\~\~The essence of THE CALLING TREE is attaching or assigning each new member to someone's family queue or for those networking types to someone's immediate frontline. Thus giving everyone an upline sponsor or family queue parent. The question is how do you want the system to function in this process. The system can automatically assign the next available person as the family queue parent (this will give the tree the most balanced look), make no attempt at assigning a family queue parent (each one will have to be manually picked at the time of entry) or at least guess (picking the name of the person who is on the screen at the time of your pressing the ADD NEW function).
\~\~Y - Pick the next available person
\~N - Let me manually assign a person
\~G - Pick the name of the person who was on the screen when ADD NEW was selected, or will default to the system operator's name.
\~\~Note: The Guess option can only attempt to assign a family queue if you select the ADD NEW option while someone's record is on the screen. If you select the ADD NEW from the main menu then the system will guess the system operator.
\~\~If you try to save a new record without first assigning a family queue the system will kindly remind you.
\`MAXSIZE
\|MAXIMUM SIZE OF A FAMILY QUEUE
\~\~In the instance where you are automatically building a tree by automatically assigning the new people to someone's family queue, the program must know at which point to break off a level and start adding to another level. This may be 5 for some applications or more than 100 for other applications.
\~\~When you are adding new people to the tree and it really doesn't matter who they are assigned to, just that they are assigned to someone, then set 'Automatic Assign' to 'Y' for YES. You can always override the automatic mode by just using the 'F4-Assign' option each time.
\`QWIKQUIT
\|Quick Quit
\~\~If you want to receive a prompt when quitting the program, then place a 'Y' here. Otherwise place a 'N' here and you will be instantly returned to DOS when you select 'QUIT' from the main menu.
\`AUTOSAVE
\|AUTOMATIC SAVE on ESC
\~\~Y - Yes to Automatically Save
\~N - No to Manually Save
\~\~When entering a new member record may have select 'Y' here to have the program automatically save member record on ESCaping without having to press [F8] to save. This feature allows you to always save a record when ESCaping to the main menu. This feature will not work if you ListView or Page to a new record.
\`MONTYPE
\|TYPE MONITOR
\~\~C=Color
\~M=Monochrome
\`COMPORT
\|MODEM PORT
\~\~Enter the number for the com port where you have your modem.
\~\~Legal port assignments are COM1, COM2, COM3 and COM4
\`DLRTYPE
\|TYPE PHONE DIAL
\~\~Enter 'R' for Rotary type dialing or 'T' for Tone type dialing.
\`DATESLCT
\|SYSTEM DATE FORMAT
\~\~Press [TAB], [SHIFT-TAB], Right/Left Arrow, to bring up the new date format option window. Select the new format by moving up or down the list and pressing [ENTER] or just press the number for the prefered date format.
\`POSTSYN
\|POST SCRIPT PRINTING
\~\~This feature was not implemented in this version, but may be implemented in future releases if I get enough requests.
\`DEFCITY
\|DEFAULT CITY\~
\|{ Optional Information }
\~\~Enter the city name you want to appear each time the city field is left blank. Leave this field blank if you do not want the system to automatically insert a city name.
\`DEFSTATE
\|DEFAULT STATE / PROVINCE\~
\|{ Optional Information }
\~\~Enter the state or province abbreviation you want to appear each time the state/province field is left blank. Leave this field blank if you do not want the system to automatically insert this state/province abbreviation.
\`DEFCOUNTRY
\|DEFAULT COUNTRY
\~\~Enter the country name you want to appear each time the country field is left blank. If you leave this field blank the program will insert the operator's country name/abbreviation.
\`DATENAMEA
\|Date Field Title - A Date
\~\~Enter the title for the 'A' date field
\`DATENAMEB
\|Date Field Title - B Date
\~\~Enter the title for the 'B' date field
\`DATENAMEC
\|Date Field Title - C Date
\~\~Enter the title for the 'C' date field
\`DATENAMED
\|Date Field Title - D Date
\~\~Enter the title for the 'D' date field
\`DATENAMEE
\|Date Field Title - E Date
\~\~Enter the title for the 'E' date field
\`SOUND
\|SOUND EFFECTS
\~\~Y=Sound, N=No Sound
\~\~There are many places through the system where the system bell will sound to denote the completion of a process or to get your attention to something that is going on. If you wish you may turn off the bell here by placing an 'N' for 'NO' in this field.
\`IDASSIGN
\|RECORD ID ASSIGNMENT
\~\~A=Automatic, M=Manual
\~\~This system offers you, the user, the ability to manually assign your record ID numbers or have the system automatically assign them for you. The maximum length of an ID is 12 characters.
\`SCREEN7
\|SYSTEM DEFAULTS
\~\~Select the system defaults you wish to use the press [ESC] to return to the main menu.
\`DUPNAME
\|DUPLICATE NAME NOTICE (ADD Mode Only!)
\~\~Enter 'Y" If you want your system to be sensitive to whether you are keying in duplicate NAMES (FIRST LAST). You may still enter duplicate names, but the system will tell you about it.
\~\~Enter 'N" If you do not care if NAMES (FIRST LAST) are duplicated or not.
\~\~This does not refer to duplicate records only the first and last names.
\`SCREEN13
\|COLOR OPTIONS
\~\~The screen will give you 16 different pre-determined colors to chose from for the bottom function key bar. Move the cursor up or down the screen to the desired color then press [ENTER] to select. Otherwise, press the [Esc] key to make no color selection at all, retaining previous color.
\`FCLR
\|BOTTOM BAR 'FUNCTION KEY' HIGH LIGHT COLOR
\|{F2 - View Color Options}
\~\~Many screens in THE CALLING TREE use a special function key bar at the bottom of the screen. This bar has two parts. Part-1 is the Function Key Space and Part-2 is the selection that is associated with the Function Key. i.e. F1-Help. This color high light will affect the color of the 'F1' in this example.
\`SCLR
\|BOTTOM BAR 'SELECTION' HIGH LIGHT OPTION
\|{F2 - View Color Options}
\~\~Many screens in THE CALLING TREE use a special function key bar at the bottom of the screen. This bar has two parts. Part-1 is the Function Key Space and Part-2 is the selection that is associated with the Function Key. i.e. F1-Help. This color high light will affect the color of the 'Help' in this example.
\`SCREEN6
\|SYSTEM DEFAULTS
\~\~Use this screen to configure your system to your liking.
\`OPTINFO
\|ADDITIONAL SYSTEM OPTIONS
\~\~1 - Export the whole database to a "," delimited ASCII file named 'CTOUT.ASC'. Check the documentation for the field sequence. Out put will be "field1","field2","field3",....etc
\~\~2 - Import a "," delimited ASCII file named 'CTIN.ASC'. Check the documentation for field sequences. The import file should be configured as: "field1","field2","field3",....etc
\~\~3 - Re-Confirm Database. Check and clean-up the database (Level from the top, Number of people in each family queue, and the total number of people in each member's group)
\~\~4 - Copy Old Database. If you have an old copy of THE CALLING TREE installed somewhere else on your system in a different directory and are running this version of THE CALLING TREE in a new directory then you may select 4- COPY OLD DATABASE and your old database information will be copied to this new version without affecting your old files at all.
\~\~5 - System Default - Setup Configuration. This will load the SYSTEM DEFAULT - SETUP screen where you may edit your system settings.
\~\~6 - Help. You receive this help screen
\`SCREEN16
\|WELCOME TO 'THE CALLING TREE (tm)'
\~\~This is a new system.
\~\~The CALLING TREE (tm) provides that special look and control one needs in pyramid or tree type organizations where a organization of people spread out from a root. This can be used in establishing and controlling emergency response or political organization phone trees, tracking referrals in network marketing organizations, and more that I haven't thought of yet.
\~\~THE CALLING TREE uses a member's ID Number as the primary record ID. If you are changing a member's ID for any reason the system will prompt you to confirm that you are doing the right thing.
\~\|Glossary of Terms
\~\~FAMILY QUEUE (Frontline - Immediate Downline)
\~Number of people directly below you in the tree (could be hundreds). This could be your immediate downline if you are in network marketing.
\~\~FAMILY QUEUE PARENT (Upline)
\~Person directly above you in the tree (will be only one). This might be your sponsor if you are using this in network marketing.
\~\~GROUP (Total Downline)
\~When a tree is built there are going to be people at various levels in the tree related to one another either directly or removed by one or more steps or levels. The Group is everyone on the first level and all their people below them on their respective levels, all the way to the end of each branch of the tree.
\~\~LEVEL
\~This is how many people are between you and the top of the tree. If you are Bob and you started this program and then added Sue to your family queue, you would be level zero and Sue would be level 1. If you added John to your family queue, John would also be level 1, but if you added John to Sue's family queue, John would be level 2.
\~\~DOWNLINE
\~A tree member's downline consists of all those people in the member's immediate/direct contact group and all the people in those contact groups.
\`EXACT
\|EXACT MATCH
\~\~You may look for an Exact Match of the search string below or you may look for some part of the below information in the field specified above.
\~\~Example: Exact Match="Y"
\~Find: '555-1234' in work phone number will only match and find '555=1234'.
\~\~Example: Exact Match="N"
\~Find: '555-123' will find all numbers with '555-123' in them (303-555-1234, 555-123-6666, etc).
\~\~Exception: Range 'a..b', Empty or Not Empty field searches will ignore the 'Exact' Match preference.
\`CASESEN
\|CASE SENSITIVE SEARCH
\~\~'Y' Yes, do a Case Sensitive Search
\~'N' No, do a Case In-Sensitive Search
\~\~If capitalization of any word or phrase makes a difference in your search then choose 'Y'.
\`WORKDR
\|WORKING DRIVE\\PATH
\~\~THE CALLING TREE creates some working files on the fly. The overall performance of the program will there for be enhanced if it can use the fastest possible drive and convenient directory as possible. And, since the temporary files may require more than 1 MByte, entering a Large RAM disk here would be best.
\~\~Example: [E: ]
\`PROGRAM
\|ALTERNATE PROGRAM NAME
\~\~Enter a name of an alternate program you wish to launch from THE CALLING TREE.
\~\~[F2] List = Jump Cursor to Top of Screen and pick previously configured program from list for editing/deleting.
\~[F3] Delete = Pick a program from the list above, then press the [F3] to delete
\~[F4] Dir = Will bring up a directory of your hard drive. Point and click program you want to add to the alternate programs list.
\~[F5] New = Clear the lower screen and prepare to add a new program.
\~[F8] Save = Will save the program name and add it to the list of alternate programs.
\`PATH
\|ALTERNATE PROGRAM WORKING PATH
\~\~Enter a name of an alternate program's working path (i.e. C:\DOS).
\`RUNNAME
\|ALTERNATE PROGRAM EXECUTABLE FILE NAME
\~\~Enter a the full name of an alternate program's executable file name (i.e. EDIT.EXE)
\`BLINKYN
\|BLINKING MESSAGES
\~\~There are several instances within the program where the user may receive blinking messages, confirming some type of action or completion of some step. You may have prefer to have them on or off.
\~[Y]es for Blinking Messages
\~[N]o for No Blinking Messages
\`SWITCH
\|ALTERNATE PROGRAM COMMAND LINE SWITCH
\~\~Enter a any command line switches for the above program (i.e. file.txt)
\`FIELDS
\|FIELDS OPTION
\~\~If this field is not empty, CT will attempt to interpret your instructions here and construct an ASCII text file in the CT directory by the name of 'ct.txt'. If you place the file name 'CT.TXT' in the switches field without any field codes in this field then CT will create a default ASCII text file 'CT.TXT' (See below for default file information). The rules are as follows...
\~\+N=Full Name
\~\+F=First Name
\~\+L=Last Name
\~\+O=spOuse Name
\~\+A=Address
\~\+C=City
\~\+S=State/Province
\~\+Z=Zip/Mail Code
\~\+Y=countrY
\~\+P#=Phone Number # (1=Phone1, 2=P2, etc)
\~\+E=Email address
\~\+D#=Dates # (1=Date A, 2=Date B, etc)
\~\+T=commenTs
\~\+U=Upline Full Name
\~\+I=Member ID
\~\+G=Group Number
\~\+Q=family Queue Number
\~\+V=leVel from top
\~The forward slash '/' is used to designate a carriage return/line feed.
\~The comma "," is printed as a comma.
\~The '!' exclamation mark tells CT to print the next character literally
\~\+Example: '!A will print the letter 'A' next
\~Spaces are treated as spaces
\~\~Example: N/A/C, S Z/Y//E/P1 - Will yield the following....
\~\+John Doe
\~\+123 Elm Street
\~\+Anytown, Astate 12345
\~\+USA
\~\~\+inquest@aol.com
\~\+Day Phone: 555-5555 (The first phone number field from the member's record)