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

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

Post by admin » Tue Jul 31, 2018 8:23 am

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 ends up in the Prophet folder.
Cause

If Outlook is reinstalled, or you change email address, or change email servers, the Item ID of Contacts folders might be changed.

Even though the name is the same, if the ID changes, Prophet will need to be updated

A. Create a separate local Outlook Contacts folder, if that’s not already been done
  1. Select Outlook’s Contacts.

    Outlook 2013+:
    Image

    Outlook 2010:
    Image
     
  2. Right click your Contacts folder and click New Folder. Name it something like Prophet Contacts [Username], e.g. “Prophet Contacts Shelly”.

    Image------- Image
     Image

    Having a uniquely named folder can help debug problems if they arise.
B. Set Prophet’s Working Contact folder
  1. Click the Prophet tab at the top of Outlook, and click Settings.
  2. Click the Working Contact Folder button
    Image
     
  3. Click the Refresh button (blue chasing arrows).
     
  4. Check the box for the Prophet Contacts [Username] folder. It might already be checked.

    Image
     
  5. Click OK. Click Yes to Register it.

    Image
     
  6. But click NO to Synchronize. You might not get this prompt.

    Image
C. Change User Local Settings
  1. In Prophet Administrator, click the user Local Settings tab.

    Image
     
  2. Change the choice to No.
  3. Close Prophet Administrator
D. Unregister Old Folders
  1. With Contact Manager selected, click the button for the View’s name. Click Tools, click Create New.
     Image
     
  2. Change “Select Contact by” to “Contact Folder(s)”.
     Image
     
  3. Select each line that is not the new “Prophet Contacts Username” row. The row(s) should be highlighted in blue. You can’t just check the box”.
  4. Then click Exclude and click Yes to the confirmation.
  5. You can Cancel the new view. It was just so that we could Exclude the old registered folders.
E. If contacts ended up in just Outlook's "Contacts" folder, you can Movethem to the Prohpet contacts folder
  1. Select Outlook’s Contacts.
  2. Select one or more contacts, and drag and drop them to the Prophet Contacts folder
     Image
     
  3. They will automatically be brought into Prophet.
The problem should now be resolved.

If you have any questions or trouble going through the steps, or they didn’t work, please reply to the email with your [#ABC-123-12345] Support ticket, or create a new support ticket by clicking HERE

You don’t need to login, just click Next. Please include details, steps and screenshots with any Support ticket.

Or you can call Avidian Support at +1.800.399.8980

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Outlook 2010 Contacts.png
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Outlook 2010 Contacts.png
Outlook 2010 Contacts.png (45.28 KiB) Viewed 630 times

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