An update to Top Producer Outlook Connector has been released that introduces several new features and enhanced functionality. The new version must be installed on your computer before the enhancements can be used. For installation instructions, click here.
NEW! Search & Copy to Multiple TP Contacts
For any selected email you can search for contacts within 8i, select one or more contacts, and then copy the email to those contact records.
NEW! Add/Update a Top Producer Contact Record
When using the Copy to TP or Search & Copy to MultipleTP Contacts features, if the email address cannot be found in Top Producer, you now have the ability to add a new contact directly from Outlook. You also have the ability to find an existing contact in 8i and then add the new email address to their record.
For more information about configuring and using Top Producer Outlook Connector, click here.