Top Producer Mobile: Adding/Editing Notes

Adding a Note

You can add a note from many areas in Top Producer Mobile, including the Notes list and from the associated contact, activity, listing or closing record. However, the quickest way to add a note is to use the method described below.

Notes can be linked to as many contacts, listings and closings as you like, or you can add a note that isn’t associated with any record. Notes can always be linked to associated items later, if desired.

1. From any page in Top Producer Mobile, scroll up and tap the Add icon.

   

2. Tap the Add Note icon.
3. Enter the note body and date/time, if necessary.

4. Link the note to any associated items by tapping the Add icon.

   

5. You can link the note to contacts , listings and closings , or select from the list of items you’ve recently accessed. For more information, see Linking a Note to Associated Items.

   Note: If you want to link the note to an activity and it does not appear in the list of items you’ve recently accessed, you can add a note from the activity record.

6. Tap Save when finished.

Editing a Note

You can edit a note from the associated contact, activity, listing or closing record, or from the Notes list as described below.

1. From the Home page, tap Notes.
2. Swipe the note you want to modify, and then tap the Edit icon.
3. Modify the note body and date/time, if necessary.



4. Link the note to associated items by tapping the Add icon. For details on linking notes, see Linking a Note to Associated Items.
5. Tap Save when finished.

Log in to add/edit notes.