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Conga Support

Viewing Events

A list of the events that have been created for a contract or company are displayed in the Events browse screen in a Contract Profile or Company Profile. The status of an event can be Scheduled, Due, Escalated, Past Due, and Closed.  Novatus continues to send out emails messages for all events, except closed events, unless an end date was stipulated.

     The events for which you have some measure of responsibility are displayed in your Upcoming Events Portlet in the Dashboard and can also be accessed by selecting the Events link in your My Place menu.

Events are viewed from the Events browse screen in a Contract Profile or Company Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to viewing events in a Company Profile.

A

Events link

Click to display the Events browse screen.

B

Event records

C

New Event button

Click to add an event.

D

Event records display

  • If you want to change the fields that are displayed, click on the arrow image735.png icon to the right of any column to display the Sort/Column menu. Click on Columns to display a list of available fields, and then select the fields you want displayed by clicking in the check box to the left of the field.
  • If you want to change the sort order of the information in a column, click (toggle) on the column heading.
  • If you want to resize a column to accommodate the information in that column, mouse over the right or left border of the column header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • If you want to reorder the columns of information, click on a 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.

E

Jump to Page options

Enter the page you want to view in the Page field and hit the Enter key on your keyboard. You can also use the previous and next arrow icons to move forward or back one page. To jump to the first/last page, use the first page and last page icons.

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