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 Find  icon.
2. Select the Find Type:
   1. Schedule Board
      • Service Call
      • Purchase Order
      • Jobs
      • Project
      • Resources
   2. Customer Hub
      • Contact Name
      • Customer 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.

Working with the search results

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

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

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.