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 Contract Management Customer Info

Use this screen to enter and maintain information for prospective customers that may be associated with your opportunities.

You can enter the address, contact information, and any notes pertaining to customers. You can add activities and tasks related to the customer. You can also specify values for user-defined fields for each customer.

Prospective customers must be approved using the Approve Prospective Customers screen before they can be used in contracts, subcontracts, projects, and invoices. After approval, prospective customers become active customers.

This screen has three tabs:

  • General: Use this tab to enter general information about customers or prospective customers.
  • Notes: Use this tab to enter relevant notes or comments about customers or prospective customers.
  • Performance Assessment: Use this tab to view all contract performance assessment records related to a customer. This tab is available only for customers and hidden for prospective customers.
Note: This application is available only if you are licensed for CRM & Contracts.
Attention: For more information on how to use this screen, refer to the following:

Customer, Vendor, and Employee Clickguide