When sending a email

1. Sign in to Microsoft 365 using the Microsoft 365 ID that's linked to your Sage 50 Accounts.
   
   If you're logged in with a different Microsoft 365 ID, you need to sign out and sign in again using the correct ID.
   
   
2. Click the app selector  then click Mail.
3. Click New, then under To enter the email address you want to send an email to.
4. Below the main body of the email, click the ellipsis (three dots) then click the Sage Contact add-in icon,  .
   
   The Sage Contact add-in appears in the right hand sidebar.
   
   
5. Click Sign in with your Microsoft 365 ID.

For details of how to use the Sage Contact add-in, please refer to the section Use the Sage Contact add-in.

 

When receiving an email

1. Sign in to Microsoft 365 using the Microsoft 365 ID that's linked to your Sage 50 Accounts.
   
   If you're logged in with a different Microsoft 365 ID, you need to sign out and sign in again using the correct ID.
   
   
2. Click the app selector   then click Mail and open the email you've received.
3. On the right-hand side click the ellipsis (three dots), then click the Sage Contact add-in icon, .
   
   The Sage Contact add-in appears in the right hand sidebar.
   
   
4. Click Sign in with your Microsoft 365 ID.

For details of how to use the Sage Contact add-in, please refer to the section Use the Sage Contact add-in.

 

Open Sage Contact in Outlook desktop app

When sending an email

1. Open Microsoft Outlook then, on the Home tab, click New Email.
2. Under To enter the required email address.
3. On the Message tab under Sage Group, click Sage Button.
   
   The Sage Contact add-in appears in the right hand sidebar.
   
   
4. Click Sign in with your Microsoft 365 ID.

For details of how to use the Sage Contact add-in, please refer to the section Use the Sage Contact add-in.

When receiving an email

1. Open Microsoft Outlook then double-click the email you've received.
2. On the Message tab under Sage Group, click Sage Button.
   
   The Sage Contact add-in appears in the right hand sidebar.
   
   
3. Click Sign in with your Microsoft 365 ID.

For details of how to use the Sage Contact add-in, please refer to the section Use the Sage Contact add-in.

 

Use the Sage Contact add-in

In desktop Outlook 2016, to pin the Sage Contact pane so it remains open, click the pin icon in the top right of the pane.

When you open the Sage Contact add-in, the email address is checked against all customer and supplier record contacts.

If the email is found

• Email found on one contact - Details of the contact appear in the Sage Contact add-in.
• Email found on multiple contacts - A list of linked contacts appear. Select the required name to show details of the contact in the Sage Contact add-in.

 

If the email isn't found

You can either create a new contact or link to an existing one:
Already have a record for this contact?

1. Click Link contact.
2. Enter the following details:
   • Company - select the company you want to link to.
   • Contact type - select the Customer or Supplier.
   • Account Reference - select the required account reference from the drop-down list.
   • Company name - customer or supplier company name.
   • Contact name - enter the contact name.
   • Email address - enter the email address you to link.
3. Click Link contact.
   
   

Create a new contact

1. Enter the following details:
   • Company - select the company you want to link to.
   • Contact type - select Customer or Supplier.
   • Account Reference - enter the required account reference for the record you're creating.

   There's no validation on the account reference until Sage 50c Accounts next synchronises with Microsoft 365. If the reference already exists, or doesn't meet the required validation, an error appears in the Sage Business Center.

   • Company name - enter the contacts company name.
   • Contact name - enter the contacts name.
   • Email address - enter the contacts email address.
2. Click Create.

The contact is linked or created the next time you synchronise Sage 50 Accounts with Microsoft 365.

Watch the video

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