The Activities Summary Screen

The Activities Summary screen is the master list of every activity in your Top Producer 8i system. The screen is accessed from the Calendar area by selecting Calendar > Activities Summary. This screen contains all activities created anywhere in the Top Producer 8i application. The Activity tabs available from record screens elsewhere in the application (Contact Record screen, Listing Record screen, etc.) contain only the activities created within and relevant to the particular record in which they are viewable.

The Activities Summary table can be filtered by defining the activities you want to view. Additionally, you can reduce the amount of time it takes to load the screen by specifying a default date range in your calendar settings.

Topics related to this screen
Icons used in this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Main Menu	From the Main Menu bar, select Calendar > Activities Summary.
Calendar	From the Calendar screen, click the View Activities link.
Marketing	From the Template Library screen, click the Letter, Email, Envelope, Label, or Postcard Activities link.

TOPICS RELATED TO THIS SCREEN
FEATURE	ACTIVITY
Calendar	Defining Your Calendar Settings Working with Activities from the Calendar Working with Activities Scheduling an Activity Finding/Viewing Activities Editing Activities Marking an Activity Done Creating a Recurring Activity Performing Mass Actions on Activities Creating an Activity Report Scheduling a Team/Broker Appointment Accepting or Declining a Team/Broker Appointment Editing Team/Broker Appointments Adding an Activity to a Plan Editing Plan Activities Deleting Plan Activities
Contacts, Listings	Viewing a Linked Activity Creating an Activity Linked to an Individual Record Editing a Linked Activity Deleting a Linked Activity
Marketing	Viewing Template Activities

ICONS USED ON THIS SCREEN
ICON	PROCEDURES
	Delete an activity.
	Send a planned email.
	If the email has not yet been sent, this icon allows you to view/edit/send the email. If the email has been sent, this icon allows you to view the email.
	View and print a planned letter, postcard, envelope, or label.
	Mark an activity as "complete".
	Mark an activity as "incomplete".