Copyright: FREEWARE by Steve Dunn - CIS 70034,2454


Main Menu Help
PhoneBok - Main Menu Help

Main Menu Overview

"White Pages" Functions

Using "White Pages" Filters / Grouping Criteria

Selecting A "White Pages" Filter

"Yellow Pages" Functions

Using "Yellow Pages" Filters / Grouping Criteria

Selecting a "Yellow Pages" Filter

The "Link" Function

De-Selecting An Item from a Listing

The "To Do" Functions

Overview

Sorting the "To Do" List

To Do List "Filters"

Add / Edit To Do Items


Print Options Dialog
Obtaining a Print Out

- This dialog box allows you to complete your request for a hardcopy printout.  Note that the nature of your request has been summarized in the text portion of this dialog box.

- If you have entered a print request from the Main Menu (for either the "White Pages" or the "Yellow Pages"), or from the "To Do" List Main Menu, you should be aware that this print request could be more than one page long.

- If you have entered this request from the "White Pages" Detail Screen, or the "Yellow Pages" Detail Screen, your print request will fit on a single page.

NOTE:  All print requests in PhoneBok (except those which use an external word processor) REQUIRE that either the Arial TrueType font or the Times New Roman font (both come with Windows) be installed and available for use.

NOTE:  All printouts from PhoneBok (except those which allow the use of an external word processor) are formatted to fit on regular 8.5x11" paper in Portrait mode.

- Your choices from this dialog are as follows:

OK, which means proceed to process the print request
Cancel, which means abort this request
Print Setup, which allows you access to your printer configuration prior to completing the printing request.

- On certain print requests you have the option of specifying which external word processor you would like to use (eg, printing free-form letters and memos).  Note that the default selection is Microsoft Write (since it comes as part of the Windows environment).  PhoneBok currently supports Microsoft Word for Windows Version 2 and 6, as well.

- In the "Print Letter" option from the "White Pages", the data in your "USERDATA.SGD" file is used to "fill in the blanks" for you - specifically, your street address (both parts) and your City, State, and Zip data appear in the upper right corner of the letter just before the date.

- In the "Print Memo" option from the "White Pages", your full name and your company title appear on the line which state who this memo is "FROM:"

- None of the data from the "USERDATA.SGD" file is currently being used for any print request for the "Yellow Pages".

See Also:  Using "White Pages" Filters

See Also:  Using "Yellow Pages" Filters

See Also:  The USERDATA.SGD File


The "White Pages" Detail Screen

See also:  The "White Pages" Functions

Overview

- This screen allows you to enter information for a person not currently on file in your "White Pages" phone book, or to edit info for a person who is already on file, or to print information / letters / memos / etc to a person already on file.  The menu options, which mirror the command buttons, are pretty much self-explanatory.

Personal Data

- This area of the screen allows you to enter various items of personal information about the person.  Note that NO information will be saved if the field labelled "Last Name" is left blank.

Company Affiliation

- In this area, you should enter the Company title, phone, and fax number for this individual.  Note that you CANNOT enter the Company Name on this screen - you should enter information on this person's company into your "Yellow Pages" phone book, and then use the Main Menu "Link" function to associate the person with the company.  When you have "Linked" a company to this person, the company name field will automatically be filled in.

- Note that if you then subsequently change or delete the "Link" for this person,  PhoneBok will not attempt to change the company title, phone, or fax data items by itself.  You must do this yourself, if desired.

See Also:  The "Link" Function

Notes

- Use this area to record any free-form text information about this person.  The number of characters you have left will be displayed in the title bar of this area.

- Note that the text will word wrap to fit this box, but when printed, word wrap will occur to fit the (much wider) margins of the paper.  However, paragraphs (defined as when you press the ENTER key to start a new line) will be maintained in the printouts.

- This text information appears only on the DETAILED printouts and is omitted from the summary reports.

Filters / Grouping Criteria

- In this area , you should check all the different criteria which apply to this person.  These criteria are used as filters in the Main Menu "White Pages" listings, and also appear on the DETAILED printouts.

- Note that these eight text items can be changed as you see fit -

See Also:  Using "White Pages" Filters

See Also:  Selecting a "White Pages" Filter


The "Yellow Pages" Detail Screen

See also:  The "Yellow Pages" Functions

Overview

- This screen allows you to enter information for a company not currently on file in your "Yellow Pages" phone book, or to edit info for a company which is already on file, or to print information / letters for a company currently in your file.  The menu options, which mirror the command buttons, are pretty much self-explanatory.

Company Data

- This area of the screen allows you to enter various items of data which relate directly to this company.  Note that NO information will be saved in the field labelled "Company Name" is left blank.

- The smaller area labelled as "Description" allows you to enter free-form text of your choice;  it was intended to hold a brief description of what type of company this is (what is its primary product or service, etc).

- This info appears on both the DETAILED as well as the SUMMARY reports.

Notes

- Use this area to record any free-form text information about this company.  The number of characters you have left will be displayed in the title bar of this area.

- Note that the text will word wrap to fit this box, but when printed, word wrap will occur to fit the (much wider) margins of the paper.  However, paragraphs (defined as when you press the ENTER key to start a new line) will be maintained in the printouts.

- This text information appears only on the DETAILED printouts and is omitted from the summary reports.

Filters / Grouping Criteria

- In this area , you should check all the different criteria which apply to this company.  These criteria are used as filters in the Main Menu "Yellow Pages" listings, and also appear on the DETAILED printouts.

- Note that these six text items can be changed as you see fit -

See Also:  Using "Yellow Pages" Filters

See Also:  Selecting a "Yellow Pages" Filter

The Employee Listing Area

- The bottom of the "Yellow Pages" Detail Screen contains an area in which is displayed information relating to all the people in your "White Pages" phone book who have been "Linked" to this company.

- Note you CANNOT enter any information into this area directly - you enter information for people into your "White Pages" phone book and then use the Main Menu "Link" function.

See Also:  The "Link" Function

- This information is sorted by employee last name and includes full name, title, company phone and company fax.  Note that ALL these data items are taken from the corresponding page for each person in your "White Pages" phone book.

- You can double-click (or highlight and press ENTER) any of these employee names to bring up for review / edit / print / etc  the more detailed individual personal information on the "White Pages" Detail Screen.


Selecting a "White Pages" Filter

See Also:  Using "White Pages" Filters

- In this dialog box, you can choose to limit the display of names in your "White Pages" listing in one of three main ways:

[1]  Display only those people who are coded as matching one of the eight text criteria which you have defined, OR
[2]  Display only those people whose last names begin with a specified character, OR
[3]  Display ALL people currently on file. This is the default.

- Simply click on one of the nine Filters / Grouping Criteria, or click on the box and press a single keyboard key. and then press the "Accept" button (or the ALT+A keyboard keys).

- Press the "Cancel" button (or press ALT+C) to abandon this operation.


Selecting a "Yellow Pages" Filter

See also:  Using "Yellow Pages" Filters

- In this dialog box, you can choose to limit the display of company names in your "Yellow Pages" listing in one of three main ways:

[1]  Display only those companies who are coded as matching one of the six text criteria which you have defined, OR
[2]  Display only those companies whose company names begin with a specified character, OR
[3]  Display ALL companies currently on file. This is the default.

- Simply click on one of the seven Filters / Grouping Criteria, or click on the box and press a single keyboard key. and then press the "Accept" button (or the ALT+A keyboard keys).

- Press the "Cancel" button (or press ALT+C) to abandon this operation.


Main Menu Overview
Overview of PhoneBok Program

- PHONEBOK is a small scale Personal Information Manager (PIM) which was written to handle:

Information regarding People	(the "White Pages" Section)
Information about Companies	(the "Yellow Pages" Section)
Various "To Do" type items	(the "To Do" Section)

- In general, you begin at the "Main Menu" area, which displays both of your telephone listings (i.e., "White" and "Yellow" pages).  Both listings are in alphabetical order.  Access to the "To Do" section is readily available from this Main Menu screen.

 - The "White Pages" entries show each person, last name first, followed by both the personal phone number and the business phone number for each.

See Also:  The "White Pages" Functions

See Also:  The "White Pages" Detail Screen

- The "Yellow Pages" entries show each company name followed by the main company phone and the main company fax numbers.

See Also:  The "Yellow Pages" Functions

See Also:  The "Yellow Pages" Detail Screen

- Note that people in your "White Pages" can be LINKed to companies in your "Yellow Pages" via the "Link" function.  This is a very important and powerful part of the PhoneBok program which you should use whenever appropriate.  Both the "White Pages" and the "Yellow Pages" Detail screens utilize this "Link" info, as do the detailed hardcopy printouts.

See Also:  The "Link" Function

- You can display / edit / print any of the entries in either of these listings by double-clicking on the entry (or by highlightling the entry and pressing the ENTER key).  Note that the TAB key moves the focus from place to place, as does the secondary mouse button (usually the RIGHT button).

- From the Main Menu you can also control which people and / or companies appear in your two listings (via the use of Grouping Criteria / Filters), which greatly simplifies managing long listings.

See Also:  Using "White Pages" Filters

See Also:  Selecting a "White Pages" Filter

See Also:  Using "Yellow Page" Filters

See Also:  Selecting a "Yellow Pages" Filter

- Finally, the Main Menu allows you to print out either detailed or summary reports of "White" and "Yellow" pages data which encompass all people / companies currently on display in the two listings (note again that the use of Filters can help manage this).

- In addition, you can elect to print out free-form letters to people or companies currently selected in your "White" or "Yellow" pages listings.  These functions utilize an external word processor (the default choice is Microsoft Write, which comes as part of the Windows environment).  You can also printout free-form business-type memos to people in your :White" pages listing in a similar fashion.

See Also:  De-Selecting An Item in a Listing


Add / Edit To Do Items

- When you elect to add a new item to your "To Do" list, or to edit an existing item, you will be presented with the "To Do" Item Detail Screen.  This screen allows you to enter / edit all the information for any single "To Do" item, which includes the following:

- Date Entered:  This defaults to today's date, but you can change it to any legitimate date.  This data item is intended to identify the date on which this item was entered into your "To Do" list.

- Date Due:  This date (optional) identifies the date by which the item is supposed to be completed.  Any legitimate date is acceptable.

- Done Date:  This date identifies the date on which this item was actually completed.  When you check off the box labeled as "Done Yet", this field is filled in with today's date as a default, which you can then enter.
   Note that, if this field has a valid date, then the "Done Yet" box is automatically checked off.

- Done Yet:  This check box should be left blank until you actually complete this "To Do" item.  Checking this box causes today's date to be filled into the field labeled as "Done Date" (you can change as needed) and also causes the priority code field to be suppressed both on the display as well as on the "Print" function.
   Note that you can un-check this box at any time, as needed.

- Priority:  This area allows you to enter a numeric code in the range of 1 (highest possible priority, "red hot") to 5 (lowest priority).  If the item is coded as having been Done, then this code is supressed (i.e., is it displayed and printed as "X", but the original code remains in your To Do data file.  You can re-display the original priority code of a "Done" item at any time by temporarily clearing the check mark in the "Done Yet?" box).  If you leave this blank, it will be displayed (and printed) as "N", meaning No priority code has been assigned.

- ToDo:  This free-form text area stores the actual text of the To Do item itself.  If this item is left blank, you cannot save it to your datafile.  Please be aware that these items are intended to be relatively short (approx 400 characters) so don't be overly "wordy".

See Also:  To Do List "Filters"

See Also:  Sorting the "To Do" List


The "To Do" List Main Menu

Overview

- The "To Do" List Main Menu screen opens to show you a listing of ALL the individual "To Do" items currently in your "To Do" file.  Initially, this listing is in order by the date on which each item is "due", followed by the date on which each item was entered, followed by the priority code (a value from 1 through 5 which you have assigned) followed as much text of each item as will fit in the display listing.

- The menu provides complete access to the functions available to you, which allow you to add new "To Do" Items to your list, print the currently displayed list, and delete items from the list.  To edit an existing item, or to view all the details for an existing item, simply double-click on it (or highlight and press the ENTER key).

- You also can change the default sort order for the listing, and can more effectively manage your "To Do" list by limiting the number of items which are currently displayed.  Note that the "Print" function results is determined by only those items currently being displayed, just as on the PhoneBok Main Menu's "White" and "Yellow" Pages listings.

See Also:  Sorting the "To Do" List

See Also:  To Do List "Filters"

See Also:  Add / Edit To Do Items


The LINK Function
Use of the "LINK" Function

Overview

- The LINK function allows you to associate people in your "White Pages" with  companies in your "Yellow Pages".  This LINK info is used by both the "White  Pages" and the "Yellow Pages" Detail Screens, as well as by the Main Menu "Summary" type reports.

- In effect, LINKing multiple people to the same company allows you to create (automatically) a phone listing for that company, which appears in the "Yellow Pages" Detail Screen.  The company name then also appears in the "White Pages" Detail Screen for that individual.

- Note that any person can be LINKed to only ONE company at a time.

Establishing a LINK

- LINKs can be established only from the Main Menu of PhoneBok.

- Simply highlight a person's name in the "White Pages" (i.e., single click with the mouse, or highlight via the keyboard) and then similarly highlight a company name from the "Yellow Pages" and press the "LINK" button (or use the ALT-L keys).

- You will be told that the NEW link has been established.

Changing a LINK

- Simply highlight the person's name in the "White Pages" (i.e., single click with the mouse, or highlight via the keyboard) and then similarly highlight the NEW company name from the "Yellow Pages" and press the "LINK" button (or use the ALT-L keys).

- You will be told that this person is already LINKed to a different company, and asked whether to change the LINK or to cancel the whole deal.

Deleting a LINK

- Simply highlight the person's name in the "White Pages" (i.e., single click with the mouse, or highlight via the keyboard) and then similarly  highlight the company name to which the person is ALREADY  LINKed from the "Yellow Pages" and press the "LINK" button (or use the ALT-L keys).

- You will be asked if it is OK to delete the existing LINK.

See Also:  De-Selecting An Item In a Listing


De Select Item from a List
De-Selecting an Item in a Listing

- To de-select an item from a list, you can either:
[A]  Put the focus on the list box, and press the ESC key, or
[b]  Click the secondary mouse button (usually the RIGHT one) on the list box.


White Pages Functions
The "White Pages" Functions

Overview

See Also:  The "White Pages" Detail Screen

See Also:  The "Link" Function

- The "White Pages" are intended as an area to store information relating to people (as opposed to companies).

- All Main Menu functions for the "White Pages" are available via selection from the drop down menu.

- Note that you can EDIT / DISPLAY / PRINT the detailed data for any person appearing in your "White Pages" listing by simply double-clicking on the person's name (or by highlightling the name and pressing the ENTER key).

- Note that when the focus is on the "White Pages" listing, if you press any letter key, the highlight will advance to the next person in your currently displayed "White Pages" listing whose last name starts with the letter pressed.

- Note that you can manage which people appear in your currently displayed "White Pages" listing by the use of Filters / Grouping Criteria.

See Also:  Using "White Pages" Filters / Grouping Criteria

See Also:  Selecting a "White Pages" Filter

Add New Person

- Use this function to add information to your datafile for a person who is not currently recorded in your datafile.  The "White Pages" Detail Screen will be presented to you with all fields blank, ready for data entry.

- Note that the "Last Name" field cannot be blank, or else the record will not be saved to your data file.

Delete Person

- Use this function to delete the information for a person who appears in the currently displayed "White Pages" listing.

- Simply highlight the name (i.e., single click with the mouse, or highlight via the keyboard) and press the DEL key on your keyboard, or click this menu selection.

- You will be asked to confirm the deletion before it is made.

Use Filters

- The use of Filters / Grouping Criteria allow you to manage more effectively a long "White Pages" listing by determining which people will be displayed.  The default Filter is to display ALL records.

- You can choose from 8 different criteria which are applied to all personal records in your datafile (note that you can edit the text for these 8 criteria, but that the same text always applies to ALL personal data records).

- In addition, you can choose to display only those people whose last name starts with a particular letter.

- The choice you make, as well as the number of records which match your choice, are always displayed on the title line of the "White Pages" listing, and also appear on any Summary Report you may print.

- Note that these 8 criteria items are assigned to each individual on the "White Pages" Detail Screen during data entry / edit.

See Also:  Using "White Pages" Filters / Grouping Criteria

See Also:  Selecting a "White Pages" Filter

Print Full Details

- This function will print a single sheet containing all details for every person currently displayed in your "White Pages" listing.

- This report is identical to the one you can request on an individual basis directly from the "White Pages" Detail Screen.

- Note that you can manage how many pages are printed by controlling the "White Pages" listing via Filters / Grouping Criteria.

- THIS REQUIRES EITHER THE ARIAL OR THE TIMES NEW ROMAN TRUETYPE FONT!
- THIS REPORT IS FORMATTED TO PRINT ON REGULAR 8.5x11" PAPER IN PORTRAIT MODE.

Print Summaries

- This function will print a condensed report for every person currently displayed in your "White Pages" listing, with multiple people per page.

- Note that you can manage how many people appear in your printout by controlling the "White Pages" listing via Filters / Grouping Criteria.

- THIS REQUIRES EITHER THE ARIAL OR THE TIMES NEW ROMAN TRUETYPE FONT!
- THIS REPORT IS FORMATTED TO PRINT ON REGULAR 8.5x11" PAPER IN PORTRAIT MODE.

Print One Liner Lists

- This function allows you to choose from various formats which print directly to the printer, one line for each person currently on display in the "White Pages" list.
- At present, these choices include:
[1]  Sorted alpha by last name
[2]  Sorted by birthday
[3]  Sorted by Anniversary date

- THIS REQUIRES EITHER THE ARIAL OR THE TIMES NEW ROMAN TRUETYPE FONT!
- THIS REPORT IS FORMATTED TO PRINT ON REGULAR 8.5x11" PAPER IN PORTRAIT MODE.

Print Letter

- This function allows you to generate a free-form letter to the currently selected person using either Microsoft Write or Microsoft Word for Windows (either V2.0 or V6.0) as your word processor.  Note that this function is also found on the "White Pages" Detail Screen.

Print Memo

- This function allows you to generate a free-form business-type memo to the currently selected person, again using either Microsoft Write or Microsoft Word For Windows (either V2.0 or V6.0) as your word processor.  This function, too, is also found on the "White Pages" Detail Screen.

Export to W4W

- This function creates a "Table" in a Word for Windows DOCument from the information for the currently displayed persons' names which is suitable for "Print Merge" functions like mass mailings, envelopes, mailing labels, etc.

- THIS FUNCTION *REQUIRES* MICROSOFT WORD FOR WINDOWS (either V2.0 or V6.0)!


Using White Pages Filters
Using "White Pages" Filters

See also:  Selecting a "White Pages" Filter

- The purpose of using Filters / Grouping Criteria is to allow you to more effectively manage a large "White Pages" listing, both for screen display as well as for printing reports.

- You can access and use these Filters from the Main Menu's "Use Filters" button or menu item.  You code individual people with these grouping criteria on the "White Pages" Detail Screen.

- There are eight different textual Filters.  You can edit any or all of these items by clicking the secondary (usually the RIGHT) mouse button on the item, and simply typing in the new text.

NOTE:  The same 8 items are used for ALL personal data records.  It is not possible to have a different set of text Filters for different people.

NOTE:  Although you can change the text of any item at any time, PhoneBok will not attempt to change the actual individual personal data records retroactively.  You must do this yourself (if necessary).

EXAMPLE:  If you have three data records currently coded as "Friend", and you subsequently change the text of that Filter from "Friend" to "Enemy", those three records are now coded as "Enemy".  You should use this filter on the "White Pages" display to see who is coded as being what.

HINT:  Set the text for these 8 items as soon as possible, and try not to change them too much later on.

- Note that any individual can have any combination of these 8 Filters / Grouping Criteria in effect at any time.  People are included in the "White Pages" display if the single Filter you select is currently coded as "checked" for that person, regardless of what other Filters may also be checked for that person.

- In addition, the Main Menu "Use Filters" command (or menu item) also allows you to specify that the "White Pages" listing be limited to those people whose last name begins with a specified character.


Using "Yellow Pages" Filters

See also:  Selecting A "Yellow Pages" Filter

- The purpose of using Filters / Grouping Criteria is to allow you to more effectively manage a large "Yellow Pages" listing, both for screen display as well as for printing reports.

- You can access and use these filters from the Main Menu "Use Filters" button or menu item. You code individual companies with these grouping criteria in the "Yellow Pages" Detail Screen.

- There are 6 different textual Filters.  You can edit any or all of these items by clicking the secondary (usually the RIGHT) mouse button on the item, and simply typing in the new text.

NOTE:  The same 6 items are used for ALL company data records.  It is not possible to have a different set of text Filters for different companies.

NOTE:  Although you can change the text of any item at any time, PhoneBok will not attempt to change the actual individual company data records retroactively.  You must do this yourself (if necessary).

EXAMPLE:  If you have three data records currently coded as "Medical", and you subsequently change the text of that Filter from "Medical" to "Professional", those three records are now coded as "Professional".  You should use this filter on the "Yellow Pages" display to see who is coded as being what.

HINT:  Set the text for these 6 items as soon as possible, and try not to change them too much later on.

- Note that any individual company can have any combination of these 6 Filters / Grouping Criteria in effect at any time.  Companies are included in the "Yellow Pages" display if the single Filter you select is currently coded as "checked" for that company, regardless of what other Filters may also be checked for that company.

- In addition, the Main Menu "Use Filters" command (or menu item) also allows you to specify that the "Yellow Pages" listing be based on the first letter of the companys' name.

HINT:  All companies which start with the word "The" will all show up under the letter "T", so you may want to eliminate the word "The" when you enter company names.


Yellow Pages Functions
"Yellow Pages" Functions

Overview

See Also:  The "Yellow Pages" Detail Screen

See also:  The "Link" Function

- The "Yellow Pages" are intended as an area to store information relating to companies (as opposed to individual people).

- All Main Menu functions for the "Yellow Pages" are available via selection from the drop down menu.

- Note that you can EDIT / DISPLAY / PRINT the detailed data for any company appearing in your "White Pages" listing by simply double-clicking on the company's name (or by highlightling the name and pressing the ENTER key).

- Note that when the focus is on the "Yellow Pages" listing, if you press any letter key, the highlight will advance to the next company in your currently displayed "Yellow Pages" listing whose name starts with the letter pressed.

- Note that you can manage which companies appear in your currently displayed "Yellow Pages" listing by the use of Filters / Grouping Criteria.

See Also:  Using "Yellow Pages" Filters / Grouping Criteria

See Also:  Selecting a "Yellow Pages" Filter

Add New Company

- Use this function to add information to your datafile for a company which is not currently recorded in your datafile.  The "Yellow Pages" Detail Screen will be presented to you with all fields blank, ready for data entry.

- Note that the "Company Name" field cannot be blank, or else the record will not be saved to your data file.

Delete Company

- Use this function to delete the information for a company which appears in your currently displayed "Yellow Pages" listing.

- Simply highlight the name (i.e., single click with the mouse, or highlight via the keyboard) and either press the  DEL key on your keyboard, or select this menu option.

- You will be asked to confirm the deletion before it is made.

Use Filters

- The use of Filters / Grouping Criteria allow you to manage more effectively a long "Yellow Pages" listing by determining which companies will be displayed.  The default Filter is to display ALL records.

- You can choose from 6 different criteria which are applied to all company records in your datafile (note that you can edit the text for these 6 criteria, but that the same text always applies to ALL company data records).

- In addition, you can choose to display only those companies where the  company name starts with a particular letter.

- The choice you make, as well as the number of records which match your choice, are always displayed on the title line of the "Yellow Pages" listing, and also appear on any Summary Report you may print.

- Note that these 6 criteria items are assigned to each individual company on the "Yellow Pages" Detail Screen during data entry / edit.

See Also:  Using "Yellow Pages" Filters / Grouping Criteria

See Also:  Selecting a "Yellow Pages" Filter

Print Full Details

- This function will print a single sheet containing all details for every company currently displayed in your "Yellow Pages" listing.  It also includes a section on the bottom for the names and titles of all people currently in your "White Pages" datafile who are LINKed to this company, up to a maximum of 12 individuals.

- This report is identical to the one you can request on an individual basis directly from the "Yellow Pages" Detail Screen.

- Note that you can manage how many pages are printed by controlling the "Yellow Pages" listing via Filters / Grouping Criteria.

- THIS REQUIRES EITHER THE ARIAL OR THE TIMES NEW ROMAN TRUETYPE FONT.
- THIS REPORT IS FORMATTED TO PRINT ON REGULAR 8.5x11" PAPER IN PORTRAIT MODE.

Print Summaries

- This function will print a condensed report for every company currently displayed in your "Yellow Pages" listing, with multiple companies per page.

- Note that you can manage how many companies appear in your printout by controlling the "Yellow Pages" listing via Filters / Grouping Criteria.

- THIS REQUIRES EITHER THE ARIAL OR THE TIMES NEW ROMAN TRUETYPE FONT!
- THIS REPORT IS FORMATTED TO PRINT ON REGULAR 8.5x11" PAPER IN PORTRAIT MODE.

Print Letter

- This function allows you to generate a free-form letter to the currently selected company using either Microsoft Write or Microsoft Word For Windows ( either V2.0 or V6.0) as your word processor.  This function is also available on the "Yellow Pages" Detail Screen.

Export to W4W

- This function creates a "Table" in a Word for Windows DOCument (either V2.0 or V6.0) from the information for the currently displayed company names which is suitable for "Print Merge" functions such as mass mailings, envelopes, mailing labels, etc.

- THIS FUNCTION *REQUIRES* MICROSOFT WORD FOR WINDOWS (either V2.0 or V6.0)!


To Do Functions
Using the "To Do" List

- The "To Do" list allows you to keep store, prioritize, print and track  various tasks.

- Using this function invokes the "To Do" listing, which displays the To Do task items you have currently recorded, and allows you to add, delete, edit, print, re-sort,"filter",  etc.

See Also:  The "To Do" List Main Menu

See Also:  Add / Edit To Do Items

See Also:  To Do List "Filters"

See Also:  Sorting the To Do List


About PhoneBok
PhoneBok - Version 3.0

- This program is released as FREEWARE by its author, Steve Dunn (CompuServe ID 70034,2454)
- Enjoy it!
- Feed me back any suggestions for improvements, enhancements, (or, Heaven Forbid, "bug" reports).  Please contact me via CompuServe E-Mail, or send "snail mail" to me at:

Steve Dunn
50 Hillside Drive
Hanover, MA. 02339-2624


Sorting the "To Do" List

- From the "Main Menu" Screen of the "To Do" portion of PhoneBok, you can re-sort the listing of "To Do" items being displayed to you.  The default sort is by the date on which the item was entered being Due when input into your To Do list, followed by the date on which the item was entered, followed by the item's "priority code" (a numeric value from 1 (highest priority) to 5 (lowest priority)).

- The menu bar allows you to change this sort order to one of the following:

[1]  Sorted by date on which the item was originally entered into your "To Do" list, followed by its due date, followed by the item's priority code, OR
[2]  Sorted by priority code, followed by date entered, followed by date due.

- Note that the sort that you choose is reflected in the "Print" option.


To Do List "Filters"

- In order to more effectively manage your "To Do" list items, you can tell PhoneBok to display all items or only some items.  By default, PhoneBok starts up by displaying ALL items.

- By using the menu choices, you can limit the items currently displayed as follows:

[1]  Exclude all the items you currently have coded as having been completed, OR
[2]  Including ONLY those items you have currently coded as having been completed, OR
[3]  Including ONLY those items which have a date due of today or earlier (those items which are "already due"), OR
[4]  Including ONLY those items which WILL be coming due within the next 30 days.  Note that you can change the number of days that the PhoneBok "To Do" list will use by clicking the menu option for "Change # Days".  You will be asked to enter any number you want (greater than 0, of course).

- Note that the results of the "Print" function depends on which items you have elected to currently display.


The USERDATA.SGD File

- This file is neither created nor maintained by PHONEBOK, but the data in it is used if this file is found.

- You can create this file in the directory where you have installed the PhoneBok program using any text editor (the MS-DOS "EDIT" program works very well, as does "EDLIN";  in fact, you can use any word processor which is capable of storing its output files as plain ASCII text).

- Note that this file MUST be named as "USERDATA.SGD"

- The file MUST consist of 6 lines (even if you use only one of them, you MUST include a blank line for every item you do not want to use) which are defined as follows:

Line 1 - Your full name
Line 2 - Your company / business title
Line 3 - Your nickname (usually your first name, or whatever...)
Line 4 - Your personal street address (part 1)
Line 5 - Your personal street address (part 2)
Line 6 - Your City, State, and Zip code information.

- This info is used by PhoneBok in the "White Pages" options labelled "Print Letter" and "Print Memo".

See Also:  Obtaining a Print Out