Printing Notes

You can print any notes that are entered in Top Producer 8i.

To print referral, listing or closing notes:

1. Open the Referral, Listing or Closing Record that contains the notes you want to print. How?

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

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

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

2. Click the Notes tab.

3. To print all of the record's notes, click the Print Notes link.

   Note: Currently, specific notes cannot be printed separately.

   The notes associated with the referral, listing or closing appear in a new tab/browser window.

4. You can now save or print your notes.

To print contact notes:

1. Open the Contact Record that contains the notes you want to print. How?

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

2. Click the Summary tab.

3. Click the Print All Notes link.

   The notes appear in a new tab or browser window.

4. You can now save or print your notes.

To print activity notes:

1. Open the activity that contains the notes you want to print. How?

   • From the Main Menu bar, go to Calendar > Activities Summary. Click the activity's row to display the activity.

2. In the Notes section, click the Print Notes link.

   Note: Currently, specific notes cannot be printed separately.

The notes associated with the activity appear in a new tab/browser window.