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I Can’t Search Public Folders in an Opportunity

Problem: There is no place for a checkmark for including “Public Folders” in the “Email Search”. Cause: Public Folders are not available as a registered folder list. Solution: 1. Close the Opportunity. 2. Click on Tools and Prophet Administrator from inside Opportunity Manager. 3. Click on Working Contact Folder. 4. Select Public Folders. 5. Allow […]

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  • October 23, 2015

How do I configure Office 365 for use with Prophet 6?

Prophet 6 users can share contacts, companies, opportunities, emails, calendars, and tasks in Office 365 by using a “shared mailbox”. Instructions for configuring a shared mailbox environment are as follows: Create a shared mailbox in Office 365. Microsoft’s instructions regarding creating shared mailboxes are found at: http://help.outlook.com/140/ee441202.aspx Add the shared mailbox to your Outlook client’s […]

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  • August 16, 2015

How do I create public folders in Exchange?

Prophet 6 requires a public folder in order to share certain information amongst Prophet users. Microsoft Exchange offers a public folders option which will allow Prophet users to share contact, calendar, task, and email information amongst Prophet users. The following information regarding public folder creations is provided from Microsoft’s website: http://support.microsoft.com/kb/255077 Create a new public […]

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  • August 16, 2015

How do I set up SharePoint 2010 with Prophet 6?

Prophet 6 requires a public folder in order to share information in Prophet amongst Prophet users. SharePoint can be set up to serve as this public folder, but does have limitations. Prophet uses two fields in Outlook – the “Billing information” and “Mileage” fields to establish links to records. However, SharePoint has a known defect […]

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  • August 16, 2015

How do I share information between Prophet users with Prophet 6?

The data elements Prophet users can share via Prophet depends on what third party application is integrated with Prophet. Although Prophet maintains certain data elements in the Prophet database, other data elements are maintained by Outlook and require a server-based application (such as Exchange) to perform the data sharing function across users. However, some third […]

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  • August 16, 2015