Icons and Buttons

Displays or hides the navigation pane.

Refreshes the schedule board.

Indicates a service appointment.

Indicates a job appointment.

Indicates a resource appointment.

Show All Resources in Unscheduled Appointments.

Select to open the Customer Hub (in a separate browser window).

Select to open the Map and Route Resources window.

Direction arrows to open/collapse section. The arrows point in the direction that the window will open/collapse.

Direction arrows to open/collapse section. The arrows point in the direction that the window will open/collapse.

Select to select a specific date to display on the schedule.

Moves the schedule forward or back by one day.

Select to print a service call quick print.

Indicates that the service call has no attachments. Select this to open the Add Attachment window.

Indicates an attachment is available. Select this to open the Attachments window.

Indicates that the service call or appointment has no notes added. Select this to add a note.

Indicates that the service call or appointment has at least one attached note. Select this to open the Notes window.

This icon displays if the service call has the Date/Time Lock marked in Service Management. This option prevents the call from being rolled forward.

Use the Find icon to search within a grid. This icon appears on the Schedule Board and on the Customer Hub. For more information on using the Find feature, see Locating a Record Using Find.

Use the Export icon to export your Find results to an Excel spreadsheet. The filename defaults to the Find type and today's date.

Select to change your password in the User Profile window. See Changing Your Schedule Password.