Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Contacts Management

Contacts contain the contact details of customers or individuals.

Prerequisite: Based on user roles, the administrator has assigned View All, Read, Update, and Delete permissions on the Contact object.

Access Contacts from Shared Apps to view the following tabs:

  • My Contacts: This is the default tab on the Contacts page. All the contacts created by you are listed on this page along with their details.
  • Recently Viewed: You can view the list of contacts that you recently viewed.
  • All Contacts: You can view the list of contacts created by other users only if you have access rights.

You can adjust column visibility, apply filters, save filtered views, sort records, and customize layouts on these tabs. For more information, refer to Customize List Views.