The Settings area of Top Producer 8i centralizes the settings that personalize your Top Producer 8i experience.
General Settings: Allows you to specify your application color theme, default report orientation, and the default tabs that appear when certain screens are opened. In addition, you can set up integration for your social media accounts, 3rd party data services and MLS connectivity.
Home Settings: Allows you to customize what you see when you access the Dashboard. You can choose whether you want to display such items as My Business and the Sales Pipeline portlet, set the default tabs for certain portlets, and specify the date range of activities that appear in My Business.
Calendar Settings: Allows you to specify the default view for the Calendar (i.e., Day, Week or Month View), the hours that define your workday (start and end times), how time intervals are displayed, your Time Zone, and the activity date range you want displayed when the Activities Summary screen is accessed.
Contact Settings: Enables you to enable/disable duplicate contact checking and download data import tools. You can also set up your lead providers so these leads are automatically pushed into Top Producer 8i, and set up lead alerts so you are notified each time a lead is received in 8i.
Listings & Closings Settings: Enables you to define listing settings such as expiration dates, specify your listing and closing service report settings, and set up your agent information for presentation on your customer web pages, and configure destinations for XML-based listing information upload.
Marketing Settings: Allows you to define marketing settings, including composing the legal disclaimer, defining your marketing signature and Days on Market (DOM) settings, and set the defaults for envelopes, labels and printer feed methods. You can also edit your publishing messages and determine how long published materials stay active.
Email Settings: Enables you to define the tool you want to use for your Top Producer 8i email (the built in email editor or Microsoft Outlook), set up your email stationery, signatures and Out Of Office settings, view the unsubscribe text that appears on outgoing email, and set your spam settings.
TP Sync Settings: Allows you to specify the settings that enable synchronization between your Google or Outlook contacts/calendar and Top Producer.
Financial Settings: Allows you to set up the tax rates that will be used in income or expense calculations, and determine how the taxes will be calculated.