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Conga Support

Editing Company Information

You can easily edit the information stored in a Company Profile in Novatus.

A

Navigation Toolbar

Click on Companies to display a menu, and select the Browse Companies link.

B

Company records

Locate the company whose information you want to edit, and click on it to display the Company Profile screen.

Note: If you know the "status" of the company, make the appropriate selection in the Company Status list to filter the company records in the browse screen.

C

Search option

To quickly locate a company, type the first few letters of the company name, or other identifier, in the Search field, and then click the icon.

Note: If you only know part of the company name or other identifier, use a leading and/or trailing wild card (denoted by an asterisk "*"). For example, if you know the company name is Novatus, but you're unsure of the spelling, you could enter *Nov* 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

Edit button

Click to display the Company Profile in edit mode.

Note: If the Edit button is not present, you do not have permission to edit Company Profiles.

E

Company fields and lists

  • Update the information in the required fields and lists (Company Name, Company Group, and Status), as needed. The Company Number field may be editable if you Administrator has enabled this option.
  • Update the information in the optional fields and lists (Tax ID number (TIN), DUNS number, Website URL, Company Type, Category, physical address, phone numbers, and Description), as needed.

Note: If a question mark icon appears next to a list you are editing, type the first letter of your update into the field to automatically populate the field, without having to scroll through the list of available entries.

F

Save button

Click to save your changes to the Company Profile.