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Conga Support

Person Profile - Company Contact

This page applies to: Conga Contracts

The Person Profile holds all the contact information for a person associated with a company, along with the functions they can perform in Conga Contracts (formerly Novatus).

Open the Person Profile from the Person browse screen in your MyPlace menu, or the People browse screen in a Company Profile.

PersonProfile.png

A

Data fields

Review the information captured for the company contact, including their physical address, email address, contact numbers, and the function(s) they hold in Conga Contracts (formerly Novatus).

B

Edit Person button

Click to edit the company contact's information.

C

Delete Person button

Click to delete the Profile for the company contact.

D

Add Person button

Click to add another contact person to the company.

E

View History button

Click review a history of the changes made to the company contact's information.

F

Browse People button

Click to return to the People (or Person) browse screen.