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Conga Support

Identifying a Required Person Field

Novatus designates a number of fields and lists in the default Person Profile screen as required.  Administrators can also designate any of the other system fields and lists as required.

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A

Navigation Toolbar

Click on Admin to display the menu, and select Lists to display the List Administration screen.

Note: If the Lists link is not in your Admin menu, you do not have the permissions to use this feature.

B

Field List category

Locate the People category by entering "peo" (or people) in the Search field, and pressing the Enter key on your keyboard. To clear the search results, click on the icon.

Note: There is one list in the People category, and a link to the fields that can be made mandatory in a Person Profile.

C

People Required Fields link

Click to display a list of the optional fields in the Person Profile that can be designated as required fields.

Note: A Person Profile is created by selecting the People link in a Company Profile.

D

Required check box

Click inside the check box for a field to select it and make the field required. To change a field from required to optional, simply de-select the field's Required check box by clicking on it.

E

Save button

Click to save your information and identify a field in the Person Profile as required.

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