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Conga Support

Editing a Company Location

The information for a location is edited from its Location Profile. The profile is accessed from the Locations browse screen in a Company Profile.

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A

Locations link

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

B

Location records

Locate the location you want to edit, and click on it to display its Location Profile. You can also delete a location from the profile.

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C

Edit Location button

Click to display the profile in edit mode.

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D

Location Name

If you want to edit the name of the location, click in the field and type over the existing text. Location Name is the only required field.

Note: If you need help populating a field, mouse-over its icon to display a quick tip with helpful information or instructions.

E

Optional fields and lists

  • If you want to edit the Address Lines, Postal Code, or Phone/Fax Number fields, click in the field and type over the existing text.
  • If you want to edit the State/Province, Country, or Location Type list, make a different selection in the list.

Note: In entering 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.

F

Save button

Click to save your information and add the company location.

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