Edit Contacts

To edit contacts, follow the steps below.

  1. Click on the checkbox next to the contact.

  2. Within the metadata panel on the right-hand side, make changes to the following metadata fields.

    1. Contact Type*: Select a contact type from the dropdown list.
    2. Main Contact: Check or uncheck the Main Contact checkbox to designate the contact as a main contact. If selected, the Main Contact column in the contacts screen will display Yes and vice versa.
    3. Email Address: This field is non-editable.
    4. First Name: Enter or update the contact's first name.
    5. Last Name: Enter or update the contact’s last name.
    6. Address: Enter or update the contact’s address.
    7. City: Enter or update the contacts city.

    8. State: Enter or update the contact’s state.
    9. Zip Code: Enter or update the contact's zip code.
    10. Country: Select a country from the dropdown list.
    11. Phone No: Enter or update the contact phone number.
    12. Mobile No: Enter or update the contact's mobile number.

    13. Prefix: Enter or update the contact’s prefix.
    14. Suffix: Enter or update the contact’s suffix.
    15. Clinical Trial Experience: Enter or update the contact's clinical trial experience.
    16. Provide Documents: Check or uncheck the Provide Documents checkbox to enable or disable this setting. If selected, the Provide Document column in the contacts screen will display Yes and vice versa.
    17. Start Date: Select or update the start date using the calendar icon. This indicates when the contact started working at the site.

    18. End Date: Select or update the end date using the calendar icon. This indicates when the contact stopped working at the site.

  3. Once all the changes are made, click on the Save button.