Top Producer Outlook Connector is a plug-in component for your desktop version of Microsoft Outlook. The Outlook Connector allows you to use Outlook as your primary email application rather than the My Email feature in 7i or the Inbox feature in 8i. In addition, the Outlook Connector provides the ability to 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.
Note: You will still use Top Producer 7i or 8i to compose email messages for mass distribution. The Outlook Connector is intended to manage your personal email communications with your contacts, not your mass email campaigns.
The Outlook Connector integrates Outlook with Top Producer 7i/8i on a number of different levels:
When using email features from within Top Producer 7i/8i, the Outlook Connector launches Microsoft Outlook rather than the My Email feature in 7i or the My Inbox feature in 8i.
The Outlook Connector gives you the option of sending a copy of the message to the contact's history in 7i, or the contact record's Activities tab in 8i. You can do this with an email that has already been sent/received, or while sending an email. Not only can you copy the email to all recipients in the To, Cc or Bcc fields, you can search for and copy the email to multiple contacts that weren't originally associated with the email. For more information, see "Copying Outlook Messages to Top Producer".
While copying an email message to Top Producer, if one or more of the email addresses doesn't match a contact record in 7i/8i, you can either create a new contact record or search for and update a contact record with the displayed email address. For more information, see "Copying Outlook Messages to Top Producer".
The Outlook Connector allows you to manage your Top Producer 7i/8i email and any personal email accounts directly from Outlook, giving you a single place to send and receive your email correspondence.
Finally, the Outlook Connector enables you to search your Top Producer contact list and add contacts as message recipients, all from within Microsoft Outlook. For more information, see "Adding Top Producer Contacts to an Outlook Message".