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Conga Support

Viewing a Person Profile

The Person Profile holds all the contact information for a person associated with a company, along with the functions they can perform in the Novatus system. You can also perform tasks related to the profile, including editing a person's information and removing the profile from the company.

The Person Profile is accessed from the Company Profile via the People browse screen.


People link

Click on the link 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.


Person record

Locate the person’s record, and click on it to display their Person Profile with additional information for that person.


Search option

If there are several people listed, and you want to quickly locate a person, enter the first few letters of their first or last name in the Search field and click on the icon. Click on the icon to clear the search results.

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 only know the person's first name (e.g., Chris), you could enter *Chris* 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.


Data fields

View the information captured for the company person.


Edit Person button

Click to edit the person's information.


Delete Person button

Click to delete the person's profile.


Add Person button

Click to add another person to the Company Profile.


View History button

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


Browse People button

Click to return to the People browse screen.

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