Top Producer 8i Tip
6 Easy Steps to a Fully Updated Contact List.
Have you been so busy servicing clients and generating new leads that you haven’t
had time to update your contact database? Make sure you have your clients’ latest
information at your fingertips and perform a mass contact update this summer.
Top Producer 8i’s mass update allows you to quickly and efficiently add, remove,
and change information for multiple contact records.
- From the main menu go to Contacts and then click Search
for Contacts.
- Enter your search criteria in the Search for Contacts form and
click the Search button.
- A list of contacts matching your search criteria displays.
Place a check mark next to the contacts you want to update, and click the Mass Update
link.
- The Mass Update form opens.
- Specify the changes you want to make, such as contact type, primary property details, contact information, or assigned action plans.
- Click the Update Contacts button. A message appears asking you to confirm the update. Click the Yes button.
IMPORTANT: If you make an error during the mass update process,
contact Technical Support. Be very careful when making any changes to a group of contacts using this tool because
there is no undo function when performing mass updates!
Performing a Mass Update in Top Producer 8i
Click here to learn more about Top Producer 8i.