Prophet Release Notes Achieve

Release Date: Dec. 23, 2022
Prophet CRM Version: 8.4.405
Components Updated in this Release: Client and Server
What’s new in this version?

• Implementation for a few customer integrations including webform integrations
• Cumulative update for bug fixings in Sales Automation, slowness, duplications in Auto Link and others
• Extended data range for New Accounts report in Standard Analytics to 5 years
• Add Analytics installation for non-admin installation package

Release Date: Oct. 9, 2022
Prophet CRM Version: 8.4.382
Components Updated in this Release: Client and Server
What’s new in this version?

• Implementation for a few customer integrations
• Cumulative Update for bug fixings of Auto linkage in Sales Automation and Standard Analytics refresh

Release Date: July 22, 2022
Prophet CRM Version: 8.4.339
Components Updated in this Release: Client
What’s new in this version?

• Implementation for several custom integrations
• Cumulative Update for bug fixings regarding Report Manager, UI, and Auto linkage
• Improved system monitoring and debugging logs
• Improved Standard report with hierarchy implementation and some bug fixed

Release Date: May 13, 2022
Prophet CRM Version: 8.4.311
Components Updated in this Release: Client and Database
What’s new in this version?

• Implementation for several custom integrations
• Cumulative Update for performance and group/linking email bug fixings

Release Date: April 16, 2022
Prophet CRM Version: 8.4.286
Components Updated in this Release: Client and Server
What’s new in this version?

• Implementation for custom integrations
• Bug fixings for importing, filter and other bugs

Release Date: March 8, 2022
Prophet CRM Version: 8.4.275
Components Updated in this Release: Client
What’s new in this version?

• Cumulative Update for Outlook performance based on Windows updates
• Bug fixings for sync hierarchy, group email, and other linking issues

Release Date: January 28, 2022
Prophet CRM Version: 8.4.238
Components Updated in this Release: Client
What’s new in this version?

• UI improvements for 4K resolution and Surface Pro monitor
• Some bug fixing for group email and others

Release Date: January 14, 2022
Prophet CRM Version: 8.4.221
Components Updated in this Release: Client, Server, and Database
What’s new in this version?

• Implemented cross department functionalities for workflow based on different license type
• UI improvements for 4K resolution and Surface Pro monitor
• Some bug fixing for mobile, analytics and workflow

Release Date: December 3, 2021
Prophet CRM Version: 8.4.115
Components Updated in this Release: Client, Server, and Database
What’s new in this version?

• Implemented cross department functionalities for workflow based on different license type
• Fixed a few bugs in search, filter, auto link, group email
• Implemented integration solutions for certain customers

Release Date: October 23, 2021
Prophet CRM Version: 8.4.22
Components Updated in this Release: Client, Server, and Database
What’s new in this version?

• Implemented pagination for Company manager, Contact manager, and Opportunity manager
• Fixed some Auto Linkage bugs
• Adjust some UI issues for higher resolutions
• Implemented integration solutions for certain customers

Release Date: August 21, 2021
Prophet CRM Version: 8.3.37
Components Updated in this Release: Client, Server, and Database
What’s new in this version?

• Implemented new DB approach for Auto Linkage to improve Auto Linkage functionalities
• Fixed some sorting issues for certain customers
• Updated admin analytics privilege warning on admin website
• Fixed and improved UI display issues for high resolutions
• Changed New Contact Builder search criteria to allow searching for email domain

Release Date: June 9, 2021
Prophet CRM Version: 8.2.211
Components Updated in this Release: Client and Server
What’s new in this version?

• Implemented view auto linked email association for every user and unlink feature
• Implemented some customized integrations for requested customers
• Fixed some bugs including admin user privilege page, Advanced Search, Spell Checker, and opportunity with mass contacts
• Upgraded UI platform and improved display for high resolution monitors
• Upgraded Standard Analytics platform

Release Date: March 6, 2021
Prophet CRM Version: 8.2.124
Components Updated in this Release: Client and Server
What’s new in this version?

• Implemented Advanced Search with Notes
• Restored Open records button on Contact page
• Fixed the display issues on low resolution
• Fixed the bugs when save filters in Views

Release Date: February 13, 2021
Prophet CRM Version: 8.2.111
Components Updated in this Release: Client, Server and Database
What’s new in this version?

• “Please wait” indicator added when opening Companies, Contacts and Opportunities
• Improved performance for general Outlook slowness and crashing
• Companies open faster
• Faster searching for Emails, Calendar and Task items in Opportunities
• Updated ProphetOnDemand admin site style
• Implemented Standard Analytics for customers managing their own On Premise Prophet Server

Release Date: January 30, 2021
Prophet CRM Version: 8.2.83
Components Updated in this Release: Client and Server
What’s new in this version?

• Implemented new feature to create opportunity for other department directly from opportunity, company and contact
• Implemented assigned user to creator when copying opportunities to other department
• Fixed duplicated notes bug when assigning a contact

Release Date: January 14, 2021
Prophet CRM Version: 8.2.55
Components Updated in this Release: Client
What’s new in this version?

• Improved Outlook slowness and fixed Outlook crashing issues
• Improved linked email searching functionality for Opportunities
• Fixed some UI issues
• Fixed some reported bugs

Release Date: December 20, 2020
Prophet CRM Version: 8.2.37
Components Updated in this Release: Server, Client and Database
What’s new in this version?

• Fixed the Contact visibility issue to restrict add/search contact based on hierarchy
• Fixed import bug
• Improved the linking Attach email loading issue
• Implemented export privilege for admin to enable and disable export to excel for users
• Fixed some reported bugs

Release Date: December 9, 2020
Prophet CRM Version: 8.2.25
Components Updated in this Release: Server and Client
What’s new in this version?

• Restored Activities tab for Company and Contact managers in Auto Linkage build
• Added licensing control for Auto Linkage feature
• Fixed the hierarchy issue in Create New Contact
• Fixed some bugs in recently UI and Auto Linkage build
• Tuned up performance for auto-link emails

Release Date: November 27, 2020
Prophet CRM Version: 8.2.17
Components Updated in this Release: Server, Client and Database
What’s new in this version?

• Launch new Auto linkage features for providing users ability to link emails, appointments and tasks to contacts and companies and better link functionalities of opportunities
• Improved the ability to install Prophet CRM software without Admin privilege

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

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

Release Date: September 26, 2020
Prophet CRM Version: 7.8.320
Components Updated in this Release: Server, Client
What’s new in this version?

• Launch new Standard Analytics report for POD customers

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

Release Date: June 12, 2020
Prophet CRM Version: 7.8.300
Components Updated in this Release: Server, Client and Database
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.
• Duplicate Contact and Company records can now be merged from within Prophet’s Global Search.
• A button has been added to the Opportunity record allowing you to all auto-link all contacts associated with the opportunity.
• 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.

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

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

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

Release Date: October 15, 2019
Prophet CRM Version: 7.7.120
Components Updated in this Release: Server and Client
What’s new in this version?

• New Installation Experience
• Prophet Analytics Reports v3
• Support Links Added to Prophet Ribbon
• Linking window will retain resized value and has maximize option
• Configure Prophet Client added to Prophet Client Update
• Bug Fixes

Release Date: May 22, 2019
Prophet CRM Version: 7.6.212
Components Updated in this Release: Client
What’s new in this version?

• Hi DPI Resolution
• New Prophet Analytics Reports v2
• Improved File Generation/Auto-Pop forms
• Computer Specific Location Paths for Templates
• Expanded Import Capabilities
• Bug Fixes

Release Date: January 14, 2019
Prophet CRM Version: 7.6.171
Components Updated in this Release: Client
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

Release Date: Sept 13, 2017
Prophet CRM Version: 7.5.247
Components Updated in this Release: Client
What’s new in this version?

• Product and Service Visibility control.
• Bug Fixes

Release Date: Feb 1, 2017
Prophet CRM Version: 7.5.000
Components Updated in this Release: Client and Server
What’s new in this version?

• Constant Contact integration
• Prophet Dashboard
• Enhancements

Release Date: March 31, 2016
Prophet CRM Version: 7.4.000
Components Updated in this Release: Client and Server
What’s new in this version?

• Bug Fixes