Simplified Logic
                of accessing records in the Activity file:
 
The tutorials describe the process of adding records into the activity file 
from the Activity file menu, Add screen, and will help you in understanding 
the flow of logic in the program.   Over time,  however, some new functions 
have  been  added into the program that make access into the activity  file 
much more streamlined.  

From the Client file, Get option, you will observe these 3 functions:

                              S   for  search
                              F6  for Act Now
                            F7 for Flash Report

The 'S' option gives you the ability to look at the Client file in any  one 
of six 'views' or search criteria:

                     "1)  Search by Company Name"
                     "2)  Search by First Name"
                     "3)  Search by Last Name"
                     "4)  Search by Phone Number"
                     "5)  View or search by Zip Code"
                     "6)  View or search by Category"

Once  you  select your 'view,' then all records are stacked or  ordered  in 
that  sequence.   If,  for example,  you select the last name 'view',  then 
after you search and locate one record,  all records before and after  that 
one will be ordered alphabetically by last name.

After  you  have identified and isolated your single record in  the  Client 
file  using this 'S' option,  then enter the 'F7' function key.    In a few 
seconds  Flash  Report will appear and will display to you  all  associated 
activity  records  for the person.   The most recent activity  will  appear 
first.     If,  for example, you have entered 50 activities for that person 
over  the  last  three years,  then you will be looking  at  all  of  those 
activities, and can scroll up or down to see the entire listing of comments 
that you had entered at the time you originally created the activity.

At  that point,  you enter function key 'F6' for Act Now,  or Activity Now.  
This  single  function  key sets up a blank record in  the  activity  file, 
partly filled out with that person's information but waiting on you for any 
comment specific to that activity as well as any future commitment date.  

If you enter a commitment or callback date,  then in a few seconds a window 
appears  and displays to you all associated activities on  that  date.   In 
this way,  you can level your work load without leaving the record or while 
still on the phone.

                                "Light bars"

Each selection on any menu is highlighted  with a light bar.  As you scroll 
up  or down the light bar,  explanatory text appears on the bottom line  of 
the  screen,  explaining the highlighted option.   Each light bar selection 
has different explanatory text.