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The Customer Hub displays the following information in the top scroll window.
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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
- Location
- Address
- Address 2
- Phone
- Contact Person
- Service Area
- City
- State
- Postal Code
Viewing detailed customer information
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Filtering, sorting, and rearranging dataUse your mouse to drag or select options below: Group
To group the display by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns. To undo the grouping, drag the column header back to anywhere on the grid, the column header returns automatically to its original location. | Note |
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This option may not be available, depending on the window you are viewing. |
- Sort order
Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously. - Filter
Select the lookup  to choose a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup. - Column Order
Drag the column headers to the left or right to change the column order. The Customer and Location columns each have a main column header that lets you drag all three columns (Notes, Name, ID) at the same time. You can also rearrange the Notes, Name, and ID columns beneath both the Customer and Location headers. - Scrolling
A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.
| Button | Description |
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| Find
For information on locating records in the Customer Hub using the Find icon, see Locating a record using Find. | Note |
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This button may not be available, depending on the window you are viewing. |
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| Delete
Select an appointment and then select to delete the appointment. | Note |
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This button may not be available, depending on the window you are viewing. |
| | Clear Filter
Choose to clear the current search results filters.
| | Refresh
Reloads the results from the database. | | Export
Select to export all data or selected rows. This icon displays for the main Customer Hub list as well as some of the detail tabs (Open Appointments, Service Calls, Equipment, Contacts, Contracts, and Jobs) | Note |
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This button may not be available, depending on the window you are viewing. |
| | Column Tool
Use the Column Tool to select fields to display from a list of available columns. Mark to display the check boxcheckbox, unmark the check box checkbox to hide. |
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