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Conga Support

Viewing the Person Browse Screen

The Person Browse screen is your personal Address Book, and lists all the people whose information you can view, including program users, company contacts, legal entity people, and the external participants who access  Novatus via the Portal. However, the display in the screen can be filtered to show only company contacts and external participants.

  The entries in the Address Book are managed from the Person Browse screen and the Mail Distribution List Browse screen.

A

Navigation Toolbar

Click on My Place to display the menu, and then click on People to display your Person browse screen.

B

People
category list

Click on the list arrow if you want to narrow the default view from All People, and select Company People, External People, or Users.

C

Person records

Click on any record to open that Person's Profile where you can obtain additional information for the person.

Note: If a user, company contact, or external participant has been disabled, their record is displayed in gray text.

D

Search option

To quickly locate a person in the browse screen, enter the first few letters of their first or last name in the Search field, and click the image235.png icon. To clear the filter, click on the image236.png icon. You can also search by other identifiers, such as the person's email address or company.

Note: If you only know part of the person's name or other identifier, you can use both leading and trailing wild cards (denoted by an asterisk "*"). For example, if you wanted to search for all people with a Novatus email address, you would enter *@novatus* in the Search field.

Important: Use the Search Filter to limit the fields that are searched by clicking on the button to display a list of searchable fields. Select only the check box(es) for the field(s) you want to search to guarantee accurate results.

E

History icon

Click on the icon to display a history screen showing the date the person was added to the Novatus system and any changes made to the person's profile. Click the Back button to return to the Person Browse screen.

F

Add External Person button

Click if you want to add an external person to the Address Book.

G

Add Company Person

Click if you want to add a company person to a Company Profile.

H

Person records display

  • If you want to change the fields that are displayed, click on the arrow icon to the right of any column to display the Sort/Column menu. Click on Columns to display a list of available fields, and then select the fields you want displayed by clicking in the check box to the left of the field.
  • If you want the records sorted by the data in a particular column, click on the arrow icon to the right of the column to display the Sort/Column menu, and then select Sort Ascending (A-Z or 0-9) or Sort Descending (Z-A or 9-0). You can also click on a column heading to change the sort order.
  • If you want to resize a column to accommodate the information in that column, mouse over the right or left border of the column header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • If you want to reorder the columns of information, click on a 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.

I

Number of Items Shown

Click on the list arrow in the Show items list if you want to change the number of data records that display on each screen. The default is 25 records per screen, but you change the default to 5, 10, 50, or 100.

J

Jump to Page

Enter the page you want to view in the Page field and hit the Enter key on your keyboard. You can also use the previous and next arrow icons to move forward or back one page. To jump to the first/last page, use the first page and last page icons.