Why Can't I Login to Prophet Mobile

Symptoms
After entering credentials for Prophet Mobile, you receive Invalid Credentials or an error screen.

Solutions
1. Go to prophetondemand.com. If your a Prophet on Premise user, go to your company's admin portal.
2. Select Prophet Mobile and login. You do not need to be a Prophet admin.

3. If you don't see the screen below, click Forgot your password . This will send you an email allowing you to reset your password.

4. Disconnect from Wi-Fi...

Why Can't I See the Full Report in Report Manager

Symptoms
1. You click Preview Report and only see the first few pages of your report.
2. You click View Report and only see some of your report data.

Solutions
Step A: Click View Report
Click View Report . If you click Preview Report it will only show the first few pages of your data.

If you still can't see all report data, move on to step B.

Step B: Check all of your report filters
1. Click the Filter icon at the top left of...

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.

3. You click go to Prophet Administator . Your Outlook Templates section is empty or has files missing:

But you have Sales Automation or Workflow actions assigned:

Solutions
1. Open up your File...

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 .

2. Change Select Records By: to Contact Folder(s) .

3. Check the Outlook contact folder you want to sync to Prophet, click Add if it isn't in the current list.
4. Click Ok to save the view.
5. Click the Tools drop down.

6. Select Resync Data -> Resync Contact Data .

7. Wait for your contact...

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 Internet Explorer rendering in Outlook. The download below will switch your Outlook to use a newer version of Internet Explorer and it should resolve your issue.

Download/Install Patch...

How do I Fix corrupted views?

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 to a corrupted view as being the issue. You can use the steps below to recreate your view and resolve your issue.

Step A: Determine Your View Settings
In Prophet

In your Manager Folder, click the '▼' next to the 'View' dropdown box
Highlight...

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 errors is a sign of an issue with the Telerik font family.

The Telerik font type file locations are in the Windows system as well as the Prophet installation files. We can repair the Prophet...

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...

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 Office 365 service

Solutions
When moving from Office 365 to Exchange, or vice versa, you will need to update settings in Prophet to reflect the change as well. Below are the things you...

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 and will only contain the contact email address, first name, last name, and Prophet record ID. For each Prophet record exported, Prophet will update that record with a time-stamped activity note...

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 is out of resources (RAM) to use the software. When this happens it lags, and sometimes crashes.

If you have a computer with more than 4GB of RAM, but you are only using 32-bit software, the...

Is Prophet Supported on my Mac? - OSX/Mac Support

Solutions
Avidian Technologies does not officially support OSX or MAC computers as it will not install on OSX at this time. However, there are some ways you can setup your MAC to run Windows programs. Below I have included a link to a 3rd party website which will provide you with more information on how you can run Windows applications within your MAC laptop/PC.

We are unable to help you setup any of these methods of running Windows on...

FIX ERROR: An error occurred when attempting to copy to your Public Shared Folder

Symptoms
This error can happen when sending emails from an open Opportunity, or when linking emails to an Opportunity.

It could also happen when a Prophet user receives an email from another Prophet user that is linked to an Opportunity, or when sending or receiving emails from a contact that you have Auto-Linked to an Opportunity.

Cause
This is due to a size restriction on the individual folders, not...

Why is Analytics Manager not working
This article was written for Prophet On-Demand customers. If your company is using a Prophet On-Premise server then some or all of these steps will not work. If you do not know what you are on contact your Prophet Administrator

Symptoms
'Analytics Manager' folder is not present in the 'Avidian Prophet' tree in Outlook
Nothing loads when clicking on 'Analytics Manager' even though I have an Analytics License setup correctly

Resolution

Step A:...

How do I update my Prophet client?

Symptoms

If you are missing the 'Avidian Prophet', 'Contact Manager', 'Opportunity Manager', 'Company Manager', 'Report Manager', 'Analytics Manager', or 'Support Center' folders from your Outlook

Rebuild Your Manager Folders
*NOTE* Please note that your Manager folders will be created inside of Outlook's Default Data File. If you have more than 1 data file in Outlook you'll want to verify the correct one is set to default. (In Outlook: Files ->...

How do I follow a opportunity or user?

Purpose
If you wish to recieve notifications from an opportunity or user change

Solutions
Pre-Requisite Knowledge
The follow function is a local setting on each Prophet user’s computer. In order to follow either a particular user or a particular record do the following.
**NOTE: Only a Prophet Administrator can follow users but a Prophet User can follow records, just not other users.**

Following an Opportunity/User

In the Prophet...

What does the data validation error mean in the import process?

Symptoms
Errors appear during validation of import data

Solutions
The Prophet Import Tool has a wonderful feature that allows you to validate your data before it is imported. This gives clients the chance to correct data mistakes before they are imported into the Prophet Database. However, understanding the validation screen can be confusion.

Here is a breakdown of the Validation Screen.

General Information

The...