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Documentation Reviewer

Documentation Reviewer

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  1. On the Schedule Board or Customer Hub, choose the Find  icon.
  2. Choose the Find Type:
    1. Schedule Board
      • Service Call
      • Purchase Order
      • Jobs
      • Project
      • Resources
    2. Customer Hub
      • Customer Name
      • Customer Phone Number

  3. Enter the Find Data.

    NoteThe criteria entered
  4. is searched as "contained" so that the system searches beginning, middle, and end. Enter the From/To Dates. The default dates reflect the Unscheduled Date range from Schedule Settings. (For more information, see .)

  5. Choose Find. Schedule searches for records that match the criteria you entered. If you enter 201, all entries that contain that data will be returned

    .

    Choose Find(4201, 20111, 98201, etc.).

  6. The search results display.

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ButtonDescription

Clear Filter - Choose to clear the search results filters.

Refresh - Reloads the results.

Column Chooser - Choose the columns that display.


Using the context-sensitive menus Documentation Reviewer