Support

Release Date: November 6, 2020
Prophet CRM Version: 8.1.23
Components Updated in this Release: Prophet Server, Client and Database

How to install Prophet CRM

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?

• Tuned some UI display issues and updated old logos
• Fixed the “Record Number” integration bugs
• Fixed Working Contact Folder synchronizing issue
• Updated third party license to latest activated ones

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: October 16, 2020
Prophet CRM Version: 8.1.13
Components Updated in this Release: Prophet Server, Client and Database

How to install Prophet CRM

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?

• Launch new UI design
• Launch new General tab of Opportunity to be able to customize six existing fields
• Launch new data types for custom defined 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: September 26, 2020
Prophet CRM Version: 7.8.320
Components Updated in this Release: Prophet Server, Client

How to install Prophet CRM

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?

• Launch new Standard Analytics report for POD customers

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: August 28, 2020
Prophet CRM Version: 7.8.310
Components Updated in this Release: Prophet Server, Client and Database

How to install Prophet CRM

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?

• Improved the “Folder related to office not found” message and logic
• Improved and added new Prophet API
• Fixed bugs in extended fields for date field type
• Implemented new non-admin installation for customer without Admin Privilege
• Extended the decimal to 4-digital numbers
• Updated email account for sending log to support
• Prophet Server name reverted to Avidian Prophet Server 7 in control panel
• Upgrade the privilege to download excel report only to Admin

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

How to install Prophet CRM

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.