Group To group the display by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns. To undo this, drag the column header back to the grid.
Sort order Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously.
Filter Select 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.
Column Order Drag the column headers to the left or right to change the column order. The Customer and Location columns each have a main column header that lets you drag all three columns (Notes, Name, ID) at the same time. You can also rearrange the Notes, Name, and ID columns beneath both the Customer and Location headers.
Scrolling A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.
Buttons on this window
Button
Description
Find For information on locating records in the Customer Hub using the Find icon, see Locating a record using Find.
Clear Filter Choose to clear the current search results filters.
Refresh Reloads the results from the database.
Export Select to export all data or selected rows. This icon displays for the main Customer Hub list as well as some of the detail tabs (Open Appointments, Service Calls, Equipment, Contacts, Contracts, and Jobs)
Column Tool Select Use the Column Tool to select fields to display from a list of available columnsto display/hide. Mark to display the check box, unmark the check box to hide.