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Adding People to Outlook

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There are two ways to add a contact to Outlook:

Tip

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

  • From a Person record - open the relevant Person record and click Download  Download_button_person.png

     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 Download_button.png 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.

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.

Related content

It is possible to create new People from the People Landing Page, or from the Person tab of an Organisation so that it automatically populates the Employer.