The Add Activity Form

The Add Activity form provides the means of scheduling activities for contacts, referrals, listings, and closings. The fields available on the Add Activity form change with Activity Type selected. Written communication-based activities (Emails, Letters, Envelopes, Labels and Postcards) and Recurring activities both have specialized requirements that must be defined as a part of the Add Activity process.

Topics related to this screen
Fields available on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Main Menu	From the Main Menu bar, select Calendar > Add Activity. From the Activities tab of the Contacts, Referrals, Listings, and Closings Record screens, click the Add Activity action link.
Calendar	From the Calendar Landing or the Activities Summary screen, select the Add Activity action link.
Contacts	From the Contacts Summary screen, click the Schedule Activity icon. From the Activities tab of the Contact Record screen, click the Add Activity action link. From the Contact Record's header, click Perform Action > Schedule Follow-Up.
Referrals	From the Activities tab of the Referral Record screen, click the Add Activity action link.
Listings	From the Activities tab of the Listing Record screen, click the Add Activity action link.
Closings	From the Activities tab of the Closing Record screen, click the Add Activity action link.

TOPICS RELATED TO THIS SCREEN
FEATURE	ACTIVITY
Calendar	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/Group Appointment Accepting or Declining a Team/Group Appointment Editing Team/Group 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	Activity types: To-do, Call, Appointment, Team Appointment (team accounts only), Letter, Envelope, Label, Email, Postcard.
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 as the first row item in the Activities tabs and in the Calendar Landing screen.
	Assigned to	If you are a member of a team or group account, the other members of your team will be available via this drop-down.
	Link to Listing/Closing	If the activity is related to a listing or closing, you can link the activity to it. Once the activity has been marked done, you can choose to have it appear on the appropriate service report.
	Date	Enter a date manually or use the date pop-up control. If the activity is linked to a listing or closing, the Auto-adjust dates when changes occur to check box will be visible. This allows you to make the activity date dependent on important listing or closing dates.
	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. Only visible when None is selected in the Link to section.
	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 appears on 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 the 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.