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Viewing customer information

When you You can access the Customer Hub by right-clicking on an appointment , that customer will be selected in the customer list and their information displays in the customer details section. When you access and choosing View Customer Details, (the Customer Hub tab opens with the focus on that customer) or you access the Customer Hub by choosing the Customer Hub icon , in order to on the Schedule tab. To see a customer's details, you will need to select the customer from the list.

The display-only details section contains the following tabbed information associated with the customer.

• Customer
• Location
• Open Appointments
• Service Calls
• Location Equipment
• Location Contacts
• Location Contracts
• Jobs