Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contacts Subtask

Use this subtask to enter, edit, and view contacts specific to each of the customer's addresses.

You can add new contacts for prospective and regular customers. For a prospective customer, all fields on this subtask are editable. For regular customers, you can add new contacts but you cannot update or delete existing or newly added/saved contacts.

Note: For prospective customers, an error message displays if you attempt to delete a contact line that is affiliated with a lead or contact record on the Manage Leads and Contacts screen.

Click New to begin adding contacts.

Contents

Field Description
Contact ID Enter a code that identifies the contact's information.
First Name Enter the first name of the contact.
Last Name Enter the last name of the contact.
Title Enter the title of the contact.
Phone Number Enter the primary phone number for the contact.
Fax Number Enter the fax number for the contact.
Other Number Enter any other phone number you need for the contact.
Email Address Enter the email address for the contact.
Comments Enter any comments that you want to record for the contact.