FIELDSET
FIELD
COMMENTS
Name Details
Name
If you are a part of a team or broker account, you will not be able to modify your name. Contact the Responsible Agent to make changes.
Otherwise, enter your name and then click the Name Details link to display the name breakout in editable form, or simply type the name and click the Tab key to display Top Producer 8i's automatic parsing of it.
Designation
Open the Designation drop-down list and select the designation you want to appear with your name.
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To add new designations to the list, open the list and click the Modify link, then click the Add link and enter the new value.
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To delete designations from the list, open the list and click the Modify link, then click the Delete
icon link and enter the new value.
Closing Salutation
By default, the closing salutation defined here is used to close all emails, letters, and postcards.
Work Details
Company
If you are a part of a team or broker account, you will not be able to modify your company name. Contact the Responsible Agent to make changes.
Used to populate your company name in footers and address information.
Job Title
Used to populate your job title headers and footers.
Office Manager
Contact Info
Phone Numbers
Fields available: Home, Business, Mobile, Pager, Other, Fax.
Emails
Fields available: Agent (Primary), Company
Websites
Fields available: Agent, Company. Homefinder, Charity
Address Info
Fields available: Street Address, City, County, State, Zip Code, Country