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Icon/Button

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Displays or hides the navigation pane.

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Refreshes the schedule board.

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Indicates a service appointment.

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Indicates a job appointment.

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Indicates a resource appointment.

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Show All Resources in Unscheduled Appointments.

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Select to open the Customer Hub (in a separate browser window).

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Select to open the Map and Route Resources window.

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Direction arrows to open/collapse section. The arrows point in the direction that the window will open/collapse.

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Direction arrows to open/collapse section. The arrows point in the direction that the window will open/collapse.

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Select to select a specific date to display on the schedule.

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Moves the schedule forward or back by one day.

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Select to print a service call quick print.

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Indicates that the service call has no attachments. Select this to open the Add Attachment window.

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Indicates an attachment is available. Select this to open the Attachments window.

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Indicates that the service call or appointment has no notes added. Select this to add a note.

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Indicates that the service call or appointment has at least one attached note. Select this to open the Notes window.

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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.

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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.

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Use the Export icon to export your Find results to an Excel spreadsheet. The filename defaults to the Find type and today's date.

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Select to change your password in the User Profile window. See Changing Your Schedule Password.