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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 as you like, or you can add a note that isn’t associated with any record. Notes can always be linked to associated items later, if desired.
- From any page in Top Producer Mobile, scroll up and tap the Add icon.
- Tap the Add Note icon.
- Enter the note body and date/time, if necessary.
- Link the note to any associated items by tapping the Add icon.
- You can link the note to contacts , listings and closings , or select from the list of items you’ve recently accessed. For more information, see Linking a Note to Associated Items.
- Tap Save when finished.
Note: If you want to link the note to an activity and it does not appear in the list of items you’ve recently accessed, you can add a note from the activity record.