Sage Contact is an app for Office 365 that allows you to view Sage 100 customer and vendor information within Outlook.

• For customer contacts, the Overview tab shows the customer's credit information, contact information, salesperson, and price level.

  For vendor contacts, the Overview tabs shows the vendor's contact information, status, and terms.

• For customer contacts, the History tab shows the customer's balance, average days to pay, recent invoices, and recent payments.

  For vendor contacts, the History tab shows the balance owed to the vendor, the average days to pay, recent invoices, and recent payments.

• The Comms tab lists the latest emails received from the customer or vendor.

• The Memos tab shows the notes entered in Sage 100 for the contact and the customer or vendor memos.

Your ability to see customer and vendor information and edit contact information in Sage Contact is based on your security setup in Role Maintenance.

Before using Sage Contact, you must:

• Set up Office 365 integration
• Set up users for Office 365 integration

Click a link below to learn more about using Sage Contact.

View customer or vendor information

Create a customer or vendor contact

Edit contact information

 

View Sage 100 customer or vendor information in Outlook

1. Do one of the following:
   • Open an email from a Sage 100 contact.
   • Create a new email and enter a Sage 100 contact's email address in the To field.

2. Click the Sage Contact button.

Sage Contact opens in the far right pane.

 

Create a Sage 100 contact in Outlook

1. Do one of the following:
   • Open an email from the person you're adding as a contact.
   • Create a new email and enter the email address of the person you're adding as a contact.

2. Click the Sage Contact button.

3. If you have more than one Sage 100 company synced with Office 365, select the correct company.
4. In the Contact type field, select either Customer or Vendor.
5. In the Customer or Vendor field, start typing the name of the customer or vendor. A list of matching search results appears.
6. Select the applicable customer or vendor and enter the contact's name and other information.
7. Enter an unused contact code. A message will let you know if you enter a code that's already been used.
8. Click Link Contact.

A new contact is created for the customer or vendor record in Sage 100, and the information from the Sage 100 record appears in Sage Contact.

 

Edit Sage 100 contact information in Outlook

1. Do one of the following:
   • Open an email from the contact.
   • Create a new email and enter the contact's email address in the To field.

2. Click the Sage Contact button.

3. In Sage Contact, on the Overview tab, scroll until you see the contact information.

4. Click the edit button next to any field.

5. Update the contact's information as needed.
6. Click Save Changes.

The contact's information is updated in Sage 100.