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Conga Support

People Link

The People link in a Company Profile displays a People browse screen showing the people associated with the company and its contracts. The link is appended by a number, indicating the number of people stored in the Profile.

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.
B Person record

Review the list of people who are associated with the company and its contracts.

  • Click on a person record to link to 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 History icon Click to display a screen that shows a history of the changes made to the person's profile.
D 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 Fixed and selecting the Term Type check box will display accurate search results for all contracts with a fixed term type.
  • Click Icon Search Clear.png to clear the filter.
E Sort option To sort the information in a column in ascending or descending order, click (toggle) on the column heading.
F Column display To customize the information in a browse 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.
G 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.
H Add Person button Click to add a company person to the Company Profile.