The Customer Hub shows customer data including their contact information, location, service calls, location equipment, location contacts, location contracts, and/or jobs. Notes and attachments can be added and viewed for the customer, location, service calls, and location equipment. 

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Accessing the Customer Hub

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:

• Choose the Customer Hub  icon at the top of Schedule.
• On the schedule board, right-click on the appointment and choose View Customer Details or View Location Details.
• In the Unscheduled Appointments section of Schedule, right-click an appointment and choose View Customer Details or View Location Details.
  
  

Filtering and sorting on the Customer Hub

• Group - Drag a column header to the group location to group the results by that column.
• 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. Documentation Reviewer Verify this works.
• Filter - Choose 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. The displayed results are the top 100 records.
• Column Order - Drag the column headers to the left or right to change the column order.