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
History Tab - You can view customer/ supplier's invoice & payment details etc.
Comms Tab - You can review recent customer / supplier communications & emails up to 10 items
Notes Tab - You can record important information "on the fly" notes & memo relating to the customer/ supplier or raised during the meeting