Choose the Find  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  icon.
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 on a associated to the service call(s).
      • Jobs - Search for the job appointment(s) using a partial or full job number.
      • Project - Search for the project 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 the location contacts using a partial or full contact name on a customer record.
      • Customer Phone Number - Search for the customer telephone number on a customer recordlocation contacts using a full or partial phone 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.

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Working with the search results

In the search results section, you can sort and/or filter the results by the following methods:

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Using the context-sensitive menus

Context-sensitive menus are available by right-clicking on any of the search results. The options you may see depend on the Find Type and the status of the results. For example, View on Calendar is only available if the appointment is currently on the Schedule Board.

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