eTM Help > Study Planning > Contact List >

Create/Edit your Personal Contact List

Click SEARCH at the top of the Contact List (only that button gives you access to the global correspondent database).


Use down fields to select the operator (e.g., Is equal to) and the criteria fields to enter/select the corresponding values.
Search Criteria can be saved in a Library (Button: SAVE ).


To enter your investigators, nurses, etc. as associated personnel for your study at the other levels in a convenient way, it is necessary to add them to your personal correspondent list first.



If these criteria are sufficient for your search, which they will be in most cases, you can click on in the horizontal toolbar (START SEARCH) to start searching the global database without entering other criteria. After having clicked START SEARCH, the results of your search will be listed automatically, i.e., Contact search result window is displayed.
If you want to retrieve all available correspondents from the global correspondent database to your personal correspondent list, select operator Not empty' for the field Name' and then click on .

Options in Search Contact(s) tool bar:
START SEARCH: to start the search with the defined criteria.
REMOVE SEARCH CRITERIA: to remove all criteria.
SAVE CRITERIA IN LIBRARY: to save search criteria as query in the library.

Option in Search Contact(s) window:
OPEN LIBRARY: to open the library of saved search queries.





If you click on REPLACE LIST, this replaces your current personal correspondent list.