Conga Product Documentation

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Additional Names Link

The Additional Names link in a Company Profile displays an Additional Names browse screen showing any additional names for the company, including an AKA (also known as), DBA (doing business as), or FKA (formerly known as) name. The link is appended by a number, indicating the number of additional names for the company.

To access the Additional Names browse screen, open a Company Profile, and scroll down to the Links section of the screen.

Additional Names link

Click to display the Additional Names browse screen.

Additional Name records

Review the additional names by which the company is known (AKA), as well as any other names the company uses to conduct business (DBA) and any former names of the company (FKA).

  • Click on an additional name record to link to the Additional Name Profile.
  • From the Profile, you can edit the information for an additional name, or delete it.

Column display

To customize the information in a browse screen, hover over a column heading until the column icon displays, and click on it to open the Sort/Column menu. Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

Sort option

To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the green checkmark icon displays, you are successfully moving the column.

Add Name button

Click to display a screen that will allow you to add an additional name for the company.