- Adding People to Outlook
Introduction
Training
Desktop Environment
Activities
Cases
Email
Forecasts & Quotas
Importing Data
Leads
Marketing
Opportunities
People & Organisations
Reporting
Transaction Documents
Workbooks Glossary
Workbooks Mobile Client
Outlook Connector
Preferences
Auditing
Configuration
Releases & Roadmap
Administrator Service
Support
Tip:
To synchronise Outlook contacts with Workbooks consider upgrading your licence to include the Workbooks Outlook Connector.
Forum Posts
- How to automatically cc/bcc the email dropbox when sending emails in Outlook
- Sending images in Workbooks emails
- Alternative Email Addresses and Dropboxes
- Email to Case
- Additional email addresses
- How do I get the WOC to only sync data from workbooks to outlook and not vice versa?
- Outlook Connector Error During Install - "Error 2878.On the dialog select_profile the control ComboBox2 has a possible value"
- How do I restart Outlook with the /resetfolders parameter? I'm receiving a message stating "Corrupted storage detected"
- What does "This record is incomplete because it did not match your filter" mean?
- People Categories
- Duplicate records
- Sending quotes
There are two ways to add a contact to Outlook:
-
From a Person record - open the relevant Person record and click Download; or:
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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.
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.