Contact Fax

In this module, the user can add or edit one fax number at a time for the selected contact, indicate the primary fax number and when a fax number is no longer valid. To inactivate a fax number, if the record is linked , then you must go to the source module where the record was created and click the Inactivate button. The source modules include Global Contacts, Global Institutions, or My Settings.

 

When a Fax Number Is No Longer Valid

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 In the Thru Date field, enter the date that the fax number was no longer valid or the date that you learned that the fax number is not valid.

  2. Click Save, which returns you to the previous Fax tab and makes the address Not Current if the date is prior to today's date.

 

To Make a Fax Number Primary

  1. To add another fax record and make it primary, on the previous Fax tab, click the Add New Fax button or to make a current fax number primary, click next to the fax number that is current, which will return you to this module.

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

  3. Click Save, which returns you to the previous Fax 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 will be read only when editing a Fax record that has been inherited from the Global Contact's Institution.

Fax Number

If the Country field is set to any of the countries listed below, then the fax 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 will be read only when editing a Fax 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

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

Type

Select the type of fax number from the following choices:

  • Business

  • Business2

  • Home

  • Main Office

  • 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 phone number for the contact. All other phone number records for this contact will be marked as non-primary.

Comment

The user can enter up to 200 characters.

DATE RANGE

 

From Date:

The From Date is required. It will default to the current date when adding a new record.

Thru Date:

The Thru Date  is used to indicate when an fax number is no longer current or valid.