To open the Add new [activity type] page: From the Schedule menu, click Schedule activity. From the Add new activity page, select the Call or Appointment option button, and then click Next.
If you have assistants entered in Top Producer 7i, or you are part of a team or partnership account, you can schedule a meeting and invite other team members to attend. When scheduling a meeting, select a timed activity type (i.e., an appointment or a timed call A call activity with a start and end time).
To schedule a meeting
Select the Group activity attendees option button.
Select the team members you want to invite to the meeting. More Info:
Click the Group activity attendees link.
From the Add or remove attendees page, click Add to select attendees.
From the Add attendees dialog box, select the team members you want to attend the meeting.
Click OK.
Note: Solid blue blocks under a specific time indicate the adjacent user is busy during that time.
Enter the meeting's Description and Date.
Tip: Along with a short description of the meeting, you may want to enter the meeting's location in the Description field.
Specify the meeting's time. More Info:
Enter the meeting's Start time and End time.
If the meeting will take the entire day, select the All day check box.
If the meeting will take the rest of the day, select the Rest of day check box, and then specify the meeting's Start time.
Click the Contacts link to select any contacts that you want to apply the meeting to.
From the action menu, click Attachments to attach a document to the meeting request.
In the Link to section, if the meeting is related to a listing or closing, you can link the meeting to it. Once the meeting activity has been marked done, it will appear on the appropriate service report. More Info:
In the Link to section, use the option buttons to select whether to link this activity to a Listing or Closing.
The Select [listing/closing] property box displays the listing or closing this activity is currently linked to.
To choose a different listing or closing with which to associate this activity, click the Select [listing/closing] property box.
Select the listing or closing you want to link this activity to and click OK.
To set up a repeating activity, in the Occurrence section click Repeating, and then click the Setup repeating activity link to specify the recurrence pattern.
This option is only available when the None is selected in the Link to section.
In the Reminder and Drop off section, set a reminder for the meeting, so when the meeting comes due, an email reminder will be sent. You can also set a reminder to be sent to your Palm device. More Info:
Select the Remind me check box.
Use the drop-down list box to set the amount of time in advance to be reminded.
Enter the email address where you want the reminder sent.
A reminder email will be sent to the account you specify, in the time zone specified in Agent Setup.
If the system detects a Palm device, you can set a reminder on your Palm device. Use the spin buttons to select the time you want to be notified before the appointment.
Note: The system must be synchronized before the alarm is displayed on the Palm device.
Click Enter next to schedule another meeting, or click Finish.