Mark a Direct Contact as Complete

Learn how to mark a direct contact record as complete in PEARS.

After completing the general information, demographics, and any required custom data, you can mark the direct contact as complete.

Screenshot: The Direct Contact detail page showing the Mark as Complete button in the actions area and the section completion indicators

1

Open the Direct Contact

Navigate to the direct contact detail page.

2

Click Mark as Complete

Click the Mark as Complete button. If any required sections are incomplete, PEARS displays a list of missing items.

3

Confirm

Confirm that you want to mark the direct contact as complete. The record is now finalized and a Completed badge appears on the detail page.

Mark as Incomplete

To make changes to a completed record, click Mark as Incomplete on the detail page to re-enable editing.