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  • Sales Lead in SM

    Does anyone use the Sales Lead feature in Service Management? I have set up Lead Types under Setup- Sales Lead. Now when I go to a work order, on the general tab, and use the drop down meanu for 'Sales Lead', nothing is listed. It says NONE. How can I…

  • Service Management

    Is there a way to print an equipment list for a customer without attaching it to a PM agreement?

  • Service Management, Agreements, Run a report that shows when PMs are Due for the year?

    Does anyone know if SM can show me all the Agreements and Scheduled times for the year? I have not found a way to run a report or show what PMs are Due and at What Interval. Hard to believe this software is not capable of showing the PM schedules for…

  • Service Management Customer Report?

    Is there a way to print a customer report in Service Management that will sort by city? I've used filters and that works well if I know the city. We have a new admin and I'm trying to print an entire customer base report by city. We're using Sage CRE…

*Community Hub is the new name for Sage City