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

User-Defined Info Subtask

Use this subtask to enter, edit, and view values for user-defined fields for a lead/contact.

You set up these fields on the Manage Leads and Contacts User-Defined Labels screen. If you use user-defined information for leads/contacts, use this subtask to enter that information when you add a new lead/contact or when you need to change that information for an existing lead/contact.

Contents

Field Description
Data Type

This field displays the data type created on the Manage Leads and Contacts User-Defined Labels screen. The possible values are:

  • T: Text
  • N: Numeric
  • D: Date
Labels This field displays the labels created on the Manage Leads and Contacts User-Defined Labels screen.
Text Value If the data type in this row is T (text), enter the text for the user-defined label. Text is required only if the Required column in this row is set to Y.
Numeric Value If the data type for this row is N (numeric), enter a numeric value for the user-defined label. A value is required only if the Required column in this row is set to Y.
Date Value If the data type in this row is D (date), enter the date for the user-defined label. A date is required only if the Required column in this row is set to Y.
Costpoint Validation Field This field displays the Costpoint field that is the source for acceptable entries. The value in this field is established on the Manage Leads and Contacts User-Defined Labels screen.
Validated Text

This field displays Y (Yes) if special text items for this field are created on the Validated Text subtask of the Manage Leads and Contacts User-Defined Labels screen. These items are available when you click .

An N (No) in this field indicates that special values were not created for this field.

Required

A Y in this field indicates that you must enter a value in either the Text Value, Numeric Value, or Date Value field in this table before you can save the screen.

An N in this field indicates that you are not required to enter a value before you can save the screen.

Autoload Click this button to load user-defined label information.