Knowledge Base

Introduction Emails Relating emails to specific records Contacts Managing contacts Creating contacts Updating contacts Creating new records Introduction The WESS Add-in allows you to have greater control over the synchronisation of records between Workbooks and

Creating new records in both Workbooks and your email client Using the WESS to update information Creating new records in both Workbooks and your email client If you need to create a new Person and

You can force the WESS to synchronise to Workbooks by pressing the ‘Force Sync’ button at the top of your Exchange Sync preferences found in Start > Preferences > Exchange Sync as shown below:

Introduction Using an Outlook rule to sync emails FAQ Introduction The WESS works by utilising Outlook’s ‘Categorize’ functionality, and runs in 30 minute synchronisation batches. This means it is very simple to understand and get