SAGE Online includes an instant messaging feature called SAGEim that allows distributors and suppliers to communicate in real time. The tool lets users who need a question answered quickly get a response right away. Some basic setup of SAGEim is necessary to use it. To learn more about the SAGE benefits available through your PPAI membership, click here.
Follow the steps below to enable SAGEim,.
1. Install SAGEim
You will need to install SAGEim on any computer that will need access.
1a. Go to the SAGE website.
1b. From the Downloads menu at the top, click on Customer Downloads.
1c. Use your SAGE account number and password to log in to the Customer Download Center. Note that your SAGE account number is different from your supplier SAGE number. If you do not know your account number and password, please e-mail or give SAGE a call and they can re-send your login information to your main account contact.
1d. Click on the file SAGEimSetup.exe. When asked whether you want to save or open the file, choose to run the file.
1e. Follow the prompts to install.
1f. After installation, launch SAGEim. It is designed to run in the background, and you access SAGEim by double-clicking on its icon in the notification area by the clock on the Windows Taskbar.
2. Setup Users
You will need to setup a User Account for each person who will be responding to SAGEim sessions.
See: How To: Setup Login IDs for SAGE Supplier Center Users
3. Setup Call Groups In SAGE Supplier Center (optional)
The system supports setting up groups to handle specific types of requests. For instance, you may setup “Accounts Receivable,” “Customer Service,” etc. If you do not setup groups, anyone logged into SAGE Supplier Center will receive the SAGEim chat request.
3a. Double-click on the SAGEim icon in the notification area by the clock on the Windows Taskbar.
3b. In the SAGEim window click the Preferences icon on the toolbar (it looks like a small gear).
3c. Click the Call Groups tab.
3d. Click New Group, then give the group a name in the “Group Name” field under Group Details.
3e. Select any users that should be a part of the Group by checking the box next to their user name (this list will be the users you defined in Step 2 above).
3f. Repeat steps 3d-3e until you are satisfied with the Call Groups, then Click OK when finished.
4. SAGEim Is Now Configured
Remember that all users who want to answer SAGEim chat requests need to have SAGEim running and connected to the server. SAGEim itself does not have to be open on the screen. When a new chat request comes in, you will see an alert in the lower-right corner of your screen.