Contents
PhoneMate Help

Copyright © 1994 by Infotech Development

To learn how to use Help, press F1.

What is PhoneMate?

Copyright Notice

Disclaimer

System Requirements

How To...

Add a New Entry

Change the Screen Colors

Change the Screen Fonts

Copy, Cut, and Paste Text

Create a New File

Delete an Entry

Dial a Number

Duplicate an Entry

Edit a Entry Name

Find Text in an Entry

Merge Files

Open an Existing File

Restore an Entry

Save the Current File

Use the Tool Bar

Menu Commands

File Menu Commands

Edit Menu Commands

Entry Menu Commands

Options Menu Commands


What is PhoneMate?

PhoneMate is an all-purpose address and phone database that provides access to multiple files.  You can create files for business contacts, friends, family members, etc. and each PhoneMate file can maintain up to 10,000 entries.

Quickly navigate through your entries by clicking on the entry names on the list, or find entries by searching for text in the entry or in the entry name.

The fully customizable interface lets the user select screen colors, screen fonts, list orientation, tool bar visibility, and status bar visibility.

PhoneMate also features an auto-dialer, file merge capabilities, printing of entries, and full on-line help.


Copyright Notice

This software and the disks on which it is contained are licensed to you, for your own use.  This is copyrighted software.  You are not obtaining title to the software or any copyright rights.  You may not sublicense, rent, lease, convey, modify, translate, convert to another programming language, decompile, or disassemble the software for any purpose.

You may make as many copies of this software as you need for back-up purposes.  You may use this software on more than one computer, provided there is no chance it will be used simultaneously on more than one computer.  If the need should arise to use the software on more than one computer a site license may be obtained through Infotech Development.

Copyright notice does not apply for demos and evaluation copies.  Demos and evaluation copies may be freely distributed and used provided the files have not been modified in any way.


Disclaimer

Infotech Development and the author of this software disclaims all warranties relating to this software, whether expressed or implied, including but not limited to any implied warranties of merchantability and fitness for a particular purpose, and all such warranties are expressly and specifically disclaimed.  Neither Infotech Development nor anyone else who has been involved in the creation, production, or delivery of this software shall be liable for any indirect, consequential, or incidental damages arising out of the use or inability to use such software even if Infotech Development or the author of this software has been advised of the possibility of such damages or claims.  In no event shall Infotech Development's liability for any damages ever exceed the price paid for the license to use the software, regardless of the form of claim.  The person using the software bears all risk as to the quality, performance, and functionality of the software.

Some states do not allow the exclusion of the limit of liability for consequential or incidental damages, so the above limitations may not apply to you.

This agreement shall be governed by the laws of the state of Colorado and shall inure to the benefit of Infotech Development and any successors, administrators, heirs, and assigns.  Any action or proceeding brought by either party against the other arising out of or related to this agreement shall be brought only in a state or federal court of competent jurisdiction located locally to Infotech Development's current location in Colorado.  The parties hereby consent to in personam jurisdiction of said courts.


System Requirements

Hardware Requirements

•	Personal Computer using an 80286 or higher microprocessor (80386 is recommended).

•	2 MB RAM (4 MB recommended).

•	250 KB hard drive space.

•	EGA, VGA, super VGA, XGA, 8514/A or compatible video graphics card.

•	Mouse.

•	Modem is highly recommended.

Software Requirements

•	MS-DOS operating system version 3.1 or later.

•	Microsoft Windows version 3.1 or later.


Add a New Entry
Add a New Entry...

Entries are added in the correct alphabetic order and the new record becomes the current entry.

To add a new entry to a file:

1 	From the Entry menu, choose Add or press the New button on the tool bar.

2 	Type the text you want to appear as the entry name.

3 	Choose the OK button or press Enter.

4 	In the data area, type text.


Screen Colors
Change the Screen Colors...

You can customize the look of PhoneMate by selecting your own screen colors.

To change the screen colors:

1 	From the Options menu, choose Screen Colors.

2 	Select the desired colors for the list and data areas of PhoneMate.
View the Preview to make sure the color selections are appropriate.

3 	Choose the OK button and the newly selected colors will take effect.


Screen Fonts
Change the Screen Fonts...

You can change the font that PhoneMate uses to display the entries and entry names.  You can also change the style and size of the font.

To change the font:

1 	From the Options menu, choose Font.

2 	In the Font dialog box, select the font, style, and size.

3 	Choose the OK button and the newly selected font will take effect.


Copy, Cut, and Paste Text
Copy, Cut, and Paste Text...

You can use the Copy, Cut, and Paste commands to transfer information to and from the Clipboard.

To copy text by using the keyboard:

1 	Select the text you want to copy.

2 	From the Edit menu, choose Copy.

3 	Move the insertion point to the place you want the copied text to appear.
Or select the text you want to replace with the copied text.

4 	From the Edit menu, choose Paste.

To move text by using the keyboard:

1 	Select the text you want to move.

2 	From the Edit menu, choose Cut.

3 	Move the insertion point to the place you want the cut text to appear.
Or select the text you want to replace with the copied text.

4 	 From the Edit menu, choose Paste.


New File
Create a New File...

Before you can store your contact information, you must create a new file.

To create a new file:

1 	From the File menu, choose New.

2 	Type or select the name of the file you want to create.

3 	Choose the OK button.

4 	The file created becomes the current file.


Delete an Entry
Delete an Entry...

You can delete entries one at a time from a file.  Entry deletions are permanent after the file has been saved.

To delete an entry:

1 	Select the entry you would like to delete.

2 	From the Entry menu, choose Delete or press the Delete button on the tool bar.

3 	A dialog box appears, asking you to confirm.

4 	Choose the OK button to confirm.


Dial a Number
Dial a Number...

With PhoneMate you can dial any phone number through your modem.

To dial a number:

1 	Select the entry that contains the number you want to dial.

2 	From the Entry menu, choose Dial or press the Dial button on the tool bar.

3 	In the Number box, the first number found or the number highlighted is displayed.

4 	Type a new number, if necessary.

5 	To use a prefix with the number in the Number box, select the Use Prefix check box.
Change the prefix, if necessary.

6 	To set up the modem, choose the Setup button, and then select the appropriate modem options.

7 	Press the Dial button.


Duplicate an Entry
Duplicate an Entry...

You can type information on an entry, duplicate the entry, and edit the copies as necessary.

To duplicate an entry:

1 	Select the entry you want to duplicate.

2 	From the Entry menu, choose Duplicate.


Edit a Entry Name
Edit a Entry Name...

The entry name identifies the contents of the current entry.

To edit an entry name:

1 	Select the entry name you want to change from the entry list.

2 	From the Entry menu, choose Edit or press the Edit button on the tool bar.
Or doudle click on the entry on the list.

3 	Edit the entry name as needed.

4 	Choose the OK button or press Enter.


Find Text
Find Text in an Entry...

You can find specific text in entries (not in the entry names) by using the Find command.

To find text:

1 	From the Edit menu, choose Find.

2 	In the Find What box, type the text you want to find.

3 	To match capitalization exactly, select the Match Case check box.

4 	Choose the Find button.

To repeat the search:

1 	To find the next occurrence of the text, choose Find Next or Find Previous from the Edit menu.

2 	Repeat the search until the desired entry is found.


Merge Files
Merge Files...

You can consolidate the entries in two files by merging them.

To merge two files:

1 	Open or create a file.

2 	From the File menu, choose Merge.

3 	Type or select the name of the file you want to merge with the current file.

4 	Choose the OK button.

5 	The entries from the selected file will be added to the current file.


Open a File
Open an Existing File...

To retrieve contact information previously saved you must open that file.

To open an existing file from PhoneMate:

1 	From the File menu, choose Open or press the Open button on the tool bar.

2 	Type or select the name of the file you want to open.

3 	Choose the OK button.

4 	The selected file becomes the current file.

To open an existing file from Program Manager:

1 	Create a new program item in the Program Manager, with the file name of the file you want to open as the command line argument. *

2 	Set an association for the PMF extension in the File Manager. **

3 	Double click the icon, as you would to run any other program.

4 	PhoneMate will start and the selected file becomes the current file.

* For help on creating program items, see the Help file for Program Manager.

** For help on setting an association, see the Help file for File Manager.


Restore an Entry
Restore an Entry...

You can undo all changes you've made to an entry if the entry is still current and if the file hasn't been saved.

To restore an Entry:

•	From the Edit menu, choose Restore Entry.


Save a File
Save the Current File...

After making modifications to a file you must save it, so you can retrieve that data at a later time.

To save the current file:

1 	From the File menu, choose Save or press the Save button on the tool bar.

2 	The current file will be saved and will stay open so you can continue to work on it.

To save the file under a new name:

1 	From the File menu, choose Save As.

2 	Type or select the name of the file you want to save as.

3 	Choose the OK button.

4 	The current file will be saved under a new file name and the original file will remain unchanged.


Tool Bar
Using the Tool Bar...

The tool bar allows quick access to commonly used menu commands.  When the mouse cursor passes over a tool button, the status bar reflects what action will be taken if the button is clicked.

You can use the tool bar buttons to:

•	Open a file.

•	Save the current file.

•	Print the current entry.

•	Dial.

•	Go to a specific entry.

•	Add a new entry.

•	Delete the current entry.

If a command is not available, the tool bar button will not be visible.


File Menu Commands

New

Shortcut Key - Ctrl+N

Creates a new file.
When you choose New, you can save changes to the file you have been working on.

Open

Shortcut Key - Ctrl+O

Opens a file.
When you choose Open, you can save changes to the file you have been working on.

Save

Shortcut Key - Ctrl+S

Saves changes to the file you have been working on.
When you choose Save, the file remains open so you can continue working on it.

Save As

Saves changes to the file you have been working on under a new file name.
When you choose Save As, the file remains open so you can continue working on it and the original file remains unchanged.

Merge

Consolidates the entries of the current file and a user selected file.
Use Save or Save As to save the merged file.

Print

Shortcut Key - Ctrl+P

Prints the current entry.

Print All

Prints all the entries in the current file.

Print Setup

Selects a printer and sets printer options before printing. The available options depend on the printer you select.

Exit

Shortcut Key - Ctrl+F4

Closes the file you have been working on and quits the application.
When you choose Exit, you can save changes to the file you have been working on.


Edit Menu Commands

Restore Entry

Shortcut Key - Ctrl+Z

Undoes the last typing or editing action to an entry.
After changing the current entry, the original entry changed can not be restored.

Cut

Shortcut Key- Ctrl+X

Deletes the selected text on an entry places it onto the Clipboard, replacing the previous Clipboard contents.

Copy

Shortcut Key - Ctrl+C

Copies the selected text on an entry and places it onto the Clipboard, leaving the original intact and deleting the previous Clipboard contents.

Copy All

Copies the entire entry, including the entry name, and places it onto the Clipboard, leaving the original intact and deleting the previous Clipboard contents.

Paste

Shortcut Key - Ctrl+V

Copies the text on the Clipboard into the current entry.

Find

Shortcut Key - Ctrl+F

Searches for text in the entries of the current file.

Find Next

Shortcut Key - F3

Repeats the last successful search made from the Find dialog box, searching after the current entry position.

Find Previous

Shortcut Key - Shift+F3

Repeats the last successful search made from the Find dialog box, searching before the current entry position.


Entry Menu Commands

Dial

Shortcut Key - F4

Dials a phone number through the modem.
If the current entry contains a phone number, that phone number will be selected to dial.  If their are multiple phone numbers in the entry, the first number will be selected, unless another is highlighted.

Add

Shortcut Key - F5

Adds a new entry to the current file.
(To store a memo, precede the entry name with an "-" or "*" to make it appear at the beginning of the list. Example: *MEMO 08/11/94.)

Edit

Shortcut Key - F6

Allows editing of the current entry name.

Duplicate

Duplicates the current entry.

Delete

Shortcut Key - Ctrl+D

Deletes the current entry from the file.

GoTo

Makes the first, previous, next, or last entry current.

Find Entry

Shortcut Key - F8

Makes a specific entry, containing a name or partial name, current.


Options Menu Commands

Screen Colors

Allows the user to select the screen colors used in the application.

Fonts

Allows the user to select the screen font used in the application.

Show Tool Bar

Toggles the application tool bar visibility.
If a check mark appears next to the menu item, the tool bar is visible.

Show Status Bar

Toggles the application status bar visibility.
If a check mark appears next to the menu item, the status bar is visible.

List on Left

Toggles the side of the application window that the entry list appears.
If a check mark appears next to the menu item, the list will appear to the left.

List on Right

Toggles the side of the application window that the entry list appears.
If a check mark appears next to the menu item, the list will appear to the right.