--- title: Using Sage Contact for Office 365 description: With the release of Sage 300cloud 2019, Sage introduced Sage Contact - an Outlook add-in that allows you to view Sage 300 customer information in Office 365. image: https://www.equationtech.us/hubfs/blog_images/sage-hrms-component.png --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Using Sage Contact for Office 365 ![technology blog](https://www.equationtech.us/hubfs/blog_images/sage-hrms-component.png) **twitter **linkedin **facebook With the release of Sage 300cloud 2019, Sage introduced Sage Contact - an Outlook add-in that allows you to view Sage 300 customer information in Office 365. In this article, we’ll take a closer look at the app and integration. ### Sage Contact for Office 365 When you integrate Office 365 with Sage 300cloud, you can use the Sage Contact app to view Sage 300 customer information in Outlook, including the following data: • Recent invoices and payments • Credit information • Contacts’ name, address, phone, and email • Customer memos What’s more, you can also edit contact information and create new customer contact records in Outlook and have the changes update to Sage 300cloud. ### Benefits of Sage Contact Because it’s available through Outlook in Office 365 via laptop, tablet, or mobile device, Sage Contact is a very useful feature for sales staff that may spend time on the road, yet need access to key customer information in order to prepare for meetings. Suppose you’re heading out for a customer visit and want to make sure you’re up to date on the status of their account. Rather than calling the office to have someone in accounting run a report and get back to you, you can simply use Sage Contact to open a recent email to or from the customer and select the Sage Contact icon to display the info on your device. ### Sage Contact Components Sage Contact consists of various tabs and sections that populate key customer information from Sage 300 into Office 365/Outlook. Here’s a breakdown of what you’ll see: - **Overview Tab** - provides the customer’s available credit as well as address and phone number. Contact details can be updated in the app and sent directly to Sage 300cloud. - **History Tab** - displays how much money is owed by the customer as well as average number of days to pay invoices. You can also click through the latest invoices and payments to review details. ![sage-hrms-component](https://www.equationtech.us/hs-fs/hubfs/blog_images/sage-hrms-component.png?width=433&name=sage-hrms-component.png) - **Comms Tab** - quickly review and reply to recent emails to and from the customer as well as other communications entered directly from Sage 300cloud. - **Notes Tab** - displays notes created in Sage Contact as well as memos from Sage 300cloud. You can also update notes during or immediately after a meeting for better accuracy. [Refer to this online guide](http://help.sage300.com/en-us/2019/web/index.htm#MicrosoftOffice365_Integration/Office365_Integration_TOC.htm) for more detail on using Sage Contact or get in touch if you’d like help getting it up and running. ### Related Articles ##### [Sage 300 & Windows 10 End of Life: What You Need to Know](https://www.equationtech.us/sage-accpac-blog/sage-300-windows-10-end-of-life-what-you-need-to-know) There’s been a lot of conversation lately around Windows 10 end of life and what that means for... ##### [From Start-Up to Quarter Billion – How Sage 300 Scaled Success](https://www.equationtech.us/sage-accpac-blog/from-start-up-to-quarter-billion-how-sage-300-scaled-success) We also have a [video version](https://drive.google.com/file/d/1ssdM9iHt6Wz86A-VDvAER03NdXkAodg9/view?usp=sharing) of this article, where you can hear directly from one of our ERP... ##### [How to Simplify Payroll and Job Costing with Sage 300](https://www.equationtech.us/sage-accpac-blog/how-to-simplify-payroll-and-job-costing-with-sage-300) Getting payroll to play nice with your job costing system is like fitting a square peg into a round... ## Need Help Now? 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