CTS 3.1 UPGRADE INFORMATION Version 3.1 of the Contact Tracking System corrects some minor bugs found in previous versions and adds a few new features. Pre- defined reports now include a 3-across format and return address labels. A report filter can specify that only tagged or untagged records be included. The STATUS report allows filtering on both CONTACT and related STATUS records. Phone number and zip code fields have an unformatted option, as well as American and British formats. An envelope may be printed sideways with a laser printer, as well as the regular way. Installing CTS for the first time is especially easy with a new automatic process. The file INSTALL.TXT explains this.) No conversion of data is necessary in upgrading from version 3.0 to 3.1. the second distribution archive, CTS31#2.ZIP, is also not needed for upgrading. Simply copy into the CTS directory the new files with extensions of .FOX, .LBL, and .TXT. This might be done with the command at the DOS prompt as shown below: C:\CTS> pkunzip -o b:cts31#1 *.fox *.lbl *.txt This example assumes that CTS is already installed in a directory called C:\CTS and that the first distribution archive is on a floppy disk in drive B. The -o parameter tells the pkunzip utility to overwrite any existing files with the same names. Be careful to specify to pkunzip the particular file extensions it should uncompress. Otherwise, it may uncompress too much, including empty .DBF and .DBT files that may overwrite your data! To safeguard against an irreversible accident, it is advisable to back up at least the data files in the CTS directory before upgrading. (Use the backup utility within CTS, or use the DOS copy command to copy files with .DBF and .DBT extensions to another disk or directory.) The following information was previously written to describe upgrading to version 3.0 from versions before this. It also applies to upgrading from these versions directly to version 3.1. CTS 3.0 UPGRADE INFORMATION Version 3.0 of the Contact Tracking System adds many new features. These include memo fields in which variable length text can be entered and searched; capacity for international addresses; consistent dialing ability with almost any modem; mail merge capabilities with WordPerfect; classification of STATUS records according to user defined types; a more powerful "list mode"; more sophisticated transfers between CONTACT files; user defined label formats; and several others. To upgrade from a previous version of CTS to this 3.0 version, take the following steps. 1. Back up your database files. This can be done using the backup utility within CTS or by issuing the following DOS command: C:\CTS> copy *.db* where is the drive and/or directory where you want to store the backup database files. The above example assumes you have installed CTS in a directory by that name on your C drive. If you installed it in another directory, then issue the same commands from there instead. 2. Delete all files in your CTS directory. Of course, make sure that your backup worked properly before doing this. 3. Copy the CTS30#1.ZIP and CTS30#2.ZIP files into your CTS directory. 4. Enter the command: C:\CTS> pkunzip *.zip This assumes that the PKUNZIP.EXE uncompression utility has either been copied into your CTS directory or is on your DOS path. 5. Copy the backup files back into the CTS directory. 6. Run the 'CONVERT.BAT' batch file by entering the command: C:\CTS> convert 7. Enter the command: C:\CTS> ctsdemo or C:\CTS> cts depending on whether you have the demo or fully functioning version of the system. The system should load and bring you into the configuration module, where you will create a new configuration file. The installation is now complete. Use the F1 help key at various points to learn more about the system. Read the 'CTS.TXT' documentation file to get an overview of the whole system, even if you are not looking for details. If you have problems getting started, you may give me a call. Please note, however, that I can only guarantee technical support beyond the installation process to persons who have registered the software. Registration information is contained in the 'REGISTER.TXT' file. You may contact me as follows: Jamal Mazrui Access Success 745 Somerville Ave. Somerville MA 02143 Phone: (617) 666-9856