Skip to main content
Conga Support

Viewing Contract People

The people who have some measure of responsibility for a contract are added by assigning them a responsibility in the Contract Profile.  The people who hold a responsibility, as well as the company people who have been associated with the contract, can be viewed from People browse screen in the Contract Profile.

A

People link

Click on the link to display the People browse screen.

B

Person record

View the list of people associated with the contract, along with the contract responsibility assigned to them. To view additional information for a person, click on their record to display their Person Profile.

C

Sort options

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 displayed, 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.

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.

 

 

 

  • Was this article helpful?