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Conga Support

Viewing a Person's Profile

The Person Profile holds all the contact information for a person associated with a company, along with the functions they can perform in the Novatus system. However, you can only view the Person Profile from the Contract Profile.

  To edit the information in a Person Profile or delete the person from Novatus, you must do so from the Company Profile.

A

People link

Click to display the People browse screen.

B

Person record

Locate the person whose profile you want to view, and click on their person record to display their Person Profile.

C

Data fields

View the information captured for the contract person.

D

View History button

Click to display a screen that shows a history of the changes made to the person's profile.

E

Browse People button

Click to return to the People browse screen.