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CTMS v3.0 Online Help
CTMS v3.0 Online Help
  • What’s New in CTMS v3.0?
  • Job Aids and Video Tutorials
  • PDF User Guides
  • How to Use CTMS
  • Dashboard
  • Sponsors
  • Programs
  • Product
  • Studies
  • Site Visit Documentation
  • Organizations
  • Contacts
  • User Management
  • Activity Templates
  • Activity Plan Templates
  • Milestones
  • Analytics
  • FAQ's
  1. Home
  2. Job Aids and Video Tutorials

    This section showcases the Job Aids and Video Tutorials for CTMS.

  3. CTMS v2.0
  4. Video Tutorials
  5. Contacts Management
  • Job Aids and Video Tutorials

    This section showcases the Job Aids and Video Tutorials for CTMS.

    • CTMS v3.0
    • CTMS v2.1
    • CTMS v2.0
      • Job Aids
      • Video Tutorials
        • General
        • Activities Management
        • Contacts Management
        • Organization Management
        • Product Management
        • Program Management
        • Site Visit Management
        • Sponsor Management
        • Study Management
        • Milestone
        • Subject Management
    • CTMS v1.6
    • CTMS v1.5
    • CTMS v1.4
    • CTMS v1.3
    • CTMS v1.2
    • CTMS v1.1

Contacts Management

  • How to Associate a Contact to a Product (01:36)
  • How to Associate a Contact to an Organization (02:33)
  • How to Associate a Contact to a Site (02:13)
  • How to Create and Edit a Contact (03:07)
  • How to Import Contacts (01:26)
  • How to Merge Global Contacts (01:58)
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