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Conga Support

Products Link

The Products link in a Contract Profile is used to display a Products browse screen, which stores information on any products that are covered by a contract. The link is appended by a number, indicating the number of product records stored in the profile.

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

ProductLink1.png

A

Products link

Click to display the Products browse screen.

B

Product records

Review the products that have been added to Contract Profile.

  • Link to a Product Profile screen with additional information for a product by clicking on its product record.
    • From the Profile, you can edit the product's information or delete the product.

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.

F

New Product button Click to add a product to the product grid.

G

Edit Product Grid button

Click to display a screen that allows you manage the products stored in the Product Grid.

The Product Grid allows you to edit (or delete) more than one product from a single location. The grid is a convenient alternative to editing or deleting products individually from their Product Profiles.

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