# | NUMLINES,N,2,0 | CHRPERLINE,N,3,0 | MESS1,C,60 | MESS2,C,60 | MESS3,C,60 | MESS4,C,60 | MESS5,C,60 | MESS6,C,60 | MESS7,C,60 | MESS8,C,60 | MESS9,C,60 | KOUNTER,N,4,0
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1 | 9 | 44 | Welcome to The Fund-Raiser's Assistant. Thi | s guided tour will show you how to enter and | change information. The information in the | "reports" demo will be entered. After readi | ng the explanations, press one of 3 keys. " | C"(without the quotes) continues the tour, " | Q" quits the tour and "H" hides this explana | tion box if it is obscuring a relevant part | of the screen that you want to see. | |
2 | 9 | 6 | This i | s the | introd | uctory | scree | n. | | | | |
3 | 9 | 20 | Option 2 - Record MO | NEY RECEIVED lets yo | u record who gave ho | w much, when and in | response to what act | ivity/program. | | | | |
4 | 9 | 29 | Here, we enter the event or p | roject which generated this c | ontribution. Using 10 charac | ters or less, we might descri | be an auction and its date us | ing the format auct_0907. | | | | |
5 | 9 | 48 | Since this is the first time I've recorded contr | ibutions from the auction, auct_0907 isn't in my | activity dictionary. If I had mistyped an exist | ing activity, this would catch my error and I co | uld type in a different code. But it's not an er | ror and I want to add it to the dictionary | | | | |
6 | 9 | 29 | Here we have the opportunity | to assign a description to ou | r event. This description wi | ll appear in reports and make | them more understandable to | the non computer users. | | | | |
7 | 9 | 33 | Individual activities are usually | part of a larger campaign, perha | ps for an endowment, a building p | roject, a political campaign or s | ome other specific purpose. Here | we describe that larger goal. | | | | |
8 | 9 | 17 | Just as the event | was new and need | ed to be added to | the dictionary, | so the campaign i | s also new. | | | | |
9 | 9 | 11 | Here again, | we can giv | e an expand | ed descript | ion for the | reports. | | | | |
10 | 9 | 54 | The Fund-Raiser's Assistant lets you keep track of con | tributions for a number of different organizations. E | ach organization is considered a "client" and each cam | paign needs to be assigned to a client as it is added. | If you are only keeping track of contributions for on | e client, you would always enter the same code here. | | | | |
11 | 9 | 11 | This client | is also ne | w and needs | to be adde | d to the di | ctionary. | | | | |
12 | 9 | 1 | | | | | | | | | | |
13 | 9 | 8 | Enter th | e date y | ou recei | ved the | contribu | tion. | | | | |
14 | 9 | 18 | Enter the name of | the person who gav | e the money. Inst | ead of a person, y | ou can also enter | a company name. | | | | |
15 | 9 | 7 | We'll a | dd Alic | e Thoma | s to ou | r datab | ase. | | | | |
16 | 9 | 12 | Here we ente | r a spouse, | home address | information | and telepho | ne numbers. | | | | |
17 | 9 | 7 | Alice a | nd her | spouse | Bud for | m a cou | ple. | | | | |
18 | 9 | 1 | | | | | | | | | | |
19 | 9 | 55 | The Fund-Raiser's Assistant contains 2 complete sets o | f addresses, one for the home and the other for the bus | iness. You may prefer that mail sent to the home be add | ressed to the couple and mail sent to the office be add | ressed only to Alice. The Fund-Raiser's Assistant gene | rates both forms, and you can modify them as desired. | | | | |
20 | 9 | 16 | Option 5-Use ADJ | ECTIVES lets us | describe Alice a | nd Bud in any wa | y that is meanin | gful to us. | | | | |
21 | 9 | 16 | Since Alice is i | nterested in sma | ll business issu | es, we'll create | an adjective to | indicate that. | | | | |
22 | 9 | 14 | This is the fi | rst time we've | used this adj | ective, so we' | ll add it to t | he dictionary | | | | |
23 | 9 | 4 | A lo | nger | des | crip | tion | . | | | | |
24 | 9 | 30 | We can use as many adjectives | as we like to describe people. | When we're finished, we just | leave the adjective blank. ( | We can always come back later | and add or modify adjectives) | | | | |
25 | 9 | 12 | Option 2 - E | dit Business | Address let | s us enter b | usiness info | rmation. | | | | |
26 | 9 | 8 | We could | enter w | hatever | informat | ion we w | anted. | | | | |
27 | 9 | 29 | We could record a variety of | information about Alice and B | ud by selecting from these op | tions. When we are finished, | we select option 0 - Save Al | ice and Bud Thomas as is | | | | |
28 | 9 | 40 | Now that we have added them to our datab | ase, we enter the amount of their contri | bution, the check number and if it is an | in-kind contribution. We could also cha | nge basic information about them(this wo | uld return us to the menu we just left w | ith its information recording options). | If you haven't tried the "H" option to s | ee the full screen, try it now. | |
29 | 9 | 1 | | | | | | | | | | |
30 | 9 | 23 | Now it's time to record | the next contribution. | The last activity is | the default. Since it's | correct, we'll just pr | ess the enter key | | | | |
31 | 9 | 1 | | | | | | | | | | |
32 | 9 | 5 | We en | ter t | he ne | xt co | ntrib | utor | | | | |
33 | 9 | 5 | We'll | add | him t | o our | data | base | | | | |
34 | 9 | 7 | We can | add spo | use and | home i | nformat | ion | | | | |
35 | 9 | 1 | | | | | | | | | | |
36 | 9 | 1 | | | | | | | | | | |
37 | 9 | 36 | Because there is no spouse, The Fund | -Raiser's Assistant generated identi | cal home and work salutations and ma | iling names. Because I know he work | s in a formal office, I changed his | work mailing name to start with Mr. | | | | |
38 | 9 | 10 | Option 5 - | Use adjec | tives lets | me descri | be Bob Fra | nklin. | | | | |
39 | 9 | 21 | I know he's also inte | rested in small busin | ess. Since that adje | ctive is already in t | he dictionary, I won' | t have to add it. | | | | |
40 | 9 | 7 | He's al | so inte | rested | in fami | ly issu | es. | | | | |
41 | 9 | 6 | We'll | add fa | mily t | o our | adject | ives. | | | | |
42 | 9 | 4 | A lo | nger | des | crip | tion | | | | | |
43 | 9 | 29 | Note that the adjectives curr | ently used with this person a | re listed just above the hori | zontal line. Now we're finis | hed with adjectives, so we'll | leave the entry blank. | | | | |
44 | 9 | 16 | We could keep ad | ding information | . When done, we | select option 0 | - save Bob Fran | klin as is. | | | | |
45 | 9 | 15 | Enter the amoun | t, check number | and in-kind in | formation. We w | on't change bas | ic information | | | | |
46 | 9 | 1 | | | | | | | | | | |
47 | 9 | 13 | Now I want to | record money | received fro | m a mailing w | e send out on | July 15 | | | | |
48 | 9 | 7 | I'll ad | d mail_ | 0715 to | the di | ctionar | y | | | | |
49 | 9 | 5 | A des | cript | ion f | or th | e rep | orts | | | | |
50 | 9 | 9 | It's for | the schol | arship fu | nd and I | mistakenl | y type th | e code as | "skolars | hip" | |
51 | 9 | 18 | I know it's in the | dictionary, so I | won't add it. I'l | l choose option 3 | and see what codes | are available. | | | | |
52 | 9 | 1 | | | | | | | | | | |
53 | 9 | 1 | | | | | | | | | | |
54 | 9 | 26 | Oh, the code is "scholarsh | p", not "skolarship". If | my entry hadn't been check | ed against the dictionary | of campaigns, the contribu | tions would have been spli | t between a number of camp | aign codes that all stand | for the same thing. | |
55 | 9 | 1 | | | | | | | | | | |
56 | 9 | 19 | This contribution w | as from the Thomase | s, but I don't reme | mber their first na | me. I'll leave the | first name blank. | | | | |
57 | 9 | 10 | I'll choos | e option 1 | because t | his is the | right cou | ple. I rec | ognize the | ir address | . | |
58 | 9 | 28 | Enter the amount, check numb | er and in-kind information. | There is a note on the check | saying they have a new phon | e number, so I'll choose to | change basic information. | | | | |
59 | 9 | 28 | If I had to wait until I was | finished recording contribu | tions, I might forget. Fort | unately I can do it right no | w. I'll choose option 7 to | change their phone numbers. | | | | |
60 | 9 | 7 | Make th | e chang | e to th | e phone | number | s | | | | |
61 | 9 | 6 | Save t | hem wi | th the | new i | nforma | tion. | | | | |
62 | 9 | 1 | | | | | | | | | | |
63 | 9 | 14 | I've recorded | all the contri | butions I have | , so I'll leav | e the activity | code blank | | | | |
64 | 9 | 26 | I could stop now, in which | case the contributions I' | ve entered would not yet b | e part of the people's per | manent file. But I'll cho | ose option 2 and continue | | | | |
65 | 9 | 22 | Now I can check the in | formation I've entered | before I make it a pe | rmanent part of my dat | abase. I'll look at i | t on the screen. | | | | |
66 | 9 | 16 | I'll compare eac | h of my checks a | gainst this info | rmation to make | sure everything | is correct. | | | | |
67 | 9 | 22 | Everything is correct, | so I'll choose to upd | ate the contribution h | istories. If there we | re any errors, I could | correct them now. | | | | |
68 | 9 | 1 | | | | | | | | | | |
69 | 9 | 22 | Here the contributions | are grouped together | by activity. This list | s the monies I recorde | d in this session from | the silent auction. | | | | |
70 | 9 | 10 | Here are t | he contrib | utions rec | orded toda | y from the | mailing | | | | |
71 | 9 | 1 | | | | | | | | | | |
72 | 9 | 1 | | | | | | | | | | |
73 | 9 | 8 | Let's cu | stomize | The Fund | -Raiser' | s Assist | ant for | this par | ticular | user. | |
74 | 9 | 23 | Assume that after enter | ing the information so | far, I realize that the | re is no easy way to re | cord certain informatio | n that is very importan | t to my group. So I wi | ll define fields for my | specific purpose. | |
75 | 9 | 25 | Because we keep track of | peoples ethnicity, I've d | efined a field for ethnic | ity. I could define up t | o 5 character fields, but | right now I have no use | for anything besides ethn | icity. If I think of mor | e later, I'll add them. | |
76 | 9 | 18 | Assume that my org | anization divides | our geographical a | rea into districts | . Here I've defin | ed a numeric field | called district w | hich will include | that information. | |
77 | 9 | 13 | I currently h | ave no use fo | r any special | logical(Yes/ | No) fields. | I've left the | m with the na | mes they star | ted with. | |
78 | 9 | 14 | Because my org | anization is n | ot a political | one, I've dec | ided to turn o | ff the politic | al option so t | hose options d | on't appear. | |
79 | 9 | 1 | | | | | | | | | | |
80 | 9 | 6 | I want | to ma | ke sur | e it i | s set | up for | my pr | inter. | | |
81 | 9 | 3 | Che | ck | the | li | nes | pe | r p | age | . | |
82 | 9 | 5 | My la | ser p | rinte | r pri | nts 5 | 9 lin | es pe | r pag | e. | |
83 | 9 | 18 | Printers need cert | ain codes sent to | them when they are | to change their p | rint modes, such a | s switching from r | egular to condense | d or from condense | d to regular. | |
84 | 9 | 24 | The two most common type | s of codes are for Epson | compatibles(most dot ma | trix printers fit this c | lass) or HP Laserjet com | patibles(most laser prin | ters fit this category). | My printer is HP laser | jet compatible. | |
85 | 9 | 8 | For regu | lar prin | ting, I | will als | o use th | e code f | or the H | P Laserj | et. | |
86 | 9 | 5 | I'll | retur | n to | the m | ainte | nance | menu | . | | |
87 | 9 | 3 | Ret | urn | to | th | e m | ain | me | nu | | |
88 | 9 | 17 | Option 5 - Inform | ation about Indiv | idual People lets | you add, view an | d change informat | ion about people | when you are not | recording money r | eceived. | |
89 | 9 | 11 | Even though | Alice Thom | as was ente | red, I can | also look u | p a couple | using the s | pouse's fir | st name. | |
90 | 9 | 8 | If someo | ne has m | ade cont | ribution | s, their | total g | iving is | listed | here. | |
91 | 9 | 5 | Let's | look | at t | heir | contr | ibuti | on hi | story | . | |
92 | 9 | 11 | Each contri | bution is i | temized by | date, amoun | t and event | . Option 0 | returns me | to the prio | r menu. | |
93 | 9 | 11 | I want to a | dd their et | hnicity, wh | ich I just | defined as | a character | field, so | I'll use op | tion A. | |
94 | 9 | 15 | There is now a | field called "e | thnicity", not | some cryptic co | mputer term. I | f we had define | d more characte | r fields, they' | d appear here. | |
95 | 9 | 12 | I also want | to enter the | ir district, | which we de | fined earlie | r as a numer | ic field. S | o I'll selec | t option B. | |
96 | 9 | 3 | The | y a | re | in | dis | tri | ct | 11. | | |
97 | 9 | 14 | There are many | more options, | but we don't | have time to e | xplore them al | l, so we'll ch | oose option 0 | to save them a | s is. | |
98 | 9 | 6 | Is the | re any | one in | our d | atabas | e name | d Mari | a Hano | ver? | |
99 | 9 | 10 | If we try | to look so | meone up w | ho's not t | here, we'r | e given th | e option o | f adding t | hem. | |
100 | 9 | 3 | Add | ho | me | inf | orm | ati | on. | | | |
101 | 9 | 3 | Sel | ect | th | e p | rop | er | gen | der | . | |
102 | 9 | 7 | Leave t | he sugg | ested s | alutati | ons and | mailin | g names | as is. | | |
103 | 9 | 8 | Option A | -Charact | er user- | defined | fields w | ill let | us enter | her eth | nicity. | |
104 | 9 | 2 | Sh | e' | s | Hi | sp | an | ic | . | | |
105 | 9 | 5 | We wo | n't e | nter | any m | ore i | nform | ation | . | | |
106 | 9 | 14 | We could add, | change or view | more people b | ut we won't. W | e'll leave the | data entry fi | elds blank to | return to the | main menu. | |
107 | 9 | 28 | Option 6 is very useful if y | ou get a list of people that | all share a common characte | ristic, such as membership i | n a group. This option lets | you quickly mark each perso | n with the adjective without | having to edit each one to | the adjective level. | |
108 | 9 | 7 | Let's a | ssume w | e just | got a l | ist of | the loc | al PTA | members | . | |
109 | 9 | 10 | Since this | is the fi | rst time w | e've used | this adjec | tive, we'l | l add it t | o our dict | ionary. | |
110 | 9 | 1 | | | | | | | | | | |
111 | 9 | 2 | En | te | r | th | e | na | me | . | | |
112 | 9 | 3 | Yes | , t | his | is | th | e p | ers | on. | | |
113 | 9 | 16 | The adjective is | automatically a | dded. We also h | ave the option o | f making other c | hanges to the in | formation about | these people, bu | t we won't. | |
114 | 9 | 6 | Now fo | r the | next p | erson | on the | PTA m | embers | hip li | st. | |
115 | 9 | 13 | She's not in | our database, | but we can a | dd her as we | go along. We | don't need a | separate pas | s to add new | people. | |
116 | 9 | 4 | Ente | r ho | me a | ddre | ss i | nfor | mati | on. | | |
117 | 9 | 8 | We'll mi | stakenly | enter t | he gende | r as fem | ale, ins | tead of | a couple | . | |
118 | 9 | 3 | Lea | ve | the | se | as | is. | | | | |
119 | 9 | 5 | Optio | n B l | ets u | s ent | er he | r dis | trict | . | | |
120 | 9 | 3 | She | 's | in | dis | tri | ct | 4. | | | |
121 | 9 | 3 | Let | 's | cor | rec | t t | he | gen | der | . | |
122 | 9 | 3 | The | y a | re | a c | oup | le. | | | | |
123 | 9 | 2 | Sa | ve | t | he | m | as | i | s. | | |
124 | 9 | 1 | | | | | | | | | | |
125 | 9 | 39 | When we're finished with the PTA list, | we'll leave all the entry fields blank. | THIS ENDS THE DATA ENTRY DEMONSTRATIO | N. YOU CAN EITHER QUIT THE PROGRAM FRO | M THE NEXT MENU OR CONTINUE EXPLORING T | HE FUND-RAISER'S ASSISTANT. IF YOU HAV | EN'T WORKED THROUGH THE REPORTS DEMONST | RATION, THAT WOULD BE A GOOD PLACE TO C | ONTINUE. THANKS FOR YOUR INTEREST. |
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