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Copying Outlook Messages to Top Producer

You can copy an Outlook email message to your Top Producer contacts and have it appear in the contact's history in 7i, or the contact record's Activities tab in 8i. There are a number of different ways to do this. Click the appropriate description below to view detailed instructions.

• Copy an email to the recipients in the To, CC or Bcc fields

  You can copy an email to all recipients in the To, CC and BCC fields. You can do this with an email that has already been sent/received, or while sending an email message.

  To copy an email to recipients:

  1. To copy an email:

  • While sending it, click the Send and Copy to TP button rather than the standard Outlook Send button when you send the message.

  Note: If using Outlook 2007, click the Add-Ins tab to see the Send and Copy to TP button.

  • That has already been sent/received, from the Outlook Inbox screen (or Sent Items, or any other email folder screen), select the message you want to copy to Top Producer 7i/8i. Click the Copy to TP button.

  A copy of the email is added to the contact history in 7i, or the contact record's Activities tab in 8i. If copying an email while sending, the message will be sent to the recipients in the To, CC, and BCC fields.

  2. If one or more of the email addresses doesn't match a contact record in 7i/8i, specify how to handle the contact(s) on the Cannot Find Contact dialog box. You can:

  • Create a contact record for the recipient in 7i/8i More Info:

    1. Click the Add Contact button.

    2. Specify the contact details, and then click Ok.

    A contact record is created in 7i/8i, and a copy of the email is added to the contact history in 7i, or the contact record's Activities tab in 8i. If copying an email while sending, the email is sent to all recipients.

  • Search for contact records to copy the email to More Info:

    1. Click Search for Contact.

    2. Enter search criteria for the contact you want to find, and then click Search.

    3. Select the contact you want to copy the email to, and then clear the Add [email address] to this contact record check box.

    The email address is not added to the selected record, but an email activity is added to the contact history in 7i, or the contact record's Activities tab in 8i. If copying an email while sending, the email is sent to all recipients.

  • Search for a contact and add the email address to their record More Info:

    1. Click Search for Contact.

    2. Enter search criteria for the contact you want to find, and then click Search.

    3. Select the contact you want to copy the email and address to, and then ensure the Add [email address] to this contact record check box is selected.

    The contact record is updated with the email address, and an email activity is added to the contact history in 7i, or the contact record's Activities tab in 8i. If copying an email while sending, the email is sent to all recipients.

  • Skip copying the email to the displayed contact More Info:

    • Click Skip.

    A copy of the email will not be added to the displayed contact's record in 7i/8i.

• Search for and copy an email to multiple contacts that weren't originally associated with the email

  To search for and copy to multiple Top Producer contacts:

  1. From the Outlook Inbox screen (or Sent Items, or any other email folder screen), select the message you want to copy to Top Producer 7i/8i, and then click the Search & Copy to Multiple TP Contacts button.

  2. From the Top Producer - Search & Copy to Multiple Contacts dialog box, you can:

  • Add a new contact record in 7i/8i and copy the email to it More Info:

    1. Click the Add New Contact button.

    2. Specify the contact details, and then click Ok.

    A contact record is created in 7i/8i, and a copy of the email is added to the contact history in 7i, or the contact record's Activities tab in 8i.

  • Search for contact records to copy the email to More Info:

    1. Enter search criteria for the contact you want to find, and then click Search.

    2. Select the contact(s) you want to copy the email to, and then click Select Contact.

    3. Once you've selected all the contacts you want to copy the message to, click Ok.

    The email activity is added to the selected contact's history in 7i, or the contact record's Activities tab in 8i.