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

Manage Leads and Contacts User-Defined Labels

Use this screen to customize labels for the user-defined fields for leads and contacts.

User-defined labels help you enter and track more information about your leads and contacts. These labels are optional, but if there is additional information that you want to capture about a lead/contact, you can set up labels on this screen. Use this screen when you initialize the Costpoint CRM & Contracts domain to set up validated text and labels so that you can control what is entered on the User-Defined Info subtask of the Manage Leads and Contacts screen. After initialization, you can use it whenever lead/contact user-defined labels need to be added or changed.

Validated text labels enable you to use Lookup. You can create validated text labels in either of the following ways:

  • Select the Validated Text check box and use the Validated Text subtask to customize the information that displays when you click on the User-Defined Info subtask of the Manage Leads and Contacts screen.
  • Clear the Validated Text check box and click in the Costpoint Validation Field column to select the Costpoint data table column used for Lookup on the User-Defined Info subtask of the Manage Leads and Contacts screen.
Note: This application is available only if you are licensed for CRM & Contracts.