Application Functions
To learn about the basics of operating the applications in Costpoint, refer to the Application Functions topics.
Related Topics:
Application Functions: General Information
This section provides information on fields, options, and buttons used throughout the Costpoint product suite. It also explains terminology and software behavior.
Use the Clone Record or Copy Record feature to create a new record that contains information from an existing record. The availability of the two features depends on the types of records that will be copied.
Info cards display additional details about the value in a data field.
Launch a New Email and Phone Call
You can call and send emails to contacts from Costpoint.
The Content Management System (CMS) Integration feature enables you to link content files located in a third-party management system to a Costpoint product suite record.
Select this feature to look up and select available values in cases where you are unsure of the ID or code you need to complete a particular field.
Instead of using keyboard shortcuts to select multiple rows in Table View, such as CTRL+click or COMMAND+click, use Multi-Row Selection mode to select multiple records in Table View.
Use Query to define search parameters for data records maintained by the present application.
Use Find on the application screen to quickly locate records in applications and subtasks. Find is available in form-type maintenance applications.
Generate Temporary Random Passwords
This convenient web-only function enables your system administrator to assign temporary passwords to single or multiple users. Costpoint generates temporary passwords based on the password complexity policy as defined in the Change Password function.
In addition to providing easy access to various applications in the Navigation menu, Costpoint provides a Search feature to help you quickly locate the application needed.
Use the Save Criteria feature to store your filtered result set criteria for an application.
Use the Share Record feature to share the URL of a Costpoint record.
A text view popup window is available in multiline fields, allowing you to view the entire content at once rather than scrolling line by line through large amounts of text.