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 Approve Prospective Customers Screen

Use the fields and options to configure the Approve Prospective Customers screen.

Contents

You can approve or disapprove one or multiple prospective customers at a time. Only customers with a Pending or Not Approved approval code display on this subtask. After you approve a prospective customer and save the record, it is no longer displayed on this screen.

Field Description
Approve All

Click this button to approve a selected prospective customer or a range of prospective customers.

To select all records, click the Select All Rows icon on the upper left corner of the table window. To select multiple contiguous customers, hold the SHIFT key on your keyboard and highlight those rows with your cursor. To select multiple non-contiguous customers, hold the CTRL key on your keyboard and highlight those rows with your cursor.

Disapprove All

Click this button to disapprove a selected prospective customer or a range of prospective customers.

To select all records, click the Select All Rows icon on the upper left corner of the table window. To select multiple contiguous customers, hold the SHIFT key on your keyboard and highlight those rows with your cursor. To select multiple non-contiguous customers, hold the CTRL key on your keyboard and highlight those rows with your cursor.

Approval Code This defaults to Pending. Click the drop-down list and select Approved to approve the prospective customer in the selected row.
Prospective Customer ID This field displays the prospective customer ID.
Future Customer Account

Enter a unique customer account for the prospective customer. It must be unique across your Costpoint database and not just unique in the company you are currently logged in to. This future customer account will be used as the customer account of the prospective customer once it is approved as a regular customer.

You must enter a value in this field before you can approve a prospective customer. You can leave this field blank and save the prospective customer record, but you will not be able to approve it.

Customer Name This field displays the name of the prospective customer.
Customer Type This field displays the customer type of the prospective customer.