How do I create views in contact and company manage?

If your contacts are already in Outlook, you will simply need to adjust your view within the Contact and Company Managers to tell Prophet which contact folder you want it to sync with.

To do this, in Contact Manager and Company Manager, go to the drop-down next to the view, select Tools and then select Create New.

Prophet CRM: Contact Manager-Edit Current View View

My recommendation is to create a new view and call this “All Contacts” to reflect that this view will show all of your contacts. You can always set specific filters later, such as contacts in a specific location, category, etc.

After clicking Create New, the Contact or Company View Options dialogue will open up. This is where you name your view.

Prophet CRM: Contact View Options

  1. First enter a name for your view and add a description if you’d like.

    A table grid allows for the selection of sortable and filterable columns, where a simple list will just show contact or company names.

  2. Next, click the Contact Selection link to select contacts or companies by user assignment or contact folder.

    Prophet CRM: Contact Selection-User Assignment

  3. You will first want to select the Contact Folder(s) option to register your Outlook contact folder with Prophet.

    Prophet CRM: Contact Selection-Contact Folders

  4. If the contact folder you want to sync Prophet with is not listed there, click the Add button and then select the proper folder.

  5. This will either be your local contact folder or a public folder if you are using Microsoft Exchange or SharePoint.

    Prophet CRM: Select Contact Folders

  6. For Contact Selection by User Assignment(s), this will show the contacts that have been synced with Prophet, including the ones in the contact folder you have synced with Prophet, as well as any other contact folder that has been synced with Prophet.

    • You can select to view all contacts that have been assigned to you – those that you have created or those that someone else created but then assigned you as a user.

    • You can select all contacts that are visible to you – those that are assigned to you or other users whose data you have permissions to view.

    • You can select to view contacts assigned to specific users – possibly your team’s contacts.

    • You can select to view all contacts, regardless of who they are assigned to.

  7. Once you have selected the contact folder you want to sync Prophet with, click the Columns section to select the columns that will appear in your view.

    Prophet CRM: Select Contact Folders

  8. Click OK at the bottom and your new view will be saved and all your contacts in Outlook will appear in Contact Manager.

  9. Repeat these steps for Company Manage to bring your companies into Prophet.