...

You can access the Customer Hub in one of three ways, with the last two methods having the selected customer or location highlighted on the hub page:

Choose the Customer Hub _{^{Image Removed}}icon at the top of Schedule.
On the schedule board, right-click on the appointment and choose View Customer Details or View Location Details.
In the Unscheduled Appointments section of Schedule, right-click an appointment and choose View Customer Details or View Location Details.

...

Customer - Displays the customer's details. See Viewing the Customer tab.
Location - Display's Displays the customer location's details. See Viewing the Location tab.
Open Appointments - Displays any open appointments for the customer. See Viewing the Open Appointments tab.
Service Calls - Displays the customer location's service calls. See Viewing the Service Calls tab.
Equipment - Displays the customer's equipment. See Viewing the Equipment tab.
Contacts - Displays the customer's contacts. See Viewing the Contacts tab.
Contracts - Displays the customer's contracts. See Viewing the Contracts tab.
Jobs - Displays the customer's jobs. See Viewing the Jobs tab.

...

Excerpt

Filtering and sorting data

Group - To group the display by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns.
Sort order - Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously.
Filter - Select the lookup Image Removed to lookup to choose a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup.
Column Order - Drag the column headers to the left or right to change the column order.
Scrolling - A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.

Buttons on this window

Button	Description
	Find - For information on locating records in the Customer Hub using the Find icon, see Locating a record using Find.
	Clear Filter - Choose to clear the current search results filters.
	Refresh - Reloads the results from the database.
	Export - Select to export all data or selected rows. This icon displays for the main Customer Hub list as well as some of the detail tabs (Open Appointments, Service Calls, Equipment, Contacts, Contracts, and Jobs)
	Column Tool - Select to display a list of available columns to display/hide. Mark to display the checkbox, unmark to hide.

...