There are several ways to launch Microsoft Outlook from within Sage 100 Contractor.

Icons and buttons for emailing via Outlook

• Yellow Outlook icon in reports
• Outlook icon with the email address fields of job, vendor, and client contacts
• Outlook icon and within the 7-4 Contact Manager
• Click the white email icon in reports and choose Outlook as the email method
• Choosing Outlook for direct deposit, electronic fund transfer receipts, dispatch board, and Simple Time emails
• Selecting Outlook as the email method for scheduled reports and scheduled alert emails

  NOTE: You need to configure the user permission and outlook profile to use outlook for emailing.

Considerations for scheduling reports and email alerts

• Don't select Run the task with elevated privileges in the Scheduled Task Settings for scheduling reports or alerts
• Select Run the task only when I'm logged in in the Scheduled Task Settings for reports or alerts setup
• Outlook must be open at the scheduled time under the user profile that created the task

 NOTE: Version 26.1 and later addressed most issues with emailing reports and files from Sage 100 Contractor using Outlook.