (optional)
Enter the contact's phone numbers in the available fields:
Mobile Phone
Home Phone
Work Phone
8
Add Email Addresses (optional)
In the Email section, enter one or more email addresses for this contact. If you add multiple email addresses, select one as the Primary email. Click the Add Email button to add additional email addresses.
9
Enter Mailing Address (optional)
Fill in the contact's mailing address using the following fields:
Address
Address Line 2
City
State
Zip Code
10
Select Categories (optional)
In the Categories field, select one or more categories to organize this contact. Categories are specific to your organization.
11
Upload a Picture (optional)
In the Picture section, click the upload area to attach a photo of the contact.
12
Add Notes (optional)
In the Notes field, enter any additional information about this contact.
NOTE: A contact must have at least a name and unit before it can be saved. All other fields are optional and can be filled in at any time by editing the contact record.
