To open the Customer web page tab: On the Contacts menu, click Address book. Select the contact to view. On the Contact tab, click the Customer web page tab.
Contacts require a username and password before they can access their customer Web page. When you email a username and password, the Web site address where the customer Web page is located is also included. The following instructions describe how you can send your customers an email containing their login information.
Important: You need to set up your customer web page and create one for your contact before you can email the login details to your contact.
To email a username and password
On the Customer web page tab, click Email username/password to this contact.
The Mail login information page is displayed.
If necessary, modify the subject line and body of the email. Text can only be changed on a per-customer basis. Default text cannot be set for this email, i.e., you cannot change it for all future emails.
Click Send.
Top Producer 7i checks the email addresses to ensure that they have the proper syntax and they do not have an unsubscribed email status. If there are any recipients with an unsubscribed email status, they are removed from the email and are displayed in a dialog box. Review this list and select the check box next to the contacts who you wish to add back to the email.