Sage Contacts 

Sage 300 & Microsoft Office 365 Integration  

 

Sage Contacts is an Outlook add-in that provides key information about your customers and suppliers through Office 365.  You can run it from a laptop or a mobile device through the browser.  It can also be accessed from Desktop Outlook.  Simply open a recent email To or From the customer / supplier and e Sage Contracts icon.  

 

Overview Tab - You can view customer / supplier credit or debit as well as their contact details

 Sage Contacts - Outlook

 

  History Tab - You can view customer/ supplier's invoice & payment details etc.

 

 Sage Contacts - Outlook

 

Comms Tab - You can review recent customer / supplier communications & emails up to 10 items 

 

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Notes Tab - You can record important information "on the fly" notes & memo relating to the customer/ supplier or raised during the meeting

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