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Conga Support

Editing a Person Profile

You can quickly and easily edit information stored in a Person Profile.

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



People link

Click 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 whose information you want to edit, and click on their record to display the Person Profile.


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.



Edit button

Click to display the Person Profile in edit mode.



Required fields and multi-select list

  • Edit the required fields, as needed: First Name, Last Name, and Email Address.
  • Edit the selections in the Functions multi-select list, as needed. To select a function, simply click on it. To deselect a selected function, click on it.


Optional fields and lists

Update the optional information, as needed.

Note: In entering or editing a phone number, enter the area code, followed by the phone number (e.g., 407-555-3770 or (407) 555-3770). To enter an extension, simply enter an "x" followed by the extension number (e.g., 407-555-3770 x 47). If you incorrectly enter a phone number, the Phone Number Entry window displays to assist you.


Save button

Click to save your information and edit the person's information.