In a recent release of Sage 100cloud 2018, Sage introduced Sage Contact ‐ an Outlook add‐in that allows you to view Sage 100 customer information in Office 365.

 

Let’s take a closer look at the app and integration.

Sage Contact for Office 365

When you integrate Office 365 with Sage 100cloud, you can use the Sage Contact app to view Sage 100 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 are update to Sage 100.

 

Sage Contact for Office 365 100cloud

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.

For example, suppose you’re heading out to a customer meeting and want to make sure you’re up to date on the status of their account.

Rather than calling in to the office and have someone in accounting run a report and get back to you, with Sage Contact you simply open a recent email to or from the customer and select the Sage Contact icon.

 

To learn more about What’s New in Sage 100 or to download the release notes, check out the original newsletter article.

To keep abreast of news like this and to get the latest Sage 100-related information that affects your business, subscribe to our newsletter.

 

Contact us if you’d like further information about the latest version of Sage 100.

 

 

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