Home | Careers | Have a Question?
Buy Online or Call Us at 1-800-821-3657
See our current prices
Skip Navigation Links

Top Producer® 7i FAQs

Click on the headings below for more information about each sub area.
 
Top Producer 7i login blocked by the Windows XP Service Pack 2 Pop-Up blocker
Top Producer 7i login blocked by the Windows XP Service Pack 2 Pop-Up blocker

With the release of Service Pack 2 (SP2) for Microsoft Windows XP, a pop-up blocker has been added to Internet Explorer. If you perform a Windows Update and apply SP2 to your Windows XP computer, a pop-up blocker will be installed and enabled on your computer. This may cause an issue when you try to login to Top Producer 7i.

If the Windows XP SP2 pop-up blocker blocks your login to Top Producer 7i, you should see an information bar beneath Internet Explorer's address bar, as shown here:



Follow these steps to configure the pop-up blocker so that it does not affect future logins to Top Producer 7i:

  1. Close all open Internet Explorer windows.
  2. Open the Control Panel and double click Internet Options.
  3. Click on the Privacy tab. Look for the Pop-up blocker box at the bottom of the window. Click on the Settings button in this box.
  4. The window below will be displayed:
  5. Type www.topproduceronline.com into the Address Of Web Site To Allow field and click Add. Ensure that www.topproduceronline.com now appears in theAllowed Sites box.
  6. Click Close on the Pop-up Blocker settings dialog box and then click Ok on the Internet Options window. Log into Top Producer 7i to ensure that the issue is resolved.
Top
 
Top Producer 7i downloads blocked after installing Windows XP Service Pack 2

If you have upgraded to Windows XP Service Pack 2, you may be unable to download files from Top Producer 7i, such as the Top Producer 7i for Palm client software or the Data Transfer Wizard. If Internet Explorer has blocked your download, you will see the message shown in the title bar at the top of this image:

While it is possible to click Download file..., in order to permanently correct this issue you should add topproduceronline.com to Internet Explorer's trusted sites list. Please follow these steps:

  1. Close any open windows, including any Top Producer 7i windows.

  2. Highlight Start, click Settings, and then double-click Control Panel.

  3. Double-click Internet Options.

  4. Click on the Security tab. Select the Trusted sites internet zone, and then click on the Sites button.

  5. In the Add this web site to zone field, type in https://www.topproduceronline.com and click Add.

  6. Ensure that https://www.topproduceronline.com is now in the Web sites field. Click Ok to close the Trusted Sites window, and then click Ok again to close the Internet properties window.

  7. Log into Top Producer 7i and retry the download.

Top
 
How do I convert my Top Producer 6i, System 6, or 5.1 desktop version data into Top Producer 7i?

Converting data for use in Top Producer 7i

The instructions below will walk you through a checklist of steps to perform before you convert your existing Top Producer data for use in Top Producer 7i.

Converting data from other applications

If you have data from another application or data source, for example, Microsoft Outlook, Agent 2000, On-Line Agent, ACT!, PREP, PowerPak, Hot Marketer, Top Recruiter, or a standard CSV (or ASCII) data file, please click here.



Top Producer 5.1

If you are converting data from Top Producer 5.1 for Windows, click here for instructions.

Converting Top Producer 6i or System 6 data for use in Top Producer 7i

Click the link below for instructions on how to upload and convert your Top Producer 6i or System 6 database.

Top Producer 6i/System 6 to Top Producer 7i Data Conversion Instructions

Top

 
How do I convert data from a third-party application or data file for use in Top Producer 7i?

Importing third-party application data for use in Top Producer 7i

The instructions below will show you how to import your third-party application data for use in Top Producer 7i.

Overview

There are four basic ways to import third-party application data into Top Producer 7i.

  1. Use one of the data filters provided in the Top Producer 7i Data Transfer Wizard to import data from a supported application. See Section 1 below.
  2. Use the Online Software Conversion Wizard to import data from Online Agent, Agent 2000, or AgentOffice. See Section 2 below.
  3. If you wish to import data from PREP 3 or PowerPak, see Section 3 below.
  4. If you wish to import data from an application or data source that is not listed in Sections 1 - 3 below, then use the Top Producer 7i Data Transfer Wizard to pre-sort your data so that it imports into the matching fields in Top Producer 7i. See Section 4 below.

Section 1 - Importing data from a supported application

Using the Top Producer 7i Data Transfer wizard, you can import data from the following applications. Select the applicable product from this list, and then follow the instructions that appear.


Section 2 - Importing data from Online Agent, Agent 2000, or AgentOffice

To import data from an Online Software program, please click here for full instructions.


Section 3 - Importing data from PREP 3 or PowerPak

If you wish to import data from one of these applications, please click here for full instructions.


Section 4 - Importing data from a CSV file

Using the Top Producer 7i Data Transfer wizard, you can easily import contact records from any application that can export or save information in a comma-separated-values (CSV) format. Many applications, such as Microsoft Excel, Microsoft Word, Lotus Notes, and more, can export data to a CSV file. If the application you are using is not listed in Sections 1 - 3 above, then please click here for full instructions.

Note  It is possible to manually map your data prior to import, using a spreadsheet program such as Microsoft Excel. However, this process is intended only for the advanced user. If you wish to map the data yourself, click here.
Top
 
Using features in Top Producer 7i
NOTE: To learn how to use the features, just click on the heading for that feature.
  • HTML Email Editor
  • Top Producer 7i includes a full-featured HTML Email Editor that lets you send and receive emails with full-color photos and graphics. You can receive your favorite HTML-formatted newsletters in your Top Producer 7i email program, and even create and mass email a newsletter to your contacts that includes photos of your listings and recent sales, a personalized message, agent photo, agent signature, company logo, and other graphics and text effects. Top Producer 7i’s HTML Email Editor gives you yet another way to market more effectively and positively distinguish yourself from your competitors.
  • Enhanced POP 3 Email Compatibility – Improved Performance
  • The Email Manager lets you enjoy easier and more effective integration of your Top Producer 7i email account with your other business and personal email accounts. You can set up your system to automatically receive email from all your email accounts into your My Email Inbox, so you’ll never have to switch between Top Producer 7i and other email programs.
  • Ability To Print Or Reprint A Single Letter From A Mass Mailout
  • Top Producer 7i lets you print out an individual letter while you’re in the middle of creating a mass mailout. Additionally, if you finish printing a mass mailout and notice a mistake in one of the letters, you can quickly and easily reprint that specific letter again. A huge time saver.
  • Duplicate Contact Record Check
  • Tired of wondering whether you already have a contact in your database? With Top Producer 7i’s duplicate contact check feature the system automatically checks your database to see if a match exists and, if it does, brings this to your attention.
  • Unlimited Creation And Posting Of Lead Inquiry Forms
  • We’ve taken a great idea and made it even better. You can create and post as many Lead Inquiry forms on your web sites as you want. This means you’ll have even more opportunities to automatically receive web site leads into your database, saving you data entry time and enabling you to instantly respond and apply follow-up Action plans.
  • Use Top Producer 7i SellPhone On Your Blackberry® Handheld
  • Top Producer Systems and Research In Motion (RIM), a world leader in wireless mobile communications, have collaborated to enable Top Producer 7i SellPhone to work on RIM’s popular Blackberry® Handheld devices. So if you own a Blackberry you will be able to use it with your Top Producer 7i system to receive leads, view your scheduled appointments, calls and activities, and send and receive email. And because you’ll be working in real time, all changes you make on your Blackberry will automatically update your Top Producer 7i database.
  • Easier Accessory Program Set-Up
  • For your convenience, Top Producer 7i now makes it easier for you to set up its accessory programs Top Producer 7i SellPhone, Top Producer 7i for Palm handhelds, Top Connector 7i. All you have to do is go to the Setup menu, click Applications Setup, click the application you want to set up, and follow the on-screen instructions. It's that simple.
  • Sort Mail By Zip Code
  • To help you increase the efficiency of your targeted mailouts, Top Producer 7i includes sophisticated mail sorting. Once you’ve selected all your contacts for a mass mailout, you can easily sort your letters by Zip Code, Streetname, or Last Name with just a few clicks – another feature that can help you save time and money executing your marketing campaigns.

You should also notice functionality in the following areas:
  • Listing And Closing Management
  • Top Producer 7i lets you create closings with the Buyer, select a primary closing party (Buyer or Seller), and view/edit addresses in the Listing/Closing details.
  • Listing And Buyer Presentations
  • Top Producer 7i includes a Price Adjustment Notes page, a Property Adjustment page, and Adjustment Price Calculation functionality. In addition, you can Web publish your presentations in three different resolution settings, Large, Medium and Small, to suit your client’s Internet connection speed.
  • Contact And Property Searching
  • An Advanced Search feature is included in Top Producer 7i’s Mass Mailout window.
  • Data Exporting
  • The Data exporting feature includes sophisticated contact search and filtering.
  • Print Functionality
  • In addition to letting you print or reprint a single letter from a mass mailout, Top Producer 7i also enables you to print postcards 4-up from Action Plan items presented in Today’s Business.
Top
 
How to optimize Top Producer 7i login time

Use the browser settings below to decrease the amount of time it takes Internet Explorer to load Top Producer 7i. By choosing to automatically check for newer versions of stored pages and not emptying the cache each time you log off, you will experience faster logins, since Internet Explorer won’t have to download all the files each time you connect.

  1. Make sure your browser is closed.
  2. From your desktop, click Start > Settings > Control Panel.
  3. Double-click the Internet Options item from the list.
  4. The Internet Properties pop-up window is displayed. Click the General tab.
  5. In the Temporary Internet files section, click Settings to display the Settings pop-up window.
  6. Under the Check for newer versions of stored pages section, select the Automatically option button.
  7. Click OK to exit the Settings pop-up window and return to the Internet Properties pop-up window.
  8. Click the Advanced tab and scroll down to the Security section.
  9. Ensure that the Empty Temporary Internet Files folder when browser is closed check box is NOT SELECTED. That is, the check box must be cleared.
  10. Click OK to exit the Internet Properties pop-up window.
  11. Close the Control Panel window.
If you notice that you consistently have slow login times, please follow the steps below. These steps need only be followed once.
  1. Close all open programs, including Internet Explorer.
  2. Click the Start button, then point to Settings (if using Windows 95/98/ME or 2000), then click the Control Panel icon. Note: If you are using Windows XP and the Category view is currently displayed, click the Network and Internet Connections link.
  3. Double-click the Internet Options icon.
  4. Click the Content tab.
  5. In the Certificates section complete the following:
    • Click the Publishers button.
    • Select Top Producer Systems Inc. in the Trusted Publishers list, then click Remove.
    • Click Yes when prompted to delete the Top Producer Systems Inc. certificate.
      Note: Repeat this step to remove all instances of Top Producer Systems Inc. from the list. Do NOT delete any other web site certificates from the Trusted Publishers list.
    • Click Close to return to the Internet properties pop-up window.
    • Click OK to return to the Control panel.
    • Exit the Control panel by clicking File, Close.
  6. Try logging into Top Producer 7i. You will be prompted to allow content from "Top Producer Systems Inc." to run. Ensure the checkbox beside Always trust content from Top Producer Systems Inc. is enabled, then click Yes. The login should continue as normal from here, and subsequent logins should be significantly faster.
More details on optimal Internet Explorer settings can be found in the Top Producer 7i User Guide, under the heading "Troubleshooting... Browser Settings."
Top
 
How do I setup my email in Top Producer 7i?

Click here to view a document that will show you how to configure your email in Top Producer 7i.

Please note that to view this document you will require Adobe® Acrobat® Reader®. If the document does not open when you click the above link, then download and install the free Adobe Acrobat Reader from here.
Top

Keyboard shortcuts in Top Producer 7i

The following keyboard shortcuts are available within the areas of Top Producer 7i noted below. Use the key combinations shown in the list to perform the corresponding action.


Word Processor
Key Combination: Action:
Ctrl-Z Undo
Ctrl-Y Redo
Ctrl-C Copy
Ctrl-V Paste
Ctrl-X Cut
Ctrl-B Set bold font
Ctrl-U Set underline font
Ctrl-I Set italic font
Ctrl-Shift-S Save document's XML in clipboard
Ctrl-Shift-L Load document from XML stored in clipboard
Ctrl-P Print current document using the system printer select dialog
F7 Spell check
Ctrl-F Find
Ctrl-H Replace
Ctrl-Alt-T Insert trademark symbol (™)
Ctrl-Alt-C Insert copyright symbol (©)
Ctrl-Alt-R Insert Registered trademark symbol (®)

HTML editor
Key Combination: Action:
Ctrl-Z Undo
Ctrl-Y Redo
Ctrl-C Copy
Ctrl-V Paste
Ctrl-X Cut
Ctrl-B Set bold font
Ctrl-U Set underline font
Ctrl-I Set italic font
Ctrl-F Find
Ctrl-Alt-T Insert trademark symbol (™)
Ctrl-Alt-C Insert copyright symbol (©)
Ctrl-Alt-R Insert Registered trademark symbol (®)

My Email
Key Combination: Action:
Ctrl-M Check email
Ctrl-N Compose
Ctrl-R Reply to selected email
Ctrl-L Reply to all
Ctrl-F Forward selected email
Ctrl-T View contact linked to selected email
Ctrl-D or Delete key Delete selected email
Ctrl-E Mass email
Ctrl-Y Move selected email to a folder
Ctrl-P Copy selected email to folder
Top
 
How to save links to your Hot Marketer 2.0 presentations in your Top Producer 7i Marketing Links library

This article will show you how to save links to your Hot Marketer 2.0 presentations in your Top Producer 7i Marketing Links library. These links correspond with presentations created in Hot Marketer that have been uploaded to a location on the Internet. By using Marketing Links, you can leverage the powerful mass email and contact management tools built into Top Producer 7i when sending presentation information to customers.

Click the link below to view the instructions.
tf2605.pdf

Optionally, you can save this article as a PDF file to view later in Adobe Acrobat Reader. To do so, right-click the link above, select Save Target As, and save the document to your Windows Desktop.
Top

 
How do I add my partner or team members in Top Producer 7i?

If you have already purchased the partner or team member licenses and want to simply setup these users in Top Producer 7i, proceed to section B below. If you have not yet purchased the additional agent licenses, complete sections A and B.

Note: If you currently own a single agent license, the addition of another agent license will create a Partner account in Top Producer 7i, with the option to specify the partner name details in the Partner Setup menu. Similarly, if you own a single agent license, and add two or more agent licenses, a Team account will be created, with the option to specify the team name details in the Team Setup menu.


SECTION A - Purchase Additional Agent Licenses


Note: This section applies only if you are adding additional agent licenses to an existing Team account. If you own a single agent or partner license, please contact our Sales or Technical Support department to purchase the additional agent license(s).
  1. Log in to Top Producer 7i.
  2. Point to Setup, and click on My subscriptions.
  3. In the Subscription Manager window, click on Purchase a new subscription.
  4. Add the appropriate number of additional Top Producer 7i Agent Licenses and click Next.
  5. Enter the billing and shipping information as required and then click Next.
  6. Once you receive confirmation that the license has been successfully added, close the window. Log out of Top Producer 7i and then log back in and follow the steps below to configure your new agent login.
SECTION B - Configure The New Agent Licenses
  1. Point to Setup and then click on Team/Partner setup.
  2. In the Agent administration window, you can enter the Team or Partner name in the Team name or Partnership name fields, respectively.
  3. Above the Team name field, your available agent licenses will be displayed. If you have an available license, click New agent to configure the new agent login for your partner or team member.
  4. Enter the first and last name, username and password in the appropriate fields.
  5. Assign any available add-on product licenses, such as Top Producer for Palm handhelds, Sellphone, or Assistant licenses as needed.
  6. If you have Top Connector 7i, assign the appropriate MLS Board access under Assign MLS access to this user and then click OK.
  7. Click on Close to save the changes.
  8. Click on Log out and then log in as the newly created user(s).
Top
 
Configuring Lead Manager in Top Producer 7i

The instructions below describe how to configure the Top Producer 7i Lead Manager to work with the REALTOR.com Marketing System. As well, these steps show how to configure a custom Lead inquiry form which works without having a REALTOR.com Marketing System account.

  • From the following four options choose the one that applies to your situation:

  • If you have used Top Producer 6i with the REALTOR.com Marketing System before, you already have all the information you need. Have your Lead Manager information ready, and skip to Section 3 below.
  • If you have used Top Producer 6i with REALTOR.com Marketing System before but have forgotten your Lead Manager account ID or password, skip to Section 2.1 below.
  • If you have never used Top Producer with the REALTOR.com Marketing System, or do not have a REALTOR.com Marketing System account, continue to Section 1 below.
  • If you do not want to use the REALTOR.com Marketing System service, and would like to receive leads from your own web site, skip to Section 4 below.

Section 1 - Obtaining a REALTOR.com Marketing System account ID and password

Before you can configure Top Producer 7i to work with the REALTOR.com Marketing System service, you must have a REALTOR.com Marketing System account. The steps below describe how to sign up for a REALTOR.com Marketing System account with REALTOR.com. If you already have a REALTOR.com Marketing System account, you can skip to section 2 below.

  1. Log in to Top Producer 7i.
  2. Point to Contacts, then click Leads.
  3. Click the Lead setup link.
  4. Click the Add REALTOR.com link.
  5. Click the Don't have an account? Sign up today! link. You will be connected to the REALTOR.com Marketing System web site.
  6. Under CONTROL PANEL, click the Login Now to Manage Your Account link.
  7. Click the Sign up now link.
  8. On the next page, enter your MLS location and agent number assigned by the MLS. After entering further billing information, you will be assigned a REALTOR.com Marketing System Agent account ID and password. You can use this account ID and password to sign up for a Lead Manager account. Proceed to section 2 below to sign up for a Lead Manager account.
Note  Top Producer is not responsible for REALTOR.com accounts.

If you have difficulty obtaining a REALTOR.com Marketing System account, please call REALTOR.com technical support at 1-800-878-4166. If you already have a REALTOR.com Marketing System account but you are having difficulty downloading leads into Top Producer, please call Top Producer Technical Support at 1-800-830-8300.

Section 2 - Signing up for a Lead Manager account

Your REALTOR.com Marketing System account and your Lead Manager account are separate, used for different purposes. Your REALTOR.com Marketing System account is used to take advantage of the REALTOR.com Marketing System features. Your Lead Manager account is used to allow Top Producer software to access any leads which have been obtained through your web site on REALTOR.com, and download those leads directly into Top Producer.

Signing up for a Lead Manager account is free. You can use the exact same username and password as you do for your REALTOR.com Marketing System account if you wish, to make it easier to remember. To sign up for a Lead Manager account, follow the steps below. If you have forgotten your Lead Manager username or password, skip to section 2.1 below.

  1. Log in to Top Producer 7i.
  2. Point to Contacts, then click Leads.
  3. Click the Lead setup link.
  4. Click the Add REALTOR.com link.
  5. Click the REALTOR.com Marketing System username link.
  6. Select your MLS from the Indicate the location of your MLS drop-down menu.
  7. In the Enter the number assigned to you by your MLS field, enter your MLS ID. In the Password field, enter your MLS password, then click Continue.

    Note The use of your MLS ID and password are to link your REALTOR.com Marketing System account and your Lead Manager account. If you have multiple MLS IDs, ensure you use the same MLS ID here that you used to sign up for your REALTOR.com Marketing System account.

  8. Fill out all required fields. In the Username and Password fields, specify the username and password you want to use for your Lead Manager account. It can be the same as your REALTOR.com Marketing System username and password if you like.
  9. In the Password question and Password answer fields, select a question and enter the answer. If you forget your Lead Manager password, you can recover it by answering this question correctly.
  10. When finished, click Finish. If the account is created correctly, you will receive a message confirming this fact. If you receive a message stating MLS ID already exists, you already have a Lead Manager account. Proceed to section 2.1 below to recover your Lead Manager password.

Section 2.1 - Recovering your Lead Manager password

If you already have a Lead Manager account, follow the steps below to recover your password.

  1. Log in to Top Producer 7i.
  2. Point to Contacts, then click Leads.
  3. Click the Lead setup link.
  4. Click the Did you forget your password? link. You will be connected to the REALTOR.com Marketing System web site.
  5. In the Username field, enter your Lead Manager username.
  6. From the Password question drop-down menu, select the password question you specified when you signed up for your Lead Manager account.
  7. In the Password answer field, enter the answer to the question in the Password question drop-down menu. When finished, click the Get My Password! button. Your password will be displayed.

Section 3 - Configuring Top Producer 7i to download leads from REALTOR.com

Once you have your Lead Manager account information ready, you will need to enter it into the Top Producer 7i Lead Manager. Follow the steps below to enable lead download from REALTOR.com Marketing System into Top Producer 7i.

  1. Log in to Top Producer 7i.
  2. Point to Contacts, then click Leads.
  3. Click the Lead setup link.
  4. In the Username field, enter your Lead Manager username.
  5. In the Password and Confirm Password fields, enter your Lead Manager password.
  6. Click OK. If you receive an error regarding your username and password, ensure you have entered that information correctly, then retry. If you are not certain the Lead Manager account information you have is correct go to Section 2 above to confirm you have signed up for a Lead Manager account correctly.

Section 4 - Creating Lead Inquiry pages

Top Producer 7i has the ability to create custom Lead Inquiry forms for use with our servers, or with your own. This method of lead gathering is free as part of your Top Producer 7i subscription.

There are two types of Lead Inquiry forms Top Producer 7i can create: Template, or Custom. Template Lead Inquiry forms are created by choosing form elements from a template. A "wizard" interface will ask you questions about what elements you want in your Lead Inquiry form, and create the form based on your answers. This page is then hosted from your Top Producer 7i account; no external web site or knowledge of web programming is required. The "template" Lead Inquiry form is recommended for most users.

Custom Lead Inquiry forms are created by selecting the information fields you want to ask potential leads for (i.e. price range, area, contact information), then generating source code which can be modified and placed on your server or external web site.

Note The custom Lead Inquiry form generated by Top Producer 7i only contains basic code to allow the page to function. If you would like to modify the page for formatting or add content, this is beyond what Top Producer 7i Technical Support will be able to assist you with. If you wish to modify a Custom Lead Inquiry form, you will require advanced web programming skills, or know someone with these skills who can modify the page for you.

If you would like to use your Top Producer 7i account to host your Lead Inquiry form, then proceed to step 1 below. If you would like to create a fully customized Lead Inquiry form to be used on your own server or external web site, skip to section 4.1.

  1. Log in to Top Producer 7i.
  2. Point to Setup, then click My lead inquiry form.
  3. Click Create new.
  4. Under Page layout, select the type of Lead Inquiry form you would like to have. The only difference between the choices is the number of fields for prospective leads to enter information. A preview will show you what fields are in each template later in the process. When you have decided on a template, click Next.

  5. Note  You can create an unlimited amount of Lead Inquiry forms, but you can only have one of each template type hosted from your Top Producer 7i account at the same time.

  6. Configure the Agent Photo and Company Logo as required. These images are brought by default from the Agent setup section of Top Producer 7i. In the upper left corner, select the location for the Agent Photo and Company Logo from the Location of agent picture drop-down menu. Wherever you choose the Agent Photo to be located, the Company Logo will be located directly opposite from it at the top of the page. When finished, click Next.
  7. Select the appropriate font and color scheme for your Lead Inquiry form. To test, click the Preview my lead inquiry form now link. A browser window will open and display the Lead Inquiry form as it would appear with your current selections. If you would like to use the default template settings, enable the checkbox beside Use Top Producer background.
  8. When you are done, click Finish. You will be returned to the My lead inquiry form page.

Once you have finished creating a Lead Inquiry form, you will see it appear in the My lead inquiry form page. The URL (web location) of the page will be listed in the Lead inquiry form address (URL) field. If you would like to copy this address, for use in email or to put on a web site, select the Lead Inquiry form from the list, then click the Get URL link to copy the URL to the Windows Clipboard. To paste the URL into the body of an email or other document, press CTRL-V on your keyboard.

In addition, if you would like to get a copy of the Lead Inquiry form to put on your own site, click Get source code. This will allow you to save the form as either an ASP or CPP file. To determine which file type to save as, please consult with your web site administrator.

Section 4.1 - Creating a custom Lead Inquiry form

Another method of creating Lead Inquiry forms is to create a completely custom form. This allows you to choose what fields you want to include in the form, and removes all formatting which would be present when using a template.

To create a custom form, follow the steps below:

  1. Log in to Top Producer 7i.
  2. Point to Setup, then click My lead inquiry form.
  3. Click Create custom.
  4. From the List of available fields window, select all fields you would like to have included in your form. After you have selected your fields, click Add to move the fields into the List of fields to generate source code window. Each of the fields in the List of fields to generate source code window will be available in the final Lead Inquiry form.
  5. To preview what fields are included in the form, click the View in browser link. When you are satisfied with the fields included in your form, click Generate source code. This will allow you to save the form as either an ASP or CPP file. To determine which file type to save as, please consult with your web site administrator.
Note  It is recommended to add formatting code to the ASP or CPP form generated by Top Producer 7i, as opposed to copying code from the page generated by Top Producer 7i and copying it into a template. Depending on the type of template used, the form may not function correctly.
Top
 
Using the 'My customer web pages' feature

Top Producer 7i lets agents create web pages where clients can view everything an agent has done to market and sell their home. Once you create a customer web page, the web-address, along with a user name and password can be sent by email to your client. Once the client accesses the web-address and logs in, they can view exactly what’s happening with the sale of their home.

Customer web pages are basically a personalized online version of your clients listing and/or closing service report. The client you create the web page for must have a listing or closing record in Top Producer 7i, and the listing (or closing) must contain some completed activities. Otherwise, the customer web page will be empty.

When you create the customer web page, you will specify a username and password for your client so that only they can view the report online.

Once the customer web page has been created, Top Producer 7i will query your database every 15-minutes for any updates that have occurred in the listing (or closing) service report. If changes have been made, they will automatically be added to the customer web page.

Note:  If your client has both an active listing and a closing, then the activities from both will appear on the Customer web page. For this reason, it is recommended to include a preface such as "Closing", or "Listing" in the notes box of the Add activity... window, at the time you mark the activity done. This will make it easier for your client to distinguish between listing and closing activities in the customer web page.

The steps below demonstrate how to create a customer web page. For additional help on this topic, please refer to the Customer Web Page section of the Top Producer 7i User Guide.

Creating a customer web page

  1. Open a contact record.
  2. Click the Customer web page tab.
  3. In the Username and Password fields, a default name will be entered. If you want to change these, enter a new username and password for the contact who will be accessing this page.
  4. Click Create customer web page.
  5. Ensure the contact record has a valid email address, then click Email username/password to this contact. A Mail login information screen will appear, allowing you to edit an email which will be sent to the contact including their login information. An example email is shown below:

  6. Dear [contact name],

    I have given you access to my Real Estate Information Center where you will find up to the minute information about my service activities for you.

    You can access the center by clicking the following link: http://info.topproduceronline.com/?[TP7i login name, eg. kellyrealtor]

    (If you do not connect to the site when you click the link above, copy and paste the link into your web browser's address line and press ENTER)

    Your username is:   [username]
    Your password is:   [password]

    If you have any questions, please don't hesitate to contact me.

    Best regards,

    [user letter closing]

Editing the template

The agent photo and company logo, as well as some basic formatting, can be changed via the Setup menu as described below.

  1. Point to Setup, then click My customer web pages.
  2. Adjust the information in the My customer web page setup - Appearance page as necessary. The first page will allow you to adjust the agent photo and company logo, the top border colour (Primary) and left border colour (secondary), and specify whether to include cash expenses or showing agents names. The second page (accessible after clicking Next) allows you to specify various text on the login page, main page, and service report page.
  3. To view an example of what the final page will look like, click Preview web page.
Top
 
How to Blind Carbon Copy (Bcc) mass email recipients

You may notice that when sending Top Producer 7i mass email, you cannot specify Carbon copy (Cc) and Blind carbon copy (Bcc) recipients, which are available when composing single emails. This is because all mass emails sent by Top Producer 7i are Blind carbon copied by default.

The mass email feature in Top Producer automatically utilizes Bcc functionality. When you use the mass email feature, each recipient will see only their name as a recipient of the email you have sent. This allows you to use the potential of mass communication to spread your message while maintaining the personal touch that will win you more clients.

Follow the steps below if you wish to send a mass email where each recipient sees only their name in the email To: list.

  1. Point to Email, then click Mass email.
  2. Click the To: link.
  3. Select all of the contacts you wish to send the mass email to. Multiple selections can be made by holding down the CTRL key while simultaneously clicking each name. When finished, click OK.
  4. Notice that the Cc and Bcc links are not present as they would be when composing a single email within Top Producer 7i. This is because mass emails are Blind carbon copied by default.
  5. Complete the rest of the email as normal, and then click Next. Review the email, and then click Send. Each recipient will see an email which appears to be sent only to themselves. No other recipients names or addresses will be visible.
Note: If you simply choose Email, then click Compose new message and place multiple email addresses within the To: field, each recipient will see the full set of email addresses in the email they receive. In other words, be sure to use Mass email when you want the recipient email addresses to be invisible to your recipients.
Top
 
Using CMA maps in Top Producer 7i

Top Producer 7i includes full-color maps that plot the subject property, current listings, recent sales, pending sales and expireds (maps only available at present for the United States). Follow the steps below to generate maps.

  1. To generate maps in Top Producer 7i, point to Presentations, and click Create CMA/Buyer presentation.
  2. Choose a template and click Next.
  3. Choose the subject property of the contact you are creating the presentation for, and click Next.
  4. Click Finish.
  5. From the action menu, click Preview maps. This will open a page which will display a map of the subject property, as well as all comparable properties. If you have not downloaded or manually entered any comparables, then the map will show only the subject property. An example map is shown in Figure 1 below.
 Figure 1 - Sample map

Message: The following properties could not be located on the map.

After clicking Preview maps, the following error message may appear:

From the Preview map dialog box, note which addresses could not be found on the map. As indicated, the error is likely caused by incorrect or insufficient information in the comparable or subject property address information. Follow these corrective steps.

  1. From the CMA for... window, click the first comparable property that could not be found on the map, and then click View or edit.
  2. Confirm that the address is correct and complete. When done, click Close. Repeat this step for every property that could not be found on the map.
  3. From the action menu, click Preview maps. From the Select map to preview list, select Map of all properties.
  4. If the properties in question still cannot be found on the map, check the validity of each address.
    • Start by examining the Street name field. The Street name field should only contain the name of the street, and not the direction or designator. For example, enter "North Main Street" so that "North" appears in the Direction prefix or Direction suffix field, "Main" appears in the Street name field, and "Street" appears in the Street designator field. Preview the map again to see if the property is now mapped.
    • If that does not help, try changing the Direction prefix or suffix from North to N., or East to E., and so on.
    • If this is not successful, try removing the Direction prefix or suffix (N, S, E, W etc.) altogether.
    • Repeat the steps above for each property that can not be mapped.
  5. If there are still properties that cannot be located on the map, please contact Top Producer Technical Support.

Top
 
Starting Top Producer 7i - "Loading, Please Wait" screen never disappears

The steps in this article assume that when you tried to login to Top Producer 7i, a window appear which says "Loading, Please Wait". After a long period of time, this window has not disappeared. In most cases, this window is accurate. The first time you log into Top Producer 7i, or after there has been a system update, a new copy of the system files Top Producer 7i uses must be downloaded. These files are approximately 5 megabytes in size, and can take some time to download depending on your connection speed.

The way to determine if the program is still downloading files, is to look in the lower left corner of your Internet Explorer window. When the program is downloading the main Top Producer 7i files, this area should appear similar to the image below:

This area may also read "Applet Started" or "Done", while Top Producer 7i is checking your system to ensure the most recent files are present. While the files are being verified, this area will flash quickly with other text, then the program will finish loading and the "Loading, Please Wait" screen will disappear.

If this area does not flash, and simply hangs at "Applet Started" or "Done" for a long period of time, the loading process may be incomplete. If this is the case, follow the steps below:
  1. Close all programs on your Windows Desktop, especially all instances of Internet Explorer.
  2. Click the Start button, then point to Programs (All Programs in Windows XP).
  3. If you are using Windows XP, click the Control Panel icon. If you are using Windows 95/98/Me/2000, point to Settings, then click Control Panel.
  4. Double-click the Internet Options icon.
  5. Under Temporary Internet Files, click the Delete Files button, and click OK when prompted to delete all Temporary Internet Files.
  6. Click OK again. Close any windows which are open on your Desktop.
  7. Login to Top Producer 7i.
If you have completed these steps and the issue persists, please contact Top Producer Technical Support at 1-800-830-6047.
Top
 
You are unable to login to Top Producer 7i due to a technical issue or version conflict with your web browser

The steps in this article assume that when you tried to login to Top Producer 7i, you received the following message:

"You are unable to login to Top Producer 7i due to a technical issue or version conflict with your web browser. This problem is easily resolved after following some simple instructions. "

This can occur for various reasons, the most common being incorrect Internet Explorer settings, or a software conflict with the Microsoft Java Virtual Machine.

Note: To run Top Producer 7i you must be using Internet Explorer version 5.0 or higher. Other browsers such as Netscape, AOL, Compuserve and so on are not supported.

Please continue to the steps below. If you cannot login to Top Producer 7i after completion of these steps, then contact Top Producer Technical Support for advanced troubleshooting help.

Internet Explorer Settings
Follow these steps to optimize your Internet Explorer configuration.

  1. Reset your security settings to default:
    1. From Internet Explorer, click the Tools menu, and click Internet Options.
    2. Click the Security tab.
    3. Below Select a Web content zone to specify its security settings, select Internet.
    4. Click Custom Level.
    5. Below Reset custom settings, select Medium, then click Reset, and then click Yes.
    6. Click OK to close the Security Settings window.
    7. Leave the Internet Options window open in preparation for the next steps.
  2. Delete all Temporary Internet Files. This is safe and only deletes the temporary files and history that are created by Internet Explorer while you browse web sites.
    1. From the General tab, click Settings.
    2. Under the Check for newer versions of stored pages section, select the Automatically option button.
    3. Click OK.
    4. From the General tab, click Clear History, and click Yesto delete your history of visited Web sites.
    5. Click Delete Files, and click OK when prompted to delete all Temporary Internet Files.
    6. Click the Advanced tab and scroll down to the Security section.
    7. Ensure that the Empty Temporary Internet Files folder when browser is closed check box is NOT SELECTED. That is, the check box must be cleared.
    8. Click OK to close the Internet Options window.
    9. Restart the computer, and try logging in to Top Producer 7i again. If you receive the "Your internet browser settings are incorrect" pop-up window again after following these steps, You will need to update the version of your Microsoft Java Virtual machine. Click here for complete installation steps.

Top
 
When I attempt to login to Top Producer 7i I receive an error message stating that "Your Internet browser settings are incorrect."

Top Producer 7i requires the Microsoft version of Java. If you receive a message stating that your browser settings are incorrect, it means the Microsoft version of Java is not enabled in your web browser. To correct this problem you must perform the following steps.

NOTE: Please ensure you are using Microsoft Internet Explorer. If you are, continue to Section below. If you are using a different browser (Netscape, Opera, AOL/Netscape, Mozilla, Firefox, etc.), you will need to use Internet Explorer to access Top Producer 7i. To open Internet Explorer, click Start, point to Programs, and then click Internet Explorer. From that point, go to www.topproduceronline.com and login as normal. If you login via Internet Explorer and still see the message "your browser settings are incorrect", then you must change your Java settings, starting at Section 1 below.

SECTION 1: Disable Sun Java via the Advanced Internet Options

  1. On the Internet Explorer menu bar, click Tools, and then click Internet Options.

  2. Click the Advanced tab.

  3. Scroll down the list of features until you see "Java (Sun)" (the name may vary slightly).

    NOTE: If you do not see the "Java (Sun)" section, please skip to Section 2 below.

  4. Ensure that there is no check mark in the box that reads Use Java 2 v1.4.2_01 for <applet> (requires restart). (see the example below)

    NOTE: The text of this option may be different or may contain a different version number. The same steps apply if this is the case.

  5. Click Apply, and then click OK.

  6. Try to login now. If you now see this message: "You are unable to login to Top Producer 7i due to a technical issue or version conflict with your web browser", then click here to resolve this separate issue.

SECTION 2: Disable Sun Java via the Control Panel

  1. From your computer's Desktop, click the Start button.
    • If you are using Windows XP, click Control Panel.
    • If you are using Windows 95/98/ME/2000, or Windows XP in Classic mode, point to Settings, and then click Control Panel.

  3. Click the Java Plug-in icon. A window similar to the one shown below should appear.

    NOTE: If you do not see the Java Plug-in icon, click the Switch to Classic View link on the left side of the screen.



  4. Click the Browser tab.

    Note: If you do not see a Browser tab, please skip to Section 3 below.

  5. Ensure that there is no check mark in the box that reads Microsoft Internet Explorer.

  6. Click Apply, then close this window.

  7. Try to login now. If you now see this message: "You are unable to login to Top Producer 7i due to a technical issue or version conflict with your web browser", then click here to resolve this separate issue.

SECTION 3: No Browser tab in the Java Control Panel

If you do not see a Browser tab when you open the Sun Java Control Panel, the first thing to do is check the version of the Sun Java plug-in that you have installed. Placement will vary based on the version, but look for a button or tab marked About and click it. The Sun Java version will be displayed.

If the version is 1.5.0 or above, follow these steps:

  1. Click on the Advanced tab of the Java Control Panel window.

  2. Expand (click the plus sign beside) < APPLET > Tag Support

  3. Uncheck the box beside Internet Explorer as shown below. Click Apply, click Ok, and proceed to step 4.

  4. You should now be able to log into Top Producer 7i. If you are unable to login, please note which one of the following messages you receive:

    • If you receive an error message which states "You are unable to login to Top Producer 7i due to a technical issue or version conflict with your web browser", then please click here to resolve this separate issue.

    • If you receive the same "Your internet browser settings are incorrect" pop-up window again after following these steps, you will need to update the version of your Microsoft Java Virtual machine. Click here for complete installation steps.

Top
 
Unable To Login To Top Producer 7i Due To Pop-up Blocker.

Due to the way that Top Producer 7i functions, users of pop-up blocking software may find that they are unable to login.If you find that after entering your Top Producer 7i Username and Password and clicking Login that a second window does not appear with a "Loading, Please Wait" message, or if the second window appears briefly and disappears, leaving you back at the login screen, the most likely culprit is a pop-up blocker.

The steps to resolve this are normally quite simple, and are provided below. Please click on the appropriate link:

The Windows XP Pop-up Blocker

The first type of pop-up blocker that may be installed on your computer is a feature of Microsoft's Service Pack 2 for the Windows XP operating system.If your computer is using Windows XP, has been upgraded to Service Pack 2, and you see an information bar along the top of the screen like the one pictured below when you try to login, the Windows XP pop-up blocker is preventing your login.

Note: If you are unsure if your Windows XP computer has Service Pack 2 installed, click Start, right-click on the My Computer icon and then click Properties. (You can also access this information from the System icon within Control Panel). Note that a computer with Service Pack 2 installed will display the following information on the System Properties window:

In order to allow Top Producer 7i to successfully login while still retaining the function of the Windows XP Service Pack 2 pop-up blocker, follow the steps below:

  1. Close all open Internet Explorer windows.
  2. Highlight Start, Settings, double-click Control Panel, and then double-click Internet Options.
  3. Click on the Privacy tab. Look for the Pop-up blocker box at the bottom of the window. Click on the Settings button in this box.
  4. The window below will be displayed:

  5. Type www.topproduceronline.com into the Address Of Web Site To Allow field and click Add. Ensure that www.topproduceronline.com now appears in the Allowed Sites box.
  6. Click Close on the Pop-up Blocker settings dialog box and then click Ok on the Internet Options window. Log into Top Producer 7i to ensure that the issue is resolved.

Yahoo! Companion Pop-up Blocker

Yahoo Companion is a toolbar that is bundled in with other programs you may have installed on your computer. The Yahoo Companion software includes a pop-up blocking component that may interfere with the login process of Top Producer 7i. If you have Yahoo Companion installed, you will see a toolbar like the one pictured below in your Internet Explorer windows:

In order to configure the Yahoo Companion's pop-up blocking features to allow Top Producer 7i to open, please follow these steps:

  1. Click the Pop-Up Blocker menu icon. ()
  2. Click on Always Allow Pop-Ups From....
  3. The window pictured below will appear:



  4. In the Sources of Recently Blocked Pop-Ups box, click on www.topproduceronline.com as indicated by the circled text at 1 in the image above, then click Allow, as indicated by the circled button at 2. This will move www.topproduceronline.com down to the Always Allow Pop-Ups From These Sources box below. Click Close to finish the configuration.

  5. Close any Internet Explorer windows, then restart Internet Explorer and retry the login.

Additional information about the Yahoo! Companion browser toolbar is available from Yahoo! at the following URL: http://companion.yahoo.com, including instructions on how to disable the pop-up blocker and how to uninstall the Yahoo Companion toolbar completely.

Other Pop-up Blockers

Due to the wide variety of pop-up blocking software that is available today, it is impossible to provide specific steps to configure each to allow Top Producer 7i to open properly. New pop-up blockers are made available on an almost daily basis, and it is quite possible to have pop-up blocking software installed on your computer without your knowledge. Other programs, such as Internet toolbars, anti-virus or spyware removal programs may automatically install pop-up blocker software on your computer.

If you are aware of such a program on your computer, consult any help menus or documentation that came with the software for instructions on how to create exceptions for the Top Producer 7i website. Most pop-up blockers include the capability to enter the addresses of websites you wish to allow pop-ups from. In this case, you must configure the pop-up blocker to allow pop-ups from www.topproduceronline.com.

If reconfiguring your pop-up blocker is not possible, try holding down the left-hand Ctrl key on your keyboard when you click Login on the Top Producer 7i login page. In many cases, this will bypass a pop-up blocking program.

In the event that none of the above steps allow you to login to Top Producer 7i successfully, please contact our Technical Support Department by email at support@topproducer.com or by phone at 1-800-830-6047 between 6:00 A.M. and 5:00 P.M. Pacific time, Monday to Friday.
Top

 
The Security Warning window appears each time you login to Top Producer 7i

The first time you login to Top Producer 7i, you will see a security warning that prompts you to install and run Top Producer. This should be a one-time occurrence, unless the site has been recently updated. If the Security Warning window appears every time you login, follow these corrective steps.

  1. On the Security Warning window, verify that the security warning is signed by Top Producer Systems Inc. If it is, then enable the checkbox beside the option Always trust content from Top Producer Systems Inc., and click Yes to login.
  2. If you continue to see the Security Warning window on subsequent logins, then complete steps 3 - 9 below.
  3. Close Internet Explorer.
  4. Open the Control Panel, then double-click the Internet Options icon.
  5. Click the Content tab.
  6. Under Certificates, click the Certificates button.
  7. From the Certificates window, click the Trusted Publishers tab.
  8. Select the Top Producer Systems certificate, then click Remove, then Yes.
  9. Login to Top Producer 7i. You will again see the Security Warning window. Enable the checkbox beside the option Always trust content from Top Producer Systems Inc., and click Yes to login. You should not see the Security Warning window the next time you login.
Top
 
The Top Producer 7i login window does not load

This issue can be caused by a corrupt Favorites link. If you access Top Producer 7i from a desktop icon or a Favorites link, then try this:

From Internet Explorer, click File, Open, type https://www.topproduceronline.com in the Open: box, and then click OK. If the page displays correctly, then delete the icon or link you were using to access Top Producer 7i, and create a new icon or link that points to https://www.topproduceronline.com.
Top

 
Activities appear to be missing from Today's Business

If you find that the Today's business Summary page displays fewer activities than you expect to see, then follow the steps below.

  1. Highlight Schedule, point to Today's business, and then click Summary.
  2. Examine the user name that appears in the assigned to list. It is likely that the activities missing from the Summary page are simply assigned to a different user. If necessary, select All, or a different user name from the assigned to: list. The activities that were missing should now display.
  3. If the activities still do not display, then click the Date range: link.
  4. Choose a wider date range that encompasses all the activities you wish to view, and then click OK.
Top

 
When I select 'I want to print this flyer' and click Finish, no flyer prints

In some situations, after creating or editing a flyer, and then selecting "I want to print this flyer" and clicking Finish, no flyer will print. In addition, an hourglass may appear for a moment and then disappear, and the printer dialogue box may not appear. The end result is that the flyer will not print, or only a portion of the flyer will print.

This issue may be related to an image inserted in the flyer that is either too large, or corrupt in some way. To test this assumption, create another copy of the flyer so that all of the formatting (font size, style, borders, boxes, etc.) match the original, but do not insert any images in the new flyer.

Try printing the new flyer. If the flyer prints properly this time, then one or more of the images inserted in the original flyer are not compatible. If you have more than one image in the flyer, you can test if a specific image is causing the problem by reinserting the images into the new flyer one at a time, printing after each has been inserted. Once you have determined which image is causing the problem, obtain a new copy of the image, or reformat the image so that it is compatible with Top Producer.

Note  The document found here provides a method for reformatting images to work with Top Producer. Top

 
What are the system requirements for using Top Producer 7i?

Here are the system requirements for using Top Producer 7i:

  • Display: 16-bit color display or greater
  • Screen resolution:
  • 800 X 600 or higher
  • 1024 x 768 recommended
  • Memory requirements:
  • Recommended: 128MB RAM
  • Minimum: 64MB RAM
  • Browsers supported:
  • Recommended: Internet Explorer 5.5 or higher.
  • Minimum: Internet Explorer 5.0
  • Note: Top Producer 7i for Palm handhelds requires Internet Explorer 5.5 or higher.
  • Internet connection Recommended: Cable, DSL, or other high bandwidth connections
  • Internet connection Minimum: Dial-up connection
  • Operating System: Windows 98, ME, NT, 2000, and XP. (The Macintosh and Linux platforms are not supported)
  • Note: If you are using Windows 2000 and wish to import data from a desktop version of Top Producer, you must be using Windows 2000 Service Pack 2 or higher.
Top
 
Will Top Producer 7i work with Netscape?

No. Currently, the only browser supported for use with the Top Producer 7i suite of products is Internet Explorer.
Top

 
Can I my desktop version peripheral products with Top Producer 7i?

No, you cannot use your existing desktop peripheral products with Top Producer 7i. However, you can upgrade to the Internet-based versions of Top Producer 7i& for Palm handhelds and Top Connector 7i.

In addition, please note that Top Locator does not work with Top Producer 7i, but Top Producer 7i includes CMA comparables mapping.

For information on the complete Top Producer 7i suite of products, please click here.
Top

 
Can I use Top Producer 7i on my cell phone?

Yes. If you subscribe to Top Producer 7i, you can also subscribe to Top Producer 7i SellPhone, which gives you real time access to your database, website leads and email from your cell phone.

More details on Top Producer 7i SellPhone can be found here.
Top

 
Will a combination cell phone/handheld device work with Top Producer 7i SellPhone?

Yes, if the cell phone portion of the device is Internet-enabled, you can use Top Producer 7i SellPhone. In this case, you have a choice: you can either use Top Producer 7i for Palm handhelds with the Palm handheld portion of your cell phone, or use Top Producer 7i SellPhone.

Note:  Not all combination cell phone/handheld devices are compatible with Top Producer 7i. Please contact Sales or Technical Support for more details.
Top

 
Is my name embedded in Top Producer 7i?

For single-agent users, the answer is yes. When you subscribe to Top Producer 7i, your first and last name will be used as your embedded name. If you are upgrading from a desktop version of Top Producer, then we should have your record on file. Our sales agent will confirm the spelling and appearance of the name we have on file.

If you require a change to this information, please inform the sales agent at the time you place your subscription order. If you need to change the embedded name after the subscription order has been placed, please contact our Customer Service department, at 1-866-230-4789.

For Team or Partnership users, the agent names can be changed if necessary. This can be done by accessing the Agent administration feature. Point to Setup, then click on Team/Partner setup. Select the agent which you want to change, then click View or edit. A screen will open which will allow you to change names and login information.
Top

 
Can Hot Marketer link to or use the Top Producer 7i database?

Hot Marketer 2.0 Multimedia Email can "import" all of your Top Producer 7i contact records, so you don't have to enter the same data twice. You should perform the import only once so that duplicate contact records are not created.
Top

 
Does my assistant require a license to access my database?

Any user who knows your Top Producer 7i user name and password has full access to your database. Therefore, you could share your user name and password with your assistant, but you could not both login at the same time.

There are three important reasons why you should purchase assistant licenses.

  1. If your assistant has their own license and login, you can assign to them specific events, tasks, and to-do's. Plus, you will know who created a specific event, task or to-do.
  2. With an assistant license you can control access to your schedule, using the option "Give this assistant access to Agent schedule" in the assistant setup menu.
  3. If activities are assigned to your assistant(s) in Top Producer System 6 or 6i, and you do not purchase assistant licenses for Top Producer 7i, these events will be re-assigned to you during conversion. Therefore, if you want these activities to retain their "assigned to" status, you will have to purchase the correct number of assistant licenses, create the assistant users in Top Producer 7i, and then convert your desktop version data.
Top

 
Can I restrict which parts of my data are accessible to my assistant?

Yes. You have the option of restricting access to events that are assigned to the agent. To do this, go to Setup, Agent Setup, click Assistants, and then click View/modify. To prevent assistants from seeing agent events, disable (uncheck) the option "Give this assistant access to Agent schedule." At this point the assistant will have access to all of the data in Top Producer 7i except for the agent events.
Top

 
Microsoft Java Installation Steps

I followed the instructions, but when I try to login, I receive the "Your internet browser settings are incorrect" pop-up window again.

The Microsoft Java Virtual Machine (JVM) is a software interface that allows internet applications such as TOP PRODUCER 7i to operate on and communicate with your computers hardware and operating system. On newer computers, the Microsoft JVM is not installed by default. Because of this, disabling the Sun JVM may not solve the issue that causes the "Your internet browser settings are incorrect" window to be displayed.

In some cases, the Microsoft JVM installed on your computer may contain some files that are corrupted or not the correct version, which can cause problems when logging in to TOP PRODUCER 7i. The standard solution to correct both of these problems is to reinstall the Microsoft Java Virtual Machine and make sure that it is updated to the most current version.

Windows Version

  • The steps below do not apply to Windows 2000. If you are using Windows 2000 and still cannot login to TOP PRODUCER 7i, please contact TOP PRODUCER Technical Support.
  • If you are using Windows NT, do not continue below unless you are running Service Pack 3 (SP3) or higher.
  • If you are using Windows 95, 98, ME, XP, or Windows NT with SP3, continue to the next section to install the Microsoft Java Virtual Machine.

Note: Please make sure you have read and understood the Windows Version notes above before you proceed here.

  1. Close all currently running applications.
  2. Click the following hyperlink to download the msjava.exe file from our web site: http://www.topproducer.com/downloads/msjava.exe.
  3. From the File Download window, click Save.
  4. From the Save in: drop-down list, select the Desktop folder.
  5. Click Save. The file will begin to download to your Windows desktop.
  6. When the download is complete, locate and double-click the msjava.exe file on your Windows desktop. On the Open File - Security Warning window, click Run. The installation of MS Java files will begin.
  7. When a window stating The installation is complete appears, click Ok, and restart your computer.
  8. Once the computer has restarted, try logging in to TOP PRODUCER 7i. If you receive a pop-up window advising that Your internet browser settings are incorrect, follow the instructions on that window then retry the login.
  9. If the issue persists, or if you have any questions or concerns not addressed by these instructions, please contact Technical Support for assistance. Technical Support can be reached Monday to Friday, 6 am to 5 pm Pacific Time @ 1-800-830-8300, or by email at support@topproducer.com.

Top

 
ZipForm/WinForm Online Setup

Top Producer 7i has been integrated with ZipForm®/WinForm® Online to help those who use both systems save time and increase the accuracy in the completion process of ZipForm®Online transactions.

This service is only available if you have active ZipForm® or WinForm® Online and Top Producer 7i accounts. Before you can actually import data into ZipForm® or WinForm® Online, you must set up your Data Export functionality in your Top Producer 7i account. Please follow these steps:

  1. Login to Top Producer 7i.
  2. Point to Setup, then click on Data services setup.
  3. In the Data services setup window, click Add data service. The dialogue box pictured below will be displayed:

    Add Data Service

  4. Select ZipForm Online in the Select a third-party application drop-down menu, then enter your ZipForm/WinForm Online email address in the Enter your user ID field provided.

Note: If you do not know your ZipForm/WinForm Online email address, please click here for instructions on how to retrieve it.

Top

 
Importing Top Producer 7i Data into a ZipForm/WinForm transaction

The following instructions will walk a ZipForm Online or WinForm Online user through the process of importing Top producer 7i contact data into a transaction.

  1. Login to ZipForm/WinForm Online and click on the transaction that you wish to import the Top Producer 7i contact information into.
  2. In the drop-down menu to the right of the transaction, select Partners to open the Select Partner pop-up window.
  3. Click on the Top Producer icon in the SelectPartner pop-up window.
  4. Enter your Top Producer 7i username in the field provided. Enter the first and/or last name of the contact whose information you wish to import, then click Search.
  5. A list of Top Producer 7i contacts who match the serach criteria entered in Step 4 will be displayed. Click on the Select button beside the desired contact record.
  6. Select the desired Role in the transaction for the selected contact, then click the Save In Transaction button to complete the import. You will receive a message stating that the Contact was imported in transaction as the role that you selected.
  7. Repeat steps 1 through 6 for as many Contacts as needed.Once you have finished importing, close the window and open the appropriate transaction to review the imported information.

Top

 
Finding your ZipForm/WinForm online User ID

In order to configure your Top Producer 7i license to send contact data to ZipForm/WinForm online transactions, you will need to follow the instructions located at at this link. One of the required items for configuring Top Producer 7i is the ZipForm user ID, which usually takes the form of an email address. If you are not sure of your ZipForm or WinForm user ID, follow the steps below to verify it:

  1. Login to ZipForm/WinForm online.
  2. Look in the upper left corner of the ZipForm/WinForm interface to see your user ID. Note the circled user ID in the image below:

    ZipForms

  3. Take note of this user ID and enter it into Top Producer 7i's Data services setup window, per the instructions located at at this link.

Top

Online Community and Support Center - Top Producer Campus
Discover the ins and outs of our unparalleled agent productivity solutions in a user-friendly environment. The Campus is a free resource, available to you 24/7. Learn more >>