Learn how to edit a CRM contact record in PEARS.
Follow the steps below to edit an existing CRM contact record.
From the PEARS homepage, hover over the Engage menu and click Community Relationships (CRM).
The CRM Contacts list displays available records. Click the contact you want to edit.
On the contact detail page, click the Edit button.
Modify the contact details as needed. For field-specific guidance, refer to Create a CRM Contact.
Click Save to save your changes.
Last updated 1 month ago
