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

Contacts Subtask

Use this subtask to create new records, and to update or delete existing records. When you save a new vendor address contact, Costpoint automatically sends an email notification to the administrator email address.

Contents

Field Description
Line Enter the line number for the record.
Supplier Portal Admin Select this checkbox to default the record contact as recipient of the Supplier Portal-related alerts. An email notification is sent to the contact whenever the administrator enters action notes.
Created by Supplier This checkbox indicates that the record was created by the supplier. If you click New, this checkbox automatically defaults to selected.
Last Name Enter the last name of the vendor address contact person.
First Name Enter the first name of the vendor address contact person.
Title

Enter the contact's job title.

Phone Number Enter the contact person's phone number.
Fax Number Enter the contact person's fax number.
Other Number Enter any other phone number you want to track for this contact.
Email Address Enter the contact person's email address.
Notes Enter any notes you want to record for this contact.