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Frequently Asked Questions |
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What are the system requirements? |
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Where can I buy Prophet? |
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Does Prophet work with Outlook 2010, 2007, 2003, Outlook XP? |
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Does Prophet work with 32 or 64 bit versions of Outlook and Windows? |
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Prophet work with Mobile Phones such as iPhones, Droids, Blackberries & other major phones? |
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Does Prophet work in iPads, Samsung Galaxy and other Tablets? |
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Does Prophet work in Macs? |
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How does sharing work in Prophet? |
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Does Prophet work with Windows Tablet PC? |
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How do I share Prophet data with other users? |
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Does Prophet work while I am Offline? |
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Can I send an attachment with the Group Email Wizard? |
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What if I don’t see all my contacts in Prophet? |
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I deleted a contact in Outlook; why is it still in
Prophet? |
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I clicked View Report but the window is grey? |
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I moved contacts between folders in Outlook; why aren’t
those changes reflected in Prophet? |
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Does Prophet Toolbars work in all version of Outlook?
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What is the difference between the Email, Task and
Appointment buttons on the Contact Manager toolbar and the Opportunity window
toolbar? |
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Can I create custom reports? |
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When I create an email in Prophet, why doesn’t Outlook
recognize some of the email names? |
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What are the up and down arrows in the Opportunity
window for? |
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How do I get my ACT, Goldmine or other data into Prophet? |
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Does Prophet work with Exchange Public Folders? |
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How do I export my custom product groups/products to
other users? |
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How do I export my custom opportunity window to other
users? |
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How do I export my custom report templates to other
users? |
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I noticed that Prophet automatically assigns a Company
ID when a new company is created. Can I either get that list of Company ID’s in
a spreadsheet or have a way to change it to fit my current scheme?
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How do I change the Prophet display name so that it says
a different name? |
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Can I change the default action of the buttons on the
Prophet Toolbar? For example, clicking on New would automatically pop-up a
contact or company account instead of an opportunity? |
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Will Prophet change any functionality of Outlook? |
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If the forms in my Outlook have been modified, will
Prophet change or effect these in some way? |
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I have Contacts that have nothing to do with sales at
our company. For use of only sales contacts within the Prophet system, what is
the best way to set this up (in Outlook and/or Prophet) so that I am only using
sales contacts in Prophet?
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What version of Microsoft SQL Server are supported?
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After Prophet installs, I do not see the Avidian Prophet
folders when launching Outlook?
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How do I fix peer-to-peer sharing of Prophet once I install Windows XP SP2?
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Does Prophet work with Terminal Server or Citrix?
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Does Prophet require Internet Explorer to be the default browser?
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Does Prophet for Palm require Prophet to be already installed?
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Does Prophet work in any other languages besides English? |
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| Q: Where can I buy Prophet? |
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| A: Prophet Sales and Contact Management Software can be purchased online from the Avidian web site
and opt to either download an electronic copy immediately or receive
shrink-wrapped software in the mail. Click on the Buy Now button on the Avidian
Home page, or the Buy Prophet button at the bottom of any Avidian web site
page. Prophet can also be purchased directly from Avidian Technologies by
contacting us via email at sales@avidian.com
or via telephone at Toll Free: 1-800-399-8980 |
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| Q: Does Prophet work with Outlook 2010, 2007, 2003, Outlook XP? |
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A: Prophet works with Outlook 2010 (32 bit version only), 2007, 2003, XP/2002. It also is compatible with Exhange 2000 and 2003. The operating systems requirement is Windows 2000, Windows XP, and Windows Vista. Prophet will not work with Windows NT, 98, 95 or Millenium |
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| Q: Does Prophet work with 32 or 64 bit versions of Outlook and Windows? |
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A: Prophet OnPremise versions do not work with 64bit Outlook, Prophet OnDemand does work with 64bit Outlook and both versions of Prophet work on both 32bit and 64bit Windows Operating Systems.
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| Q: Prophet work with Mobile Phones such as iPhones, Droids, Blackberries & other major phones? |
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| A: Yes, if you have our Prophet OnDemand products, you can access your contacts, opportunities, notes and other related information through the browser on your phones. Currently, the Prophet mobile access is included with all Prophet OnDemand subscriptions. |
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| Q: Prophet work in iPads, Samsung Galaxy and other Tablets? |
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| A: Yes, if you have our Prophet OnDemand products, you can access your contacts, opportunities, notes and other related information through the browser on your tablet computers. Currently, the Prophet mobile access is included with all Prophet OnDemand subscriptions. |
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| Q: Does Prophet work in Macs? |
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| A: Yes, Prophet works in Macs using emulation software like Parallel’s, VMWare, Microsoft Virtual Machines, etc. |
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| Q: How does sharing work in Prophet? |
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A: With the Prophet Server Editions, all the team's sales and contact data resides on a centralize Prophet server that you would install on your network server. That way the team can view each other's data, edit it if given the proper permissions and create consolidated sales reports. When users are offline, Prophet keeps track of new and modified data and automatically synch's this data with the Prophet Server when you reconnect to the network.
With our Prophet OnDemand versions, all of the centralize data would reside on our Prophet Server Cloud and each individual user would have access to the data depending on the user permission granted to them. With our OnDemand Versions, you could also log into www.ProphetOnDemand.com to access your Prophet data via any major web browser or newer versions of your smart phone.
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| Q: Does Prophet with Windows Tablet PC? |
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| A: Yes. Prophet works with the Tablet PC. |
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| Q: How do I share Prophet data with other users? |
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| A: The Prophet Administrator allows you to set the type of data sharing;
Connect to a Prophet Server, Peer-to-Peer or keep private. You have control
to set access to Read Only, or Read And Write. Data Sharing allows you to view
or modify other user’s data along with your own data in Prophet; Prophet
Reports allows you to include other user’s data along with your own data in
reports that you can print or save. |
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| Q: Does Prophet work while I am Offline? |
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| A: Yes. Prophet OnPremise works offline. |
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| Q: Can I send an attachment with the Group Email Wizard? |
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| A: Prophet includes the ability to send an attachment with
personalized group emails. |
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| Q: What if I don’t see all my contacts in Prophet?
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| A: Prophet displays contacts in the Contact Manager List View
based on the Folders and Categories you have checked. Open the Folders button
in the Contact Manager toolbar and verify what folders and what Categories are
checked. Checking no categories will return all contacts in the checked
folders, regardless or what categories the contacts are associated with.
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| Q: I deleted a contact in Outlook; why is it still in Prophet?
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| A: Deleting a contact in Outlook moves the contact to the Deleted
folder. Until the Deleted folder is emptied, the contact is not really deleted.
Only then will the delete be propagated to Prophet. Prophet will then delete
the contact from Prophet, except that the username, company, and email address
will still be displayed in the Contact Manager List View. This data is retained
because this contact may have opportunities associated with the contact’s name
and company. You must highlight and delete the contact’s name in Prophet in
order to completely delete the contact. Deleting a contact in Prophet will
automatically delete the contact from Outlook. |
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| Q: I clicked View Report but the window is grey?
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| A: There is a status bar at the bottom of the reports window. If
there is no data that fits the report parameters, it will state, "There is
currently no information to compose the report as requested." |
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| Q: I moved contacts between folders in Outlook; why aren’t those
changes reflected in Prophet?
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| A: If changes to contacts in Outlook don’t show up in Prophet,
click on the Tools toolbar button in Contact Manager or Opportunity Manager,
and click Re-synch Contact/Company Data. It could take several minutes to complete the data
re-synch. |
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| Q: What is the difference between the Email, Task and Appointment
buttons on the Contact Manager toolbar and the Opportunity window toolbar?
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| A: Creating Emails, Tasks or Appointments via the Contact Manager
toolbar buttons will create general emails, tasks or appointments which are the
same as creating those items in Outlook. However, if you create emails, tasks
or appointments via the toolbar buttons in the Opportunity window, they will be
linked with that specific opportunity. Now you can view the task and
appointments in Prophet Today and see the associated opportunity, or search for
emails, tasks or appointments associated with a specific opportunity. |
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| Q: Can I create custom reports?
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| A: Custom report templates can be created using the Prophet
Reports Wizard and modified using the Reports Designer. The Wizard allows you
to start with one of the existing report templates and add, remove or re-order
the report fields. The Designer allows you to add graphics, add or modify
report text and modify text fonts in custom templates only. The data generated
by the standard report templates that ship with Prophet can be fine-tuned by
modifying any filters that apply to that report category. The data generated by
any report template can then be saved in multiple file formats or printed.
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Use a current report template such as Account Sales and change the
filters that drive the information on the report. Save the filters and report
as a unique report.
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Use the report designer to start with a current template and alter
the template using the report designer. Fields, actions, titles and pictures
can all be added or edited in the designer.
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| Q: When I create an email in Prophet, why doesn’t Outlook recognize
some of the email names?
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| A: When you add a name to an email, Outlook will underline the
contact name with a solid line if Outlook can resolve the email name with an
email address. Outlook will underline the contact name with a zig-zag line if
it can resolve the contact name to more than one email address, and you will be
prompted to choose which email address you want to use. But if Outlook cannot
resolve the contact name to an email address, the name will not be underlined.
There could be two reasons for this: the contact may not have an email address
in the contact record; or the contact may belong to a folder that has not been
configured as a valid Outlook address book. This is often the case if the name
is in a sub-folder. To set the permissions for a folder, Right-click on the
folder name in Outlook>In the Folder Properties dialog, select Outlook Address
Book tab>check “Show this folder as an e-mail Address Book”. Now Outlook can
resolve the contact’s email address. |
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| Q: What are the up and down arrows in the Opportunity window for?
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| A: If you have opened an opportunity from the Opportunity Manager,
you can scroll through the opportunities listed in the Opportunity Manager by
clicking on the up or down arrows. Each successive opportunity will be
displayed in the Opportunity window. If you are viewing a remote computer’s
opportunities along with your own, the remote opportunity will be greyed if
access is set to Read Only. |
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| Q: How do I get my ACT, Goldmine or other data into Prophet? |
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A: Several ways exist now to import ACT and GoldMine data into Outlook. You can check the ACT or Goldmine partner site for products that migrate to Outlook. Once the data is imported into Outlook, it is therefore also in Prophet. Won’t it be nice when you don’t have to worry about this?
- Outlook includes an import/export wizard that can bring-in tab separated and comma separated values. Depending on how your ACT! or GoldMine files are configured, you can use this utility to bring in specific data.
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Several ACT! to Outlook or GoldMine to Outlook data converters exist for a more complex data exchange.
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1. Outlook includes an import/export wizard that can bring-in tab
separated and comma separated values. Depending on how your ACT! or GoldMine
files are configured, you can use this utility to bring in specific data. |
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2. Several ACT! to Outlook or GoldMine to Outlook data converters
exist for a more complex data exchange. |
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| Q: Does Prophet work with Exchange Public Folders? |
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| Yes, Prophet supports accessing Public Folders in Exchange. |
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| Q: How do I export my custom product groups/products to other users? |
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| A: The Import and Export Wizard enables you to export or import
all customizations including report templates, product groups and opportunity
window changes for use by other Prophet users. |
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| Q: How do I export my custom opportunity window to other users? |
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| A: The import/export wizard allows you to export custom configurations to other users on your network with a few clicks. |
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| Q: How do I export my custom report templates to other users? |
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| A: The Import and Export Wizard enables you to export or import
all customizations including report templates, product groups and opportunity
window changes for use by other Prophet users. |
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| Q: I noticed that Prophet automatically assigns a Company ID when a
new company is created. Can I either get that list of Company ID’s in a
spreadsheet or have a way to change it to fit my current scheme? |
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| A: There is no way to change the Company ID that is assigned as we
use this to match-up the additional Prophet data with the data stored in
Outlook. You can assign account numbers to company accounts by doing the
following: |
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Click view on the Prophet Toolbar and select company account |
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Click on the edit button in the Prophet Data Window |
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Click on the details tab |
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Input the number or letters you want in the account number field
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| Q: How do I change the Prophet display name so that it says a different name? |
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| A: In the Prophet Administrator, under the General tab, you can
enter the name you would like displayed by Prophet in the “created by” field in
reports or the default account rep field in your opportunities. |
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| Q: Can I change the default action of the buttons on the Prophet
Toolbar? For example, clicking on New would automatically pop-up a contact or
company account instead of an opportunity? |
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| A: No, Prophet has pre-set the default button settings and the current release does not support changing these. |
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| Q: Will Prophet change any functionality of Outlook? |
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| A: No, Prophet adds to Outlook, but does not change any functionality Outlook already contains. |
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| Q: If the forms in my Outlook have been modified, will Prophet change or effect these in some way? |
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| A: No, we have designed Prophet so that it does not interfere with
the standard or modified forms that may have been created in your Outlook
environment. |
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| Q: I have Contacts that have nothing to do with sales at our
company. For use of only sales contacts within the Prophet system, what is the
best way to set this up (in Outlook and/or Prophet) so that I am only using
sales contacts in Prophet?
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A: Prophet is designed specifically for situations like this. There are two
ways you can do this:
1. Categorize all your contacts using the Category option in the lower
right corner of each Outlook contact form. Then click on Folder button within
Prophet Contact Manager and choose the category that you've selected. It will
only show the contacts for that category.
2. You can create multiple contact folders within Outlook, i.e. separate
personal and business contact folders. To create another Contact folder within
Outlook, click File, New, Folder within Outlook. When the new folder dialog box
pops up, in the Name, type in the name of your new contact folder. Choose
Contact Items and then choose where you want the folder to be created. Then you
can create new contacts or move all of the contacts you want to be in this
folder from your existing contact folder by dragging and dropping. After this,
you can click on Folder within Prophet Contact Manager and choose the folder
that you want to use.
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| Q: What version of Microsoft SQL Server are supported? |
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A: Prophet supports SQL Server/MSDE 2000/2005 (8.0). Prophet will install this
automatically if you do not have it. If your machine has an older version of
SQL server/MSDE installed then please contact us for special instructions.
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| Q: After Prophet installs, I do not see the Avidian Prophet folders when launching Outlook?
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A: For users on Exchange, please be sure you are connected ONLINE to the
server. Also go to the Outlook Help-->About Microsoft Outlook-->Disabled Items,
if Avidian is in the list of items, enable it and restart Outlook.
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| Q: How do I fix peer-to-peer sharing of Prophet once I install Windows XP SP2? |
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A: By default SP2 enables the personal firewall on Windows XP. When Prophet tries to communicate via peer-to-peer sharing, it fails because the firewall is blocking the program. To remedy this problem, users will need to enable TCP port 1434 on the firewall. |
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| Q: Does Prophet work with Terminal Server or Citrix? |
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A: Yes, Prophet Enterprise works with Terminal Server and Citrix. |
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| Q: Does Prophet require Internet Explorer to be the default browser? |
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A: No, Microsoft Internet Explorer 6.0 or higher needs to be installed. However, you can still use any other browser to access the Internet. |
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| Q: Does Prophet for Palm require Prophet to be already installed? |
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A: Yes, Prophet for Palm does require Prophet Client/Server Edition to be already installed on the computer. |
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| Q: Does Prophet Toolbars work in all version of Outlook? |
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A: Prophet toolbars is supported in Outlook 2002/XP and 2003. Although not supported in Outlook 2000, there are menuitems and buttons in Prophet that can accomplish the same tasks. |
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| Q: Does Prophet work in any other languages besides English? |
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A: Currently Prophet is only available in the English version. Additionally we support international regional settings with an English operating system. |
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