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Conga Support

Viewing an Additional Name Profile

The Additional Name Profile records and stores information for a company that undergoes a name change due to merger or acquisition, or when the company elects to use a different name when conducting business. An additional name can also pertain to an alternate name by which a company is known, such as an acronym for the full corporate name.

The Additional Name Profile is accessed from the Additional Names browse screen in the Company Profile.

A

Additional Names link

Click to view the Additional Names browse screen. The link is appended by a number, indicating the number of additional names for the company.

B

Additional Name records

Locate the additional name you want to view, and click on it to display its Additional Name Profile.

C

Additional Name fields and lists

View the information for the additional name. To edit the information in a field, click in the field to activate it, and then type over the existing text, or make a different selection in the list.

D

Delete button

Click to delete the additional name from the Company Profile.

E

Cancel link

Click to return to the Additional Names browse screen.