# | 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 | 6 | 56 | Welcome to The Fund-Raiser's Assistant. This guided tou | r will give you an overview of its features. After read | ing the screen explanations that will appear in this box | , press one of 3 keys. "C"(without quotes) continues th | e tour, "Q" quits the tour and "H" hides this box in cas | e it is obscuring a relevant part of the screen below. | | | | |
2 | 6 | 6 | This i | s the | introd | uctory | scree | n. | | | | |
3 | 6 | 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 | 6 | 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 | 6 | 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 | 6 | 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 | 6 | 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 | 6 | 17 | Just as the event | was new and need | ed to be added to | the dictionary, | so the campaign i | s also new. | | | | |
9 | 6 | 11 | Here again, | we can giv | e an expand | ed descript | ion for the | reports. | | | | |
10 | 6 | 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 | 6 | 11 | This client | is also ne | w and needs | to be adde | d to the di | ctionary. | | | | |
12 | 6 | 1 | | | | | | | | | | |
13 | 6 | 8 | Enter th | e date y | ou recei | ved the | contribu | tion. | | | | |
14 | 6 | 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 | 6 | 7 | We'll a | dd Alic | e Thoma | s to ou | r datab | ase. | | | | |
16 | 6 | 12 | Here we ente | r a spouse, | home address | information | and telepho | ne numbers. | | | | |
17 | 6 | 7 | Alice a | nd her | spouse | Bud for | m a cou | ple. | | | | |
18 | 6 | 1 | | | | | | | | | | |
19 | 6 | 52 | The Fund-Raiser's Assistant contains 2 complete sets | of addresses, one for the home and the other for th | e business. Mail sent to the home may be sent to the | couple, while mail sent to the office may be sent o | nly to Alice. The Fund-Raiser's Assistant generates | both forms, but they can be modified as desired. | | | | |
20 | 6 | 16 | Option 5-Use ADJ | ECTIVES lets us | describe Alice a | nd Bud in any wa | y that is meanin | gful to us. | | | | |
21 | 6 | 16 | Since Alice is i | nterested in sma | ll business issu | es, we'll create | an adjective to | indicate that. | | | | |
22 | 6 | 14 | This is the fi | rst time we've | used this adj | ective, so we' | ll add it to t | he dictionary | | | | |
23 | 6 | 4 | A lo | nger | des | crip | tion | . | | | | |
24 | 6 | 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 | 6 | 12 | Option 2 - E | dit Business | Address let | s us enter b | usiness info | rmation. | | | | |
26 | 6 | 8 | We could | enter w | hatever | informat | ion we w | anted. | | | | |
27 | 6 | 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 | 6 | 47 | Now that we have added them to our database, we | enter the amount of their contribution, the ch | eck number and if it is an in-kind contribution | . We could also change basic information about | them(this would return us to the menu we just | left with its information recording options) | | | | |
29 | 6 | 8 | Now we v | erify th | is infor | mation i | s correc | t. | | | | |
30 | 6 | 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 | 6 | 1 | | | | | | | | | | |
32 | 6 | 5 | We en | ter t | he ne | xt co | ntrib | utor | | | | |
33 | 6 | 5 | We'll | add | him t | o our | data | base | | | | |
34 | 6 | 7 | We can | add spo | use and | home i | nformat | ion | | | | |
35 | 6 | 1 | | | | | | | | | | |
36 | 6 | 1 | | | | | | | | | | |
37 | 6 | 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 | 6 | 10 | Option 5 - | Use adjec | tives lets | me descri | be Bob Fra | nklin. | | | | |
39 | 6 | 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 | 6 | 7 | He's al | so inte | rested | in fami | ly issu | es. | | | | |
41 | 6 | 6 | We'll | add fa | mily t | o our | adject | ives. | | | | |
42 | 6 | 4 | A lo | nger | des | crip | tion | | | | | |
43 | 6 | 5 | Finis | hed w | ith t | he ad | jecti | ves. | | | | |
44 | 6 | 16 | We could keep ad | ding information | . When done, we | select option 0 | - save Bob Fran | klin as is. | | | | |
45 | 6 | 15 | Enter the amoun | t, check number | and in-kind in | formation. We w | on't change bas | ic information | | | | |
46 | 6 | 3 | It' | s c | orr | ect | | | | | | |
47 | 6 | 13 | Now I want to | record money | received fro | m a mailing w | e send out on | July 15 | | | | |
48 | 6 | 7 | I'll ad | d mail_ | 0715 to | the di | ctionar | y | | | | |
49 | 6 | 5 | A des | cript | ion f | or th | e rep | orts | | | | |
50 | 6 | 13 | It's for the | building fund | and I mistak | enly think th | e code for th | at is "bldg" | | | | |
51 | 6 | 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 | 6 | 7 | I'll lo | ok at t | hem alp | habetic | ally by | code. | | | | |
53 | 6 | 1 | | | | | | | | | | |
54 | 6 | 28 | Oh, the code is "building", | not bldg. Now, all my contr | ibutions will be assigned to | the one and only one code, | instead of being split betwe | en "building" and "bldg" | | | | |
55 | 6 | 1 | | | | | | | | | | |
56 | 6 | 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 | 6 | 14 | I'll choose op | tion 1 because | this is the r | ight people. I | recognize the | ir address. | | | | |
58 | 6 | 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 | 6 | 9 | I'll choo | se option | 7 to cha | nge their | phone nu | mbers. | | | | |
60 | 6 | 7 | Make th | e chang | e to th | e phone | number | s | | | | |
61 | 6 | 6 | Save t | hem wi | th the | new i | nforma | tion. | | | | |
62 | 6 | 4 | Yes, | thi | s is | cor | rect | . | | | | |
63 | 6 | 14 | I've recorded | all the contri | butions I have | , so I'll leav | e the activity | code blank | | | | |
64 | 6 | 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 | 6 | 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 | 6 | 16 | I'll compare eac | h of my checks a | gainst this info | rmation to make | sure everything | is correct. | | | | |
67 | 6 | 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 | 6 | 1 | | | | | | | | | | |
69 | 6 | 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 | 6 | 10 | Here are t | he contrib | utions rec | orded toda | y from the | mailing | | | | |
71 | 6 | 1 | | | | | | | | | | |
72 | 6 | 1 | | | | | | | | | | |
73 | 6 | 20 | Option 3 REPORTS abo | ut fund-raising acti | vities lets us see h | ow we're doing raisi | ng money for our var | ious projects. | | | | |
74 | 6 | 7 | Let's s | ee how | the Sil | ent Auc | tion di | d. | | | | |
75 | 6 | 8 | I'll jus | t enter | part of | the acti | vity cod | e. | | | | |
76 | 6 | 10 | The Fund-R | aiser's As | sistant fi | nds the pr | oper activ | ity. | | | | |
77 | 6 | 7 | Let's v | iew the | report | on the | screen | . | | | | |
78 | 6 | 23 | This includes all contr | ibutions, no matter whe | n entered. Since we onl | y have the two from our | previous session, they | 're all that appears. | | | | |
79 | 6 | 7 | We'll f | inish t | he repo | rts abo | ut acti | vities | | | |
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