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Conga Support

Locations Link

The Locations link in a Company Profile is used to display the Locations browse screen, which stores the physical addresses for a company. The link is appended by a number, indicating the number of locations that have been recorded for the company.

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

LocationLink.png

A

Locations link

Click to display the Locations browse screen.

B

Location record

Review the location records that have captured addresses for the company.

  • Click on a location record to display a Location Profile with additional information for that location.

C

History icon

Click to track a history the changes made to a location.

D

Copy to Clipboard icon

Click to copy the location address to another program or application using the Copy to clipboard prompt.

E

Copy to Clipboard prompt

Simultaneously hold down the Ctrl and C keys on your keyboard to copy the highlighted address.

  • To copy only a portion of the address, click anywhere inside the window to remove the highlighting, and then use your mouse to highlight the information you want to copy.

F

Column display 

To customize the information in a browse screen, hover over a column heading until the  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

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

H

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.

I

Add Location button

Click to add a new company location.

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