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

Approve Prospective Customers

Use this screen to approve prospective customers before they can be selected as a customer on a project, contract, or subcontract, or be used in invoices.

You can also use this screen to disapprove one or multiple prospective customers.

All prospective customers with a status of Pending in the Manage Contract Management Customer Info application are automatically displayed when you load this screen. After you approve these customers, their customer status is changed to Ok and their customer record status is changed to Customer in Manage Contract Management Customer Info, and they can then be used in projects and invoices.

Note: This application is available only if you are licensed for CRM & Contracts.
Attention: For more information on how to use this screen, refer to the following:

Customer, Vendor, and Employee Clickguide