People link

Click to display the People browse screen.

Person record

Review the list of people who are associated with the company and its contracts.

• Click on a person record to link to their Person Profile.
• From the Profile, you can edit a person’s information or delete the person. You can also add a new person to the Company Profile from this screen.

History icon

Click the History icon to display a screen that shows a history of the changes made to the person's profile.

Search option

• Enter the first few letters, values, or characters of your search criteria in the Search field, and click the magnifying glass.
• Precede your search criteria with a leading asterisk (*) if you are not sure you have entered the first few letters, values, or characters.
• (Optional) Click Search to display a list of searchable fields, and then click in the check box to the left of the fields you want to search.
• Click x to clear the filter.

For example, entering the word Fixed and selecting the Term Type check box in the Search list will display accurate search results for all contracts with a fixed term type.

Sort option

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

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.

Reorder and Resize Columns

Add Person button

Click to add a company person to the Company Profile.