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Conga Support

People Link

The People link in a Company Profile is used to display the People browse screen, which lists all the people associated with the company and its contracts.

To access the People browse screen, open a Company Profile, and scroll down to the Links section of the 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

View the list of people who are associated with the company.

Note: If you want to view additional information for a person, click on their record to display their Person Profile. From the profile, you can edit a person’s information or delete the person. You can also add a new person to the Company Profile from this screen.

C

Search option

To quickly locate a person, type the first few letters of their first or last name or other identifier in the Search field, and click the icon. To clear the filter, click on the icon.

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 wanted to search for a person who has a Novatus email address, 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

History icon

Click on the icon to display a screen that shows a history of the changes made to the person's profile.

E

Add Person button

Click to display a screen that will allow you to add a person to the Company Profile.

F

People records display

  • If you want to change the fields that are displayed, click on the arrow icon to the right of any column to display the Sort/Column menu. Click on Columns to display a list of available fields, and then select the fields you want displayed by clicking in the check box to the left of the field.
  • If you want to change the sort order of the data in a column, click on the column heading to toggle the sort order.
  • If you want to resize a column to accommodate the information in that column, mouse over the right or left border of the column header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • If you want to reorder the columns of information, click on a column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.
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