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Conga Support

People Link

The People link in the Contract Profile is used to display the People browse screen, which stores contact information all the people associated with the contract. The link is appended by a number, indicating the number of people who have been added to the profile.

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

PeopleLink1.png

A

People link Click to display the People browse screen.

B

Person records

Review the people who have some measure of responsibility for the contract.

You cannot add, edit, or delete a company person from the Contract Profile. These tasks can only be accomplished from the People link in a Company Profile. 

C

Column display 

To customize the information in a browse screen, hover over a column heading until the  icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

D

Sort option  To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

E

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize  icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the  icon displays, you are successfully moving the column
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