Viewing a Linked Activity

While a complete list of every activity in your Top Producer 8i account can be viewed from the Activities Summary screen of the Calendar feature, you can also choose to view only the activities linked to a single record (contact record, referral record,  listing record, or closing record) by accessing the Activities tab from within the corresponding record's screen.

To view a linked activity

1. Open the record you want to work with. How?

   • Contact Record: From the Main Menu bar, go to Contacts > Contacts Summary. Click the contact's row to open their contact record.

   • Referral Record: From the Main Menu bar, go to Contacts > Referrals Summary.. Click the referral's row to open their referral record.

   • Listing Record: From the Main Menu bar, go to Listings > Listings Summary. Click the listing's row to open the listing record.

   • Closing Record: From the Main Menu bar, go to Listings > Closings Summary. Click the closing's row to open the closing record.

2. From the specific detailed record screen (e.g. the Contact Record), click the Activities tab.

3. To view:

   • Activity details, click the activity you want to view to display the Activity Details screen.

   Tip: To view multiple activities, select the check boxes beside the activities you want to view, and then click the Mass Open link. Click the <Prev and Next> links at the bottom of the screen to view the selected activities.

   • The contents of a correspondence item (e.g. letter or email):

   • Click the Send Email icon to view and send the email.

   • Click the View & Print PDF icon to view and print a planned, letter, postcard, envelope or label.

   • Click the View email message icon to view a completed email activity and sent/received email. You'll only see this icon when you are viewing completed activities.