You can view the open appointments for the customer location.

Viewing open appointments

1. To view the open appointment(s) for a customer, choose a customer in the Customer Hub.
2. In the details section of the Customer Hub, choose the Open Appointments tab.
3. In this tab view, you can:
   
   1. Double-click an appointment to open the appointment on the Schedule Board. See Viewing/editing service appointment details or Viewing/editing job appointment details.
   2. Right-click a Service Call appointment and then choose from the following: 
   • • Add Note - Opens the Service Call note window. See Working with notes and attachments.
     • View Note - Opens the Notes/Attachments window. (Displays if a note exists.)
     • Open Service Call - Opens the Service Call window on the Schedule tab. See Viewing/editing the service call.
     • Open Appointment - Opens the Service Appointment window on the Schedule tab. See Viewing/editing service appointment details.
     • Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
     • Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
   1. Right-click a Job appointment and then choose from the following:
   • • Add Note - Opens the Job Appointment note window. See Working with notes and attachments.
     • View Note - Opens the Notes/Attachments window. (Displays if a note exists.)
     • View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
     • Open Appointment - Opens the Job Appointment window. See Viewing/editing job appointment details.
     • Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
     • Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.

Filtering, sorting, and rearranging data

Use 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.

  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.

Buttons on this window

Available data columns

The default columns that display are:

• Notes
• Type
• Workorder/Job
• Appointment
• Cost Code
• Start Time
• Appt Status
• Resource name
• Estimate Hours
• Actual Hours
• Job Name

You can add the following column:

• Completion Date