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Conga Support

Deleting a Person Profile

You can delete a Person Profile if the individual is no longer working on contract management or leaves the company.

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 you want to delete, 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 last name (e.g., Rose), you could enter *Rose* 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

Delete Person button

Click to display a delete confirmation prompt.

E

Yes option

Select to delete the person from the Company Profile.