Customer contacts

Find this screen

Open: Customers > Create & Amend Accounts > Amend Customer Details

How to

Add a new contact

Open: Customers > Create & Amend Accounts > Amend Customer Details.

  1. Select the customer account.
  2. Move to the Contacts tab.

    Contacts for this customer are displayed.

  3. Click Add to add a new contact.
  4. Enter the contact name and Details.

  5. To add more than one item of information:

    1. Click More, and enter the details.
    2. Select the item that should be displayed as the default for the contact, then click Set as Default.
  6. To specify a job Role for your contact:

    1. Click Add.
    2. Select a role from the list.
    3. If this person is the main contact for this role, select Preferred Contact.

Duplicate a contact

Open: Customers > Create & Amend Accounts > Amend Customer Details.

  1. Select the customer account.
  2. Move to the Contacts tab.

    Contacts for this customer are displayed.

  3. Click Add to add a new contact.
  4. Click Duplicate.

    1. Select the contact that you want to duplicate as the new contact.

      • Contacts for this customer are displayed, but you can select a different customer.
      • You can use View details to check their contact details.
    2. If you also want to copy the roles assigned to this contact, select Duplicate roles.
    3. Click OK to duplicate the contact.
  5. Edit the name and details for the new contact.

Set the contact as the default

The default contact details are automatically used by Sage 200cloud for common reports such as the Aged Debtors Report, and on the Customer List.

Note: Setting a contact as the Default is the same as setting that person to be the preferred contact for the Account job role.

Open: Customers > Create & Amend Accounts > Amend Customer Details.

  1. Select the customer account.
  2. Move to the Contacts tab.
  3. Select the contact and click Set as Default.

Delete a contact

Open: Customers > Create & Amend Accounts > Amend Customer Details.

  1. Select the customer account.
  2. Move to the Contacts tab.
  3. Select the contact and click Delete.
  4. Click Yes to the confirmation message.

You cannot delete a contact if:

  • The contact is a Preferred Contact for one of the mandatory roles - Account or Send Statement To. You must first set a different contact to be the preferred contact for either of these roles.
  • The contact is the only contact for the supplier. While you cannot delete your last contact, you can set the contact name and all its details to be blank.

Useful info

About job roles

You can set a job role for people that you add as contacts for a customer account.

These roles are mandatory for the customer account:

  • Set the Account role for the person who is the main contact for this customer account.

    This is the same as setting the person as the Default contact. The default contact details are automatically used by Sage 200cloud for common reports such as the Aged Debtors Report, and on the Customer List.

  • Set the Send Statement To role for the person who will receive documents and letters for this customer account.

    Sage 200cloud uses the default email address of this contact when you send a statement.

To assign a job role to a contact, choose them as the Preferred Contact for that role.

Note: You can't delete a contact if they are the Preferred Contact for one of the mandatory roles - Account or Send Statement To. You must first set a different contact to be the preferred contact for either of these roles.

View contacts in the Sage Contact app

Use the Sage Contact app to see details of your Sage 200cloud customer accounts in Outlook for Microsoft 365.

You can also update some of your contact's details directly in Outlook, which will be synchronised with Sage 200cloud.

See Use the Sage Contact app with Microsoft 365.

Send a message using Skype

To send a message to a contact using Skype, click the icon next to the contact's email address.

Note: To do this, you need to use Skype for Business.