Creating Contact Records

Complete the procedure in this topic to create a contact record.

To create a contact record

Navigate to the Contacts screen, then the Contacts List view.

In the Contacts list, create a new record and complete the necessary fields. Some fields are shown in the following table.

Field	Comments
My Address	Select the addresses for the contact. A contact can have more than one address. You must specify one address as the primary address. Each CRA (clinical research associate) assigned to the contact can specify a different address as the primary address. For example, one CRA might specify a private office as the primary address, while another CRA might specify a hospital department as the primary address.
Team	Select the CRAs assigned to the contact. The team member who creates the contact record is the primary team member.

Field

Comments

My Address

Select the addresses for the contact. A contact can have more than one address. You must specify one address as the primary address. Each CRA (clinical research associate) assigned to the contact can specify a different address as the primary address. For example, one CRA might specify a private office as the primary address, while another CRA might specify a hospital department as the primary address.

Team

Select the CRAs assigned to the contact. The team member who creates the contact record is the primary team member.

Navigate to other views to add or associate additional information with the contact record.
For example, use the Relationships view to associate site coordinators and other site personnel with the contact. For more information about creating and maintaining contact records, see Siebel Life Sciences Guide.