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Adding People to Outlook

people_icon

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

Displaying & Adding People

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.