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 Lead/Contact Relationship Types

Use this screen to enter and maintain lead/contact relationship types.

These lead/contact relationship types are used on the Manage Leads and Contacts screen to identify the lead's or contact's relationship type.

If you have multiple companies, you can set up and maintain lead/contact relationship type codes in any company and use them across all companies. The code, however, must be unique in a single Costpoint database.

Note: This application is available only if you are licensed for CRM & Contracts.