Contacts
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Once the customer record is saved, the "Contacts" section becomes available. This section enables users to add and manage key contact details associated with the customer. To create a new contact, click the plus icon and enter the required information.
Fields marked with an asterisk (*) are required for record creation and proper system functionality. Once the contact information is entered, click the checkmark icon to save the details.
To view or edit a contact record, click the profile button to open the Contact form, which displays the contact's details. After making any changes, click the checkmark icon to save the updates. To delete the contact record, click the trash can icon.
Notes: Deleted contacts cannot be restored.
Click the message button to compose an email directly to the contact. This action will open your default email application with the recipient pre-filled. To successfully send a message, ensure that your device’s mail app is properly configured.
The audit trail maintains a chronological, uneditable log of all recorded contacts, ensuring data integrity, compliance, and traceability. Click the audit trail icon to view event details, including actions performed, timestamps, and the users responsible. To print or download the audit trail report, press the print icon.
When printed, the report will include a stamp with a unique control number, the name of the user who initiated the print, and a timestamp detailing the date and time it was generated. This information is located in the document footer, as shown in the example below. The design complies with cGMPs, ALCOA, ALCOA+, and other data integrity and security standards for forms and documents.
Notes: Audit Trail log is intended to comply with the cGMP audit trail requirements of the 21 CFR Part 11.
