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

List View

List View automatically displays for several screens in Costpoint Mobile when viewed in portrait mode.

Unlike in Table and Form Views that display more details for a single record, the records display in a consolidated list in List View.

Application Name Lines Displayed Enabled in Costpoint Version
Manage Leads and Contacts
  • First line: Lead/contact name (in the format "Last Name, First Name")
  • Second line: Company name (if existing)

The list is alphabetically arranged in ascending order based on the employees' last names.

Costpoint 8.0 and higher
Opportunities Quick View
  • First line: Opportunity name
  • Second line: Opportunity ID and opportunity stage (in the format "ID, stage")
  • Third line: Primary customer name

Opportunity records are arranged in ascending order based on the opportunity ID.

Costpoint 8.0 and 8.1

Note: This application is no longer available in Costpoint 8.2.
Manage Opportunities
  • First line: Opportunity name
  • Second line: Opportunity ID and opportunity stage (in the format "ID, stage")
  • Third line: Primary customer name

Opportunity records are arranged in ascending order based on the opportunity ID.

Costpoint 8.1 and higher
Manage Contracts
  • First line: Contract name
  • Second line: Contract ID and contract status (in the format "ID, status")
  • Third line: Prime contract number

Contract records are arranged in ascending order based on the contract ID.

Costpoint 8.1 and higher
Manage Activities
  • First line: Activity ID
  • Second line: Description
  • Third line: Activity owner

Activity records are arranged in ascending order based on the activity ID.

Costpoint 8.1 and higher

In portrait mode, List View is the default view that cannot be changed to Table or Form View. You can tap the record to access more details in Form View and tap Done to return to List View.

When you shift to landscape mode, Costpoint presents data in Table View but retains the query results you were accessing from the List View. Here, you can switch between Table and Form Views.