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Conga Support

History Link

The History link in a Company Profile is used to display the History browse screen, which records the updates that have been made to the Profile. The link is appended by a number, indicating the number of history records stored in the Profile.

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

HistoryLink3.png

A

History link

Click to display the History browse screen.

B

History records

Review the changes that have been made to the Company Profile. 

   A change has been made to a field if the Original Value column is populated. The new value for the field is displayed in the corresponding Updated Value column.

C

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.

D

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

E

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.
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