Sage Contact for Office 365: Cloud Connectivity for Sage 100
Sage Contact is a Microsoft Outlook add‐on that allows you to view Sage 100 customer information in Office 365.
The Contacts app in Office 365 allows you to look up information on a Sage customer or vendor contact without having to look up the contact in Sage 100cloud.
Sage Contact for Office 365With the Sage Contact app, Sage 100cloud users can integrate their Office 365 suite to be able to view Sage 100 customer information in Outlook, Excel, and more. The Contacts app in Office 365 allows you to look up information on a Sage customer or vendor contact without having to look up the contact in Sage 100cloud.
Data views include:
- Contact name, address, phone, and email
- Recent invoices and payment history
- Credit standing information
- Internal memos
- and more!
Users also have the ability to edit contact information and create new contact records in Outlook and the two-way integration allows the changes to update the records in Sage 100cloud as well.
Sage Contact Components
Sage Contact consists of various tabs and sections that populate key customer information from Sage 100 into Office 365/Outlook.
Overview
This 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 100cloud.
History
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 last 20 invoices and payments to review details.
Communications
Quickly review and reply to recent emails to and from the customer as well as other communications entered directly from Sage 100cloud.
Notes
Displays notes created in Sage Contact as well as memos from Sage 100cloud. You can also update notes during or immediately after a meeting for better accuracy.
Benefits of Sage Contact
A business powered by Office 365 and Sage has the power of collaboration and sharing files, data, emails or more. More importantly, information can be shared within Microsoft’s cloud compliant environment, which is safe, trusted, and secure – and businesses have been relying upon it for over a decade.
By integrating with Office 365, Sage 100cloud enables you to keep track of finances quickly and accurately, as well as act on opportunities, directly from your smartphone and tablet. Critically, Sage 100cloud helps you to manage your time and business more efficiently, leading to growth.
