ÐBxBlÐÎ ÎÃ+ÔADDRESS LIST SYSTEM FOR WORDPERFECT•ƒ I am uploading this to specifically help certain individuals that asked for it. I have developed this system according to my needs and subject to the limitations of WordPerfect and my imagination. Unfortunately, this means that there are many idiosyncrasies incorporated herein, and various things that make it easier for me but may make it harder for you. Also, I apologize in advance for how difficult it may be to understand these instructions. You might want to try the FORMS.MAC macro first, and check here if you can't otherwise figure it out. This system, and each file contained herein, are protected by Ã+Ã(c) 1987 David A. Seigelƒ Anyone may use, alter, or distribute for no charge this system or any file contained herein. However, this README! file must be distributed therewith, I must be given credit, and no one may distribute this system or any part thereof for a fee or royalty of any kind without my express written permission in advance. Now that I've finished the legal statements, I will try to explain some of the fields in the address list and the requirements for their use. In order to start the system, all files must be on the default directory, and you start the macro called FORMS.MAC. This gives you a menu to choose what you want to do. ”1©©Load secondary merge file with correct person's data• This searches the address list for the information on one person. The macro will stop one time in the middle and beep. The cursor should be next to Ã+)Ãkey1=ƒ Without an extra space you type in the person's last name. If there is more than one person on the list with the same last name, you then add Ã+!Ã*key2=ƒ And then without an extra space you type in the person's first name. After you have typed in a last name or a last name and first name, you hit and let the macro proceed. For example, if you are searching for someone who is the only person on the address list with that last name, you see Ã+)Ãkey1=ƒ ÜjÜŒand you type Ã+%Ãjonesƒ So the screen will look like this (before you have hit ): Ã+&Ãkey1=jonesƒ If you are searching for someone with the same last name as someone else on your address list, you see Ã+)Ãkey1=ƒ and you type Ã+#Ãjones * key2=maryƒ So the screen will look like this (before you have hit ): Ã+ Ãkey1=jones * key2=maryƒ The macro will then proceed, and later stop at a menu of forms that can be filled in. I have included the forms for informational purposes. One produces a standard letter opening that prints on my letterhead, another prints an address on an envelope, another prints an address on a label, etc. Feel free to design you own merge forms using mine as examples. Because my system allows a home and work address to be entered, and one field contains a code indicating letters, envelopes, etc. should be addressed to the home address (H) or the work address (W), any merge files you create must be in duplicate, the only difference being that the merge code to supply the address is 6^ for home address and 7^ for work address. The file names must be in this format: Ã+&ÃformsXw.merƒ Ã+*Ãandƒ Ã+&ÃformsXh.merƒ Where X is a number to appear on the menu of forms which is contained in the file FMSMENU.MER. Or you can take one of my existing merge files and just change the number of lines between items, where it prints on the page, position of date, return address, etc. and customize it that way if it is easier for you. ”2©©Load secondary merge file with correct entity's data• This is the same as macro #1, but it searches the address list for the information on one entity. The macro will stop one time in the middle and beep. The cursor should be next to ÜjÜŒ Ã+)Ãkey1=ƒ Without an extra space you type in the first word in the entity's title. If there is more than one entity on the list with the same last name, you then add Ã+!Ã*key2=ƒ And then without an extra space you type in the second word in the entity's title. After you have typed in a first word or a first and second word, you hit and let the macro proceed. For example, if you are searching for someone who is the only entity on the address list with that first word, you see Ã+)Ãkey1=ƒ and you type Ã+"Ãwordperfectƒ So the screen will look like this (before you have hit ): Ã+#Ãkey1=wordperfectƒ If you are searching for an entity with the same first word as another entity on your address list, you see Ã+)Ãkey1=ƒ and you type Ã+Ãwordperfect * key2=corporationƒ So the screen will look like this (before you have hit ): Ã+Ãkey1=wordperfect * key2=corporationƒ The macro will then proceed, and later stop at the same menu of forms that can be filled in. Ã+Ô3©©Secondary Merge File loaded, proceed to forms menu•ƒ This macro is used if you already searched for the correct person's data, and perhaps composed a letter, and now you want to print an envelope using the same person's data. There is no need to search for the data a second time, unless someone else's data was searched for in between. ÜjÜŒÃ+Ô4©©Add a person's or entity's data to the address list•ƒ The best way to use this system, and the way I use it, is to use the address list as a notebook file. However, in case you don't have WordPerfect Library, and therefore do not have the notebook program, I have included this macro to help you add people to the address list. Each time the macro stops and beeps, enter the information requested in bold type. If you don't want anything in that field, just hit and the macro will proceed to the next field. You must complete the entire macro, or the different people will have differing number of fields, and the secondary merge file (address list file) will not work properly. Ã+Ô5©©Sort the address list file in correct order•ƒ I have added this macro to sort the address list file. This may never be needed, but if it is needed, it need only be used by people without the notebook program. The notebook program does it's own sorting. ***************************************************************** Ã+ÃAnd now for the peculiarities:ƒ ***************************************************************** If the client is a person, you can fill in either 10^ (client's courtesy title) or 17^ (, M.D.;, Esq.;etc.) but not both. If you filled in both, you would see Ã+ÃMr. David A. Seigel, Esq.ƒ Ã+*Ãorƒ Ã+ÃDr. Albert Chutnitski, M.D.ƒ which is redundant. The same goes for the combination of 11^ (spouse's courtesy title) and 18^ (, M.D. [for spouse];, Esq. [for spouse];etc.). ***************************************************************** Also, the only way I could get the forms to work properly (since sometimes there is a courtesy title preceding the first name and other times not) was to require that if any courtesy title or spouse's courtesy title is inserted, it must be followed by a . For example: Ã+&ÃMr.ƒ Ã+*Ãorƒ Ã+%ÃRabbiƒ Ã+*Ãorƒ ÜjÜŒÃ+&ÃMs.ƒ ***************************************************************** There must always be either a Ã++ÃWƒ Ã+)Ãor anƒ Ã++ÃHƒ in 8^. This indicates which of two addresses is to be used, and is necessary for the various merge files on the forms menu to work. ***************************************************************** If the address is for an entity, you put the entity's name in 22^, and you must leave blank 10^, 2^, and 4^. ***************************************************************** I will now list the fields, their name in the notebook file, and a brief description of what should go in the field. This is probably more necessary for people using the notebook program than those using the macro to add additional people to the address list. Ü2Ü 01 cl#Ì ÌÌÌÌÌÌ$Ì[client number, if any (only 4 digits allowed in NB)]Þ$KÞ 02 first & middle nameÌ $Ì[first & middle name of client, for persons]Þ$KÞ 03 sp. first & middleÌ $Ì[first & middle name of client's spouse (if any)]Þ$KÞ 04 last nameÌ ÌÌÌÌ$Ì[last name of client, for persons]Þ$KÞ 05 sp. last nameÌ ÌÌ$Ì[last name of client's spouse (if any)]Þ$KÞ 06 home addressÌ ÌÌ$Ì[home address of person, or one of two addresses for entity]Þ$KÞ 07 work addressÌ ÌÌ$Ì[work address of person, or one of two addresses for entity]Þ$KÞ 08 bÌ ÌÌÌÌÌÌ$Ì[W=mail to work address, H=mail to home address]Þ$KÞ 09 aÌ ÌÌÌÌÌÌ$Ì[C=client, N=non©client, or leave field blank]Þ$KÞ 10 ctitleÌ ÌÌÌÌ$Ì[courtesy title, if any, for client, such as Rabbi, Mr., Ms., etc.; if there is a courtesy title, it must be followed by one ]Þ$KÞ 11 stitleÌ ÌÌÌÌ$Ì[courtesy title, if any, for client's spouse, such as Rabbi, Mr., Ms., etc.; if there is a courtesy title, it must be followed by one ]Þ$KÞ 12 main phoneÌ ÌÌ$Ì[main phone number, can be used to auto dial in NoteBook]Þ$KÞ 13 alt. phone 14 Client S.S.#Ì ÌÌ$Ì[if any, use this format: xx©xxx©xxxx]Þ$KÞ 15 Spouse S.S.#Ì ÌÌ$Ì[if any, use this format: xx©xxx©xxxx]Þ$KÞ 16 notes:Ì ÌÌÌÌ$Ì[this field can be used to add notes and comments©©I often use it to indicate when I have last updated this person's information]Þ$KÞ 17 esq1Ì ÌÌÌÌÌÌ$Ì[this field is used for clients that are lawyers and some doctors that like M.D. following their name instead of Dr. preceding it. This format must be used: ", Esq.";", M.D."; ", Ph.D."]Þ$KÞÜjÜŒ 18 esq2Ì ÌÌÌÌÌÌ$Ì[this field is used for client's spouses that are lawyers and some doctors that like M.D. following their name instead of Dr. preceding it. This format must be used: ", Esq.";", M.D."; ", Ph.D."]Þ$KÞ 19 std salutationÌ ÌÌ$Ì[the "Dear" is supplied by the forms, just enter the information that follows Dear for a letter to the client, such as "Sir" or "Mr. Jones" or "Jack", etc.]Þ$KÞ 20 c & sp salutationÌ $Ì[the "Dear" is supplied by the forms, just enter the information that follows Dear for a letter to the client and the client's spouse, such as "Mr. & Mrs. Jones" or "Jack & Mary", etc.]Þ$KÞ 21 c & sp addressÌ ÌÌ$Ì[this is used for the first line of the address to the client and his spouse (if any), such as "Mr. & Mrs. John Jones". Since I use this field for various purposes, if the client is single I enter his name: Mr. John Jones, and if the client is an entity, I enter its name: WordPerfect Corporation.]Þ$KÞ 22 EntityÌ ÌÌÌÌ$Ì[name of a company, business, etc.]Þ$KÞ 23 cÌ ÌÌÌÌÌÌ$Ì[code for main phone number: O=office, H=home, W=work, etc.]Þ$KÞ 24 dÌ ÌÌÌÌÌÌ$Ì[code for alternate phone number: O=office, H=home, W=work, etc.]Þ$KÞ ***************************************************************** Because of space constraints, if you are using the address list as a notebook file (addrlist.smf) with the notebook program, you may notice that some of the fields are not labeled so well on the record display. After the description "Client's name:" the three fields on that line are: /10 ctitle/02 first & middle name/04 last name/ After the description "Spouse's name:" the three fields on that line are: /11 stitle/03 sp. first & middle/05 sp. last name/ ***************************************************************** pforms4.mac is the standard add a person macro. If you WordPerfect default is to add a document summary on exit, you must delete pforms4.mac and rename pforms4a.mac pforms4.mac, and that should work correctly. *****************************************************************ÜjÜŒ If you need any assistance, have any questions or comments, please feel free to contact me: Ã+!ÃDave Seigel 74020,13