| Icon | or button/Button | Description |
|---|---|---|
| Displays or hides the navigation pane. | |
| Refreshes the schedule board. | |
| Indicates a service appointment. | |
| Indicates a job appointment. | |
| Indicates a resource appointment. | |
| Show All Resources in Unscheduled Appointments. | |
| Select to open the Customer Hub (in a separate browser window). | |
| Select to open the Map and Route Resources window. | |
| Direction arrows to open/collapse section. The arrows point in the direction that the window will open/collapse. | |
| Direction arrows to open/collapse section. The arrows point in the direction that the window will open/collapse. | |
| Select to select a specific date to display on the schedule. | |
| Moves the schedule forward or back by one day. | |
| Select to print a service call quick print. | |
| Indicates that the service call has no attachments. Select this to open the Add Attachment window. | |
| Indicates an attachment is available. Select this to open the Attachments window. | |
Indicates that the service call or appointment has no notes added. Select this to add a note. | ||
Indicates that the service call or appointment has at least one attached note. Select this to open the Notes window. | ||
| This icon displays if the service call has the Date/Time Lock marked in Service Management. This option prevents the call from being rolled forward. | |
| Use the Find icon to search within a grid. This icon appears on the Schedule Board and on the Customer Hub. For more information on using the Find feature, see Locating a Record Using Find. | |
Use the Export icon to export your Find results to an Excel spreadsheet. The filename defaults to the Find type and today's date. | ||
| Select to change your password in the User Profile window. See Changing Your Schedule Password. |
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