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The Customer Hub shows customer data including their contact information, location, service calls, location equipment, location contacts, location contracts, and/or jobs. Notes and attachments can be added and viewed for the customer, location, service calls, and location equipment. 

Table of Contents

Accessing the Customer Hub

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

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Clear Filter - Choose to clear the current search results filters.

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Refresh - Reloads the results from the database.

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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)

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Column Chooser - Choose display a list of available columns to display/hide. Mark to display the check box, unmark to hide.

Viewing detail information

To see detail information for a customer, you will need to select the customer from the list.Viewing detail information Documentation Reviewer

The details section contains the following tabbed information associated with the customer. Some of the tabs may or may not display for all customers.

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