How do I add or edit Products?

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From the Research Options module in Program Settings you can add a new product or edit an existing product. This is the only place in TruVoice where you can add or edit the products available for your programs.

In This Article:



  1. Select Program Settings.
  2. Select Research Options.


Add New Product

  1. Select Add New Product.


  1. The Add product window will appear.


  1. Enter a Product name, this is a required field.


  1. Select all Associated programs, this is a required field.


  1. If applicable, add Product notes.


  1. Click Save.


  1. The new product has been added to the list of available products.


Edit Product

  1. Locate the product you need to edit and select the Edit icon.


  1. The Edit product window will appear.


  1. Edit the Product name.


  1. Remove or add Associated programs.


  1. Edit or add Product notes.


  1. When all edits have been made, click Save.


  1. The product has been updated.


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