Pimbrook Software

4962: Contact your customers and suppliers using Skype for Business

Last Modified:
Author: Pimbrook Support

Contact your customers and suppliers using Skype for Business

If you have customers or suppliers who are available to contact using Microsoft Skype for Business, in Sage 50cloud Accounts v24.2 you can now do this quickly from within the customer and supplier records.

Set up Skype for Business

To use this feature you must have Sage 50cloud Accounts and have Microsoft Office 365 with Skype for Business installed.

Set up your customers and suppliers

To use Skype you must enter Skype email addresses in your customer and supplier records.

1. On the navigation bar click Customers or Suppliers.
2. Double-click the required record and under Email1, Email2 or Email3, enter your customer’s or supplier’s Skype email address.

To add an email address to other addresses, click Address & Contacts select the required address then click Edit and enter an email then click OK and click Close.
Click Save.

Use Skype to contact a customer or supplier

1. On the navigation bar click Customers or Suppliers.
2. Double-click the required record then click Skype.

If there’s more than one email address on a record, click the required contact then click Open in Skype.

 


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