Choose the Find  icon on either the Schedule Board or the Customer Hub to open the Find window. The find types vary based on where the Find window was opened. 

1. On the Schedule Board or Customer Hub, choose the Find  icon.
2. Choose the Find Type:
   1. Schedule Board
      • Service Call
      • Purchase Order
      • Jobs
      • Project
      • Resources
   2. Customer Hub
      • Customer Name
      • Customer Phone Number

3. Enter the Find Data.

   The criteria entered is searched as "contained" so that the system searches beginning, middle, and end. If you enter 201, all entries that contain that data will be returned.

4. Choose Find.

5. The search results display.

Working with the search results

In the search results section, you can sort and/or filter the results by the following methods:

• Group - Drag a column header to the group location to group the results by that column.
• Sort order - A triangle displays to the right of each column header to show the sort order. Choose the column header to change the sort order.
• Filter - Choose 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.

Search results buttons

The top left of the search results contains buttons to assist with the search results.

Using the context-sensitive menus

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