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| Button | Description |
|---|---|
| Find - For information on locating records in the Customer Hub using the Findicon, 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 Chooser - Choose display a list of available columns to display/hide. Mark to display the check box, unmark to hide. |
Viewing
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a customer's information
To see detail information for a customer, you will need to select the customer from the list.Viewing detail information Documentation Reviewer
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