The Customer Hub is comprised of two sections. The top section displays all the customers that the dispatcher has access to. You have the ability to filter or sort the data in the header area to narrow down the results displayed. 

A Search field at the top of the window searches all fields in the top section. The columns can be sorted by choosing a column header. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A).

Topics on this page:

Creating a new customer

You can create a new customer in the Customer Hub. This information is added to Service Management.

  1. In the Customer Hub window, right-click on anywhere in the customer list.
  2. Choose Create New Customer.
  3. In the New Customer/Location window, enter the customer details, required fields are indicated with a red *** asterisk.
  4. Choose Save.

Viewing customer information

You can access the Customer Hub by right-clicking on an appointment and choosing View Customer Details, (the Customer Hub tab opens with the focus on that customer) or you access the Customer Hub by choosing the Customer Hub icon on the Schedule tab. To see a customer's details, you will need to select the customer from the list.

The details section contains the following tabbed information associated with the customer.