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Conga Support

Customizing the All Companies Screen

The company data that displays in your All Companies browse screen can be customized to meet your needs.

1.  Click on Companies in the Navigation Toolbar, and select the Browse Companies link.

2.  In the All Companies screen:

  • Sort the data in a column by clicking (toggling) on a column heading.
  • Update the columns that display using the Sort/Column menu.
  • Reorder and resize the columns to manage the display of information in the browse screen.

3.  Click the Novatus (or other logo) in the top left corner of the screen to return to the Dashboard.

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