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 Account User-Defined Labels

Use this screen to customize labels for the user-defined fields for accounts.

User-defined labels help you to enter and track more information about your accounts. These labels are optional, but if there is additional information you want to capture about an account, you can set up labels in this screen. Use this screen when you initialize Costpoint to set up validated text and labels so that you can control what is entered on the Manage Account User-Defined Information screen. After initialization, you can use it whenever account 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 Manage Account User-Defined Information 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 Manage Account User-Defined Information screen.
Warning: If you delete a label from these tables, Costpoint deletes all references to that label from the account tables.