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Conga Support

Viewing the Person Profile History

The History feature in the Person Profile records and stores all changes to the profile, allowing this information to be easily obtainable when needed.

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

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 history you want to view.

C

Search option

If there are several people listed, and you want to quickly locate a person, enter the first few letters of their 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.

D

History icon

Click on the icon for the person whose history you want to view to display their History screen.

E

Updated Value fields

View the changes made to the Person Profile.

Note: A change has been made if there is information in the Original Value column for a field. The new value for the field is displayed in the corresponding Updated Value column.

F

Back button

Click to return to the People browse screen.