Schedule 2019 (3.0)
Schedule 2019 (3.0)
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Filtering and sorting in Schedule

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Filtering and sorting on the Customer Hub

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.png

Find - For information on locating records in the Customer Hub using the Find icon, see 

Locating a record using Find

.

clear-filter.png

Clear Filter - Choose to clear the current search results filters.

refresh.png

Refresh - Reloads the results from the database.

export.png

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-chooser.png

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


Filtering and sorting the unscheduled/unassigned appointments

You can filter and/or sort the information displayed in the Unscheduled/Unassigned grid.

  • Filtering - Use the fields below the column headers to enter filtering criteria to limit the appointments that display in this section. 

  • Sorting - Sort the columns by selecting the column header. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A).