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

Share Record

Use the Share Record feature to share the URL of a Costpoint record.

When you click Share Record, Costpoint copies the URL to the browser clipboard. You can then paste the link or choose a sharing option on your device or computer.

To share a record in Table View:
  1. Select a record.
  2. Right-click a column header or click its arrow and select Share Record.

To share a record in Form View, right-click on the form and select Share Record.

Note: Costpoint login is required to access the shared record.