Contact Email

In this module, the user can add or edit one email address at a time for the selected contact and indicate when an address is no longer valid.

 

When a Email Address Is No Longer Valid

  1. In the Thru Date field, enter the date that the email address was no longer valid or the date that you learned that the email address is not valid

  2. Click , which returns you to the Email tab

  3. On the Fax tab, click next to the email address that is current or to add a new email address, which will return you to this module.

  4. Place a check in the Primary box on the Type row

  5. Click , which returns you to the Email tab

 

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

Adding an Email Record for Global Contacts with Contact Type of CRO, Other, Project, Site or Sponsor

 

 

 

Adding an Email Record for System Users

 

 

 

Editing an Email Record for Global Contacts with Contact Type of CRO, Other, Project, Site or Sponsor

 

 

 

Editing an Email Record for System Users

 

 

Field

Description

Email*

Enter the email address of the contact using up to 50 characters.

Use for iCalendar Requests

This field is only available to Project contact types. A check in the box indicates that the user will allow dates, such as site visits, to be uploaded to Outlook. To make a change to this appointment, the user must make the change in CTMS and this will be reflected in Outlook. Changing the date in Outlook will have no impact on CTMS. Notifications are not sent with this feature.

Use for Notifications

This field is only available to Project contact types. Check this box to use this email address to send notifications and reports. A change in the site visit date will send a notification to the email address.

Institution

Using the dropdown list, select the institutions that are housed in the Global Institutions database. If the contact type is Site, then the list of institutions will be restricted to Research Facility. If the contact type is Other, then the list of institutions will be restricted to Other, IRB or SMO. If the contact type is CRO, then the list of institutions will be restricted to CRO.  If the contact type is Project, then the list of institutions will be restricted to System. If the contact type is Sponsor, then the list of institutions will be restricted to Sponsor. This field will be read only when editing an Email record that has been inherited from the Global Contact's Institution.

Type*

Select the type of address from the following choices:

  • Business

  • Business2

  • Home

  • Other

When inserting a new record, the default value is Business. This field is required.

Type Name

When the Type field is equal to Other, then the Type Name field will appear. It is limited to 25 characters and is required.

Primary

After checking this field and saving the record, the current record will be identified as the primary email address for the contact. All other email address records for this contact will be marked as non-primary.

Comment

The user can enter up to 200 characters.

Restrictions

From Date:*

The From Date is required. It will default to the current date when adding a new record. You may select an unknown date by clicking the blank check box.

Thru Date:

The Thru Date  is used to indicate when an address is no longer current or valid. You may select an unknown date by clicking the blank check box.

 

*These fields are required