With Top Producer Outlook Connector, your default mail client in Top
Producer 7i 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
7i contact history.
With Top Producer Outlook Connector, an additional toolbar in
Microsoft Outlook will appear when composing a new email
message:
All messages assigned to Top Producer 7i Contacts will be accessible
as part of a matching contact(s) history.
Any existing email, including incoming email, can be assigned to Top
Producer 7i. Simply highlight the email and select ‘Copy to TP’
which will attach the email to the corresponding contact history.