Support

Release Date: June 12, 2020
Prophet CRM Version: 7.8.300
Components Updated in this Release: Prophet Server, Client and Database

How to install Prophet CRM

Components Updated in this Release: Prophet Server, Client and Database

Upgrade Process:

Prophet OnDemand (POD) clients will automatically be prompted to update when Outlook is opened after the 1^st through the 5^th 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?

• Duplicate contacts can now be merged from within a company record without having to go through the Contact Manager. Click here to learn more!
• Duplicate Contact and Company records can now be merged from within Prophet’s Global Search. Click here to learn more!
• A button has been added to the Opportunity record allowing you to all auto-link all contacts associated with the opportunity. Click here to learn more!
• Fixed an issue where for some users the timestamp on notes was incorrect.
• Manager views filtered on date fields will stay filtered in the correct time zone when saved.
• Trailing spaces are now ignored when searching for a User on www.ProphetonDemand.com.
• Fix an issue where for some users creating a contact with the New Contact Builder Window would put contacts in the wrong Outlook Contact Folder.
• Our integration with Constant Contact has been improved and will no longer crash Outlook for some users when enabled.

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

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 1^st through the 5^th 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

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 1^st through the 5^th 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

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 1^st 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

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.

Release Date:  31-March-2016
Prophet Version: 7.4
Components Updated in this Release: Prophet Client, Prophet Server

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.

Release Overview
This release primarily revolves around preparation for upcoming mobile products.  As such, it is server centric though it does include bug fixes for the Outlook client.   

Specific Bug Fixes

• BUG# 5550 – Fixed an issue where deleting opportunities would not stop auto-linking from trying to connect up new emails to the deleted opportunities, causing confusion with error messages when trying to open the associated opportunity from the toolbar menu.
• BUG# 5404 – Fixed an issue where a user would get a false error while trying to add notes to an opportunity while offline.  The note was saved despite the false error message.
• BUG# 5160 – Fixed a broken web link (URL) for the new user setup email.  The user could not set their password properly from the welcome email.
• BUG# 5137 – Fixed an issue which was preventing the last user defined field (label103) of an opportunity from being used for Excel file generation (aka “Quote”).
• BUG# 4940 – Fixed an error that prevented the loading of a saved view for Contact/Company manager if the view was sorted based on the created-date.
• BUG# 4909 – Fixed an issue in which Prophet Search was not properly searching date field in contacts or companies
• BUG# 4570 – Fixed an issue that was preventing the Prophet API from being able to query the CustomFieldDefinition object by fieldID.  For example, when calling the property via URL, you can now pass the proper templateID along with the field’s ID
  
  https://www.prophetondemand.com/prophet/prophetwebservices/AvtProphetApi/odata/CustomFieldDe finitions(id=guid’651d64b4-2b44-401e-8b41-00a6220c7f55′,templateId=guid’bd1528ea-4b69-423e-bd1070d6783f5e6d’)  

Release Date:  1-Feb-2017
Prophet CRM Version: 7.5
Components Updated in this Release: Prophet Client, Prophet Server

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.

Release Overview
This release presents what is new in Avidian Prophet CRM Application 7.5. Included in this release are specific improvements and bug fixes.

What’s new in this version?

• Constant Contact integration
• Prophet Dashboard
• Enhancements 

Overview:
Constant Contact
Constant Contact integration allows Prophet to communicate bi-directionally with Constant Contact online marketing software.

Users can export Prophet contacts to Constant Contact by selecting a list of contacts which they wish to communicate with, as well as configuring types of feedback which will update information within Prophet corresponding to specific fields (ex. Clicks a link, Unsubscribes etc.). The data will be updated in Prophet based on what actions the contacts take in Constant Contact’s campaigns’ emails.

Dashboard
The dashboard displays insights related to contact and opportunity data; including opportunity revenue, sales stage, and top accounts, as well as number of contacts created or updated and contact activity.

You can access the new dashboard going to Prophet Today folder (Avidian Prophet folder).

Enhancements
In Prophet 7.5 the following enhancements were added:

• Change revenue format – Change to the revenue and reoccurring revenue field in opportunities and grid view to display fields as monetary numbers with appropriate notations including commas and dollar signs.
• Change email search within opportunity – Change email sort within Opportunity under Email Tab to show most recent (descending) emails and remember last number entered for emails to retrieve.
• Ability to save expanded view within Companies and Opportunities – In prior versions of Prophet the ability to expand the company and opportunity records to show more or less of the fields located at the top of the screen would reset each time a company or opportunity record was opened.
  
  In Prophet 7.5, once the company or opportunity record is expanded to the desired height and the record is saved it will open to that height each time going forward.
• Ability to change file name for quote files – While generating quotes you are able to change the name and location of the generated file.
• Import tool, remove case sensitivity for dropdowns and eliminate trailing spaces – In import tool, remove case sensitivity for dropdowns and any other fields, automatically eliminate trailing spaces.
• Spellcheck in Prophet – Desktop only. The option to turn on or off spell check will be available. This will impact Opportunity description and all note fields.
• Custom Reports Headings – Added report headers for custom reports.
• Additional quote file formats – Quote files can now be saved in the following additional formats: xlsx, xslm, doc, docx.

Release Date: 13-Sept-2017
Prophet CRM Version: 7.5.247
Components Updated in this Release: Prophet Client, Prophet Server

Upgrade Process:
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, or if you not received a notice you can 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.

Release Overview
This release presents what is new in Avidian Prophet CRM Application 7.5. Included in this release are specific improvements and bug fixes.

What’s new in this version?

• Product and Service Visibility control.
• Bug Fixes

Enhancements
In Prophet 7.5.247 the following enhancements were added:

• Product/ Services can now be controlled by marking unwanted product groups invisible.
• The ability to search for products to be marked for visibility.
• Audit on Activity Tracking 

Following fixes/ improvements 

• Exporting contacts from Constant Contact works correctly when contact is added to Prophet after sync.
• Re-Exporting contacts from Prophet to Constant Contact Lists works if the contact has been removed from Constant Contact.
• Quote Forms properly populate all User Defined Fields.
• Importing numbers from Excel now displays decimals correctly.
• Second one Clear Contact and Company feature removes pre-existing Companies that have been merged with newly synced folders.
• Assigning Users to a Record now works from within an open Record.
• Assign User from Company Record defaults correctly to User List verses Contact List.
• Group Email from Company Manager populates recipient list correctly.
• Removing or clearing data from a Contact User Defined Field saves correctly.
• Sales Automation templates display in the Sales Automation Tab of Company Manager View. 
• Fixed Outlook freeze or crash whenever a contact is opened that is currently not in the Outlook Contact folder.
• Activity Search in Contacts and Companies Views for Emails, Appointments and Tasks now returns correct results.
• User Defined Field, Field 6 now pulls data from the Product/Services into Excel in File Generation. 
• Fixed “Clear Company/Contact Data…” feature that removed pre-existing Companies that have been merged with newly synced folders. 
• Group Email will now correctly include first name in salutation from Contact Manager. 
• Fixed Constant Contact Unsubscribe function. 
• Fixed adding, changing or removing a Company Name for a Contact now displays correctly in Views. 
• Fixed Group Email to include first name in salutation when sending a Mail Merge from Contact Manager. 
• Hyperlinks the notes file to MS Word Quotes now work. 
• The ‘Top 10 Active Opportunities’ on the Prophet Today folder now displays accurate data, previously not accounting for all opportunity records.
• Opportunity Emails Search retrieves the correct number of linked emails requested.
• The Sales Automation Templates formatting preserved after being processed.
• Opportunity Import will now allow modify/add Company Name to Opportunity.
• Contact Import will now recognize Prophet IDs of contacts.
• The ‘Update Only Existing Data’ option now works as described in the Tool-Tip.  In cases when a ProphetID did not exist it would cause an error.
• Activities search from the Activities Tab correctly returns results when using the search functionality in an open Company Record.
• Fixed Appointments from being duplicated in the Calendar Tab if performing specific steps.
• View of email in contact manager, with email assigned, now displayed correctly.

Release Date: 14-Jan-2019  Prophet CRM Version: 7.6.171  Components Updated in this Release: Prophet Client  

Upgrade Process:   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, or if you not received a notice you can launch “Check for Updates” from the Prophet “Help” menu.  

Prophet OnPremise client may download the update directly from www.avidian.com/install/clientupdate

Release Overview  This release presents what is new in Avidian Prophet CRM Application 7.6.171. Included in this release are specific improvements and bug fixes.   

What’s new in this version?

• Hi DPI Resolution
• Expanded MailChimp capability
• Update to installer to resolve Microsoft Office Registry change from MS
• Bug Fixes  

Enhancements  In Prophet 7.6.171 the following enhancements were added:  

• Hi DPI Resolution for all tablets, 4k monitors, and resolutions that require any level of magnification.
• Expansion of MailChimp list capability to show all contact lists at once.
  • Previously 10 lists would be shown at once.
• Update to Prophet installer to resolve issues that stemmed from a code change Microsoft made to Office in 10/17 which removed the “Home Page” tab and disabled all Outlook add-ins.
  • Previously a secondary registry change was run after Prophet was installed.  

Following fixes/ improvements 

• Duplicate Emails in ‘Emails’ tab – Customers reported that Emails were showing up multiple times in the ‘Emails’ tab of an opportunity when they CC’d other Prophet users. Emails will no longer show duplicates when CC’ing another Prophet user
• Group Emails Stuck in Drafts – Group emails had a bug where they would not send out and stay in the drafts folder. This has been resolved.
• Group Email was not leaving note in the Company when sending a group email from the Company Manager. This has been resolved
• Date Field Sets to Day Before on Import – The creation date on imported data was showing up as the day before. This has been resolved.