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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 associated to the service call(s).
      • Jobs - Search for job appointment(s) using a partial or full job number.
      • Project - Search for 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 location contacts using a partial or full contact name.
      • Customer Phone Number - Search for location 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.)

    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.

Working with the search results

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

Filtering and sorting data

  • 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.
  • 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. 
  • 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

ButtonDescription

Find - For information on locating records in the Customer Hub using the Find icon, see Locating a record using Find.

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)

Column Tool - Select to display a list of available columns to display/hide. Mark to display the checkbox, unmark to hide.

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.

  • Open Service Call - Opens the service call window. The Find window closes.
  • Open Appointment - Opens the appointment window. The Find window closes.
  • Unassign Appointment - Updates the resource on the appointment to UNASSIGNED.
  • Unschedule Appointment - Updates the appointment time to 12:00 AM.
  • View on Calendar - Displays the appointment on the Schedule Board. The appointment is temporarily displayed with a red shaded background with yellow text. The Find window closes.
  • View Job Details - Opens the Job Details window. The Find window closes.
  • View Customer Details - Opens the Customer Hub with the focus on the customer with the Customer details displayed at the bottom of the window. The Find window closes.
  • View Location Details - Opens the Customer Hub with the focus on the customer and location with the Location details displayed at the bottom of the window. The Find window closes.
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