Page Comparison

Choose the Find Image Removed icon on either the Schedule Board (to search for appointments) or the Customer Hub (to search for location contacts)  to open the Find window. The find types vary based on where the Find window was opened. 

1. On the Schedule Board or Customer Hub, choose the Find Image Removed iconicon.
2. Select the Find Type:
   1. If searching from the Schedule Board:
      • Service Call
        Search for service appointment(s) using a partial or full service call number.
      • Purchase Order
        Search for a service appointment using the customer purchase order associated to the service call(s).
      • Jobs
        Search for job appointment(s) using a partial or full job number.
      • Project
        Search for job appointment(s) using a partial or full project number.
      • Resources
        Search for all appointments associated with a single resource (technician) ID.
   2. If search from the Customer Hub:
      • Contact Name
        Search for location contacts using a partial or full contact name.
      • Customer Phone Number
        Search for location contacts a customer using a full or partial customer phone number.
      • Maintenance Contract
        Search for a customer and location using a full or partial phone maintenance contract number.

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.
7. Use the context menu to act on a record returned by the Find process. The context menu can be opened by using the right-click of the mouse while positioned on any returned record in the result set. You may also double-click on the row to open the record. See Using the context-sensitive menus below for more information.

...

• Open Service Call
  Opens the service call window. The Find window closes.
• Open Appointment
  Opens the appointment window. The Find window closes.
• Unassign Appointment
  Updates the resource on the appointment to UNASSIGNED.
• Unschedule Appointment
  Updates the appointment time to 12:00 AM.
• View on Calendar
  Displays the appointment on the Schedule Board. The appointment is temporarily displayed with a red-shaded background with yellow text. The Find window closes.
• View Job Details
  Opens the Job Details window. The Find window closes.
• View Customer Details
  Opens the Customer Hub with the focus on the customer with the Customer details displayed at the bottom of the window. The Find window closes.
• View Location Details
  Opens the Customer Hub with the focus on the customer and location with the Location details displayed at the bottom of the window. The Find window closes.