PROGRAM DESCRIPTION Client Tracks integrates client tracking with one of the most complete schedulers available. Thousands of clients, scheduled events, income and expenses may all be handled with this program. In addition to the expected name, address, phone, and contact information, each client record has eight miscellaneous fields that you may title as you wish and a note field that may be up to 32K in length. Because Client Tracks is an integrated system, you can easily zip from one module to another. Assume, for instance, that you're looking at Mr. Smith's record, and you'd like to see everything (not just one or two items) scheduled for him during the coming month. A few keystrokes later, what you need will be displayed on your monitor or sent to your printer. When you're finished look- ing at the schedule, press a key to re-display Mr. Smith's record. Logged events, such as services, income, and expenses are just as easily accessed. Client Tracks will handle not only your busy itinerary, but that of every- one in your office (or family). It will prepare calendars and other reports that display one person's upcoming events or those for several people simultan- eously. Data can be filtered when a report is generated, so that only events for a particular project, or only those events containing a particular word, will be displayed. Few programs even approach Client Tracks in the robustness of its schedul- ing capacity. And, considering all it can do, the program is surprisingly easy to use. Its reports, while not as infinitely customizable as those provided by those output-oriented calendar producers with limited scheduling capability, are attractive, functional, and simple to set up. This program will optionally drag events forward from day to day until you tell the program to tag them for deletion. Client Tracks even allows you tolink related events, so that a change to one will result in the automatic modification of others. Finding free time, establishing recurring events, viewing religious dates (Christian, Jewish, and Muslim), and tracking julian dates are a snap for this program. And, as a bonus, the program includes a Log module that tracks services performed, money spent, and money received. It will even produce an Income-Expense report for any period of time you desire. On a network or stand-alone computer, you'll find that this program will handle your scheduling needs like nothing else. Give it a thorough work-out. NOTE: This software is a living -- and evolving -- product. It is constantly being enhanced as a result of suggestions from users. If you have any ideas, don't hesitate to contact Integra Computing at 770-426-5735. INSTALLATION INSTRUCTIONS (page 1) Note that a Windows 95 version of this program is available for Windows 95 users. If you went through the automated INSTALL.BAT routine, the program files have already been placed into an INTEGRA directory on your hard disk. If, on the other hand, you did not go through the INSTALL.BAT routine, you should run the SETUP.BAT routine. Assuming your printer is attached to the LPT1 port on your computer, the command to run is SETUP LPT1 That command will cause the files to be copied to an INTEGRA directory on your hard disk. - RUNNING THE PROGRAM - If you're in a hurry to see what the program is like before completing the basic setup for Windows, you may do so by using File | Run in the Program Manager or by double-clicking on it in the File Manager. The name of the file to execute is ULTIMATE.EXE. INSTALLATION INSTRUCTIONS (page 2) - COMPLETING THE BASIC SETUP FOR WINDOWS 3.x - If you'd like to access the program through its icon, complete the basic setup for Windows 3.x (see next page for Windows 95): 1) Go to the Program Manager. There, you will see that most of your programs are organized into program "groups". Select the program group in which you wish to include this new program. It doesn't make any difference which program within the group may be high- lighted, as long as the group you desire is selected. 2) Now, select File | New at the Program Manager menu bar. 3) A "New Program Object" box will open. Select Program Item and press the OK button; 4) A "Program Item Properties" Box will open. Here's what you should enter: Description: (here, enter this program's name) Command Line: ULTIMATE.EXE Working Directory: C:\INTEGRA (assuming that the program is on drive C; if not, substitute the appropriate letter) Shortcut Key: None 5) Now, press the "Change Icon..." button. When you do, a "Change Icon" box will appear. The File Name you should enter is: C:\INTEGRA\ULTIMATE.ICO (again assuming that the program is on drive C; if not, substitute the appropriate letter) Press the OK buttons to save the icon and the rest of the properties you've entered. 6) If you're a registered user, follow the "Registered Users" instructions found on page 6. 7) For network installation, see the section devoted to Installation in the program's on-line help. Also see that section if you want the program to run AUTOMATICALLY whenever you load Windows. INSTALLATION INSTRUCTIONS (page 3) - COMPLETING THE BASIC SETUP FOR WINDOWS 95 - If you'd like to access the program through its icon, complete the basic setup for Windows 95: 1) Point to the Start button on the Task Bar. When you RIGHT-click the mouse, a menu will appear. Select "Open" on the menu. 2) A "Start Menu" box will appear. Double-click on the "Programs" folder. 3) A "Programs" box will appear, showing the sub-folders currently included within Programs folder. Double-click on the folder in which you wish to include this program. 4) A box showing the programs contained within the folder will appear. Select File | New at the box's pull-down menu. Then, select "Shortcut" at the sub-menu that appears. 5) A "Create Shortcut" box will appear. Into the "Command Line" item, type C:\INTEGRA\ULTIMATE.EXE 6) Then, you'll be asked to select a name or title for this program or shortcut. Type in anything that is meaningful to you. 7) The new program will then be added to the folder. Point to it and RIGHT-Click. In the menu that appears, select "Properties". 8) A "Properties" box will appear. Select the "Shortcut" tab and then press the "Change Icon" button. When the "Change Icon" box appears, type C:\INTEGRA\ULTIMATE.ICO and press the OK button. 9) Back at the Properties box, press the "Apply" button and then the OK button. 10) For network installation, see the section devoted to Installation in the program's on-line help. INSTALLATION INSTRUCTIONS (page 4) - PRINTING THE MANUAL The manual consists entirely of on-line help that is organized into several "chapters" referenced in its table of contents. Selecting "Help" at the pull-down menu will take you into the help system, where you may search for information by keyword. Pressing the F1 key almost anywhere within the program will take you directly to a section of the manual that discusses that section of the program. Printing the manual involves several steps. First, get into the help system ("Help" or F1). When there, select the "Contents" button. At the Contents page, select File | Print. After the Contents page has printed, select the first topic in the Contents listing. When that topic appears, select File | Print. After that topic prints, return to the Contents page and select the next topic and print it. Repeat this process until the entire manual has been printed. INSTALLATION INSTRUCTIONS (page 5) - PROBLEMS - VIDEO: -> If vertical and horizontal scroll bars appear when the program loads, your window borders may be too wide to allow enough space for this program's screens to display in full. Reduce the size of your window borders to 1 by running the "Desktop" program (usually found in "Control Panel" group in Windows' Program Manager). Or, simply "maximize" the program on the screen. -> If gibberish appears anywhere in the program, the problem is that the video driver you are using cannot produce all the fonts used by the program. Try another driver. Video drivers are selected in the Windows "Setup" program (usually found in the "Main" group in the Program Manager). -> If text on the screen or printer seems improperly sized or does not seem to fit neatly into the areas where it should, there are two possible reasons: One possibilty is that the video driver you're using may not be optimal. Some drivers seem to be incapable of producing text of a selected font at the correct size, especially at the higher resolutions. If you have a choice between a driver that uses "large fonts" and one that uses "small fonts", choose the latter. Video drivers are selected in the Windows "Setup" program (usually found in the "Main" group in the Program Manager). Another possible cause of poorly fitting text is that you may be either missing some font files, or using font files that have been altered by other software. This program relies upon the following ORIGINAL fonts supplied by Microsoft Windows: Arial, Courier New, Terminal, and System. If they seem to be unavailable, they may be somewhere on your hard disk, but not installed. Try using the Windows "Fonts" routine (found in the "Control Panel") to find and install (or add) them. Also useful may be the /NT option discussed near the end of the on-line help's "Configuration" section. PRINTER: -> If fonts appear to be improperly sized, or if gibberish appears on the printout, make sure that the printer driver that you have installed into Windows is specifically matched to your EXACT printer model. A "close" match or "emulation" may not be good enough. This program does nothing fancy with your printer. It relies ENTIRELY upon Windows to handle the printing. If it doesn't appear to be working properly, your printer driver is probably to blame. So why do other programs appear to work with your printer and its driver? Perhaps because those programs don't rely upon the same Arial and Courier New fonts that this program does. Or perhaps the other programs are somehow bypassing Windows to print directly to the printer. Be assured that if your Windows printer driver is a good match for your printer, this program's output will be fine. INSTALLATION INSTRUCTIONS (page 6) - REGISTERED USERS - If you have registered as a user, you have a serial number printed on the distribution disk's label. You now need to let the program know that you acknowledge your serial number. To do so, 1) Go to the program manager and select File | Run at the menu bar. 2) At the Run box, enter C:\INTEGRA\ULTIMATE.EXE /RP at the Command Line item. This command assumes that you have loaded the program onto drive C. If not, substitute the appropriate letter. For instance, if you loaded the program onto drive F, F:\INTEGRA\ULTIMATE.EXE /RP would be entered instead. 3) When asked for your serial number, enter it. Once you've completed this process, the program will skip the registration info screen when loading. But you may confirm your serial number and the number of network workstations for which you are registered by selecting Help | About at the Main Screen's menu bar when running the program.