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Prophet for Palm Version Features

Prophet for Palm will be an add-on to the Prophet Client and Server Edition. A licensed version of Prophet will need to be installed in order to use this application.

This application DOES NOT work on Pocket PC, Blackberry or SmartPhones devices! Soon after this product launches we will be developing Prophet PDA for other devices.

Features:
Prophet PDA’s button and menu-based navigation system lets you:

  • Synch contact, company and opportunity data from Prophet Stand-Alone (or Server), to your Palm.
  • View, create, or edit opportunities.
  • View, create, or edit contacts, as well as removing them from an opportunity.
  • Add notes and tracking history.
  • Add or edit products and services associated with an opportunity (using a list of available choices).
  • Delete products or services associated with an opportunity.
  • View tracking history by opportunity.
  • Schedule tasks and appointments for contacts.
  • Initiate HotSync, so that all the opportunities added or modified using your Palm are synched back to your Prophet Server and/or Stand Alone edition of Prophet.

Prophet for Palm will allow users to select any number of opportunities from Opportunity Manager or Contact Manager’s Opportunities tab and sync the select opportunities to the PALM device. From the device the user is able to make changes to any of the editable fields and those changes will be saved to the PDA.

Once the PDA device is put back into the cradle and the HotSync is initiated, all the opportunities that have been modified or any new opportunities that have been created will sync up to Prophet. If the user has a stand-alone edition of Prophet client, the opportunities will be saved to the local database. If the user is a Prophet client connected to the Prophet Server, the opportunities will be synced to both the local database and server database.

The PALM Operating System versions supported are version 3.5.1 or higher. On older models all the screens will only be in black and white. However, on newer models the screens will be displayed in color.

Navigation on the device can be done via buttons, top left menu or top right menu.

Here is a list of Prophet for Palm screenshots and its use:
1. Opportunity Manager: select any opportunities to sync to the PDA. You can also select opportunities from Contact Manager to sync to the PDA as well.
2. Launch Prophet for Palm by clicking the Prophet icon from the main list of applications.
3. Main screen: Lists all the opportunities on the device.
  1. Create a new opportunity
  2. Edit an existing opportunity
  3. Remove an opportunity from the device. (This DOES NOT remove the opportunity from the Prophet database on your computer, it just clears it off the PDA)
4. General Screen: Users can make changes to any of the editable fields.
  1. Company and Contact fields are READ-ONLY, but the values can be changed by clicking the “Company” or “Contact” button.
  2. For Prophet stand-alone edition, the fields and drop-down values come from the local database.
  3. For Prophet Server Edition, the fields and drop-down values come from the Server’s database.
5. Notes Screen: Users can enter in new notes or read any existing notes.
6. Tracking History Screen: This is a read-only screen that lists all the activity tracking for the opportunity.
7. Products/Services Screen: This displays all the products that associated to this opportunity.
  1. Users can add new productsUsers can add new products
    • Products need to be defined in Prophet Administrator on the computer and the checkbox “Copy Product on to PDA” needs to be checked in order for that product to be synced to the PDA.
b. Users can edit existing products
c. Users can remove products from this opportunity
8. Add/Edit Products Screen: Users can add/edit products from the available choices.
9. Contacts Screen: Users can add/remove contacts from an opportunity.
10. Select Contacts Screen: Users can select from a list of contacts from their PDA address book to add to the opportunity. It also included a list of contacts that are associated to other opportunities that are already on their PDA. It may not necessarily be list of all companies in Prophet.
11. Company Screen: This display READ-ONLY information about the company that the opportunity is for.
12. Select Company Screen: Users can choose the company associated to the opportunity. The list of companies comes from their PDA address book plus list of companies that are associated to other opportunities that are already on their PDA. It may not necessarily be the list of all companies in Prophet.
13. User Tab 1 Screen: This corresponds to the user tab 1 within the opportunity window and will match the tab names and label names that have been defined in Prophet.
14. User Tab 2 Screen: This corresponds to the user tab 2 within the opportunity window and will match the tab names and label names that have been defined in Prophet.
15. User Tab 3 Screen: This corresponds to the user tab 3 within the opportunity window and will match the tab names and label names that have been defined in Prophet.
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