Learn how to edit a CRM contact interaction in PEARS.
Follow the steps below to edit an existing interaction on a 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 whose interaction you want to edit.
In the Notes section, hover over the interaction you want to edit to reveal the edit and delete options.
Click the Edit button to open the interaction fields for editing.
Modify the interaction details as needed. For field-specific guidance, refer to Create an Interaction.
Click Save to save your changes.
Last updated 1 month ago
