Contact Phone

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module, the user can add or edit one phone number at a time for the selected contact and indicate when an address is no longer valid.

 

When a Phone Number Is No Longer Valid

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 In the Thru Date field, enter the date that the phone number was no longer valid or the date that you learned that the phone number is not valid

  2. Click , which returns you to the Phone tab

  3. On the Phone tab, click next to the phone number that is current or to add a new phone number, 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 Phone tab

 

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

 

 

 

Field

Description

Country*

Select from a list of records from the Country table in the system tables. This field will contain the default country used in the configuration of the system. This field is required.  This field is read only when editing a Phone record that has been inherited from the Global Contact's Institution.

Phone Number*

If the Country field is set to any of the countries listed below, the phone number will be formatted to (999) 999-9999; otherwise, this field will not be formatted. If not formatted, then it can hold up to 50 characters. This field is required. The first entry will be set to Primary, but can be changed after another entry has been made. This field is read only when editing a Phone record that has been inherited from the Global Contact's Institution.

  • Anguilla

  • Antigua and Barbuda

  • Bahamas

  • Barbados

  • Bermuda

  • British Virgin Islands

  • Canada

  • Cayman Islands

  • Dominica

  • Dominican Republic

  • Grenada

  • Jamaica

  • Montserrat

  • Puerto Rico

  • Saint Kitts and Nevis

  • Saint Lucia

  • Saint Martin (Dutch)

  • Saint Martin (French)

  • Saint Vincent and the Grenadines

  • Trinidad and Tobago

  • Turks and Caicos Islands

  • United States

  • US Virgin Islands

Extension

The user can enter up to 5 characters. This field is read only when editing a Phone record that has been inherited from the Global Contact's Institution.

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 Address record that has been inherited from the Global Contact's Institution.

Type*

Select the type of phone number from the following choices:

  • Assistant

  • Business

  • Business2

  • Home

  • Main Office

  • Mobile

  • Other

  • Pager

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. The user can enter up to 25 characters and is required.

Primary

After checking this field and saving the record, the current record will be identified as the primary phone number for the contact. All other phone number records for this contact will be marked as either Current or Not Current..

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