Skip to main content
Conga Support

All Companies Screen

The All Companies screen displays a list of the companies that have Company Profiles stored in Novatus.  The information that displays for each company, such as company name and number, can be customized to meet your at-a-glance viewing needs.  The companies that display in the browse screen can also be filtered using the Status multi-select list and/or the Search option.

AllCompanies.png

A

Company record link Click on a link for a company record to display its Company Profile.

B

Company Status multi-select list

To display a list of companies by status, make one or more selections in the list.

C

Search option

  • Click Icon SearchList.png to display a list of searchable fields, and then click in the check box to the left of the fields you want to search.
  • Enter a beginning keyword or value in the Search field, and clickFor example, entering the word Supplier and selecting the Company Group check box will display accurate search results for all companies that are suppliers.
  • Click Icon Search Clear.png to clear the filter.

D

Sort option To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

E

Column display

To customize the information in the screen, hover over a column heading until the Icon Column.png icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

F

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the icon displays, you are successfully moving the column.

G

Export to Excel

Click to launch Excel and generate a spreadsheet containing all the information displayed in the screen.

H

Download Document icon

To download a document stored in the Profile, click to display a list of the documents that have been uploaded to the Profile.  Click on a document in the list to select it, and follow the onscreen prompts.

I

Show Items list

To change the number of data records that display on each screen, change the default selection.

J

Jump to Page option

To view a specific page of company records, enter a value in the Page field and press the ENTER key on your keyboard.

K

Paging option
  • To move forward or back one page, use the and icons.
  • To display the first or last page, use the and  icons.

L

Refresh option To return the browse screen to the default view after a running a search or making changes to the display, click  image053.png.