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 Profile from 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 to edit the company contact's information.|
|Delete Person button||Click to delete the Profile for the company contact.|
|Add Person button||Click to add another contact person to the company.|
|View History button||Click review a history of the changes made to the company contact's information.|
|Browse People button||Click to return to the People (or Person) browse screen.|