Page Comparison

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• Group - Drag a column header to the group location to group the results by that column.
• Sort order - A triangle displays to the right of each column header to show the sort order. Choose the column header to change the sort order.
• Filter - Choose 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.

Search results buttons

The top left of the search results contains buttons to assist with the search results.

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Using the context-sensitive menus Documentation Reviewermenus

Context-sensitive menus are available by right-clicking on any of the search results. The options you may see depend on the Find Type and the status of the results. For example, View on Calendar is only available if the appointment is currently on the Schedule Board.

• Open Service Call - Opens the service call window. The Find window closes.
• Open Appointment - Opens the appointment window. The Find window closes.
• Unassign Appointment - Updates the resource on the appointment to UNASSIGNED.
• Unschedule Appointment - Updates the appointment time to 12:00 AM.
• View on Calendar - Displays the appointment on the Schedule Board. The appointment is temporarily displayed with a red shaded background with yellow text. The Find window closes.
• View Job Details - Opens the Job Details window. The Find window closes.
• View Customer Details - Opens the Customer Hub with the focus on the customer with the Customer details displayed at the bottom of the window. The Find window closes.
• View Location Details - Opens the Customer Hub with the focus on the customer and location with the Location details displayed at the bottom of the window. The Find window closes.

Search results buttons

The top left of the search results contains buttons to assist with the search results.