Knowledge Base

Introduction Emails Relating emails to specific records Contacts Managing contacts Creating contacts Updating contacts Creating new records

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

Using the Force Sync option tells Mail Sync and Workbooks to run an immediate, full synchronisation instead of waiting for the next scheduled sync cycle. Normally, the systems sync automatically in the background at set

Introduction Using an Outlook rule to sync emails FAQ