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. Clone Record and Copy Record Use the Clone Record or Copy Record feature to create a new record that contains information from an existing record. The differences of these two features is their availability that depend on the types of records that will be copied. They are not available for all functions. File Upload Manager Use this dialog to select a text file for upload to a database. Info Cards Info cards show additional details about the value in a data field. Launch a New Email and Phone Call You can email and call contacts from Costpoint. Linked Content Files The Content Management System (CMS) Integration feature allows you to link content files located in a third-party management system to a Costpoint product suite record. Lookup 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. Multi-Row Selection Mode 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. Query Use Query to define search parameters for data records maintained by the present application. Query is available in form-type maintenance applications. Find Use Find on the Application Toolbar to quickly locate records in applications and subtasks. Find is available in form-type maintenance applications. Print Options There are numerous methods for printing reports. Save Criteria Use the Save Criteria feature to store your filtered result set criteria for an application. Share Record Use the Share Record feature to share the URL of a Costpoint record. Text View Popup 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. Parent Topic: Getting Started HomeGetting StartedApplication Functions
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. Clone Record and Copy Record Use the Clone Record or Copy Record feature to create a new record that contains information from an existing record. The differences of these two features is their availability that depend on the types of records that will be copied. They are not available for all functions. File Upload Manager Use this dialog to select a text file for upload to a database. Info Cards Info cards show additional details about the value in a data field. Launch a New Email and Phone Call You can email and call contacts from Costpoint. Linked Content Files The Content Management System (CMS) Integration feature allows you to link content files located in a third-party management system to a Costpoint product suite record. Lookup 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. Multi-Row Selection Mode 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. Query Use Query to define search parameters for data records maintained by the present application. Query is available in form-type maintenance applications. Find Use Find on the Application Toolbar to quickly locate records in applications and subtasks. Find is available in form-type maintenance applications. Print Options There are numerous methods for printing reports. Save Criteria Use the Save Criteria feature to store your filtered result set criteria for an application. Share Record Use the Share Record feature to share the URL of a Costpoint record. Text View Popup 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. Parent Topic: Getting Started HomeGetting StartedApplication Functions