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

Contents of the Manage Opportunity Types Screen

Use the fields and options to configure the Manage Opportunity Types screen.

Table Window

Use this table window to view and/or enter opportunity types. Click New to add a new line.

Field Description
Opportunity Type Code

Enter an opportunity type code.

Once the code is assigned to an opportunity, you will not be able to delete it on this screen.

Opportunity Type Description Enter a description for the opportunity type code.
Show in Lookup

This check box is selected by default, but you can modify it. Keep it selected to display the opportunity type code in the lookup of the Type field on the Manage Opportunities screen. Only those codes that are available in the lookup can be used for new records in Manage Opportunities.

If you clear this check box for a code that was already used in an existing record in Manage Opportunities, you will still be able to save that record as long as you do not replace the opportunity type code for that record.