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Technotools (Chestnut CD-ROM)(1993).ISO
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Clarion Help
|
1992-01-31
|
9KB
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224 lines
HELP WINDOW
SELECT ALL CUSTOMERS (MARK) marks all customer records in database
for printing/merging into documents.
RESET ALL CUSTOMERS (UNMARK) resets marks on all customer records.
These entries that do not have marks
present will not be selected for printing/
merging into documents.
SELECT CUSTOMERS BASED ON SEARCH will pop up with a window and ask you
#to enter a word or phrase. The "Note/
#Keywords" field of all customer records
#will be searched, and any records where
#the word or phrase occurs (exactly)
#will be marked for later processing.
#This IS upper/lower case sensitive!
ESC when done
MM3BLOCK
Cursor Control Keys
cursor up
backspace
cursor down
go to next tab stop
cursor left
left to tab stop
cursor right
go left one word
HOME
go to beginning of line
go right one word
END
go to end of line
^PGUP
go to top line
PGUP
go to previous page
^PGDN
go to last line
PGDN
go to next page
^HOME
erase entire line
INS
toggle insert mode
^END
erase to end of line
DEL
erase character
Block Operations
Other
mark characters
mark lines
replace
Alt M move
replace with verify
Alt C copy
^ENTER
accept (changes saved)
Alt D delete
cancel(changes not saved)
^ means pressed with CTRL key
means pressed with SHIFT key
ENTER for more, ESC to quit
*J !
** !
** !
** !!
* .!
**
* .!
**
$**
!**
!**
*J ..
HELP WINDOW
CUSTOMER DATABASE
MANAGE DOCUMENTS
MERGE/PRINT DOCUMENTS
Lets you create,
Lets you create and
Lets you select document
change, delete and
edit documents and
to print, and direct the
mark/tag customer
correspondence as
report to the screen, a
records, and look
well as merge in
disk file for later
at file sorted by
customer specific
processing, or a printer
LAST NAME
information, such
(LPT1 thru 4).
COMPANY NAME
as name, address,
ZIP/POSTAL CODE
as well as several
CITY NAME
user defined items.
STATE/PROVINCE
These items will be
CATEGORY CODE
pulled from customer
and PHONE NUMBER.
database at print
time for customers
whose records have
ESC when done
been marked/tagged.
HELP WINDOW
Lets you create, manage and change
the customer database, as well as
tagging/marking specific records
for printing/merging. Lets you
view them sorted by various
criteria including:
By Last Name
By Company Name
By Zip/Postal Code
By City Name
By State/Province
By Category Code
By Phone Number
ESC when done
Block Operations
MARKING A BLOCK. Press the key to start marking (either
characters or lines) and move the cursor to mark
the desired block of text. Press the same key to
stop the marking. The block will be "marked."
MOVING/COPYING. After marking a block (see above) move
the cursor to the new position for the block and
press the key for either Moving or Copying.
DELETING. After marking a block (see above), press the
key for deleting and the block will be removed.
UN-MARKING. Press the escape key or the same key used
to mark the block. The block will be "un-marked."
HELP WINDOW
Lets you create/edit/select a document.
Another window will pop-up to edit the
document.
ESC to exit
USE THESE KEYS TO MOVE ABOUT
Scrolls down one line
Scrolls up one line
PgDn Scrolls down one screen
PgUp Scrolls up one screen
^PgDn Goes to the bottom
^PgUp Goes to the top
END
Goes to the bottom
HOME Goes to the top
Moves left 5 columns
Moves right five columns
Moves to far left
Moves to far right
^ means pressed with Ctrl key
HELP WINDOW
Page 1
This screen lets you create, view, and change customer records.
Most records are relatively self-explanatory, such as Last Name,
Address, etc. Fields that may not be so obvious:
FULL NAME is put together by the computer from last and firat name,
so that you will see what it will look like on a document.
CATEGORY CODE is for you to categorize the customer in whatever way
you want, by region, sales person, types of goods and
services they buy, how much they buy, etc. This cannot
be merged into a document and is designed for your own
internal use.
INTERESTS is for you to categorize the type of customer they are, the
nature of their inquiry, what kind of things they buy, etc.
COMMENTS is a field for specific information about a customer that you
may want to merge into a document.
Press ENTER to continue with help
ESC to exit
&UPDCUS
HELP Continued
ESC when done
Page 2
USER-DEFINED INSERTION FIELDS are four fields that you can use for
!whatever you want. They could be used
!account numbers or balances, credit
!limits, date of last or next contact,
!specific product or service names,
!sales reps name and phone number, etc.
!These are very powerful fields to
!personalize correspondence.
NOTES/KEYWORDS is a fairly large field that can be used to store
a great deal of information about the customer,
and can be inserted/merged into the document, and
can also be used to identify customers, with the
"Find by" mark option. To use the find option,
get into the Customer database, by any criteria
(such as by last name), depress F5 for "Mark menu"
and select third option. This lets you specify what
text occurance you are looking for in the notes field,
and all customer note records where that specific
text occurs will be marked/tagged for document print.
HELP WINDOW
This lets you create and edit documents, and merge in customer
specific information, such as name, address, etc.
When you get to a point that you would like to insert a field
from the customer database, depress F2. A window will pop-up,
and give you a list of fields available for merging. To
place one in your document, select the specific field with the
up/down arrows, and depress "Enter". The computer will insert
a token word. When its time to print the documents, it will
substitute the information in the actual customer database for
the token for all MARKED records. You can put as many fields
as you want in the document, and fields can be repeated (such
as placing a persons name several times into the document.
ESC when done
MARKMENU
MEMO3
MENU (
MENU2
MM3BLOCK
SHODOC
SHOWFIL E
UPDCUS e
UPDCUS2
UPDDOC ,