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

Manage Leads and Contacts User-Defined Labels

Use this screen to customize labels for the user-defined fields for leads and contacts.

User-defined labels help you enter and track more information about your leads and contacts. These labels are optional, but if there is additional information that you want to capture about a lead/contact, you can set up labels on this screen. Use this screen when you initialize the Costpoint Contracts domain to set up validated text and labels so that you can control what is entered on the User-Defined Info subtask of the Manage Leads and Contacts screen. After initialization, you can use it whenever lead/contact user-defined labels need to be added or changed.

Validated text labels enable you to use Lookup. You can create validated text labels in either of the following ways:

  • Select the Validated Text check box and use the Validated Text subtask to customize the information that displays when you click on the User-Defined Info subtask of the Manage Leads and Contacts screen.
  • Clear the Validated Text check box and click in the Costpoint Validation Field column to select the Costpoint data table column used for Lookup on the User-Defined Info subtask of the Manage Leads and Contacts screen.
Note: This application is available only if you are licensed for Contract Management.