The My Info Tab (Assistants)

The My Info tab is the primary place for storing your professional contact and address information in Top Producer 8i.

 

HOW TO FIND THIS SCREEN

FEATURE

ROUTE

My Account

From the My Account landing screen, select the My Info tab.

 

TOPICS RELATED TO THIS SCREEN

FEATURE

PROCEDURES

My Account

 

FIELDS AVAILABLE ON THIS SCREEN

FIELDSET

FIELD

COMMENTS

Name Details

Name

You will not be able to modify your name. Contact the Responsible Agent to make changes.

Designation

You will not be able to modify your designation. Contact the Responsible Agent to make changes.

Sign-in Settings

By default log into this account

If you are a shared assistant on a broker account, all of the available agent accounts will appear in a drop-down list.

Contact Info

Phone Numbers

Fields available: Home, Mobile, Pager

Email