Introduction to the Mail Sync Add-in

The Mail Sync Add-in allows you to gain greater control over the synchronisation of records between Workbooks and Outlook. This Add-in runs in parallel with the Workbooks Exchange Server Synchronisation to provide a complete solution for managing the synchronisation of Emails, People, Tasks as well as a number of other records between the two systems.

In addition to having all of the synchronisation abilities that come with the Mail Sync, those using the Outlook Add-in will benefit from being able to make a direct connection to Workbooks. This will allow you to create and update records in Outlook itself, these will then be immediately available within Workbooks and accessible for all other Users.

This Add-in provides users with the ability to increase their productivity as they are able to create new People or Lead Records within Outlook with the data held in the email they are reading without the need to switch between Outlook and Workbooks.

The Mail Sync Add-in appears as a sidebar within Outlook, Outlook Online or the Outlook App for iOS and Android, allowing you to easily review the records held in Workbooks and make quick updates to them on the go.