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Conga Support

Locating an Additional Name Profile

This page applies to: Conga Contracts

When an additional company name is captured, you can review the information surrounding the company name from the Additional Name Profile in its Company Profile. You can also identify companies with additional names by running a search query.

Company ProfileEdit section

1.  Open the Company Profile containing the Additional Name Profile you want to review.

2.  In the Company Profile, click the Additional Names link in the Links section of the screen.

3.  In the Additional Names browse screen, click on a company name to display its Additional Name Profile.

Search QueryEdit section

A search query to find an additional name type used by companies, such as Formerly Known As, Also Known As, and Doing Business As, is shown below.

1.  Click Search in the Navigation Toolbar, and select the Search Query link in the menu.

2.  In the Query Info view of the screen, click New in the toolbar.

3.  When the screen refreshes, set the following hierarchy in the Result Type list to search for an additional company name:

  • Company→Additional Name
    • Click in the list to display the hierarchy, and click the icon to the left of the Company folder.
    • Click the Additional Name folder.

4.  In the Criteria section, set the search hierarchy for the additional name type in the field list:

  • Company→Additional Name→Company Additional Name Type
    • Click in the list to display the hierarchy, and click the icon to the left of the Company folder.
    • Scroll past the alphabetical listing of fields in the Company Profile, and click the icon to the left of the Additional Name folder.
    • Click the Company Additional Name Type sub-folder.

5.  In the Criteria section, define the operator and value(s) for the search:

6.  Click Execute in the toolbar to run the query.

7.  When the Results view of the screen displays, click a search record to display its Company Profile.

8.  In the Company Profile, click the Additional Names link in the Links section of the screen.

9.  In the Additional Names browse screen, click on a company name to display its Additional Name Profile.

AddNameSearch.png