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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.
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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. |
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