FORM;TOUC PAGE " Highlight option with "+CHR(24)+" or "+CHR(25)+" and press "+CHR(17)+"ÄŲ" " or press appropriate menu number or letter" " FILES OUTPUT UTILITIES" "The system automatically When producing output, you This includes items" "starts with the primary must use the indicated se- to setup and maintain" "file CUSTO.DBF. You may quence of choosing: 1)index, INTOUCH or to provide" "choose any one of 9 other 2)filter and 3)output type. a convenient why to do" "files by selecting item Appropriate sub-menus will numerous housekeeping" "#2 or you may choose a be displayed if applicable. tasks in your system." "file external to the You may sort and select any Sub-menus will display" "system, even if located number of combinations of critical questions for" "outside the home direc- information to display but, the functions to be" "tory by selecting item#3. structure of the output is performed. It is wise" "The external file must fixed except for external to backup your files" "have the same structure .FRM reports which you may before using those" "as used by INTOUCH. create and call for. .FRM utilities that do" "Rebuild the indexes when report files can be created deletions or make" "using alternative files. with xBase software. changes in mass." Žend¯ FORM;MAIN FIELD;CUSTOID "Enter customer number according to your choice of numbering scheme" Žend¯ FIELD;RECDATE "Enter date this customer is entered into the database" Žend¯ FIELD;LNAME "Enter last name of the individual who is the purpose of this record" Žend¯ FIELD;FNAME "Enter the complete given name of the individual (James not Jim)" Žend¯ FIELD;MNAME "Enter middle name or initial" Žend¯ FIELD;NNAME "Enter the name you use to address this individual (Perhaps Jim instead of James)" Žend¯ FIELD;DEGREE "Enter designations to follow the full name in addresses (i.e,M.D.,Ph.D.,Jr.,III)" Žend¯ FIELD;TITLE "Enter the courtesy title to precede the full name in addresses (i.e.,Mr.,Mrs.) " Žend¯ FIELD;POSITION "Enter the position title of the individual in his/her organization" Žend¯ FIELD;COMPANY "Enter the company as it is officially use by the company itself" Žend¯ FIELD;ADDR1 "Enter the street address and suite or building name/number" Žend¯ FIELD;ADDR2 "Enter additional street addressing information or P.O. Box number" Žend¯ FIELD;CITY "Enter full name of the city " Žend¯ FIELD;STATE "Enter postal two letter code for state or province" Žend¯ FIELD;ZIP "Enter zip code" Žend¯ FIELD;PHONE1 "Enter telephone number 000-0000 for local or (000)000-0000 for long distance" Žend¯ FIELD;PHONE2 "Enter telephone number 000-0000 for local of (000)000-0000 for long distance" Žend¯ FIELD;SLSCODE "Enter code to identify salesperson for this customer (Suggest: persons initials)" Žend¯ FIELD;TERRNO "Enter territory designation of your choice for selection in output reports" Žend¯ FIELD;STATUS "Enter a choice for categorizing this customer for subsequent selection purposes" Žend¯ FIELD;CLASS "Enter a choice for categorizing this customer for subsequent selection purposes " Žend¯ FIELD;RANK "Enter a choice for categorizing this customer for subsequent selection purposes" Žend¯ FIELD;SELECT "Enter codes of your choice (Suggest this field for one-time selection purposes)" Žend¯ FIELD;INTEREST "Enter codes of your choice (Suggest codes showing product or service interest)" Žend¯ FIELD;HISTDATE1 "Enter date of noteworthy contact (Use DATEUP to move oldest to top of stack)" Žend¯ FIELD;HISTDATE2 "Enter date of noteworthy contact (Use DATEUP to move oldest to top of stack)" Žend¯ FIELD;HISTDATE3 "Enter date of noteworthy contact (Use DATEUP to move oldest to top of stack)" Žend¯ FIELD;HISTDATE4 "Enter date of noteworthy contact (Use DATEUP to move oldest to top of stack)" Žend¯ FIELD;HISTDATE5 "Enter date of noteworthy contact (Use DATEUP to move oldest to top of stack)" Žend¯ FIELD;HISTDATE6 "Enter date of noteworthy contact (Use DATEUP to move oldest to top of stack)" Žend¯ FIELD;NOTES1 "Enter general information important to the ongoing relation with this customer" Žend¯ FIELD;NOTES2 "Enter additional general information" Žend¯ FIELD;NOTES3 "Enter additional general information" Žend¯ MENU;MAINMENU "Press F1 while cursor is located in a field for field level help." "If you completely fill the field the cursor will move to the next field" "automatically. Otherwise you need to press the ENTER key." "Use lower case with "+CHR(34)+"first caps"+CHR(34)+" for name and address information to permit" "business letter addressing and formal correspondence, which can be generated" "using the ADDRESS FILE option and your word processor." "CUSTOMER NUMBER - When using the default database CUSTO.DBF, the cursor will" "skip this field and automatically enter a pre-programmed number. This is" "because INTOUCH is designed to work with companion modules which make their" "connecting relationship to this field. Any other internal/external database" "allows operator access to this field for your numbering scheme." "TELEPHONE NUMBER FIELDS - Use the format (000)000-0000 for all long distance" "numbers and 000-0000 for all local numbers. Based on this difference INTOUCH" "will insert the number 1 needed for long distance access." "CONTACT DATES 1-6 - It is intended that the most recent contact be entered at" "the bottom of the stack. Use DATEUP to make room for the latest contact." Žend¯ PAGE "NO HELP AVAILABLE" Žend¯ FORM;ACTI PAGE "The ability to move among a series of active databases gives special" "strength and convenience, but it adds a management responsibility to the" "operators job. You should be alert to the database in use. Make it a habit" "to take note of the file name in the upper left hand corner of the screen." "The system always "+CHR(34)+"comes up"+CHR(34)+" in CUSTO.DBF. When you change to another" "database, you will be presented with the screen to INDEX the new database." "The files used for indexes are the same regardless of the database in use," "so if you change databases without updating the index files, there will" "be strange results." "CUSTO.DBF is the primary database for INTOUCH. If companion modules are" "installed they will look to this file for customer information. It is" "intended that CUSTO.DBF be used for your active customers and then use" "CUSTO1.DBF through CUSTO9.DBF for prospective customers, promotional lists," "etc. By grouping your records logically within the database choices, you" "will be better able keep your system tidy and up-to-date." Žend¯ FORM;INDX PAGE "When preparing to run an output selection from the OUTPUT section of the" "master menu, make the index selection from this menu first." "The indexes selected from this menu are of two basic types. 1) Customer" "ID Order, 2) Company+Last Name, and 3)Last Name+Company are the standard" "indexes that INTOUCH maintains for its normal functioning. The remainder" "of the menu items are indexes created for the special purposes of a given" "output selection, after which they are deleted from the INTOUCH home" "directory." "Because of the option of being able to select from internal and external" "databases, it is possible to call for the use of one of these standard" "indexes when it is not current with the database file in use. Should" "you find disorganized or incomplete information in your output, go to" "the INDEXing menu choice under UTILITIES in the master menu or to the" "UTIL menu choice in the Data Entry Screen and reindex the file." "The specially prepared indexes should never be out of synchronization with" "the database file because they are created as the called for output is" "prepared for running." Žend¯ FORM;ADDR PAGE "The use of address files is the most technical aspect for the operator of" "INTOUCH. This is because the structure of the address file produced must" "be coordinated with a field invoking definition used by your word processor." "You must know the fields and their sequence as they appear in the address" "file before you can instruct your word processor on how to make selections." "Study the format of the address file output. Look at several of the menu" "options. You can even include the output from the COPY TO... menu choice" "in the UTILITIES menu. SDF and DELIMITED files might be suitable for your" "word processor too. Once you understand the sequence of fields and the" "delimiting technique used in the address file you will be able to create" "the definition for your word processor." "Some word processors are able to use more than one of INTOUCH'S address file" "output options. Of course, there is nothing preventing you from using a" "word processor output option with a name different for your word processor." "In the case of XYWrite and Nota Bene, a customization must be made in the" "configuration file used by these systems. (See manual)" Žend¯ FORM;CFIG PAGE "The name and address requested here appears as the return address on" "package labels. That is the only use for this information in INTOUCH." "NEXTIDNO provides operator access to the automatic numbering system" "for the customer number when using CUSTO.DBF. There should never be" "a reason to change this field and doing so could cause serious internal" "confusion if companion modules are installed. (See INTOUCH manual)" "ACTIVE shows which of the 10 internal databases is currently in use." "COMPORT tells INTOUCH where to look for the modem used for automatic" "dialing. Hayes compatible modems can be set to either COM1 or COM2." "Indicate here which one INTOUCH should use." "ACCESS is used by the automatic dialer when calling from within a" "switchborad system that requires dialing a number to get an outside line." "Usually this would be 9. If you need an access code enter it here." "The other fields are for printer codes. They are preset for Epson printers." "COMPRESS=15pitch, RESET=10pitch, ROLOLEN=3inch cards, SHIPLEN=3inch labels," "RESETLEN=11inch page. If your printer requires other codes, enter them here." Žend¯