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Conga Support

Viewing Additional Company Names

The additional names associated with a company are viewed from the Additional Names browse screen in the Company Profile.

  The Company Acquisition Wizard is an effective tool in transferring responsibilities when a company changes it name.

A

Additional Names link

Click to display the Additional Names browse screen. The link is appended by a number, indicating the number of additional names for the company.

B

Additional Name records

View the additional names by which the company is known. To view additional information on the company name, click on it to display its Additional Name Profile. From the profile, you can also edit the information or delete the additional name.

C

Add Name button

Click to display a screen that will allow you to add an additional name for the company.

D

Sort option

Click on the arrow icon to the right of any column to display the Sort/Column menu. Click on Sort Ascending (A-Z and 0-9) or Sort Descending (Z-A and 9-0) to sort the data in that column.

Note: You can also quickly sort the data in a column in ascending or descending order by clicking (toggling) on the column heading.

E

Column Display option

Click on the arrow icon to the right of any column to display the Sort/Column menu, and select Columns to display a list of available fields. Select the fields you want displayed in the browse screen by clicking in the check box to the left of the field.

F

Reorder and Resize Columns

  • To resize a column, mouse over the right or left border of the header until the resize image585.png icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the image586.png icon displays during the move.