The Activity Details Screen

The Activity Details screen displays all of the information relating to the selected activity.

Topics related to this screen
Fields available on this screen

FINDING THIS SCREEN
FEATURE	ROUTE
Calendar	From the Activities Summary screen, select the Activity Description.
Contacts	From the Activities tab of the Contact Record screen, select the Activity Description.
Referrals	From the Activities tab of the Referral Record screen, select the Activity Description.
Listings	From the Activities tab of the Listing Record screen, select the Activity Description.
Closings	From the Activities tab of the Closing Record screen, select the Activity Description.

TOPICS RELATED TO THIS SCREEN
FEATURE	ACTIVITY
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 About Notes 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

FIELDS AVAILABLE ON THIS SCREEN
FIELDSET	FIELD	COMMENTS
Activity Type	Type	Not editable after the activity has been created.
Activity Details	Description	Select a description from the drop-down list, or enter one in the text box. To add a description to the drop-down list for future use, click the Add link and specify a value. The description will appear in the Activities tabs and in the Calendar Landing screen.
	Assigned to	If you have an assistant license, or are a member of a team or broker account, the assistant/other team members will be available via this drop-down.
	Link to Listing/Closing	Displays the listing or closing record that is linked to the activity, if applicable. View the listing or closing by clicking the listing or closing address. You cannot change which listing/closing is linked to the activity after the activity has been created.
	Date	Enter a date manually or use the date pop-up control.
	Time	Appointments only.
	Recurrence	Selecting any value other than Does not recur displays the recurrence options for the selected time unit (Daily, Weekly, Monthly, Yearly). The options include the frequency with which the activity will occur within the chosen period and the date or total number of occurrences at which the activity will stop recurring.
	Reminder	Appointments only. The Reminder field enables you to choose a time before the activity is due to have a reminder emailed to the address specified in your My Account settings. Select Remind me by email to ensure you receive an appointment reminder. If you also use the Google Calendar, you can set up Top Producer Google Sync to receive additional reminder types, including mobile alerts on your device and pop-up reminders. If instead you use the Outlook Calendar, you can set up Top Producer Outlook Sync to receive these additional reminder types.
	Drop from Activities	Stop an activity from appearing in the Activities Summary screen by specifying how long after the activity date you want it to drop off. Selecting Do not drop off ensures that the activity remains in the Activities Summary screen until you mark it done if you are viewing a specific activity type. The Do not drop off setting is not applicable when viewing All Activities on the Activities Summary screen.
	Priority	Select from High, Medium and Low. This setting is is displayed in the Activity Details screen, but is currently not used for searching/sorting in Top Producer 8i.
[Activity_Type] Template	This fieldset is visible only when creating Letter, Envelope, Label, Email, or Postcard activities.
	Category	Within Top Producer 8i, templates are organized into categories to make locating them easier. You can make things easier still by creating personal copies of your favorite templates and storing them in your Personal category.
	Email Attachments	Email templates only.
	Automated Send?	Email templates only. If set to Yes, an email message based on the template will be sent to the contact on the activity day without you having to preview it and send. If set to No, an activity will appear in your My Business portlet, from which you will be able to preview, edit, and send the email.
	Template	View a PDF sample of the selected template by clicking the Template Preview link. To make edits to the version of the template that will be used for the current activity, click the Edit Template link to display the Edit Template screen.
	Sort Letters by	Used when printing of a large volume of letters and accompanying envelopes or labels to ensure that both batches are printed in the same order for ease of stuffing/labeling and mailing.
Contacts	[Contact Name]	View a contact record by clicking the contact's name.
	Mass Open Contacts	View all contacts associated with the activity. Use the <Prev and Next> links to view the selected contacts.
	Search & Attach Multiple Contacts	Attach multiple contacts using the Search for Contacts feature.
	View/Remove Contacts	Remove multiple contacts from the activity. This link is only visible if 8 or more contacts are linked to the activity.
Notes	Any notes associated with the activity appear here. You can view, add, modify, print or delete the activity notes. Select a note from the Notes List, or save notes for future use by clicking the Select Note from List link.