You can view the customer location contacts.
Viewing location contacts
- To view the location contacts, choose a customer in the Customer Hub.
- In the details section of the Customer Hub, choose the Contacts tab.
Column Tool - Select to display a list of available columns to display/hide. Mark to display the checkbox, unmark to hide.Filtering and sorting data
Buttons on this window
Button Description Find - For information on locating records in the Customer Hub using the Find icon, see Locating a record using Find. Clear Filter - Choose to clear the current search results filters. Refresh - Reloads the results from the database. Export - Select to export all data or selected rows. This icon displays for the main Customer Hub list as well as some of the detail tabs (Open Appointments, Service Calls, Equipment, Contacts, Contracts, and Jobs)
Available data columns
The default columns that display are:
- Contact Name
- Local/Agency
- Role Type
- Phone Number
- Organization
- Quick Note
- User_Defined_1_ID
- User_Define_5
There are no additional columns to display.