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. 

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.

Viewing customer information

To see detail information for a customer, select the customer from the list on the Customer Hub.

The details section contains the following tabbed information associated with the customer. Some of the tabs may or may not display for all customers.

• Customer - Displays the customer's details. See Viewing the Customer tab.
• Location - Display's the customer location's details. See Viewing the Location tab.
• Open Appointments - Displays any open appointments for the customer. See Viewing the Open Appointments tab.
• Service Calls - Displays the customer location's service calls. See Viewing the Service Calls tab.
• Equipment - Displays the customer's equipment. See Viewing the Equipment tab.
• Contacts - Displays the customer's contacts. See Viewing the Contacts tab.
• Contracts - Displays the customer's contracts. See Viewing the Contracts tab.
• Jobs - Displays the customer's jobs. See Viewing the Jobs tab.

Creating customers, locations, and service calls

You have the option to right-click in the Customer Hub and create any of the following:

• Customer - See Creating a new customer.
• Location - See Creating a new location.
• Service Call - See Creating a new service call.

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