\~The CALLING TREE (tm) provides that special look and control one needs in pyramid or tree type organizations where a organization of people spread out from a root. This can be used in establishing and controlling emergency response or political organization phone trees, tracking referrals in network marketing organizations, and more that I haven't thought of yet.
\~
\~The primary key in this system is a person's phone number. This must be unique and specific to the individual's record. If have an application where you want to enter people who may not have a phone number then this version of 'THE CALLING TREE' will not work for you. (Give me a call. There may be a way to change this)
\~
\|Glossary of Terms
\~
\~FAMILY QUEUE (Frontline)
\~Number of people directly below you in the tree (could be hundreds). This could be your immediate downline if you are in network marketing.
\~
\~FAMILY QUEUE PARENT (Upline)
\~Person directly above you in the tree (will be only one). This might be your sponsor if you are using this in network marketing.
\~
\~LEVEL
\~This is how many people are between you and the top of the tree. If you are Bob and you started this program and then added Sue to your family queue, you would be level zero and Sue would be level 1. If you added John to your family queue, John would also be level 1, but if you added John to Sue's family queue, John would be level 2.
\~
\~DOWNLINE
\~A tree member's downline consists of all those people in the member's immediate/direct contact group and all the people in those contact groups.
\~
\|Regarding This 'System Operators' window
\~
\~The three elements of system that the program tracks automatically are: How many people are in a persons Family queue (i.e. How many people are direct downline or frontline for those networking types), How many levels this person is from the root person (i.e. how many people are between me and the main person), and how many total people are in the tree.
\`SYSNAME
\|SYSTEM NAME
\~
\~This the name you want to appear in several places throughout the program. This is my attempt to sort of personalize it for you.
\`AUTOYN
\|AUTOMATIC ASSIGNMENT MODE
\~
\~The essence of THE CALLING TREE is attaching or assigning each new member to someone's family queue or for those networking types to someone's immediate frontline. Thus giving everyone an upline sponsor or family queue parent. The question is how do you want the system to function in this process. The system can automatically assign the next available person as the family queue parent (this will give the tree the most balanced look), make no attempt at assigning a family queue parent (each one will have to be manually picked at the time of entry) or at least guess (picking the name of the person who is on the screen at the time of your pressing the ADD NEW function).
\~
\~Y - Pick the next available person
\~N - Let me manually assign a person
\~G - Pick the name of the person who was on the screen when ADD NEW was selected.
\~
\~Note: The Guess option can only attempt to assign a family queue if you select the ADD NEW option while someone's record is on the screen. If you select the ADD NEW from the main menu then the system will not guess at all, leaving it up to you to manually assign a family queue via the F4 'Assign' Key.
\~
\~If you try to save a new record without first assigning a family queue the system will kindly remind you.
\`MAXSIZE
\|MAXIMUM SIZE OF A FAMILY QUEUE
\~
\~In the instance where you are automatically building a tree by automatically assigning the new people to someone's family queue, the program must know at which point to break off a level and start adding to another level. This may be 5 for some applications or more than 100 for other applications.
\~
\~When you are adding new people to the tree and it really doesn't matter who they are assigned to, just that they are assigned to someone, then set 'Automatic Assign' to 'Y' for YES. You can always override the automatic mode by just using the 'F4-Assign' option each time.
\`QWIKQUIT
\|Quick Quit
\~
\~If you want to receive a prompt when quitting the program, then place a 'Y' here. Otherwise place a 'N' here and you will be instantly returned to DOS when you select 'QUIT' from the main menu.
\`PRNUPLVL
\|LEVELS OF UPLINE TO SHOW
\~
\~When you are printing out your Family Queue Sheets (Call/Contact Sheets) or Full Member Records, you have an option to display (print out) by default one level above the person who you are printing for. Set this value to '1' (default) or '2' to show two levels above (if there are two) or set it to '3' to show three levels above (if there are three).
\`PRNDNLVL
\~LEVELS OF DOWNLINE TO SHOW
\~
\~When you are printing out your Family Queue Sheets (Call/Contact Sheets) or Member Lists, you may want to know who the immediate next downline are in case you can't reach the person directly below you. Set this to '1' (default) or '2' to print the direct level and the next level below the direct level, or set it to '3' to print both the direct level, the next to direct level and finally two levels removed from direct.
\~
\~Exception: If you are printing out Lists you may specify '0' at printing time to skip the printing of any downline.
\`PAGELINE
\|PRINT LINES PER PAGE
\~
\~Enter the number of print lines on the pages you are using. The default is 66. This program will subtract 6 from that figure to use as margins at the top and bottom of the page. When it reaches the bottom margin or the end of a members family queue it will issue a page feed to move to the top of the next page.
\`LABELLINE
\|PRINT LINES PER LABEL
\~
\~Enter the number of print lines on the labels that you are using. The default is 6. This program will merely print a line then print the three line address then print the rest of the lines blank and then repeat the process. It will not print the three line address and issue a page feed.
\`SCREEN4
\|TREE MEMBER ADD/EDIT SCREEN
\~
\~The CALLING TREE (tm) provides that special look and control one needs in pyramid or tree type organizations where a organization of people spread out from a root. This can be used in establishing and controlling emergency response or political organization phone trees, tracking referrals in network marketing organizations, and more that I haven't thought of yet.
\~
\~The primary key in this system is a person's phone number. This must be unique and specific to the individual's record. If have an application where you want to enter people who may not have a phone number then this version of 'THE CALLING TREE' will not work for you. (Give me a call. There may be a way to change this)
\~
\|Glossary of Terms
\~
\~FAMILY QUEUE (Frontline)
\~Number of people directly below you in the tree (could be hundreds). This could be your immediate downline if you are in network marketing.
\~
\~FAMILY QUEUE PARENT (Upline)
\~Person directly above you in the tree (will be only one). This might be your sponsor if you are using this in network marketing.
\~
\~LEVEL
\~This is how many people are between you and the top of the tree. If you are Bob and you started this program and then added Sue to your family queue, you would be level zero and Sue would be level 1. If you added John to your family queue, John would also be level 1, but if you added John to Sue's family queue, John would be level 2.
\~
\~DOWNLINE
\~A tree member's downline consists of all those people in the member's immediate/direct contact group and all the people in those contact groups.
\~
\|Function Keys...
\~
\~[F1] Help
\~The F1 key is active through out and brings up context sensitive help in a help window. It will explain everything there is to explain at this point.
\~
\~[F2] List
\~Pressing this F2 key will give the user a window with an alphabetical listing of all the members of the tree starting with A. If you have done a Key Word or Phrase search and are consequently looking at a subset of the tree database then pressing the F2 key will give you a list of only the people in the subset.
\~
\~[F3] ShowC
\~Show comments in a full window. The comments field on the member edit screen is only part of the whole field. The whole field is 250 characters long. To view the whole field press F3
\~
\~[F4] Assign (Manually)
\~Press the F4 key if you want to assign this member (new or old) to a new upline family queue parent. Pressing this key will give you a window listing all the other members in the tree who are available to have as a parent. Choosing the same parent will yield no change. If you chose a parent who is currently in this person's downline then you will notified of such a case and will not be allowed to move this person's downline with them when they are moved. Their downline in that instance will compress up to their previous parent.
\~
\~Note: If you configured THE CALLING TREE for automatic assign then you will not have to manually assign new members. The program will automatically pick out the next logical member closest to the root of the tree to assign the new member to. Using the automatic assign feature assures that you will have a locally balanced tree with everyone getting calls as efficiently as possible.
\~
\~[F5] Dial
\~THE CALLING TREE uses a shareware program by the name of EASYDIAL written by Patri-Soft Inc. If you intend to use this feature, you first must unzip the file 'ED45.ZIP' that was distributed with this program.
\~
\~Now, place the cursor in a phone number field with a phone number entry in it. Then press the F5 key to dial that number. This process may only take place if you have the file 'ED.EXE' in the CT directory and there is a phone number to dial. You will see the Patri-Soft screen in the process of dialing the number. When the number has been dialed you hit any other key. This will return you to the member screen.
\~
\~[F6] Print
\~Press the F6 key to print a member's information to screen, disk or printer.
\~
\~[F7] Options
\~You have several options here. Using this key you may in the middle of entering a member's information switch to 'ADD a NEW member record', 'Edit/Change a member record', 'Retrieve a member record', 'Delete a Member' or 'Search Database'.
\~
\~The Calling Tree treats Retrieval and Search as two distinctly different operations.
\~
\~You may 'RETRIEVE' Member Records from the database by exact NAME, DATE or PHONE NUMBER
\~
\~You may 'SEARCH' for Member Records in the database by a range of DATEs and KEY WORD/PHRASE.
\~
\~Note: All Retrieved records from either the Retrieve or the Search Operation are placed in a SubSet file. So you may look at and work on just a SubSet of the tree's datebase rather than the whole database.
\~
\|- Retrieve -
\~
\~The system will look for a specific Name, Date or Phone number. If it finds none you will be notified. If it finds 1 then it will put that member record on the screen. If it finds more than one it will put up a window with a list of the records found and ask you to select the one you want.
\~
\~Name: Place the cursor in the last name field. Type in as much of the name as you can. Then press F8 (Start). The system will produce a window of names starting with the next alphabetical last name in the system.
\~
\~Date: Place the cursor in the date field [A,B,C or D] you are look for a date from. Type in a date you want to find. Then press F8 (Start). The system will find all of member records. Remember, date searches are field specific. So only Date A dates will be searched if you place the search date in that field, etc. The date format it 'MM/DD/YY'.
\~
\~|- Search -
\~
\~The system provides a means to do a search for range of dates, specific to a date field [A,B,C or D]. If it finds any dates equal to or between the dates specified then it will put those records in a subset datafile.
\~
\~The system provides a means to do a full tree database search based on the presence or absence of a key word or phrase. If it finds your specified key word or phrase 'anywhere in the database it will save that record to a subset file. To look for a key word or phrase just type it in and the press ENTER. To look for the absence of the word or phrase preface it with a double slash '//' i.e. '//pass'. The searches are case insensitive. That means that 'a' will find 'a' and 'A' and visa versa. So, 'pass' will find 'Passenger', 'bypass', and 'PASS'. and '//pass' will find all records but those.
\~
\~[F8] Save
\~The Action Key. Press the F8 key to Save, Accept, Start an operation.
\~
\~[F9] Prev
\~Pressing the F9 key will give you the previous record on file. If you were just about to ADD a NEW member then this operation will be canceled and the previous record on file will be placed on the screen in edit mode.
\~
\~[F10] Next
\~Same as F9 key, but pressing the F10 key will give you the NEXT record on file.
\~
\~[PgDn] LIST QUEUE
\~Queue List the member's individual family queue by pressing the PgDN key.
\~
\~[PgUp] Upline page
\~Upline Page up through the tree by pressing the PgUp key.
\~
\~[Ctrl/F1] Insert Today's Date in cursor field.
\~
\~[ESC]Menu
\~Press the ESC key just about anywhere, including here, and you will back up to the previous screen, in this case the Main Menu
\`LASTNAME
\|NAME FIELDS
\~
\~You may conduct searches of the tree's database by 1) placing the system in 'Retrieve Mode' then 2) placin any part of a person's last name (must) and first name (optional) in the appropriate fields then pressing F8 to begin the search. The system will display a window with the matching tree members listed alphabetically. You may also use the double period '..' to indicate a range of names to retrieve.
\~
\~Example: 'a..n' will retrieve all last names from Albert to Nyman.
\~'hall..' will retrieve all last names from 'Hall' to 'ZZZZ'
\~'..RUSH' will retrieve all last names from AAAA to RUSH.
\`SCREEN6
\|WELCOME TO 'THE CALLING TREE (tm)'
\~
\~This is a new system.
\~
\~The CALLING TREE (tm) provides that special look and control one needs in pyramid or tree type organizations where a organization of people spread out from a root. This can be used in establishing and controlling emergency response or political organization phone trees, tracking referrals in network marketing organizations, and more that I haven't thought of yet.
\~
\~The primary key in this system is a person's phone number. This must be unique and specific to the individual's record. If have an application where you want to enter people who may not have a phone number then this version of 'THE CALLING TREE' will not work for you. (Give me a call. There may be a way to change this)
\~
\|Glossary of Terms
\~
\~FAMILY QUEUE (Frontline)
\~Number of people directly below you in the tree (could be hundreds). This could be your immediate downline if you are in network marketing.
\~
\~FAMILY QUEUE PARENT (Upline)
\~Person directly above you in the tree (will be only one). This might be your sponsor if you are using this in network marketing.
\~
\~LEVEL
\~This is how many people are between you and the top of the tree. If you are Bob and you started this program and then added Sue to your family queue, you would be level zero and Sue would be level 1. If you added John to your family queue, John would also be level 1, but if you added John to Sue's family queue, John would be level 2.
\~
\~DOWNLINE
\~A tree member's downline consists of all those people in the member's immediate/direct contact group and all the people in those contact groups.
\`COMMENTS
\|COMMENTS
\~
\~This is the comments field. Enter any comments up to 250 characters. If you wish to view the entire comments field then press the F3 Key or with the cursor in the comments field press the PgDn Key.
\~
\~Auto Date:.. Place the current system date at the end of the entered data by pressing the ALT-F1 key.
\`SCREEN11
\|COMMENTS WINDOW
\~
\~Since the comments field is scrollable, you can look at the entire comments field displayed in this window. If you feel the need to edit the field you must do so from the scrollable data entry field on the member's data screen.
\`DATEA
\|DATES - A [MM/DD/YY]
\~
\~You may track up to 4 dates for each individual. You might think of using the 'A' date for say anniversery dates. But, you may use them for what ever you wish.
\~
\~Pressing the PgDn key while in Retrieve or Edit Modes will produce a list of all people in the tree's database with a date in 'A' date field, sorted by date.
\~
\~You may optionally find all records with an empty Date 'A' field sorted by last name/first name just by placing a question mark ('?') in this field prior to pressing the PgDn Key.
\~
\~Auto Date:.. Place the current system date in any field by pressing the ALT-F1 key.
\`DATEB
\|DATES - B [MM/DD/YY]
\~
\~You may track up to 4 dates for each individual. You might think of using the 'B' date for say birth dates. But, you may use them for what ever you wish.
\~
\~Pressing the PgDn key while in Retrieve or Edit Modes will produce a list of all people in the tree's database with a date in 'B' date field, sorted by date.
\~
\~You may optionally find all records with an empty Date 'B' field sorted by last name/first name just by placing a question mark ('?') in this field prior to pressing the PgDn Key.
\~
\~Auto Date:.. Place the current system date in any field by pressing the ALT-F1 key.
\`DATEC
\|DATES - C [MM/DD/YY]
\~
\~You may track up to 4 dates for each individual. You may use them for what ever you wish.
\~
\~Pressing the PgDn key while in Retrieve or Edit Modes will produce a list of all people in the tree's database with a date in 'C' date field, sorted by date.
\~
\~You may optionally find all records with an empty Date 'C' field sorted by last name/first name just by placing a question mark ('?') in this field prior to pressing the PgDn Key.
\~
\~Auto Date:.. Place the current system date in any field by pressing the ALT-F1 key.
\`DATED
\|DATES - D [MM/DD/YY]
\~
\~You may track up to 4 dates for each individual. You may use them for what ever you wish.
\~
\~Pressing the PgDn key while in Retrieve or Edit Modes will produce a list of all people in the tree's database with a date in 'D' date field, sorted by date.
\~
\~You may optionally find all records with an empty Date 'D' field sorted by last name/first name just by placing a question mark ('?') in this field prior to pressing the PgDn Key.
\~
\~Autodate:.. Place the current system date in any field by pressing the ALT-F1 key.
\`DATEFLD
\|SPECIFY SEARCH FOR WHICH DATE FIELD?
\~
\~Enter the Date Field Letter that you want to conduct the search for.
\`EMAIL
\|ELECTRONIC MAIL ADDRESSS
\~
\~A growing number of people have several mail boxes (Surface Mail P.O.Box and/or Home address), Voice Mail Box, and now Electronic Mail Box. More and more people are checking their Post Office Box, home mail box, phone (voice) mail box and multiple Electronic Mail (Email) boxes everyday. EMail boxes are springing up as a result of the home computer revolution. Most Email boxes will have the following format: 'name abbreviation@organization name abbreviation.organization type abbreviation'.
\~
\~For example: 'inquest@aol.com', 'jim.turner@boardwatch.com' and '70505.531@compuserve.com' are three different Email addresses for the author of this program.
\`BEGINDATE
\|FROM or BEGINNING DATE
\~
\~The program needs two dates in order to bracket a search. Finding all dates that are between these two dates.
\~
\~Enter the starting date in the format 'MM/DD/YY'. This is the date that the search will start with.
\~
\~If you leave this date field blank then the program will enter a default date of '01/01/01'.
\~
\~You may optionally find all records with an empty Date 'A,B,C,D' field sorted by last name/first name just by placing a question mark ('?') in the begin date field.
\`ENDDATE
\|TO or ENDING DATE
\~
\~The program needs two dates in order to bracket a search. Finding all dates that are between these two dates.
\~
\~Enter the ending date that you want in the format 'MM/DD/YY'. This is the date that the search will end with.
\~
\~If you leave this field empty then the program will insert today's date as default.
\`SORTSTART
\|Start the search/sort
\~
\~Press the ENTER or RETURN key to start this search/sort operation.
\`REGNBR
\|REGISTRATION NUMBER
\~
\~THE CALLING TREE is a shareware program and subscribes to the rules set forth by the Association of Shareware Professionals (ASP). You will get this screen once each time you run the program. All you have to do to bypass this screen is press the Enter/Return key each time.
\~
\~When you register this software you will be given a registration number. At that time you will enter your registration number in this screen. Once that step is completed, THE CALLING TREE is registered, and from that point on you will not see this screen again.
\~
\~You are free to trial run this program for 30 days. If you like it and continue to use it then you must register this software with...
\~
\~\+Jim Turner, dba
\~\+IN/QUEST, LLC
\~\+3140 S. Peoria St, #K-200
\~\+Aurora, CO 80014-3155
\~\+303-671-0800
\~
\~\+Registration is $39.
\`BUZZWORD
\|KEY WORD or PHRASE
\~
\~Enter the Key word or Phrase that you want to search for or DO NOT want to search for. Then press the ENTER/RETURN key or press the F8 - Start key.
\~
\~If you want to search for all records that DO NOT have a key word or phrase then preface the search word or phrase with the double slash '//'. i.e. '//Good' will look for all records that DO NOT have 'Good' in them.
\~
\~The program will do a record by record search for this and at the end present a list of all records where this key word or phrase either shows up or does not show up, depending on what you wanted. It can be any part of the record.
\~
\~Example: Key Word = 'pass' will find a match with 'Passenger' and 'Bypass'. Key Word = '//pass' will not find 'passenger', etc.
\`SCREEN13
\|DIAL MODE INFORMATION
\~
\~It was felt that dialing the phone from the ADD/EDIT screen would be a helpful feature here. Since there are so many different dialers available I chose to not write my own.
\~
\~If you don't know what a dialer is.... A dialer program will merely cause an attached modem to dial the phone. After the modem has completed dialing the phone number, you pick up the regular phone handset and hit any key on the keyboard to disconnect the modem. Sort of like having two phones, dial with one then use the second.
\~
\~If you already have a dialer on your system that you like, then just use the one you have.
\~
\~If on the other hand you do not have a dialer, with the author's permission, I am including (bundled) a NON-TSR dialer called EASYDIAL from Patri-Soft Inc. This is a separate shareware program and if you end up using the dialer feature with EASYDIAL for more than 30 days you must register EASYDIAL with Patri-Soft directly. EASYDIAL is a program called ED.EXE and can be called from DOS with the command ED {phonnbr}. When you press the F5 function key and your cursor is in a phone field with a phone number it will call ED.EXE and run it, attaching the phone number from the field your cursor was in.
\~
\~If, in time, you find a better NON-TSR DOS dialer then just put it in THE CALLING TREE directory, rename it to ED.EXE, then use it instead of EASYDIAL.
\`STATE
\|STATE or PROVINCE
\~
\~Enter a 2 (two) letter code or abbreviation for the state or province
\`COUNTRY
\|COUNTRY
\~
\~Enter a the country name or country's abbreviation.
\~Up to 12 characters. The first three characters show in this window field
\~
\~Print out results:
\~The full country field will print out on the member's full record everytime, but will only print out on mailing labels when the country is different than the default system country.
