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Conga Support

Addresses Browse Screen

The Addresses browse screen is used to access the existing company locations , which that can be associated with the Addresses link.  Any company location can be identified as an address for the contract, or a new company location can be added from the Contract Profile and then identified as a contract address.

To access the browse screen, open a Contract Profile.

Address Browse.png

A

Addresses link

Click to display the Addresses browse screen.

B Address records

Review the types of address records associated with contract.

If the Address Type is Primary Address, the contract address is the same as the company address that was captured in the Address Information section of the Company Profile.

C History icon Click to view a history of the changes made to the address in its Location Profile.
D Copy icon Click   to copy the address block so that it can be pasted into another application, window, or screen.
E Sort option To sort the information in a column in ascending or descending order, click (toggle) on the column heading.
F Column Display option

To customize the information in a browse screen, hover over a column heading until the Icon Column.png 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.

The Actions field must be selected or the History and the Copy icons will not display.

G 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.B
H

Edit Addresses button

Click to display the browse screen in edit mode where you can: