Page Comparison

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1. On the Schedule Board or Customer Hub, choose the Find  icon.
2. Select the Find Type:
   1. If searching from the Schedule Board:
      • Service Call - Search for a service call number.
      • Purchase Order - Search for the customer purchase order on a service call.
      • Jobs - Search for the job number.
      • Project - Search for the project number.
      • Resources - Search for a technician ID.
   2. If search from the Customer Hub:
      • Contact Name - Search for the contact name on a customer record.
      • Customer Phone Number - Search for the customer telephone number on a customer record.

3. Enter the Find Data.

4. Enter the From/To Dates. The default dates reflect the Unscheduled Date range from Schedule Settings. (For more information, see Setting up company options.)

   Note
   The date range is only displayed on the Find window accessed from the Schedule Board.

   
   

5. Choose Find. Schedule searches for records that contain the criteria you entered. For example, if you enter 201 when searching for a service call, all service calls that contain "201" will be returned (4201, 20111, 98201, etc.).

6. The search results display.

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