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

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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!