- Adding People to Outlook

Tip

To synchronise Outlook contacts with Workbooks consider upgrading your licence to include the Workbooks Outlook Connector.

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people_iconThere are two ways to add a contact to Outlook:

  • From a Person record - open the relevant Person record and click Download; or:

  • From a People Landing Page - open the People Landing Page and navigate to the view that contains the Person record you want to export to Outlook.  Click on the Download button on the relevant row.

NOTEYou may see a browser prompt asking if you want to leave your current page.  Click yes (or the equivalent) to accept this.  

Both methods will download a vCard for the relevant Person.  Click on it to open a card like the one below.  If you want to modify any details you can do so, then click Save & Close.  This adds the contact to your Outlook contacts.

 v_card

If the contact already exists within your Outlook contacts, you’ll receive a prompt asking if you want to add the Person as a new contact or update the information that already exists in Outlook. Choose your preferred option and click Update.