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

Swipe Functionality

When you are in List View in portrait mode, you can swipe a record to the left, and you can select between the More and Delete options that display.

  • More: Tap this button to display the actions available for the application, which include Copy Record and Clone Record.
  • Delete: Tap this button to delete the record from the database.

This functionality is enabled only for the following applications.

Application Name Enabled in Costpoint Version
Manage Leads and Contacts Costpoint 8.0 and 8.1
Manage Opportunities Costpoint 8.1
Manage Contracts Costpoint 8.1
Manage Activities Costpoint 8.1