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  • 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.

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filtering
filtering
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   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. 

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