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You can access the Customer Hub in one of three ways, with the last two methods having the selected customer or location highlighted on the hub page:

  • Choose the Customer Hub Image RemovedImage Added 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.


Note

For information on locating records in the Customer Hub, see Locating a record using Find.