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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:
- Select the Customer Hub
icon at the top of Schedule. - On the schedule board, right-click on the appointment and select View Customer Details or View Location Details.
- In the Unscheduled Appointments section of Schedule, right-click an appointment, and select View Customer Details or View Location Details.
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| Note |
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The column order listed below is the default order. You can filter, sort, and rearrange the data in this window. Filtering, sorting, and rearranging data for more information. |
- Customer
- Notes
- Name
- ID
- Location
- Notes
- Name
- ID
- Address
- Address 2
- Phone
- Contact Person
- Service Area
- City
- State
- Postal Code
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