Adding People to Outlook
It is possible to download selected People records into your Outlook without using the Workbooks Exchange Sync Services
There 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
at the end of the relevant row.
NOTE: You 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.
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.
Note
As standard, ‘Everyone’ user group has the capability to download vCard until or unless this has been changed by the System Admin.