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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.

A

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.

B

Person record

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

C

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.

D

Data fields

View the information captured for the company person.

E

Edit Person button

Click to edit the person's information.

F

Delete Person button

Click to delete the person's profile.

G

Add Person button

Click to add another person to the Company Profile.

H

View History button

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

I

Browse People button

Click to return to the People browse screen.

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