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.
Topics within this section:
Table of Contents
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Accessing the Customer Hub
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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.
Viewing customer information
To see a customer's details, you will need to select the customer from the list.
The details section contains the following tabbed information associated with the customer.
- Customer
- Location
- Open Appointments
- Service Calls
- Equipment
- Contacts
- Contracts
- Jobs
Filtering and sorting on the Customer Hub
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For information on locating records in the Customer Hub, see Locating a record using Find. |
Creating a new customer
You can create a new customer in the Customer Hub. This information is added to Service Management.
- In the Customer Hub window, right-click on anywhere in the customer list.
- Choose Create New Customer.
- In the New Customer/Location window, enter the customer details, required fields are indicated with a red *** asterisk.
- Choose Save.