Search a contact’s past and future jobs

To search a contact's past and future jobs in Scheduler, follow these steps:

  1. In Reveal Field, click Scheduler.
  2. Select the ALL JOBS tab Capture.JPG
  3. Enter the contact’s details including: first or last name, company, email, phone numbers, or job ID into Search.
  4. Click on View past jobs and select the one that you want to view. If you only want to see past jobs from a specific period, use the Timeframe drop-down menu.
  5. To see a customer's upcoming jobs, switch the filter from Scheduled to Pending.
  6. To choose start and end dates of the jobs you would like to see, click Custom.

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