Tasks and Contacts
  • Sicon Tasks & Contacts is a contact, notes and reminder system that is fully integrated with Sage 200. Aimed at customers who feel a full CRM system is too complex for their requirements and need a simple contact management system.

    Product brochure

Tasks and Contacts

Sicon Tasks & Contacts is a contact, notes and reminder system that is fully integrated with Sage 200. Aimed at customers who feel a full CRM system is too complex for their requirements and need a simple contact management system with notes, actions, tasks and reminders plus simple Mobile and e-marketing integration.

Sicon Task and contact manager

Amending a task via the Task Desktop List

Tasks and Contacts – Detailed Description

  • Installed and maintained as an add-on within Sage 200.
  • Create contact records for prospects, engineers, admin contacts or prospective suppliers without creating sales or purchase ledger accounts.
  • Option to create accounts later and link the contact record details to them.
  • Create additional contacts against sales and purchase accounts where the users have no access to the sales ledger.
  • Use these linked contacts in Sicon Hire and Sicon Service.
  • Keep notes and actions completed or set task and reminders for yourself or other users on sales orders, purchase orders, stock items or other Sage 200 modules.
  • A Sage 200 Desktop list provides a list of task, actions and reminders assigned to the user.
  • Pop-up reminders are provided for tasks and notes with due dates & times.

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