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

When you access the Customer Hub by right-clicking on an appointment, that customer will be selected in the customer list and their information displays in the customer details section. When you access by choosing the Customer Hub icon, in order to see a customer's details, you will need to select the customer from the list.
The display-only details section contains the following tabbed information associated with the customer.

• Customer
• Location
• Service Calls
• Location Equipment
• Location Contacts
• Location Contracts
• Jobs