Microsoft Outlook & Top Producer 8i

With Top Producer Outlook Connector, your default mail client in Top Producer 8i becomes Microsoft Outlook. Clicking an email link or selecting 'Send email' will launch you directly into Microsoft Outlook.

Incoming and outgoing email messages can be automatically attached to the corresponding recipient’s Top Producer 8i contact record.

Composing a New Message

With Top Producer Outlook Connector, an additional toolbar in Microsoft Outlook will appear when composing a new email message:

Viewing copied messages in Top Producer 8i

All messages assigned to Top Producer 8i Contacts will be accessible as part of a matching contact(s) email.

Copying an incoming email to Top Producer 8i

Any existing email, including incoming email, can be assigned to Top Producer 8i. Simply highlight the email and select ‘Copy to TP’ which will attach the email to the corresponding contact record.