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How do I download a contact's vCard from Redtail?

If you would like to download a contact's vCard, you can do so from their Common Tasks menu: 

 

After clicking the Common Tasks icon (pointed to in the screenshot above), you will see the Common Tasks available to you: 

 

Click "Download vCard". After your download is complete, just click your download and you'll then see the option to add the card to your default program (Outlook, Contacts (on Mac), etc.)

Note: the process may vary slightly with different versions of Outlook and different Operating Systems, but this is the basic process. If you have questions about this or run into any issues, just reach out to our Support Team and we'll be happy to assist further.

 

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