Ethnos

Ethnos is a stand alone plug-in which allows interaction with Outlook and DOES NOT sync Contact records (works with Outlook 2010 / 2013 / 2016)

  • Email Associations to Opportunities, Contacts, and Projects Lead Creation
  • Task List Management
  • One-way Personnel Updates (Cosential to Outlook)

Permissions

Users must have the following permissions to use this feature:

  • Ethnos - Own Contacts and Search All
  • Contact Manager - Read/Write to be able to associate emails from Outlook to a Contact record
  • Opportunities - Read/Write to be able to associate emails from Outlook to an Opportunity record
  • Projects - Read/Write to be able to associate emails from Outlook to a Project record  
  • Leads - Read/Write to be able to create a Lead record from an email
  • Email - Read/Write to be able to make any email associations
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