eTM Help > Study Planning > Contact List >

Create a Contact

Cick on the CONTACT icon in the left horizontal toolbar.

To enter a new Contact, click on ADD in the horizontal toolbar.

Consists of 1 window in 3 parts in the screen.



Person Tab
Name.

Only if you have the right to add new contact, the add button will be available.
Only if you have CHECK FOR DUPLICATE your person, the software allows you to access to the location and activity parts.
Once 'Duplicate' have been searched for, and the Contact window again been displayed, the 'Location' and 'Activity' parts will be active; There is a built-in security feature to prevent duplicate entry of information into the correspondent database.
You can not save only the person without associated to it a location (at least a country).

To avoid the duplicate, check for duplicate your person with the minimum data (name or beginning of the name).






Location Tab
Country
The LOCATION SELECTION option will display any pre-existing addresses meeting the data entered for the location.
As in the Person tab, it is important to check for pre-existing data before creating new data.
If necessary, the search criteria may be refined.
To avoid the duplicate, check for duplicate your location with the minimum data (country or city).





Activity Tab