Top Producer^® 8i CRM: Editing a Personal Postcard Template

Top Producer CRM allows you to customize the postcard size and margins for your personal template. Follow the instructions below to adjust the postcard size and margins:

1. Click the page setup icon located in the upper-right of the toolbar. This will give you the paper size options as shown below.

   

2. With the Custom size radio button selected manually insert the dimensions of your postcard in inches.
3. Insert the margins as required
4. Click the Update button to apply your changes to the postcard template.

Important: Before adjusting the postcard dimensions ensure that you have the correct postcard stock and that your printer supports those dimensions. Due to the differences in printers and printer software settings, a non-standard size postcard may not print correctly on your printer.

From the edit mode you can delete, add and format any of the text displayed within a text box on your personal postcard template. A text box is represented by a blue dotted outlined box as displayed below:

1. Add text: Place your cursor in the spot within a text box you want to add text and start typing.

   Note: Text can only be added or removed from postcard templates within text boxes. To insert a new text box, click the Insert text box icon located in the upper-right corner of the toolbar. Reposition the text box by hovering your mouse cursor over it until you see a four-headed arrow, or resize when you see a double-headed arrow. To delete a text box, click on one to show a small green square border, then click the Delete button on your keyboard.

2. Format text: With the text selected you can use the toolbar shown below to change the font and font size, make text bold, italicized, underlined, change text alignment or add numbered and bulleted lists.

   

3. Delete text: You can remove text within a text box by selecting highlighting the text you want to remove and pressing the Delete button on your keyboard.

Using the features available within the edit mode you can add, remove , resize and reposition images within your postcard template.

1. Adding an Image: Click the insert image icon located in the upper-right corner of the toolbar. From the Open window select the picture you want to insert and click Open.

   Tip: When you add a new photo to a postcard, a black border is automatically added. To remove the border, click the arrow next to the Frame Styles icon and click the border selection to remove the border.

2. Resize an Image: Click on the image until you see a border of small green squares. Move your mouse cursor over one of the green squares until you see a double-headed arrow. Click (keeping your mouse key depressed) and move the edges until you get the desired size.

   

3. Moving an image: To move the picture, hover your mouse cursor over the picture until you see a four-headed arrow, click and drag to move the picture anywhere on the template.

   Note: Top Producer allows you to place one picture on top of another. To set which picture is on the top, use the Bring to front and Send to back icons in the toolbar.

4. Deleting an Image: Click on the image until you see a border of small green squares. Press the delete button key on your keyboard.

Merge codes are used in postcard templates to personalize each of the postcards that get mailed out to your clients. Merge codes already used in the template appear in a yellow box. The name of the merge code identifies what kind of information is pulled from a record when it’s time to run the template. For more information on merge codes, see: What are Merge Codes?

Merge codes can be added to your postcard template using the steps below:

1. Place your cursor in a text box where you want to add the merge code.

2. Click the Insert Merge Code link at the bottom of the editor page to open the Insert Merge Code segment below:

   

3. Select the Type of merge code that you wish to insert, by clicking either the Text Merge Codes or the Picture Merge Codes radio button. This will populate the Category drop down menu. Merge codes are grouped into categories to make it easier for you to find the ones you need. For an explanation of the list of the available categories see: Merge Code Types.
4. Select the merge code category from the Category drop-down menu.
5. Choose the merge code that you wish to insert from the Merge Code drop down menu.
6. Click the Insert Merge Code button to add the merge code to your template and close the Insert Merge Code segment, or click the Insert & Add Another Merge Code button to insert the merge code and leave the Insert Merge Code segment open.

If you need to delete a merge code, click on the merge code to select it and press the delete button key on your keyboard.

Note: After you have inserted a picture merge code, you can move, resize and position it the same way as a normal image. For further instruction, see: Modifying Images above.

When you are done making changes you have the following options at the bottom of the screen:

• Save – Allows you to save the current changes and continue to keep editing.
• Save & Close – Saves the current changes and then closes the postcard editor.
• Preview – Allows you to preview the changes you’ve made.
• Cancel – Cancels any changes you’ve made since you last saved and closes the postcard editor.