Outlook CRM for Sales & Marketing

Prophet CRM by Avidian

Auto Linking a Contact’s Email to an Opportunity

One of the most useful features in Prophet CRM is the ability to Auto Link a contact’s email address to an Opportunity. This will allow all emails going through your inbox from those emails to be linked to and accessible from the Opportunity.

Each unique email address can only be Auto Linked to one opportunity at a time, if there is a contact associated with multiple active opportunities, you will have to pick one as the primary record that the emails will be linked to.

If you have a build older than 7.8.300, you will need to upgrade to the latest version otherwise you will only be able to Auto Link contacts one at a time.

Click here for steps on how to update to the latest version of Prophet CRM.

How to auto link an individual contact to an Opportunity record in Prophet CRM.

Back to Prophet CRM Beginner’s Guide

Step One: Open up the opportunity record you would like to Auto Link the contact to.

Step Two: Click on the Contacts tab near the top of the Opportunity and check the box in the “Auto Link Emails” column for the contacts whose emails you would like Auto Linked. If the contact is already Auto Linked to another opportunity, a prompt will appear making sure you want to overwrite the previous link.

Step Three: Once you are done linking the contacts to the record, make sure to save the Opportunity to preserve the settings.

How to auto link all contacts associated with an Opportunity record in Prophet CRM.

Back to Prophet CRM Beginner’s Guide

Step One: Open up the opportunity record you would like to Auto Link all the contacts to.

Step Two: Click on the Contacts tab near the top of the Opportunity and click on the “Auto-Link All” button. All contacts with an email address will have their “Auto Link Email” box checked. If the contact is already Auto Linked to another opportunity, a prompt will appear making sure you want to overwrite the previous link.

Step Three: Once you are done linking the contacts to the record, make sure to save the Opportunity to preserve the settings.

Congratulations! You’ve just Auto Linked contact to an Opportunity!

Prophet 7.8.207 Release Notes

Release Date: May 23, 2020
Prophet CRM Version: 7.8.207
Components Updated in this Release: Prophet Server, Client and Database

Update Process:
Prophet OnDemand (POD) clients will automatically be prompted to update when Outlook is opened after the 1st through the 5th of each month following the release of a new update. If you wish to update immediately, or if you not received a notice you can launch “Check for Updates” from the Prophet “Help” menu or you may download the update directly from www.avidian.com/install/clientupdate.

Prophet OnPremise (POP) clients should reach out to their IT department as this update does require an update to the Prophet Server and DB before the clients may be updated. Prophet Support would be happy to assist with the update of the Prophet Server. Please reach out to them by email at [email protected] or by submitting a Support Request.

What’s new in this version?

  • Fifteen additional fields were added to the Products/Services tab in the Opportunity record. The fields can be configured as dropdown menus, date fields, and text boxes all customizable through www.ProphetOnDemand.com.
  • All fifteen additional Product/Service fields will be fully available through our API for integrations and reporting.
  • Fixed the data type display error for existing Group and Product/Service fields.

Please check out our pages historical release notes and status updates here:
Release Notes: https://www.avidian.com/support/release-notes/
Status Page: https://status.avidian.com

Prophet 7.8.200 Release Notes

Release Date: April 25, 2020
Prophet CRM Version: 7.8.200
Components Updated in this Release: Prophet Server, Client and Database

Update Process:
Prophet OnDemand (POD) clients will automatically be prompted to update when Outlook is opened after the 1st through the 5th of each month following the release of a new update. If you wish to update immediately, or if you not received a notice you can launch “Check for Updates” from the Prophet “Help” menu or you may download the update directly from www.avidian.com/install/clientupdate.

Prophet OnPremise (POP) clients should reach out to their IT department as this update does require an update to the Prophet Server and DB before the clients may be updated. Prophet Support would be happy to assist with the update of the Prophet Server. Please reach out to them by email at [email protected] or by submitting a Support Request.

What’s new in this version?

  • During a full installation, the “Working Contact Folder (WCF)” prompt will be skipped for existing users who already have a WCF set.
  • Fixed an issue where a Right Click will show the spell checker on incorrect words and show the edit menu in the text box when the mouse is not hovering on misspelled words.
  • UI Pagination in www.ProphetOnDemand.com will be shown in Internet Explorer when ran in compatibility mode.
  • Fixed an issue where Outlook sometimes locks up when synchronizing your WCF.
  • Sales Assistant Automations set for a “0” day delay will be triggered immediately.
  • Adjusted the timeout for Prophet Dormant/Restored notification, selecting “Edit View” and Advanced Search fields.
  • Fixed a bug that sometimes caused the Prophet Contact Builder window to appear even when creating a contact in a folder not registered with Prophet.
  • Fixed an issue causing a false error message to appear when successfully assigning a record to a user.
  • Added the ability to turn access to the Standard Embedded Analytics Reports on or off for users through www.ProphetonDemand.com.
  • Fixed a bug that sometimes occurred when merging company records and the company name was not updated in Outlook.

Please check out our pages historical release notes and status updates here:
Release Notes: https://www.avidian.com/support/release-notes/
Status Page: https://status.avidian.com

Prophet 7.8.120 Release Notes

Release Date: March 2, 2020
Prophet CRM Version: 7.8.120
Components Updated in this Release: Prophet Server and Client

Upgrade Process:
Prophet OnDemand (POD) clients will automatically be prompted to update when Outlook is opened after the 1st of each month following the availability of a new update. If you wish to update immediately, or if you not received a notice you can launch “Check for Updates” from the Prophet “Help” menu or you may download the update directly from www.avidian.com/install/clientupdate.

Prophet OnPremise (POP) clients should reach out to their IT as this update does require an update to the Prophet Server before the clients may be updated. Prophet Support would be happy to assist with the update of the Prophet Server. Please reach out to them by email at [email protected] or by submitting a Support Request.

What’s new in this version?   

  • Fixed an issue where a window would not expand fully during installation on 32-bit versions of Outlook.
  • Fixed an issue where Prophet erroneously timestamped “assigned to” for existing users when assigned to another user.
  • Notes created when assigning companies can now be disabled via settings.
  • POP password reset emails fixed.
  • Prophet Instant service has been restored.
  • Fixed messaging issue in the Prophet Update service that would incorrectly report an update as failed when it had succeeded.
  • Improved update flow for users initializing the update as an Administrator.

Please check out our pages historical release notes and status updates here:
Release Notes: https://www.avidian.com/support/release-notes/
Status Page: https://status.avidian.com

Thanks For Scheduling! Meeting Confirmed

Henry Gariando

After over a decade of consulting with technical and business decision makers on cloud and server solutions, I understand the challenges and the opportunities business leaders are faced with operating a more efficient business and/or taking advantage of a business opportunity. My customers come to work with cloud and/or on-premise solutions with greater control and security of their most valuable asset and they are more agile to go to market when the opportunity presents itself.

For More Information, Check Out The Links Below:
Powerful Sales Pipeline Management
Effective Contact Management
How to Tame Your Outlook Inbox

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Schedule a 30 Minute Call and Brief Intro With Henry

Henry Gariando

After over a decade of consulting with technical and business decision makers on cloud and server solutions, I understand the challenges and the opportunities business leaders are faced with operating a more efficient business and/or taking advantage of a business opportunity. My customers come to work with cloud and/or on-premise solutions with greater control and security of their most valuable asset and they are more agile to go to market when the opportunity presents itself.

Connect on Linkedin!

Schedule a 15 Minute Intro Call With Henry

Henry Gariando

After over a decade of consulting with technical and business decision makers on cloud and server solutions, I understand the challenges and the opportunities business leaders are faced with operating a more efficient business and/or taking advantage of a business opportunity. My customers come to work with cloud and/or on-premise solutions with greater control and security of their most valuable asset and they are more agile to go to market when the opportunity presents itself.

Connect on Linkedin!

Schedule a 60 Minute Call and Full Demo With Henry

Henry Gariando

After over a decade of consulting with technical and business decision makers on cloud and server solutions, I understand the challenges and the opportunities business leaders are faced with operating a more efficient business and/or taking advantage of a business opportunity. My customers come to work with cloud and/or on-premise solutions with greater control and security of their most valuable asset and they are more agile to go to market when the opportunity presents itself.

Connect on Linkedin!

Prophet 7.3.000 Release Notes

Release Date:  11-November-2015
Prophet Version: 7.3
Components Updated in this Release: Prophet Client, Prophet Server (Release notes revised on 3/23/2016)

Upgrade Process:
Existing Prophet OnDemand clients will automatically be prompted to update when Outlook is opened after the 1st of each month following the availability of a new update. If you wish to update immediately, launch “Check for Updates” from the Prophet “Help” menu. Prophet OnPremise customers with an active service contract should contact support to schedule a time to update their server and clients.

Major additions in this release:

  • “Auto-Pop” document (Word and Excel) generation enhancements
  • Windows High DPI support
  • Windows 10 support
  • Office 2016 Support
  • Cascading Group Mail tracking
  • Prophet Health Monitor

High DPI (Windows graphics scaling). – Many of today’s modern Microsoft-based devices today (i.e. Window Surface Pro) employs Microsoft’s default “scaling” factor that automatically scales up application beyond their design.  For many applications, this causes sizing and usability issues.  Version 7.3 addresses these auto-scaling issues. 

Windows 10 Support. – Prophet 7.3 will easily install onto Windows 10 devices/pc’s.  While it’s possible to install older versions of Prophet onto Windows 10, the installation process involving prior versions was complicated.

Office 2016 Support. – Version 7.3 officially support Office 2016.

Enhancements:
The following enhancements and bug fixes are included within this release.

  • “Auto-Pop” Document Generation. – Prior versions of Prophet offered a single template Excel “auto-pop” document generation feature for opportunity table data elements.   This features would allow the injection of selected data fields from an opportunity record into an Excel customized template file to create a custom, personalized document for a customer.  This tool is often used for creating a standardized formal quote or order form that could then be emailed to a customer.

    Version 7.3 greatly enhances this feature to include Microsoft Word document generation which can extract data elements from the selected contact, company, or opportunity record.  This feature now also supports multiple template creation and selection so you can create separate custom forms and documents for quotes, orders, verifications, letters, and other customer correspondence.

    Excel “auto-pop” document generation solely supports opportunity record data elements. Word “auto-pop” document generation supports contact, company, and opportunity record data elements.

  • Cascading Group Email Tracking. – Prior versions of Prophet provide a tracking activity and note to be added solely to the Prophet entity (contact, company, or opportunity) from which the group email originated.  For example, if a group email was initiated from a list of opportunities, those opportunities would have a tracking activity and note added. However, related contacts records would not.  Likewise, a group email initiated from the list of companies would add a note only to the company.

    With Prophet 7.3, group email tracking activity and notes will cascade from opportunity to contact.  Therefore, if a group email is initiated from a list of opportunities, the associated contacts will also be updated with the same tracking activity and note.  The same is true if the operation is initiated from a list of companies – the companies will be updated with the tracking activity and note.

Specific Bug Fixes

  • BUG# 4834 – Fixed an issue with Closed Date which for unset closed dates displayed as 1/1/1900 for certain (2 digit year) locales.
  • BUG# 4704 – Fixed an install issue related to a Microsoft toolset (VSTO) that sometimes failed to install.  This will minimize such issues for new installs of Prophet.
  • BUG# 4663 – Fixed issue with randomized Saved-View dropdown on SQL 2012 and later
  • BUG# 4627 – Server installer (which required .net 4.5) did not properly detect if .net 4.5 was missing.  It now warns of this condition.
  • BUG# 4594 – User guide was not pointing at correct URL on server.
  • BUG# 1918 – Fix an issue in which a company state value is improperly set and can lead to unintended states being set in the company object when edited. This was a very rare bug, but we added extra safety checking to prevent the misconfiguration from reoccurring.