Pragmatic Software Co. 6728 Bellehaven Drive Plano, TX 75023 $19 plus $5 shipping To get you started using Address Database (AddrDB), follow the tutorial below. It will step you through the functionality of the product and will answer the most common questions. Below are the lessons covered. Let's get started! Lesson 1 - Install Address Database Lesson 2 - Create a New File Lesson 3 - Add New Records Lesson 4 - Store notes for an existing record Lesson 5 - Find a particular record Lesson 6 - Change information for an existing record Lesson 7 - Delete existing records Lesson 8 - Undelete a previously deleted record Lesson 9 - Purge the deleted records Lesson 10 - Filter the existing records for specific categories Lesson 11 - Print Phone List Report Lesson 12 - Print Address Book Report Lesson 13 - Print Holiday List Report Lesson 14 - Print Mailing Labels Lesson 15 - Print File Folder Labels Lesson 16 - Save the file as a new name Lesson 17 - Merge the existing file with another file Lesson 18 - Open an existing File Lesson 19 - Import a comma-delimited file Lesson 20 - Import a file from an Excel Spreadsheet Lesson 21 - Export a file Lesson 22 - Export a file to Word for Windows for mail-merge Lesson 23 - Use the TO-DO list Lesson 24 - Use the Suggestion box Lesson 25 - Getting Help Lesson 26 - Purchase a copy of Address Database Lesson 1: Install Address Database ---------------------------------- To install Address Database, run SETUP.EXE from within Windows (you can not install a Windows program from DOS). To run SETUP.EXE from Windows, go to Program Manager and click FILE/RUN. Put the Address Database diskette into the a: or b: drive. Enter a:\setup.exe or b:\setup.exe and click OK. Follow the instructions on the screen to install Address Database. Lesson 2: Create a New File --------------------------- When accessing AddrDB for the first time, the last file you were working on will automatically be opened. If this is the first time you have used AddrDB, the SAMPLE file will be opened. Since we want to create a new file, Click on FILE/NEW or press CTRL + N. A dialog box will appear asking you to enter the new file name. Enter TESTFILE and click on the OK button. Notice that it automatically created the first record for you so that you will have an example to follow: Bruce Sample -- Lee HardFoot, Inc. Head Smasher 999 Roundhouse Street PO Box 999 Plano, TX 75023 214-144-9864 (Home) 214-545-8888 (Work) 214-755-8487 (Fax) 214-222-4444 (Beeper) 214-222-5555 (Car) Also notice that the file name is displayed on the title bar (at the top of the screen). The title bar displays Address Database 2.0 - TESTFILE.ADB. Lesson 3: Add New Records ------------------------- At the bottom of the screen, click on CLEAR or press ALT + I. This clears all fields on the screen and prepares you to enter a new record. Enter the following information. Use the TAB key to move between fields or click on the field you wish to enter. Last Name..... doe First Name.... john Address....... Rt 1 Box 126-a Zip........... 75023 Home Phone.... 1112222 Work Phone.... 80094steve Category...... PROSPECT Holiday List.. Click this field (X should show) Click on the ADD button or press ALT + A. You should have noticed a couple of features of AddrDB while entering the information for this record. First, when you entered the zip code of 75023, it automatically filled in a City of Plano and a State of TX. It does this because a prior address has been entered with that same zip code. This is called the "Intellegent Zip Code" feature. Second, when you entered a Home Phone, it automatically clicked the Primary Phone of "Home". When you tabbed to Work Phone and entered that phone number, it automatically clicked the work phone as the Primary Phone. The primary phone number is the number displayed in the Summary List. Third, when you entered a work phone of 80094steve, it automatically converted the number from alphabetic to numeric (from 80094steve to 800-947-8383). This is called the "Intellegent Phone Number" feature. Last, if you entered a lowercase letter as the beginning of any of these fields, the first letter was capitalized. This is called the "Intellegent Capitalization" feature. Enter a couple more records and click ADD or ALT + A after they are entered: Last Name..... smith First Name.... joe Company....... ABC and Associates Work Phone.... (912)774-8888 Category...... CLIENT Holiday List.. Click this field (X should show) Note: Click ADD or press ALT + A to add. Notice that it reformatted the phone number from (912)774-8888 to 912-774-8888 so that all phone numbers are kept in the same format. ----------------------------------------------------- Last Name..... jones First Name.... bob Company....... Acme Construction Title......... Product Manager Category...... CLIENT Holiday List.. (X should NOT show) Note: Click ADD or press ALT + A to add. Notice that no phone was listed in the summary list because we did not enter one. ----------------------------------------------------- Last Name..... marley First Name.... bob Home Phone.... 5551212x5555 Category...... PROSPECT Holiday List.. (X should not show) Note: Click ADD or press ALT + A to add. Notice how it reformatted the phone number. ----------------------------------------------------- Last Name..... jones First Name.... sue Address....... 111 South Blvd. Zip........... 75000 City.......... Plains State......... ga (automatically capitalizes) Work Phone.... 444-444-5555 Category...... client (automatically capitalizes) Holiday List.. Click this field (X should show) Note: Click ADD or press ALT + A to add. ----------------------------------------------------- Last Name..... brown First Name.... steve Address....... 90 SE Blvd. Zip........... 75000 Fax........... 3334445555 Category...... prospect (automatically capitalizes) Holiday List.. Click this field (X should show) Note: Click ADD or press ALT + A to add. ----------------------------------------------------- Last Name..... miller First Name.... jill Address....... 777 Roadway Zip........... 75000 Car Phone..... 444-5555 Category...... client (automatically capitalizes) Holiday List.. Click this field (X should show) Note: Click ADD or press ALT + A to add. ----------------------------------------------------- Last Name..... anton First Name.... sarah Address....... 55 main Zip........... 75023 Work Phone.... 123-5555 Beeper........ 123-4567 ** Click the Primary Phone next to Work Phone ** Category...... prospect (automatically capitalizes) Holiday List.. Click this field (X should show) Note: Click ADD or press ALT + A to add. ----------------------------------------------------- Now that these have been added, let's add the spouse of a couple of people we have already added. Go to the Summary List and click on Doe, John. Once you click on the record for John Doe, the detail is displayed on the lower half of the screen. Double click on the first name of John (or highlight it using your mouse). Change the name to Jane and click the ADD button. Notice that this adds Jane Doe as a new record with the same address and phone numbers. Do the same for Steve Brown by adding Nancy Brown. Note that you may use the EDIT/COPY FIELD or CTL + C to copy a field from one line to another. For example, you could copy the Home Phone to the Work Phone by clicking inside the Home Phone field and pressing EDIT/COPY FIELD (CTL + C). Then move to the Work Phone field and press EDIT/PASTE (CTL + V). The phone is copied. As a final note, Address Database will not allow duplicate names in the database. So, if you try to add a name (John Doe) which already exists, you will get an error message. You can get past this by changing the first or last name by a character. Lesson 4: Store Notes for an Existing Record -------------------------------------------- Notice that only 8 records are displayed in the Summary List. To access the other records, use the scroll bar to right of the Summary List. Scroll Down and click on the record for Smith, Joe. Click on the NOTES button or press ALT + N. Notice that it automatically takes you into Windows NOTEPAD and allows you to enter notes about this person. Enter the following notes for Joe Smith: 1/1/93 - Joe Smith was contacted about buying Widgets. 2/1/93 - Joe Smith became a client by buying 100 orders of Widgets. Personal Info: Wife's Name... Jane Barney-Smith Hobbys........ Golf (Ace Golfer!) Click FILE/EXIT when you are done. It will ask you if you wish to save the file. Click YES. Notice that the file name is the first initial + last initial + sequential number. Address Database stores this file name so that each time you click on Notes, it retrieves the correct NOTEPAD filename. Let's also copy the information, such as name and phone number, into the Notes file. To do this, click EDIT/COPY ALL INFORMATION. This puts the information in the clipboard (paste buffer). Now, retrieve the Notes file by clicking NOTES or ALT + N. Position your cursor after the first line of information and click EDIT/PASTE. The information for Joe Smith is copied into the Notes file! As a final note, since Address Database uses NOTEPAD to store notes, you can print the information, search for particular words, access help, etc. You have all the functionality of NOTEPAD at your disposal. Lesson 5: Find a Particular Record ---------------------------------- To find a person in the Summary List, click EDIT/FIND or press CTL + F (or you can click the mouse pointer on the FIND LAST NAME Field). Type in Smith and press enter. It will find the record JOE SMITH. Notice that while your cursor is on the Summary List, you can press the A key to go to the name beginning with A, or J to go to the name beginning with J. Likewise, you can press HOME to go to the first record, and END to go the last record in the Summary List. Finally, notice that as your cursor is positioned on top of a name in the Summary List (the active one is a red), the detail for that name is displayed on the second half of the screen. Use the up and down arrow while watching the detail change. Lesson 6: Change Information for an Existing Record --------------------------------------------------- Bring up the record for Steve Brown by clicking on that name on the Summary List. Change his category from PROSPECT to CLIENT. You can click on the down arrow button to the right of the CATEGORY field to get a list of valid categories. Highlight client and press CHANGE or ALT + C. Now add a Beeper number for John Doe. Bring up the record by clicking on John Doe (Summary List). Enter a beeper number. Notice that when you press TAB, it makes the beeper number the primary phone. If you do not wish for this to happen, click the appropriate Primary Phone button. Once done, press CHANGE or ALT + C. Lesson 7: Delete Existing Records --------------------------------- Notice the record count at the end of the Summary List. It displays: Number of Active Names... 11 Number of Deleted Names... 0 This means that you have 11 names in this file and none are deleted. To delete a name, click on the name in the Summary List and press the DELETE Button or ALT + D). For example, to delete SARAH ANTON, click on her record in the summary list and press ALT + D. You will be asked if you are sure you want to delete this record. Press YES. Notice that she disappears from the Summary List. Delete John Doe and Bob Marley in the same manner. Now notice that the record count at the end of the Summary List reflects the deletions: Number of Active Names... 8 Number of Deleted Names... 3 Lesson 8: Undelete a Previously Delete Record --------------------------------------------- To undelete a previously deleted record, click EDIT/UNDELETE or press CTL + U. This will display the Undelete Screen. Double click each name you wish to Undelete. For example, double click Sarah Anton and Bob Marley. <> appears next to each name you have double clicked. If you make a mistake, click on the RESET button or press ALT + R. Do this now. Notice that the <> message disappears. Pressing CANCEL will ignored all requests and return you back to the main Address Database Screen. Do not do this now. Double Click all three names and click UNDELETE NOW or press ALT + U. All names are undeleted and you are returned back to the main Address Database screen. Notice the record count at the end of the Summary List: Number of Active Names... 11 Number of Deleted Names... 0 Also, notice that the names have been reinstated. Lesson 9: Purge the Delete Records ---------------------------------- If you are sure that you will not want to undelete the names you have deleted, you can physically remove them from the Address Database file by purging the deleted records. To do this, delete Jill Miller. Then click EDIT/PURGE DELETES. Notice that the Number of Active Names Names changes to 10 and the Number of Deleted Names changes to 0. Address Database also has the ability to automatically purge your deletes each time you exit Address Database. To turn this function on, click EDIT/PURGE DELETES ON EXIT. A check mark will appear next to this item which means that each time you exit Address Database, the deleted records will be purged. To turn this function off, click EDIT/PURGE DELETES ON EXIT again. The check mark will disappear. Lesson 10: Filter the Existing Records for Specific Categories -------------------------------------------------------------- Let's imagine that you only want to see names of people that are prospective customers. Since we entered a category of PROSPECT for these people, you can filter your list to only include these. This can helpful for seeing all the names that meet a specific criteria or for printing mailing labels for specific names. To filter the list for PROSPECT customer, click VIEW/FILTER or press CTL + I. The Filter screen is displayed. The list to the left shows all the possible categories. Click PROSPECT. Notice that it moves from the left list to the right list which shows all the categories you have chosen to filter by. If you make a mistake, press RESET. Once you have pressed PROSPECT and it appears in the list to the right, click FILTER NOW or press ALT + F. You are sent back to the main Address Database screen. Notice that only the PROSPECTS are displayed. Also notice that the record count in the Summary List shows that the list is ** FILTERED **. To turn filtering off so that all names appear, click VIEW/ ALL or press CTL + A. Lesson 11: Print Phone List Report ---------------------------------- To print a phone list report, make sure your printer is turned on. Then click REPORTS/PRINT PHONE LIST. It will take a minute and then it will display how many names were printed. The report is sent to your printer. The report lists each name and their phone number(s). It is sorted alphabetically and separates each alphabetical group by a blank line. It puts the print date at the bottom of the report. If it prints in landscape, go to the Windows Control Panel and click on the PRINTERS icon. Then click on the Setup button. Make sure the paper size is Letter 8 1/2 x 11 and that the Orientation is Portrait. Lesson 12: Print Address Book Report ------------------------------------ To print an address book report, make sure your printer is turned on. Then click REPORTS/PRINT ADDRESS BOOK. It will take a minute and then it will display how many names were printed. The report is sent to your printer. The report lists each name, address and their phone number(s). It is sorted alphabetically and separates each alphabetical group by a blank line. It puts the print date at the bottom of the report. If it prints in landscape, go to the Windows Control Panel and click on the PRINTERS icon. Then click on the Setup button. Make sure the paper size is Letter 8 1/2 x 11 and that the Orientation is Portrait. Lesson 13: Print Holiday List Report ------------------------------------ To print a list of people you wish to send holiday cards or gifts to, you must first identify those people by clicking the Holiday List indicator for each name. To do this, access the name you want on the holiday list. Then click the HOLIDAY LIST check box until an X appears. Then click CHANGE or ALT + C. Do this for each name you wish to appear on the Holiday List report. Once you have selected those names, make sure your printer is turned on. Then click REPORTS/PRINT HOLIDAY LIST. It will take a minute and then it will display how many names were printed. The report is sent to your printer. The report lists each name, address and their phone number(s). It is sorted alphabetically and separates each alphabetical group by a blank line. It puts the print date at the bottom of the report. If it prints in landscape, go to the Windows Control Panel and click on the PRINTERS icon. Then click on the Setup button. Make sure the paper size is Letter 8 1/2 x 11 and that the Orientation is Portrait. Lesson 14: Print Mailing Labels ------------------------------- To print mailing labels for specific names, filter the list to include only the categories you wish to print mailing labels for (See Lesson 10 on filtering records). Or, you may print mailing labels for all names in your address book. To print mailing labels: 1. First select the type of printer you wish to print them on. To print them on a Plain Paper Printer (Laser or Ink Jet), click LABELS/LASER PRINTER LABELS. A check mark should appear next to it on the list. To print them on a tractor feed printer (Dot Matrix Printer), click LABELS/DOT MATRIX PRINTER. A check mark should appear next to this item on the menu list. 2. Put address label paper in printer: A. Laser Printer Labels - Use Avery 30 per page B. Dot Matrix Labels - Use Avery 36 per page 3. Click LABELS/PRINT MAILING LABELS or press CTRL + M. It will ask you how many of each label you want printed (the default is one label per name). Enter a number and/or press OK. It will take a minute and the labels will be sent to your printer. It will display that the labels successfully printed. Lesson 15: Print File Folder Labels ----------------------------------- File Folder labels can be created to get you more organized! To enter File Folder Information, click LABELS/FILE FOLDER INSTRUCTIONS. Click YES to filter the list by FILE FOLDER. Once you have filtered only the FILEFOLDER category, you will see a sample file folder. Address Database uses the first four fields to allow you to enter the file folder information. Let's add a couple. Click CLEAR or press ALT + I. Enter the following: Last Name.... CURRENT CLIENTS First Name... SINCE 1985 Note: Click ADD or ALT + A. -------------------------------------------------------- Last Name.... PROSPECTS First Name... SINCE 1985 Note: Click ADD or ALT + A. -------------------------------------------------------- Last Name.... DEAD BEATS First Name... BEGINNING 1985 Company...... ENDING 1992 Note: Click ADD or ALT + A. -------------------------------------------------------- Last Name.... DEAD BEATS First Name... BEGINNING 1992 Company...... ENDING 1994 Title........ Note: Click ADD or ALT + A. -------------------------------------------------------- Last Name.... STAFFING NOTES Note: Click ADD or ALT + A. -------------------------------------------------------- Last Name.... CLIENT PHONE BOOKT Note: Click ADD or ALT + A. -------------------------------------------------------- Notice that as you added each file folder, they appear in the Summary List. Now that you have entered all the file folder information, print the mailing labels by pressing CTRL + M (See Lesson 14 - Print Mailing Labels). Now that you are done printing file folders, click VIEW/ALL or press CTRL + A to view the names in your Address Book. Lesson 16: Save the File as a New Name -------------------------------------- To save TESTFILE.ADB to a new name, click FILE/SAVE AS... or press CTRL + S. A dialog box will appear asking you to enter a new file name. Enter CUSTOMER.ADB and press OK. The ADB extension tells Address Database that it is an Address Database file. You could have just entered CUSTOMER and it would have saved it as CUSTOMER.ADB. If you try to save the file as the same name of an existing file, an error message will be displayed. Otherwise, it will display the number of records saved under the new file name. The File/Save As command copies the file to a new name, it does not delete the original file you were working on. Notice also that it does not exit you from the file you were working on. You are still in TESTFILE.ADB. To access the new file you just created, click FILE/OPEN or CTRL + O. Then double click the new file name (CUSTOMER.ADB). It will then open the new file. Notice that the title bar changed to Address Database 2.0 - CUSTOMER.ADB. Lesson 17: Merge the Existing File With Another File ---------------------------------------------------- To merge two files together, open the primary file by clicking FILE/OPEN or press CTRL + O (See Lesson 18: Opening an Existing File). If you already have the primary file open, click VIEW/ ALL or CTRL + A to show all records on the file. Open CUSTOMER.ADB now (this will be the primary file). Then click FILE/MERGE. It will display an informational dialog box which tells you that it will save the original file as a backup in case you make a mistake. Click OK. Now, double click the file you wish to merge with the primary file. Double click SAMPLE.ADB. This merges these files together. Notice that any duplicate records are flagged as deleted. You can look at those by clicking EDIT/UNDELETE or pressing CTRL + U (See Lesson 8: Undelete a Previously Deleted Record for more information). Lesson 18: Open an Existing File -------------------------------- To access an existing file, click FILE/OPEN or CTRL + O. Then double click the new file name (CUSTOMER.ADB). It will then open the new file. From the Open Dialog Box, you can navigate to different disk drives and directories. Lesson 19: Import a Comma-Delimited File ---------------------------------------- Address Database can import a comma-delimited file to be loaded as an AddrDB file. Before doing this, you must know the layout of the file so that Address Database will load each record into the proper field. Let's create a comma-delimited file using NOTEPAD to be imported into Address Database. Run NOTEPAD by clicking the NOTEPAD icon from the Program Manager. Enter the following information into a new file: Parton,Dolly,222-2222,PO Box 123,Dalton,GA Reynolds,Bert,3334444,,, Stone,Sharon,(214)333-4433,123 W. Main,Irvin,TX, As you can see, the fields are (in order): 1. Last Name (ie. Parton) 2. First Name (ie. Dolly) 3. Home Phone (ie. 222-2222) 4. Address 1 (ie. PO Box 123) 5. City (ie. Dalton) 6. State (ie. GA) Notice for those people that did not have a particular field entered, a comma was entered to show place of the field. Save the Notepad file as IMPORT.TXT (Click FILE/SAVE AS and enter c:\addrdb\import.txt as the file name). Exit NotePad. From Address Database, click FILE/IMPORT. The Import File screen is displayed. Enter c:\addrdb\import.txt in the "Import File Name" field. Enter IMPORT.ADB in the "File Name to Create" field. Now you must specify the layout of the import file. Do this by clicking each field name in the proper order. As we listed above, the first field name is Last Name, so click it first. Then click First Name, then Home Phone, then Address 1, then City, then State. If you make a mistake, press RESET and try it again. Once the list on the right accurately depicts the fields on your import file in the correct order, click IMPORT NOW or press ALT + I. A message displays the number of records that were imported. Now go open the file you created (IMPORT.ADB) by clicking FILE/OPEN or pressing CTRL + O. Double click IMPORT.ADB. Look at the file, it worked! Lesson 20: Import a File from an Excel Spreadsheet -------------------------------------------------- You may currently have your name and address book stored in Excel. If you would like to import that file into Address Database, do the following: 1. Access Excel and open the file you would like to import. 2. Click FILE/SAVE AS and save the file as a CSV (delimites each record by a comma). To do this, click on File Type of CSV (Scroll box at the bottom of the screen) and save the file (C:\ADDRDB\IMPORT.TXT) 3. Follow the directions in Lesson 19, Importing a Comma- Delimited File. Lesson 21: Export a File ------------------------ To export a file from Address Database, open the file you wish to export (FILE/OPEN). Once opened, click FILE/EXPORT. A dialog box will appear asking you for a file name to create. Enter EXPORT.TXT and press OK. It then displays the total number of records exported. It asks you if you would like a report showing the layout of the exported file. Turn your printer on and press YES. Lesson 22: Export a File to Word for Windows for Mail Merge ----------------------------------------------------------- Follow the directions in Lesson 21, Export a File. Once this is done, access Word for Windows by clicking on the Icon in Program Manager. Create a new Word Document (FILE/NEW NORMAL). Create a sample mail-merge document. For example, enter this as the letter: John Doe and Associates 123 Main Street Plano, TX Dear Sirs: Please buy our Widgets, thank you. Sincerely, John Doe. To make this a mail-merge document, click FILE/PRINT MERGE. Then click ATTACH DATA FILE. Enter c:\addrdb\export.txt as the file name. Then put your cursor just before "Dear Sirs:" and click INSERT MERGE FIELD (located on the tool bar). Highlight FIRST NAME and press OK. Enter a space and Click INSERT MERGE FIELD again. Highlight LAST NAME and press OK. Press Enter for a new line. Click INSERT MERGE FIELD again. Highlight Address 1 and press OK. Press Enter for a new line. Click INSERT MERGE FIELD again. Highlight City and press OK. Enter a comma and a space after the City. Click INSERT MERGE FIELD again. Highlight State and press OK. You have now set up the fields you would like to merge (you could have entered other fields such as zipcode, etc). Now you are ready to merge and print the form letter. Click FILE/PRINT MERGE again. Click MERGE. From here you can click on MERGE TO PRINTER to get printed results or MERGE TO NEW DOCUMENT to see your results first. Select MERGE TO PRINTER and press OK to get a printout. See your Word for Windows manual for more details! Lesson 23: Use the TO-DO List ----------------------------- A To-Do list can help you get organized by allowing you to enter the tasks you need to work on, and the tasks already done. To create a TO-DO list, click TOOLS/TO-DO LIST or press CTRL + T. Double click the file name SAMPLE.TOD. This creates a NOTEPAD file in which you can record your work. Put an asterisk next to the items you are currently working on and an X next to the items you have finished. Once you finish an item, move it to the bottom of the To-Do List section showing "Things Done". Personally, I create a new file once a week. I name the file SM_MMMDD.TOD where MMMDD is the Month and the last day of the week. For example, SM_OCT12.TOD is a to-do list for Steve Miller, ending on October 12. Each week, I create a new To-Do list for the week. Make sure that you name the file with an extension of TOD so that Address Database knows that it is a To-Do list file. I recommend saving the file often, in case your machine loses power. Good luck getting organized! Lesson 24: Using the Suggestion Box ----------------------------------- To send me a suggestion about an item you wish to see in a future release, or to discuss problems you have found with Address Database, click TOOLS/SUGGESTION BOX. This displays a form-letter in Notepad that you can complete describing the suggestion(s). Print the file and send it to the address in the letter. Do not forget to enter your address at the top of the letter. I take all requests seriously and will respond to each reply. Your ideas make the product stronger! Lesson 25: Getting Help ----------------------- To get help, press F1. The User's Help Guide is displayed using Windows Write. You may print the manual or look at it on-line. To find a particular topic, click FIND. Enter the topic and it will search for the topic within the manual. You may also use the Table of Contents to determine the page a particular topic appears. Once you know the page number, press F4 (Go To Page) and enter the page number. It will take you directly to that page. Lesson 26: Purchase a Copy of Address Database ---------------------------------------------- Send a check, money order, or cashier's check to Steve Miller for $19 plus $5 shipping/handling to: Pragmatic Software Co. Steve Miller 6728 Bellehaven Drive Plano, TX 75023