Managing Accounts
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.
Navigating the Accounts Page
When you launch the Accounts page on the UI, you can view the following tabs.
- My Accounts: By default, the Accounts page displays the My Accounts tab. On this tab, all the accounts created by you are listed on this page along with their details.
- 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.
View Setting
View Setting
allows you to control which columns are
displayed in the grid and rearrange the column order. Click the View Settings
() icon to control
the columns displayed in the grid. For more information, see Managing View Settings.
You can save your filtered view of a record and set as the default view to avoid reselecting the filters every time you open the grid view (list view). For more information, see Managing Views.
Sorting Accounts
You can sort the accounts by clicking the column names. You can sort the accounts based on Account Name, Account Type, and Created Date. The accounts are sorted by the last modified date in descending order. Every time you click the column name, the sorting switches between ascending and descending order. You can adjust the column width by dragging the columns. Hover near the column boundaries till the two-way arrow appears. Click when the arrow appears and drag left or right to adjust the column width.
Actions Available on Accounts Page
- Click New Account to create an account. For more information, see Creating an Account.
- Click the account name link to open the Account Details page.
- Click the More icon (
) next to an account name to edit or delete an existing account.
Results per Page
At the bottom of the page, you can view the total count of accounts available. You can control the number of accounts to be displayed on each page. By default, you can view 10 records on each page.
By default, you can view 10, 20, 30, 50, and 100 accounts per page using the Rows per page drop-down list. This feature works in association with the search and filter functions to display search records per page. You can use the Next (>) and Previous (<) buttons to move to the next or the previous pages. You can also jump to a certain page using the page search component.
