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Who-U-Know■
(Version 1.1)
Program and Documentation
Copyright 1992 by
WR Software
PO Box 4819
Walnut Creek, CA 94596
U.S.A.
Registration: $29.95
(Visa/MC accepted)
Tel. (510) 930-0369
Permission hereby granted to make exact
copies of program diskettes for
shareware distribution
Effective: August 27, 1992
Introduction
Welcome to Who-U-Know■. This program is a combination address
book, personal scheduler, and mailing list manager. It will store
an unlimited number of names, depending only on the amount of disk
storage you have available. You can add an unlimited number of
notes (comments) for each name. You can group your names into sub-
lists (categories) to keep track of clients, club members,
restaurants, or any other grouping that is important to you. Each
name can be associated with any number of "date reminders," such as
birthdays, anniversaries, etc. You can also schedule appointments
for a particular time (with optional ending time), and the program
will warn you of conflicts (meetings at the same time, or
overlapping).
Who-U-Know■ has unusually large areas for name and address
information. The flexible address format is designed for U.S. and
Canadian addresses, but works quite well for all countries. The
mail merge facility has optional salutations, which can have
default or custom greeting options.
The program prints mailing labels (laser labels too), Rolodex
cards, envelope addresses (with optional return address), address
books, and a variety of "page size" reports. There is also file
import/export, automatic recurring dates (weekly meetings, etc.),
group date deleting, sort by Name or Zip Code, and "hot key"
printing for individual labels, rolodex cards, and envelopes.
Printed calendar pages, similar to a monthly wall calendar, are
personalized with your date reminders.
Best of all, the program is quite easy to use. It is "menu-driven"
so choices are made from a list of options. Context sensitive
"help" messages are displayed when you press the F1 function key.
In addition, the bottom of each display window lists the commands
and function keys that can be used.
Shareware Registration
Who-U-Know■ is a shareware program, so we encourage you to try it
out and make copies for friends. If you like the program and
continue to use it, we ask that you become a registered user.
Registration costs $29.95 and includes printed documentation,
program upgrade on disk, additional program to display your
daily/weekly schedule on powerup, technical support, and
notification of future program upgrades. You can print an Order
Form by typing ORDER at the DOS prompt.
You can register by phone with Visa or MasterCard by calling (510)
930-0369. By mail, please send U.S. $29.95 to:
WR Software
PO Box 4819
Walnut Creek, CA 94596 U.S.A.
Setting Up Disk Files
To use this program you will need DOS 2.1 (or later), and at least
512K RAM computer memory. If you have a hard drive, you can use
the INSTALL procedure. This will create a directory \WHO on your
C: drive, and then copy the diskette to that directory. Other
directory names or drives are fine, but you'll have to do it "by
hand" (see READ.ME file). The INSTALL also copies CONFIG.SYS to
your root directory, if you don't have that file already. If
CONFIG.SYS is already on your system, INSTALL won't change it, but
you need to make sure that it has at least FILES=22 and BUFFERS=16
statements (larger numbers are OK too, like FILES=25).
To use INSTALL, first place the Who-U-Know diskette in your A:
drive, then type "A:INSTALL" and press <Enter> at the DOS prompt.
After finishing with INSTALL, "re-boot" your system (Ctrl-Alt-Del)
to incorporate the new CONFIG.SYS file (Note: the re-boot is needed
just this one time).
Tandy users may have to run their SETUP program to tell DOS to look
for CONFIG.SYS at startup. Users without a hard drive will need to
copy the CONFIG.SYS file from Who-U-Know to the DOS diskette used
when the computer is turned on. Next, re-boot your system (Ctrl-
Alt-Del), just this once, to load CONFIG.SYS (Note: see above if
you already have CONFIG.SYS on your DOS diskette).
WARNING: The error message "Too many open files" results when the
CONFIG.SYS file is not installed, or does not have minimum values
as follows: FILES=22 and BUFFERS=16.
You can set up your computer to load the program from your hard
drive, but save all data on a floppy diskette (this setup is NOT
recommended because hard drives are faster and more reliable). To
do this copy the WHO.EXE file to a directory on the hard disk that
the PATH command points to (usually \DOS is an example). After
copying WHO.EXE to your hard drive, delete it from the floppy
diskette. Next switch DOS to your floppy drive (for example, type
"A:" and press <Enter>). Now with the "data" diskette in that
floppy drive, type "WHO" and press <Enter> to start the program.
Using a Menu
When you type WHO to start the program, the first thing you'll see
is "Checking Data Files," followed by the main menu. The main menu
is a list of things you can do with the program.
You can select menu items by pressing their first letter. For
example, press "A" (upper or lower case) to select "Add." You can
also use the left and right arrow keys to move the "light bar"
until the item you want is highlighted, and then press <Enter> to
select it. When you select one of the first six main menu items
(Add, View, Edit, Print, Misc, and Option), a list of additional
menu items will "pull down" from the main menu. After this sub-
menu is displayed, choose the item you want with the up and down
arrow keys, or by pressing the first letter. Under each "pull
down" menu is a small window with additional information that
pertains to that sub-menu (for example, "F9 Select"). You can move
between these "pull down" menus with the left and right arrow keys.
Getting HELP
There are help messages available throughout the program that apply
to the part of the program that you are currently using. To see
these messages, just press the F1 "Help" function key.
In addition to help messages, the bottom of each display window has
a command summary. These shorthand reminders list the specific
commands and function keys that can be used at that point.
Batch (.BAT) Files
The Who-U-Know■ diskettes include several "batch" (.BAT) files to
help with various tasks. The INSTALL.BAT file is discussed above
in "Setting Up Disk Files." The ORDER.BAT file will print a one
page form to use when you register (type ORDER and press <Enter>).
PRINT.BAT prints the program manual (type PRINT and press <Enter>).
The UPGRADE.BAT file will upgrade your hard drive to the latest
program version. Put the new "program" diskette in your A: drive,
type A:UPGRADE, and press the <Enter> key. Then follow the
directions that appear on your screen.
The BACKUP.BAT file copies all the data files that contain the
information you have entered. This provides a complete backup of
your data. To use BACKUP, you must be at the DOS prompt and in the
directory with your Who-U-Know data. The backup files are copied
to your A: drive, so be sure and put a blank formatted diskette in
the A: drive, before keying BACKUP (Note: Copying all files with
the following extensions will completely back up your data: *.FIL,
*.MEM, *.K01, and *.K02).
Getting Started
Who-U-Know will keep track of people or business names, and other
related information. For each name entry, you can save the street
address, and one or more phone numbers. You can also define
additional "user items" for anything special that you want to save
(like "job title" or "children's names"). And you can add an
unlimited number of memo type "notes" or comments for each name.
In addition, multiple date reminders can be associated with a name.
Date reminders can be used for meetings, birthdays, holidays,
anniversaries, etc. Finally, you can use "categories" to organize
your names into groups, to simplify viewing and printing.
Adding a Name
To add a name, first choose "Add" on the main menu (see "Using a
Menu" above, if you don't know how to do this). Next choose "Name"
and press <Enter> to see where names are added to the file. Try
typing in a sample name. You can use a first and last name, or a
company name, or both. If you use both a person and a company
name, both names will appear later in name lists, which will help
you locate a particular name.
Next, complete the address information, pressing the <Enter> key as
you finish each part of the address. Skip any parts that you don't
need by pressing the <Enter> or down arrow keys (for example, you
probably won't need a "country" for addresses in your own country).
Eventually you will want to enter "categories" with most names, so
that you have groups you can work with. For example, you may want
to have an "XMAS" category, for sending Christmas cards. When
names are in a category, you can "View" just that group, or print
mailing labels for just the names in the group.
After the categories comes the "memo" comments area. The "memo"
area is where you can type in miscellaneous notes. You can move
directly to this area by pressing the F9 "Memo" key (see the bottom
of each window for the function key values that apply to that
particular window). You can also use the F3 "Skip" key to hop over
fields and move quickly down the screen.
When you have completed this information for the name, press the
F10 "Save" key to put the name in your file. You should now see an
additional menu at the top of the monitor. Use this menu to add
other information for the name you just saved. Choose "Phone
numbers" to add the telephone numbers for this name. Choose "Date"
to add a date reminder that is associated with the name (perhaps a
birthday). Use "Note" for additional comments, and "User Items" if
you want additional data fields. You can choose each item
repeatedly, as there is no limit to the number of these records
that can be associated with a name.
When you finish with items for this name, press the <Esc>ape key to
return to the original add area where you can add another name.
You can repeat this process to add as many names as you wish.
When you're finished adding names, just press the <Esc>ape key to
return to the "Add" pull down menu. Notice that under "Name" on
this menu, it says "Two Name Format." This is an alternative name
layout that provides for two names, instead of one name and a
"Company" area. This is handy for most "significant other" or
roommate situations, as well as for married couples when the wife
chooses to keep her maiden name.
(Note: it is also possible to add names from the "Edit" and "View"
name lists. This is often preferable since you can first check the
list to see if a particular name is already on the list, then add
it right there if it is missing).
To see the name information you have just added, choose "Edit" on
the main menu (you can do this from the "Add" menu by pressing the
right arrow twice). Next choose "Names" to see a list of all the
names on your file. If you have more names than fit on the
monitor, use the PgDn key (right side of the keyboard) to display
the next "page" of names. You can also type in the first few
letters of a name and press <Enter>, to jump right to that part of
the list. Next, press the down arrow to highlight a particular
name, then press <Enter>. This will show you the details for the
name. Use the F4 through F7 keys to see other information for the
name. This is where you look at and "Edit" the information (for
example, type in a new street address for someone who has moved).
Press F10 to "Save" any changes you make, or press Esc to leave
without changing the information.
ADD Menu
The "Add" pull down menu lets you choose between several types of
information that can be added to your file. It is also possible to
add each of these records using other menu choices.
NAME and TWO NAME FORMAT: You can choose "Name" to add a name
record with either a person's name, or a business name (or both).
Choose "Two Name Format" for non-business roommate situations where
persons with two different last names reside at the same address.
See "Adding a Name" just above, for more information. You can also
add names under "View" and "Edit" on the main menu, with the
advantage that you can more easily check first to see if the name
is already in your file.
GENERAL DATE: The "Add" menu also has "General Date" for date
reminders that are not associated with a name. For example, you
could add records for national holidays, or your own personal
schedule. You can also add "General Dates" under "View" and "Edit"
on the main menu, with the advantage that you can see all the
records previously added.
MISC. NOTE: Choose "Misc. Note" to add comments that are not
associated with any name. For example, you might jot down personal
reminders or "to do list" type items. You can also add "Misc.
Notes" under "View" and "Edit" on the main menu, with the advantage
that you can see other records that you have added previously.
CATEGORY: Use "Category" to define new category values, for
grouping your names into sub-lists. You can also add new
categories under "Edit" with the advantage that you can see all the
other categories that have been defined previously.
Use a "category" to group names that have something in common. For
example, you might want to assign people in your Bridge club into
a "BRDG" category. Then you can use the "BRDG" category to print
a phone list of club members, or to print mailing labels for party
invitations to a club function. With the "View" function, you can
see a display window with just Bridge club members, or see only
those "date reminders" associated with the members of the Bridge
club.
Now, as you add or revise names, you can assign them to the
categories you have defined. Do this by typing the name of the
category into the "Categories" area on the names screen, or press
the F2 key and choose a category from the list. The categories
area for each name can hold up to eight different categories. So,
each name on your file can belong to as many as eight different
groups that you define. If you try to add a name to a category
that has not been defined yet, the program will "beep" at you and
display an error message.
RECURRING DATES: Choose "Recurring Dates" to add repeating dates
for up to a whole year. For example, if you have a meeting the
third Wednesday of every month, you could add reminders for the
entire year. You can also block out a range of dates, as for a
vacation period.
When you select "Recurring Dates" another window appears where you
can enter the month and day to start and end your date series.
These start and end dates can cover an entire year, but they can't
go from one year to the next (not Dec. to Jan.).
Next you can choose whether these dates should repeat on a
particular day each month (say, the 15th), or on a particular day
of the week (say, Wednesday). If you choose a "Day of Week" you
must then choose the type of "Repetition." This can be which week
in the month (for example, the second Tuesday of each month). You
can also choose "every week" or "every other week." If you choose
"8. Every day..." then you don't need to enter the "Repetition."
The rest of the window is similar to an individual date record.
The START/END TIME, TITLE, YEAR, MASS DELETE flag, and MEMO will
appear in each date record that is created. The YEAR value
defaults to the current year if you leave it blank, except for "Day
of Month" type dates which remain blank if you leave it blank. The
MASS DELETE value is initially set to "Y" but you can change it if
you don't want to delete these dates using the group "Date Deletes"
function. The MEMO area shows two lines, but this will "scroll" to
allow 16 full lines, as you type.
VIEW Menu
The "View" pull down menu lets you use several different techniques
for looking at (and optionally revising) your data. Some of these
options are very powerful, and are unique to Who-U-Know.
NAMES: Choose this option to view your names by the "Category"
groups that you have defined. Use the F9 "Select" key to change
the category to the one you wish to view. You can press F9 and
change the category from the menu, or while viewing a particular
category group of names, to switch to another category. After
pressing F9 to change categories, you can key in a new category, or
you can press F2 to see a list of your categories and then choose
the one you want to view next.
When you see the list of names, you can type the first few letters
of a name into FIND and then press <Enter> to jump to that part of
the list. For example, type "sm" and press <Enter> to see the list
beginning with "Smith" as the top name, and continuing
alphabetically with other names.
Move the highlight bar over the name you are interested in and
press <Enter> to see more information about the name. See the
bottom of each window display for specific key values that provide
additional viewing and printing functions.
DATES/NOTES: This choice leads to another menu that provides
additional choices. Each choice will display a list of the
selected dates or notes. To pick an individual date or note, move
the highlight bar over that item and press <Enter>. See the bottom
of each window display for specific key values that provide
additional functions.
Choose "General Dates" to view your date reminders that are not
associated with a name. Because these dates are not associated
with a name, they are not tied to categories, so changing the F9
"Select" category does not affect which dates appear.
Choose "Dates" to view date reminders by category. Only those
dates associated with names in the "Select" category are displayed.
Use F9 "Select" to pick the category whose dates you wish to view.
Choose "Misc. Notes" to view your notes that are not associated
with a name. Because these notes are not associated with a name,
they are not tied to categories, so changing the F9 "Select"
category does not affect which notes appear on the list.
Choose "Notes" to view note records by category. Only those notes
associated with names in the "Select" category are displayed. Use
F9 "Select" to pick the category whose notes you wish to view.
ANALYZE: Choose "Analyze" to see a complete breakdown by your
current category assignments. This will present a window showing
the number of names in each category, along with percents of total
names and a bar graph. If categories which are no longer defined,
still exist in name records, they are also shown along with a
warning message. Since this display requires reading every name
record, it can be somewhat slow to appear. You can press the
<Esc>ape key to stop the analysis at any time as the names are
being read.
CALLER ID: This option presents a screen showing all your phone
numbers in numerical sequence. Next to each number is the
corresponding name. You can FIND a number by keying in the first
few digits until the number appears at the top of the list. If the
highlight bar is over a particular telephone and name, pressing the
<Enter> key will show the detailed information for that name.
Use this option to identify numbers on your phone bill that you
don't recognize, or to identify callers before you answer the phone
(requires "Caller ID" service from your phone company). Depending
on the size of your file, this screen can be somewhat slow to
display. You can stop the process at any time by pressing the
<Esc>ape key. To regularly identify incoming phone calls before
answering the phone, you may wish to leave this screen displayed to
speed up the process.
SCAN NAMES: This is a powerful tool for choosing names. Scan looks
through name records to find the specific word, letter or other
character that you tell it to search for. Alternatively, you can
select names added or revised after a date you specify. Finally,
you can choose names based on the date records that are associated
with the names. Any of these "scan" selection methods can be used
by itself, or in combination with the others.
Selected names are displayed on your monitor. However, these same
techniques can be used with F3 "Scan" to select names for "Print"
or "Misc" menu functions (for reports, export, etc).
"Scan" is similar to specifying a category using F9 "Select" but
more flexible and powerful. For example, you can look in the
"City" area of every name on your file, for "NEW YORK" or "BOSTON"
(Note: upper case letters don't matter, so "BOSTON" and "Boston"
are the same). You specify where to look, using one or more of the
following places in each name record: Name, Company, Address, City,
State, Zip, Country, Categories, and Memo comments.
The search works in combination with the Category chosen with F9
"Select." If you choose a Category with "Select" then only names
in that category are searched to find the additional items. This
provides a very powerful search tool. For example, you can view or
print all names in Category "XMAS" in the states of "NY" or "CA".
You can specify additional Categories using Scan. For example, you
might use "Select" to say look only in Category "A". And then use
Scan to say "Of those names in Category "A" choose only those that
are also in "B" or "C" and "D" or "E".
You can also use Scan to choose names by the "Last Changed" date.
The "Last Changed" date is kept by the program for every name
record, and shows when the name was added or last revised. Type a
"Last Changed" date to select only names changed (or added) after
the date entered. This can be handy for things like updating your
Rolodex card file, if you want to print cards only for new names or
names changed since you last printed cards (you have to keep track
of the date when you last printed Rolodex cards). This selection
criteria is in addition to the "Select" Category, if any, and other
Scan criteria. Names must meet all conditions to be selected.
You can also select names based on date records that are associated
with the name. For example, if you are maintaining a membership
list, you can enter an expiration date with each name. Later, you
can view (or print mailing labels for) all the people whose
memberships are expiring next month.
EDIT Menu
The "Edit" pull down menu lets you change, or just look at, your
data records. You can also add new records, similar to the "Add
Menu," but with the additional advantage of being able to check
first to see if the record is already on file.
NAMES: Choose this option to view all your names. When you see the
list of names, you can type the first few letters of a name into
FIND and then press <Enter> to jump to that part of the list. For
example, type "SM" and press <Enter> to see the list beginning with
"Smith" as the top name, and continuing alphabetically with the
names following "Smith." You can also use the arrow and PgDn/PgUp
keys to help find the desired name.
Move the highlight bar over the name you are interested in and
press <Enter> to see the detail information about the name, and
change it if you want. Use the F4 through F7 keys for Notes,
Dates, Phones, and User Items. See the bottom of each window
display for specific key values that provide additional viewing and
printing functions.
Press the <Ins>ert key to add a name (or Alt-2 to add a name in the
Two Name format). You can do this at any point in the list (you
don't have to be at the exact point where the name belongs
alphabetically).
DATES/NOTES: This item leads to another menu that provides
additional choices. Each choice will display a list of the
selected dates or notes. If the list is empty, the program goes
directly to the add window so you can add an item. To pick a date
or note on the list, move the highlight bar over that item and
press <Enter>. Press the <Ins>ert key to add an item. See the
bottom of each window display for specific key values that provide
additional functions.
Choose "General Dates" to list your date reminders that are not
associated with a name. These kinds of reminders might be used for
holidays or your own personal schedule.
Choose "Dates(all)" to see all your date reminders. If the list
has lots of dates, you may wish to press the F5 "Today" key to
bring the date closest to the current date to the top of the
screen.
The "One Days Dates" choice displays dates for a single day. This
is the best choice if you schedule many items on the same day, and
want to view only one day at a time.
Use "Misc. Notes" to view your notes that are not associated with
a name. These are for your personal reminders, or "To Do" list
type items.
Choose "Notes (all)" to view all your note records, whether or not
they are associated with a name. Use note records to record a
dated history of events (for example, interactions with a client).
CATEGORIES: This is where you can see the list of your category
definitions. You can change a definition by highlighting the item
and pressing <Enter>. You can add a category by pressing the
<Ins>ert key. To delete a category, first highlight the item and
then press the Del(ete) key.
Use categories to group your names into sub-lists of names that
have something in common. For example, you might want to assign
people in your Tennis Club into a "TC" category.
Now, as you add or revise names, you can assign them to the
categories you have defined. Do this by typing the name of the
category into the "Categories" area on the names screen, or press
the F2 key and choose a category from the list. The categories
area for each name can hold up to eight different categories.
PHONE TYPES: This is where you can see the list of your telephone
type definitions (HOME, FAX, etc). You can change a definition by
highlighting the item and pressing <Enter>. You can add a new type
of phone by pressing the <Ins>ert key. Use Del(ete) to get rid of
unwanted items.
USER ITEM TYPES: Choose this item to see your list of "User Item"
types. These are additional data fields that you want to keep
track of for names on your file. For example, you may want an area
for "Job Title," or "Children's Names." You can change these
definitions here, or add new ones and delete unwanted ones.
PRINT Menu
This menu item is the main area for creating printed outputs,
including reports, rolodex cards, labels, and envelopes. It is
also possible to print labels, envelopes, and rolodex cards for one
name at a time from the name list screens in "View" and "Edit."
Each printed format has a companion "setup" window where you can
select exactly how the printing should appear. For example, you
can select whether or not to print addresses, or telephone numbers.
Each time you make "setup" decisions the program will remember what
you specified, so that the next time you don't need to change
anything to obtain the same results.
The appropriate "setup" window appears each time you select a
particular report on the "Print" menu (unless you tell it not to in
the "Option--System Setup" menu). If you are happy with the
"setup" choices for a particular report (say, from previously
printing the same report), just press the F10 "Save" key to keep
those choices and proceed with printing the report. For a detailed
discussion of the "setup" window options see the "Option" section
of this documentation.
The F9 "Select" function will determine which category group is
chosen for printing. See the "Select" menu and "Categories"
sections of this documentation for more information.
Use the F2 "Start/Stop" option if you want to begin or end your
printing with a particular name. For example, if your labels jam
while printing, you might want to begin with the name after the
last good label. Just press the F2 key to see a list of names,
then highlight the name you want to begin with and press F2 (Start
Name). You can also choose a "Stop Name" (press F3) to end a
report before the last record. You can use "Start" and "Stop"
together to reprint just one part of a large name list if an
address or phone number changes, or if a name is added (the first
time you print the entire list, choose the option to start each
page with a different letter of the alphabet).
You can also select names for printing using the F3 "Scan" key.
This works in combination with the selected category (F9 "Select")
and the name range (F2 Start/Stop). See the "View--Scan Names" for
more information.
NAME REPORTS: These reports print on standard computer paper, and
display information kept for the names on your file. When you
choose this option, a second menu pops up with additional
selections.
The "Variable Format" is a two column report that lets you choose
exactly which information you want to print. For example, you can
choose whether or not to print (with Y or N for each) the address,
phones, user items, memo comments, dates, etc.
The "Phone List" prints a report with the name on the left side of
the page, and phone numbers across the page in three columns. If
more than three phones are present for one name, a second line is
printed.
The "Address List" report shows the name and address in a single
row across the page. A second line is printed whenever the
complete address doesn't fit on a single line.
The "User Item List" shows the special user defined data items
associated with each name. Additional lines are printed for each
name, as required.
The "Book" option prints variable sized address book
pages that you can cut out to place in different sized holders.
These pages can be customized to fit in pocket size and larger
folders, such as Daytimers, Filofax, etc. The pages will print two
across a standard size computer page, with up to eight pages per
sheet of paper, depending on the size you choose.
DATES/NOTES: These reports print on standard computer paper, and
display information from your "Date" and "Note" file records. When
you choose this option a second menu pops up with additional
selections.
The "Calendar" option prints a wall type calendar with each month
on a separate page. Your date reminders print in the boxes for
each day.
Choose "One Days Dates" to print a daily schedule in a two column
format. This will show all your date reminders for the day you
specify.
The "Weeks Dates" option prints seven days of your date reminders
in a two column format. You can start the week with any day you
choose.
Choose "Dates (Month/Vary)" to print a two column report of your
date reminders. This can be for one month, or any time period you
specify (two weeks, three months, etc).
The "Notes" option prints a list of your Note records in a two
column format. This report can cover any time period that you
specify (for example, one day, two weeks, three months, etc).
LABELS: Choose this option to print mailing labels for the name and
address data on your file. These labels must be the standard size:
one inch from the top of one label to the top of the next (this
results in pin feed labels that are 15/16 inches high, with 1/16
inch between the bottom of one label and the top of the next).
On "pin feed" (usually dot matrix) type printers, you can also
print these labels for a single name from the name list screen in
"Edit" or "View." Using this option to print one label at a time
is a good way to check the alignment of labels in pin feed type
printers. After the alignment is correct, you can proceed to print
large numbers of labels using this option.
ENVELOPES: Use this option to print addresses on many envelopes at
one time (for a single envelope, use the F2 Envelope "hot key" on
the name list screens in "View" and "Edit"). To print using this
option with a dot matrix printer you must use the continuous form
envelopes where one envelope is attached to the next on a pin feed
backing sheet.
ROLODEX: This option will print rotary type cards on continuous
form stock with a pin feed printer (this option does not work with
laser printers). Use the single print F8 "Rolodex" option on the
name list screens in "View" and "Edit" to check the card alignment
in your printer, before printing multiple rolodex cards with this
option.
PRINTER CODES: This option lets you send setup commands directly to
your printer. For example, you may want to change the font, or
change from "draft" to "letter" quality. Just choose this option
and type in the specific commands you want to send. These commands
will be remembered by the program, but the first time you need to
check your printer manual for the specific commands required.
"Escape" codes and other "decimal" codes must be placed inside the
special brackets found on the keyboard over the "comma" and
"period" keys. For example, <27> represents the "Escape" code for
most printers.
MISC Menu
The "Misc(ellaneous)" menu holds a collection of utility tools that
perform various useful functions. Some of these options are very
powerful, potentially affecting every record in your file. It is
always a good idea to make a backup copy of your files before
making major changes with these tools.
MAIL MERGE: This option creates a file of names and addresses for
use with your word processor. The file is in the ASCII format and
has the name MERGE.FIL. Each name will have five lines of name and
address information. Many names will have one or more blank lines,
since not all the fields will have data. There is an optional
sixth line for salutation.
Load the MERGE.FIL into your word processor to create mail merge
letters. Usually, you will need to use the ASCII file load feature
of the word processor (for example, in WordPerfect use <Ctrl>F5
Text In/Out). You can use your word processors "macro" capability
to create any special "merge" codes required for mail merge.
DATES/NOTES: This choice displays a second menu with three
additional options. CAUTION: these options can affect multiple
date and note records on your file.
ADD RECURRING DATES: Choose this option to add repeating dates for
up to a whole year. For example, if you have a meeting the third
Wednesday of every month, you could add reminders for the entire
year. You can also block out a range of dates, as for a vacation
period. If you want to associate these dates with a name, then use
the F3 "Date Name" function on the menu to pick the name, before
selecting this function.
When you select "Add Recurring Dates" another window appears where
you can enter the month and day to start and end your date series.
These start and end dates can cover an entire year, but they can't
go from one year to the next.
Next you can choose whether these dates should repeat on a
particular day each month (say, the 15th), or on a particular day
of the week (say, Wednesday). If you choose a "Day of Week" you
must then choose the type of "Repetition." This can be which week
in the month (for example, the second Tuesday of each month). You
can also choose "every week" or "every other week." If you choose
"8. Every day..." then you don't need to enter the "Repetition."
The rest of the window is similar to an individual date record.
The START/END TIME, TITLE, YEAR, MASS DELETE flag, and MEMO will
appear in each date record that is created. The YEAR value
defaults to the current year if you leave it blank, except for "Day
of Month" type dates which remain blank if you leave it blank. The
MASS DELETE value is initially set to "Y" but you can change it if
you don't want to delete these dates using the group "Date Deletes"
function. The MEMO area shows two lines, but this will "scroll" to
allow 16 full lines, as you type.
DATE DELETES/NOTE DELETES: This process removes all the date or
note records coded with a "Y" in the "Mass Delete" field of the
individual records. The deleting is only of dates in the month and
year entered. If the "Starting Year" is left blank, the delete
will only affect records with a blank year. If the "Starting Year"
has a value, then only dates with that year will be deleted.
If there is a "Starting Year" value and the months "wrap around"
the end of the year, then the year is incremented beginning with
January. For example, if the starting month is "12" and the ending
month is "02" then December will use the starting year (say "91"),
while January and February will use the next year (in this case,
"92").
These mass "delete" functions also use the "Category" value shown
in the window. If the "Category" is blank, then all records that
meet the other criteria are deleted. However, when a category is
used, only records "tied" to names in that category will be
deleted. The category is changed with the F9 "Select" function
key.
If you want to delete only the records associated with a single
name, use the F3 "Date Name" function and pick the name first.
Then choose either "Date" or "Note" deletes and proceed with the
process.
EXPORT/IMPORT: Records may be selected for "Export" based on the
category (use F9 Select), the place in the list to begin or end
(use F2 Start/Stop), and "text search" criteria (use F3 Scan). For
each selected name record, the "Export" function creates a "comma
delimited ASCII" file (also called a Data Interchange File, or
DIF). This is the most common format for exchanging data between
different programs, and should work with most other software. The
file is created with the name TRANSFER.FIL (see layout below).
The "Import" function loads a file of names into this program. If
a category is specified (using F9 Select) then the CATEGORIES field
of each imported name is replaced by the category entered. If "**
All Names **" appears in the category area, then the incoming
categories are brought in without change.
The filename for "import" is also TRANSFER.FIL. Both the EXPORT
and IMPORT functions use the same layout, as shown below.
The data fields must be in the order shown (maximum lengths shown
in parenthesis): TITLE (14), FIRST NAME (20), LAST NAME (19),
COMPANY (33), ADDRESS LINE #1 (33), ADDRESS LINE #2 (33), CITY
(18), STATE (2), ZIP CODE (10), COUNTRY (15), PHONE DESCRIPTION #1
(4), PHONE #1 (16), EXTENSION #1 (10), PHONE DESCRIPTION #2 (4),
PHONE #2 (16), EXTENSION #2 (10), SALUTATION (20), CATEGORIES (32),
MEMO (192).
CHANGE CATEGORIES: Use this to revise one category value in
selected name records. Put the category you want to change into
the "Remove this Category" field. Next, put the new category value
into the "Add this Category" field. If "Remove this Category" is
left blank, then the "Add this Category" value is added to selected
names. IF "Add this Category" is left blank, then the "Remove this
Category" value is dropped from each selected name.
NAME DELETES: Use this function to delete all the Names in one
Category. Choose the category using the F9 "Select" key from the
"Misc" menu. You can further select which names to delete with the
F2 "Start/Stop" and F3 "Scan" keys, also on the "Misc" menu.
Warning: The names will be permanently deleted from your file, so
be sure you are deleting names you no longer want. Use the "View"
Menu "Names" and "Scan names" choices to see ahead of time which
names will be dropped for a given Category and/or set of "scan"
values. Once the deleting process begins, you can press the
<Esc>ape key to pause, and then decide whether or not to continue
deleting names.
OPTION Menu
The "Option" pull down menu lets you define setup values for
various program functions. These values define your computer
environment, and describe exactly how reports should appear.
Dial, Printer, Merge
DEVICE NAME: Use the "Device Name" area to switch printers if you
have more than one printer, or to send reports to a disk file.
Most printers use parallel hookups, and will work with either PRN
or LPT1 in device name. Use COM1 for most serial printers. Other
possible values are LPT2, LPT3, COM2, and AUX. Do NOT use a colon
":" at the end of the device name.
You can also enter a DOS file name into Device Name, if you want to
print reports to a disk file (for example, to take to another
computer for printing, or to hold for later printing on a network).
You can use drive names and directories with the DOS name (for
example, C:\FILES\PRINT.RPT or A:PRINT.RPT).
PRINTER: Enter your printer type in "Which best describes your
printer." Choice #1, the "Proprinter type" works with printers
using the IBM U.S. character set (Note: this choice prints
Calendars at 6 lines per inch, with a maximum of 6 "event date"
lines per day, while other choices print up to 8 "event date"
lines. For this reason, it is best to try Choice #3 first, even
with an IBM Dot Matrix printer). Choice #2, "LaserJet," is for all
Laser and DeskJet type printers (if you don't have an HP laser, set
your laser to "emulate" the HP LaserJet II). Choice #3, the "Dot
Matrix," works with virtually all dot matrix printers, and is the
best choice to try first for all non-laser printers.
Most printed outputs will be correct regardless of the printer
choice you make. However, if you have trouble with the Calendar,
Book, or Compressed Labels, it is due to a faulty setting.
The "Custom setup" requires that you read your printer manual to
find the special setup codes for "compressed" size (16-17
characters per inch) and "8 lines per inch" (vertical) spacing.
After entering choice "4," then type these special codes in the
popup window that appears next.
The first part of each "Custom setup" code usually requires an
"Escape" code, which must be entered between "less than" and
"greater than" symbols, as follows: <27>. Any codes that you enter
as "decimal" values must be between their own "<" and ">" symbols
(for example, <27><48>). On most keyboards, the symbols "<" and
">" are located on the "," and "." keys. For most of these printer
codes, you can enter the actual character shown in your printer
manual, instead of the "decimal" code. It is easier to use the
actual character whenever possible (for example, use "<27>0"
instead of "<27><48>"). After printing Calendars, Books or
Compressed Labels that use these codes, turn your printer off and
then on again to clear the codes before printing other reports.
DIAL: If you have a Hayes compatible modem, you can have the
program dial phone numbers for you. You must specify your
telephone type (rotary or touch tone), modem port number ("1" for
COM1, etc.), and modem speed. See the "Phone Dialing" section for
information on making calls.
Optional "Setup" variables let you supply a Prefix to be
automatically appended to the beginning of the phone number. For
long distance calls, this can be "1" or a longer "access code."
For local calls this could be "9,," to dial "9" for an outside line
(Note: the ",," creates a pause before the rest of the number is
dialed; each "," causes a two second pause). You can also enter a
"Long Distance Suffix" that is dialed after the number, which is
used for billing codes in some situations.
You can also put a "Local Area Code" in the "Setup" area. This
causes the autodialer to drop the area code, when you dial numbers
that start with that area code. This lets you put area codes in
front of all phone numbers, and then travel to different area codes
and "Dial" without changing any phone numbers (you would change
just the "Local Area Code"). This also lets business users in
different locations share the same name files.
MAIL MERGE SALUTATION: You can choose whether or not to include a
salutation, when a mail merge file is created for your word
processor. The salutation is used with the word "Dear" at the top
of your letters (for example, Dear Mr. Jones:). If you choose to
have a salutation included, the program will build one for you.
The salutation is built using the "Title" and the "Last Name" you
entered into the name record. If the name record has only a
"Company," then "Sir or Madam:" is used, unless a Salutation was
entered with the name record.
You can also specify a universal default salutation (for name
records that don't have a salutation), such as "Friends," or
"Business Owner:". And you can specify that the "default" value be
used every time, and override the salutation from the name record.
System Setup
These choices allow you to tailor the program to your personal
preferences. The first choice, "Display printing format
choices..." will cause the "setup" option window to appear after
you select a report for printing. It is highly recommended that
you reply "Y(es)" to this, especially at first, so you will be
reminded of all the options that exist with each report.
DATE ALARM: You can have the program check the "event dates" you
have entered to see if any are upcoming in the near future. The
check occurs each time you start the program. This value also
controls the optional WHONOW program used to display reminders
during power on. A blinking "Date Alarm" message showing the
number of dates within the "alarm window," appears on the main menu
to alert you to upcoming events.
Enter the number of days you wish to look ahead for upcoming
events. Enter zero to skip this feature (no date check). Enter
"1" to check just the current day. Enter "2" to check the current
day and the next day, etc. Accordingly, you can choose any number
of days up to 99 to check for upcoming events. For example, you
could enter a "5" in "Date Alarm," and the next time you use the
program, you might see the message "Date Alarm: 3" (which means
"there are three date records within the next five days"). Choose
the "Calendar" menu, and then press F5 "Month" to see the actual
date reminders.
WHEN ADDING NAMES...: This area lets you save keying time by
repeating the data from the prior name when adding several names,
one after the other. For example, sometimes many names have the
same City, State, and Zip Code. Answer "y" to re-use the address
data from the name you added previously.
STARTING DISPLAY: You can choose how the program will appear after
you first start it up. The normal choice is "0" to see the main
menu display. However, you can enter "1" to first see the list of
all your names, or "2" to see the "View" of just names in a
selected category (the category will be the last one you used from
the prior time you ran the program).
AFTER PRESSING ESC: This choice has to do with how you exit the
program. You can choose to go directly to DOS (quit the program)
when you press <Esc>ape. By entering a "N(o)" the program will ask
you to confirm that you want to quit. This can be useful since you
will often be pressing <Esc>ape repeatedly to exit from lower level
menus, and one press too many may put you unexpectedly out of the
program.
IF REGISTERED: If you have registered the program, be sure and
enter your name and serial number here. This will display your
name on the main menu, and prevent the registration reminder
message from appearing as you exit the program.
Format Reports
This option presents a list of various reports that are printed on
regular computer paper. After you choose a particular report, the
setup options for that report are presented. All option screens
show which category of names is selected, and let you change it
with the F9 "Select" key, if you wish.
VARIABLE NAMES: This option screen lets you enter a report title,
whether or not to print page numbers, and which fields to print
(address, memo, etc). The "Print for" option lets you print the
names alphabetically by both "last name" and "company" if both are
present for a particular record, or just one or the other. You can
also choose ZIP CODE sequence.
Reports can be printed on both sides of each page, by passing them
through the printer twice. First the odd numbered pages will
print, then feed all the pages back through to print the even
numbered pages. You can also choose to start a new page for each
letter of the alphabet, so that you get an "A's" page, and a "B's"
page, etc. You can use this with the F2 "Start/Stop" key to
reprint only one page instead of the whole report, if a name is
changed or added.
BOOK: This option includes all the values from "Variable Names"
above, plus a number unique to these address book pages. Use
"Indent" to move book pages in from the left side of the page (this
is useful for centering the page left to right, if you choose
printing on both sides). The "Text line width" is the space
allowed for printing data on the left or right hand page. Use
"Book page Margins" to move the printing left and right on the book
page, and thereby affect the width and appearance on each book
page.
The "Print lines per inch" can be set to six or eight, thereby
affecting the height and appearance. If you have a laser printer,
you can use "Y" in "Landscape mode" to turn the pages on their
side. Use "Lines per book page" to affect the overall height of
the book pages (with smaller values, four or more "pages" will
print on a single piece of paper). You can choose whether or not
to print a "border outline" to assist in cutting pages if you are
not using pages with "perfed" tear lines.
The "Bind pages Left or Center" option affects the basic style and
page numbering of the book. The "Left" option is intended to be
cut between the left and right hand side pages, and assembled so
that the book pages are stapled or hole punched on the "left."
With the "Center" option the pages are not cut between the left and
right hand side pages, and the line between the pages is stapled to
form the book. This sounds more confusing than it is. The best
way to proceed is to actually print a few names in the book format,
then cut up the pages to see which style you prefer.
The "Compressed" printing option uses the smaller font size on your
printer (about 16-17 characters per inch). This is preferable for
smaller pocket size address books.
NAME LISTS: These reports list names with either address, phones,
or user items. The data is printed across the page, instead of in
columns. The report only prints in the "compressed" small letter
size, in order to fit an entire name across a normal sized page.
All the variable options are discussed above, if you have questions
about their effect.
DATES/NOTES: These options control the appearance of the date and
note reports. By choosing the starting and ending dates, the range
of information is controlled. You can also choose whether or not
to print the "Memo" comments which are entered with each record.
CALENDAR: This report is in the form of a monthly wall type
calendar. Your date reminders are printed in each box. Each page
is a single month. You can choose a title, and which months to
print.
Envelopes, Labels
ENVELOPE LINES HIGH: To place the address data from top to bottom,
the program needs to know the vertical size of the envelope (or
variable label). Indicate the "Lines High" (form height) as a
number of lines, assuming that most printers put 6 lines per inch.
For example, a standard business envelope measures 4 1/6 inches top
to bottom. Therefore the form height would be 25 (6 times 4 1/6).
If your printer puts 8 lines per inch, or some other value, use
this to calculate "lines high."
ENVELOPE LEFT MARGIN: This is used to position the "addressee"
information on the envelope (or variable size label). Enter the
number of spaces you want to indent before printing the address.
As with many of these values, it is hard to know exactly what to
enter. The best approach is to take a guess at the value, then
print one envelope, look at the result to see how you did, and then
adjust accordingly. After a couple of trial runs, you'll have the
correct setup, and you probably will never change it again.
LINES BEFORE ENVELOPES: The "Lines before" value is used to align
the address on the envelope. If you have a laser printer, this
will move the "addressee" (and optional return address) information
so it lines up with your envelope "path." For example, the HP
LaserJet II has a "center feed" envelope tray, so a value of "11"
will correctly place business-size envelope addresses. The "11"
means to "skip 11 lines before beginning envelope printing." Use
a sheet of paper to test these values before trying to print on an
actual envelope.
For Dot Matrix printers using "continuous" envelopes, this value is
the number of "print" lines between envelopes (from the bottom of
one envelope to the top of the next). If there is one inch between
envelopes, enter "6" (since there are six printer lines per inch).
If the envelopes have no space between them, enter zero. To begin
printing position the printer at the top of the first envelope.
PRINT RETURN ADDRESS (Y/N): You can print a return address on
envelopes if you wish. If you want to print return addresses,
enter "Y" in the "Print Return Address" area.
LEFT MARGIN (Envelope Return Address): Type in "Left Margin" the
number of spaces to indent the return address. On dot matrix
printers this will be a small number (say, 1 to 5), since the left
side of the envelope is near the left edge of your printer.
However, Laser printers feed envelopes in "sideways," so this
number can be quite large depending on the size of the envelope
(the smaller the envelope, the bigger the Left Margin). A good
technique with Lasers is to make some trial runs using a full size
sheet of paper, to see how the return address will be placed on the
envelope (Note: a Left Margin of 15 is about right for business
size envelopes on laser printers).
ENVELOPE RETURN ADDRESS: Type the actual return address, as you
want it to appear on envelopes. The return address can be up to 5
lines long. This return address will be used for all your
envelopes, until you revise it.
USPS OCR FORMAT: If you enter Y(es) then label and envelope
addresses will print with all capital letters and no comma between
the "City" and "State." This conforms with the Post Office
requirements for OCR scanning and may result in faster processing
of all letters, as well as reduced BULK mail rates. If you enter
N(o) then the "addressee" will appear just as you have entered it,
except for the comma inserted after "City."
SEQUENCE (Labels & Envelopes): The sequence for labels or envelopes
can be set to Zip Code, or Primary (person) or Alternate (Company)
order. This can be changed at any time. If you choose Zip Code,
the Zip area of each name must contain a code, in order for the
sort to work correctly. If you choose "Zip" sequence, there may be
a slight delay before printing begins while the program creates the
"Zip" order.
MAILING LABEL FORMAT: You can define the size and number of labels
in a row (from 1 to 4 across), for standard mailing labels. These
labels are 15/16 inch high (or 1" from the top of one to the top of
the next). The "Compress" formats require a dot matrix type of
printer capable of 16-17 characters per inch. The "Laser" format
works only with laser printers that "emulate" the HP LaserJet II
(most laser printers have a LaserJet II mode setting).
Rolodex
Rolodex cards can be printed on any "pin feed" type printer using
continuous form card stock (there is no option for laser printed
rolodex cards). Cards can be either the 3x5 or 2 1/6 x 4 inch
size. You can choose whether or not to print each of the following
types of information: Address, Phone, User Items, Notes, Dates, and
Memo comments. If the information selected for a name will not fit
on one card, then another card will print with "Continued" and the
name at the top. In this way, several additional cards may print
for a single name.
Select (F9)
The "Select" function is used to choose the names for the "Print,"
"View," and "Misc" options. Here you specify the category group of
names that you want to process. You can change this category as
often as you need to, either by choosing "Select" on the main menu,
or by pressing the F9 "Select" key from most places in the program.
For example, if you're about to print a telephone list from the
"Print" menu, the current category will be displayed at the bottom.
If you wish to change it, press F9 to bring up the Select "window,"
and key in the new category. If you're not sure what the category
letters are, you can press F2 to see a list of your categories,
then highlight the one you want and press <Enter> to choose it.
Next, press <Enter> to save the new category choice, and return to
the "Print" menu.
If you wish to select all your names, key spaces into the
"Category" field on the "Select" window. The "Category" also
affects "note" and "date" selection, by choosing only records that
are associated with names in the selected category.
Calendar
This menu item displays a calendar for the current month. You can
change to any other month and year by using the arrow keys. You
can also key in a new month number.
To see the date reminders in the month shown, press the F5 "Month"
key. From this list of date reminders for the month, you can
highlight any particular reminder and press <Enter> to see or
revise the detail information. You can also press the F6 key to
see or revise the date reminders for a single day (Note: it is also
possible to view and revise date reminders from the "View" and
"Edit" menus).
MISCELLANEOUS
Phone Dialing
You can automatically dial the phone numbers kept in your name
records. Just highlight the name on the name list, and press the
F6 "Phones" function key. Next highlight the number you wish to
call, and press the F6 "Dial" key. You can also "Dial" from the
Names, Notes or Dates update screens, wherever you see the "Phones"
option listed.
You can use "vanity" phone numbers if you wish (for example, 800
245-DISK), and the program will dial these numbers correctly. If
you stay in the "dial" window during your call, and "Escape" at the
end of your call as you hang up, the program will tell you the
"Duration" of your phone call. If you call from a "Note" record,
the duration will be automatically posted to the "Call Length"
area. To use "autodial" your computer must have a modem, and you
must supply information to the "Option" setup for "Dial, Printer,
Merge."
After you dial a number, you can pick up your telephone to talk to
the other party. If you have trouble hearing them, press the
<Esc>ape key to exit the dialing window. You can usually solve
this problem by changing the way your telephone and computer are
attached to the phone jack.
Special Key Combinations
Use <Ctrl><End> to erase from the current cursor position to the
end of a field. For example, to blank out an Address line on the
name update screen, press <Ctrl><End> with the cursor at the start
of the Address field. To move to the last character of a field,
press <End>. To move to the first character, press <Home>.
File Backup
For a complete backup of all your data, copy all the files with the
following extensions: .FIL .K01 .K02 and .MEM (see BACKUP.BAT in
the "Batch Files" section of this documentation for more
information).
Monitor Problems
If you have trouble seeing screen details with a laptop or
monochrome monitor, then before starting the program type MODE BW80
at the DOS prompt. On color monitors, a slight adjustment of the
"knobs" on the side or front of the display, will usually clear up
certain colors and other faint information.
Screen Blanking
If you don't press any keys for a period of 10 minutes, the program
will blank your display monitor. This protects your monitor from
having a pattern "burned" into the display. To see the display
again just press any key. To avoid this feature, start the program
with "WHO V=0" (that's a zero after the equal sign) and then press
<Enter>.
Warrantee Disclaimer
WR Software makes no warrantee concerning the function or fitness
of this documentation or the corresponding program, and shall have
no liability or responsibility to any recipient with respect to any
liability, loss, or damage, directly or indirectly arising out of
the use of the documentation and programs, including but not
limited to, any loss of business or other incidental or
consequential damages.