Notes

Viewing Notes

You can view a complete list of all of your notes on the Notes page. This list contains all notes you have linked to contacts, activities, listings and closings, as well as notes that aren’t associated with any record. To view your notes, tap Notes on the Home page. Tip: Notes that are linked to

Read More...

Linking Notes to Associated Items

Notes can be linked to contacts, activities, listings and closings, or you can add a note that isn’t associated with any record and link it later when you have the time. Linking a Note to Associated Items Notes can be linked to associated items when you are adding a note, or you can link items

Read More...

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

Read More...

Deleting Notes

You can delete notes from many areas in Top Producer Mobile by tapping the Delete icon, or by tapping the Delete button when editing a note. From the Home page, tap Notes. From the Notes list, swipe the note description from left to right. Tap the Delete icon. Important: When adding and editing notes using

Read More...