Once you’ve set up your email accounts in Top Producer CRM on your desktop, you can access your contacts’ email history no matter where your travels may take you. The setup is quick and easy, but must be done in Top Producer CRM on your desktop. See Viewing Email History in Your Contact Records for details.

Viewing email history

Once you’ve added your email accounts in Top Producer CRM on your desktop, just sign out and sign back in on your mobile device to see the communication history. (Tap Contacts > tap the contact > tap the Email History tab.)

email-history

FAQ

How do I set this up?

The setup is quick and easy, but must be done in Top Producer CRM on your desktop. For details, see Viewing Email History in Your Contact Records.

I've added my email accounts in Top Producer CRM on my desktop, but when I view the Email History tab on my mobile device, I get a message that says I should add my email accounts. Why is this?

If you receive the message below even though you’ve already set this up in Top Producer CRM on your desktop, just sign out and sign back in. You’ll then be able to view the history on your mobile device.

account-setup

Will this feature copy email to my Top Producer CRM contact records?

No, this doesn’t copy email to Top Producer CRM. It just displays the sent/received email that’s in your account. Think of it as a snapshot of what’s in your email account.

If I delete an email in my account, will it still appear in my Top Producer CRM contact record?

No, since this feature just displays what’s currently in your email account, the deleted email will no longer appear in Top Producer CRM.

Will email I send from within Top Producer CRM on my desktop appear on the Email History tab?

On your mobile device, no. The Email History tab on your mobile device just displays email you send/receive from any external accounts that you’ve set up.

The Email History tab in Top Producer CRM on your desktop displays both TP Email and email you send from your external accounts.

Can I reply to or forward an email when viewing the history?

No, currently you can only view the email and any attachments from within Top Producer CRM.

For more details and FAQs, see the Viewing Email History in Your Contact Records article.