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Conga Support

Products Browse Screen

This page applies to: Conga Contracts (formerly Novatus)

Information for the products covered by a contract can be captured and stored in the Products screen in the Contract Profile.  This information can be used to track product pricing and quantity changes, or simply provide a central location where product information can be viewed.

To access the browse screen, open a Contract Profile. 

You can also review the products stored in a Contract Profile from the Product Grid.

Product1.png

A

Products link

Click to display the Products browse screen.

B

Product records

View the list of products added to the Contract Profile.

C

New Product button

Click to add a product.

D

Edit Product Grid button

Click to manage the products in the Grid, including viewing all products, adding a product, editing product information, and deleting a product.

E

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

F

Column display To customize the information in a browse screen, hover over a column heading until the  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 options
  • To resize a column, mouse over the right or left border of the header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move
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