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Conga Support

People Browse Screen - Company

This page applies to: Conga Contracts

The points of contact (POCs) for a company are stored in the People browse screen in a Company Profile.

To access the browse screen, open a Company Profile.

PersonBrowse.png

A

People link

Click the link to display the People browse screen.

B

Company Contact record

Click on a company contact’s record to display their Person Profile with additional information.

  • From the Profile, you can add a company contact, edit their information, and delete them.

C

Search option

Locate a contact person by typing the first few letters of their first or last name in the Search field, and clicking .  To clear the filter, click .

 You can also search for a contact person using any of the other fields in the Icon SearchList.png list.  For example, if you wanted to search for all people in a specific city, you would ensure City is selected in the Search list, and enter Atlanta in the Search field.

D

History icon

Click on the icon to display a screen that shows a history of the changes made to the contact person's information.

E

Sort option

To sort the information in a column in ascending or descending order, click (toggle) on the column heading.
F

Column Display option

To customize the information in a browse screen, hover over a column heading until the Icon Column.png icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.
G Reorder and Resize Columns
  • To resize a column, hover over the right or left border of the column heading until the resize icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the icon displays, you are successfully moving the column.

H

 Show Items list

Click on the list arrow icon if you want to change the number of records that display on each screen. The default is 25 records per screen, but you change the default to 5, 10, 50, or 100.

I Paging option
  • To move forward or back one page, use the and icons.
  • To display the first or last page, use the and  icons.
J Jump to Page option To view a specific page of contract records, enter a value in the Page field and press the ENTER key on your keyboard.
K Refresh option To return the browse screen to the default view after a running a search or making changes to the display, click  image053.png.
L Add Person button

Click to add a contact person to the Company Profile.

You can also add a company contract from the Person browse screen in your MyPlace menu.