To open the General preferences page: From the Setup menu, under Preferences, click General.
From the Preferences page you can configure and personalize the program to your liking.
To set general preferences
In the Auto display on start up section choose which feature, if any, you want to be displayed when you start the program. More Info:
Home: Select Home if you want to display the Dashboard each time you open the program.
Today's business: Select Today's business if you want Today's business displayed each time you open the program.
New leads: Select this option if you want to display the Lead manager each time you open the program.
Address book: Select this option if you want to display the Address book each time you open the program.
My email: Select this option if you want to display My email each time you open the program.
None: Select this option if you do not want to display any feature.
Use the Disclaimer field to type in a disclaimer, should you wish to include one automatically when sending mass email, flyers and/or presentations. This could be a legal disclaimer or any other information you want to include.
Use the Show disclaimer on check boxes to select whether you want to include the disclaimer on Flyers, Mass emails and Presentations.
Select Show quick access icon toolbar if you want the ability to multitask in Top Producer 7i. With this option selected, you can access up to four additional screens while performing a task. You will have to log out and log back in before this feature will be available.
Select Show listing expiration reminders to specify whether or not you want to be notified of all listings expiring when you start the program.
Select Include date, time and created by stamps in notes to specify whether or not you want to include this information when notes are added to a contact record, listing, or closing.
To notify you when a duplicate record is about to be added to Top Producer 7i, select Always check for duplicate contacts.
Selecting this option lets you specify how duplicate records will be handled when contacts are created, and when leads are accepted in Top Producer 7i.
In the Publishing messages section, you can specify the default body text to be displayed when service reports, flyers, and presentations are posted on the web. More Info:
Click Message type and choose an option from the list.
Enter the text you want to appear for the selection, in the text box.
When contacts are emailed a link to information posted on the web, this default text will be included with the message.
To make the DOM (days on market) value editable in all new presentations, select the check box in the CMAs, Buyer presentations, and Home Market Reports section.
To specify how you want to send Home Market Reports (HMRs), select the appropriate option button in the CMAs, Buyer presentations, and Home Market Reports section. More Info:
Select Send Home Market Reports as a link and thumbnail if you want to send HMRs as a URL link of the .PDF format.
Select Send Home Market Reports as an Adobe® .PDF file if you want to send HMRs as a .PDF attachment.
Each time you send an HMR, you have the option to specify how to send the report (i.e. as either a link or an attachment). To receive this prompt each time you send an HMR, select Ask me every time I send a Home Market Report.
Click OK.