Open the Sage Contact add-in in Outlook desktop

When sending an email

1. Open Microsoft Outlook, then select New Email.
2. Enter the recipient's email address.
3. Open the Message tab, then select Sage.
   The Sage Contact pane opens on the right-hand side.
4. Select Sign in with your Microsoft 365 ID if prompted.

When reading an email

1. Open Microsoft Outlook.
2. Open the email.
3. Open the Message tab, then select Sage.
   The Sage Contact pane opens on the right-hand side.
4. Select Sign in with your Microsoft 365 ID if prompted.

Use the Sage Contact add-in

When you open the add-in, Sage 50 Accounts checks the email address against existing customer and supplier contacts.

If a matching contact exists

If the email address matches one contact, their details appear automatically. If the email address matches multiple contacts, select the required contact to view their details.

If no matching contact exists

You can:

• Link the email address to an existing contact
• Create a new contact

Link an email address to an existing contact

1. Select 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 dropdown list
   • Company name: Customer or supplier company name
   • Contact name: Enter the contact name
   • Email address: Enter the email address to link to
3. Select Link Contact.

The contact updates during the next Microsoft 365 synchronisation.

Create a new contact

1. Enter the following details:
   • Company: Select the company to link to
   • Contact type: Select Customer or Supplier
   • Account Reference: Enter the account reference for the record
   • Company name: Enter the contact's company name
   • Contact name: Enter the contact's name
   • Email address: Enter the contact's email address
2. Select Create.