Costpoint Cloud Information Center

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

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