Choose the Customer Hub 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.

Filtering and sorting data

Excerpt

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 Added 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.

Note
For information on locating records in the Customer Hub, see Locating a record using Find.

Viewing detail information Documentation Reviewer

To see detail information for a customer's details, you will need to select the customer from the list.

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You have the option to right-click in the Customer Hub and create any of the following: