The Person Profile holds all the contact information for a person associated with a company, along with the functions they can perform in Conga Contracts.
Open the Person Profilefrom the Person browse screen in your Tools menu, or the People browse screen in a Company Profile.
Data fields
Review the information captured for the company contact, including their physical address, email address, contact numbers, and the function(s) they hold in Conga Contracts.
Edit Person button
Click toeditthe company contact's information.
Delete Person button
Click todeletethe Profile for the company contact.
Add Person button
Click toaddanother contact person to the company.
View History button
Click review ahistoryof the changes made to the company contact's information.
Browse People button
Click to return to the People (or Person) browse screen.