ShareWare OnLine 2

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════ SYSTEM REQUIREMENTS ════ * DOS Version 3.3 or above * 570K Minimum available memory * Expanded memory(recommended for performance) * A hard disk with 2.5 Megabytes of disk space * Your Config.Sys file setup with: Files=41 Shell=Command.com/P/E:512 ════ INSTALLATION ════ To install Xpress put the disk in your current drive type INSTALL & press the <Enter> key. The install program will guide you through the process of installing Xpress. ════ GETTING STARTED ════ 1) Xpress is a menu driven program. All the function keys used within this program are displayed with simple explanations. In the various menus the functions available within that area will be displayed in boxes. In the record entry screens the functions available are shown at the base of the screen. Some of these function keys do not perform the same function universally throughout the program. We decided not to use multiple key-presses within Xpress. It was our intention to cut the amount of time wasted on learning pages of commands with multiple key definitions so that you could start using Xpress immediately. ┌────────────────────────────────────────────────────────────┐ │ Throughout this documentation these brackets "< >" will │ │ be used to designate a command. Sometimes with a │ │ function key (F1, F2,...), sometimes with a letter and │ │ sometimes with a word. │ └────────────────────────────────────────────────────────────┘ 2) The very "FIRST" area that you start with within Xpress are the Directories. Before medical, competition, schedules or any other record within the FILE section can be used, it is necessary to first list all information applicable throughout the program within the GENERAL and Horse directories. ┌──────────────────────────────────────────────────────────────┐ │ REMEMBER, information used throughout the program must be │ │ entered and saved first in the General & Horse Directories. │ │ Bypassing these directories will corrupt the database. │ └──────────────────────────────────────────────────────────────┘ 3) Scheduling in Xpress gives the user flexibility. The file section includes an area for scheduling horse related activities, feed requirements, medication and limitations. Scheduling can also be divided between Medical, Breeding and the Competition file areas. Page 1 When adding records to these areas notice the date, it's already pre-entered by your system. Cursor back to the date and change it. Use any date you wish. Here are some ideas on using the different file sections for scheduling. Medical: Farrier & veterinary care, medications & immunizations. Breeding: Scheduling a stallion for mares that will be covered or a timetable for breeding a single mare. Competition: Scheduling show or event dates, classes or classes for a particular horse. Your schedules can be viewed , saved to a disk file or printed. Most areas will allow for listing a start date and an end date for printing your schedules. 4) The <F1> key, when not used for help in certain fields is open to a library. There you have access to many forms of reference material. You can also create your own references, using your wordprocessor. Save it in ascii format and copy it to the Library Directory in Xpress for viewing. Remember there are help files already in this directory (much like this manual) to assist you so don't save your files with the same name and overwrite them. Also this function can be used to view reports that have been written to a disk file. Use the <F1> key. Then cursor up or down using the arrow keys, press <Enter> to select a file. While viewing the text you selected you can press <ALT-S> to search for a topic or reference. <Alt-A> will list the next occurrence. The (<-) and (->) keys reposition the text on the screen. After you are done press <Esc>. ════ NOTES ON EDITING ════ * Only enter real dates. When doing so if the month has only 1 digit use a 0 before the digit, like (01/01/90). * The General Information window in each of the 3 files "Schedule, Competition and Medical" are the main screens for each of these records. When you select the option to add or edit a record you will find that the cursor is in the lower window. You can use up or down arrow keys to move from the top to the bottom window. * There are also some fields that require you enter more than 3 characters. In the Competition file, Event is one of them. Also when you go to Reports and use the "File" option (write to disk) you should use more than 3 characters. * When a field requires that a box should be marked, use an <X> only. * It's not necessary to fill in the area code for a phone number. * The last four digits of a zip code don't have to be entered. Here is an example: 53007-( leave blank ). Page 2 D I R E C T O R Y The Directory is a vital part of Xpress. Information stored in this area is used throughout the program. ┌───────────────────┐ │ General Directory │ └───────────────────┘ (Adding a record) From the "Main" menu choose <Directory>, next select <General>. From this menu you can elect to add a record or records, edit an existing record or jump to REPORTS. Select the <Add> function. Enter all the businesses, names, addresses and information available to you. Be sure and fill in the Business field. If no business name is available use the persons name that you entered in the name fields or any identifying word that would describe this record. If you intend on using this name or business for billing, mark the box with an (X). If the record is not tagged for billing, accounts will not recognize this entry for access. Don't forget to also tag the other listings that pertain to this entry (breeder, lessons, boarder, ect). Mark their status in the box. You can list more than one. People not involved with our business can also be kept on record also. Just mark the box <OTHER>. A list of available commands are shown at the base of the data entry screen. <PgDn> to add additional records. When you are finished adding records use the <F10> key to save the records. (Editing a record) The edit feature is much like adding a record. The delete function allows you to delete a record in the general directory. This function will also delete all billing information from Accounts. ┌────────────────┐ │ Horse Directory│ └────────────────┘ (Adding a record) In the Horse Directory horses are listed by name and registration number. This information is vary important and supports major functions in this program. It's advisable to make sure that the horses name is spelled correctly and the registration number is correct also. Once the record is saved neither the name or registration number can be edited. What this means is that after you leave the record (save it) and find there is a mistake in these 2 fields you must delete the entire record and reenter it. To select the horses sex, cursor to the field. The program will display a listing. Select the proper entry and use the <ENTER> key to write it to the record. This record will list two veterinarians. These entries will be taken from the General Directory. The program does this automatically as you pass thru the names. If you choose not to list a vet at this time use the <ESC> key after the Search Window displays a listing of veterinarians. Page 3 Much like the General Directory, the Horse Directory displays a listing of entries to tag for the purpose of cataloging the horse entry. Use an (X) when marking an entry. Multiple selection are allowed. The <F2> key is used to allow you the choice of selecting a name (owner) from the General Directory and write it to the horse record. In this instance it is not necessary to first enter the information in the General Directory. You can enter the name and address manually and it doesn't have to be kept in the General Directory. But for billing purposes and some reports, it is advisable to first enter the owner's name in the General Directory, than allow the program to write it to the Horse Directory record. For example: If you run a breeding farm and the entry is a mare, She may be at your facility for a time. Her owner would also be paying board fees as well as breeding fees. This means that the mare is there for breeding and she will be boarded also. Both Breeding and Boarding would be tagged with an (X). A list of available commands are shown at the base of the data entry screen. <PgDn> to add additional records. When you are finished adding records use the <F10> key to save the records. (Editing a record) When editing a record in the Horse Directory, all the fields listed with the exception of the horses name and registration number may be changed. If the listing shows that the horse is a stallion and he has now been gelded, go back to that field and manually erase it.(Cursor to the beginning and use the space bar to overwrite the field). The program will than give you a listing to make another selection from. Use this same concept to change veterinarians. Or in this case the <ESC> key after erasing the vet name. No listing will be used than. Use the <F5> key to delete horses from the program. A word of caution! ┌─────────────────────────────────────────────────────────────────┐ │ When a horse is deleted from the Horse Directory all relating │ │ records from Schedule, Medical, Pedigree(Only in cases where │ │ Pedigree (only in cases when the horse is the first generation).│ │ Competition, Training & Breeding (stallion only) will also be │ │ deleted. │ └─────────────────────────────────────────────────────────────────┘ ┌────────────────────┐ │ Employee Directory │ └────────────────────┘ (Adding a record) There are no locked in fields. This directory can be edited at any time without any problems. None of the information in this file is used in any other file section. A list of available commands are shown at the base of the data entry screen. <PgDn> to add additional records. When you are finished adding records use the <F10> key to save the records. Page 4 F I L E S Getting started in this area is fairly simple and straight forward. When you choose a file, you can add a record, edit an existing record, go to Reports or return to the Files Menu change the selection or exit back to the Main Menu. When a record is going to be added the horse is selected from the Horse Directory. Use the arrow keys to cursor through the listing to the horse this record is intended for. Press <Enter>. The name, registration number and sex will be appended to the new record. The field which list the horses sex can be edited at any time. Cursor to the beginning , use the space bar to overwrite the field. The program will than list the options available. Select one, use the <Enter> key to write the change to the record. This option is helpful when a stallion is gelded and you wish to change subsequent records. ┌──────────┐ │ Training │ └──────────┘ (Adding a record) Adding new records to Training takes on two different meanings. Add a completely new file for a horse with a new set of records for a different training period. Or adding to an already existing schedule. In both cases these are new entries. To add a new file or a new file with entries first fill in the information necessary to aid in cataloging the period. Here is an example. For <File> use the horses name (either full name or an abbreviated version. Leave a space than place the date training is to start. Remember, the field length is 30 characters in length. ┌────────────────────────────────────┐ │ File: (horse name) (00/00/00) │ └────────────────────────────────────┘ Use your judgement when setting up the method you wish to work with. The rest of the information to be listed in this area is the horse, training facility, arrival date and the objective. The results and the date of departure will be added after this horses training is completed. To select a horse (from the Horse Directory) press the <F3> key bring up a listing. Make a selection than press <Enter>. Next press <F4> to choose a training facility (trainer) from your listing in the General Directory. If you are the trainer and this file is used exclusively for scheduling this entry can be omitted. ┌──────────────────────────────────────────────────────────────────┐ │ If the trainer is not listed please add that information before │ │ proceeding. Also add all people that will be involved in working │ │ the horse in the Employee Directory. │ └──────────────────────────────────────────────────────────────────┘ After the date of arrival has been added list what you intend to accomplish in Objectives. Now if this is not a new file and you would like to add to an already existing file, use <F2> to select that file. Page 5 If there is additional information to add, it should be added before going on to the next screen. ┌───────────────────────────────────────────────────────────────┐ │ One thing that is important to caution you on is that if │ │ information is altered from an already existing file, all │ │ information from previous records will be overwritten with │ │ the new changes. │ └───────────────────────────────────────────────────────────────┘ When you are finished use the <F10> key to save this information and proceed to the next area. Notice the information at the top of the screen. This is the information listed previously. The file, horse, training facility, start date and objectives can not be edited from this area. If you wish to close out this period of training when the last scheduled work is to be listed, the Date of Departure and Results can be added at this time. List the date of the scheduled work. To list the handler use the <F3> key and select an employee from the Employee Directory. The employee could be the trainer, but the trainer still has to be listed in the Employee Directory to be appended to this record as the handler. <PgDn> to add additional entries. After all entries are completed use <F10> to save and return to the Menu. ┌────────────────────────────────────────────────────────────┐ │ In order to save information for this area a date must be │ │ posted for the scheduled work (for the horse). If none is │ │ listed the information will be lost. │ └────────────────────────────────────────────────────────────┘ (Editing a record) Editing can be done on scheduled work, the handler can be changed, results added and the date of departure added to complete the record. Scheduled work for training can be deleted by using the <F4> key. The entire record can be deleted by using the <F5> key. Use the <PgDn> or <PgUp> key bring up scheduled work for deletion. Then use <F4> to selectively delete portions of the record. Use <F10> to save the changes made to the record and Exit. Reports can be printed after exiting the Training file. Choose Reports from this area or from the Main Menu. Move the cursor to the desired format, press <Enter>. Now continue on with the variety of search criteria available to do the report. Page 6 ┌──────────┐ │ Schedule │ └──────────┘ (Adding a record) This record contains 2 windows. The top window is for information that will be needed for the horse in general. If this is a completely new entry the feed, grain, supplements & medication will have to be added. If this horse is already listed in Schedule and only new task are going to be added the information last listed in this area will be shown. You can edit this information even though this area is for adding information. Here are some ideas for listing task that are horse related (APPOINTMENTS, MEDICAL & HOOF CARE, BREEDING, TRAINING, SHOW DATES & EVENTS. The list is endless and you can use the COMMENTS field to describe the task involved. If additional Task are to be added use the <PgDn> key. After completing the Addition of new Task use <F10> to save and return to the Menu. (Editing a record) Editing can be done on these task and/or the general information at anytime to reflect changes in feed, medication and schedules. The data in Task can be deleted as the task are completed. From EDIT first choose the horse. From within the record use the <PgDn> or <PgUp> key bring up the task for deletion. Now press the <F4> key. Don't worry, this only deletes the task not the entire record. Use <F10> to save the changes made to the record and Exit. Reports can be printed after leaving Schedule. Choose Reports from this area or from the Main Menu. Move the cursor to the desired format, press <Enter>. Now continue on with the variety of search criteria available to do the report. ┌──────────┐ │ Breeding │ └──────────┘ (Adding a record) Breeding allows the user to save information in three areas "mare, stallion and foal". Breeding can be used like a schedule and dates pre- entered. Reports can be generated and posted like schedules. These reports can also be updated and used as detailed breeding records. Information in this area is also used to print contracts. All horses entered in Breeding are first listed from the Horse Directory. Selected by record search and appended automatically to the breeding record being edited. This is true of all records within the file section were information is selected by a search listing. Here is an explanation of how to add information to the breeding record. The first area of importance is to list the breeding season for the stallion. From this area the cursor will move to the mare. Use the <Enter> key. Page 7 A search window with a selection of mares will appear. If the mare you wish to add to this record is not listed, you didn't add her to the Horse Directory. You will have to abandon this record and return to the Horse Directory to do so. Use the <ESC> to leave the record without saving. If your mare was listed continue with adding information to this record. Look at the information that was carried over from the Horse Directory. Is it correct? Do you wish to list a different veterinarian? Again, you will have to return to the Horse Directory to make the necessary changes. If you will notice that the veterinarian listed is the 1st listing from the Horse Directory. This is the primary vet. Lets move on to the Arrival & Departure Date. Enter the date the mare is to arrive. If no information is available at this time, use the Edit feature at a later date to do this. Now, choose the method of breeding, pass over the field with the cursor key. The program will present a listing, select one, press <Enter> to write the selection to the record. Now you can pre-enter breeding dates or do this as the mare is covered. The additional information about the status of the mare (testing Positive or Negative for pregnancy) can be entered at a later time. Also please note that the results are entered using the program much the same way as the breeding method was listed. You will find this is done in many area's of the program. Use the <PgDn> key to add additional mares to this stallion. Press <F10> to save the information and exit to the previous window. (Editing a record) When the <F5> key is used to delete a record, only the record containing the mare listed to the screen will be deleted. ┌──────────┐ │ Pedigree │ └──────────┘ (Adding a record) Pedigree contains 2 pages, Page 1 is general information on the horse. Help files are available for Legs, Hoof color and Facial. Use the <F1> key while the cursor is positioned on any of these fields for help with describing legs, hoof color and facial markings. This information may be helpful for writing descriptions necessary for registration. Page 2 displays the pedigree of the horse. This area will show 4 generations preceding the horse the pedigree is intended for. If you are adding a record you have the choice of manually entering all the information for the pedigree or use pedigrees from the Sire and/or the Dam already on file. Use <F2>=Create to select pedigree/s from the listing stored within this program. When you received Xpress there should be an example of both a mare and stallion's pedigree on file. Use the edit function from the Pedigree menu to browse the records and view both examples of pedigrees. After you are finished return to the menu and select the add function to create a new pedigree. You will be choosing a horse from a listing in the Horse Directory for this. It's not important which horse is chosen. After a selection is made use the tools described previously to help fill in the fields for legs, face, hoof and body. Body doesn't get any such help like legs, head, and hoofs do from using the <F1> key. When you are ready to move on to page 2 use the <PgDn> key. Page 8 In this area new pedigrees are created. Use <F2>=Create to bring up the menu with Mare, Stallion and Continue. Choose <Mare>. Select the mare from the listing. Now select <Stallion> and make a choice from the listing. After you are finished move the bar to <Continue> and press <Enter> to remove the pop-up menu. Than press <F10> to save the record and return to the Menu. Did you notice that both the mare and stallions pedigree's where appended one generation to the right? Now when creating a pedigree of your own it may be necessary to make one or both of the listing manually. After building a file of new pedigrees, creating pedigrees for new foals will not require a lot of manual entry. (Editing a record) It's important to note that pedigrees from previous entries can only be added while adding a new record. In edit mode both page 1 and page 2 can be edited and saved but the feature using the <F2> key to create a new pedigree is not available. ┌─────────────┐ │ Competition │ └─────────────┘ (Adding a record) Competition includes information about the event, handler, rider, good points, things to improve, etc. Multiple records for a single event can be saved listing different horses in different classes. Competition is setup differently than the other areas. Adding new records to Competition takes on two different meanings. Add a completely new event or adding a horse or horses to an existing event. In both cases these are new entries. To add a new event or a new event with entries first fill in the information about the event. If this is not a new event use the <F4> to choose an existing event. Information shown can be edited (changed) or added too from the existing event. Now if this is a new event and if all information necessary is not available at the present time just list the event. Use the <F10> key to save this information and proceed to the next area. Notice the information at the top of the screen. This is the information listed previously. It can not be edited from this screen. In this area classes are added along with the horse. A class must be entered in order to save this record. If none is entered all information that was listed will be lost. Lets continue and add information to Class. After a class is listed press the <Enter> key to move on to the Entries, than the Placing. If these aren't available (pre-entry) use the <Enter> key to pass over them to and through the horse field. The program will automatically show a listing of horses from the Horse Directory. Cursor to the desired selection, use the <Enter> key to write the horse to the record. If a mistake was made in choosing a horse, overwrite the horse with the space bar and use the <Enter> key to reselect a different horse. Information on points earned or/and earnings can be entered also. Totals for these entries will show up in the generated reports. Page 9 Comments can be added now or at a later date. Judges can also be added. They may be entered manually or if listed in the General Directory, use the <F3> key to append their name to the record. If this is a one time thing, entering a judges name manually is OK. But if the judge is used in other areas the name should be first written to the General Directory than taken from there. Also if the judge is not listed in the General Directory the name cannot be used for searches. (NOTE): the word JUDGE can be interpreted to mean OFFICIAL, STEWARD or anyone responsible for the final results in an event. Scheduling for events can also be done from within Competition and updated as complete records by editing after the event. Schedules created using pre-entered data can be used at events by using the blanks left on the uncompleted report to keep notes. Later these notes can be entered into the record. When you are finished with this class use the <PgDn> key to add additional classes or press <F10> to save the information and exit to the previous window. (Editing a record) When a record in Competition is to be edited it means only the class from that event. Events can only be edited from the function used to <Add> a record. There are two different functions used for deletion in Competition. The <F4> key is used to delete individual classes from an event. The <F5> key will delete the event and all the classes tied to the event. The horse can still be changed by using the space bar and new or different judges can be added. along with adding comments. The <Esc> key will allow for leaving the record without making changes. ┌───────────┐ │ Inventory │ └───────────┘ (Adding a record) This area is setup to keep a record of both renewable and non-renewable items. Their cost, value, date of purchase and the vendor item or items where purchased from. Renewable items are such things as hay, grain, medication s, etc. Non-renewable items are such things as saddles, hay forks, brushes, etc. There are 2 fields listed in the vendor box, one is a Date and the other is Vendor Price, that can be used for keeping an up to date listing of new item cost. Neither of these fields can be accessed from the reports utility. You can view them only by the edit file. This area will see more development for a better implementation of inventory control in later releases of Xpress. Page 10 ┌─────────┐ │ Medical │ └─────────┘ (Adding a record) The functions for Medical are basically the same as Schedule and Competition. Medical records are added by first selecting a horse from the search window. General information like allergies, deformities & limitations are than added. These areas most often won't change but can still be edited. Injuries, examinations, hoof care and breeding cycles, just to name a few, are occurrences. These things do change. When entering a new record the date field will list the current date read from the computer. If this date isn't what you want, cursor to it, type over the date. Now use the <Enter> key to proceed on to Category. Use the <Enter> key again, a listing will appear, make a selection press <Enter> to write that choice to the Category field. Before going on any further it's important to let you know that there is HELP available for this area working with Categories and their uses. Use the <F1> key while the cursor is in the Category field or on the first line where an explanation is going to be listed. The listing shown defines some categories with examples on how they can be applied to medical records. Lets continue on to Complications/Treatment/Hoofcare. For each occurrence list that which best describes the condition, treatment or scheduled maintenance for the horse's well being. Many times, scheduled maintenance for a horse's health or hoof care are reoccurring conditions. Using a predefined template eliminates the need to reenter the same information. At the base of the screen, were all the commands are listed, you'll see one that says <F3>=Notes. This command will bring into Medical pre-written instructions or conditions to be used in the area describing the occurrence. The use of templates will not restrict you from making modifications. If additional information is going to be added bring in the template first or the added entry will be overwritten. Here are a few suggestions for Categories and Templates: Immunization: List the shots that were given and why. Laboratory: Kind of test and results. Coggins, blood, ect. Semen Report: Motility, sperm concentration, ect. Surgery: What was surgery for and results. (sutured vagina) ect.. Injury: Describe injury, treatment and results. Sickness: Can be disease or ailment, (colic, abortion, cough, scours or pneumonia) ect. Treatment can also be listed. Estrus: Heat period for mare. In the comments field you can list the length of the heat period. The date that you entered at the top of the category window should be the date when the heat period begun. Using this date you can chart the Estrus Cycle for use in your mares medical report for the best time cover her. Cycle last from 19-26 days the average being 21 days. Examination: Check horse for breedability, physical wellness. ect Page 11 To make revisions to the Category use Category/Edit Record. To add new categories choose Category/Add Record. To make revisions to the templates use Template/Edit Record. To add new templates choose Template/Add Record. After Complications/Treatment/Hoofcare there is a box for Veterinarian and Farrier. If you intend on having a vet or farrier attend to this horse mark one of the boxes with an <X>. Marking one of the boxes will tell the program to bring up a listing with either all the farriers or veterinarians from the General Directory when the cursor is passed through the Name field. After you make a selection press <Enter> to write the name to the record. If you are satisfied with the information written to the record <PgDwn> key to add an additional record or press <F10> to save and exit. (Scheduling with Medical) Whether doing a follow-up on an illness or additional procedures in an examination. By pre-entering scheduled visits from the farrier, veterinarian, worming & medications, just to name a few, you can use these reports as (content specific) schedules and post them. The type of report you want to print adds to the versatility of setting up schedules using medical. (Using the <F2> key to access Accounts) This feature will allow for leaving the present record in Medical suspended and open up a window in the Accounts Directory. From Accounts select the name or business to access. Use the <Enter> key to process your choice. Notice the horse's name has automatically been appended to the account. Make your entry, use the <PgDn> key to add additional entries. Than use the <F10> key to save the record and return to Medical. This feature can be used at anytime while the record is open. (Editing a record) Accounts is not accessible from Medical\Edit. When using the edit feature you have two choices for deletion. The <F4> will delete only the category that is in view from the screen. When the <F5> key is used all records regarding the horse's medical history will be deleted from the program. All other functions used for adding a record are accessible for editing purposes. Be sure and use the <F10> key and save your records when changes are made. ┌──────────┐ │ Category │ └──────────┘ (Adding a record ) The use of Category has been explained in Medical. This area contains the category and definition(if you choose to define the category). Use the <F1> key while the cursor is in the Category field or on the first line where an explanation is going to be listed. The listing shown defines some categories with examples on how they can be applied to medical records. Page 12 (Editing a record) Use the <F5> key to delete categories from this area. Be careful when doing this. Deleting categories will affect searches done using categories from Reports. If categories are deleted it is recommended that all records using those categories be updated using the edit function in Medical to reflect the change. ┌──────────┐ │ Template │ └──────────┘ (Adding a record) This area contains the word Template(for defining each record) and the area where a predefined template can be created to be used in Medical. Use the <F1> key while the cursor is in the Template field or on the first line where a template is going to be created. (Editing a record) Use the <F5> key to delete templates. Unlike categories, templates do not effect any part of the program. If changes are made while editing use the <F10> key to save the revised template. If you do not want to save your changes or no changes were necessary use the <Esc> key to return to the previous menu. Page 13 C O N T R A C T S This area supports contracts for the sale of a horse or horses, breeding contracts, boarding contracts and contracts for the release of liability. ┌──────┐ │ Sale │ └──────┘ (Adding a contract) Choose <Add Record>. Notice that the program goes directly to the data entry screen. Both the Buyer and Seller will be selected from the General Directory. ┌──────────────────────────────────────────────────────────────┐ │ Make sure that all prospective buyers are tagged (Buyer [X]) │ │ in the General Directory. Also that all sale horses have the │ │ same such tag (Sale [X]) placed in the Horse Directory. │ └──────────────────────────────────────────────────────────────┘ Use the <Enter> key when the cursor is positioned right after Buyer. A search list will appear. Make your selection from this list. Now use the <Enter> key again. This will append information about the Buyer to the Sale Contract. Do the same procedure for Seller. Now the cursor has moved to the first horse. Use the <F3> key to display a listing of the horses available from the Horse Directory. Make a selection and use the <Enter> key to again append the information to this contract. Now enter the sale price of the horse. The cursor than moves to the next horse. If only one horse is to be sold per this contract, use the <Enter> or <Arrow> key to move on to the next area. If more horses are to be added repeat the procedure for adding a horse with the use of the <F3> key. If you wish to remove a horse that was already chosen use the <F2> key with the cursor positioned on the horses name. Here is the balance of the information needed to complete the contract: This contract is Made this (number+th or rd) day of (month), (year). The sum of $0.00 has been paid on the date hereof. The additional sum of $0.00 has been paid on or before (month)(day), (year). The balance $0.00 Payable in (number) consecutive (monthly) installments of $0.00 each, beginning on the (number+th or rd) day of each and every (Month) thereafter until said principal balance shall have been fully paid, together with interest on the unpaid balance thereof at the rate of (percent)% per annum. Buyer will at his sole cost and expense maintain mortality insurance on the horse and furnish to Seller the original policy on or before (month)(day), (year). In addition (if you have additional guidelines to use in implementing this contract). The type of information used may be changed to implement different guidelines for the length of payment period. The sum total of the purchase price of all the horses listed will be automatically shown in the contract. After you are finished use the <F10> key to save the record and return to the previous menu. Page 14 (Editing a contract) Use <Edit Sale> to make changes to an existing Sale Contract. To make changes to the Buyer and/or Seller use the spacebar to erase information within those windows. Than use the <Enter> key to bring up a listing of existing entries from the General Directory. Make a selection, press <Enter>. Use the <F2> key to erase a horse from the contract and the <F3> key to add another selection. The <F5> key will delete the contract. And the <F10> key will save the new contract with the changes implemented. If an <Esc> key is used the new changes will not be used and the program will return you to the previous menu. There are two choices available for printing a Sale Contract. If this sale is setup on installments and if this sale is a cash transaction. ┌───────────────────────────────────────────────────────────────────┐ │ PLEASE CONSULT A LEGAL AUTHORITY BEFORE USING THIS CONTRACT, IT │ │ MAY NOT BE SUITABLE FOR YOUR NEEDS. │ └───────────────────────────────────────────────────────────────────┘ ┌──────────┐ │ Breeding │ └──────────┘ (Editing a contract) Unlike Sale, to add a Breeding Contract a breeding record has to be opened in Files under Breeding. Than from Contracts select <Breeding>, than <Edit Breeding> to complete the information necessary for generating a Breeding Contract. Much of what is asked for within this record should be easily understood. If there is a problem consult Sale, add/edit a record. There is an example of terms used for entering information in some of the field layouts. No special keys are used in Breeding Contracts. And all deletions must be done from Files (Breeding). Be sure and use the <F10> key to save any additions or changes to the contract before exiting. If none are desired use the <Esc> key to go to the previous menu without saving. ┌───────────────────────────────────────────────────────────────────┐ │ PLEASE CONSULT A LEGAL AUTHORITY BEFORE USING THIS CONTRACT, IT │ │ MAY NOT BE SUITABLE FOR YOUR NEEDS. │ └───────────────────────────────────────────────────────────────────┘ ┌──────────┐ │ Boarding │ └──────────┘ (Editing a contract) Much like Breeding, the Boarding Contract is established from a different record area. The Boarding Contract originates from the Horse Directory. When a horse is added to that directory and an <X> is placed in the box next to Boarding, a basic contract is established. Page 15 All that is necessary is to add additional information in this area to complete the contract. Start out by listing the date you are writing this contract. Than list the boarding fees. Next, if the person in question is a minor, list the guardian, than the security deposit and the grace period when the payments are due. When you arrive at "Veterinary & Farrier attention will be arranged by:" select either Manager or Owner. Than after it says "will be invoiced" choose either directly or by manager. An example of this is: "If the service is arranged by the OWNER", it is very probable that the billing will go directly to the OWNER from either the veterinarian or farrier. The choice is yours in how you wish to setup the billing arrangements. Now list the state where this contract will be executed. Where it says, "The following are required:" You can place an <X> within the box where you wish these directions to be adhered to. Now enter the date this contract takes effect. See the area where it says "Boarding Services"? This is were you list the services provided for this boarding contract. This is another area were templates are used. Generally most services at your facility may be universal. What this means is that the services provided are basically the same for all boarders within your facility. Using the predefined templates will eliminate the need to reenter the same information over numerous contracts. The use of templates will not restrict you from making modifications or additions to the services. If additional services are going to be added bring in the template first or the added services will be overwritten. At the base of the screen, were all the commands are listed, you'll see one that says <F2>=Services. This command will bring into Boarding pre-defined services that you provide. When finished with the contract use the <F10> to save it. If you intend on deleting this contract, it can only be done by deleting the horse from the Horse Directory. ┌───────────────────────────────────────────────────────────────────┐ │ PLEASE CONSULT A LEGAL AUTHORITY BEFORE USING THIS CONTRACT, IT │ │ MAY NOT BE SUITABLE FOR YOUR NEEDS. │ └───────────────────────────────────────────────────────────────────┘ ┌──────────┐ │ Services │ └──────────┘ (Adding a template ) This area contains the word File(for defining each record) and the area where a predefined template can be created to be used in Boarding Contracts to list the services provided. Ideas for services include training, riding lessons and breeding just to name a few. Additional templates can be added by using the <PgDn> key. Be sure and save your entries with the <F10> key when finished. Page 16 (Editing a template) Use the <F5> key to delete templates. If changes are made while editing use the <F10> key to save the revised template. If you do not want to save your changes or no changes were necessary use the <Esc> key to return to the previous menu. ┌──────────────────────┐ │ Release of Liability │ └──────────────────────┘ (Edit a contract) Unlike Sale, to add a contract for the Release of Liability the person for whom this contract is intended for must first be listed in the General Directory. Now select <Edit Liability Release> to complete the information necessary for generating a Contract. Much of what is asked for within this record should be easily understood. If there are questions about how to fill in the different fields some of the examples shown under "SALES" may help. This contract originates within the General Directory so all record deletions must be done from within that directory. Use the <Edit> function to alter or erase information from this contract. Be sure and use the <F10> key to save any additions or changes to the contract before exiting. If none are desired use the <Esc> key to go to the previous menu without saving. ┌───────────────────────────────────────────────────────────────────┐ │ PLEASE CONSULT A LEGAL AUTHORITY BEFORE USING THIS CONTRACT, IT │ │ MAY NOT BE SUITABLE FOR YOUR NEEDS. │ └───────────────────────────────────────────────────────────────────┘ Page 17 A C C O U N T S Accounts is a billing utility. This utility keeps a running balance of entries. You can add, edit, delete, print statements and a report. "Important Note" ┌──────────────────────────────────────────────────────────────┐ │ Although Accounts has features that give it some of the same │ │ abilities as an Accounts Receivable program it was not the │ │ intention that Accounts be used in this way. │ └──────────────────────────────────────────────────────────────┘ An Account is established when, after, a Business and name are written to a record in the General Directory and the appropriate box within the General Directory is written to with an (X). Example ┌────────────────────────────────────────────────────────────┐ │ Use an (X) in the box if entry is used for billing [X] │ └────────────────────────────────────────────────────────────┘ Before adding entries to Accounts setup the header file, select <Edit Header>. The report name listed at the very top is used as part of a header for billing purposes. Both the name and address originate from a different area (Edit Header). If you choose to use your own stationary with a header already printed, omit this information from this file. Remember, this header is also used in printing contracts. If you live in a state that has an added tax for your services enter a tax rate. Remember, if your rate is 5% enter [.0500]. The Notice that is shown can be used for special announcements. This will be printed across the statement just below the last entry. This can also be omitted if you wish. The Remark is placed at the base of the statement and generally list the terms of payment. Like the rest, this feature is an option. There is only one record allowed for this area. After editing this file don't forget to use the <F10> key to save it and return to the previous menu. Now proceed to Accounts and add your entries. (Adding an entry to Accounts) The selection for adding accounts is taken from the General Directory. With <Add Accounts> new entries can be added to existing accounts. Select a business and proceed to enter the necessary data to the record. The computer date is automatically written to the record. If the date shown is not what is desired for this entry move the cursor to the area and overwrite the date. The next area ask to list a horse for whom this entry is for. Use the <F2> key to bring up a listing of horses from the Horse Directory. Make a choice than press the <Enter> key. This will append the horse to the record. If the service and or materials are taxable put a [Y] within the box. If services are not taxable but materials are they will have to be separate entries. Service/Materials, this field is important. If you fail to complete this entry the program will not save the record. There must be something written to this field or the record will be lost. Press <Enter> to move on to the cost. Enter the cost of the service and/or materials. Enter the dollar amount, put the period in, now enter the cents. Press <Enter when you are finished. Page 18 Notice that the Adjusted Balance changed. If you marked the box for "Taxable [Y]", after you leave cost the tax is automatically entered and the adjusted balance reflects that added amount. See the entry for "Received on Account". You can use the Edit function for accounts to make adjustments to this record at a later time. The Adjusted Balance will automatically tabulate the change when any of these entries are added to or edited. <PgDn> will allow for making additional entries in this one Account. If you wish to add additional entries, but to a different Account use the <F10> key to save this record. From the menu select <Add Entry>. Use the same procedure to add records as previously described. (Editing an Account) You can edit an account to make corrections if a mistake was made or to make additional entries to an already existing record. An Example of this is "Received on Account". Records can also be deleted from Edit using the <F5> key. Be sure and save the changes with <F10>. (Delete Billing) This utility allows you to selectively delete records in an account using a range of dates. You can select an account using the <F4> key. A Start Date & End Date is listed. Use just the start date or a start and end date. If you use the start date only it must match the first record in the account you want to delete. (Print Billing Statement) The statement for billing has various options for selecting accounts for billing. Boarder and Lessons are two such options. You may recognize both of these words by their placement in the General Directory. You can see by their use it is important all such entries in the General Directory be tagged to illustrate for what purpose these entries where made. Another function that enables the printing of selected records is the <F6> key. This key will display all accounts within the program. From this listing use the <Enter> key to tag selected accounts for billing. Now use the <Esc> key and return to the previous screen. Notice the notice at the top of the screen. This tells you that accounts have been tagged and how many. Now you are ready to choose a range of dates. All entries posted to the account between the selected dates will be printed to the statement. When you are ready to print use the <F10> to continue. Choose the method of output. Send the statement/s to the printer, file or to the screen. (Report for Accounts) The report is a summary of an account. The method of setup and printing a report is the same as billing. Page 19 R E P O R T S The REPORT is a summary of stored information that is collected for you by this program. The search information input to the program will determine the information you receive in the report. The format used when choosing information will determine the kind of report generated. The method of output you select. Here are the choices available. Make our selection with the Up or Down arrow keys and press <Enter>. Next choose where to direct the report output. ┌──────────────────────────────────────────────────────┐ │ Send Printer Output To │ │ ┌─────────────────────────────────────────────┐ │ │ │ Printer File Screen Exit │ │ │ └─────────────────────────────────────────────┘ │ └──────────────────────────────────────────────────────┘ Shown above are the options where the report can be directed . When the report is sent to a File a name is necessary for saving the report to disk. Shown below is the screen where the name of the report is entered before writing it to disk. ┌─────────────────────────────────────────────────────┐ │ Enter File Name To Send Report To :▓▓▓▓▓▓▓▓▓.Txt │ ├─────────────────────────────────────────────────────┤ │ Note Files are save with a (TXT) extension. │ ├─────────────────────────────────────────────────────┤ │ <Esc>=Exit Report <F10>=Send Report to File │ └─────────────────────────────────────────────────────┘ This choice can be aborted and an alternative selection made by using the <Esc> key. Or press <F10> to go on and process the report. In the next step you can search the records necessary to find the data you need for your report. The sort criteria may have many choices available (depending on the report type and information desired). As an example, from a sort criteria window in Medical: When choosing a name mark either the veterinarian or farrier box with an (X). This enables the program to selectively search for and report on vet or farrier related occurrences." Other report sort criteria examples: "There is in many cases a Start Date and End Date." If you look at the bottom of the window you will notice some <F?> keys in a box named COMMANDS. These function keys help with searches for selecting information to help with your searches. One important note about this is that the data available for selection is not taken from the search area, but from the General and Horse Directories. The reason being there would show up multiple entries of the same data in the search window were you select information to write to the search criteria window. When you are finished use the <F10> key to do your report either to the printer, file or screen. Page 20 If to the printer, make sure your printer is setup with the proper drivers installed in ES and is on. All the reports with the exception of Pedigree and Inventory print at 10 cpi. These two reports print at 12 cpi and 8 lines per inch. Remember, if you don't use the proper printer driver you may not get the reports to print properly. When you print to a file the report will be saved with an extension ".TXT" to disk in ascii format. This file will be saved in the LIBRARY directory. Your reports can be viewed with the <F1> from within this program. When you print to screen a window with the report will appear. You can <PgUp> or <PgDn> to view or search using the <ALT-S> for the first occurrence and <ALT-A> for each subsequent use. These commands are similar to those used when viewing files using the Library (<F1> key). If the report is wider than the screen, you can use the (<-) or (->) arrow keys to scroll the screen. Page 21 L A B E L S The label printing utility is setup to print both pinfed and sheet labels. The one across (3 1/2 x 15/16) pinfed labels are for impact type printers. The sheet labels are for laser or deskjet printers. It's possible that the sheet labels can be printed on a dot-matrix printer with a cut-sheet feeder but I must caution you, this has not been tested. From the Labels Menu there are choices for printing Address Labels and Shipping Labels. There are also choices for setting up the print functions of both Address and Shipping Labels. The very first thing you must do is setup either or both of these label print utilities before trying to print with them. (Address & Shipping Label Defaults) The very first thing you are asked is to select the Letter Quality. Than the number of labels across. If the printer is pin fed use the number [1]. If you are using a laser or deskjet you may choose [2] or [3] labels across. The function for positioning the labels defaults to [0]. If you have a problem with where the printing starts on the label use <Label Left Margin> to make that correction. Next is a listing of the Labels supported by this program. (Print Address & Shipping Labels) Address labels are printed using information from the General Directory. Select Address Labels to setup the search criteria. The first thing you will be doing is choosing the entries to use in printing the Address Labels. Notice where it says "Tagged records to print". Presently it says [NONE]. Use the <F6> key to bring up a listing of names. At the base of the search screen are commands for tagging and untagging entries. Apply these commands for making the necessary selections. Now use the <Esc> key and return to the previous menu. Notice that [NONE] has changed to [YES]. Other ways of making a selection are to enter "x's" to tag groupings like "Trainer". More than one can be tagged. There is a Logic choice available for this criteria also (as described earlier in reports). Use an "A" or an "O" when choosing AND OR for Logic. One other thing to mention is that you have your choice to print your labels with the Business and/or First Name. A Comment can be added and printed to each label. After you are satisfied with your choices press <F10> to start printing. S E T U P From setup a different printer can be selected. The database can also be optimized (repacked). This is done to totally remove deleted records. It is recommended that this function be used on a regular basis. Registration can be printed from this area also. Also displayed in this area is your system configuration. This information is read by the program while it is loading. It is displayed here in this area for your convenience Page 22 R E F E R E N C E (Category) Here is a list of numerous terms under various categories . EXAMINATION IMMUNITATION MEDICATION Endoscopic Respiratory │ Potomac Horse Fever │Azium (inj) Colic │ Flu and Rhino │Baanamine Laminess │ Lepto │Butazolidin IV (inj) Ophthalmic │ Rabies │Depo Medrol Purchase │ Rhino │Dexamethasone (inj) Respiratory │ Joint Ill │Hylauronic Acid Follicle │ Strep Vaccine │Egstim immuno Stimulant Vaginal Speculum │ Tetanus Toxoid │Liquimycin and Bute (inj) General │ Encevac (4 way) │Mineral Oil Intestinal Parasite ├─────────────────────┤Penicillin Procaine G & ───────────────────────┤ │ Bute (inj) │ SURGERY │Penicillin Procaine (inj) DEWORMING │ Abscess │Probiocin Paste Tube (Pyrantel 3 x) │ Colic │Prostaglandin (inj) Eqvalan Paste │ Removal of growth │Sodium Iodine (inj) ───────────────────────┤ Hoof abscess │T-61 (inj) │ Laceration │Tribrissen DENTAL │ Castration │Tribrissen & Bute (inj) Extract both wolf teeth│ │ Extract one wolf teeth │ │ Float Teeth ├─────────────────────┴──────────────────────── ───────────────────────┤ │ VETERINARY SERVICES RADIOLOGY │ Clean Sheath Fetlock (left-front) │ Medication of Uterus Fetlock (right-front) │ Pregnancy (single or multiple) Foot (left-front) │ Uterine (Biopsy or Culture) Foot (right-front) │ Bandage (foot,knee or lower Limb) Hock (right,left/both) │ Disposal Knee (left/right) │ Flush Abscess Front feet (both) │ Fluorescent Eye Stain ───────────────────────┤ Prep Wound │ Suture Removal LABORATORY │ Remove Drain Tube Coggins │ Wound Flush Culture │ Fluid Therapy,Intravenous Fluids: Histopath │ (Equilyte, LRS & Dextrose or Catheter) IGG (Foal Check) │ Anesthetize:nerve blocks, intra-articular, Thyroid Profile │ inhalation, intravenous, sedative, Urinalysis │ Ketamine & Rompun, local infiltration or Sperm Count │ Rompun & Torbugesic Tranquilizer. (Semen evaluation) │ Blood Count (CBC) │ Chemistry (VP-2) │ Selenium │ ───────────────────────┴────────────────────────────────────────────── Page 23 (Pedigree) Facial Markings Star: Any white marking occurring above the eye line. Strip: Any white marking occuring below the eye line and above the top of the nostrils but within the nasal bones. Blaze: Any white marking occuring below the eye line and above the top of the nostrils and extending outside both nasal bone lines. Snip: Any white marking occuring between the top of the nostrils and the bottom of the nostrils. Upper lip: Any white marking occuring below the nostrils, but still on the upper lip. Lower lip: Any white marking occuring on the lower lip. Chin Any white marking occuring below the lower lip. Hoof Color Dark hoof: Black or dark color. Normally, there will not be a marking above a dark hoof. White hoof: White or light in color. Normally, there will be a marking above a white hoof. Parti-colored hoof: A hoof that shows white and dark areas in stripes or larger areas. Normally, there will be a marking above a parti- colored hoof. Leg Markings Coronet: White marking extending no more than one inch above the coronet band. Pastern: White marking anywhere between the coronet marking and the bottom of the fetlock joint. Fetlock: White marking extending above the pastern, but below the top of the fetlock joint. Sock: White marking extending above the top of the fetlock, but below the mid point of the cannon. Stocking: White marking extending above the mid point of the cannon. Ermine marks: These are small black marks which sometimes appear around the coronet band. Page 24 M A I L Mail has two functions. Form letters can be created and with mail merge information stored in Billing and the General Directory can be selectively exported in a customized format (delimited ascii file). ( Create Form Letters ) This area allows you to create 2 page letters and merge information from the General Directory. All the letters that you write will be stored in a special database and can only be accessed from this program. Letters can have up to 80 columns, 66 lines and be 2 pages long. There are 10 areas available for storing your form letters. The <F1> key in this area provides text sensitive help. The help in this area explains the use of the different keys used for adding and editing form letters. Now that the choice has been made to work with form letters choose [Create/Edit Form Letter]. Now select the first listing. Don't worry about the names used in listing the form letters. These can be changed from within the area used to create your form letter. Now use the <Enter> key to complete your selection. ┌─────────────────────────────────────────────────┐ │ Selection │ ├─────────────────────────────────────────────────┤ │ 1 Letter Number - 1 │ │ 2 Letter Number - 2 │ │ 3 Letter Number - 3 │ │ 4 Letter Number - 4 │ │ 5 Letter Number - 5 │ │ 6 Letter Number - 6 <────These names can be changed │ 7 Letter Number - 7 with the <Shift>+<F6> keys │ 8 Letter Number - 8 from the edit screen.│ │ 9 Letter Number - 9 │ │10 Letter Number - 10 │ └─────────────────────────────────────────────────┘ <Esc>= Exit < >=Up/Down <Enter>=Select <F3>=Search Below is a facsimile of the screen for entering and editing your form letter. ┌────────────────[Editing text: Letter Number - 1 ]──────────────────┐ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────── Line 1 of 249 / Insert]────────────────────┘ F1=Help F2=Merge Fields F3=Search F4=Replace F5=Paste F6=Mark F7=Cut Shift/F5=Clear Letter Shift/F6=Change Name Shift/F7=Print F8=Copy F10=Exit/Menu Page 25 The first thing to do from within the area you are going to use to create a form letter is to familiarize yourself with the keys and functions. At the base of the screen are a list of functions that are necessary for creating and editing form letters. <F2>=Merge Fields: The fields used for merging selected information are taken from the General Directory. With the <F2> key you are able to list these fields and insert them into your letter. When you print the letter the program will then replace these fields with information from that directory. The same fields may be inserted as often as necessary within the same letter. ┌─────────[Select field and press ENTER]─────────┐ │ BALANCE Numeric │ │ HORSE Character │ │ BUSINESS Character │ │ FNAME Character │ │ MNAME Character │ │ LNAME Character │ │ ADDRESS Character │ │ BDDRESS Character │ │ CITY Character │ │ STATE Character │ │ ZIPCODE Character │ │ PHONE Character │ └────────────────────────────────[ TOP OF LIST ]─┘ ( )=Scroll line PgUp/PgDn=Scroll screen F9=Zoom Enter=Pick Esc=Quit F1=Help Search=<F3>: The <F3> key gives you the ability to search your letter for words or phrases. You also have the option to setup for what is looked for when a search is made. ╔══════════════════════════════════════════════════════════╗ ║ Search for: ║ ║ ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ║ ║ ║ ║ [X] Ignore UPPER/lower case ┌──────────┐ ║ ║ │ OK │ ║ ║ [X] Don't require whole word matching └──────────┘ ║ ║ ┌──────────┐ ║ ║ [ ] Use fuzzy logic in matching phrases │ Cancel │ ║ ║ └──────────┘ ║ ║ [ ] Start searching from top ║ ║ ║ ╚══════════════════════════════════════════════════════════╝ Type in a word or phrase to look for. Use arrow keys to navigate & <F10> to start search. Page 26 F4=Replace: Replace works the same way the search feature does but goes one step further. You can also replace the word you are searching for. ╔═════════════════════════════════════════════════════════╗ ║ Search for: ║ ║ ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ║ ║ ║ ║ Replace with: ║ ║ ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ║ ║ ║ ║ [X] Ignore UPPER/lower case ┌──────────┐ ║ ║ │ OK │ ║ ║ [X] Don't require whole word matching └──────────┘ ║ ║ ┌──────────┐ ║ ║ [ ] Start searching from top │ Cancel │ ║ ║ └──────────┘ ║ ╚═════════════════════════════════════════════════════════╝ Type in a word or phrase to search for. Cursor down to the replace field and type in the word or phrase to replace the field you are searching for to replace. After search locates the word/phrase you are given a choice to replace the word and/or all of the subsequent occurrences you can continue to search F5=Paste: After marking a word or phrase, and the copy or cut function where used, move to the desired area and use this function to insert the marked phrase. F6=Mark: Press <F6>, than drag the marker over the text that is to be cut or copied with the arrow keys. Next use the copy or cut functions. F7=Cut: Cutting text means to remove it from the document. The text is then stored in a buffered area. Text can be re-inserted in the same or different area by using the paste function. Be careful when using this utility. When other text is marked , then cut or copied before pasting the previous text, that previously text will be lost. F8=Copy: To copy text means to duplicate it. After text is marked use this function to store a copy of the text in the buffer. Until the buffer is overwritten by another copy or by cutting text, the text stored can be inserted as many times as you wish with the paste command. Shift/F5>=Clear Letter: This function allows you to delete all the text that is in the file you have open for editing. Shift/F6=Change Name: With the use of <Shift>+<F6> you can change the name of the form letter you are editing. Shift/F5=Clear Letter: Use both the <Shift> key and <F5> key simultaneously to erase all text that was inserted into the form letter that is presently being accessed. Shift/F6=Change Name: Use both the <Shift> key and <F6> key simultaneously to change the name of the form letter presently being accessed. Page 27 Shift/F7=Print: Use both the <Shift> key and <F7> key simultaneously to print the form letter being accessed. F10=Exit: With the use of the <F10> key another menu appears with function key assignments and commands for saving the created or changed form letter and leaving this area or leaving without saving the changes. Use the <F1> for additional help in using the edit features from within Form Letters. The layout of the Help screen has been altered so that it could be presented in this book for illustration. Some of the explanations have been shortened also. If you are confused as to the meaning of the commands listed, please consult the help screen (<F1> key) from within Form Letters. ┌────────────┬─────────────┬────────────────────────────────┐ │Text viewing│Control+Arrow│Jump one word to left/right │ │ │Home or End │Jump to line's beginning/end │ │ │PgUp or PgDn │Scroll screen up or down │ │ │Control+PgUp │Jump to top of this document │ │ │Control+PgDn │Jump to end of this document │ │ │F9 │Zoom in/out of screen editing │ ├────────────┼─────────────┼────────────────────────────────┤ │Text editing│TAB │Jump to the next tab position │ │ │INS │Toggle between insert/overwrite │ │ │Control + T │Delete next word on right │ │ │Control + Y │Delete current line │ │ │ ═╝ (Enter) │Create a new paragraph │ ├────────────┼─────────────┼────────────────────────────────┤ │Search │F3 │Search for a word/phrase │ │ replace │F4 │Search & replace word/phrase │ ├────────────┼─────────────┼────────────────────────────────┤ │Move & copy │F5 │Paste text from the clipboard │ │ │F6 │Mark text to be cut or copied │ │ │F7 │Cut marked text put in clipboard│ │ │F8 │Copy marked to the clipboard │ ├────────────┼─────────────┼────────────────────────────────┤ │File │F10 │Exit and save │ │ commands │ESC │Bring up the text editor's menu │ └────────────┴─────────────┴────(PRESS ANY KEY TO CONTINUE)─┘ Page 28 (Printer Defaults) After you have edited your letter and want to print it please check and/or reset the printer defaults. ╔═══════════════════════════════════════════════════════════╗ ║ Memo Printer Settings ║ ║───────────────────────────────────────────────────────────║ ║ Left margin: ▓▓ Width of line: ▓▓ ║ ║ ║ ║ Characters per inch (10, 12, 16): ▓▓ ║ ║ ║ ║ Print quality Draft, Letter (D or L): ▓ ║ ║ ║ ║ Show page number on Top, Bottom or Omit (T, B or O): ▓ ║ ║ ║ ║ Place number on Left, Center, or Right (L, C or R): ▓▓ ║ ║ ║ ║ Top margin: ▓▓ Bottom margin: ▓▓ ║ ║───────────────────────────────────────────────────────────║ ║ Pause the printer after every page (Y or N): ▓ ║ ║ Eject a page at the end of a report (Y or N): ▓ ║ ╚═══════════════════════════════════════════════════════════╝ <F1>=Help <Esc>=Exit/No Save <F10>=Exit/Save Setting the printer defaults is self explanatory. Be sure to read this screen carefully when making your selections. (Print Form Letter) The form letter can be printed through this menu choice or from the Create/Edit area. Page 29 M A I L M E R G E This function is setup to export database records into a delimited ascii file. There are two choices for exporting mail merge records. Each is for a different database. (Edit Mail Merge) Before choosing the records for your mail merge file the order and fields necessary for export have to be setup. Set the cursor at the position of the first field for import. Next use the <F2> key to list the fields available. Cursor to the field desired and use the <Enter> key to make the selection. If a group of fields represent a single entry put them on one(same) line, spaced according to what the layout of the importing structure is. The next field selected should be places beneath the previous field. And so on... ┌─────────────[Edit Mail Merge: MERGE]─────────────────┐ │ {BUSINESS} │ │ {FNAME} {MNAME} {LNAME} │ │ {ADDRESS} │ │ {BDDRESS} │ │ {CITY} {STATE} {ZIP} <─── Merge Fields placed here using │ the <F2> key. │ │ │ │ │ │ │ │ │ └─────────────────────────[Line 1 of 15 / Insert]────┘ F1=Help F2=Merge Fields F5=Paste F6=Mark F7=Cut F8=Copy F10=Exit/Menu Mark=<F6>: Cursor to the area you wish to work with and press <F6>. Next use the arrow keys to mark the text that you wish to perform a function on. Cut=<F7>: After text is marked you can remove it from an area by pressing the <F7> key. This text is then stored in a special buffer within the program. If you wish to later insert the text into another area move the cursor to that area and press <F5> to Paste. The text will be written back to your letter at the new area. Copy=<F8>: The copy function moves text to the clipboard like cut does. But copy doesn't remove the original marked text from your letter. With copy you can make duplicate entries within your letter without having to retype the phrase. Exit/Menu=<F10>: The <F10> key brings up ┌────────────────────────┐ this Command Menu. From this menu you can │ Help F1 │ execute commands with the function keys │ ───────────────────────┤ presented or the highlighted letter. The │ Merge fields F2 │ same functions listed at the base of the ├────────────────────────┤ edit screen will show the same commands. │ Exit & save F10 │ Some of these commands list alternate │ Quit (don't save) │ methods of execution. Using the <F10> key └────────────────────────┘ from this menu will "Quit & Save" your merge file. You can also press <Q> for "Quit & Don't Save" the file. Both return you to the previous menu. Page 30 (Export Mail Merge File) After the fields have been selected and their order has been established the records can be exported. ┌──────────────────────────────────────────────────────────────────┐ │ When a mail merge file is exported punctuation such as │ │ commas(,) and quotation marks(") are stripped from the records. │ │ Both of these methods of punctuation are used within the merge │ │ file for separating fields. │ └──────────────────────────────────────────────────────────────────┘ After returning to the previous menu select the records for export. from this listing use the <Enter> key to tag these records for mailmerge. Now use the <Esc> key and return to the previous screen. The notice at the base of the menu is a reminder to let you know if records have been tagged. Now select [2] to export the mailmerge file. Next, name the mailmerge file than use the <Enter> key to process the records. The merge file will than be written to the MERGE directory within EQS. From there it can be accessed or copied. Page 31