Using Sage Contact for Office 365

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.
  
• 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 for more detail on using Sage Contact or get in touch if you’d like help getting it up and running.