Contact Tracking System Installation and User Guide Version 2.3 Copyright (c) 1992-1993 Gordon McI. Fuller All Rights Reserved ENC Enterprises Last updated: Wed. June 2, 1993 CompuServe ID: 70153,2207 Disclaimer of Warranty THIS SOFTWARE AND MANUAL ARE SOLD "AS IS" AND WITHOUT WARRANTIES AS TO PERFORMANCE OF MERCHANTABILITY OR ANY OTHER WARRANTIES WHETHER EXPRESSED OR IMPLIED. BECAUSE OF THE VARIOUS HARDWARE AND SOFTWARE ENVIRONMENTS INTO WHICH THIS PROGRAM MAY BE PUT, NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED. GOOD DATA PROCESSING PROCEDURE DICTATES THAT ANY PROGRAM BE THOROUGHLY TESTED WITH NON-CRITICAL DATA BEFORE RELYING ON IT. THE USER MUST ASSUME THE ENTIRE RISK OF USING THE PROGRAM. ANY LIABILITY OF THE SELLER WILL BE LIMITED EXCLUSIVELY TO PRODUCT REPLACEMENT OR REFUND OF PURCHASE PRICE. THE SELLER EXPRESSLY ASSUMES NO LIABILITY OR RESPONSIBILITY FOR LOSS OR CORRUPTION OF DATA, OR THE CONSEQUENCES OF RELIANCE ON SUCH LOST OR CORRUPT DATA ON THE PART OF THE USER. Table of Contents Registration Procedures iv Shareware License v Support Policy vi ASP Ombudsman Statement vii Shareware Standards viii Conventions x Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x Keystrokes . . . . . . . . . . . . . . . . . . . . . . . . . . . x Screen Features . . . . . . . . . . . . . . . . . . . . . . . . . x Menus (xi) Popups (xi) Buttons (xi) Terms & Definitions . . . . . . . . . . . . . . . . . . . . . . . xiii Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii Text Editing xiv List of Figures xvi I. Installation Hardware and Software Requirements Page 1-1 From CompuServe or other BBS Page 1-2 From a floppy disk supplied by ENC Enterprises Page 1-3 II. Starting the CTS Program III. Quitting CTS IV. Using CTS - Features and Functions Entering Information Page 4-4 Entering Defaults . . . . . . . . . . . . . . . . . . . . . . Page 4-4 Adding Customers and Related Data . . . . . . . . . . . . . . Page 4-6 Spouse/Dates (Page 4-9) Adding/Editing Children . . . . . . . . . . . . . . . . . . Page 4-10 Adding Other Business Information . . . . . . . . . . . . . Page 4-12 Locating and Changing Information Page 4-13 Selecting Customers . . . . . . . . . . . . . . . . . . . . Page 4-13 Editing Information . . . . . . . . . . . . . . . . . . . . Page 4-14 Customer Changes Page 4-15 Editing Companies . . . . . . . . . . . . . . . . . . . . . Page 4-16 Edit Children . . . . . . . . . . . . . . . . . . . . . . . Page 4-17 Copying/Moving Customers . . . . . . . . . . . . . . . . . Page 4-17 Copy Person/Contact (Page 4-17) Move Person/Contact (Page 4-17) Special Mailings (Page 4-17) Deleting Information . . . . . . . . . . . . . . . . . . . Page 4-19 Person/Contact (Page 4-19) Company (Page 4-19) Displaying Specific Information . . . . . . . . . . . . . . Page 4-20 Spouse (Page 4-21) Comments (Page 4-21) Directions (Page 4-23) i Children (Page 4-23) To-Do List (Page 4-24) Viewing Information Page 4-26 Sorting Data . . . . . . . . . . . . . . . . . . . . . . . Page 4-26 Filtering Data . . . . . . . . . . . . . . . . . . . . . . Page 4-27 Frequency Listing . . . . . . . . . . . . . . . . . . . . . Page 4-29 Remove Filter . . . . . . . . . . . . . . . . . . . . . . . Page 4-29 Printing Information Page 4-30 Setting Printers . . . . . . . . . . . . . . . . . . . . . Page 4-30 Default Printer (Page 4-30) Eject Page (Page 4-30) Printing to Files . . . . . . . . . . . . . . . . . . . . . Page 4-31 Changing Form Letter and Postcard Text . . . . . . . . . . Page 4-32 Form Letter Edit (Page 4-32) Postcard Message Edit (Page 4-32) Mailings . . . . . . . . . . . . . . . . . . . . . . . . . Page 4-33 Addresses-Env./Labels/Postcards . . . . . . . . . . . . . . Page 4-34 For envelope and postcard printing: (Page 4-35) Form Letter (Page 4-36) Single Envelope (Page 4-36) Account Information . . . . . . . . . . . . . . . . . . . . Page 4-37 Account Profile (Page 4-37) Contact Profile (Page 4-37) File Address List (Page 4-38) Comments (Page 4-38) Directions (Page 4-38) Custom Reports and Labels . . . . . . . . . . . . . . . . . Page 4-39 Creating Reports (Page 4-40) Creating Labels (Page 4-42) Building Expressions (Page 4-43) Printing Reports or Labels (Page 4-44) To-Do List . . . . . . . . . . . . . . . . . . . . . . . . Page 4-45 Utilities Page 4-46 Shareware Message . . . . . . . . . . . . . . . . . . . . . Page 4-46 Default Settings . . . . . . . . . . . . . . . . . . . . . Page 4-46 Telephone Dialing . . . . . . . . . . . . . . . . . . . . . Page 4-48 Appointment Diary . . . . . . . . . . . . . . . . . . . . . Page 4-49 File Maintenance Page 4-51 Help+ Menu Page 4-55 Appendix A Key Listings A-1 HOT KEYS . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1 NAVIGATION, FUNCTION AND RECORD SELECTION . . . . . . . . . . . . A-2 Appendix B CTS Document and File Listing B-1 Appendix C Prohibited File Names in CTS C-1 Appendix D Troubleshooting D-1 ii Appendix E Calculator and Diary Keys E-1 Appendix F WEIGHTS & MEASURES F-1 Appendix G Standard DOS Features G-1 Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . G-1 File Names . . . . . . . . . . . . . . . . . . . . . . . . . . . G-1 Special Characters . . . . . . . . . . . . . . . . . . . . . . . G-1 Navigating DOS . . . . . . . . . . . . . . . . . . . . . . . . . G-1 Common DOS commands . . . . . . . . . . . . . . . . . . . . . . . G-2 iii ÛßßßßßßßßßßßßßßßßßßßßßßßßßÛ Û Registration Procedures Û ÛÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÛ Shareware is a method of distribution, not a class of software. Creators of shareware programs like this one depend on your honesty to pay for programs which you continue to use. If this program does not meet your needs, please delete it from your system with absolutely no further obligation. If you like using this program, please register your version of the software and distribute the CTS_EX.EXE and CTSDOC.EXE files to any others who may be interested. ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ A registration form may be obtained in any of the following manners: a) Use the form at the end of this document; b) Print the file ORDER.TXT which is part of the CTSDOC.EXE compressed file; c) From within the CTS program, select the "Shareware" option from the "Utils" menu pad, then press "R" while the program information screen is showing. Fill out the form, remembering to specify the size disk you want. Only high- density disks will be provided. Since there is no difference between the freely distributed version of the software and the registered version, this information will be used for updates to which the user is entitled. Remember to sign the form. Enclose with the form a check for $25 ($20 for registration, $5 for shipping and handling). Send the form to the address printed at the top of the form. Acknowledgement of the receipt of your payment will be provided either by postcard or by CompuServe mail (if you so specify). All constructive suggestions from users for improving this product are heartily welcomed. Thank you for trying the Contact Tracking System! iv Shareware License The shareware license agreement can be accessed from the Shareware Message screen by pressing the letter 'L' while viewing the shareware message. The text can be scrolled using the up and down cursor keys: CTS LICENSE CTS is the acronym for the Contact Tracking System product. All rights to CTS are owned and reserved by Gordon McI. Fuller, except as specified below. A payment of $20 for registration fee to Gordon McI. Fuller or ENC Enterprises is requested from CTS users. Users are free to distribute the base product to other individuals free of charge. Registration of this product entitles the user to one free upgrade within a two-year period after the registration has been paid. Subsequent upgrades will be available at announced prices. Registration also entitles the user to obtain (at an additional charge) add-on modules designed to complement CTS for a wide variety of industries; each module contains specific functionality and data elements required for industry segments. Any such modules received by the user are considered a part of the CTS product and subject to the same restrictions as the base CTS product. In addition, such modules are licensed ONLY to the registered user and may not be used, sold, distributed or transferred separately under any circumstances without the express written consent of Gordon McI. Fuller or his estate. Users of CTS may NOT sell this software for money or services to other users. All conditions for its distribution not covered by this license must be agreed in writing with Gordon McI. Fuller and will be at his or his estate's sole discretion. Users are not granted nor may assume any other rights whatsoever over the appearance, use, functionality, source code, or any other aspect of the CTS product. Duplication of the appearance, use, functionality, source code, or other aspect of the CTS product is prohibited in accordance with all applicable state and federal laws. Gordon McI. Fuller ENC Enterprises 25744 S.E. 42nd Court Issaquah, WA 98027 v ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºSupport Policyº ÈÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Support for this product is provided in one of two ways for all registered users: Mail: Mailed queries will be responded to within two days of receipt. Send queries to: Gordon Fuller ENC Enterprises, Inc. 25744 S.E. 42nd Court Issaquah, WA 98027 CompuServe: The developer can be reached via CompuServe ID 70153,2207 CompuServe Forums: The developer can also be contacted via CompuServe forum messages in the (Microsoft) Fox Software Forum. [GO CIS:FOXFORUM] No time period for responses can be guaranteed via CompuServe since communications, hardware, and other factors may affect the ability to transmit and receive messages. Suggestions for upgrades and improving functionality are welcomed! Thank you for trying the Contact Tracking System program. vi ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º ASP Ombudsman Statement º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ This program is produced by a member of the Association of Shareware Professionals (ASP). ASP wants to make sure that the shareware principle works for you. If you are unable to resolve a shareware-related problem with an ASP member by contacting the member directly, ASP may be able to help. The ASP Ombudsman can help you resolve a dispute or problem with an ASP member, but does not provide technical support for members' products. Please write to the ASP Ombudsman at: 545 Grover Road Muskegon, MI 49442 or send a Compuserve message via easyplex to ASP Ombudsman 70007,3536 vii ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º Shareware Standards º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÚÄÄÄÄÄÄÄÄÄ¿ ÚÄÄÄÄÄÁÄÄÄ¿ ³ (R) Äij ³o ³ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ³ ÚÄÄÄÄÄÁÐÄÄ¿ ³ Association of ³ ³ ³ÄÙ Shareware ÀÄÄij o ³ Professionals ÄÄÄÄÄij º ³ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ÀÄÄÄÄÐÄÄÄÄÙ MEMBER DEFINITION OF SHAREWARE Shareware distribution gives users a chance to try software before buying it. If you try a Shareware program and continue using it, you are expected to register. Individual programs differ on details -- some request registration while others require it, some specify a maximum trial period. With registration, you get anything from the simple right to continue using the software to an updated program with printed manual. Copyright laws apply to both Shareware and commercial software, and the copyright holder retains all rights, with a few specific exceptions as stated below. Shareware authors are accomplished programmers, just like commercial authors, and the programs are of comparable quality. (In both cases, there are good programs and bad ones!) The main difference is in the method of distribution. The author specifically grants the right to copy and distribute the software, either to all and sundry or to a specific group. For example, some authors require written permission before a commercial disk vendor may copy their Shareware. Shareware is a distribution method, not a type of software. You should find software that suits your needs and pocketbook, whether it's commercial or Shareware. The Shareware system makes fitting your needs easier, because you can try before you buy. And because the overhead is low, prices are low also. Shareware has the ultimate money-back guarantee -- if you don't use the product, you don't pay for it. DISCLAIMER - AGREEMENT Users of CTS must accept this disclaimer of warranty: "CTS is supplied as is. The author disclaims all warranties, expressed or implied, including, without limitation, the warranties of merchantability and of fitness for any purpose. The author assumes no liability for damages, direct or consequential, which may result from the use of CTS." CTS is a "shareware program" and is provided at no charge to the user for evaluation. Feel free to share it with your friends, but please do not give it away altered or as part of another system. The essence of "user-supported" software is to provide personal computer users with quality software without high prices, and yet to provide incentive for programmers to continue to develop new products. If you find this program useful and find that you are using CTS and continue to use CTS after a reasonable trial period, you must make a reg- viii istration payment of $25 to ENC Enterprises. The $25 registration fee will license one copy for use on any one computer at any one time. You must treat this software just like a book. An example is that this software may be used by any number of people and may be freely moved from one computer location to another, so long as there is no possibility of it being used at one location while it's being used at another. Just as a book cannot be read by two different persons at the same time. Commercial users of CTS must register and pay for their copies of CTS within 30 days of first use or their license is withdrawn. Site-License arrangements may be made by contacting ENC Enterprises. Anyone distributing CTS for any kind of remuneration must first contact ENC Enterprises at the address below for authorization. This authorization will be automatically granted to distributors recognized by the (ASP) as adhering to its guidelines for shareware distributors, and such distributors may begin offering CTS immediately (However ENC Enterprises must still be advised so that the distributor can be kept up-to-date with the latest version of CTS.). You are encouraged to pass a copy of CTS along to your friends for evaluation. Please encourage them to register their copy if they find that they can use it. All registered users will receive a copy of the latest version of the CTS system. ix ÉÍÍÍÍÍÍÍÍÍÍÍ» ºConventionsº ÈÍÍÍÍÍÍÍÍÍÍͼ Keys ÍÍÍÍ Pressing computer keys results in two possible outcomes: a) an exact duplicate of the character on the key is placed on the screen; b) a function or collection of functions is performed. The usual convention is to represent keys which result in (b) inside <> marks, as in , , , , . Function keys, labeled F1 through F10 (or F12) are generally presented either way. Some keys are occasionally represented by their symbols on the keyboard or by common abbreviations (e.g. ^ = ). Keystrokes ÍÍÍÍÍÍÍÍÍÍ In general, when instructed to press a key that means that the key should be pressed and released. However, some commands require a combination or sequence of keys to be pressed. When using , , or in combination with other keys, this means that the key in <> should be held down while the other key is pressed and released. Screen Features ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ Features: Menus Popups Buttons The screens in this application are based on event-driven, object- oriented code and are identical to Microsoft Windows usage. This is done for two reasons - first, it is easier for the user to perform specific tasks by selecting one "object" which does that task; second, it provides upward compatibility and familiarity with graphical-based applications which all use the same concepts. Each "object" the user sees on the screen performs a set of commands behind the scenes. Highlighted letters within the object are called "hot keys" and provide shortcuts to selecting an object, depending on its type. Objects are of three major types: x ß Menus Menu pads are the words shown in a row near or at the top of the display screen. When selected, a pad will show a list of menu options from which the user may select. Pressing the key will deactivate the menu pad or menu option list from the screen. Menus are accessed by simultaneously pressing the key and the highlighted letter in the menu (or by clicking a mouse on the menu option). When selected, menus in turn provide a menu list of options. Those options may be selected in three ways: û using the cursor keys to highlight the option, then pressing ; û using a mouse to click once on the option; û pressing the highlighted letter "hot key" WITHOUT pressing the key. ß Popups Popups are lists containing choices. Menu option lists are popups. Other popups can contain lists of user-entered information from which the user selects a single option identifying the data (or set of data) he/she wishes to include in an action. Some popups have hot keys when the options are not lists of user- defined data (such as the menu popups). Popups which are part of menu choices can have an arrow in the right margin of the popup. This indicates that selecting this option will give the user a new list of options, rather than immediately launching a program. ß Buttons Common Button Types: Radio (þ) Check [X] Push ® OK ¯ Buttons are generally activated by pressing the Space Bar, or by pressing the key. The spacebar will leave the cursor highlighting the current button - will skip to the next object after activating the button. Buttons can also have hot keys, which activate the button when the user presses the highlighted key (unless he/she is in a text entry field, where the program decides that the user really wants to print the letter rather than push the button). xi þ Radio buttons let the user identify which ONE of a mutually exclusive number of choices applies to the current data set. They do not usually initiate any actions, but identify various conditions for when the transaction is committed for verification or addition to the general database. Example: (þ) Rock ( ) Paper ( ) Scissors þ Check buttons, such as the "Foreign Currency" button on the Main Screen in this application, are Yes/No indicators. For example, a checked Foreign Currency box indicates "Yes" to the program when it asks whether to convert the number in the amount column to U.S. Dollars. Example: [ ] Show Totals þ Push buttons, which are sprinkled liberally throughout this application, are the objects which usually trigger a change in the data set. Example: < Add > ®Finish¯ The key is usually directly tied to the button on a screen. The double carets around the "Finish" button indicate that it is a default, and pressing - at any point on the screen is the same as selecting that button. xii Terms & Definitions ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ Some database terms are commonly used in this document and in the on-line help. Field A discrete unit of data, such as a Customer Last Name, Zip Code, or Birthday. File A DOS file containing a group of records. Menu List of options to perform specific tasks. Usually only one option may be chosen at a time. Record A group of Fields which taken together provide useful information about a Customer. Text ÍÍÍÍ Words which appear in the text surrounded by ®¯ indicate important and frequently mentioned or used topics. Windows ÍÍÍÍÍÍÍ A window is loosely defined as an area of the screen which appears on top of an existing portion of text, and which reveals that underlying screen data when it disappears rather than overwriting it. Usually windows have a solid border around them to distinguish them from their background. For keyboard commands which move and resize windows, see "Using Help" on Page 2-1. xiii ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º Text Editing º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍͼ To find and manipulate blocks of text, the following key combinations produce the most desirable results. These key combinations are listed in the HELP+ menu pad at the top of the Display Screen. ÚÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³Finding text³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÙ 1. Press +F 2. Type in the text you wish to find 3. (Optional) - Type in replacement text. 4. Use the key to select your search options from the popup screen. 5. Select the ®Find¯ option or press + to start the search. +G will find the next occurrence of the text string. +E will replace the current text with the replacement characters, then find the next occurrence of the text string. ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³Block out text³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ALL TEXT 1. Press +A SPECIFIC TEXT 1. Place your cursor at the start of the desired text. 2. While holding down the key, use the cursor keys, , , , or other positioning keys to block out the text. OR Use the mouse and drag across the desired text. AFTER BLOCKING OUT TEXT YOU MAY DO THE FOLLOWING: ÚÄÄÄÄÄÄÄÄÄ¿ ³Move text³ ÀÄÄÄÄÄÄÄÄÄÙ 1. Press +X to delete the text at the current location while saving it to the buffer. 2. Move the cursor to the new location. 3. Press +V to insert the chosen text xiv ÚÄÄÄÄÄÄÄÄÄ¿ ³Copy text³ ÀÄÄÄÄÄÄÄÄÄÙ 1. Press +C to save the blocked text in the buffer. 2. Move the cursor to the new location. 3. Press +V to insert the chosen text ÚÄÄÄÄÄÄÄÄÄÄ¿ ³Paste text³ ÀÄÄÄÄÄÄÄÄÄÄÙ 1. You must have previously selected the text by blocking it out (as described above). 2. Move the cursor to the new location. 3. Press +V to insert the chosen text ÚÄÄÄÄÄÄÄÄÄÄÄ¿ ³Delete text³ ÀÄÄÄÄÄÄÄÄÄÄÄÙ WITHOUT SAVING TO BUFFER 1. Block out text. 2. Press OR Type new entry directly. SAVING TO BUFFER 1. Block out text. 2. Press +X or +C. Deleting a word: Press +. xv ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºList of Figuresº ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Figure 1 Title Screen Page 2-2 Figure 2 Main Display Screen Page 4-1 Figure 3 Default Colors Selection Menu Page 4-4 Figure 4 Data Menu Pad Page 4-6 Figure 5 Children Window Page 4-10 Figure 6 Edit Data Menu Options Page 4-15 Figure 7 Company Data Page 4-16 Figure 8 Key Function Display Page 4-21 Figure 9 Comments Screen Page 4-22 Figure 10 Directions window Page 4-23 Figure 11 To-Do List Page 4-24 Figure 12 Sort Options Page 4-26 Figure 13 Filter Data Options Page 4-28 Figure 14 Mailing Options Menu Page 4-33 Figure 15 Print Options Window Page 4-34 Figure 16 Account Printing Options Page 4-37 Figure 17 Print Menu Pad Page 4-39 Figure 18 Report Creation Page 4-40 Figure 19 Label Creation Screen Page 4-42 Figure 20 Report/Label Expression Builder Screen Page 4-43 Figure 21 Utilities Menu Options Page 4-46 Figure 22 Diary/Appointment Calendar Page 4-49 Figure 23 File Menu Options Page 4-51 Figure 24 Help Menu Options Page 4-55 xvi ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºI. Installationº ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Hardware and Software Requirements ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ ß Hardware CTS requires a hard disk with at least 3Mb of free space. Use your CHKDSK command at the DOS prompt to determine how much free space you have - it is the line showing "number of bytes available on disk" in the listing CHKDSK provides. ß Software CTS will run on laptops with 512K of memory. At least 450K of free memory is generally required - laptops running network software may encounter memory problems. CTS uses expanded memory automatically if it is available. The more expanded memory the computer has, the faster CTS will run. Page 1-1 From CompuServe or other BBS ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ (including disks created from an original BBS download) All documentation files, such as the one you are now reading, come from the CTSDOC.EXE file, a self-extracting compressed file. These files may be placed onto any directory. A listing of all files supplied for CTS can be found in Appendix B and in the DOCFILE.DOC file. All executable files and associated Help, Database, Index, and Source files come as part of the CTS_EX.EXE file. CTS will automatically install itself into the directory and drive where the user places the CTS_EX.EXE file. To execute this file, simply type its name at the DOS prompt in the directory where you want CTS to exist. A batch file, CTS.BAT, is included in the CTS_EX.EXE file. If you do not want to put the CTS directory into your AUTOEXEC.BAT PATH statement, you may place this batch file into your root directory to run CTS from anywhere on your hard disk. CTS.BAT assumes the program will be on the C: drive and in the \CTS directory. You must edit the batch file if you have placed CTS elsewhere. Page 1-2 From a floppy disk supplied by ENC Enterprises ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ NOTE: Where appears below, do not type '' but press the Enter key on your keyboard. 1. Loading Files a) Insert the installation or update disk into drive a: (usually the uppermost slot on the front of the PC). The disk will say if it is an upgrade or an installation disk. If the 3«" drive on your system is the b: drive, type the following line at the DOS prompt: assign a=b After installation, type assign by itself at the DOS prompt to restore the proper drive assignment. (Ignore if computer has rebooted.) b) Begin the installation or update process. Type: a: (floppy drive is assumed to be a: in this example) Type: install (if a first-time installation) OR update (if an update) c) Swap to the second disk when the screen prompts you. d) The CTS installation disk will automatically change your CONFIG.SYS and AUTOEXEC.BAT files to enable CTS to run on your laptop. If you do not wish the installation program to do this, watch the screen and abort the procedure when asked. If you let the installation program change your files, you may skip sections (2) and (3) and proceed to section [4]. 2. CONFIG.SYS File a) Move to your root directory Type c: cd \ b) Ensure that your CONFIG.SYS file contains the following lines by typing: Type: Type config.sys : (Actually type the word 'type') FILES = x (where x ò 40) BUFFERS = 32 STACKS = 0,0 Page 1-3 If the FILES line has x < 40, refer to section c.(i) below. If you receive an error message saying the file does not exist, refer to section c.(ii) below. c) If your CONFIG.SYS file does not contain these lines, or if you do not have a CONFIG.SYS file, edit or create the file and save the result. Consult your DOS manual for full editing instructions using EDLIN. Otherwise: (i) Existing CONFIG.SYS Type: edlin config.sys The new prompt will be an asterisk (*). Type: L The program will list each line in front of you. Find the line # that says "FILES=xxx". Type: x (x = line # of FILES line) The text of the line number selected will appear indented and the line number will repeat below as the new prompt. Type: FILES=45 (40 or higher) The asterisk prompt will reappear at the left-hand edge of the screen. Repeat as necessary to modify other lines of the file in the same manner. When finished: Type: exit You will be returned to the DOS prompt. Reboot the computer using the ++ key combination (hold all three down at the same time). (ii) New CONFIG.SYS If you received a message in part (b) saying the config.sys file did not exist, the quickest way to create a new one is as follows: Type: copy con config.sys No prompt will appear, but the cursor will move to the left side of the screen. Type the following lines exactly as they appear (the mark represents the enter key, do not type ""): FILES=45 BUFFERS=30 STACKS=0,0 [zero,zero] Page 1-4 ^Z (Control-Z; hold Ctrl key down and press letter Z) The DOS prompt will return and the CONFIG.SYS file will have been created. Reboot the computer using the ++ key combination (hold all three down at the same time). 3. AUTOEXEC.BAT File a) This file is also located in your root directory (see 1.a above). b) Remove any TSR (terminate-stay resident) programs such as Sidekick which may reduce the RAM available to the Contact Tracking System. Use EDLIN or other edit program (see 1.c above) c) CTS suggests that your PATH statement contain the directories: ..;C:\CTS using EDLIN, find the line (see 1.c in section (2) above) containing your PATH statement. Type the line number at the asterisk (*) prompt, and repeatedly press the right cursor (arrow) key to redisplay the line, When the entire line has been redisplayed, type the additions shown above. Press the key. Type exit and press the enter key again. Just as with the CONFIG.SYS file, you must reboot your computer for changes to the AUTOEXEC.BAT file to take effect. 4. Starting the Program (all other times) If you have a menu program you are encouraged to add this program to your list of options. The commands necessary to activate it are the same as you would perform individually in (4a) and (4b). If you are not on the C: drive, include the command C: as well. a) If not already in the program's directory: Type: cd \ b) Type: cts Page 1-5 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º NOTES º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Page 1-6 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºII. Starting the CTS Programº ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ If you have a menu program you are encouraged to add this program to your list of options. The commands necessary to activate it are the same as you would perform individually in (a) and (b) of the Manual Activation section below. If you are not on the C: drive, include the command C: as well. Manual Activation ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ a) If not already in the program's directory: Type: cd \ b) Type: CTS The first time the user tries CTS, the program will ask if the user wishes to modify the AUTOEXEC.BAT and CONFIG.SYS files. Because CTS expects to find all its files in the current directory, putting "CTS" in your PATH statement may not be necessary unless you wish to start CTS from elsewhere on your PC. The program will also make sure that the FILES statement in your CONFIG.SYS is set to at least 40. If not, CTS will offer to modify that file to increase the parameter to 45. This modification occurs ONLY during the first entry into CTS and will not be seen again. After initial installation of the CTS system, the user will be placed in the ®Display¯ Screen. ß Title Screen After starting the Customer Tracking System either by menu selection or the cts keystrokes, the initial screen will appear. The date shown defaults to today's date (assuming your PC has a clock and battery). Page 2-1 ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± ÕÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͸ ³ ENC Enterprises ³ÜÜ ³ ÖÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ· ³ÛÛ ³ º Contact Tracking System º ³ÛÛ ³ ÓÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄĽ ³ÛÛ ³Copyright 1992-1993 All Rights Reserved³ÛÛ ÔÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ;ÛÛ ßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßßß Please enter today's date: 04/23/93 ÖÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ· ºThis program is distributed as shareware. For more informationº ºplease use the Utils/Shareware option from within the program. º ÓÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄĽ ÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜÜ Û ENC Enterprises Û Û 25744 S.E. 42nd Court Û Û Issaquah, WA 98027 Û ßßßßßßßßßßßßßßßßßßßßßßßßßßßßß Written by Gordon McI. Fuller °°±±²²ÛÛ Compuserve ID# [70153,2207] ÛÛ²²±±°° Member, Association of Shareware Professionals Version 2.1 Figure 1 Title Screen ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± ß Using Help Pressing F1 in most portions of CTS will call up Help. Help consists of two areas - general topics and specific explanations. Each topic has one associated explanation. If Help is called from the Display Screen, it will list the topics in the Help Window. Topics with an arrow in front are broad explanations of the program and its functions. Other topics refer to specific field names and explain the sort of data each one requires. Any help topic may be printed out (since some are several pages long) after the user has set a default printer (see below) by using the "Help+" menu pad and the "Print Help Topics" option. Page 2-2 Window Changes: ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ^F7 Moves the window with the cursor keys; ^F8 Resizes the window with the cursor keys; ^F10 Toggles the window zoom between full screen and original size. Topic scrolling keys: ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ up,down 1 line up or down; , 1 screen up or down; , Top or bottom of topic list. 1st letter of topic first matching topic two or more letters typed within 2 seconds - 2nd (and 3rd ...) matching letters. e.g. Typing 'C' only will highlight 'City' topic. Typing 'CU' within 2 seconds will highlight 'Customer' topic NOTE: These instructions are also valid for scrolling through menu choices of non-changeable windows such as those listing company names, generic commodities, or user-defined file names. Explanation scrolling keys: ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ up,down 1 line up or down; , 1 screen up or down; , Beginning or end of line ^,^ Top or bottom of explanation text ^F Find text -F sub-functions: = next option in ^F menu; -G = find next occurrence of selected string. You may browse through Help at your leisure. To leave help, press . Page 2-3 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º NOTES º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Page 2-4 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºIII. Quitting CTSº ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ -F4 will allow the user to exit directly from the main screen. or: From the Display Screen press -F to call up the "File" menu pad. Select the "Quit" option by either positioning the cursor on the "Quit" by using the up or down keys, or by pressing the letter "Q" on the keyboard. Answer "Y" to the question, "Are you sure?" Answering "N" will return you to the Display Screen. Page 3-1 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º NOTES º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Page 3-2 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºIV. Using CTS - Features and Functions º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Introduction ÍÍÍÍÍÍÍÍÍÍÍÍ ß Display Screen Upon entering the application, this is the first screen to appear. It is referred to in this document and in the on-line help as the Display Screen. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 11:10:30 am ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºCompany: ³ Work Phone: ( ) - º ºIndustry: Rating: Mailings: ³ FAX Number: ( ) - º º Note: Last Contact: / / ³ Home Phone: ( ) - º ÌÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºSex: ³First Name: M.I.: ³Title: º ºM/M: ³ Last Name: ³ Dept: º ÌÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: ³City: ST: º º ³Ctry: Zip: º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍCompanyÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍLast NameÍÍÍÍÍÍFirst NameÍÍÍÑST» º ³ ³ º º ³ ³ º ºAetna Life & Casualty Co. ³ ³FLº ºAI Corp. ³ ³CAº ºAI Corp. ³ ³CAº ºAlaska Groundfish Data Bank ³ ³AKº ºAmerican Games ³ ³WAº ºAMICA Mutual Insurance Co. ³ ³WAº ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:BUSNES Total Records: 151 Index: COMPANY MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu ß -letter Figure 2 Main Display Screen ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Page 4-1 The screen is divided into 4 main areas; going down the screen from top to bottom they are called: Display Menu Row 1 Customer Detail Rows 2-15 Customer List Rows 16-21 Bottom Information Rows 22-24 The top 3 areas are interactive areas - that is, they change based on user actions. The fourth area, called "Bottom Information" in the on-line help, is static information which tells the user where he/she is in the file and what ®Mode¯ the screen is in. This screen is the heart of the CTS program. Initially most function keys will not work since there are no customers entered in the system. Once your customer information has been entered, viewing, editing, and making use of the information will occur from this screen and the associated menu. This documentation will refer to the activities and information occurring in each area. If your copy of CTS has been provided with the SMPL_1 or SMPL_2 sample data files, most function keys and menu options will work as normal. When you create a new file (see the section on Creating Files) the screen will be empty and the function keys disabled. Display Menu ÄÄÄÄÄÄÄÄÄÄÄÄ The six categories shown - 'File', 'Data', 'View', 'Print', 'Utils', 'Help+' - are the menu headings which give the user access to CTS functions. The menu is activated by pressing just the key; options can be directly selected by pressing +the highlighted letter in the menu heading. Most menu selections will deactivate the menu afterwards. To leave the menu without selecting a topic, press or click the mouse outside the menu window. Customer Detail ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ This gives information about the customer selected from the Customer List area. Customer List ÄÄÄÄÄÄÄÄÄÄÄÄÄ This shows up to eight customers at any time, ordered by whichever ®index¯ has been selected by the user. Cursor keys, mouse, , , , and can be used to select names from anywhere in the file. Page 4-2 Bottom Information ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Row 22 provides information about the current file: which file is selected; where the user's record pointer is within the file, and the ®mode¯ which is in use. Error messages are shown here when attempting to locate a record which is not in the file. Row 24 menu messages give more detail about an option. Page 4-3 Entering Information ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ ß Entering Defaults þ Press -U to activate the Display Menu. You will be in the 'Utils' list of options. If the colors are not showing contrasts correctly, you will find the 'Utilities' menu on the second pad from the right and the first option it displays is "Default Settings". þ Press or 'D' to select "Default Settings". þ Use up or down keys to move the selection bar, or press 'C' to select the 'CTS Startup Option' item. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍCTS Default SettingsÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ 8:35:10 pm ºÉUser InformationÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ÚCommunicationsÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ºÍÍ» ººName: William J. Clinton º ³( ) COM1 Modem ³º º ººTitle: President, United States º ³( ) COM2 Initialization ³º º ººAddress: 1600 Pennsylvania Ave. º ³( ) COM3 ³ºÍ͹ ºº Washington, DC 20000 º ³( ) COM4 ATV1X3E1S0=1^M ³º º ºÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙº º º Default File: Default Index: ÚScreen TypeÄ¿ ÚÄÄÄÄÄScreen ColorsÄÄÄÄÄÄ¿ º º º ÚÄÄÄÄÄÄÄÄÄÄÄ¿ ÚÄÄÄÄÄÄÄÄÄÄÄÜ ³( ) Company ³ ³( ) Generic Laptop Mono ³ ºÍ͹ º ³ SMPL_1 ³ ³ LNAME ³( ) Names ³ ³( ) Generic Laptop Color³ ºA º º ³ SMPL_2 ³ ³ COMPANY ³( ) Mailings³ ³( ) Toshiba 3200 ³ º º º ³ ³ ³ INDUSTRY Û ÀÄÄÄÄÄÄÄÄÄÄÄÄÙ ³( ) Toshiba 5200 Mono ³ ºÍͼ º ³ ³ ³ CITY ®Save+Exit¯ ³( ) Toshiba 5200 Color ³ º º ÀÄÄÄÄÄÄÄÄÄÄÄÙ ÀÄÄÄÄÄÄÄÄÄÄÄß < Cancel > ³( ) Desktop VGA ³ º º ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍF10:Exit w/ Save :AbortÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:SMPL_1 Total Records: 78 Index: COMPANY MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu ß -letter Figure 3 Default Colors Selection Menu ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Defaults are saved to disk so that each time the user starts the program, settings such as color are recalled and used, avoiding reentry each time the user begins the program. Defaults will be reset and the screen changed after the "Save+Exit" button is selected. Page 4-4 User Info ÄÄÄÄÄÄÄÄÄ þ Enter your personal information, such as name and address. These are used as the return address on correspondence. Colors ÄÄÄÄÄÄ The colors displayed on the computer screen should show contrasts, highlighting menu choices and the menu selection bar. þ Press or use the mouse to move the selection bar to "Generic Mono" {laptop users} or 'VGA Desktop' {desktop users}. (NOTE: If other color selections allow the user to see the 'hot' letter and selection bar while in the menus, you are encouraged to use the combination you like best. This initial choice simply guarantees that most users will be able to see the hot keys and selection bar. Other options on the 'Utilities' menu are discussed later in this section. Page 4-5 ß Adding Customers and Related Data 1) From the ®Display Screen¯ press +D to activate the Data Menu Pad; 2) Choose the "Add Data" option from the Data Menu; 3) Select the "Person/Contact" option by pressing 'P' or moving the selection bar to the option and pressing . [See Figure 4 on Page 4-6] ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 1:00:28 pm ÉÍÍÍÍÍÍÍÍÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºSex: ³ Add Person/Contact CTRL+INS ³ ³Title: º ºM/M: ³ Delete Person/Contact CTRL+DEL ³ ³ Dept: º ÌÍÍÍÍÍÍÍÍÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ÍÍÍÍÏÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ º Company³ Add/Edit Children ³ ³ Work Phone: ( ) - º ºIndustry³ List Children ALT+C ³ ³ FAX Number: ( ) - º º Note:ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´/ / ³ Home Phone: ( ) - º ÌÍÍÍÍÍÍÍͳ Modify Company Data ³ÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´: ST: º º ³ Special Functions ³: Zip: º ÈÍÍÍÍÍÍÍÍÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍCompanyÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍLast NameÍÍÍÍÍÍFirst NameÍÍÍÑST» º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:DOCUMENT Total Records: 0 Index: COMPANY MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu Add a Person to the current database Figure 4 Data Menu Pad ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± The screen will change and prompt you for input. The customer input screen is identical to the MAIL SCREEN layout on the Display Screen (chosen by the "UTILS-Default Settings" Screen Selection menu option). Context-sensitive help is available in this screen. What this means is that when you press F1, information about the field the cursor is currently in will be displayed. You may access the other help topics by pressing 'T' from the help explanation window, or press to leave Help. Page 4-6 See the "Text Editing" section on page xiv. Page 4-7 Fields in order of entry: [* Sortable field) ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Sex: Male or Female? If male, the salutation defaults to 'Mr.'. If female, 'Ms.'. M/M (Salutation): You have the ability to edit the default selected by the sex query for 'Dr.', 'Maj.', etc. First Name: First name of the customer. M.I.: Middle initial/Name of the customer. Last Name:* Last name of the customer. Title:* You may put the customer's business title in this field. Department: You may put the customer's department in this field. Company:* You may press to obtain a listing of companies in the company table, or enter a new company name. You may select an existing company by scrolling down the list and pressing on the highlighted name, or you may press and enter a new name. If you enter (or change) a company, a window will appear asking if you wish to add the name to the company table. Companies which are listed in the company table are permitted industry designations and street directions (see below). If you choose to add a company name to the table, CTS will first search the table based on a segment of the company name selected by the user. This is an attempt to eliminate duplicate entries. ONLY COMPANIES WHICH ARE ADDED TO THE DATABASE CAN HAVE INDUSTRIES ASSIGNED TO THEM. Rating:* Account classification - 'AAA', 'D2', or you may use Standard & Poor's or Moody's ratings if you wish. Mailings: These are the one-letter codes which users can use to determine which categories of mailings the customer should receive. Since these may change, press F1 when you are in this field to see what the current codes are. Note: Any brief note. Last Contact:* The last date for a meeting with this customer. Page 4-8 Work/FAX/Home #: You need not enter the dashes of the phone numbers - the program displays but does not store them. Street Address: Two lines of address are allowed. City:* The customer's city. State:* You may press to obtain a listing of U.S. states and Canadian provinces. By selecting a state, the State Abbreviation and Country fields are also filled. For foreign customers, enter in their information as best you can. Postal Code/Zip:* Customer's Zip code. Mailing Address: Street, City, State, Country, and Zip will default to the Street address during entry, and can then be directly changed if necessary. This completes the basic information normally seen on the Display Screen. Spouse/Dates ÄÄÄÄÄÄÄÄÄÄÄÄ Next, the program prompts you for any personal information about the customer you may wish to enter. [This information is available from the Display Screen by pressing ] þ Spouse Last Name (Defaults to Customer last name) þ Spouse First Name þ Spouse Middle Name þ Customer Birthday þ Spouse Birthday þ Customer Anniversary. When finished with the customer, the program asks if the information is correct. If you answer 'N', the program asks if you wish to abort the process and return to the display screen. If you answer 'Y', all data for this particular customer entry will be deleted. If you answer 'N' to the abort question, you are returned to the top of the screen and given the opportunity to modify the information you entered previously. If you are satisfied with the data, the program asks if you wish to assign children to this customer. Answering 'N' will return you to the Display Screen. Page 4-9 ß Adding/Editing Children To add children to a selected customer you can either go to this screen directly after inputting a customer, or from the Display Menu - Data Add Children option. From the Display Screen, press +D to activate the Display Menu, Data options list, and select the Add Children option by using the cursor keys to highlight the desired option and . ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± 5:40:35 pm ÉÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºSex: M ³First Name:George M.I.: ³Title: º ºM/M: Rev.³ Last Name:Anastos ³ Dept: º ÌÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ º Company: ³ Work Phone: ( ) - º ºIndustry: Rating: Mailings: C ³ FAX Number: ( ) - º º Note: ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍChildren for this PersonÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ) - º ÌÍÍÍÍÍÍÍÍÍÍÍͺ Last Name: Birthday / / ºÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: º First Name: º º º ºMiddle Name: ÚÄÄÄÄGeneral CommentsÄÄÄÄÄ¿ º º ÈÍÍÍÍÍÍÍÍÍÍÍͺ ³ ³ ºÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍLast Nameº < Next > ³ ³ ºÍÑST» º º ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ º ³ º º º º ³ º º º < Add > < Edit > ® Save ¯ < Exit > º ³ º º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍF10:Save :ExitÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:FRIEND Total Records: 66 Index: LNAME MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu ß -letter Figure 5 Children Window ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Children have four fields to enter: Last Name (defaults to parent last name), First Name, Middle Name, and birthday. Children also have two lines for comments. "Add" will allow entry of a child's data. "Edit" will allow editing of currently displayed child. "Save" will save the child to disk. "Delete" will delete currently displayed child "Exit" will leave the child window WITHOUT SAVING A CHILD CURRENTLY BEING EDITED OR ADDED. Page 4-10 From the display screen, children's names and birthdays can be viewed by pressing +C. (A reminder for this function is included in the Data Menu Pad as an option.) If children have been assigned to that customer, '*C' will appear in the space below the Middle Initial on the Display Screen. Page 4-11 ß Adding Other Business Information Additional modules can be purchased for different business needs. These input and reporting segments include: þ Advanced Sales þ Transportation Industry Separate database for Commodity tracking. sales tracking. Travel Expenses Maintenance scheduling. þ Financial Industry þ Real Estate Ticker Symbols Under development. Stock tables for monitoring prices. þ Public Utility þ Retailing and Distribution Under development. Under development. þ Natural Resources þ Telecommunications Under development. Under development. Special orders for your particular business needs can also be accommodated, as well as site licenses, source code escrow arrangements, and other tailored responses. The developer can be reached via CompuServe ID 70153,2207 Page 4-12 Locating and Changing Information ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ Selecting Customers ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ When you have entered more than one customer, the ®Customer Detail¯ portion of the Display Screen will show details of the customer name highlighted in the ®Customer List¯ portion of the Display Screen. The following keys may be used to position the highlight bar on the desired customer: up,down 1 line up or down; , 1 screen up or down; , Top or bottom of customer list. A-Z 1st letter of index key field: [See "Viewing Information" section] Depending on the index selected customers are sorted by name, company name, city, or other methods. The letter will select the first customer whose name, company, city ... matches the current index. Pressing the same letter will cycle the highlight bar through all customers whose first letter matches the index. Example: if index on Company + Name, 'W' will cycle through Westinghouse, Weyerhaueser, Woolworth, etc. The key is also available as a "Super Search" key. This allows users to search the currently indexed field for ANY text string, not just the first few letters. For example, if the index is set to "Company", pressing and typing "Tech" will find any company with those four letters anywhere in its name. Page 4-13 Editing Information ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Pressing the key from the Display Menu will allow the user to edit the customer information of the highlighted customer (selected as described in the previous section and shown in the Customer List segment of the Display Screen) directly from the Display Screen. The MODE: indicator in the bottom section of the screen will change from "DISPLAY" to "EDIT", and the cursor will be positioned in the "Last Name:" field of the Display Screen. The method and sequence of editing fields is exactly as described in the "Adding Customers" section above. When the last field has been entered, the MODE: indicator will return to "DISPLAY". Pressing will return the display mode to "DISPLAY" and restore the information previously associated with the customer. Pressing a second time while in EDIT mode will call up a popup menu for the Company and State fields only. The user may select an option from the popup, or press to input a new value. Previous versions of CTS used F2 to select specific fields to edit, avoiding ing through fields to edit one in particular. By removing the previous versions' automatic popups, using has become less onerous. If the user has a mouse, simply clicking on the desired editing field will place the cursor in that field. Version 1.5 added a mailing address section. If the screen is displaying the mailing address, the mailing address portion will be edited the same as when entering a customer name. If the display screen is not the MAIL SCREEN selection (see the Utilities section), after the street address has been updated a question will flash on the screen asking if the user wishes to update the mailing address as well. The current mailing address will appear in a window. A "Yes" response will activate the window containing the mailing address, which will then default to the most recently entered street address. IF YOU WISH TO LEAVE THE MAILING ADDRESS AS IT IS, ANSWER "NO". A "No" response will leave the mailing address with the old (or blank) information. See the "Adding Customers" section for field descriptions and lists of keystrokes for editing these fields. Page 4-14 Customer Changes ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ Changes to related customer information (i.e. information not displayed on the main screen) can be accessed through the Data Menu Pad by pressing +D. A list of choices will appear. Figure 6 illustrates these options with the "Special Functions" option already chosen. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 12:20:27 pm ÉÍÍÍÍÍÍÍÍÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºSex: ³ Add Person/Contact CTRL+INS ³ ³Title: º ºM/M: ³ Delete Person/Contact CTRL+DEL ³ ³ Dept: º ÌÍÍÍÍÍÍÍÍÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ÍÍÍÍÏÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ º Company³ Add/Edit Children ³ ³ Work Phone: º ºIndustry³ List Children ALT+C ³ ³ FAX Number: º º Note:ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ ³ Home Phone: ( ) - º ÌÍÍÍÍÍÍÍͳ Modify Company Data ³ÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet:SÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ÚÄÄÄÄÄChange data in CTSÄÄÄÄÄ¿ º º 1³ Special Functions ³³ Copy Person/Contact CTRL+K ³ º ÈÍÍÍÍÍÍÍÍÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ³ Move Person/Contact ³ÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍCompanyÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍLasÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ º ³ ³ Special Mailing ³ º ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:BUSNES Total Records: 150 Index: COMPANY MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu Copy this person to the same or a different file Figure 6 Edit Data Menu Options ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Users may copy customer information within the same file or to another file (see "Creating and Using Multiple Files" below), change child or company information, or delete a customer. These actions take place on the customer selected and highlighted in the Customer List segment of the Display Screen. Page 4-15 Editing Companies ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Selecting the "Modify Company Data" option from the "Data" popup will allow the user to alter company names (if already in CTS) and associated industry information. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± 12:11:25 pm ÉÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºSex: ³First Name: M.I.: ³Title: º ºÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄCompany DataÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ º ̳Original Company: Existing Company Listing: ³Í¹ º³ÛÛÛÛÛÛÛÛÛÛÛÛÛ ÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄܳ º º³Û Û³ 20th Century Industries ³ º º³Û Û³ 3M ³ º ̳ÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛÛ³ A.H. Robins Co. ۳͹ º³Currently Listed Company: ³ A.M. Express Û³ º º³ÚÄÄÄÄÄÄÄÄÄÄÄÄFIN ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿³ AAMP of America Û³ º ȳ³20th Century Industries ³³ Abacus ۳ͼ ɳ³ ³³ Abacus Technology Û³ º³ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ³ ABB Asea Brown Boveri Û³ º³ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ³ Abbey National Plc. Û³ º³º< Add to Listing >º ³ Abbott Laboratories Û³ º³º< Replace from Listing >º ³ Access Enterprises Û³ º³ºº®Done¯³ Accountants Microsystems, Inc. Û³ º³ºº ³ Ace Hardware ³ º³ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄß³ ºÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:DOCUMENT Total Records: 0 Index: COMPANY MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu ß -letter Figure 7 Company Data ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± When this screen is called from the "Data" menu pad, the company and industry from the current person/contact is placed into the upper-left portion of the screen. The matching (or nearest) company name from the company table is placed in the box directly below the imported company name. THIS REGION CANNOT BE EDITED. Users have the option to Add the current (or edited) company in the top left box to the company table; to replace the current company with the selected item from the company (using the list of companies at the right to select the replacement); to change a listed company to the values listed in the top box; or to delete a company name from both the company table and all databases. These options are selected with the buttons in the lower-left portion of the company edit screen. Page 4-16 Edit Children ÄÄÄÄÄÄÄÄÄÄÄÄÄ Selecting the "Add/Edit Children" option from the "Data" menu pad allows the user to alter or delete a child from the related record. This screen functions exactly as described in Figure 5 on Page 4-10. Copying/Moving Customers ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Copy Person/Contact ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Selecting this option from the Special Functions popup of the "Data" menu pad will cause a new record to be added to the file chosen. The user selects whether to copy to the same file or to a different file. If a different file is desired, a window containing file names will appear and the user may select one of the choices (except the current file). When copied to a different file, the function will duplicate the currently selected record in all information. When copied to the same file it will duplicate everything except for the customer last name which will be preceded by "xxx" in order to differentiate the new record and to remind the user to edit the record (see Editing Customers above) as soon as possible. Comments and directions are not copied since they are assumed to be unique to an individual. All related data (i.e. children, any advanced module information) which has been entered into the system will also be copied to the new record. Move Person/Contact ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Selecting this option from the "Change data in CTS" menu popup will move the highlighted record to a different file. A window containing file names will appear and the user may select one of the choices (except the current file). The difference between this option and the one above is that the highlighted customer will be deleted from the current file after it has been copied to the new file. (If the user has entered customer data with the Advanced Screen which is not displayed as part of the Standard Screen, that data will also be copied to the new record.) Special Mailings ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Mailing codes handle ordinary types of mailings such as brochures and other planned information. However, there may be occasions when users have an opportunity to market a special product or service. Selecting this option allows the user to identify specific customers to receive mailings. þ Press -D to call up the Display Menu Data Options. þ Select the "Edit Data" option from the Data Menu Pad. Page 4-17 þ Select the "Special Mailing" option from the "Change data in CTS" menu popup. [See Figure 6 on page Page 4-15] First, the program will ask whether the user wants to erase previous markings. If the new mailing utilizes many of the same customers, this may save some work by leaving previous selections, and vice versa. The program will then display a screen with an alert window in the center of the screen stating the keys to be used to toggle customers. The same customer selection keys may be used: up,down 1 line up or down; , 1 screen up or down; , Top or bottom of customer list. A-Z 1st letter of index key field: Mailing keys: Toggle special mailing selection. When this is pressed for a customer without a mailing, the toggle sign 'þþþ' appears to the right of the State indicator in the Customer List section of the Display Screen. Pressing it again will remove the symbol. All customers showing the toggle sign will receive the special mailings. Finish special mailing selection. When finished, the screen will revert back to the Advanced Display Screen. Page 4-18 Deleting Information ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Deleting related data from CTS can be done from the Data Menu Pad. Select the Data Menu Pad by pressing +D. Person/Contact ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Selecting this option from the "Data" menu pad will delete the currently highlighted customer record in the current file only. THERE IS NO WAY TO RECALL A DELETED RECORD - USE THIS OPTION CAREFULLY! ONLY INFORMATION SPECIFICALLY RELATED TO THIS INDIVIDUAL WILL BE DELETED. COMPANY INFORMATION WILL BE RETAINED. Company ÄÄÄÄÄÄÄ Selecting the "Modify Company Data" option from the "Data" menu pad will delete the company and related industry information from the *company* list ONLY. IF ANY INDIVIDUAL NAMES ARE ASSOCIATED WITH THAT COMPANY THE NAMES WILL REMAIN - ONLY THE COMPANY FIELD WILL BE ERASED. This is because individuals may reappear working for other companies, and users may wish to keep accumulated information about that person. To delete an individual's information, use the previous option. Children ÄÄÄÄÄÄÄÄ Selecting the "Add/Edit Child" option from the "Data" menu pad will allow editing and/or deletion of any children for that particular contact. Page 4-19 Displaying Specific Information ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ NOTE: Windows discussed here cannot coexist on the screen. If one set of windows is displayed and the option for the other set is pressed, the existing set of windows will be removed. The data is not lost - only the display is changed. Pressing activates a popup list which provides a list of other function keys and their associated windows. It is not necessary to have the window displayed in order to access the other options. [See Figure 8] Page 4-20 ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 11:15:50 am ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º Company: ³ Work Phone: ( ) - º ºIndustry: Rating: Mailings: ³ FAX Number: ( ) - º º Note: Last Contact: / / ³ Home Phone: ( ) - º ÌÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºSex: ³First Name: M.I.: ³Title: º ºM/M: ³ Last Name: ³ Dept: º ÌÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: ³City: ST: º º ³Ctry: Zip: º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍCompanyÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍLast NameÍÍÍÍÍÍFirst NameÍÍÍÑST» º ³ ³ º º ³ ³ º ºAetna Life & Casualty Co. ³ ³FLº ºAI Corp. ³ ³CAº ºAI Corp. ³ ÚÄÄÄFunction KeysÄÄÄ¿ ºAlaska Groundfish Data Bank ³ ³ ³ Super Search³ ºAmerican Games ³ ³ ³ To-Do List ³ ºAMICA Mutual Insurance Co. ³ ³ ³ Comments ³ ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͳ ³ Directions ³ Current File:BUSNES Total Records: 151 Index: COMP³ ³ Spouse/Dates³PLAY Help Edit Refresh Screen Key Help ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ß -letter Figure 8 Key Function Display ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± The Customer List portion of the Advanced Display Screen will not be visible until the personal information windows are removed using . To edit personal information of customers, see the next section for key commands. Spouse ÄÄÄÄÄÄ Pressing will display the spousal information associated with a customer - spouse name and important dates. Comments ÄÄÄÄÄÄÄÄ Pressing will reveal a choice for the Comments field Comments can be tied to an individual name ("Contact") or to a company ("Company"). Comments for a company can be created, viewed, or edited while viewing ANY contact name assigned to that company. Comments for the individual contact can only be viewed or edited while viewing that individual. If the company has not been added to the database yet, the user has the option to do so in order to initially store comments. Company-wide comments are reported with the "Company Profile" Print option, while comments for individuals are reported with the "Contact Profile" Print option. See the discussion in the "Entering Data" section for valid keys and Page 4-21 editing/search abilities. Pressing -W to save or to abort will remove the comment window. TO USE THIS OPTION, A COMPANY AND INDUSTRY *MUST* HAVE BEEN ADDED TO THE COMPANY TABLE. IF THE PERSON HAS NOT BEEN ASSIGNED A COMPANY, AN ERROR MESSAGE WILL APPEAR. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 11:15:58 am ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º Company: ³ Work Phone: ( ) - º ºIndustry: Rating: Mailings: ³ FAX Number: ( ) - º º Note: Last Contact: / / ³ Home Phone: ( ) - º ÌÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºSex: M ³First NamÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ»le: º ºM/M: Mr. ³ Last NamºCOMMENTS: Ctrl- to zoom ºpt: º ÌÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍͺClick or Ctrl-W when completeºÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: º to Abort without updateº ST: º º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Zip: º ÈÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄContact CommentsÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÍÍÍÍͼ ɳ ³ º³ ³ º³ ³ º³ ³ º³ ³ º³ ³Ä¿ º³ ³h³ º³ ³ ³ º³ ³ ³ ÈÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ-W to save, to ExitÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ³ Current File:BUSNES Total Records: 151 Index: COMP³ ³ Spouse/Dates³PLAY Help Edit Refresh Screen Key Help ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ß -letter Figure 9 Comments Screen ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Page 4-22 Directions ÄÄÄÄÄÄÄÄÄÄ Pressing will reveal the Directions window. The same search/editing keys as used in the Comments window will work the same for Directions. Pressing will remove the Directions window. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 11:16:36 am ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º Company: ³ Work Phone: ( ) - º ºIndustry: Rating: Mailings: ³ FAX Number: ( ) - º º Note: Last Contact: / / ³ Home Phone: ( ) - º ÌÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºSex: M ³First NamÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ»le: º ºM/M: Mr. ³ Last NamºDIRECTION: Ctrl- to zoomºpt: º ÌÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍͺClick or Ctrl-W when completeºÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: º to Abort without updateº ST: º º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ Zip: º ÈÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄStreet DirectionsÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÍÍÍÍͼ ɳ ³ º³ ³ º³ ³ º³ ³ º³ ³ º³ ³Ä¿ º³ ³h³ º³ ³ ³ º³ ³ ³ ÈÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ-W to save, to ExitÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ³ Current File:BUSNES Total Records: 151 Index: COMP³ ³ Spouse/Dates³PLAY Help Edit Refresh Screen Key Help ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ß -letter Figure 10 Directions window ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Children ÄÄÄÄÄÄÄÄ If children have been entered for the selected customer, '*C' will appear below the 'M.I.' field (Middle Initial). Pressing -C will display the popup list of children's names. Pressing will remove the window. If no children have been assigned, the various children's listings on the Data Menu will be disabled. Page 4-23 To-Do List ÄÄÄÄÄÄÄÄÄÄ Pressing will display the To-Do list window. This window allows the user to maintain a prioritized list of tasks. A smaller window also appears in the lower-right corner of the screen showing what keys can be used to add, edit, mark as complete, or delete an item. Dates for start and completion of tasks are assigned automatically, but can be altered if desired. Entering a task sets the start date to the current date. Marking a task as completed sets the finish date to the current date. Only one line of text is allowed per to-do item. Priority can be either numeric or alphabetical, or a combination (e.g. A1). After the user saves the information with the +W key combination the list is sorted by priority/rank prior to being recalled. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± 11:17:01 am ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º Company: ³ Work Phone: ( ) - º ºIndÚÄÄÄÄÄÄÄÄÄÄÄÄÄTo-Do Listing þþþ ['í' symbol = completed]ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ º º ³ ?³Rank³Description of Task ³Begin Date³End Date³ ³ º ÌÍÍͳÍÍØÍÍÍÍØÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍØÍÍÍÍÍÍÍÍÍÍØÍÍÍÍÍÍÍÍØÍͳÍ͹ ºSex³ ³ ³ ³ ³ ³ ³ º ºM/M³ ³ ³ ³ ³ ³ ³ º ÌÍÍͳ ³ ³ ³ ³ ³ ³Í͹ ºStr³ ³ ³ ³ ³ ³ ³ º º ³ ³ ³ ³ ³ ³ ³ º ÈÍÍͳ ³ ³ ³ ³ ³ ³Íͼ ÉÍÍͳ ³ ³ ³ ³ ³ ³ º ³ ³ ³ ³ ³ ³ ³ º ÀÄÄÄÄÄÄÄÄÄÄÄÄCursor keys, , or to select fieldsÄÄÄÄÄÄÄÄÄÄÄÄÙ ºAetna Life & Casualty Co. ³ ³FLº ºAI Corp. ³ ÚÄÄÄÄÄÄÄÄFunction KeysÄÄÄÄÄÄÄÄÄ¿ ºAI Corp. ³ ³-N ³ Add record ³ ºAlaska Groundfish Data Bank ³ ³-W ³ Finish and Save ³ ºAmerican Games ³ ³-T ³ Toggle for Deletion³ ºAMICA Mutual Insurance Co. ³ ³-K ³ Toggle Completed ³ ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍͳ ³ Abort ³ Current File:BUSNES Total Records: 151 IndeÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ Help Edit Refresh Screen Key Help Ü Menu ß -letter Figure 11 To-Do List ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Page 4-24 ß Displaying Other Business Information Additional modules can be purchased for different business needs. These input and reporting segments include: þ Advanced Sales þ Transportation Industry Separate database for Commodity tracking. sales tracking. Travel Expenses Maintenance scheduling. þ Financial Industry þ Real Estate Ticker Symbols Under development. Stock tables for monitoring prices. þ Public Utility þ Retailing and Distribution Under development. Under development. þ Natural Resources þ Telecommunications Under development. Under development. Special orders for your particular business needs can also be accommodated, as well as site licenses, source code escrow arrangements, and other tailored responses. The developer can be reached via CompuServe ID 70153,2207 Page 4-25 Viewing Information ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ Press the +V key to access the "View" Menu Pad from the Display Screen. The options for this choice will be displayed. Alternatively, by itself will highlight the menu pad options, allowing the user to select the desired option with the cursor keys and pressing . ß Sorting Data Select the "Sort Order" option from the "View" menu pad, and the list of choices will appear. NOTE: A SORT will order all data in the existing file according to the index. All menu choices normally available remain active. A FILTER will display only the data matching the criteria the user specifies for the filter. Other data remains in the database, but is inaccessible until the filter is removed (using the "Remove Filter" option on the Sort Menu Pad). ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 11:17:25 am ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÚÄÄÄÄÄÄÄSort OrderÄÄÄÄÄÄÄ¿ÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º Company: ³ Sort Order ³³ Name + Company ³ ( ) - º ºIndustry: Ra³ Filter ³³ Company + Name ³ ( ) - º º Note: ³ Frequency Listing ³³ Industry + Company ³ ( ) - º ÌÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´³ City + Company ³ÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºSex: ³First N³ Remove Filter ³³ State + Company ³ º ºM/M: ³ Last NÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ³ Contact Date + Company ³ º ÌÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍѳ Zip + Company ³ÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: ³³ Rating + Company ³ º º ³³ Title + City ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍCompanyÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍLast NameÍÍÍÍÍÍFirst NameÍÍÍÑST» º ³ ³ º º ³ ³ º ºAetna Life & Casualty Co. ³ ³FLº ºAI Corp. ³ ³CAº ºAI Corp. ³ ³CAº ºAlaska Groundfish Data Bank ³ ³AKº ºAmerican Games ³ ³WAº ºAMICA Mutual Insurance Co. ³ ³WAº ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:BUSNES Total Records: 151 Index: COMPANY MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu Change the order in which entries are displayed Figure 12 Sort Options ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Page 4-26 Users may sort their data according to nine index keys: the A-Z code shows whether pressing the alpha keys will work with the index to accurately locate customers. Name + Company A-Z Orders customers by last name, then company name. Company + Name A-Z Orders customers by company name, then last name. Industry A-Z Orders by Industry, then company name. City+Company A-Z Orders customers by city, then company name. State+Company A-Z Orders customers by state, then customer name. Contact Date + Comp. Orders customers by date, then company. Zip + Company 0-9 Orders customers by zip (postal code) + Company. Rating + Company A-Z Orders customers by classification, then company name. Title + City A-Z Orders customers by title, then city. These sorting indexes may be selected or changed at any time while in DISPLAY mode from the Display Screen. Additional sort indexes may be requested by users from the fields listed on the Title Screen for inclusion in future releases. þ Filtering Data Users may specify from a selection of fields in the database which matching records will be shown. Printing options will maintain the filter, but DATA and FILE options (called from those menu pads respectively) will remove the filter. From the "View" Menu Pad, select the "Filter" option. The following choices will appear: Mailings Display only those records with mailings matching the criteria; User-defined The user may specify from a limited list of fields in the database which fields will be involved in the filter. Page 4-27 ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± 11:17:51 am ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º Company: ³ Work Phone: ( ) - º ºIndustry:ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿( ) - º º Note: ³Item ³Symbol³ ³( ) - º ÌÍÍÍÍÍÍÍÍͳ(Field) ³ =#<> ³ Value ³ÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºSex: ³ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÅÄÄÄÄÄÄÅÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ³ º ºM/M: ³ ³ º ÌÍÍÍÍÍÍÍÍͳ[ ] 2nd Filter .AND. ³ÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: ³ ³ º º ³ ® GO ¯ ³ º ÈÍÍÍÍÍÍÍÍÍÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿NameÍÍÍÍÍÍFirst NameÍÍÍÑST» º ³CITY ³ ³ º º ³COMPANY ³ ³ º ºAetna Lif³COUNTRY ³ ³FLº ºAI Corp. ³DEPT ³ ³CAº ºAI Corp. ³DIV_DIR ³ ³CAº ºAlaska Gr³FAXPHONE ³ ³AKº ºAmerican ³HOMEPHONE ³ ³WAº ºAMICA MutÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ³WAº ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:BUSNES Total Records: 151 Index: COMPANY MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu ß -letter Figure 13 Filter Data Options ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± The user is permitted a multiple filter - i.e. one that includes two conditions, joined by a logical AND or OR. Thus, if a user wished to display only those customers who had Mailing Code 'A' AND who were located in the state of Illinois, that user could specify those conditions. The popup list contains the list of choices the user is allowed to make. To activate the second condition choice, place an "X" in the "2nd Filter" check box by highlighting the option with the cursor or keys and pressing . Once the filter has been assigned, the "MODE" indicator on the lower right of the main screen will change to "FILTER" indicating that a filter is in operation. Filters are not cumulative. That is, if a filter is in effect and the user attempts to filter the information again before a reset, only the second filter will be in operation. However, the first filter is still in effect during the selection, so records not matching the old filter but matching the new one will not be displayed. Always use "Remove Filter" before creating another filter. Page 4-28 þ Frequency Listing The user may select a field (such as STATE) and discover how many times each entry in that field appears within a file. For example, if the user selects INDUSTRY as the field, a window will appear showing the number of times each industry is represented in the file. Blank fields will be counted as blanks. The list which appears in the window may be printed if desired. This option uses SQL commands - in general, this means that if RAM memory is limited on the user's machine this option will not run. þ Remove Filter Removes any existing filters and resets the database to display ALL records. Page 4-29 Printing Information ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ Users have a limited ability to perform some printing tasks on customer data. The Print Options can be called up by pressing -P to activate the Advanced Display Menu Print Options. USERS MUST SELECT THE "DEFAULT PRINTER" OPTION FROM THE "UTILS" MENU PAD, "Default Settings" OPTION BEFORE PRINTING ANY REPORTS. þ Setting Printers Default Printer ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ A small selection of printer models is available. The user MUST select this option before attempting any printing, otherwise the output will not be correctly formatted. See the on-line help topic "Printing" for more information. This option is also available in the "Utils" menu pad under the "Default Settings option". Printers included in the list have been selected for their ability to handle a software-supplied change from portrait to landscape mode, since several reports require this change. If users have printers that are not listed but can accept these software commands, please send the escape sequences to the developer. Eject Page ÄÄÄÄÄÄÄÄÄÄ Will eject a page to the next page break in any printer. Page 4-30 ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ Printing to Files ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ 1. In order to print reports to a file, the user must choose the "File" port option when selecting a default printer. This must be done before printing any reports. Also, be sure that the selected printer matches the type of printer which will eventually be used to print the report. 2. When selecting an option to print, a window will appear asking the user to specify a drive and file name for the report. The 'A' drive is usually a laptop's floppy disk drive: 'C' is usually the hard disk. Any file name the user chooses is sufficient, but if the file already exists it will be overwritten. MAKE SURE A FLOPPY DISK WITH ENOUGH STORAGE IS IN THE FLOPPY DRIVE! 3. After the report has finished printing, take the floppy to the destination printer. With the disk in drive A:, at the DOS prompt type: PRINT A:xxx where xxx is the file name the user selected. You may see a message asking about the print or default device [PRN]: simply press to continue. Page 4-31 þ Changing Form Letter and Postcard Text Choose the "Edit Letters" option from the "View" menu pad. Form Letter Edit ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ This option permits the creation or editing of a form letter. A form letter will contain the text of the message (entered by the user as part of this option) with the header (name, address etc.) supplied from the database. The user must be sure to enter only the text of the letter (not the header or salutation) and the complimentary close (e.g. Sincerely, Very truly yours, etc.). The window in which text is entered is identical to Comments and Directions in the way it handles text entry. Since CTS is not a word processor, no attempt has been made to provide sophisticated text handling features. The form letter is a basic ASCII text file which is useful for notifications or other impersonal business correspondence or mass mailings. If there is sufficient interest in improving the functionality of this feature, future versions might incorporate user suggestions. Postcard Message Edit ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Creates or changes the message which can be printed onto postcards (see "Printing" section above). The entry screen is similar to the Form Letter Edit screen. Page 4-32 þ Mailings Choose the "Mailings" option from the "View" menu pad by pressing "M" or using the cursor keys to highlight the option then pressing . ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 5:28:09 pm ÚÄÄÄÄÄÄÄÄÄMailing OptionsÄÄÄÄÄÄÄÄÄ¿ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ³ Addresses-Env./Labels/Postcards ³gs ³e: º ³ Postcard Messages ³t Information ³t: º ³ Form Letter ³Printing ³ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ³ Single Envelope ³ntation ³ Work Phone: ( ) - º ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙetters ³ FAX Number: ( ) - º º Note: ³ Custom Reports/Labels ³ Home Phone: ( ) - º ÌÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: ³ PRINTER FUNCTIONS ³ ST:Massachusett MA º º ³ Default Printer ³ Zip:01342- º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͳ Eject Page ³ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍLast NameÍÍÍÍÍÍFirst NaÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙnyÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑST» º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:FRIEND Total Records: 78 Index: LNAME MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu Place addresses on envelopes, labels, or postcards Figure 14 Mailing Options Menu ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Page 4-33 Addresses-Env./Labels/Postcards ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Users can print out address of customers from the current file on envelopes (regular, legal, or other size), labels or postcards. [See Figure 15] ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± 11:18:42 am ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º Company: ³ Work Phone: ( ) - º ºIndustry: Rating: Mailings: ³ FAX Number: ( ) - º º NÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ to Address Printing OptionsÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ - º ÌÍÍÍͳ Print for: Style: Address: ³ÍÍÍÍÍ͹ ºSex:³ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÂÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ º ºM/M:³³ (é) Legal Envelope³ ³[ ] Include Spouse ³(é) Mailing ³ ³ º ÌÍÍÍͳ³ ( ) Other Envelope³ ³[ ] Only Spouse ³( ) Street ³ ³ÍÍÍÍÍ͹ ºStre³³ ( ) Postcard ³ ³[X] Formal ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ ³ º º ³³ ( ) Labels ³ ³Mr. John J. Doe ³ ³ º ÈÍÍÍͳÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ³ÍÍÍÍÍͼ ÉÍÍÍͳOther Env. Size: Fonts: Label Options: ³ º ³ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ÚÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ º ³³Height (in.) 0.00³ ³(é) Courier 10 cpi ³ ³# Rows: 5³ ³ ºAetn³³Width (in.) 0.00³ ³( ) Courier 12 cpi ³ ³# Cols: 2³ ³ ºAI C³ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ³( ) Line Printer 16 cpi³ ³# Spaces: 2³ ³ ºAI C³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ÀÄÄÄÄÄÄÄÄÄÄÄÄÙ ³ ºAlas³[ ] Verify Return Address [ ] Use Special Mailings ³ ºAmer³[ ] Verify Default Printer ³ ºAMIC³ ® OK ¯ ³ ÈÍÍÍÍÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄOK: -Enter Cancel: ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ Current File:BUSNES Total Records: 151 Index: COMPANY MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu ß -letter Figure 15 Print Options Window ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± To use this window: 1) Users will first select the type of printing - envelopes, postcards, or labels. If "Other Envelope" is selected, the box labelled "Other Env. Size:" will be activated and the height and width in inches will be sought. If "Labels" is selected, the "Label Options:" and "Fonts:" boxes will be activated allowing selection of rows, columns, and fonts for the labels. 2) Style determines whether the spouse's name (if any) will be included in the address, if ONLY the spouse's name is desired, and whether to Page 4-34 place the salutation with the name. The text below the "[ ] Formal" selection demonstrates the appearance of the name for each selection. 3) Verify return address allows the user the chance to change the return address which will appear on envelopes. 4) Verify default printer allows the user to change the type of printer. For envelope and postcard printing: ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ The screen will then display the current customer name in the default format. The user has the option to print the name and address, edit them, skip, or move back to a previous name. Keys are: Print the name and move forward one customer Edit the name and address Quit Quit Move forward (according to the current index) one customer Move back one customer A-Z Find a customer (according to the current index) Envelopes ÄÄÄÄÄÄÄÄÄ Note that on an HP Laserjet printer, envelopes should be fed into the document tray address side upward with the short (stamp) side first into the tray, using the centering guides. Postcards ÄÄÄÄÄÄÄÄÄ Postcards will also print by using the centering guides on the HP Laserjet paper tray, but may not be long enough to be fed into the machine. If this happens, print a sample address onto a regular sheet of paper and lightly tape or glue subsequent postcards on top of the printed address, running the same sheet of paper through the printer until finished. Labels ÄÄÄÄÄÄ Label printing is designed for common sizes of Avery Dennison labels, but for true label printing users may wish to purchase an add-on product which will allow for different fonts, graphics, and other features to be placed on the labels. Such add-on products are very inexpensive and work directly with existing file structures (.DBF). MLPRINT.ZIP is also available from the PC Magazine Utilities forum (GO ZNT:UTILFORUM on CompuServe). Postcard Messages ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Page 4-35 Messages created in the "Postcard Message Edit" option of Utilities (see next section) can be printed out on postcards (or any printing surface the size of a postcard). Users are given the option of editing this message before printing. Once printing starts, the following keys may be used to control the process: P Print the name and move forward one customer Quit Quit Move forward (according to the current index) one customer Move back one customer Note that customer names and addresses are shown on the screen during printing. This is simply to keep track of how many postcard messages have been printed: the messages are identical for each printing and have no relation to the customers. Form Letter ÄÄÄÄÄÄÄÄÄÄÄ Form letters are created from the "View" - Edit Letter option (see prior section). Form letters have the same text and closing for all customers, but the heading will print for the current customer name and address. One letter is printed at a time. Faxing Form Letters If the user's PC or laptop is equipped with a fax board, he/she may use it to fax the form letter (or any other printing for that matter) to another fax machine. If you are equipped with such a board, consult your user manual for help on which printer and port (usually LPT3) to select from the Default Printer option of this menu pad. Single Envelope ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ This option prints out one envelope with the address for the currently selected customer. See the section above for selecting mailing options. Page 4-36 þ Account Information Account reports are accessed from the Print menu pad. [See Figure 16] ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 5:28:36 pm ÉÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºSex: ³First Name: ³ Mailings ³ÚÄÄAccount OptionsÄÄ¿ º ºM/M: ³ Last Name: ³ Account Information ³³ Account Profile ³ º ÌÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͳ Other Printing ³³ Contact Profile ³ÍÍÍÍÍ͹ º Company: ³ Documentation ³³ File Address List ³ - º ºIndustry: Rating: ³ Edit Letters ³³ Comments ³ - º º Note: ³ Custom Reports/Labels ³³ Directions ³ - º ÌÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙÍÍÍÍÍ͹ ºStreet: ³ PRINTER FUNCTIONS ³ ST: º º ³ Default Printer ³ Zip: º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͳ Eject Page ³ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍLast NameÍÍÍÍÍÍFirst NaÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙnyÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑST» º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:FRIEND Total Records: 78 Index: LNAME MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu Print all relevant information for company Figure 16 Account Printing Options ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Account Profile ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Complete information about the company to which the currently selected name belongs. Provides street and mailing addresses, list of contact names within the company, company-wide comments... When additional business modules are purchased, information from those modules will generally appear in this report. Contact Profile ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Complete information about the person identified in the current record. Every piece of information, including spouse, birthdays, comments, and directions will be provided. Page 4-37 File Address List ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ This option prints a list of customers including industry, classification, company name, contact name, address, and phone numbers. The listing will appear sorted by whatever CTS has as the current index, and will be limited to any filter which might be in place. Comments ÄÄÄÄÄÄÄÄ This option will print out all comments (assuming they've been entered) for the currently selected customer, giving a choice of company or individual. Directions ÄÄÄÄÄÄÄÄÄÄ This option will print out any directions (assuming they've been entered) for the currently selected customer. Page 4-38 þ Custom Reports and Labels Custom report and label functions are found on the Print Menu Pad. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 7:43:14 am ÉÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºSex: ³First Name: ³ Mailings ³e: º ºM/M: ³ Last Name: ³ Account Information ³t: º ÌÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͳ Other Printing ³ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ º Company: ³ Documentation ³ Work Phone: ( ) - º ºIndustry: Rating: ³ Edit Letters ³ÚÄÄCustom Reports/LabelsÄÄ¿º º Note: ³ Custom Reports/Labels ³³ Create Report ³º ÌÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´³ Labels ³¹ ºStreet: ³ PRINTER FUNCTIONS ³ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´º º ³ Default Printer ³³ Print Reports ³º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͳ Eject Page ³³ Labels ³¼ ÉÍÍÍLast NameÍÍÍÍÍÍFirst NaÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:FRIEND Total Records: 78 Index: LNAME MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu Printing Utilities Figure 17 Print Menu Pad ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Users must obviously create a report before they can print it! Page 4-39 Creating Reports ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ After selecting the "Create Report" option the user will be prompted for either the name of an existing report format, or to press the button to create a new report form. The report screen appears as follows: ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ Report 7:45:20 am þ UNTITLED.FRX ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ð R: 0 C: 0 º Move º Page Header º ³ Page Layout... ³ PgHead ³ Page Preview... ^I ³ PgHead ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ PgHead ³ Data Grouping... ³ PgHead ³ Title/Summary... ³ Detail ± ³ Variables... ³ Detail ± ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ Detail ± ³ Box ^B ³ Detail ± ³ Field... ^F ³ PgFoot ³ Text ^T ³ PgFoot ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ PgFoot ³ Add Line ^N ³ PgFoot ³ Remove Line ^O ³ ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±³ Bring to Front ^G ³± ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±³ Send to Back ^J ³± ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±³ Center ³± ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´± ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±³ Group ³± ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±³ Ungroup ³± ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´± ³ Quick Report... ³ é ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ Figure 18 Report Creation ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± On-line help provides a more comprehensive set of explanations in building a report, so only the minimum usage will be described here. Note the status bar on the window showing row and column of the report, and the "Move" indicator. This indicator will change to "Text" when the user enters text. Enter text: Move the cursor to the desired location. Begin typing. Pressing the key will finish the text and change the status back to "Move". Select data: Press Ctrl+F to get the list of fields (see the "Expression Builder" section below). Page 4-40 Create data group: A data group allows your report to separate, summarize, or otherwise distinguish records sharing characteristics. When the report is printed, the sort order must match the report grouping order. To create a group, select the "Data Grouping" option from the Report menu pad. See on-line help for more details. Select object: Once a field or text item is on the report you may move it by positioning the cursor onto the item and pressing the spacebar or clicking the mouse. The object will be highlighted and will move with the cursor keys (or mouse) to the new location. Report Layout: The option on the Report menu pad will set the report for landscape or portrait mode, and allow other options for the appearance of the report. Page 4-41 Creating Labels ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ After selecting the "Create Label" option the user will be prompted for either the name of an existing label format, or to press the button to create a new label file. The label creation screen appears as follows: ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ Label 7:44:08 am þ CTSLABEL.LBX ÍÍÍÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿Í» : ³ Page Preview... ^I ³ º Remarks 3 1/2" x 15/16" x 3 : ³ Expression... ^E ³ º ÍÍͳ Environment... ^N ³Í¹ Margin Width Number Across Wo³ Style... ^Y ³ º ÃÄ0 ÄÄÄÃÄÄÄÄÄÄÄÄÄÄÄÄÄ30 ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ 3 FA³ Add Alias ³ º  ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ÚÄ HoÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ º H ³ ³mainfile.salut+' '+ALLTRIM(mai³ ³ ÍÍͳ Layout ³Í¹ e ³ ³IIF(EMPTY(mainfile.title),main³ Spaces ³ ³ Save Layout... ³ º i 5 ³IIF(EMPTY(mainfile.title),main³ ÄÄ2 ÄÄ ³ ³ Delete Layout... ³ º g ³ ³IIF(EMPTY(mainfile.title),ALLT³ Between ³ ÍÍÍÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙͼ h ³ ³IIF(EMPTY(mainfile.title),ALLT³ ³ yÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑST» t ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ÀÄ ³ º ³ º 1 Lines Between t ³ º ³ º ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ º ³ ³ ³ º ³ º º ³ ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:FRIEND Total Records: 78 Index: LNAME MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu ß -letter Figure 19 Label Creation Screen ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± A sample label setup is included with CTS, showing a basic layout for labels. Label creation is straightforward. Some common label layouts are provided from the Label menu pad, but the user may modify the layout to fit particular types. When finished creating either a report or label layout, the "Close", "Save", and "Save As" options on the file menu will allow the reports to be saved to whatever name the user wishes. Page 4-42 Building Expressions The expression builder works for reports and labels, and is a convenient way to specify fields required in the report. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Expression 7:44:33 am CTSLABEL.LBX ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º Remarº ÚÄÄÄÄÄÄÄÄÄ· ÚÄÄÄÄÄÄÄÄÄ· ÚÄÄÄÄÄÄÄÄÄ· ÚÄÄÄÄÄÄÄÄÄ· º º º ³ Math º ³ String º ³ Logical º ³ Date º ºÍÍÍÍÍÍÍ͹ Margin º ÔÍÍÍÍÍÍÍÍͼ ÔÍÍÍÍÍÍÍÍͼ ÔÍÍÍÍÍÍÍÍͼ ÔÍÍÍÍÍÍÍÍͼ º - º ÃÄ0 Äĺ Ú Label : ¿ º - º º ³ ³ º - º H ³º ³ ³ ºÍÍÍÍÍÍÍ͹ e ³º ³ ³ ºsett MA º i 5 º ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ º º g ³º Field Names: Database: Variables: ºÍÍÍÍÍÍÍͼ h ³º ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÜ ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ· ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÜ º» t º ³ SEX ³ C ³ MAINFILE º ³ CDATE ³ C ºº º ³ SALUT ³ C ÔÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ³ BELL ³ C ºº º ³ LNAME ³ C Û ³ NOW ³ D Û ºº º ³ FNAME ³ C Û < Verify > ³ CHECK ³ L Û ºº º ³ MIDNAME ³ C Û ³ BX1T2S ³ C Û ºº º ³ W_LNAME ³ C Û ® OK ¯ ³ BX2T1S ³ C Û ºº º ³ W_FNAME ³ C Û ³ BXLINE ³ C Û ºº º º ³ W_MNAME ³ C < Cancel > ³ BX1 ³ C ºº ÈÍÍÍÍÍÍͺ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄß ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄß º¼ Current ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ: DISPLAY Help Edit Refresh Screen Key Help Ü Menu ß -letter Figure 20 Report/Label Expression Builder Screen ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± The on-line help feature has more information about how to build an expression, and what the various Math, String, Logical, and Date functions do. Page 4-43 Printing Reports or Labels ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Please note: If you have used data groupings in your report, the current sort order must match the order of your groupings, otherwise a group may repeat if it recurs later in the database. Printing of these reports is as simple as selecting the menu option to print. A window appears asking the user to select the report (extension .FRX) or label (extension .LBX) to print. Assuming the file is in the correct sort order, CTS will deliver the results to your printer. Page 4-44 þ To-Do List Users may print out a copy of their To-Do list with this option. Select the "Other Printing" option from the "View" menu pad by pressing "O" or highlighting the option with the cursor keys and pressing . Select the "To-Do" option from the list of choices. þ Birthdays Users can print out any customer birthdays, anniversaries, or major holidays for any year. Select the "Other Printing" option from the "Print" menu pad by pressing "O" or highlighting the option with the cursor keys and pressing . Select the "Birthdays" option from the list of choices. Enter the year in which you wish the printout to provide you with the dates. ONLY BIRTHDAY AND ANNIVERSARY DATES WHICH THE USER HAS INPUT WILL BE PROVIDED! þ Documents See Appendix B for a list of documents provided with CTS. The "Documents" option of the "View" menu pad will list those documents which can be printed from within CTS þ Appointment Diary See the Appointment Diary section of the Utilities topic for instructions on how to print a weekly listing from the appointment diary. Page 4-45 ß Utilities Utilities are options provided to the user to make it easier to use the product. To access these options, press -U to activate the Advanced Display Menu, Utilities Options. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 8:34:40 pm ÉÍÍÍÍÍÍÍÍÍÑÍÍÍÚÄÄDEFAULT SETTINGSÄÄ¿ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ºSex: ³Fir³CTS Startup Options ³³ Default Settings ³ º ºM/M: ³ La³Printer ³³ Telephone Functions ³ º ÌÍÍÍÍÍÍÍÍÍÏÍÍͳPassword ³³ Appointment Calendar ³ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ º Company: ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ³ Shareware Message ³hone: ( ) - º ºIndustry: Rating: MailiÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙmber: ( ) - º º Note: Last Contact: / / ³ Home Phone: ( ) - º ÌÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: ³City: ST: º º ³Ctry: Zip: º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍCompanyÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍLast NameÍÍÍÍÍÍFirst NameÍÍÍÑST» º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:SMPL_1 Total Records: 78 Index: COMPANY MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu Choose startup options Figure 21 Utilities Menu Options ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Shareware Message ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ This option provides basic information about the CTS program while the user is in CTS. There are two screens of information which will remain on the screen for 30 seconds apiece. While viewing either screen the user may press "L" to view a copy of the license, or "R" to print out a shareware registration form. Default Settings ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ These change certain values to be the same every time the user starts the program. Page 4-46 Select the "Default Settings" option from the "Utils" menu pad by pressing "D" or using the cursor keys to highlight the option, then pressing . File ÄÄÄÄ Changes the current file and index to be the default file and index, which will be shown when first entering CTS. (See "Creating and Using Multiple Files" in the next section for further information.) Printer ÄÄÄÄÄÄÄ A small selection of printer selections is available. The user MUST select this option before attempting any printing, otherwise the output will not be correctly formatted. See the on-line help topic "Printing" for more information. This option is also available in the "Utils" menu pad under the "Default Settings option". Printers included in the list have been selected for their ability to handle a software-supplied change from portrait to landscape mode, since several reports require this change. If users have printers that are not listed but can accept these software commands, please send the escape sequences to the developer. Password Change ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ This allows a user to password-protect a file. To enter a password, select this option and enter in a password of up to 8 letters. This screen will time out if no key is pressed within 7 seconds, so unless you have entered the password and pressed it will not be stored. Passwords, once set, must be used to change to a file (see the File menu options below), delete a file, append from a file, or re-display the file if the screen has blanked out after 3 minutes. Colors ÄÄÄÄÄÄ This option is more fully covered in the "Entering Defaults" section of the Advanced Display section. Colors options will improve the visibility of various menu and editing options depending on the type of PC and display. User Information ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ This option is more fully covered in the "Entering Defaults" section of the Advanced Display section. This option inputs information about the user to CTS. User Address Edit ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Creates or changes the return address used by the printing options (see "Printing" section above). Up to 3 lines of return address are suggested. Page 4-47 Screen Selection ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Allows the user to select various display methods for displaying information. NAME SCREEN places the customer's name at the top of the display. COMPANY SCREEN places the customer's company information at the top of the display. MAIL SCREEN duplicates the user input screen, making the mailing address visible at all times. þ Telephone Dialing NOTE THAT CTS IS NOT A TERMINAL EMULATOR - YOU CANNOT DIAL INTO COMPUTERS AND EXPECT TO INTERACT WITH THEM. FOR THAT, YOU MUST PURCHASE A SEPARATE SOFTWARE PACKAGE SUCH AS PROCOMM PLUS OR CROSSTALK. What CTS will allow the user to do is dial a telephone number that has been entered into the database so that the user can pick up the telephone after the program has finished dialing. This feature will work only if the user has a modem installed on a SINGLE CHANNEL phone line. Select the "Telephone Functions" option from the "Utils" Menu Pad by pressing "T" or by highlighting the option with the cursor keys and pressing . Modem COM port ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Selects which COM port (1, 2, 3, or 4) to use for the modem. This can usually be determined by looking at the back of your computer and seeing if the port which the modem uses is labelled. Most laptops will use COM1, most desktops COM2. Do not use COM3 or COM4 with DOS versions lower than 5.0, or with a BIOS over 2 years old. Dial Telephone Number ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Hot key -T Allows the computer to dial a telephone number IF the computer is hooked up to the voice line (the user's voice telephone line). Options for which number to dial, and any long-distance or local PBX prefixes will appear. Hang Up Modem ÄÄÄÄÄÄÄÄÄÄÄÄÄ In case your modem is left off-hook, this will issue the command to hang it up. Page 4-48 þ Appointment Diary CTS allows users to keep a rudimentary appointment diary, and to print weekly listings of appointments. This is useful for sales call planning and follow-up. Note that multiple entries into the appointment diary for a single day are listed by the order in which they were scheduled, not by the appointment time. The appointment diary is a free text field with no sort capabilities. Reordering entries by time (or other method) can be done using the text manipulation keys described in previous sections (Shift-cursor, +X, +C, +V). ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ Diary 11:21:17 am þ Calendar/Diary ðÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» January 1993 ³ e: ( ) - º Su Mo Tu We Th Fr Sa³ r: ( ) - º ÄÄÂÄÄÂÄÄÂÄÄÂÄÄÂÄÄÂÄÄ´09:00: George Bush e: ( ) - º ³ ³ ³ ³ ³ 1³ 2³Comp.: Previous Presidents PLC. ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ÄÄÅÄÄÅÄÄÅÄÄÅÄÄÅÄÄÅÄÄ´Phone: (800)555-1010 º 3³ 4³ 5³ 6³ 7³ 8³ 9³Notes: Confirm retirement benefits º ÄÄÅÄÄÅÄÄÅÄÄÅÄÄÅÄÄÅÄÄ´ ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ 10³11³12³13³14³15³16³11:30: Hillary Clinton º ÄÄÅÄÄÅÄÄÅÄÄÅÄÄÅÄÄÅÄÄ´Comp.: Mrs. Field's Cookies º 17³18³19³20³21³22³23³Phone: (200)555-4444 ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÄÄÅÄÄÅÄÄÅÄÄÅÄÄÅÄÄÅÄÄ´Notes: Test cookie recipe meÍÍÍÑST» 24³25³26³27³28³29³30³ ³CAº ÄÄÅÄÄÅÄÄÅÄÄÅÄÄÅÄÄÅÄÄ´ ³NJº 31³ ³ ³ ³ ³ ³ ³ ³NYº ÄÄÁÄÄÁÄÄÁÄÄÁÄÄÁÄÄÁÄÄÁÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ³WAº < é M > < M é > < é Y > < Y é > ³WAº é ³WAº ºNorton Utilities - Symantec ³ ³CAº ºOpthamologist ³ ³CTº ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:BUSNES Total Records: 151 Index: COMPANY MODE:DISPLAY Help Edit Refresh Screen Key Help Ü Menu ß -letter Figure 22 Diary/Appointment Calendar ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Add Appointment ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Hot key -R Will add the currently highlighted customer to the diary/appointment calendar function (see Help+ menu). The first window popup asks the desired date and time of the appointment. The program then inserts the name, company, phone # into the diary and leaves it open. Page 4-49 The user may make notes prior to the meeting or afterward, transferring them to and/or from the Comments window or the Directions window using the text editing features, and print them out as part of the Weekly Listing command mentioned next. Weekly Listing ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Displays a weekly listing of appointments and notes kept in the appointment diary (see Help+ menu section), Can be edited and printed if desired. When exiting, the user will be asked if he/she wishes to save any changes (if they've been made), then whether the user wishes to print the file. Note that for printing, the printer must have been set using the "Default Settings" option of the "Utils" menu pad. Delete Diary Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Will delete all appointment diary entries prior to a selected date. Date select defaults to 30 days prior to current date. Users should use this function frequently to increase free disk space on their computers. The "Diary" menu pad which appears when the diary is visible also allows deletion of entries. See the "Diary/Calendar" on-line help topic. Page 4-50 ß File Maintenance Users may find it convenient to create additional files to further subdivide customer information. For example, rather than sorting through one large file for all information, separate files could delineate customers by: þ Business addresses/Personal addresses þ "A" Customers/"B" Customers ... Certain functions on the Display Menu allow users to create and use multiple customer files. NOTE: All other functions which can be utilized from the Display Screen and Display Menus are applicable to any file created by the user. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 7:42:11 am ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» ³ New ³me: M.I.: ³Title: º ³ Change ³me: ³ Dept: º ³ Append CTS file ³ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ³ Delete ³ ³ Work Phone: ( ) - º ³ Reindex ³ing: Mailings: ³ FAX Number: ( ) - º ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ Last Contact: / / ³ Home Phone: ( ) - º ³ Close ³ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ ³ Save ³ge ³City: ST: º ³ Save As.. ³ ³Ctry: Zip: º ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ³ Export ³First NameÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍCompanyÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑST» ³ Import ³ ³ ³ º ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ ³ ³ º ³ Quit ALT+F4 ³ ³ ³ º ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º º ³ ³ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:FRIEND Total Records: 78 Index: LNAME MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu Create a new file within CTS Figure 23 File Menu Options ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Page 4-51 New ÄÄÄ New files can be created with this option. The user is prompted for a file name for the new file. The name can be no more than eight characters long and must not include any spaces, punctuation, or other ASCII symbols not allowed by DOS. Also, CTS reserves some file names for its own use. These names, and segments of them, should not be used; otherwise, the user risks corrupting or losing his or her data. See Appendix C for the list of prohibited file names. When entering a new name, the program will check for spaces or illegal punctuation. If the name is acceptable, and the users wishes to continue, a new file will be created and the program will change to that file. Since the file is newly created there will be no names in it. To change to a different file, use the "Change" option discussed below. To copy information from one file into the current file, use the "Import .DBF" option discussed below. To make the new file the default file, which is the first one shown upon starting CTS, use the "Change Defaults - File" option of the "Utilities" menu (detailed above). Change ÄÄÄÄÄÄ Changes to a different file name. Upon selection, a window appears listing the currently available files. Use the window scrolling keys to make a selection, and the program will switch to that file. The file name will appear in the bottom information section, "Current File:", of the Advanced Display Screen. To make the new file the default file, which is the first one shown upon starting CTS, use the "Change Defaults - File" option of the "Utilities" menu (detailed above). Append CTS File ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Adds all the information from a chosen file into the current file. Upon selection, a window will appear listing the currently available files. Use the window scrolling keys to make a selection, and the program will add the data from that file into the current file (identified in the bottom information portion of the Advanced Display Screen). Customer names which have been imported will not be changed in any way and must be edited by the user if different information is to be attached to any customer. Delete ÄÄÄÄÄÄ Customer files created by the user may also be deleted. WARNING! Files deleted in this manner cannot be recalled! The program will show a window listing the currently available files. Use the window scrolling keys to select which file to delete. You cannot delete the current file. Page 4-52 Export ÄÄÄÄÄÄ Users will see four choices in a pop-up menu. a) Export to WP Merge file Exports names to WordPerfect 5.x secondary merge file format. Checks for a valid path and file name. b) Sharp Wizard Business Card Exports names to Sharp Wizard's .SDF format. Note that you must also have Sharp's OL2 software installed to actually transfer the data to the Wizard. c) Sharp Wizard Telephone Exports names to Sharp Wizard's .SDF format. Note that you must also have Sharp's OL2 software installed to actually transfer the data to the Wizard. d) File Transfer to Floppy Disk Exports names to a floppy disk. Recall using "Import" function below. Import ÄÄÄÄÄÄ Allows import of data from floppy disks created with the "File - Export - File Transfer to Floppy Disk" option. The new customer file is given the source file name as a default, and may be appended to existing files with the "File - Append CTS file" menu option. Reindex ÄÄÄÄÄÄÄ Occasionally you may receive an error message saying "Record out of range" or "Database is not ordered" or "Index does not match database". The most common reason for these errors is that the user has rebooted his/her PC from within CTS. The result is that either the database or the index gets updated while the other does not. Version 2.1 added automatic rebuilds for the main data files when this error is encountered. Other files such as company information are not automatically rebuilt. Reindexing is a lengthy process, which is why it is not performed automatically. If you should get one of these error messages, select this option to repair your index. A list will appear of your files -choose the file on which the error appeared, or if it was a company or other file choose any main file and the others will be automatically included. Quit ÄÄÄÄ Page 4-53 Leave CTS. + will accomplish the same thing. Page 4-54 ß Help+ Menu This menu is provided as a convenience to users and lists various window and text handling hot keys, as well as for the calculator and diary functions. ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± File Data View Print Utils. Help+ 11:21:52 am ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ÍÍÍÍÍÍÍÍÍÍÍÍ» º Company: ³ Help v2.0 F1 ³ ) - º ºIndustry: Rating: Mailings: ³ Print Help Topic ³ ) - º º Note: ÚÄÄÄÄKEY FUNCTIONSÄÄÄÄÄ¿³ Memory Info ³ ) - º ÌÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍͳText Features ³³ Key Functions ³ÍÍÍÍÍÍÍÍÍÍÍ͹ ºSex: ³First Name:ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ º ºM/M: ³ Last Name:³Find Text CTRL+F³³ Calculator CTRL+L ³ º ÌÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍͳFind Text Again CTRL+G³³ Diary CTRL+D ³ÍÍÍÍÍÍÍÍÍÍÍ͹ ºStreet: ³Select All CTRL+A³³ Puzzle ³ º º ³Cut Text CTRL+X³ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͳCopy Text CTRL+C³ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍCompany³Paste Text CTRL+V³ameÍÍÍÍÍÍFirst NameÍÍÍÑST» ºNatural Language Inc.ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ ³CAº ºNatWest Investor Serv³Window Features ³ ³NJº ºNew Yorker Magazine ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´ ³NYº ºNordstrom ³Move Windows CTRL+F7³ ³WAº ºNordstrom ³Size Windows CTRL+F8³ ³WAº ºNordstrom ³Zoom Window CTRL+F10³ ³WAº ºNorton Utilities - Sy³Zoom Window CTRL+F9³ ³CAº ºOpthamologist ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ³CTº ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÏÍͼ Current File:BUSNES Total Records: 151 Index: COMPANY MODE: DISPLAY Help Edit Refresh Screen Key Help Ü Menu List Control-Key combinations for Text and Window features Figure 24 Help Menu Options ±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±±± Print Help Topic ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ This allows the user to print out any help explanation. A window will appear listing the desired help topics. Use the A-Z, up or down keys to select a topic and press to print the information. Memory Info ÄÄÄÄÄÄÄÄÄÄÄ Shows various aspects of the host PC's configuration and setup. Puzzle ÄÄÄÄÄÄ Page 4-55 Something like what you used to play with in the dentist's office to wile away the time. Text Features ÄÄÄÄÄÄÄÄÄÄÄÄÄ Hot key combinations for finding and manipulating text. To block out text, hold down the shift key and use the cursor keys (or other location keys such as PgDn, Home, etc.) to select your desired text. Window Features ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Sizing, moving, zooming help and comments windows, To-Do list. Page 4-56 ÉÍÍÍÍÍÍÍÍÍÍ» ºAppendix Aº ÈÍÍÍÍÍÍÍÍÍͼ Key Listings HOT KEYS ÍÍÍÍÍÍÍÍ Hot keys are keys which will call up a function without having to use the menus. A list of those keys appears below. + Quit CTS +C Toggle children's window (if children are assigned to this customer) + Add new contact name + Delete current contact name +K Copy contact name to new record +L Calculator +D Appointment diary +R Place Customer into appointment diary +T Dial Telephone number for current entry. MENU OPTIONS ÄÄÄÄÄÄÄÄÄÄÄÄ +F File Menu +D Data Menu +V View Menu +P Print Menu +U Utils Menu +H Help+ Menu TEXT FUNCTIONS ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ +A Select Everything in current window or field +E Replace text (used with ^F search command) and find next occurrence +F Search for text in a help window or comment/direction window +G Find next text occurrence without replace (use with ^F search function) WINDOW MOVEMENT ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ +F7 Move window +F8 Re-size window +F9 Zoom window between current size and "icon" +F10 Zoom window between beginning size & full screen A-1 NAVIGATION, FUNCTION AND RECORD SELECTION ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ Keys may have different actions depending on the mode you are in -the two modes are: DISPLAY MODE EDIT MODE To select records and use other features, the following keys can be used: Key: ANY MODE Calls up help screens anywhere in the application. Not available in the COMMENTS memo field while in EDIT mode. Key: DISPLAY MODE ONLY Enables Editing Mode, placing the cursor on the CLASS field of the data. Pressing a second time in selected fields will bring up a list of options for that field. Key: DISPLAY MODE ONLY Rewrites the screen in case it becomes garbled. Key: DISPLAY MODE ONLY Show the extended function key help list Key: DISPLAY MODE ONLY Super Search - allows user to find text anywhere in the indexed field. Key: DISPLAY MODE ONLY Show the To-Do list. Key: DISPLAY MODE ONLY Show the Comments associated with a customer. Key: DISPLAY MODE ONLY Show the street Directions associated with a customer. Key: DISPLAY MODE ONLY Show the spousal/dates information associated with a customer. Key: DISPLAY MODE Activates menu pads. EDIT MODE Finishes editing for current window OR may default to "Yes" response in Yes/No situations. Key: -F HELP SCREEN and COMMENTS ONLY A-2 Allows a search for specific text within a help screen. Use the key to toggle between functions if you have no mouse. -G will find the next occurrence of a previously selected string. Key: DISPLAY MODE Moves display to the first record of the database according to the current index. EDIT MODE Moves cursor to first character of field. Key: DISPLAY MODE Moves display to the last record of the database according to the current index. EDIT MODE Moves cursor to last character of field. Key: DISPLAY MODE Moves display one screen toward the first record of the database. EDIT MODE Moves cursor to next segment (if any) of input screen, otherwise finishes edit. Key: DISPLAY MODE Moves display one screen toward the last record of the database. EDIT MODE Moves cursor to next segment (if any) of input screen, otherwise finishes edit. Key: Up cursor DISPLAY MODE Moves display 1 record toward the first record of the database. EDIT MODE Moves cursor to previous field of segment. Key: Down cursor DISPLAY MODE Moves display 1 record toward the last record of the database. EDIT MODE Moves cursor to next field of segment. Key: -C DISPLAY MODE ONLY ***Only enabled when children are associated with the person.*** Displays/Removes the CHILDREN window. Direct calls on the menu pads are available by pressing and the highlighted letter from each pad. A-3 Key: A-Z,0-9 DISPLAY MODE ONLY Alphanumeric keys will select a record where the first letters of the indexed field match the letters pressed. Pressing the same letter after a successful search will select the next record with the same first letter of the indexed field (if one exists). A-4 ÉÍÍÍÍÍÍÍÍÍÍ» ºAppendix Bº ÈÍÍÍÍÍÍÍÍÍͼ CTS Document and File Listing ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³Master Compressed Files³ ÀÄÄÄÄÄÄÄÄÄÄÄÂÄÄÄÄÄÄÄÄÄÄÄÙ Program Code: ³ Documentation: CTS_EX.EXE ³ CTSDOC.EXE which contains: ³ which contains: ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍØÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ CTS.EXE ³ DOCFILE.TXT BDAY.DBF ³ Lists all files for CTS BDX.IDX ³ INSTALL.TXT BK1.DBF ³ Brief installation guide BK2.DBF ³ CTS.TXT BK3.DBF ³ Main instructions for CTS Usage BK4.DBF ³ ORDER.TXT COMPANY.DBF ³ Order form for registering CTS COMPANY.CDX ³ README.TXT COMPANY.FPT ³ Brief introduction to using CTS CTS_USER.DBF ³ CTS_USER.FPT ³ CTS_HELP.DBF ³ CTS_HELP.FPT ³ KIDS.DBF ³ KIDS.CDX ³ NEWMATCH.DBF ³ NEW_VER.MEM ³ PRINTERS.DBF ³ PRINTERS.CDX ³ SMPL_1.DBF ³ SMPL_1.FPT ³ SMPL_1.CDX ³ SMPL_2.DBF ³ SMPL_2.FPT ³ SMPL_2.CDX ³ STATE.DBF ³ ST_FINDX.IDX ³ TEXTDFLT.DBF ³ TEXTDFLT.FPT ³ TO_DO.DBF ³ TO_DO.CDX ³ ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÁÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ The program will initially create four files in the host directory: CTS_DFLT.MEM MATCH.DBF TEXTDATA.DBF & TEXTDATA.FPT B-1 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º NOTES º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ B-2 ÉÍÍÍÍÍÍÍÍÍÍ» ºAppendix Cº ÈÍÍÍÍÍÍÍÍÍͼ Prohibited File Names in CTS BDAY COMPANY COMPETOR CTS_HELP CTS_USER EB_COMM KIDS MATCH MAINFILE MKT_HLP NEWLIST NEWWEEK NEWPLATE PORTPAIR QUESTION Q_CODE SB_COMM STATE TARIFF TEMP TEMP1 TEMPCOMM TEMPLATE TEXTDATA WB_COMM C-1 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º NOTES º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ C-2 ÉÍÍÍÍÍÍÍÍÍÍ» ºAppendix Dº ÈÍÍÍÍÍÍÍÍÍͼ Troubleshooting Errors: ÍÍÍÍÍÍÍ ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³þ Files=xxx line in CONFIG.SYS must be >= 40³ ³ Edit CONFIG.SYS before running PLAN ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ° Explanation ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Your CONFIG.SYS file must have its FILES= set to a number greater than 40. CTS will generally do this for you upon installation, unless the user did not permit this change. If you did not allow CTS to make the change, you must edit the CONFIG.SYS file yourself to permit CTS to run. See Page 1-3 in this manual for details on editing your file. ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³þ Database not ordered ³ ³þ Record out of range ³ ³þ Index does not match database.³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ° Explanation ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ The most common reason for these errors is that the user has rebooted his/her PC from within CTS. The result is that either the database or the index gets updated while the other does not. See "Rebuilding Files" topic for an explanation of the "Reindex" feature. ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³þ A non-CTS window appears asking the ³ ³ user to select a database from a ³ ³ list of unfamiliar names. ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ° Explanation ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ This window usually appears after a system error (perhaps one of the errors above) has occurred and CTS does not know which database to open. 1. Scroll through the list until you find a either a file which you have created or one of the sample files (SMPL_1, SMPL_2) provided with CTS. 2. Select the file by double-clicking with the mouse or pressing after highlighting the file name. 3. If there are any subsequent error messages, press any key to remove the error messages and continue until you are able to access the main menu. D-1 4. Select the "Reindex" option from the "File" menu pad and reindex the file which is causing the trouble. (See "Rebuilding Files" for more) ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³þ Insufficient memory ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ° Explanation ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Every attempt has been made to provide full functionality for CTS on every type of machine - laptops in particular. However, because of the wide disparity in hardware and software possible through shareware, users may get this message despite the CTS safeguards. Typical memory hogs: TSRs e.g. Sidekick, schedulers, automatic backups Networks e.g. Banyan, Novell, Pathworks, LANMan Depending on the user's DOS version and AUTOEXEC.BAT and CONFIG.SYS files, the user must be the one to increase the free memory available to the program by removing other applications from memory. In general, database programs (like dBASE and its clones, Paradox, etc.) are the second-most intensive users of computer resources after CAD and other graphics+mathematical applications. SQL-based databases like Oracle and Sybase have even greater requirements than other database products. ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³þ Function Key List Window flickers ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ ° Explanation ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ This is a bug in the underlying FoxPro product, which should be fixed in the next release (2.5). To work around this problem, move the cursor to a new customer - the window will reset and will remain on the screen. D-2 ÉÍÍÍÍÍÍÍÍÍÍ» ºAppendix Eº ÈÍÍÍÍÍÍÍÍÍͼ Calculator and Diary Keys ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ CALCULATOR ÍÍÍÍÍÍÍÍÍÍ To use the Calculator press +L. To leave the Calculator, press . Key equivalents for numeric functions: Symbol³ Function ³ Keyboard ÄÄÄÄÄÄÅÄÄÄÄÄÄÄÄÄÄÄÄÄÅÄÄÄÄÄÄÄÄÄÄ û ³Square root ³ Q MR ³Memory recall³ R ñ ³Change sign ³ N M+ ³Add to memory³ A MC ³Clear memory ³ Z M- ³Subtract mem.³ S Memory functions can also be accessed by pressing "M" then the next character desired. Calculator values will be stored between uses. Diary/Calendar ÍÍÍÍÍÍÍÍÍÍÍÍÍÍ To use the Diary/Calendar press +D. To leave the Diary/Calendar press . Action ³ Keys ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍØÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ Back 1 Month ³ Ahead 1 Month ³ Back 1 Year ³ +PgUp Ahead 1 Year ³ +PgDn Today ³ T ³ Diary =Right side³ Calendar =Left ³ +Tab E-1 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º NOTES º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ E-2 ÉÍÍÍÍÍÍÍÍÍÍ» ºAppendix Fº ÈÍÍÍÍÍÍÍÍÍͼ WEIGHTS & MEASURES ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ U.S. to Metric ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ WEIGHT UNIT Avoirdupois METRIC ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Short Ton 2000 lbs. .907 metric tons Long Ton 2240 pounds 1.016 metric tons Pound 16 oz. 454 grams 7000 grains ounce 16 drams 28.349 grams dram 27.343 grains 1.771 grams grain 0.036 drams 0.0648 grams UNIT Troy METRIC ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Pound 12 oz. .373 kg. ounce 20 pennyweight 31.103 grams 480 grains UNIT Apothecary METRIC ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ dram 3 scruples 3.887 grams scruple 20 grains 1.295 grams CAPACITY UNIT U.S. Liquid METRIC ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Gallon 4 quarts 3.785 liters 231 cu. in. Quart 2 pints .946 liters 57.75 cu. in. Pint 4 gills .473 liters Gill 4 fluidounce 118.291 ml. Fluidounce 8 fluidrams 29.573 ml. minim 1/60 fluidram .06161 ml. UNIT U.S. Dry METRIC ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Bushel 4 pecks 35.238 liters Peck 8 quarts 8.809 liters 537.605 cu. in. Quart 2 pints 1.101 liters F-1 LENGTH UNIT BES METRIC ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Mile 5280 feet 1.609 km. 320 rods 1760 yards 8 Furlongs Furlong 220 yards 201 meters Rod 5.5 yards 5.029 meters 16.5 feet Yard 3 feet .9144 meters 36 inches Foot 12 inches 30.48 cm. Inch .083 feet 2.54 cm. AREA UNIT BES METRIC ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Sq. Mile 640 acres 2.59 sq. km. Acre 4840 sq. yds. .405 hectares 43,560 sq. ft. 4047 sq. meters Sq. Foot 144 sq. inches .093 sq. meters Sq. Inch .007 sq. ft. 6.451 sq. cm. VOLUME UNIT BES METRIC ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Cu. Yard 27 cu. ft. .765 cu. meters Cu. Foot 1728 cu. inches .028 cu. meters Cu. Inch 16.387 cu. cm. F-2 ÚÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ¿ ³ Metric to U.S. ³ ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ LENGTH UNIT METRIC BES ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Kilometer 1,000 m. 0.62 mile Meter 100 cm. 39.37 inches Centimeter 10 millimeters 0.39 inch AREA UNIT METRIC BES ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Sq. Km. 100 Hectare 0.3861 sq. mile Hectare 10,000 sq. m. 2.47 acres Centare 1 sq. meter 10.76 sq. feet VOLUME UNIT METRIC BES ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Dekaster 10 cu. m. 13.1 cu. yds. Stere 1 cu. m. 1.31 cu. yds. Decistere 0.1 cu. m. 3.53 cu. ft. Cu. Centimeter 0.061 cu. inch CAPACITY UNIT METRIC BES ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Liter 1 liter 61.02 cu. inches 1.057 liquid quart Milliliter .001 liter 0.06 cu. in. MASS UNIT METRIC BES ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Metric Ton 1,000 kg. 1.1 ton Kilogram 1,000 grams 2.2046 lbs. Gram 0.035 ounce Milligram .001 grams 0.015 grain F-3 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º NOTES º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ F-4 ÉÍÍÍÍÍÍÍÍÍÍ» ºAppendix Gº ÈÍÍÍÍÍÍÍÍÍͼ Standard DOS Features ÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ Directories ÄÄÄÄÄÄÄÄÄÄÄ DOS files are stored in *directories* on disks. The *root* directory is at the top - all other directories are sub-directories of the root directory. Sub-directories may have their own *child* sub-directories, and are thus the *parent* for those directories. CTS is generally stored in the \CTS sub-directory. "\CTS" is a *path*, showing what relation the CTS subdirectory has to the root directory. Directories are represented separated by the backslash character. A backslash by itself, or at the start of a path, represents the root directory. File Names ÄÄÄÄÄÄÄÄÄÄ DOS file names can be a maximum of 8+3 letters: eight characters in the 'name' portion of the file, plus 3 letters in the extension, separated by a '.' period. Blanks, slashes, and the characters below are also not allowed in file names. Special Characters ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ The following characters can be used in DOS commands, but NOT in file names. * Wildcard character - stands for any combination of characters in a file name. ? Single Wildcard - stands for a single character in a file name. . Current directory - stands for ALL the files in the CURRENT directory. .. Parent directory - stands for the parent directory. \ Root directory - the topmost directory on a disk. Not to be confused with a forward slash. Navigating DOS ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Where am I? Type PROMPT $P$G and press . The DOS prompt will now show you the drive and directory you are currently in. G-1 Note that for file operations (see below) it is not necessary to actually be in the directory where the file is. You can issue a command where the file name is preceded by the *path* to the file, and DOS will perform its task. þ To go to a specific drive, type the drive letter plus a colon ':'. þ To go to a certain directory use the CHNGDIR command, abbreviated to CD General Format: CD e.g. CD \CTS will go to the CTS subdirectory. breakdown: \ = start at root directory CTS = go to CTS directory, which is a child of the root. will CD CTS go to the CTS subdirectory? answer: ONLY if the user is starting from the root directory. breakdown: CTS = look for CTS child directory in the CURRENT directory. (Only the root directory has a child named CTS, so this command will generate an error unless the command is issued while in the root directory.) Common DOS commands ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ é Display Files DIR examples: DIR *.* display all files in current directory DIR \CTS\BK?.DBF display BK1.DBF,BK2.DBF,BK3.DBF DIR ..\*.EXE display all files with a .EXE extension in the parent directory é Copy a File COPY * note the space between the first and second file info. examples: COPY \AUTOEXEC.BAT AUTOEXEC.BAK copies the autoexec.bat file from the root directory to a file named autoexec.bak in the current directory (note that the second file has no path, thus defaulting to the current directory). COPY \CTS\*.DBF A:\ copies all files with a .DBF extension from the \CTS directory to a floppy disk (A) root directory, keeping the same names. G-2 é Delete a File DEL examples: DEL \CTS\*.TMP deletes all files with a .TMP extension from the \CTS directory. DEL A:*.* deletes all files from the root directory from the floppy disk in A drive. é Move a File To move a file, first use the copy command above to copy it to its new location. Then, delete the file from the old location. G-3 ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º NOTES º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º NOTES º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º NOTES º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ ÉÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ» º ENC Enterprises º º Shareware Registration Form º ÇÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄĶ º PRODUCT: CTS Contact Tracking System (version 2.3) º ÌÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÑÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͹ º Reg. Fee: $20 + $5 shipping ³ Send to: º º Make check or Money Order ³ ENC Enterprises º º payable to: ³ 25744 S.E. 42nd Court º º Gordon McI. Fuller ³ Issaquah, WA 98027 º ÇÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÁÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄĶ º Register Software To: º º º º Name: _________________________________________ º º º º Address: _________________________________________ º º º º _________________________________________ º º º º Disk Size: City: ________________________ ST: __________ º º [ ] 5¬" 1.2Mb º º [ ] 3«" 1.44Mb Zip: _________ - _______ º º º º Day Phone: ( ) - Eve. Phone: ( ) - º ÇÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄĶ º Additional Modules I am interested in: º º º º [ ] Advanced Sales [ ] Transportation Industry º º º º [ ] Financial Industry [ ] Real Estate º º º º [ ] Public Utility [ ] Retailing & Distributionº º º º [ ] Natural Resources [ ] Telecommunications º º º º [ ] Special Order º ÇÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄĶ º License Terms for use of CTS (Contact Tracking System) º º A payment of $20 for registration fee to Gordon McI. Fuller or ENC º ºEnterprises is requested from CTS users. Users are free to º ºdistribute the base product to other individuals free of charge. º ºRegistration of this product entitles the user to one free upgrade º ºwithin a two-year period after the registration has been paid. º ºSubsequent upgrades will be available at announced prices. º ºRegistration also entitles the user (at his/her option) to a manual º ºfor the software. Registration also entitles the user to obtain (atº ºan additional charge) add-on modules designed to complement CTS for º ºa wide variety of industries; each module contains specific º ºfunctionality and data elements required for industry segments. Anyº ºsuch modules received by the user are considered a part of the CTS º ºproduct and subject to the same restrictions as the base CTS º ºproduct. In addition, such modules are licensed ONLY to the º ºregistered user and may not be used, sold, distributed or º ºtransferred separately under any circumstances without the express º ºwritten consent of Gordon McI. Fuller or his estate. º º º º º º Signature: __________________________________ Date: __________ º º º ÈÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍͼ