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Conga Support

Additional Names Browse Screen

This page applies to: Conga Contracts (formerly Novatus)

The additional names associated with a company are stored in the Additional Names browse screen in a Company Profile, and are categorized as: Also Known As (AKA), Doing Business As (DBA), and Formerly Known As (FKA).  When a company changes its name (FKA), the Company Acquisition Wizard is an effective tool in transferring data and responsibilities.

Although the default additional name types are AKA, DBA, and FKA, your Administrators may have added other name types.

To access the browse screen, open a Company Profile.

NamesBrowse.png

A

Additional Names link

Click to display the Additional Names browse screen.

B

Additional Name records

Click on an additional name record to display its Additional Name Profile.

  • From the Profile, you can edit and delete the additional company name.

C

Sort option

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

D

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.

E

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.
F Add Name button Click to add an additional name for the company.