The Notes Tab

The Top Producer 8i system makes use of the Notes tab in a number of different places. From the Notes tab you can make notes concerning referrals, listings and closings. Notes for contacts are entered from the Contact Record's Summary tab.

 

HOW TO FIND THIS SCREEN

FEATURE

ROUTE

Referrals

From the Referral Record screen, select the Notes tab.

Listings

From the Listing Record screen, select the Notes tab.

Closings

From the Closing Record screen, select the Notes tab.

 

TOPICS RELATED TO THIS SCREEN

FEATURE

PROCEDURES

Referrals/Listings/Closings

 

ICONS USED ON THIS SCREEN

ICON

COMMENT

delete_icon.bmp

Delete the note.