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

Contents of the Manage Agencies Screen

Use the fields and options to configure the Manage Agencies screen.

Table Window

Use this table window to view and/or enter agencies. Click New to add a new line.

Field Description
Agency Code

Enter a code for a specific agency that may be assigned to an opportunity or contract.

This field is automatically populated if data was imported from GovWin IQ. Although records added by GovWin IQ are marked as system-defined codes, you can still delete them as long as they are not used in any existing record in the CRM & Contracts domain.

Once the code is assigned to an opportunity or contract, you will not be able to delete it on this screen.

Agency Title Enter a title or name for the agency code.
Show in Lookup

This check box is selected by default. Keep it selected to display the agency code in the lookup of the Primary Agency and Acquisition Agency fields on the Manage Opportunities and Manage Contracts screens. Only those codes that are available in the lookup can be used for new records in Manage Opportunities and Manage Contracts.

If you clear this check box for a code that was already used in an existing record on those screens, you will still be able to save that record as long as you do not replace the agency code for that record.

Source This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.