ASP Advantage 1993/The Association of Shareware Professionals Advantage CD-ROM 1993.iso/files/business/wuk212/names.hlp

Clarion Help | 1993-03-29 | 28KB | 538 lines

 Type in each area that applies to the name you are adding and
 press ENTER. For example, type "Bill" in First Name and press
 ENTER. If you want to skip something, press the ENTER key or
 the "down" arrow key. Use the arrow keys to move arround and
 fix things up. When you finish, press F10 to "Save" the name.
 After pressing the F10 "Save" key, a new menu appears to let
 you add Phone Numbers and other information for the new name.
 Use the ESC(ape) key to go back to the start of a field (like
 Last Name), and "undo" the keying you did in that field. Press
 <ESC> at the start of a field to move to the prior field (from
 Last Name back to First Name). Finally, press SHIFT<ESC> (hold
 SHIFT down, then press ESC) from anywhere to "undo" all the
 typing you have done, and QUIT the screen. Pressing just <ESC>
 from the "Mr/Mrs/Ms" area also Quits without saving anything.
 Press the F3 key to "skip" quickly down the screen. Use the F8
 key to see how your name and address data will appear when
 printed on a label or envelope. Press the F1 HELP key on the
 "state" to see abbreviations. Use F9 to skip to the MEMO area.
 '(Press Esc to exit Help)
 Use this to delete old Date and Note records. You will
 want to delete reminders for past events because they
 waste disk space, and after a year it becomes confusing
 to see the events from the prior year. A good practice is
 to delete reminders as they become more than a couple of
 months old. For example, delete May events in August.
 To delete these events, each record must have the "Mass
 Delete" value set to 'Y' (for "yes"). So as you add events
 of a temporary nature (like, "meeting at 9:00 with Joe"),
 be sure and put a 'Y'es in the Mass Delete area.
 Enter the Starting and Final Month to select which Dates
 or Notes to delete. To delete just one month's worth of
 records, enter the same Month number in both places. Next,
 enter the Year. The Year must match the ones you want to
 delete (spaces in Year deletes records with a blank year).
 You can also delete only records in a single Category (use
 F9 "Select" to choose), or associated with a single name
 (use F3 "For Name" to choose the name).
 #(Press Esc to exit Help)
Adding Phone Numbers and User Items
 Use this screen, while you are adding names, to add Phone
 Numbers and User Item Data. User Item data can be anything
 you want to record about the names in your file. For
 example, you might want to save a person's job title, the
 first name of a spouse, children's names, etc.
 Use the EDIT (PHONE TYPES or USER ITEM TYPES) to define as
 many areas as you want. For example, you might want to add
 a place for a 2nd "HOME" phone number. The titles and
 descriptions that you define in the EDIT menu, will be
 displayed here.
 For Phone Numbers, first type the actual number, then use
 the space bar to move to the "Extension" area.
 #(Press Esc to exit Help)
This option will add many dates at once. It is useful
 for repititious events, like meetings every other Tuesday.
 Dates can be associated with a single name, if you select
 the name first using the F3 "For Name" function key.
First enter the month and day to start the dates with,
 then the ending month and day. Next choose either a day of
 the month (say, the 2nd), or a day of the week (say, Tue).
 When you choose a day of the week, you must also tell the
 program how to repeat it (e.g. once a week), unless you
 choose the "every day" option. The "Day of Month" option
 is created once each month.
The rest of the areas are just like an individual date
 event, and will appear in each new date record. The TITLE
 area must be filled in. The MASS DELETE value is initially
 set to "Y"(es), but can be changed to "N"(o), if you wish.
The YEAR and MEMO comments areas are optional. If you
 leave the YEAR blank, the program will default to current
 year, with the "Day of Week" option. With the "Day of
 Month" option, the year will remain blank.
 #(Press Esc to exit Help)
Select by Date of UPDATE
Each time a name record is added or changed, the date
 of that action is kept by the system. You can use this
 date to select only the names that have been added or
 changed after a certain date. This date can be used to
 select names for printing, displaying, and other purposes.
This is useful if you need to see recently added or
 revised names. For example, if you keep Rolodex cards, you
 can print cards only for names that are newly added or
 recently changed.
If you enter a date here, and then press Enter or F10
 to "Save" the date, it will be used for your next "select"
 only. "Scan" will flash on your screen to remind you that
 a scan selection will be used.
 #(Press Esc to exit Help)
Main Menu
This is where you choose what to do next. The quickest
 way to choose is to press the key with the same letter as
 the first letter of the desired menu item. For example,
 type the letter "P" to select the "Print" menu item.
You can also use the cursor arrow keys (
) to move
 the highlight to the desired menu item. As each menu item
 is highlighted, a brief explanation of the item appears on
 the line above. When the desired item is highlighted,
 press the Enter key (
) or Down Arrow (
) to choose it.
To get started, highlight the word "Add" and press
 <Enter> (or just press the "A" key). Next choose "Name"
 and type in a name you want to add to your file. For
 additional information, press the F1 HELP key as you are
 using the program.
 #(Press Esc to exit Help)
Pull Down Menu
 This menu lets you choose what to do next. You can select
 menu items by pressing their first letter. For example, to
 select "Dates/Notes" press the letter "D" (either upper or
 lower case will work).
 You can also select menu items using the up (
) and down
) arrow keys, or the space bar, to highlight the desired
 menu item, then press the Enter key (
 See the box just below the menu for additional features.
 For example, if you see "F9 Select" you can press the F9
 function key and then change the "Select" category.
 To leave this menu and return to a higher level menu,
 press the Escape (Esc) key.
 #(Press Esc to exit Help)
Name Deletes
Use this function to delete all the Names in one
 Category. Choose the category using the F9 "Select" key.
 You can further select which names to delete by using the
 F3 "Scan" function key.
These names will be permanently deleted from your file,
 so be sure you are deleting names you no longer want. Use
 the SCAN NAMES function on the VIEW menu to see a preview
 of names to be deleted for the Category and Scan values.
Once the deleting process begins, you can press the
 Esc(ape) key to pause, and then decide whether or not to
 continue deleting names.
 #(Press Esc to exit Help)
U.S. States, Districts, and Territories
Canadian
Provinces &
 AL  Alabama
KY  Kentucky
     OK  Oklahoma
Territories
 AK  Alaska
LA  Louisiana
OR  Oregon
 AZ  Arizona
ME  Maine
PA  Pennsylvania
 AB  Alberta
 AR  Arkansas
MD  Maryland
     PR  Puerto Rico
 BC  British
 CA  California
MA  Massachusetts
RI  Rhode Island
Columbia
 CO  Colorado
MI  Michigan
     SC  South
 LB  Labrador
 CT  Connecticut
MN  Minnesota
Carolina
 MB  Manitoba
 DE  Delaware
MS  Mississippi
SD  South Dakota
 NB  New Brunswick
 DC  District of
MO  Missouri
     TN  Tennessee
 NF  Newfoundland
Columbia
MT  Montana
TX  Texas
 NT  Northwest
 FL  Florida
NE  Nebraska
     UT  Utah
Territories
 GA  Georgia
NV  Nevada
VT  Vermont
 NS  Nova Scotia
 GU  Guam
NH  New Hampshire
VI  Virgin
 ON  Ontario
 HI  Hawaii
NJ  New Jersey
Islands
 PE  Prince Edward
 ID  Idaho
     NM  New Mexico
VA  Virginia
Island
 IL  Illinois
NY  New York
     WA  Washington
 PQ  Quebec
 IN  Indiana
NC  North Carolina
WV  West Virginia
 SK  Saskatchewan
 IA  Iowa
ND  North Dakota
WI  Wisconsin
 YT  Yukon
 KS  Kansas
OH  Ohio
WY  Wyoming
Territories
 ,(Press Esc to exit Help)
Use this function to revise one Category in every name
 selected. Choose the names with F9 "Select" function key.
 You can further select which names to process with the
 F3 "Scan" function key (see preceeding menu).
The Categories in the name records are permanently
 changed, so be sure you understand before proceeding. Use
 the NAME SCAN function on the VIEW menu to see which names
 are selected from a given Category and set of SCAN values.
If the "Remove Category" is blank, this will add the
 "Add Category" to every name selected. If "Add Category"
 is blank, the "Remove Category" is deleted from the names.
 If both are used, the Category is revised.
 #(Press Esc to exit Help)
 This menu is to print reports on your printer. The NAME
 REPORTS and DATES/NOTES options select additional menu's
 which list more report options. LABELS, ENVELOPES, and
 ROLODEX print on these special forms, not plain paper.
 The PRINTER CODES option can be used to sent special setup
 codes to your printer (see your printer manual).
 Press the F9 "Select" function key to choose the category
 you wish to print. A blank category will print all names.
 Otherwise, only names in the selected category will print.
 Press the F2 "Start/Stop" key to begin and end reports
 with names other than the top and bottom names on the
 list. When F2 is pressed, a list of names in the chosen
 category appears. Move the highlight bar to the name you
 wish to start or stop with, and follow the directions on
 your monitor.
 Press the F3 "Scan" key to select names based on other
 criteria. For example, you can print names only in a
 particular state, or with addresses on "Main" street, etc.
 #(Press Esc to exit Help)
Use Date Events to Select Names
 You can use the Date reminder records that are associated
 with each name as a means of selecting names. For example,
 if you have memberships (or subscriptions) that expire,
 you can associate a Date reminder with the name for the
 required date (say, subscription expiration on 2/21/93).
 Just enter the beginning month and day, the ending month
 and day, and the year in this Scan select area. Then you
 can see a list of all the names with associated dates in
 the range you have entered. Or you can print labels or
 or address envelopes for these same names.
 This can work in addition to other selection rules, like
 the F9 "Select" Category.
 #(Press Esc to exit Help)
Scan Names
 The SCAN NAME option lets you search thru name records,
 selecting only names that have key words or letters. For
 example, you could look in the CITY area of each name for
 "San Francisco" OR "Boston." This would select all the
 names in either of these cities. Upper case letters do not
 affect which names are chosen (for example, "Boston" and
 "BOSTON" would both be chosen).
 You can describe "where" and "what" to look for with Scan.
 First, in "Where to look" enter all the places you want to
 search by placing a 'Y' after each field name (City, State
 or Zip, etc). Next, in "What to look for" enter the values
 you are looking for.
 You can put an 'X' in the "NOT" area, to select only names
 that don't have the values listed (for example, you can
 select names in all states, but NOT "CA" or "NY").
 Move the cursor to either of the "Date" selection areas
 and press F1 for help with these selection methods.
 #(Press Esc to exit Help)
 You can define CATEGORIES to separate your names into
 logical sub-groups. Then you can choose these sub-groups
 for various purposes, such as VIEWing on your monitor, or
 printing mailing labels for group members. Use SELECT on
 the menu bar to choose a category (or the F9 Select key).
 For example, you might want to define Category groups for
 babysitters, club members, clients, pizza places, etc.
 Each Category consists of a short abbreviation (1 to 4
 letters), and a longer description. The short abbreviation
 is placed in the name record for each person you wish to
 associate with that category. For example, you could put
 CLUB into the Category area of the name record for each
 member of your country club. Each name can be associated
 with up to 8 different categories.
 #(Press Esc to exit Help)
Phones
 You can have an unlimited number of phone "types" in your
 system. For example, you may wish to have space for CAR,
 FAX, and BBS phone numbers. Use this function to define
 the various "types" of phones you wish to have.
 Each type will have a short abbreviation ("CAR") and a
 longer description ("Car telephone number"). When you add
 names to your file, these phone areas will appear so you
 can type in phone numbers, as appropriate for each name.
 Each name can have an unlimited number of phone numbers,
 and the numbers can be revised at any time.
 #(Press Esc to exit Help)
User Items
 You can have an unlimited number of custom data fields in
 your system. For example, you may wish to have a place for
 spouse's name, or job title, or children's names, etc. You
 can choose the various "types" of data you wish to have.
 Each type will have a short abbreviation ("JOB") and a
 longer description ("Job Title/Description"). When you add
 names to your file, these custom areas will appear so you
 can enter the data that is appropriate for each name.
 Each name has an unlimited number of these custom data
 areas, and the information can be revised at any time.
 #(Press Esc to exit Help)
Phone Numbers
 You can have as many phone numbers as you wish for each
 name in your file. It is best to use the standard PHONE
 ABBREVIATIONS that are defined (HOME, WORK, FAX, etc), but
 it's not mandatory. It is also OK to use the same "type"
 more than once for the same name (like two HOME numbers).
 The NUMBER area is quite large. If there is an extension,
 press the space bar until in the extension area, then type
 in the extension. For some phone systems, you may wish to
 "Dial the Extension too" with the automatic DIAL feature,
 thus connecting directly with your party. You can insert
 commas (,) each one is a 2-second delay, as required. See
 printed documentation for additional features.
 #(Press Esc to exit Help)
These values tell the program about your system (type
 of printer, modem, etc). This is also where you define how
 you want reports and other printed material to look. You
 can also alter the way the program works (for example,
 whether or not to display date alarms).
These values can be changed at any time. If you aren't
 sure how to answer a specific question, it's probably best
 to skip it, leaving the current value. See the printed
 Program Documentation for more complete explanations of
 these values.
 #(Press Esc to exit Help)
Select Names
The Category you enter here is used throughout the
 program to select the names and dates associated with that
 Category. If you blank the Category field, by pressing the
 space bar repeatedly, then ALL names will be selected.
This Category determines which names print on reports
 and labels, and which names, dates, or notes appear with
 the VIEW option. Likewise, with MISC activities the
 Category affects which records are processed.
To use a Category you must first define it. Use the
 ADD or EDIT menu items to do this. After a Category is
 defined, you can decide which names belong in the Category.
 As you add or change names, type the correct value into
 the Category area at the bottom of the name screen. The
 Category values can be changed at any time.
 #(Press Esc to exit Help)
Custom Printer Control Codes
Use this to send commands to your printer for special
 printing needs. For example, you may want to set your
 printer to "letter quality" or change fonts.  You will
 need to look in your printer manual to see what codes are
 required for your particular printer.
The first part of each code is often an "Escape" code,
 which must be typed inside "less than" and "greater than"
 symbols, as follows: <27>. Any codes that you enter as
 "decimal" values must be in their own "brackets," like:
 <27><48> etc. These "bracket" symbols are on the "comma"
 and "period" keys (use Shift to get them).
Use the "non-decimal" code when possible. For example,
 use "<27>0" instead of "<27><48>" as it involves less
 typing and allows longer codes.
 #(Press Esc to exit Help)
Monthly Calendar
The calendar first displays the current month and year
 based on your computer's internal date. You can change to
 any other month and year by using the cursor arrow keys
 (the bottom of the calendar shows the effect of each arrow
 key). Or change to a new month by keying the month number.
Use the F5 "Month" and F6 "1 Day" function keys to list
 event reminders you have entered. From these lists you can
 add, change, and delete your Date event reminders.
 #(Press Esc to exit Help)
Dates or Notes FOR
 This screen lists DATE or NOTE records. The title tells
 whether it's FOR a person, a day, a month, or a Category.
 To select a record, "highlight" the line and press <Enter>.
 When you select a record, all the information is displayed
 and can be revised.
 Records can also be added or deleted here. Use the <Ins>
 (insert) key to add a record, or the <Del> (delete) key to
 drop one. The bottom of the list shows these keys and
 others that perform various functions with the list.
 #(Press Esc to exit Help)
Names on your file are listed here for selection. You
 can "Find" a name by typing the first few letters and
 pressing <Enter>. You can also use the <PgDn>, <PgUp>,
 <Home>, <End>, <
>, and <
> keys. Hold down <Ctrl> and
 press <PgDn> to move to the bottom of the list.
To add a name to your file, press the <Ins> "insert"
 key (you do NOT have to go to the alphabetical place where
 the name should appear). Hold down <Alt> and press "2" to
 add the 2-Name format. To change a name, "highlight" the
 name and press <Enter>. To delete a name, highlight it and
 press the <Del> "delete" key.
Function key values are listed at the screen bottom.
 Use these keys to add or change the NOTES, DATES, PHONES,
 or USER ITEMS for the name selected by the highlight bar.
 Press F10 FIND DUPE to search "down" for duplicates.
You can print LABELS or ROLODEX cards, and address
 ENVELOPES from this screen. First highlight the desired
 name, then press the key shown in the bottom right corner.
 #(Press Esc to exit Help)
 Names on your file are listed here for selection. You
 can "Find" a name by typing the first few letters and
 pressing <Enter>. You can also use the <PgDn>, <PgUp>,
 <Home>, <End>, <
>, and <
> keys. Hold down <Ctrl> and
 press <PgDn> to move to the bottom of the list.
 In order to choose a name to START or STOP with, or to
 associate with a DATE, first move the highlight bar over
 the desired name. Next see the instructions at the top
 and bottom of the screen telling which function key to
 press. With the name highlighted, press the appropriate
 function key. The selected name will appear at the bottom
 of the screen. After selecting the desired name or names,
 press the F10 "Save" key to exit the window with the
 selected name(s) "tagged" for subsequent use.
 #(Press Esc to exit Help)
 The "Date" record is used to save reminders of important
 events (meetings, birthdays, etc). These reminders can be
 printed on calendars and other reports, as well as appear
 in alarm messages to help you remember them.
 MONTH, DAY, YEAR: Enter the date of the event. You can
 omit the year for repeating events, like Christmas Day.
 If you enter the YEAR, the AGE or time TO GO will appear.
 TIME: Enter the beginning and ending time, if appropriate.
 To enter a time past noon, add 12 to the hours (for 3:30pm
 type 1530; the 'PM' format will appear just below).
 TITLE: Use this area to hold a short summary description
 of your event ("Sales Meeting" or "Joan's Birthday"). The
 TITLE helps you find a specific item on a list of events.
 MASS DELETE: Put a 'Y' is this area for "temporary" items.
 Use the MISC menu to delete groups of "temporary" entries.
 MEMO: Holds up to 16 lines of optional note information.
 #(Press Esc to exit Help)
 Press the ENTER key or down arrow to skip down to the data you
 want to change. Press the F3 SKIP key to move more quickly
 down the screen. When you get to the desired area, type in the
 new information. When you finish, press the F10 'Save' key to
 save the changes (Shift<Enter> does the same thing).
 From anywhere on the screen, you can press the F4 through F7
 function keys to see (or change) other information for this
 name. Use F4 for Notes, F5 for Dates, F6 for Phone Numbers
 (and automatic Dialing), and F7 for User Items. The bottom of
 the screen shows the use of each of these special keys. After
 pressing one of these keys, press F1 for additional Help.
 If you decide NOT to "Save" your changes, press Shift<Esc> to
 QUIT without saving the new information (you can also press
 <Esc> repeatedly until you reach the top of the screen, and
 then press <Esc> one more time to QUIT without saving).
 Use the F8 key to see how your name and address data will
 appear when printed on a label or envelope. Press F9 to jump
 directly to the Memo area.
 '(Press Esc to exit Help)
 The "Notes" record is used to save miscellaneous text
 information. You can have as many of these records as you
 wish, thus storing an unlimited amount of note data about
 each name in your file.
 MONTH, DAY, YEAR, TIME: These are automatically entered
 by your computer, reflecting the date and time that you
 add the note. Use the Up arrow (
) to move to these items
 if you want to change their values.
 CALL LENGTH: If you DIAL a call with the program, the
 length of the phone call is automatically saved here.
 TITLE: Use this area to hold a short summary description
 of your note ("Call to Robert Johnson"). This TITLE helps
 to identify a specific note when listed with other notes.
 MASS DELETE: Put a 'Y' is this area for "temporary" items.
 Use the MISC menu to delete groups of "temporary" entries.
 MEMO: Holds up to 16 lines of comments, notes, etc.
 #(Press Esc to exit Help)
This menu performs miscellaneous functions. Use F2, F3,
 and F9 to further select which names to process.
The MAIL MERGE function creates an ASCII file with the
 name MERGE.FIL. Each name will have 5 lines of address
 data (some may be blank). A sixth line for "salutation" is
 created if requested in the SETUP area.
The EXPORT function creates a "comma" separated ASCII
 file (also called DIF) called TRANSFER.FIL. This file
 contains all the data from each selected name record.
The IMPORT function loads data from TRANSFER.FIL. If
 a category is selected with F9, all names are put in that
 category. EXPORT and IMPORT files have the same format.
Use CHANGE CATEGORIES to revise the category found in
 each of the selected records.
Use NAME DELETES to permanently remove from your file
 all the names in a single Category.
The DATES/NOTES item leads to another menu that lets
 you choose to add recurring dates for an entire year (a
 meeting the 2nd Tuesday of every month, etc). You can also
 choose to delete a group of temporary date or note records
 (temporary means the MASS DELETE flag is set to "Y").
 #(Press Esc to exit Help)
ADD_NME
DATE_DEL$
ITM_AD
MASS_DTE$
MEM_DTUP
MENU    w
MN_TBL  )
NAME_DELJ
NAM_ST  1
REV_CATS
RPT_MENU
SCAN_DTE
SCAN_SET
SDEF1   M4
SDEF2
SDEF3
SDEF4
SETUP   %A
SET_CAT
SET_PRTRvG
SH_CAL  -K
SH_DTE
SH_NAMES.P
SH_NME34
UP_DATESxX
UP_NAME
UP_NOTES
UTL_MENU