Costpoint Help

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.

This functionality is enabled only for the following applications.

Application Name

Enabled in Costpoint Version

Manage Leads and Contacts

Costpoint 8.1 and higher

Opportunities Quick View

Costpoint 8.1

Note: This application is no longer available in Costpoint 8.2.

Manage Opportunities

Costpoint 8.1 and higher

Manage Contracts

Costpoint 8.1 and higher

Manage Activities

Costpoint 8.1 and higher


Parent Topic:

Costpoint Mobile Features