AThe import/export program is intended for experienced computer
sers only! And is not supported without a service fee!!!
:Import Export allows you have import and export support
Bin this program. This provides you with a simple interface for
@importing new data to your system fr
om another file format,
7or exporting existing data for use in other software
<packages. The real benefit is that you can control which
Bfields are imported and exported, the order of the fields, and
heir format pictures. The file format is the standard
5comma-delimited ASCII (*.CSV), made popular by the
BASIC programming language.
Installing Lost MIRC Fonts
Steps:
1. Press the Start Button
2. Select Settings
3. Select Control Panel
4. Double Click On The Font Icon
5.Press File At The Top Left Corner
6. Select Install New Fonts
7. At Lower Right Corner, Select The C:\Window
s\System Folder
8. After Font List Appears In Window, Press Select All
9. Press OK- You Are Done.
What Are My Data Files?
All the files that end in tps are your data files, ie: mail.tps, checks.tps, etc.
have differently on different Tabs. On some, you will enter your choice and then press the Tab Key. On others, as you type, the scrolling bar on the list box will go to the closest match. From this screen, you can add, edit or delete records by pressing th
e correct button on the screen.
There are also several other choices on this screen. On the bottom, a button labeled PHONES will pop up a phone window with the phone numbers of the record listed under the scroll bar in the list box. On the right side of
the screen, there are several other choices. You can also dial the phone numbers listed by pressing the DIAL PHONE Button.
When buttons are pressed, they perform the function listed on the button.
ALT + underlined letter will select that function or move the cursor to that location.
The TAB key will move the cursor forward from field to field or from button to button.
The Shift Tab will reverse the direction of the cursor or back up.
The Enter key will generally save the current screen or confirm your choice.
Esc key will, in most cases, exit the current screen. Arrows will move the cursor up and down the scrolli
ly save the current screen or confirm your choice.
Esc key will, in most cases, exit the current screen. Arrows will move the cursor up and down the scrolli
ssing T
he OK Button. You can press the Post Monthly Draft Button and enter your monthly drafts in the same manner.
POST MONTHLY DRAFTS
Monthly Drafts are posted and printed in nearly the same way as posting and printing checks. The only difference is that instead of pressing the Select Client Button, Press The Post Monthly Draft Button. Select and print the day for
printing, select checks to print and print the checks in the same manner as above.
AUTOMATIC MONTHLY DRAFTS
Select the Monthly Drafts Icon on the Main Menu. Select Search, enter the Search Type and enter the Draft Day. Then print checks.
Now, enter to whom the check is to be paid. Then fill in the check memo area if you choose. The next field is used for a monthly bank draft. Fill in the day of the month for the draft. The Monthly Draft Amount or Check Amount is the amount for this check o
r monthly draft. If this is to be a monthly draft, enter the number of drafts, i.e. 12 for 12 months. If there is no set limit on the number of months, enter 999.
You can print checks directly from the Checks to Post And Print Screen without filling out
this screen.
As you select Tabs, you can search and view records by different choices or Locators. The LOCATOR is found just below the Tabs such as ENTER FIRST NAME: by entering the first name you will be taken to that record or to the closest match. The Locator may be
have differently on different Tabs. On some, you will enter your choice and then press the Tab Key. On others, as you type, the scrolling bar on the list box will go to the closest match. From this screen, you can add, edit or delete records by pressing th
e correct button on the screen.
There are also several other choices on this screen. On the bottom, a button labeled PHONES will pop up a phone window with the phone numbers of the record listed under the scroll bar in the list box. On the right side of
the screen, there are several other choices. You can also dial the phone numbers listed by pressing the DIAL PHONE Button.
As you select Tabs, you can search and view records by different choices or Locators. The LOCATOR is found just below the Tabs such as ENTER FIRST NAME: by entering the first name you will be taken to that record or to the closest match. The Locator may be
ehind the [ImportBasic
:Properties] button on the procedure properties window).
:As you move the highlighter bar over Target Fields with
9assigned Import Fields, the Import Field list box will
>move its highlighter bar to the corresponding entry.
;[Next] Button - This button causes the next record to be
9read from the import file and displayed in the "Import
1Fields" list box. If you reach the end of the
2file, then the [Next] button i
s disabled.
: [Picture] Button - This button calls the picture entry
5window for the currently highlighted Import Field.
:This picture will be used to deformat the import field.
5This is especially useful if the import field is a
;formatted date. The date format is @D1, Phone Number is
@P(###)-###-#
P, Zip Code , @s10.
@When Exporting and the Importing To Our Software Y
ou Must
XUse The Above Formats.
[Assign] Button - This assigns the currently highlighted
:Import Field to the currently highlighted Target Field.
<[Unassign] Button - This button clears the assignment for
<the currently hi
ghlighted Target Field. You should not
remove this button.
7"Strip header record (field names)" Check Box - This
:controls whether the first record of the import file is
ignored.
4[OK] Button - This begins the import process.
7[Cancel] Button - This cancels the import process.
G[Help] Button - This calls the help window.
Selective Export
CYou have two methods of Export: all or selective. To export all,
Etag all records and then export. To do a selective export, tag the
,records you wish to export and then export.
POSTING CHECKS TO PRINT BROWSE
From this screen, you will add the checks you wish to print. Start by pressing the Add Button. This opens the Check Information Screen covered below. You have two new buttons on this screen on the right side: (1.) Print Si
ngle Check, (2.) Print All Checks. Each button will lead you to a Selection Menu for the style of check to print.
ENTER CHECK INFORMATION FORM
You can enter the information you wanted on your check and save it, or if the Client has been added to the Client file, you can have this screen filled in for you. If you choose to press the Select Client Button, the Client
Names and Information Screen will pop up. Select the client for which you wish to print a check, click on their name and press the Select Button. The check screen will be filled out for you. Edit any information necessary, and save the screen by pressing T
he OK Button. You can press the Post Monthly Draft Button and enter your monthly drafts in the same manner.
POST MONTHLY DRAFTS
Monthly Drafts are posted and printed in nearly the same way as posting and printing checks. The only difference is that instead of pressing the Select Client Button, Press The Post Monthly Draft Button. Select and print the day for
printing, select checks to print and print the checks in the same manner as above.
AUTOMATIC MONTHLY DRAFTS
Select the Monthly Drafts Icon on the Main Menu. Select Search, enter the Search Type and enter the Draft Day. Then print checks.
ng screens or drop boxes.
Import Export
9This procedure allows you to import data from a comma-
:delimited ASCII file into one of your data files. The
<field assignments are decided by
you at run-time. You
/can also specify the reformatting picture.
4You can preview import records to determine which
>import fields are to be matched to the target fields. They
?can also strip the fir
st record, in case it contains field
names.
=Once you have created your ImportBasic procedure, you must
:specify the target file. You do this using the [Files]
:button on the procedure properties wi
ndow.
8The default window contains the following controls:
<Import Field List Box - This list box contains a separate
9entry for each field found in the import file. Beside
9each field is the picture.
(For @S fields they will
:see "Alpha-num", for @N fields they will see "Numeric",
5and for all others they will see the actual "@..."
:picture.) Beside the picture is the value of the field
8in the current import record. If the first record in
7the import file contains field names, then the first
7values that the user sees will be these names. This
=can make it very handy for assigning
the import fields
:to the target fields. They can press the [Next] button
Bto view other records in the import file.
As you move
9the high lighter bar over Import Fields that have been
7assigned to Target Fields, the Target Field list box
5will move its highlighter bar to the corresponding
entry.
;Target Field List Box - This list box shows which import
6fields will be assign to which target fields. (The
7fields that are available here are controlled by the
Include and Exclude options b
BANK AND CHECK INFORMATION BUTTON
Fill in the Bank's Name and Address as it appears on the Client's Check. Next, fill in the Bank Federal Reserve ID Number. This number is usually a smaller number near the top of the check - often near the check number.
Sometimes this number is on two lines.
The Check Transit Number is the group of 9 numbers on the bottom of the check with a leading small vertical line and two dots and ending with the same mark. The next group of numbers is the account number. If the
re is a group of numbers before the Transit Number, this is the check number. You don't need to enter that number at the bottom of the check. Do enter the check number from the top of the check, or the one the client gives you.
(NOTE*** if there are ||
| dashes in the account number, use Shift D for the dashes on the
account number field.)
SEARCH AND SHOW TAGGED/SHOW ALL BUTTONS
With these buttons you can search, view and print almost any selection you choose. Press the search button. A search window opens. Enter your search selection in the field of your choice. Next, press the search t
ype button. On this window you have several search radio buttons. Select the one that best fits your need. Next, press Begin Search. Your next choices are: Edit, Select, Unselect and Cancel. Edit will take you to the Edit Window for editing. Select w
ill search your selections and place them on the Browse Window. You can then toggle between Tagged and Show All Records.
CONTACT INFORMATION:
From this screen you can add new contacts or call backs. The scrolling colored icons show the status of the contacts or call backs. Green = Pending, Blue = Today, Red = Past
APPOINTMENTS:
From this screen you can add new appointments. The scrolling colored icons show the status of the appointment. Green = Pending, Blue = Today, Red = Past.
BROWSE THE CONTACT FILE:
From this screen you can add new contacts or call backs. The scrolling colored icons show the status of the contacts or call backs. Green = Pending, Blue = Today, Red = Past.
APPOINTMENTS:
From this screen you can add new appointments. The scrolling colored icons show the status of the appointment. Green = Pending, Blue = Today, Red = Past.
Print Business Cards
HELP FOR PRINTING CARDS AND LABELS
1. Press Add.
2. Fill in information.
3. Press Ok.
4. For Business Cards, press the copy button, then
the ok button to create a total of 10 records.
(30 records for Return Address La
bels)
5. Press the button of your choice for printing
cards or labels.
6. For Business Cards, if you want a logo on the card, open each file and select an
image.
For Business Cards Uses: Avery Cards 5376 - 5377 Etc.
For Return Address Labe
ls Use: Avery Labels 5160.
The above will print 1 page. If you wish to print several pages, repeate step 5. Your printer driver may offer a choice for number of pages to print. You can also add 20 records to print 2 pages etc.
The Clear button will c
lear all records so you can enter new information. You can also print two or more different cards at a time by creating half the records in one name and the other half in another name.
You can track an unlimited number of companies at the same time. When you
enter the name and address in the browse mail file, enter a Company Code for the network marketing company name. This field is found below the sponsor information. YOU MUST DO TH
IS FOR EVERY PERSON if they are to have a downline. Example:
If you are tracking several companies, enter a different code for each company. If you have the same person in more than one company, they must be added in the main MAIL file once for each com
pany. There is a copy record button for this purpose. If you only want to track 1 company, you don't need to enter a company code.
When you enter the genealogy browse screen, it will show all records that have a level number. If you have only 1 company,
that will be the genealogy. If you are tracking more than one company, press the 'Search' button, enter the company code, press 'Begin Search' button and then the 'Select' button.
Only this company now appears on the screen. Press 'Print Genealogy' to
print genealogy for this company.
This is a great way to get help for someone in your downline, seek help from their upline.
First, Highlight the distributor you wish to find the upline for. Press the 'MLM Panel' button. Press the 'Clear View Above' button. Press the 'Search Upline' but
ton, now press the 'View' button.
There are two 'MLM Panel' buttons. One is located at the top right of the screen on the tool bar. This will place a 'MLM Panel' button on the Windows tool bar at the bottom of the screen. This button allows you to open the 'MLM Panel' from anywhere with
in the program. The second botton is located at the top right corner of the browse screen. This botton opens a constant 'MLM Panel'. This panel must be closed before returning to the program.
UNNAMED
HEL:Help
HEL:HelpInfo
KeyHelp
See Last Page Of Manual
GENERAL HELP
There are four sections to the program: (1) Menus, (2) Browse Screens, (3) Forms and (4) Reports. From Menus, (the Menu is on the first opening screen), you can select the option you wish to perform. The Browse Screen is a screen with scr
olling information used to select records and buttons used to perform other functions. Forms are used to add, update and delete data from your data file. Reports are used to send printed information to your screen, printer or fax. Understanding the four
above sections is the key to a fast successful operation of the program.
The program works like all programs written for the Windows environment, and the same rules apply. This program is ready for Windows and Windows 95, and you will find many Windows
95 features running under Windows. There are several buttons throughout the program that, when used, make operations easier to perform or operate in the program in a certain way.
PRINTER SETUP
If you have more than one printer on your system, or if you would like to send a report by fax, you must change the printer setup. A Printer Dialog Window will open before each report. Click on the Down Arrow, and select a printer or choo
se your fax driver for faxing. To fax, you must have a fax/modem and Windows Faxing Software in your system. From this window, you can also select options for your printer, print quality, color, etc.
BROWSE THE NAMES AND INFORMATION FILE AND OTHER BROWSE SCREENS
This is the section in which you add, change, delete and view your Names, Addresses, and much more. This selection is the heart of the Program. This screen is known as a Browse Screen. On
the top of this screen you will find several TABS. Each of the Tabs has a choice on it. When you click on that Tab, your Selection Sort Order changes, and the Locator for the record search changes.
BROWSE THE NAMES AND INFORMATION FILE AND OTHER BROWSE SCREENS
This is the section in which you add, change, delete and view your Names, Addresses, and much more. This selection is the heart of the Program. This screen is known as a Browse Screen. On
the top of this screen you will find several TABS. Each of the Tabs has a choice on it. When you click on that Tab, your Selection Sort Order changes, and the Locator for the record search changes.
PRINT TAGGED MAIL LABEL
After tagging the record or records you wish to print, or using search to tag your records, select the style of label to print. Press the button and the label or labels will print.
NAME ADDRESS FILE
On this form, you can enter the name, address and phone number information. In the Phone Field, you can press the Down Arrow for the Drop Box and choose a selection. In the ext. field you can use the spin arrow or enter the ext. There
is 1 note line and Add'l Notes areas. The Add'l Notes opens another window for more notes.
CHANGING A CLIENT RECORD
This is what is known as a form. On the top of this form are more Tabs: Name, Address Word Processing, Contacts, and Appointments.
PRINT BLANK CHECKS
You can print checks on an unlimited number of checking accounts. You must first enter the checking account information in the client information file. Then add a check to print in the same manner as printing regular checks. Each page
will print three checks or single checks as you choose, so if you want 3 blank checks to be printed, add the same check 3 times. If you want to print a larger number of checks, you can add more than 3 checks or reprint the same 3 repeatedly. For example,
if you wish to print 50 checks, you could enter 25 checks and print twice. After you enter the check information you wish to print the first time, exit the Browse screen and re-enter to reset the check numbers. Next, press the Set Check Numbers button. En
ter the last check number printed. The next check printed will be one number higher than the one you entered. Now, print your blank checks. If you wish to print more checks, repeat the above.
You can use the copy button to add additional checks also. If
you want an image on a check, you must add the image on each check.
Checks must have an initial check number.
PRINT BLANK CHECKS TO BE USED WITH INTUIT'S QUICKEN PROGRAM.
Follow the same steps as in printing blank checks. The check that is produced can then be used with your Quicken check program. Quicken is the registered trademark of Intuit.
PRINT ENVELOPES
This feature works exactly like printing labels except that it prints the tagged address on the envelope. Before printing, you can select the desired return address for the envelope before printing.
Invoice:
You can produce invoices for all your sales. When you push the Invoice button on the top of the screen, you will come to a company window. Push the add button and add at least one company name the same way you add names to the mail file. You ca
n have as many
companies as you choose. In this way, you can print invoices for several companies. After you add your company name, re-enter the Invoice file, and select the company name you wish for the current invoices. The name you choose will print o
n the top of the invoices and shipping labels.
D i a l e r
The Dial button accesses the Windows95 "Phone Dialer" to make your calls; therefore, "Phone Dialer" must be installed on your system for this function to work. If you do not have "Phone Dialer" installed, you may install it from your Windo
ws95 CD-Rom.
You must also select the Windows95 phone dialer as your default dialing device. To do this :
2) From within the Phone Dialer program, click on the TOOLS menu -> CO
NNECT
USING -> then click next to the "USE PHONE DIALER TO HANDLE VOICE CALL
REQUESTS FROM OTHER PROGRAMS".
To dial any valid phone number, simply click on the Blue Dial Icon
next to the phone number to be dialed.
NOTE: The phone number dialed will be exactly as specified in the phone data field in which it is entered. To dial a long distance number, you must put a "1" in front of the phone number when you enter it into the data field.
The browse screen works like the other browse screens. Press Add to enter a new invoice. If you have entered your customer's name in the mail file, you can push the button at the top of the screen and select the person or company for the invoice. If you ch
oose this method, the company information will be filled in for you. Before you enter your first invoice, you should add your inventory items. You will find an Inventory File Button on the Inventory Browse Screen. When entering inventory items on the invoi
ce, there is a small button to the left of each Item Field. You can press this button and select your inventory item, and then tab to the quantity field. Repeat the above for the next item.
When you have finished with the inventory, you can enter the shipping amount and then
press OK. If you entered a tax percent in the company name file and entered Y in the taxable field, the sales tax will be added to the invoice. From the browse screen
you can print un-printed invoices, tagged invoices, (invoices that you have tagged using the tag button), tagged shipping labels, and tagged invoices to a report.
When you make your search selection, you can search using as many fields as you choose. The more fields used in your search, the tighter your search will be. You can add to your tagged fields by not clearing old selections. Try several searches, and you wi
ll find all the power you have ever dreamed of at your finger tips. After your search has been completed, you can print a report with that information. In some cases, when numbers or the date is used in your search, you must first select search type, then
enter number or date.
Steps To Follow When Adding A New Distributor:
Step 1:
Press the icon at the top left of the main menu.
Step 2:
Press the add button. This will be your first entry. In most cases this will be you. Enter an ID Number for you. The sponsor area c
an be left blank. Fill in address and phone fields. Now press ok.
Step 3:
With information in hand, press the MLM Panel button at the top right of the screen. Then press the Sponsor button on the panel. Enter the sponsor's name ( In this case it is
your Name), then press tab. In this case, there is only one record- you, so it is very easy to find. Verify that the sponsor's ID Number is correct, then press the 'Press Here Then Press Select' Tab at the top right of the screen. Now press the 'Select' bu
tton.
Step 4:
Close the MLM Panel.
Press the 'Add' Button. Enter the ID Number. Press the small button to the right of the 'Sponsor ID' field with '...' on it. This will enter the Sponsor's name in the sponsor field along with the Sponsor's ID Numb
er. Now fill out the address, etc.
Step 5:
After the browse screen returns, press the 'Post New Distributor' button. This will add the numbers to their downline.
Step 6:
You should make a back up file. Copy all records in the C:\smimlm folder
(.txt)