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