Using the Customer Hub
- Kimberly Onnen
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:
Select the Customer Hub icon at the top of Schedule.
On the schedule board, right-click on the appointment and select View Customer Details or View Location Details.
In the Unscheduled Appointments section of Schedule, right-click an appointment and select View Customer Details or View Location Details.
Viewing Customer Information
The Customer Hub displays the following information in the top scroll window.
The column order listed below is the default order. You can filter, sort, and rearrange the data in this window. See Filtering and Sorting Data for more information.
Customer
Notes
Name
ID
Location
Notes
Name
ID
Address
Address 2
City
State
Postal Code
Phone
Contact Person
Service Area
Branch
Bill Only checkbox
You can set the Bill Only filter to False to hide Bill Only Locations. Locations are marked as Bill Only in the Signature Location window. (Microsoft Dynamics GP > Cards > Sales > Customers > Location) The default setting for this column is Select All to show all locations, both Bill Only and non-Bill Only. The new column starts on the far right in the Customer Hub and can be dragged to a different location. Each row shows a read-only marked checkbox if the location is a Bill Only location. On the Location window in Signature, mark the Bill Only checkbox to make this a Bill Only location. See Working With Location Records for additional Location information.
This option is available if the Exclude Bill To Locations within Customer Hub global setting is not enabled. See Setting Up Global Options.Select All (True and False): Displays all locations.
True: Displays only Bill Only addresses.
False: Non-Bill Only addresses are displayed. Bill Only addresses are hidden.
Viewing Detailed Customer Information
Select the customer from the list on the Customer Hub to see detailed information.
The details section contains the following tabbed information associated with the customer.
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 Working With the Contacts Tab.Contracts
Displays the customer's contracts. See Working With 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 Service Call.