If you have selected the Show quick access icon toolbar option on the Preferences page to allow multitasking in Top Producer 7i, you can look up schedule information while performing another task. This can be very useful if, for example, you are creating a listing in Top Producer 7i and a client calls asking what time their showing is. Instead of saving and closing the listing creation to look up details in the My schedule, you can click the Scheduler icon on the main menu bar and My schedule will open in a separate window. Your listing file will remain open until you can resume working on it.
Note: The Scheduler icon will only appear if you selected the Show quick access icon toolbar option on the Preferences page.
To view schedule information while performing another task
Click the Scheduler
icon on the right side of the main menu bar.
The Schedule page opens in
a separate window. The page you were previously working on remains open
and can be accessed via the Main page
tab along the bottom of the page.
Click Close to exit My schedule.
Important: Scheduled appointments or timed calls that are not linked to a contact record will be deleted from your database after one year. If you don't want them deleted, make sure that you link them to the associated contact record when you schedule them. Doing this allows you keep a permanent database record of appointments and calls.