Search found 57 matches

by admin
Fri Dec 14, 2018 11:17 am
Forum: FAQ
Topic: Why Are My Sales Automation/Workflow Templates Missing
Replies: 0
Views: 219

Why Are My Sales Automation/Workflow Templates Missing

Why Are My Sales Automation/Workflow Templates Missing? Symptoms 1. You click the "Stage" button on an opportunity to execute a workflow and the workflow doesn't execute. 2. You try to add a Sales Automation action and get the following error saying that your templates aren't available. https://i.p...
by admin
Fri Dec 14, 2018 9:29 am
Forum: Prophet Education
Topic: How Do I Sync My Outlook Contacts With Prophet?
Replies: 0
Views: 280

How Do I Sync My Outlook Contacts With Prophet?

How Do I Sync My Outlook Contacts With Prophet? Symptoms You have contacts in Outlook that you want to access in Prophet. Solutions 1. Open up Contact Manager and select "Edit this view". https://i.postimg.cc/RV4QpDvX/Edit-this-view.png 2. Change "Select Records By:" to "Contact Folder(s)". https:/...
by admin
Tue Oct 09, 2018 10:24 am
Forum: FAQ
Topic: How do I add Prophet shortcuts to my Quick Access Toolbar
Replies: 0
Views: 267

How do I add Prophet shortcuts to my Quick Access Toolbar

How do I add Prophet shortcuts to my Quick Access Toolbar Symptoms Prophet Shortcuts are not in the Quick Access Toolbar but you want them to be there Solutions Go to your email inbox, click on the 'Prophet' tab (top of Outlook) Right click on each of the icons in the "Contacts" and "Records" group...
by admin
Thu Sep 13, 2018 12:19 pm
Forum: FAQ
Topic: Why Do I have a Solid White Screen In Outlook?
Replies: 0
Views: 235

Why Do I have a Solid White Screen In Outlook?

How do I Fix corrupted views? Symptoms Both of these symptoms must be occurring for this resolution to work: You see a white screen like the screenshot above AND You saw the Prophet splash screen appear and disappear after clicking the Prophet Manager folder Solutions This issue seems to be with In...
by admin
Mon Aug 06, 2018 9:26 am
Forum: FAQ
Topic: How do I Fix Corrupted Views?
Replies: 0
Views: 242

How do I Fix Corrupted Views?

How do I Fix corrupted views? https://s33.postimg.cc/n47mc7lsv/Error_occurred_loading_view.png Symptoms A specific view will not load properly An error appears while loading a specific view Solutions If you are getting errors ONLY when attempting to load certain views within Prophet, this may point...
by admin
Mon Aug 06, 2018 9:06 am
Forum: FAQ
Topic: How Do I Fix Telerik Errors?
Replies: 0
Views: 225

How Do I Fix Telerik Errors?

How Do I Fix Telerik Errors? Symptoms Errors Similar To This May Appear at Telerik.WinControls.Data.RadDataView`1.IndexOf(TDataItem item) at Telerik.WinControls.UI.GridViewChildRowCollection.IndexOf(GridViewRowInfo item) at Telerik.WinControls.UI.GridViewRowInfo.get_Index() Solutions The above erro...
by admin
Tue Jul 31, 2018 8:23 am
Forum: FAQ
Topic: How do I update Prophet’s Working Contact Folder, when using a separate local Prophet Contacts folder?
Replies: 0
Views: 523

How do I update Prophet’s Working Contact Folder, when using a separate local Prophet Contacts folder?

Symptoms If you create a contact through Prophet, but then can’t find it. If you get a message that says “...exists in a Contact folder that has not been synchronized by Prophet” If personal contacts are getting into Prophet. If you try to create a contact in Outlook's "Contacts" folder, but it end...
by admin
Wed Jul 11, 2018 10:11 am
Forum: FAQ
Topic: How Do I Migrate from Exchange to Office 365 or vice versa?
Replies: 0
Views: 425

How Do I Migrate from Exchange to Office 365 or vice versa?

How Do I Migrate from Exchange to O365 or vice versa? Symptoms You will need to read and follow the instructions below if you are going to be migrating and meet one of the items below: If you are moving from Office 365 to your own Exchange server If you are moving from your own Exchange server to O...
by admin
Tue Jul 10, 2018 7:15 am
Forum: FAQ
Topic: How Do I Setup Mail Chimp?
Replies: 0
Views: 317

How Do I Setup Mail Chimp?

How Do I Setup Mail Chimp? Symptoms The Prophet to MailChimp integration allows a Prophet user to select specific records through the Prophet Contact, Company, or Opportunity Manager and EXPORT these records to a specified MailChimp list for email marketing purposes. This export is uni-directional ...
by admin
Mon Jul 02, 2018 12:31 pm
Forum: FAQ
Topic: Should I Choose 64-bit Office or 32-bit Office?
Replies: 0
Views: 352

Should I Choose 64-bit Office or 32-bit Office?

Should I Choose 64-bit Office or 32-bit Office? Differences Between 32-bit and 64-bit Office Are you running into lagging or latency issues with Outlook/Prophet? Does Outlook sometimes crash after an extended period of use but work normally upon re-launch? These are all symptoms that your software ...