You can access Accounts by logging in to your Conga platform. Accounts contain information about customers or individuals with whom you conduct business.

Prerequisite: Based on user roles, the administrator has assigned View All, Read, Update and Delete permissions on the Account and Agreement objects.

ou can access Accounts from Shared Apps and view the following tabs.

• My Accounts: This is the default tab. On this tab, all the accounts created by you and their details are listed.
• Recently Viewed: You can view the list of accounts that you recently viewed.
• All Accounts: You can view the list of accounts created by other users only if you have access rights.

Viewing and Managing Accounts

Click the View Settings () icon to control the columns displayed in the grid and rearrange the column order. For more information, see Custom View Settings.

You can save a filtered view of the contact list and set it as your default,you do not have to reapply filters each time you open the the grid view (list view). For more information, see Custom Views.

You can sort accounts by clicking the column headers. Each click toggles between ascending and descending order. Accounts are initially sorted by Last Modified Date (newest first). To resize columns, hover near a column edge until the two-way arrow appears, then click and drag to adjust the width.

Use the Rows per page drop-down to control how many records are displayed per page (options include 10, 20, 30, 50, and 100). These options work alongside search and filter functions. Use the navigation buttons or page selector to browse through pages.