Why develop Sage 300 CRE MyCommunicator for Outlook?

In talking with many construction and real estate professionals, a healthy majority of the normal day-to-day operation is spent in email. Most commonly, time was spent either following up on needed information, documents, or determine the status of something. We also discovered that a majority of these conversations and correspondences around information were pertaining to data found in the company’s Sage Project Accounting software, and that most workers said they have their email open at work all day, every day.

With all of this in mind, we came up with the idea to incorporate Sage Accounting data directly into the Microsoft Outlook application, as well as a way to create individual activity logs for items from the Sage 300 database in order to better track activity and responsibility. Our result was Sage MyCommunicator for Outlook.

Possible Uses

• Vendor compliance. Request, manage, and update all the documents and information you
  require from subcontractors and material providers, as well as update information in Sage
  300 Construction, within Microsoft Outlook.
• Lien releases. Generate your company’s job-specific lien waiver format, send to vendors to
  be signed, and record as received in Sage 300 Construction from Outlook.
• RFIs. Stay on top of requests for information and log all activity directly updating Sage 300
  Construction from Microsoft Outlook.
• Change request vendor pricing. Ensure your employees and vendors are aware of
  updates for change requests entered in Sage 300 Construction.
• Employee and job checklist. Keep track of all tasks in every stage of the project lifecycle
  by employee and monitor their progress within Microsoft Outlook.
• Customized workflows. Create the workflows your organization needs using data from
  Sage 300 Construction, including information in your custom fields.

System Requirements

Outlook
MyCommunicator is compatible with the 32-bit versions of Microsoft Outlook 2010, Microsoft Outlook 2013 and Microsoft 365.

Email Server
While MyCommunicator requires the 32-bit version of either Microsoft Outlook 2010, 2013 or Microsoft 365; there are no email server requirements.

Sage
Sage programs and the Sage server must be at least version 13.1 in order to be compatible with MyCommunicator.

MyAssistant Licenses
Every MyCommunicator user does not need their own MyAssistant license. One MyAssistant Designer license is needed somewhere in the company for the purpose of creating Tasks that generate the notifications used in MyCommunicator.

Installation and Activation

How do I Get it?
If you are interested in learning more about MyCommunicator or MyAssistant, contact your Sage business partner or call your customer account manager at 800-858-7095.

Before You Begin
Before starting the installation process for MyCommunicator, make sure that you have your Customer ID number, your MyCommunicator product key.

Activation
After the MyCommunicator installation has completed, the next time you open Microsoft Outlook you will receive this message about configuring the software.

Training

Sage University
MyAssistant YouTube Channel