Creating a Copy of a Plan

Top Producer 8i comes with a wide variety of default plans. You can also choose to create your own plan(s) from scratch or create personal copies of the default plans (as explained below). Unlike default plans, activities can be added, removed, or edited in personal copies.

To copy a plan:

1. Open the Plans Manager screen. How?

   • From the Main Menu bar, go to Calendar > Plans Manager.

2. Click the tab that contains the plan you want to copy, and then use the Show drop-down list to locate the plan.

3. Click the Copy Plan action icon.

4. Give the plan a descriptive Name.

   Tip: The default sort order for the Plans Manager screen is numerical (lowest to highest) then alphabetical (A to Z), so if you give your personal plans names starting with "0 -", for example, they always appear at the top of the list when you access your Plans Manager screen.

5. Enter a plan Description. This description appears in the Plans Manager, and helps when deciding which plan you want to apply.

   Note: You can add plan descriptions for Action, Listing and Closing Plans. You cannot add descriptions for Service Report Plans.

6. If copying an Action Plan, and you want to modify many of the templates used in the plan, select Create new personal copies for templates used in this plan. This automatically creates personal copies of all the templates, and saves you from having to create personal copies of each template individually.

   Note: Only select this option if you do not already have personal copies of the plan's templates.

7. If you selected Yes in step 6, from the Personal Template Category - [Template Type] drop-down list, select the category where you want to save your personal templates.

8. Click:

   • Save & View Plan to continue working with this plan. Proceed to step 9.

   • Save & Close to save the plan and return to the Plans Manager.

9. You can now add, remove or update items into your plan:

   • If you created an Action, Listing, or Closing plan, you can add, remove or update activities.

   • If you created a Listing Services Report or Closing Services Report plan, you can add, remove, or update (service) reports.