Category Archives : Contacts RSS feed for this section

Adding Notes to a Contact Record

Adding notes is a great way to keep track of conversations you’ve had, details about family and recent events, information about a personalized mail out you sent, or anything else you can think ...

Advanced Search

Most of the time, you will be able to locate the contacts you need by using the Quick Search feature or the Contacts list available on the right of many pages. Should you need to use a more complex se...

Available Contact Reports

The following table defines the full range of contact reports available in Top Producer, a description of each report, and the locations from which the report can be produced. For information about th...

Adding Additional Properties

When adding a contact in Top Prodcuer CRM using the Add Contact form, it is only possible to add the contact’s Primary Property. You can add additional properties to the record once it is saved ...