Edit an Indirect Activity

Learn how to edit an indirect activity record in PEARS.

Follow the steps below to edit an existing indirect activity record.

Screenshot: The indirect activity detail page showing the record summary with the Edit and Delete buttons visible in the actions area
circle-info

TIP: The red asterisk * next to the heading of a field indicates that the field is required.

1

From the PEARS homepage, hover over the Engage menu and click Indirect Activities.

2

Select an Indirect Activity

The Indirect Activities list displays available records. Click the record you want to edit.

3

Click Edit

On the indirect activity detail page, click the Edit button.

4

Edit the Indirect Activity

Modify the indirect activity details as needed. For field-specific guidance, refer to:

5

Save

Click Save and Continue to save changes and proceed to the next section, or click Save to save and return to the record detail page.

circle-exclamation
circle-exclamation

Last updated