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

The Customer Hub displays the following information in the top scroll window. 

• Customer
  • Notes
  • Name
  • ID
• Location
  • Notes
  • Name
  • ID
• Address
• Address 2
• Phone
• Contact Person
• Service Area
• City
• State
• Postal Code

Viewing detailed 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, 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