Viewing, Editing and Deleting Notes

Viewing, editing and deleting notes is easy and straightforward in Top Producer 8i. When editing a note, you can modify the note's body, date/time and who entered the note.

To view notes:

1. Open the record that contains the notes you want to view. How?

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

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

   • 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. If viewing:

   • Referral/listing/closing notes, click the Notes tab.

   • Activity notes, scroll down to the Notes section.

   • Contact notes, click the Summary tab.

3. If viewing contact notes, the Show area at the top of the Summary tab enables you to display notes of a specific type.



• Contact Only: Displays all notes associated with the current contact (and other contacts, if applicable). Notes that are also associated with listings/closings/activities do not appear when this filter is selected.

• Listing: Displays all notes associated with a listing and the current contact.

• Closing: Displays all notes associated with a closing and the current contact.

• Activity: Displays all notes associated with an activity and the current contact. Notes that display may also be associated with listings/closings/other contacts.

• All: Displays all notes associated with the contact.

To edit or delete a contact note:

1. Open the Contact Record that contains the notes you want to edit or delete. 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 and find the note.

3. To edit the note:

   1. Click anywhere on the note.

   2. In the Edit Note area, make your changes to the note body. To select a note from the Notes List, or to add a note for future use, click the Select Note from List link.

   3. Modify the Date and Time, if desired.

   4. When finished, click the Save Note button.

4. To delete the note, click the Delete icon.

To edit or delete a referral, activity, listing or closing note:

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

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

   • 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. If viewing:

   • A referral/listing/closing note, click the Notes tab.

   • An activity note, scroll down to the Notes section.

3. To edit the note:

   1. Click anywhere on the note.

   2. In the Edit Note area, make your changes to the note body. To select a note from the Notes List, or to add a note for future use, click the Select Note from List link.

   3. Modify the Date and Time, if desired.

   4. When finished, click the Save Note button.

4. To delete the note, click the Delete icon.