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.
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.
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) |
| Column Chooser - Choose display a list of available columns to display/hide. Mark to display the check box, unmark to hide. |
Viewing a customer's information
To see detail information for a customer, you will need to select the customer from the list.Viewing detail information Documentation Reviewer
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.
- Service Calls - Displays the customer location's service calls. See Viewing the Service Calls tab
- Equipment - Displays the customer's equipment.
- Contacts - Displays the customer's contacts.
- Contracts - Displays the customer's contracts.
- Jobs - Displays the customer's jobs.
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.