Top Producer 6 Questions

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By: Darin "Sid" Cameron, CRS
Mon, Jan 7th, 2008 4:19 pm

Had an agent in the office ask me how to export a bunch of letters that are contained in a plan from Top Producer 6.

Answer: I don't know. I've only used Top Producer 7i and it's not exactly letter export friendly (requires a lot of cutting and pasting).

However my best guess is they had to create a method for doing that when they began migrating people to 7i. It may not be a one step process, however- it may involve exporting to a Word or text file first before it imports into 7i.

Anyway, my advice is call Top Producer tech support. And if you don't have a Tech Support plan for 6 in place you can rely on, you can always call TP presales and say you use 6 and were thinking of migrating to 7i. Then ask, "if I do migrate to the newer version how do I go about exporting/importing my existing plans from 6 to 7?"

It's kind of like the TV game show Jeopardy. It's all in how you phrase things. Make your tech support question sound like a sales question and someone will jump through hoops to answer them.

If you have a real answer to this question, please post it in the comments section of this blog. Would love to pass on better advice.

(Editor's note: Original comments were lost when we migrated the blog to a new platform.)