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Conga Support

People Link

The People link is used to display the People browse screen, which stores contact information all the people associated with the contract.

To access the People browse screen, open a Contract Profile, and scroll to the Links section of the screen.

A

People link

Click to display the People browse screen. The link is appended by a number, indicating the number of people who have been added to the profile.

B

Person record

Click on an individual’s record to display their Person Profile (shown below) with additional information for that person. From the profile, you can also view a history of the changes made to the person's profile.

C

Sort option

If you want to change the sort order of the data in a column, click on the column heading to toggle the sort order.

D

Column Display option

If you want to filter the information that displays, 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 screen by clicking in the check box to the left of the field.

E

Reorder and Resize Columns

  • To resize a column, mouse over the right or left border of the header until the resize 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 icon displays during the move.

  You cannot add people, edit a person’s information, or delete a person from the Contract Profile. These tasks can only be accomplished from a Company Profile or from the People link in the My Place menu.

 

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