Costpoint Mobile Features
This section contains features available in Costpoint installed in mobile devices.
- Related Topics:
- List View
List View automatically displays for the Manage Leads and Contacts and Opportunities Quick View screens in mobile devices when viewed in portrait mode. - Saved Query Tabs
You save queries in Costpoint Mobile similar to how you save queries via Costpoint web. Once established, saved queries display as tabs across the top of the List View in mobile devices to give you easy access to your queries. - Swipe Functionality
When you are in List View in portrait mode, you can swipe a record to the left and you can select between the More and Delete options that display. - Navigate via My Menu
My Menu allows you to access shortcuts to the applications you frequently use without navigating through the entire Costpoint menu.
Parent Topic: Costpoint Mobile / PWA