Locating a record using Find

Choose the Find  icon on either the Schedule Board or the Customer Hub 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 Findicon.
2. Choose the Find Type:
   1. Schedule Board
      • Service Call
      • Purchase Order
      • Jobs
      • Project
      • Resources
   2. Customer Hub
      • Customer Name
      • Customer Phone Number

3. Enter the Find Data.

   The criteria entered is searched as "contained" so that the system searches beginning, middle, and end. If you enter 201, all entries that contain that data will be returned.

4. Choose Find.

5. The search results display.