You can view the open appointments for the customer location.

Viewing open appointments

To view the open appointment(s) for a customer, choose a customer in the Customer Hub.
In the details section of the Customer Hub, choose the Open Appointments tab.
Right-click a Service Call appointment and then choose from the following:
- Add Note - Opens the Service Call note window. See Working with notes and attachments.
- View Note - Opens the Notes/Attachments window. See Working with notes and attachments. (Displays if a note exists.)
- Open Service Call - Opens the Service Call window on the Schedule tab. See View or edit the service call.
- Open Appointment - Opens the Service Appointment window on the Schedule tab. See View or edit service appointment details.
- Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
- Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
Right-click a Job appointment and then choose from the following:
- Add Note - Opens the Job Appointment note window. See Working with notes and attachments.
- View Note - Opens the Notes/Attachments window. See Working with notes and attachments. (Displays if a note exists.)
- View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
- Open Appointment - Opens the Job Appointment window. See View or edit job appointment details.
- Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
- Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.

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.
Scrolling - A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.

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 Tool - Select to display a list of available columns to display/hide. Mark to display the checkbox, unmark to hide.

Available data columns

The default columns that display are:

Notes
Type
Workorder/Job
Appointment
Cost Code
Start Time
Appt Status
Resource name
Estimate Hours
Actual Hours
Job Name

You can add the following column:

Completion Date