Syncing contacts with Outlook
You can sync your Sage 100 Contractor contact records with Outlook.
Adding Sage 100 Contractor contacts to Outlook:
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Double click in the Link with Outlook column of the contact you want to add to the sync. |
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The word Add appears, indicating this contact record will be synced. |
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Repeat until you've selected all the contacts that you want to send to Outlook. |
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Click the Sync With Outlook button. |
Note: If a contact is listed multiple times in Sage 100 Contractor, it may contain different values for the same field. In these cases, you're presented with a conflict resolution window where you can decide which value should be used in the Outlook record. See "Resolving conflicts with contact records" for more information.
Syncing Sage 100 Contractor contacts with Outlook:
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Click the Sync With Outlook button. |
- All contacts that show Sync in the Link with Outlook column are updated in Outlook.
- All contacts that show Add in the Link with Outlook column are added to Outlook.
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Any conflicts are presented to you on the conflict resolution window. |
Important! If presented the following message, “Unable to continue: Sage 100 Contractor unable to connect to Outlook,” then close Sage 100 Contractor and make sure you are not running Sage 100 Contractor with administrator privileges.
More resources
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.