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Conga Support

Editing a Person Profile

You can quickly and easily edit information stored in a Person Profile.

The Person Profile is accessed from the Company Profile via the People browse screen.

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A

People link

Click to display the People browse screen. The link is appended by a number, indicating the number of people that have been added to the profile.

B

Person record

Locate the person whose information you want to edit, and click on their record to display the Person Profile.

C

Search option

If there are several people listed, and you want to quickly locate a person, enter the first few letters of their first or last name in the Search field and click on the icon. Click on the icon to clear the search results.

Note: If you only know part of the person's name or other identifier, use a leading and/or trailing wild card (denoted by an asterisk "*"). For example, if you only know the person's first name (e.g., Chris), you could enter *Chris* 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.

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D

Edit button

Click to display the Person Profile in edit mode.

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E

Required fields and multi-select list

  • Edit the required fields, as needed: First Name, Last Name, and Email Address.
  • Edit the selections in the Functions multi-select list, as needed. To select a function, simply click on it. To deselect a selected function, click on it.

F

Optional fields and lists

Update the optional information, as needed.

Note: In entering or editing a phone number, enter the area code, followed by the phone number (e.g., 407-555-3770 or (407) 555-3770). To enter an extension, simply enter an "x" followed by the extension number (e.g., 407-555-3770 x 47). If you incorrectly enter a phone number, the Phone Number Entry window displays to assist you.

G

Save button

Click to save your information and edit the person's information.