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

Opportunities Quick View

Use this screen to quickly access information on your opportunities and related activities. This application is a condensed form of the Manage Opportunities screen, consisting of select fields that display information that you rely on most or access most often.

Except for the Activities subtask (where you can enter new activities), all fields and subtasks on this screen are read-only, but you can use to search for opportunity data that you are looking for. If you want to modify any existing data or create additional opportunity information other than activities, use the Manage Opportunities screen.

Note: This application is available only if you are licensed for CRM & Contracts.
Attention: When you access this screen in a mobile device, additional functionalities are available. For example, you will be able to use List View (where records are displayed in a consolidated list) and display saved query tabs. For more information, see the topics under Costpoint Mobile Features.