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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.

Viewing Customer Information

The Customer Hub displays the following information in the top scroll window. 

• Customer

  • Notes

  • Name

  • ID

• Location

  • Notes

  • Name

  • ID

• Address

• Address 2

• City

• State

• Postal Code

• Phone

• Contact Person

• Service Area

• Branch

• Bill Only checkbox
  You can

  select

  set the Bill Only filter to

  set to False if you want

  False to hide Bill Only Locations

  . This column defaults to both True and False selected to display all addresses

  . Locations are marked as Bill Only in the Signature Location window. (Microsoft Dynamics GP > Cards > Sales > Customers > Location) The default setting for this column is Select All to show all locations, both Bill Only and non-Bill Only. The new column

  displays to

  starts on the far right in the Customer Hub and can be dragged to a different location. Each row

  now

  shows a read-only marked checkbox if the location is a Bill Only location.

   

   On the Location window in Signature, mark the Bill Only checkbox to make this a Bill Only location. See Working With Location Records for additional Location information.
  This option is available if the Exclude Bill To Locations within Customer Hub global setting is not enabled.

  (

  See Setting

  up

  Up Global Options.

  )

  • Select All (True and False): Displays all locations.

  • True: Displays only Bill Only addresses.

  • False: Non-Bill Only addresses are

  not

  • displayed.

  Only locations that have not been marked as Bill Only in Signature display.

  •  Bill Only addresses are hidden. 

Viewing Detailed Customer Information

To see detail information for a customer, select Select the customer from the list on the Customer Hub to see detailed information.

The details section contains the following tabbed information associated with the customer. Some of the tabs may or may not display for all customers. 

• Customer
  Displays the customer's details. See Viewing the Customer Tab.

• Location
  Display's the customer location's details. See Viewing the Location Tab.

• Open Appointments
  Displays any open appointments for the customer. See Viewing the Open Appointments Tab.

• Service Calls
  Displays the customer location's service calls. See Viewing the Service Calls Tab.

• Equipment
  Displays the customer's equipment. See Viewing the Equipment Tab.

• Contacts
  Displays the customer's contacts. See Working

  with

  With the Contacts Tab.

• Contracts
  Displays the customer's contracts. See Working

  with

  With the Contracts Tab.

• Jobs
  Displays the customer's jobs. See Viewing the Jobs Tab.

Creating Customers, Locations, and Service Calls

You have the option to right-click in the Customer Hub and create any of the following:

• Customer
  See Creating a New Customer.

• Location
  See Creating a New Location.

• Service Call
  See Creating a Service Call.

Working with Data

• Locating a Record Using Find

• Exporting Find Data

• Filtering and Sorting Data