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Reference Guide for Architect's Helper [TM]:
["PROGRAM.REF"]
Appendices A through Z
and
Appendices A-1 through A-25
Please note that in this reference guide the screens use an 'expanded'
format to show the meaning of the selections. Inside the program,
however, the program uses light-bars in the menus, with reduced text
for each selection but with expanded explanatory text on each light bar
option.
This "PROGRAM.REF" file is the Reference Guide. If you wish to see the
tutorial, read or print "PROGRAM.DOC".
Appendix A: Service Agreement
U.S.A. and Canada
You have UNLIMITED FREE support if you:
1) are a Registered User.
2) call the ACS Support Line between 9 AM and 4 PM Central Standard
time any week day. Our phone number is: (214) 690-6017.
Support policies:
Customers in U.S.A. or Canada
Support is part of this purchase price of $99. For routine support, I'm
here every weekday from 9AM to 4PM, Central time. For any issues
related to loss of data and returning the data from your most recent
backup, I'm here or at the end of a cellular phone 7 days a week, 16
hours a day.
Since support is so interactive, all support must be done by voice at
(214)690-6017, not FAX.
Support policies:
all foreign customers
This letter outlines the registration and support procedures from any
country outside of the U.S.A. or Canada, and will amend Appendix A in
PROGRAM.DOC/PROGRAM.REF.
Normal U.S.A hours of operation for technical support are 9 AM to 4 PM
Central Standard US time for all U.S.A. and Canadian users. CST is
the same as Chicago time and is one hour behind New York time. If you
are calling from a country that is, say, 6 hours ahead, like London,
England, then call for routine technical support in the latter part of
the day when you are sure to catch me in after 9AM my time.
Let's say that you are calling from a time zone for which a great
disparity exists such as Australia and are 15 hours ahead of me. If you
call at 10AM Tuesday, your time, you will reach me at about 7PM,
Monday, my time.
Support is part of your purchase price of $99 (USA). Since you are
calling from out of country, just assume that I am here for support from
7PM to 10PM every week night, my time. Since support is so interactive,
all support must be done by voice (214)690-6017, not FAX.
Appendix B
NEW FEATURES:
Proposals/Invoices:
This option is accessible from the Activity File menu, A)dd and G)et
options and is largely self-explanatory. As you add an activity,
observe the bottom of the screen. At one point you will see an
instruction about using 'F7' to create a proposal/invoice. After you
enter 'F7', the program will branch to the proposal/invoice module and
will then prompt you for more information.
Note that the comment you enter into any one activity record, up to 200
characters, will then print out in the body of the proposal/invoice,
along with all name, address, and zip code information already in the
activity record. You may also elect to use your own comments, up to
500 characters, instead of the comment entered into the most recent
activity record.
For an alternate way of creating invoices, see:
Appendix A-8:
An Alternate Strategy for creating Invoices
from memos in the Activity file
Appendix C:
Instructions for Manually Importing External Data
This appendix shows the methodology for converting data manually. To
use the process in Architect's Helper [TM] to import data
automatically, see Appendix J, Option 8: Import Data from ASCII File.
When done manually, the program has no way of verifying the validity of
external data. You must do this yourself by examining the work file
that you will be creating, TESTFILE.DBF, until you are satisfied that
it is meaningful (ie, the data fields match up between new and old
files). If meaningless data is imported, then the existing data faces
corruption.
As a safeguard for your original files, create a new subdirectory,
\CONVERT, and move over all files from \ARCHITEC.ACS to it. Perform
all of the following steps in \CONVERT until you are satisfied that the
conversion is successful, then bring back all files from \CONVERT to
\ARCHITEC.ACS.
These are the steps to import data.
First, acquire a copy of dBASE III [TM], dBASE III Plus [TM] (from
Ashton-Tate Corp.), dBXL [TM] (from Wordtech Systems), or any
interpreter that is compatible with these.
Secondly, make a copy of the structure of the main client
file, PROSPECT.DBF, with these commands:
bring up your file --> USE PROSPECT
copy the structure --> COPY STRUCTURE TO TESTFILE
invoke test structure --> USE TESTFILE
bring in records --> APPEND FROM OLDDATA.TXT DELIMITED WITH ,
from the old data
This assumes that you have OLDDATA.TXT set up in a 'comma delimited'
format. Comma delimited data looks like this:
"John","Doe","Dallas","TX"
Observe in this example that four fields are separated (or delimited)
by commas, and each field is surrounded by double quotes. You do not
need spaces between any one comma and the double quotes that are
adjacent to it.
Structure for database : PROSPECT.dbf
Field Field name Type Width Dec
1 DATE_SYS Date 8
2 SEX Character 19
3 FNAME Character 20
4 LNAME Character 20
5 PROSPECT Character 40
6 ADDRESS1 Character 30
7 ADDRESS2 Character 30
8 CITY Character 30
9 STATE Character 2
10 ZIP Numeric 5
11 ZIP4 Numeric 4
12 PHONE_1 Character 13
13 COMMENT1 Character 60
14 COMMENT2 Character 60
15 REFERBY Character 30
16 SUM_DATE Date 8
17 TIME_SYS Character 8
18 SUMEXP Numeric 12 2
19 LABELS Numeric 1
20 INTEREST Numeric 8 *
21 CLASS Numeric 2
22 RANDOM1 Numeric 3
23 VALID2 Numeric 10
24 PROSPMEMO Memo 10
25 VAL1 Numeric 12 2
26 VAL2 Numeric 2
27 VAL3 Date 8
28 VAL4 Numeric 12 2
29 VAL5 Date 8
30 VAL6 Numeric 12 2
31: GREETING Character 20
32: PMISC1 Character 4
33: PMISC2 Character 2
34: PMISC3 Numeric 4
35: PMISC4 Character 2
36: PMISC5 Date 8
37 TITLE Character 35
38 PHONE_2 Memo 10
** Total ** 565
Definition of fields.
You must enter a value for fields 1,2,5,19,20.
1: DATE_SYS, date main record first came into system. For external
data, you can use today's date for all records.
2: SEX, sex identifier such as 'Mr. ', 'Mrs.','Ms.', or 'Doctor'.
Your entry must be in the Sex Identifier validation file, Other Options
Menu. If you enter '-' for all records, then the sex ID is omitted.
3: FNAME, first name of client.
4: LNAME, last name of client.
5: PROSPECT, company name of client. In the absence of a company
name, you should join the first and last name together in this field,
such as "John Doe".
6: ADDRESS1, first line of address.
7: ADDRESS2, second line of address.
8: CITY, city of client.
9: STATE, state of client, a 2 character code consistent with those
codes in the STATE validation file, Other Options Menu.
10: ZIP, the zip code.
11: ZIP4, Zip code plus 4
12: PHONE_1, the phone number. Must be in this format: (214)690-4782
The area code must start on character 2, not 1, of this 13 character
string. The phone number itself must begin at character 6.
13: COMMENT1, the first comments field.
14: COMMENT2, the second comments field, a continuation of the first.
15: REFERBY, referred by whom.
16: SUM_DATE, date expenses were summarized last.
17: TIME_SYS, time of last expense summarization.
18: SUMEXP, the amount of the most recent expense summarization for
this client.
19: LABELS, status of labels posted or not posted. Must be set to
'0'.
20: INTEREST, category of client. Must be set to 1 (the default
value), or above. Cannot be set to zero.
21: CLASS, ignore this.
22: RANDOM1, ignore this
23: VALID2, ignore this
24: PROSPMEMO: memo field, points to PROSPECT.DBT
25: VAL1 \
26: VAL2 \
27: VAL3 \-----------> Ignore these fields, used internally
28: VAL4 /
29: VAL5 /
30: VAL6 /
31: GREETING, the salutation field, defaults to the first name unless
you enter a different value. This field is used once you select option
B on the Main Program Menu:
B) Import or Output Data
32: PMISC1 \
33: PMISC2 \
34: PMISC3 \-----------> Ignore these fields, used internally
35: PMISC4 /
36: PMISC5 /
37 TITLE, Professional Title if any. See Labels Menu for usage.
38 PHONE_2 Memo field, used for alternate phone numbers
When you are finished with TESTFILE.DBF, examine fields 1,2,5,19, and
20 to make sure that you have made an entry in them as per the
directions above.
After you are satisfied that TESTFILE.DBF has your data, execute these
commands:
USE PROSPECT
APPEND FROM TESTFILE
QUIT
These delete all files that end in '.NTX' and '.MEM'. Upon completing
this, execute the program:
PROSPECT
This process will force the program to go through the Installation
procedure again. Once it senses that all '.NTX' files are missing,
the program will then automatically reindex all files.
Once you are in the Main Program Menu, go to Other Options and execute
option 9: Repack and Reindex all files. This procedure contains
algorithms to cleanup extraneous and inconsistent data as best it can.
It will, for example, look to see if multiple records exist in the file
with the same company name. If so, the program will increment each one
by appending '-1', '-2', and so on.
Going through data conversion is a difficult, manual process, more art
than science. If you have less that 200 records, you are better off
re-entering the records manually than attempting to convert them from
their native format into the program.
Appendix D
Modification of labels:
All labels are generated with four label forms: LABEL1.LBL, LABEL2.LBL,
LABEL3.LBL, and LABEL4.LBL. All data comes from PROSPECT.DBF.
Options Contents
=========================================================
| Predefined size: 3 1/2 x 15/16 by 1 |
|-------------------------------------------------------|
| Label width: 42 |
| Label height: 5 |
| Left margin: 0 |
| Lines between labels: 1 |
| Spaces between labels: 0 |
| Labels across page: 1 |
|=======================================================|
Label contents:
1: LABELNA2(FNAME,LNAME,SEX)+LBL9(CLASS,VALID2)
2: LABELNAM(FNAME,LNAME,PROSPECT,SEX)
3: TRIM(ADDRESS1)
4: TRIM(ADDRESS2)+LABELNA3(ADDRESS2,PHONE_1)
5: TRIM(CITY)+", "+LABELNA4(STATE,ZIP)+LBL5(ZIP4)+LBL6(COMMENT1)
The 'STRZERO' function is unique to the compiler and converts all zero
digits to zero strings. The functions on lines one and two are UDFs in
Clipper that tell the printer to skip the company name if it is the
same as the first+last name or to skip line one if first and last name
are blank. Line 4 has the UDF to insert a phone number into the label,
if requested. Line 5 skips state or zip code, if left blank. The UDF
LBL6() checks for Canadian codes in comment1, such as 'Canada=V6A1A4'.
LBL9() is used in the Bulk Mail Sort.
The label modify command in dBASE III [TM] will not work because it
will not understand the UDFs. Instead, you must use the stand-alone
Clipper [TM] utility LABEL.EXE, and invoke the command:
LABEL LABEL1
Appendix E
Procedure for Foreign Addresses:
overview
[those outside of the U.S.A.]
Once you select U.S.A as the country of usage in the International
Installation Menu, Architect's Helper [TM] presents items in the
address that are specific to the U.S.A., such as 'zip code' and
'state.' These address elements are omitted when any other country is
selected.
Regardless of the country selected at the International Installation
Menu, you always have the option of creating information specific to a
country by using the 'COUNTRY=' logic available to you in COMMENT1.
Let's say that you were placing the name of the country in the 'CITY'
line but ran out of space. If you then place the phrase 'COUNTRY='
anywhere in COMMENT1, the program will take that country name and print
it on the same line as the city on your label, following the city. For
example, if you have this phrase in COMMENT1:
COUNTRY=Australia/
When you print a label, Architect's Helper [TM] will sense that you
want to print a country code that does not fit within the data entry
screen and will then place 'Australia' after the the CITY. Observe
that IN CONTROL [TM] must see a '/' at the end of your country code to
signify the country. Note also that Architect's Helper [TM] will print
out the entire country code you enter between 'COUNTRY=' and '/',
regardless of how may characters long that code is.
Sorting by country code:
If you wish to sort by country code in some or all of your addresses,
then you would use the 'COUNTRY=' logic of COMMENT1 for your country
name. Later, you could then select out those records unique to any one
country by using the logic referenced in Appendix A-2:
Appendix A-2:
Logic behind Comments/name/city selection
[select out records in 7 different places in program]
Procedure for Canadian and Foreign Addresses:
[when entered into the Client File]
With respect to the state validation file:
Although you could change the values in the State validation file in
earlier versions of this program, that ability to alter values has been
removed since this data is static. In addition to states and
territories, you can also have these two entries: '--' and 'NA'.
Either value could be used for foreign countries.
Both of these are valid 'states' and can be used during data entry.
Values in State validation file:
AL = Alabama MT = Montana
AK = Alaska NE = Nebraska
AS = American Samoa NV = Nevada
AZ = Arizona NH = New Hampshire
AR = Arkansas NJ = New Jersey
CA = California NM = New Mexico
CZ = Canal Zone NY = New York
CO = Colorado NC = North Carolina
CT = Connecticut ND = North Dakota
DE = Delaware CM = Northern Mariana Is.
DC = District of Columbia OH = Ohio
FL = Florida OK = Oklahoma
GA = Georgia OR = Oregon
GU = Guam PA = Pennsylvania
HI = Hawaii PR = Puerto Rico
ID = Idaho RI = Rhode Island
IL = Illinois SC = South Carolina
IN = Indiana SD = South Dakota
IA = Iowa TN = Tennessee
KS = Kansas TX = Texas
KY = Kentucky TT = Trust Territories
LA = Louisiana UT = Utah
ME = Maine VT = Vermont
MD = Maryland VA = Virginia
MA = Massachusetts VI = Virgin Islands
MI = Michigan WA = Washington
MN = Minnesota WV = West Virginia
MS = Mississippi WI = Wisconsin
MO = Missouri WY = Wyoming
NA = Not Applicable
-- = Not Applicable
Note for foreign addresses,
EXCEPT Canada, Australia, England, and Israel:
If you enter either 'NA' or '--' for your state and '0' for zip, then
these two items are omitted in the label. Insert your foreign address
in the space for the city, where you have 40 characters. An example
would be:
CITY: The Netherlands
or
CITY: Tokyo, 150 Japan
===== Overview of placing country code into Comment1 =====
If, for example, you have a Canadian address label that requires you
enter 'Canada=' as per the instructions below. You do not have to type
in the phrase 'Canada=' every single time into Comment1. If you
anticipate that you will be using Canadian addresses frequently, then
you can create a default value for this phrase by going to the Main
Program Menu and select the Other Options Menu. Once there, select 'C)
Customize this system to your needs'. Once in the Custom Options
Menu, observe this option:
2) Default State, City, Area Code. Sex ID, Address2, Comments 1 & 2
After you select this option, you can enter this value as a default
into 'Comment1':
Comment1: Canada=
From that point on, all records you ADD to the client file will have
that phrase as a default value.
Upper\lower case conventions are irrelevant. These values are all
interpreted the same:
CANADA=v6a1a4
Canada=V6A1A4
CANada=V6A1a4
canADA=v6a1A4
===== Canadian addresses: =====
The Canadian Post Office requires that their 6 character 'Postal Code'
occupy one line by itself below the address, with a space between the
two sets of 3 characters. This program will accommodate this
requirement if you observe the following: insert either 'NA' or '--'
into state and '0' into zip, as per above. Place all of your address
information including the city but not the 'Postal Code' into the
Address1 and Address2 lines of your client record. Then place the
'Postal Code' by itself on the comment1 line in this format:
COMMENT1: CANADA=V6A1A4
This phraseology of 'Canada=' can occur anywhere in Comment1 and the
'Postal Code' should be entered WITHOUT any spaces. Once the program
detects that you have a Canadian address, it will apply a space in this
manner in the last line of the label:
V6A 1A4
Lets say that this is the address you want to place into the client
record:
Foster Technology
343 Railway
Vancouver, B.C. V6A 1A4
You would place this into the client record in this manner:
Company name: Foster Technology
Address1: 343 Railway
Address2: Vancouver, B.C.
Comment1: CANADA=V6A1A4
Note that you are inserting the city and province into address2 while
leaving 'City' blank. This is crucial because the program will place
the 'Postal Code' into the last line on the label normally reserved for
city.
===== Australian Addresses: =====
The Australian Post Office assigns a 4 digit 'Post Code'. This number
can appear after the state. Let's say that you had written down this
address:
Australian Tool and Die, Ltd.
1307 Botany Road
Mascon
New South Wales
2020
You would then enter that data into Architect's Helper [TM] in this manner:
Company name: Australian Tool and Die, Ltd.
Address1: 1307 Botany Road
City: Mascon N.S.W.
Comment1: AUS=2020
Once Architect's Helper [TM] detects that you have placed 'AUS='
anywhere into Comment1, the program will then take that 4 digit code
and place it at the end of the data entered into the 'City' line.
Where you entered 'Mascon N.S.W.', the program will print out on line 5
of the labels: 'Mascon N.S.W. 2020'.
Note that you could place the 'Postal Code' at the end of the 'City'
line, space permitting.
For another example of an Australian address, let's say that you had
written down this address on a piece of paper:
Minet Australia Ltd.
40th Level
100 Miller Street
North Sydney, New South Wales
2060
You would enter that address into Architect's Helper [TM] in this manner:
Company name: Minet Australia Ltd.
Address1: 40th Level
Address2: 100 Miller Street
City: North Sydney, NSW
Comment1: AUS=2060
Architect's Helper [TM] would then move the '2060' Post Code to the 5th
line of the mailing label, following 'North Sydney, NSW'.
Note that when you enter the Post Code into Comment1, make sure that no
spaces appear in 'AUS=2060'. The program knows that the Australian
Post Code is 4 digits long and will not incorporate into the mailing
label any additional characters or digits that follow your 4 digit Post
Code.
===== Israeli Addresses: =====
The Israeli postal system assigns a 5 digit Postal Code, which follows
the city on printed labels.
Let's say that you have this address written down:
Haim Factor
Jackson Factor Associates
P.O. Box 1304
Kiryat Tivon
36112
You would enter that data into Architect's Helper [TM] in this manner:
First name: Haim
Last name: Factor
Company name: Jackson Factor Associates
Address1: P.O. Box 1304
City: Kiryat Tivon
Comment1: IL=36112
When Architect's Helper [TM] sees 'IL=36112', the program knows that
this is a 5 digit Israeli Postal Code and will print it out on the
fifth line of the mailing label, following the city.
Observe that it doesn't matter where in Comment1 the 'IL=36112'
appears.
===== Great Britain: =====
The British postal codes can be of varying length. These, for example,
are all valid codes:
B26 3QN
WS7 8XT
BS2 0QE
CH1 4LS
LS11 0LW
TW14 0PH
You can insert the code in one of two places: either after the City or
in Comment1. If you use the Comment1 line, precede the code with
'UK=', then follow the code by '/' to signify to the program that the
code has no more characters. Specifically, to place 'LS11 0LW' in the
Comment1 line, enter: UK=LS11 0LW/
When Architect's Helper [TM] sees 'UK=LS11 0LW/', the program knows
that this is a British Postal Code and will print it out on the fifth
line of the mailing label, following the city.
Observe that it doesn't matter where in Comment1 the 'UK=LS11 0LW/'
appears.
Appendix F:
Time and Billing Stopwatch Subsystem
This menu driven feature has the ability to clock each activity and to
assign a cost or labor rate [up to 9 of them] to each record in the
Client File. It will give you a detailed financial analysis of every
timed activity.
Beyond merely accumulating time per activity, it can manipulate charges
in such a way as to reflect the way you do your business, with optional
minimums, maximums, or fixed fees. Finally, the program will create an
audit trail in every timed activity.
Note that when you turn this feature 'on' in the Install menu, a field
on the bottom right of the screen for the client record changes from:
Time of update :
to
Billing Class : 0
Observe that the default value of the Billing Class is '0', but that
you must place a value in there corresponding to the labor rates you
define: rates 1 - 9. When you turn 'off' the billing feature in the
Install Menu, the 'Billing Class' field in each client record reverts
back to its original 'Time of update' field.
Install menu, option C:
Turn on billing/stopwatch subsystem
Screen 2:
Method of Calculation for Stopwatch Charges, all activities
['billable time' is the elapsed time as determined by the stopwatch.]
Method 1 means all activity records are calculated at actual billable
time, with no minimum or maximum charges.
Method 2 is the actual billable time, subject to a mimimum charge but
with no maximum charge.
Method 3 is the same as method 2, but with a maximum charge per
activity.
Method 4 is the actual billable time, plus a fixed fee but not subject
to a maximum charge.
Method 5 is the same as method 4, but with a maximum charge per
activity.
Method 6 assumes the value you enter into the Activity record is an
expired
hour value, in decimal form, then multiplies it times the billing rate.
Screen 3:
Net Billable Charge Placement:
Screen 3 tells the program how you want the calculated net billable
charge to be entered into the activity record. If you say F(alse),
then the program will place the calculated charge and only the
calculated charge into the activity record. If you say T(rue), then
the program will add the calculated charges to any you enter into the
activity record.
Timer Validation:
This portion requires that you have a watch and participate in a 2
minute system clock verification test. Use a stop watch or a clock
with a visible second hand. This test is critical to the accuracy of
the billing module. If the computer clock is different from real time,
this module will ajust it accordingly.
Appendix G
Multiple Contacts within the same company:
As you become conversant with the program, you will see how little data
entry is required considering how much data management and reports the
program is providing. In order to do this, however, some simplifying
assumptions must be made in the way the program relates activities to
records in the Client File. To create accurate activity records, with
little data entry from you, the basic assumption is made that one and
only one company name exists for that company in the Client File. As
you enter a company name in the A)dd option in the Activity file, the
program will look for a partial match. If made, the process continues
as though you had typed in the complete name.
==== Method one to differentiate names in the Client file ====
One suggested way to differentiate company names is to place the name
of the addressee or person in brackets to the right of the company.
Let's say, for example, that you have these individuals to enter, all
of them for the same company.
COMPANY NAME First name Last name
GM John Doe
GM Susy Smith
GM Ed Zung
GM Bill Bowen
You could enter these as the company names for the four records:
Suggested COMPANY NAME First name Last name
GM [JD] John Doe
GM [SS] Susy Smith
GM [EZ] Ed Zung
GM [BB] Bill Bowen
The brackets to the right of 'GM' would allow the program to
differentiate the records, yet you would always know that 'John Doe' is
entered as 'GM [JD]' since his initials would follow the company name
by two spaces.
Once the label generator senses that you have entered these two
brackets two characters apart, it then strips out everything to the
right of the first bracket. Observe that this occurs only in the
labels menu and in this selection on the Main Program Menu:
B) Import or Output data
It doesn't matter where in the Company name the opposing brackets
appear, only that they are two characters apart.
==== Method two to differentiate names in the Client file ====
Another option exists within the program to accommodate duplicate
Company Names.
Remember that when you enter an individual name without a Company Name,
the program will create a Company Name consisting of 'first plus last'
name. Later, when you print labels, the label generator will look to
see if the Company Name is the same as 'first plus last' name and will
then skip the Company Name in the label, thereby freeing up one line of
the five line label.
To insert any company name of your choosing in this skipped line,
observe the following logic:
1) Enter a 'DUPL=' code into the comment line of the client file.
2) At the end of the duplicate name, place a '/'.
Each client record has two lines for comments. Note that you can place
the 'DUPL=' code into either line, in any place in that comment line.
Also observe that case convention is irrelevant. 'DUPL=' is that same
as 'dupl='.
Once the program senses that you have entered a 'DUPL=' code, that
entire name will be placed into the label in the line where the company
name would have gone before.
Observe that this duplicate company name logic will also work when you
are outputting data. Recalling the Main Program Menu, option B:
"B) Import or Output data"
Once you select 'B' on the Main Program Menu, you will then see the
'Import or Output Data Menu.' If you select options 2, 3, 4, or 5,
then the duplicate company name logic will work with these selections
as well.
==== Project management issues ====
Note on project management: If you are attempting to track many
persons at one site, working for one company and on one project, the
simplest way is to assign a unique number to the category for that
project and do not enter a company name what the program asks for one.
Remember that if the program detects that you have entered a first and
last name without a company name, it will automatically assign the
first name + last name to the company name. For example, if you enter
'John' and 'Doe' for first and last name and then omit the company
name, the program will create a company name of 'John Doe'.
If you track the projects by category number rather than by company
name, the program will then group together all records and reports by
project. See also Tutorial 6: 'Layer-in' concept.
Appendix I:
Base Station/Remote Site Consolidation Feature
See Main Program Menu, Option 9
Overview:
This feature gives you the ability to consolidate data from different
stations onto one master station. You can think of the individual stations
as 'Remote Sites' and the master as the 'Base Station'.
This feature was implemented because many users of this program have asked
for the ability to have a roving feature. One manager has many people
working for him in the field using this program on their individual laptop
portables. He asked if he could consolidate everyone's data onto his
desktop computer. With this Consolidation Feature, he now can.
Each Remote Site goes to the menu for Base Station/Remote Site
Consolidation. This menu has 5 selections:
1) Output records
[used from a Remote Site]
2) Input records
[used from the Base Station]
3) Change Start/Stop date of Consolidation
[used only with outputting records, Option 1]
4) View 'Log File' for Base Station
5) Category Consolidation Feature:
The Remote Site then selects the range of records that he/she wants
outputted to the consolidation disk. These are the dates that the records
for the Master File and Activity file were originally entered into the
system. With the ability to select out records by date of entry into the
system, you can make incremental consolidations, say every 2 or 4 weeks.
An unlimited number of Remote Sites can output their records onto their
individual consolidation disks. The Base Station, in turn, takes all of
consolidation disks and inputs them one at a time using option 2, Input
records. If the program detects that it is importing a duplicate record
into the Master File, it will stop, display the questionable duplicate
records to you, and then ask you for a decision: to overwrite the original
record with the newly imported one, or to abort the consolidation of that
one record into the file. All activity records from the consolidation
disks, of course, are added as is, without any validation.
The Base Station must have a hard disk, but the Remote Sites can have a
hard disk or be floppy-based. This feature can also be thought of as
providing the functionality of a Local Area Network without the bother and
uncertainty of being dependent on a network. Let's say that 4 data entry
people are using this program to take information over the phone. If their
supervisor wants access to the consolidated records of all 4 people, each
person could submit a weekly consolidation disk to the supervisor. The
supervisor, in turn, would have a fifth system that functioned as the Base
Station and contained only those records brought in using option 2, above.
==============
| OPTION 1: |
==============
"1) Output records"
'[used from a Remote Site]'
Choice of Data files to output:
In this option, you enter your choice of which files you wish to ouput as
the remote site.
Your choices are:
"1 = Client and Activity File"
"2 = Client File only"
"3 = Activity File only"
Additional criteria available for outputting Activity records:
By default, the program defines the date of the activity record as the
date of its creation, the date when it was first entered into the program.
You have an option here, however, of outputting activity records based on
the callback date, if any. This would be useful, for example, if you have
created activity records far in the past, with a current callback date.
Your are then asked this question:
--------------------------------------------------------------------------|
Do you wish to use the callback date as an additional |
criteria for outputting activity records?
|
'T' or 'Y' = True; 'F' or 'N' = False |
--------------------------------------------------------------------------|
If your answer yes to the above question, you are then prompted for these
dates:
-------------------------------------------------------------------------|
==== Definition of date range for Appointments ==== |
|
Input Screen for Beginning and Ending dates
Enter the first date of your outputting:
XX/XX/1991
Enter the last date of your outputting:
XX/XX/1991 |
|
--------------------------------------------------------------------------|
After having defined the date range for outputting those records, you then
have these choices in outputting Activity records:
1 = Output by dates of creation AND callbacks
2 = Output by dates of creation OR callbacks
3 = Output by dates of creation ONLY
4 = Output by dates of callbacks ONLY
==============
| OPTION 2: |
==============
"2) Input records"
'[used from the Base Station]'
Potential Conflict of Activity Records:
By default, the program does not attempt to display or correct a potential
conflict of incoming activity records. It assumes that if you have made
multiple activity records on one day for one client record, then you have
done so intentionally.
You have the option here, however, of the program alerting you to those
cases where an incoming activity record contains the same callback date and
company name as one already in the program.
If your exercise that option, the program will then display this message
when it observes contention in the incoming data with the existing activity
file:
--------------------------------------------------------------------------|
Similar Activity Record Found: |
|
At this screen, you will decide what to do with the similar activity record
that has been identified. You can overwrite the old one with the new or
leave the original one intact.
"You have 3 choices:
1 = Delete old activity, append new one.
2 = Keep old activity, append new one
3 = Keep old activity, ignore new one. |
|
--------------------------------------------------------------------------|
The activity records in question are displayed to you side by side so that
you can see what data is involved.
Regardless of whether you elect to use this 'Potential Conflict of Activity
Records' logic, the program will identify if any incoming client records
already exist in the Client file. If a duplicate entry is detected, the
following message is displayed to you:
--------------------------------------------------------------------------|
Duplicate Record Found: Client File |
|
At this screen, you will decide what to do with the
duplicate record that has been identified. You can
overwrite the old one with the new or leave the original one
intact. |
|
--------------------------------------------------------------------------|
As with the activity records the client records are then displayed to you
side by side so that you can read the data.
==============
| OPTION 3: |
==============
"3) Change Start/Stop date of Consolidation"
'[used only with outputting records, Option 1]'
Option 3 is to change the start or stop date of the summary. It defaults to
these dates:
START DATE :'01/01/1901'
STOP DATE :'12/12/2999'
This means that any summaries that you generate will be for a 1098 year
period. Let's say that you would like to examine activities for a two week
period, during which you were on the road visiting a client. In that case,
go to option 3 and enter the date on which the two week period began as the
START date, and the date on which the two week period ended as the END
date. Now your outputting will reflect just that two week period.
[Note: The date selection feature refers to when the records was
originally entered into the system.]
==============
| OPTION 4: |
==============
"4) View 'Log File' for Base Station"
Every time you use option 2 as the Base Station to import data, the program
keeps a log of each procedure, 'LOG.DBF', in this form:
--------------------------------------------------------------
Base Station Importing performed on 06/28/1989 |
Start Date: 01/01/1901 End Date: 12/12/2999 |
Category Selected: ALL |
Number of records imported from Client file: 5
Number of records imported from activity file: 178
Data imported for Ed Zung, salesman for the Bay area
Base Station Importing performed on 06/30/1989
Start Date: 01/01/1901 End Date: 12/12/2999
Category Selected: ALL
Number of records imported from Client file: 3 |
Number of records imported from activity file: 288 |
Data imported for Southern District salesman, Phil Smith |
--------------------------------------------------------------
When you import data as the base station, the program will create a six
line entry, starting with 'Base Station Importing...' and ending with your
comment. The program creates the first five lines automatically, while you
enter your comment for line six.
'LOG.DBF' is an ASCII file that you can manipulate externally with an
external word processor, if so desired.
==============
| OPTION 5: |
==============
Category Consolidation:
At this option, you can base your data outputting in selection 1 on either
a range of categories or a list of non-continuous individual categories.
For example, if you had selected a range, then you could combine all
records from categories 1 through 50. You can select any size range, from
a range of 50 to a range of 50,000 categories. If you had selected to
input a non-continuous list of categories, then you could enter up to 200
categories for consolidation, such as to combine categories 10, 11, 15, and
20. Note that this Category Consolidation logic is available in these
three locations in the program:
'Reports for Clients and Activities'
[Main Program Menu, Selection 3]
'Appointments Menu'
[Main Program Menu, Selection 7]
'Base Station/Remote Site Consolidation Menu'
[Main Program Menu, Selection 9]
Appendix J:
Import or Output Data:
Import:
Import a 12 or 13 field ASCII "comma delimited" file.
see options '8' or '9'
Output:
WordStar[TM]/MailMerge[TM]/WordPerfect[TM]/Microsoft [TM] Word 4.0
dBASE III [TM]/SBT [TM]/SourceMate [TM] Output
Basica/Output Sequential File
Overview:
Options 1 - 7
These options create either a WordStar/MailMerge[TM], WordPerfect[TM],
or dBASE III [TM] data file using the data from your Client/dBASE III
file. The newly created file ends in the letters: '.DAT', .DEF', '.SF'
or '.DBF'.
If used with Wordstar[TM], the .DAT file can be used to print form
letters in MailMerge[TM]. All character fields are trimmed of
trailing blanks to accommodate your form letters. Along with this
data file, the Wordstar option creates the beginning of your form
letter and puts it in a file ending in the 3 letters '.DEF' (containing
all the MailMerge[TM] commands you need at the start of a form letter).
If used with WordPerfect[TM], the .SF file is the 'Secondary File' that
WordPerfect uses for merge letters, where each field is delimited with
CONTROL-R, and each record is delimited with CONTROL-E.]
If used with dBASE III [TM], the '.DBF' file format is becoming a
standard data file format that many other programs are using for their
respective data import function.
When used with Microsoft [Reg. TM] Word 4.0, the '.DAT' file contains
the data or records that the Word 4.0 merge document requires.
These options will allow you to output the key fields in your client
file to an external text file that can, in turn, be used by a word
processor to create 'boilerplate' or form letters for you
automatically.
Based on your selection criteria, if any, the program will output these
fields:
Sex ID, First name, Greeting, Last name, Company Name, Address1/2
City, State, Zip, Zip4, Phone number, Comments
Appendix J: Continued
Instructions for use:
Observe the Main Program Menu, option 'B':
------------------------------------------------------------------------
--------------- Client and Activity Tracking System -------------------- |
ACS |
--------------- --------------------- ----------------
| 01/23/1988 | | Please Choose one | | 11:59:34 AM |
--------------- --------------------- ----------------
Main Program Menu for Saturday, January 23, 1988
-- Records: --
[ 22 ] 1) Client File and Mailing Labels
[ 24 ] 2) Activities File and Proposals/Invoices
3) Reports for Clients and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Quick Stats [TM]
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Import or Output Data
X) Exit System
|
Category Selected [defaults to ALL]: ALL |
|
-------------------------------------------------------------------------
Once you select option B, you will see this screen:
------------------------------------------------------------------------
--------------- Client and Activity Tracking System -------------------- |
Import or Output Data Menu |
=================== |
----------------------------------------------------------
| Saturday, January 23, 1988 |
|--------------------------------------------------------|
| 1) Select output criteria for merge file |
| [no criteria selected] |
| 2) Output records to Wordstar/Mailmerge[TM] |
| 3) Output records to WordPerfect[TM] |
| 4) Output records to dBASE III [TM] |
| 5) Output records to Microsoft [TM] Word 4.0 |
| 6) Output to SBT [TM] Customer file |
| 7) Output to SourceMate [TM] Customer file |
| 8) Import Data from ASCII file [12 field] |
| 9) Import Data from ASCII file [13 field] |
| R) Return to prior menu |
| | |
---------------------------------------------------------- |
|
-------------------------------------------------------------------------
Appendix J: Continued
==============
| OPTION 1: |
==============
Selection Process:
At option 1, you can input up to 7 search criteria as the basis for
your word processor merge file:
Last Name, First Name, Company, City, State, Zip,
and Comments.
You can select whether you want only those records to be selected that
have all of criteria in every record or select out records regardless of
the number of matches made per record, as long as at least one match is
made in any one record that is selected.
True [or T] means all matches have to be made in any one record for it to
be selected. False [or F] means that as long as one match is record it
will be selected.
Search Criteria Selection:
Option 1:
You can enter any word, phrase, or code on which to base your selection.
If left blank, all records will be selected out. If you make an entry
here, the program will search through the client file and select out
only those records that meet your search criteria.
[Note that you can have up to 7 different codes or phrases entered here and
all records will be pulled which have any one of them or any combination
of them]
==============
| OPTION 2: |
==============
2) Output records to Wordstar/Mailmerge[TM]
[outputs into a 12 field, comma delimited file]
fields outputted:
SEX, FNAME, GREETING, LNAME, PROSPECT, ADDRESS1,
ADDRESS2, CITY, STATE, ZIP, ZIP4, PHONE-1
This option is used to get data from the Client file and output it to a
file that can be used by WordStar/MailMerge[TM]. This file can also be
used by BASIC and other languages and products. In short, any product that
accepts "comma delimited" files for input may accept the file created by
this option.
From the WordStar option, you will create two files. The first file name
ends in .DEF and is a file that can be turned into a form letter just by
calling it up in WordStar and matching it to your form letter. It already
contains all of the commands needed by WordStar to read the Client/dBASE
III data file (.DAT).
The other file is the .DAT file, which contains all data that you want to
read into WordStar. It is formatted sequential file, with all fields in
quotes and separated by commas.
==============
| OPTION 3: |
==============
3) Output records to WordPerfect[TM]
[outputs into a 14 field, CONTROL-R delimited file]
fields outputted:
SEX,FNAME,GREETING,LNAME,PROSPECT,ADDRESS1,ADDRESS2,CITY,STATE
ZIP,ZIP4,PHONE-1,COMMENT1,COMMENT2
The .SF file is the 'Secondary File' that WordPerfect uses for merge
letters, where each field is delimited with CONTROL-R, and each record is
delimited with CONTROL-E.]
Be sure to retrieve the 'Secondary File' into WordPerfect, at which time
WordPerfect will insert its printer codes. Then, while inside WordPerfect,
save the file under that same name. At this point, the 'Secondary File'
will be usable for purposes of mail merging.
[Similar to option B]
==============
| OPTION 4: |
==============
4) Output records to dBASE III [Registered TM]
With option 4, the '.DBF' file format is becoming a standard data file
format that many other programs are using for their respective data import
function.
Once you assign a name to the dBASE III [TM] file you are outputting, the
structure of that file is:
Field Field Name Type Width Dec
1 SEX Character 19
2 FNAME Character 20
3 GREETING Character 20
4 LNAME Character 20
5 PROSPECT Character 40
6 ADDRESS1 Character 30
7 ADDRESS2 Character 30
8 CITY Character 30
9 STATE Character 2
10 ZIP Numeric 5 < numeric representation of Zip codes
11 ZIP4 Numeric 4 < numeric representation of Zip+4 codes
12 ZIP_CH Character 5 < character representation of Zip codes
13 ZIP4_CH Character 4 < character representation of Zip+4 codes
14 PHONE_1 Character 13
15 COMMENT1 Character 60
16 COMMENT2 Character 60
17 CATEGORY Numeric 8
18 PRIORITY Numeric 4
19 REFERBY Character 30 * Total ** 405
The numeric zip code fields drop leading zeros, while the character ones
add them back.
Appendix J:
Continued
==============
| OPTION 5: |
==============
5) Output records to Microsoft [TM] Word 4.0
[outputs into a 12 field, comma delimited file]
fields outputted:
SEX, FNAME, GREETING, LNAME, PROSPECT, ADDRESS1,
ADDRESS2, CITY, STATE, ZIP, ZIP4, PHONE1
This option is used to get data from the Client file and output it to a
data file that can be used by the merge feature in Word 4.0..
Your Word 4.0 letter will contain merge variables of the form:
<<SEX>>
<<FNAME>>
<<GREETING>>
<<LNAME>>
<<PROSPECT>>
and so on. These merge variables are identified in the '.DEF' or header
file created by Architect's Helper [TM]. These symbols, "<<" and ">>", are formed
by holding down the <ALT> key and typing 174 or 175.
At the top of your Word 4.0 letter, you will have this command (if you
select 'TEST' as the file name for outputting your data in option 5):
<<DATA TEST.DEF, TEST.DAT>>
This tells Word 4.0 to look into TEST.DEF for the header or identification
of fields used; and to pull in TEST.DAT for the data.
TEST.DAT is a 'comma delimited, ASCII file'. It contains all data that you
want to read into Word 4.0. It is formatted sequential file, with all
fields in quotes and separated by commas.
==============
| OPTION 6: |
==============
SBT [TM] Customer File Menu
Overview:
This option will create records in the SBT [TM] Customer File format
and then append them to the SBT [TM] Customer file in the \SBT drive
and subdirectory of your choice.
Optionally, you can a select additional selection criteria specific to
SBT [TM].
Once the new records from this program are appended into the SBT [TM]
Customer file, you must reindex those files within SBT [TM]. To do
this, bring up the Main Menu of dInvoice/dStatements [TM] III, v.6.20,
select option U: Utility Menu. At the Utility Menu, select option 1:
Reindex All Files.
Once you select option 1, you will observe:
1) Output to Customer File
[dInvoice/dStatements III v.6.20]
Fields created automatically in SBT [TM] file during conversion:
with fields from which data is drawn in PROSPECT.DBF
Structure of ARCUST.DBF
Structure for database: ARCUST Corresponding fields in PROSPECT.DBF:
Field Field Name Type Width Dec
1 CUSTNO Character 6 <==== created from PROSPECT field
2 COMPANY Character 35 <==== from PROSPECT field
3 CONTACT Character 20 <==== from FNAME + LNAME field
4 TITLE Character 20
5 ADDRESS1 Character 30 <==== from ADDRESS1 field
6 ADDRESS2 Character 30 <==== from ADDRESS2 field
7 CITY Character 20 <==== from CITY field
8 STATE Character 10 <==== from STATE field
9 ZIP Character 10 <==== from ZIP field
10 COUNTRY Character 15
11 PHONE Character 20 <==== from PHONE_1 field
12 TERR Character 2
13 INDUST Character 5
14 SALESMN Character 2
15 SOURCE Character 5
16 CODE Character 2
17 TYPE Character 8
18 PTERMS Character 20
19 PDISC Numeric 7 3
20 PDAYS Numeric 3
21 PNET Numeric 3
22 SVC Numeric 7 3
23 TAX Numeric 7 3
24 DISC Numeric 7 3
25 LDATE Character 8
26 LASTPAY Character 8
27 ENTERED Character 8
28 LIMIT Numeric 7
29 BALANCE Numeric 12 2
30 PTDSLS Numeric 12 2
31 YTDSLS Numeric 12 2
32 ONORDER Numeric 12 2
33 CREDIT Numeric 12 2
34 LPYMT Numeric 12 2
35 LSALE Numeric 12 2
36 GLLINK Character 3
37 COMMENT Character 65 <==== from COMMENT1 + COMMENT2 field
38 HISTORY Character 1
39 PRICECODE Character 1
40 TAXCODE Character 1
41 CURRENCY Character 3
42 FLAGS Character 10
43 CSTNUM1 Numeric 9
44 CSTNUM2 Numeric 9
45 SIGNATURE Numeric 2
** Total ** 514
Logic behind creation of CUSTNO field in SBT [TM] file:
two step process
The program first looks to see if you have entered this phrase into
either COMMENT1 or COMMENT2: "CUSTNO='. If this code is present, then
the six characters following "CUSTNO=" are placed into the
corresponding SBT [TM] record.
Secondly, the program will create a four character code in CUSTNO that
adheres to the following logic:
1) The fourth character will be a '1'
2) The first three characters will be taken from the first letter of
each name from the company name or PROSPECT field.
3) The following articles are dropped from the company name during
step 2:
A AN IN OR & THE OF FOR WITH
4) If the resulting words in the company name number less than 3, then
the remaining characters are taken as needed from the last complete
word in the company name.
Examples:
[taken from test data]
CUSTNO Company name:
ATS1 Accounting & Tax Service
ADD1 Addmaster/Marchant
FDS1 Fourcolor Data Systems
LLE1 Lolir Lectronics
MDC1 Micro Distribution Center
NAI1 North American Investment Corp.
PBO1 P.O. BOX
REV1 Rex Evilsizor
SEL1 Sabet Electronics
TCP1 Texas Commerce Plumbing
After you select option 2, you will see:
2) Additional selection criteria specific to SBT [TM]:
At this menu, you can enter values which will be placed in all records
now being outputted to the SBT [TM] customer file. These are fields
over and beyond the minimal fields being created in each SBT [TM]
customer record.
These optional fields are:
TERR GLLINK
INDUST HISTORY
SALESMN PRICECOD
SOURCE TAXCODE
CODE CURRENCY
TYPE FLAGS
PTERMS LIMIT
==============
| OPTION 7: |
==============
SourceMate [TM] Customer File Menu
Overview:
This option will create records in the SourceMate [TM] Customer File
format and then append them to the SourceMate [TM] Customer file in the
\SOURCE subdirectory and drive of your choice.
Optionally, you can a select additional selection criteria specific to
SourceMate [TM].
Once the new records from this program are appended into the SourceMate
[TM] Customer file, you must reindex those files within SourceMate
[TM]. To do this, bring up the Main Menu of Accounts Receivable,
version 2.0.
In Accounts Receivable, press 'F8' to go to Miscellaneous. Once in
the Miscellaneous options, chose #3 to 'Recover Index Files.' After
that, select option 6 to reindex the customer file.
Once you select option 1, you will see:
1) Output to Customer File
Fields created automatically in SourceMate [TM] file during conversion:
with fields from which data is drawn in PROSPECT.DBF
Structure of ARCUS.DBF
Structure for database: ARCUS Corresponding fields in PROSPECT.DBF:
Structure for database: ARCUS.dbf
Number of data records: 0
Date of last update : 03/06/89
Field Field Name Type Width Dec
1 FCUSTNO Character 10 <==== created from PROSPECT field
2 FCOMPANY Character 35 <==== from PROSPECT field
3 FADDR1 Character 35 <==== from ADDRESS1 field
4 FADDR2 Character 35 <==== from ADDRESS2 field
5 FCITY Character 20 <==== from CITY field
6 FSTATE Character 15 <==== from STATE field
7 FZIP Character 10 <==== from ZIP field
* 8 FSADDR1 Character 35
* 9 FSADDR2 Character 35
* 10 FSCITY Character 20
* 11 FSSTATE Character 15
* 12 FSZIP Character 10
13 FCONTACT Character 30 <==== from FNAME + LNAME
14 FTITLE Character 10
15 FPHONE Character 17 <==== from PHONE_1 field
16 FPHONE2 Character 17
17 FTERM Character 12
18 FARACC Character 14
19 FCCLASS Character 1
20 FSALESPN Character 5
21 FTERR Character 2
22 FINDUSTRY Character 2
23 FTAXCODE1 Character 2
24 FTAXCODE2 Character 2
25 FPAYTYPE Character 1
26 FPRICECD Numeric 2
27 FDISRATE Numeric 5 2
28 FTAXRATE1 Numeric 6 3
29 FTAXRATE2 Numeric 6 3
30 FCRLIMIT Numeric 14 2
31 FOPENCR Numeric 14 2
32 FBAL Numeric 14 2
33 FCURORDER Numeric 14 2
34 FATDSAMT Numeric 14 2
35 FYTDSAMT Numeric 14 2
36 FMTDSAMT Numeric 14 2
37 FQTDSAMT1 Numeric 14 2
38 FQTDSAMT2 Numeric 14 2
39 FLPAMT Numeric 14 2
40 FLPDATE Date 8
41 FNEWDATE Date 8
42 FACTIVE Logical 1
43 FDISCNT Logical 1
44 FFINCHG Logical 1
45 FMSHIP Logical 1
46 FLOCKED Logical 1
47 FRESALENO Character 16
48 FVSNO Character 22
49 FVSNAME Character 30
50 FVSEXPDATE Character 5
51 FMCNO Character 22
52 FMCNAME Character 30
53 FMCEXPDATE Character 5
54 FAENO Character 22
55 FAENAME Character 30
56 FAEEXPDATE Character 5
57 FCCNO Character 22
58 FCCNAME Character 30
59 FCCEXPDATE Character 5
** Total ** 815
* Note that all 'Ship to' and 'Bill to' addresses are assumed to be the
same.
Logic behind creation of FCUSTNO field in SourceMate [TM] file:
two step process
The program first looks to see if you have entered this phrase into
either COMMENT1 or COMMENT2: "CUSTNO='. If this code is present, then
the ten characters following "CUSTNO=" are placed into the
corresponding SourceMate [TM] record.
Secondly, the program will create a four character code in FCUSTNO that
adheres to the following logic:
1) The fourth character will be a '1'
2) The first three characters will be taken from the first letter of
each name from the company name or PROSPECT field.
3) The following articles are dropped from the company name during
step 2:
A AN IN OR & THE OF FOR WITH
4) If the resulting words in the company name number less than 3, then the
remaining characters are taken as needed from the last complete word in the
company name.
Examples:
[taken from test data]
FCUSTNO Company name:
ATS1 Accounting & Tax Service
ADD1 Addmaster/Marchant
FDS1 Fourcolor Data Systems
LLE1 Lolir Lectronics
MDC1 Micro Distribution Center
NAI1 North American Investment Corp.
PBO1 P.O. BOX
REV1 Rex Evilsizor
SEL1 Sabet Electronics
TCP1 Texas Commerce Plumbing
Once you select option 2 you will see:
2) Additional selection criteria specific to SourceMate [TM]:
At this menu, you can enter values which will be placed in all records
now being outputted to the SourceMate [TM] customer file. These are
fields over and beyond the minimal fields being created in each
SourceMate [TM] customer record.
These optional fields are:
FTERM FPAYTYPE
FARACC FDISRATE
FCCLASS FTAXRATE1
FSALESPN FTAXRATE2
FTERR FCRLIMIT
FINDUSTRY FCURORDER
FTAXCODE1 FDISCNT
FTAXCODE2 FFINCHG
==============
| OPTION 8: |
==============
Import data from ASCII file:
Create an ASCII "comma delimited" file with these 12 fields:
First name <== up to 20 characters
Last name <== up to 20 characters
Company name <== up to 40 characters
Address 1 <== up to 30 characters, first line of address
Address 2 <== up to 30 characters, 2nd line, if any, such as
'Suite 214'
City <== up to 30 characters
State <== two character state, if U.S.A.; else leave blank
Zip <== U.S.A. Zip code, 5 characters
Zip4 <== U.S.A. Supplemental Zip code, 4 characters
Phone <== 13 character, if .U.S.A. or Canada. Must be
in this form: (214)690-6017
Observe character 1 is '(', 5 is ')', and 9 is '-'
Comment1 <== any comment, up to 60 characters
Sex ID <== if used, such as 'Dr.', 'Captain', or 'Reverend'
Option 8 will import from an ASCII file named: 'AIMPORT.TXT'. Make
sure that your file has that name.
Observe below one record in the ASCII "comma delimited" format:
"John D.","Cauble, Jr.","Accounting & Tax Service","11056 Shady Trail",
"Suite 101","Dallas","TX","75229","0234","(214)357-5454","SIC=4303",""
Observe that "Suite 101" would normally follow after "11056 Shady
Trail" on one continuous line. Here the record is broken into two
lines only for purposes of showing you how it looks.
==============
| OPTION 9: |
==============
Import data from ASCII file:
Create an ASCII "comma delimited" file with these 13 fields:
First name <== up to 20 characters
Last name <== up to 20 characters
Company name <== up to 40 characters
Address 1 <== up to 30 characters, first line of address
Address 2 <== up to 30 characters, 2nd line, if any, such as
'Suite 214'
City <== up to 30 characters
State <== two character state, if U.S.A.; else leave blank
Zip <== U.S.A. Zip code, 5 characters
Zip4 <== U.S.A. Supplemental Zip code, 4 characters
Phone <== 13 character, if .U.S.A. or Canada. Must be
in this form: (214)690-6017
Observe character 1 is '(', 5 is ')', and 9 is '-'
Comment1 <== any comment, up to 60 characters
Sex ID <== if used, such as 'Dr.', 'Captain', or 'Reverend'
Revenue/Expense<== Any value entered here will cause a corresponding
first record in the Activity file to be created.
Option 9 will import from an ASCII file named: 'AIMPORT.TXT'. Make
sure that your file has that name.
Observe below one record in the ASCII "comma delimited" format:
"John D.","Cauble, Jr.","Accounting & Tax Service","11056 Shady Trail",
"Suite 101","Dallas","TX","75229","0234","(214)357-5454",
"SIC=4303","Mr.","5412.43"
Observe that "Suite 101" would normally follow after "11056 Shady
Trail" on one continuous line. Here the record is broken into two
lines only for purposes of showing you how it looks. You are not
required to enter a value for the Revenue/Expense field. If you do,
then the program will create a corresponding record in the activity
file.
One application of this would be if you are bringing in records from an
Accounts Receivable file, with an amount owed for each debtor.
==============
| OPTION A: |
==============
"A) Select date range [works with #2,3,4, and 5 only]"
Option A is to change the start or stop date on the options to Import
or Output Data. It defaults to these dates:
START DATE :'01/01/1901'
STOP DATE :'12/12/2999'
Note that this date range selection will work only with selections #2,
3, 4, and 5 on this menu.
==============
| OPTION B: |
==============
B) Output records to WordPerfect[TM]
[outputs into a 17 field, CONTROL-R delimited file]
fields outputted:
SEX,FNAME,GREETING,LNAME,PROSPECT,ADDRESS1,ADDRESS2,CITY,STATE
ZIP,ZIP4,PHONE-1,COMMENT1,COMMENT2,CATEGORY,PRIORITY,REFERBY
The .SF file is the 'Secondary File' that WordPerfect uses for merge
letters, where each field is delimited with CONTROL-R, and each record
is delimited with CONTROL-E.]
Be sure to retrieve the 'Secondary File' into WordPerfect, at which
time WordPerfect will insert its printer codes. Then, while inside
WordPerfect, save the file under that same name. At this point, the
'Secondary File' will be usable for purposes of mail merging.
[Similar to option 3]
==============
| OPTION C: |
==============
Import data from ASCII file:
Create an ASCII "comma delimited" file with these 24 fields:
[Bring data into Client Detail File]
First name <== up to 20 characters
Last name <== up to 20 characters
Company name <== up to 40 characters
Address 1 <== up to 30 characters, first line of address
Address 2 <== up to 30 characters, 2nd line, if any, such as
'Suite 214'
City <== up to 30 characters
State <== two character state, if U.S.A.; else leave blank
Zip <== U.S.A. Zip code, 5 characters
Zip4 <== U.S.A. Supplemental Zip code, 4 characters
Phone <== 13 character, if .U.S.A. or Canada. Must be
in this form: (214)690-6017
Observe character 1 is '(', 5 is ')', and 9 is '-'
Comment1 <== any comment, up to 60 characters
Sex ID <== if used, such as 'Dr.', 'Captain', or 'Reverend'
Detail 1 <== up to 20 characters, placed into Client Detail File,
field one.
Detail 2 <== up to 20 characters
Detail 3 <== up to 20 characters
Detail 4 <== up to 20 characters
Detail 5 <== up to 20 characters
Detail 6 <== up to 20 characters
Detail 7 <== up to 20 characters
Detail 8 <== up to 20 characters
Detail 9 <== up to 20 characters
Detail 10 <== up to 20 characters
Detail 11 <== up to 20 characters
Detail 12 <== up to 20 characters
Option C will import from an ASCII file named: 'AIMPORT.TXT'. Make
sure that your file has that name.
Observe below one record in the ASCII "comma delimited" format:
"Alyce","Fisher","P.O. BOX","2116 E. Arapaho","P.O. Box 3823","Richardson",
"TX","75081","0433","(214)783-8581",
"they currently have an 8bit system, written in compiled",
"Mr.","DET1","DET2","DET3","DET4","DET5","DET6","DET7","DET8",
"DET9","DET10","DET11","DET12"
Observe that this record would normally be on one continuous line, but is
here broken into five lines only for purposes of showing you how it looks.
==============
| OPTION D: |
==============
D) Output records to WordPerfect[TM]
[outputs into a 19 field, CONTROL-R delimited file]
fields outputted:
SEX,FNAME,GREETING,LNAME,PROSPECT,ADDRESS1,ADDRESS2,CITY,STATE
ZIP,ZIP4,PHONE-1,COMMENT1,COMMENT2,CATEGORY,PRIORITY,REFERBY
DATE,AMOUNT
The .SF file is the 'Secondary File' that WordPerfect uses for merge
letters, where each field is delimited with CONTROL-R, and each record is
delimited with CONTROL-E.]
Be sure to retrieve the 'Secondary File' into WordPerfect, at which time
WordPerfect will insert its printer codes. Then, while inside WordPerfect,
save the file under that same name. At this point, the 'Secondary File'
will be usable for purposes of mail merging.
'DATE' is the date of original entry into the program. 'AMOUNT' is the
revenue/expense item.
[Similar to option 3]
==============
| OPTION E: |
==============
"E) Dun's [TM] ASCII import"
Dun's Marketing Services [TM] offers an outstanding database inquiry
service for sales and marketing professionals called Dun's Direct Access
[TM]. For more information on their offerings, please call:
Dun's Marketing Services
Three Sylvan Way
Parsippany, NJ 07054 -3896
(800)624-5669
(201)605-6424
Within their system, Dun's [TM] offers an 'ASCII Fixed Field' output
option. For every record you request, Dun's [TM] will output 203
characters or columns into a 'TXT' file.
Once option E identifies the presence of 'DUNS.TXT', then this program will
import all of its fields correctly.
Dun's [TM] outputs its fields in this form:
Field Field Name Type Width Columns
1 FNAME Character 13 1 - 13
2 LNAME Character 15 14 - 28
3 PROSPECT Character 30 29 - 58
4 ADDRESS1 Character 25 59 - 83
5 ADDRESS2 Character 25 84 - 108
6 CITY Character 20 109 - 128
7 STATE Character 2 129 - 130
8 ZIP Character 5 131 - 135
9 ZIP 4 Character 4 136 - 139
10 MISC Character 4 140 - 143
11 PHONE Character 10 144 - 153
12 BUSINESS Character 19 154 - 172
13 MISC1 Character 1 173 - 173
14 TITLE Character 30 174 - 203
Note that ADDRESS2, if used, is their representation of a mailing address.
This information is moved into the incoming comment field since it is
incomplete as outputted in their 'TXT' file. The zip code that accompanies
their ADDRESS2 is retained internally in the Dun's Direct Access [TM]
system and displayed during their queries, but is not outputted in their
ASCII format.
The fields labels 'MISC' and 'MISC1' are occupied by Dun's Direct Access
[TM]-specific information, but are ignored when option E imports the data.
To see an actual example of their data, observe 'SAMPLDUN.TXT' in this
subdirectory. As you exit this program, please invoke:
LIST SAMPLDUN.TXT <============= You enter this
===== Logic of "ATTN:" =====
When option E senses a value in the TITLE field, it attempts to place a
value into Address 2 of the incoming record, applying this logic:
1) If between 1 and 24 characters, the entire TITLE is placed
into Address 2 in this form:
ATTN:President
2) If between 25 and 28 characters, it places this text into
Address 2:
[Directory of Student Svcs]
3) If greater than 28 characters, this phrase appears in Comment
1:
Title=Directory of Corporate Planning
Dun's [TM] and Dun's Direct Access [TM] are trademarks of The Dun &
Bradstreet Corporation. All sample data contained in 'SAMPLDUN.TXT' is
property of The Dun & Bradstreet Corporation.
Appendix K-I:
Overview of Memo Options: Client file
Every client record has its own word processor!
This exciting new feature allows you to create a second screen behind
any individual client record with free-form text of up to 15,000
characters PER CLIENT, given a 640K system memory.
In this second screen, you can scroll up and down and enter text as
though you were in a word processor.
Indeed, you can think of this second screen as your own word processor,
embedded behind each client record. In addition to entering text, you
can also import external text files, such as contracts or formal bids,
into the relevant record associated with that text. In this way, you
can browse through the contract for a client six months after the fact
and long after you have forgotten what the content was. If you wish to
export the memo to an external text file, you can do that too.
The memo option presents itself in one of two ways. When you are in
the Add option for the client file, the program asks you after you have
finished entering all data into the first screen if you wish to create
a memo. If you elect to do so, then the program will go into the Memo
Options Menu. If you are in the Get option for the client file, you
will see this option on the lower left: "F4 Memo Option". Upon
selecting that, you will be presented with a comprehensive menu
entitled "Memo Option Menu". Each client record has his or her own
memo menu.
It contains these options [the client name appears on top after "Custom
Memo"]:
===Custom Memo for Accounting & Tax Service==
Memo Options Menu
===============
==========================================================
| Tuesday, September 22, 1987 |
----------------------------------------------------------
| 1) Edit the existing memo or create a new one |
| 2) Output the memo to a text file |
| 3) Input a text file into this memo |
| [overwrite existing memo] |
| 4) Input an external text file into this memo |
| [append to existing memo] |
| 5) Set Left and Right Margins: |
| 5 75 |
| 6) Toggle Edit Screen Code Help [Now On ] |
| 7) Print options [Printit v3.5 [TM]] |
| 8) Create Quick Memo [TM] |
| |
| R) Return to Client record |
==========================================================
[Current character length of this memo = 0]
This menu will tell you at a glance the number of characters in the
memo, the current margins, and today's date. You can input an existing
text file into the memo with options 3 or 4. As your memo begins to
grow and accumulate different items, you can output it to an external
text file using option 2.
Option 1 puts you into the edit mode. In this option you are presented
with a full screen word processor with the following message on the
bottom of the screen:
-----------------------------------------------------------------------------
Edit Screen Codes:
Up arrow = move up 1 line, Down arrow = move down 1 line, Left Arrow = move
left 1 character, Right arrow = move right 1 word, HOME = start of current
line, END = end of current line, [CONTROL] HOME= start of memo, [CONTROL]
END = end of memo, PgUp = Next edit window up, PgDn = Next edit window down,
[CONTROL] W = Finished editing and save, ESC = abort editing.
Use [INS] key for inserting text, [DEL] to delete, [CONTROL] B to reformat
-----------------------------------------------------------------------------
This message gives you the codes that you can use in the full screen
word processor. Immediately above these codes you will observe your
cursor. You can type as long as you wish, just as in any other word
processor. When finished entering text, you can save it by entering
[CONTROL] W, as per the instructions.
After you become conversant with the codes, you can replace the six
lines of the above instructions with this one line:
--------------------------------------------------------------
Edit Screen Codes: [CONTROL] W to save, ESC to abort
--------------------------------------------------------------
To toggle back and forth between these 2 different Screen Code help
screens, enter option 6 on the Memo Options Menu.
6) Toggle Edit Screen Code Help [Now Off]
Note also that you can access each client's memo from the activity
file. When you are either Adding or Getting an activity record, you
will observe 'F4' is displayed to you for 'Memo' options. Remember
that multiple activity records for any one client all have the SAME
memo in the client file.
Appendix K-II:
Memo Options: Activity File
Each client record has one Client memo associated with it. Each
activity record now has one Activity memo also.
Why two sets of memos? Prior to version 2.645, this program had only
client memos, not any activity memos. All activity records shared one
common client memo and could access that one memo from any activity
record created in the future. Let's say, for example, you established
a client record for "XYZ Corporation" and then imported a 10,000
character proposal into the client memo for "XYZ Corporation". Later
on, as you created many activity records for "XYZ Corporation", you
could view the large proposal that you had originally imported into the
client memo from ANY activity that you had created for "XYZ
Corporation".
Conceptually, it made sense for ALL activities to share the SAME memo
in the Client file. However, the emergence of a new feature, Quick
Memo [TM], mandated that each activity record have its own memo also.
See Appendix K-III for an explanation of Quick Memo [TM].
Memo options accessible from the Activity File:
From the Activity File you can access two memos for any one activity
record: the ONE client memo that all activities for one company share
together; and the UNIQUE activity memo that each activity record has,
regardless of how many activities any one company has.
----- Activity File: Add option -----
Every time you add a record in the Add option, you will see these
options available to you on the bottom of the screen:
-----------------------------------------------------------------------
Enter "1" to ignore this entry; enter F2 for Activity Memo |
F3 for Quick Label [TM] |
F4 for Client Memo, F7 for proposal\invoice, any other key to continue |
-------------------------------------------------------------------------
If you enter 'F2', you will branch to the unique memo for this
activity. If you enter 'F4', you will branch to the Client Memo that
ALL activities for this company share in common. The Memo Options Menu
looks that same for both. If you look close, after you enter 'F2', you
will see this on the bottom of the Memo Options Menu:
R) Return to Activity record
If you enter 'F4', you will see this Return statement on the bottom of
the Memo Options Menu:
R) Return to Client record
If you are not sure whether you are in the Client or Activity memo,
the Return statement on the bottom of the Memo Options Menu will tell
you.
----- Activity File: Get option -----
Your access to memos at the Add option is similar to the Get screen.
Once you enter the Get option from the Activity File, you will see
these commands on the bottom of your screen:
------------------------------------------------------------------------
ENTER N FOR NEXT, P FOR PREVIOUS F2 Activity Memo |
RETURN Exit S FOR SEARCH, M FOR MORE COMMANDS F4 Client Memo |
F3 Quick Label [TM] F7 Proposal/Inv F8 DIAL PHONE F9 HANG UP PHONE |
------------------------------------------------------------------------
Again, as in the activity Add option, entering 'F2' will take you to
the memo unique to this activity, while selecting 'F4' will bring up
the one Client memo common to all activities for this company.
Appendix K-III:
Quick Memo [TM]
Automatic generation of memo 'Templates'
Quick Memo [TM] will create a customized 'template', a letter that has
80% of the text already filled in for you!
Quick Memo [TM] is a powerful word processor type feature that will
save you time if you need to send out short messages, say 1 to 4
sentences per person, but don't have the time to enter all of the other
data that this type of correspondence requires.
Quick Memo [TM] can be used in the Client file, but its real
application is in creating multiple activity memos.
Referring again to the Memo Option Menu below:
===Custom Memo for Accounting & Tax Service==
Memo Options Menu
===============
==========================================================
| Tuesday, September 22, 1987 |
----------------------------------------------------------
| 1) Edit the existing memo or create a new one |
| 2) Output the memo to a text file |
| 3) Input a text file into this memo |
| [overwrite existing memo] |
| 4) Input an external text file into this memo |
| [append to existing memo] |
| 5) Set Left and Right Margins: |
| 5 75 |
| 6) Toggle Edit Screen Code Help [Now On ] |
| 7) Print options [Printit v3.5 [TM]] |
| 8) Create Quick Memo [TM] |
| 9) Create Quick Label [TM] |
| R) Return to Activity record |
==========================================================
[Current character length of this memo = 0]
Once you select option 8, Quick Memo [TM] will check first to see if
you have given some general definitions about you and your company.
If not, then Quick Memo [TM] will ask you for your company name,
address, and so on. These same items are used in the Proposal/Invoice
generator and Statements section, and can be defined or redefined
there.
In any case, after you have selected option 8, Quick Memo [TM] will
create a 'Template' for you as though you had gone to option 1 and
typed it in.
The 'Template' contains these four sections:
Information about your company, centered
The date of the 'template', expanded
The addressee data, leftmost justified
Filing instructions, on the bottom line of the 'template'
Once Quick Memo [TM] has created the 'template' you can add your
specific lines of text by entering option 1,
1) Edit the existing memo or create a new one
As you scroll through the memo, you will observe that Quick Memo [TM]
has typed in most of the information that you need, except for the
body of the letter or memo. Once you have typed that in yourself, you
would save it with CONTROL-W, and then print it out with option 7:
7) Print options [Printit v3.5 [TM]]
An example of one 'template' appears on the next page:
----- example of 'Template' memo -----
[your company is on the top, centered]
Steve's Television Repair Service
21211 Elm Street
Suite 322
Los Angeles, CA 95322
(214)855-6778
Tuesday, April 26, 1988
ACCOUNTING & TAX SERVICE
Mr. John Cauble, Jr.
11056 Shady Trail
Suite 101
Dallas, TX 75229
Dear John:
cc: Architect's Helper [TM] file
[04/26/1988, 7:21:30 PM]
Appendix K-IV:
Establish system-wide values for Quick Memo [TM]
Overview:
The first time through Quick Memo [TM], the program will ask you for
information about your company and for your preferences on five options
within Quick Memo [TM].
This information about your company is then centered on the top of each
copy of Quick Memo [TM]. The five preferences or 'switches' that
determine the appearance of Quick Memo [TM] are:
==============
| OPTION 1: |
==============
Choice of Salutation in Quick Memo [TM]
Let's say the person's name is JOHN DOE.
Your choices are:
1 = 'Dear John:'
2= 'Dear Mr. Doe:
3= 'Dear Mr. John Doe:'
4= 'John:'
5= '' <============= left blank
==============
| OPTION 2: |
==============
Inclusion/Omission of Heading:
This feature creates its own heading, consisting of your company name
and the date. If you are using letterhead paper, you can elect to
bypass the first 8 lines of your sheet of paper and begin with the date.
1 = Include heading
2= Omit heading
Appendix K-IV:
[continued]
==============
| OPTION 3: |
==============
Inclusion/Omission of 'Carbon Copy' information:
On the bottom of each Quick Memo [TM], the program creates 'Carbon Copy'
or 'cc:' information. You can elect to omit this feature.
1 = Include 'Carbon Copy' data
2= Omit 'Carbon Copy' data
==============
| OPTION 4: |
==============
Inclusion/Omission of 'Salutation' field:
If turned On, the program places the salutation name from the Client
record, such as 'Bill,' into the salutation field instead of the first
name, such as 'William.
If turned Off, only the first name is placed into this field.
1 = Include 'Salutation' field
2= Omit 'Salutation' field
==============
| OPTION 5: |
==============
Placement of your header and date.
If you enter '1', then the program will center your company heading.
If you place '2', then heading will be printed block-style, with the
text left justified.
1 = Center header
2= Left-justify header
==============
| OPTION 6: |
==============
If option 1 is set to between 1 and 4, then this selection appears and
offers the following option:
Choice of single character that follows Salutation:
The default is ":". You can enter any single letter. If left blank,
then the program will drop the character altogether, such as:
John Doe
Appendix L:
Overview of Labels Menu :
This Labels Menu challenges the power of any self-contained label
program that you have ever used ! It can handle 1,000,000,000
different names, spread among 99,999,999 discrete categories, and is
fully integrated with the rest of the program. If you want to print 1
label at a time, you can do that with option 1. This 'remembers' the
last record you added or retrieved into the client file. If you want
to print out all labels, then select option 2. To print out those
names added since the last time you printed the labels, use option 3 in
conjunction with 4.
You can even print out labels based on a comment, city, state or zip
code entered into the client file. In option 2, you can either print
out all labels or only those containing a specific search criteria.
This feature gives you the ability to add unique fields to the program
by entering them into the client record comments, then selecting them
out later for labels. The reports menu, Report for Clients and
Activities, option 4, Main Program Menu, also has this facility.
The remaining options give you various select and sort options that
give you total control over your data.
Additionally, option 7 gives you a clear path to your word processor.
Instead of sending labels to the printer, you can elect to send them to
a text file, 'VIEW.TXT'. After you leave this program, you can use that
text file within your word processor for insertion into a letter head
or a boiler-plate text.
------------------------------------------------------------------------
Options for labels |
1) Generate one label for last record searched or added
[no Client record recently accessed]
2) Produce labels for all records in Client File
[In option 2 you can select on any comment, Client file]
3) Do labels for those records added since this was selected last.
[pushing option 4 resets all records to unposted]
4) Reset all records to an unposted state
5) Insert phone number into labels [default =OFF] [now Off]
6) Activate 'Zip+4' feature in zip code [Zip+4 Off]
7) Send labels to printer or text file, VIEW.TXT [send to Text file]
8) Select size of Label [Standard, 3 1/2" by 15/16", 1 across ]
9) 3rd-Class Bulk Mail Sort
A) Set Left Margin for Labels:
B) Create return address labels
C) Drop the company
D) Printer port
E) Assign text name |
H) Help |
R) Return to prior menu |
------------------------------------------------------------------------
OVERVIEW:
Each label will contain this information:
First name, Last Name
Company name
Address 1
Address 2
City, State Zip code [Country, if foreign]
Observe that if you have left both the first and last name fields blank
in your main record in the client file, the label will skip line 1. If
the company name is the same as the first and last name (but separated
by a comma), the program will ignore company name also, For example.
If you have this record:
First Name: John
Last name: Doe
Company Name: John Doe <=== must have 1 space between the two words
The program will skip company name once it identifies that the company
name is the same as the first plus the second name.
Each label contains 35 characters at 10 CPI (characters per inch), even
though the label may attempt to print out up to 42 characters. If your
labels spill over beyond 35 characters, put your printer into the
compressed mode (12 CPI). At 12 CPI, the printer can fit up to 42
characters onto the label.
Note for Canadian and foreign address:
The program can also manage foreign addresses. To see how to do this,
go to Appendix 'E'.
Procedures for Foreign records and labels....................Appendix E
with special programming for addresses in:
Canada, Australia, Israel and Great Britain!
==============
| OPTION 1: |
==============
Option 1 prints out the label for the last record that you examined
with the Get option, Client File. Also, when you are entered records
into this file with the Add option, option 1 on this menu will print
out the label for the last record added.
==============
| OPTION 2: |
==============
Option 2 generates labels for all records in the Client file. Of course
if you have already gone to the Main Program Menu and selected a
category of interest that selects out some records, only those records
in your selected category will be printed out. See the Help screen,
Main Program Menu, Option 8, for a further explanation of how you can
"layer-in" data. That feature has an effect on which labels are
printed out, if you elect to "layer" or segregate your data.
==============
| OPTION 3: |
==============
Option 3 works with option 4, but is independent of either option 1 or
2. In brief, option 3 will print out only those labels from your
Client file that have been added since was option 3 was invoked the
last time. In a sense, option 3 is "posting" those records for which
it generates labels. Then, when you wish to print more labels, option
3 checks to see which are "unposted" and then prints out only those
labels.
For example, lets say you have 300 records in your Client file. If you
select option 2 to print out your labels, you will print out 300
labels. If you add another 30 records in the next two week period and
attempt to print them out again using option 2, the computer will then
generate 330 labels.
If instead of using option 2 the first time to print out the labels,
you had used option 3, you would have generated 300 labels. After
adding 30 more records, though, if you had selected option 3 again,
you would have had just 30 labels print out--just those that had been
added to the Client file since option 3 was selected last.
==============
| OPTION 4: |
==============
Option 4 resets all records from a "posted " to an "unposted" state.
This has the effect of reversing all those entries made by option 3.
When you invoke option 4, you will see the following type of
information:
===========================================================
THIS WILL REVERT ALL RECORDS BACK TO THE UNPOSTED STATE.
THE CURRENT STATUS OF THE RECORDS IN THIS FILE IS :
TOTAL NUMBER OF RECORDS IN THE PERSON FILE :
11 records
TOTAL NUMBER OF POSTED RECORDS :
1 record
IF YOU WISH TO ABORT THIS RESETTING PROCESS, THEN ENTER A "R".
=============================================================
This screen will show you the total number of unposted records in the
Client file and those that are posted (already have had a label printed
out using option 3). Also, at the end of that menu, you have a choice
to abort the RESETTING process by entering an "R".
==============
| OPTION 5: |
==============
5) Insert phone number into label [default =OFF] [now off]
This option will insert the phone number in the line for the second
address.
==============
| OPTION 6: |
==============
Activate 'Zip+4' feature in zip code. If you elect to use the
additional four digits in your zip codes, then select this feature
[On]. This will print out the additional four digits in the labels;
otherwise, they are omitted.
==============
| OPTION 7: |
==============
Send labels to printer or text file ['VIEW.TXT']
This option is useful when you wish to bring name and address
information into a word processor, such as WORDSTAR[TM]. By
selectively outputting these labels to an external text file, you can
import 'VIEW.TXT' into your word processor, and then manipulate that
address information inside your word processor document.
When used with option 1:
In a hard drive system, every time you write one label to VIEW.TXT, the
program will accumulate those labels until you exit the program. Then,
when you re-enter the program, this accumulating process will start
over again.
In a floppy based system, every time you elect to write one label to
the text file VIEW.TXT, you overwrite the prior label that was sent to
that file.
When used with all other options:
Whenever you invoke a label option other than number 1 and elect to
send those labels to a text file, the program will automatically
overwrite the prior VIEW.TXT.
==============
| OPTION 8: |
==============
Select size of Label:
Observe that labels 1 through 4 and 10 will print out 42 characters
across, while labels 5 through 9 are restricted to 35 characters per
label.
Label 11 is the same as label 1, except that the Company line is
reversed with Address1, the first line of the address label. The
intent of this label is to provide you a way to place a title above the
company line. If you place the title in Address1 and then place the
entire address in Address2, then this label will print correctly. Note
that if you use this label, you have to set up ALL records in the
system with this convention: title goes into Address1, while the
address that would have occupied Address1 and Address2 now goes into
Address2.
From this option you can make a selection of label size. Currently,
these twelve are supported:
[Label 1] [Standard, 3 1/2" by 15/16", 1 across ]
[ Metric equivalent: 89 X 24mm ]
[Label 2] [Rolodex[TM], 4" by 2 1/8", 1 across ]
[ Metric equivalent: 102 X 54mm ]
[Label 3] [Rolodex[TM], 5" by 3", 1 across ]
[ Metric equivalent: 127 X 75mm ]
[Label 4] [Label, 4" by 1 7/16", 1 across ]
[ Metric equivalent: 102 X 37mm ]
[Label 5] [Standard, 3 1/2" by 15/16", 2 across ]
[Label 6] [Standard, 3 1/2" by 15/16", 3 across ]
[Label 7] [Standard, 3 1/2" by 15/16", 4 across ]
[Label 8] [Cheshire, 3 2/10 by 11/12", 3 across ]
[Label 9] [Cheshire, 3 2/10 by 11/12", 4 across ]
[Label 10] [Envelope, 3 1/2" by 15/16", 1 across ]
[Label 11] [Standard, 3 1/2" by 15/16", 1 across ]
[same as Label1, Company/Add1 reversed]
[Label 12] [LABEL12 = Rediform [TM] Continuous Index Cards, 4" by 7"]
Stock number: 6731
The envelope option will assign a left margin of 35 characters, while
prompting you for the number of lines you want the printer to feed
before and after the label.
Note on Laser Printer Labels:
If you wish to use a laser printer for labels, then the following
'automatic sheet fed' labels have been field tested with Architect's
Helper [TM]:
Brand: Mfg. No: Sheets: Labels per sheet:
Avery [TM] 5161, 1" by 4" 100 sheets 20
When you use these labels, observe that the manufacturer identifies
these as 1" by 4". In order, however, for Architect's Helper [TM] to
address these labels, you must select Label 5:
[Label 5] [Standard, 3 1/2" by 15/16", 2 across ]
The difference in these measurements is attributable to Avery [TM]
counting the space between the labels as part of their label surface.
Make sure, also, that you set the laser printer for 60 lines per page,
not 66.
==============
| OPTION 9: |
==============
9) 3rd-Class Bulk Mail Sort
This option has its own Help screen and will perform a third class bulk
mail sort from your database. Additionally, you can apply selection
criteria against your file of clients for this sort.
==============
| OPTION A: |
==============
A) Set Left Margin for Labels
With this selection, you can indicate the leftmost margin for your
labels.
==============
| OPTION B: |
==============
B) Create return address labels
This option will print an unlimited number of copies of one label and
is intended for your use as a return address label. It presumes that
you have entered a record for yourself in the Client file and that you
have just left that record in the Client Get screen.
Note: Regardless of the label selection you make on selection "8) Size
of Label", this option will print only ONE across.
==============
| OPTION C: |
==============
C) Drop the company
By default, all company names are included whenever you print labels or
output data to a merge file. If you elect to drop the company name,
then the labels will print without any company names.
==============
| OPTION D: |
==============
D) Select Printer Port
From this menu, you define on which of these printer ports are
outputted the labels:
LPT1
LPT2
LPT3
COM1
COM2
Whatever printer port you select, this selection is independent of the
printer used in the reports menu.
==============
| OPTION E: |
==============
"E) Assign text name"
At this option you enter the name of the text file that this program
assigns when option 7 is toggled:
"[send to Text file]"
Observe that you assign an extension, if any. If you want to send to
VIEW.TXT, then you would enter:
VIEW.TXT
Appendix M:
Automatic Statements:
Overview
The Statements Menu is accessed from the Revenue/Expense Summary Menu,
option 5: Menu for Statements. Some of the functions are
interrelated, such as choosing the start/stop date of the summary in
Revenue/Expense also selects the same range in the Statements.
This Menu is a true accounting module, unlike the Proposal/Invoice
sections in the program that are word processing in nature.
Options 1 and 2 will create the statements for you after you have
defined some default values in option 3. They draw their financial
data from the activity records. They will both print out the same
values on each statement, but the Detail Statement will show you the
activities that were summarized to the statement.
Remember that the statements module will take all positive values, add
them together, then subtract any negative ones it finds in activity
records. This is important to know if you want to reflect payments
made against an account, as with a CPA, or if you want to show payoff
history associated with a debtor in a collections system.
==============
| OPTION 1: |
==============
1) Create Summary Statements
Displays a single total for those activities summarized to their
corresponding record in the Client file.
==============
| OPTION 2: |
==============
2) Create Detail Statements
Shows the total for each record in the Client file, as well as the
individual activities that make up that total. Optionally, you can
select out the comment that you had originally entered into each
activity record.
==============
| OPTION 3: |
==============
3) Create Format for Statements
Into this option are inputted heading and format information.
==============
| OPTION 4: |
==============
4) Select $ range of Statements:
Option 4 gives you the flexibility to define certain economic
characteristics of each statement. Specifically, you would make one of
these three selections:
0 = all statements printed.
1 = only statements selected that meet a minimum amount, no maximum.
2 = only statements selected that are between a minimum and a maximum value.
The selections above refer to the summary of the activities selected,
not to a value or charge in any one of them. You, of course, define
the minimum or maximum after having made the appropriate selection.
==============
| OPTION 5: |
==============
5) Selection criteria for Statements
To see how this section works, see:
Logic behind Comments/name/city selection..................Appendix A-2
[select out records in 7 different places in program]
------------------------------------------------------------------------
Start Date Statements Menu End Date |
--------------- --------------------- ---------------- |
| 01/01/1901 | | Please Choose one | | 12/12/2999 | |
--------------- --------------------- ----------------
1) Create Summary Statements
2) Create Detail Statements
3) Create Format for Statements
4) Select dollar range of Statements
5) Selection criteria for Statements
[no criteria selected]
H) Help Screen
R) Return to prior menu |
|
[Status of Option 4: All records selected, No minimum or maximum selected]|
Client to be summarized: ALL |
-------------------------------------------------------------------------
Appendix N:
Printit v3.5, Print functions provided in memos and VIEW.TXT
[Note: The documentation below is supplied by the author of the print
functions used in memo and VIEW.TXT, Jack A. Orman. The 'Running
PRINTIT' instructions can be used for printing an external file, such
as PROGRAM.DOC.]
PRINTIT v3.5
Copr. 1987 by Jack A. Orman
Armada Sound Lab, Box 858
Southaven, MS 38671
This special version of PRINTIT was written for exclusive distribution
by Paul Sax of ACS Consultants. It is not to be distributed
except as part of this program and must not be altered in any manner.
PRINTIT v3.1 is a standalone version for shareware
distribution and is available on many commercial BBSs or directly from
the author at the above address.
Running PRINTIT
The proper format to use this program to print an ASCII file is to
enter the program name on the command line followed by a space and
then the name of the file to be printed. Example:
PRINT35 filename <ENTER>
The filename can be any legitimate MS-DOS name including optional
drive or path designations. If the file cannot be found, a message
will appear on the screen briefly and then it will return to DOS. If
the file can be found, a window will open and you will be prompted to
enter the following information:
Top Margin default= 5
Bottom Margin default= 5
Lines/page default=56
Left Margin default= 2
Number pages 0= no numbers
Header String <ENTER>= no header
Hitting ENTER at any menu selection will use the default values. The
header string is limited to 48 characters and the current date is
automatically printed at the end of the header.
Most printers default to a 6 line per inch vertical spacing which
gives 66 total lines per page on a standard 8 1/2 by 11 sheet.
Therefore, the top margin + bottom margin + Lines/page must equal 66
for the printout to be produced in the proper format. For 8 lines per
inch spacing, 5 + 5 + 78 would be good starting values.
Make certain that the printer is powered up and on-line before running
this program to avoid hanging up the system. No checks are performed
to test printer readiness.
PRINTIT is furnished without liability or guarantee of fitness and
suitability for any specific purpose. It is up to the user to
determine appropriateness for each application.
Jack A. Orman 11/01/1987
Appendix O:
Create your own on-line Help/Data Screen!
This option allows you to define your own industry-specific Help/Data
screen and then view it anytime throughout the program by entering
'F1'.
Some applications require that you have detailed lists or codes nearby
as you do data entry into the program. This would be particularly true
if you are trying to enter codes specific to your industry into the
client or activity records.
This Help/Data screen can contain a few entries or up to 15,000
characters. You can either input this industry specific information at
the keyboard or, if already typed, import an external text file in
place of your manual typing.
Observe this option on the Main Program Menu:
A) Create an on-line Help/Data screen [ now Off]
After you select 'A', you will then see this menu:
-----------------------------------------------------------------------
--------------- Client and Activity Tracking System -------------------- |
|
Memo Options Menu |
===============
----------------------------------------------------------
| Monday, November 9, 1987 |
----------------------------------------------------------
| 1) Edit the existing memo or create a new one |
| 2) Output the memo to a text file |
| 3) Input a text file into this memo |
| [overwrite existing memo] |
| 4) Input a text file into this memo |
| [append to existing memo] |
| 5) Set Left\Right Margins: 5 75 |
| 6) Toggle Edit Screen Code Help [Now On ] |
| 7) Print options [Printit v|.5 [TM]] |
| 8) Activate Help\Data option [Now On ] |
| R) Return to the Main Program Menu |
----------------------------------------------------------
|
[Current character length of this memo = 0 ] |
|
----------------------------------------------------------------------|
Note that this menu is similar in function to the one described
in Appendix K, Memo Options, with one exception: at this menu, you
have option 8. This allows you to turn 'On' or 'Off' the Help/Data
screen.
The memo you create here is accessible throughout the entire program
just by entering the 'F1' function key!
Appendix P:
Automatic data back-up
As you exit the program, you will be asked if you wish to back up all
of your data. If you elect to do so, the program will take all data
and memo files, place them into one archived file, and compress them.
Dialogue from the program:
[assuming that today's date was November 9]
------------------------------------------------------------------------
Enter the disk drive where your back up disk is located:
[Please include a colon following the letter, as in 'A:' or 'B:']
|
A: |
|
-----------------------------------------------------------------------
------------------------------------------------------------------------
Retrieving your data later: |
|
All of your data files will be saved into one archive file and |
'date'stamped' to help you later in determining which of the
archives has the most recent data. The data today, for example was
stored in this file: B:1109ACS.ARC
The first two letters stand for the month, while the last two
identify the date during the month on which this backup was made.
Let's say that you see '0804ACS.ARC' on your data disk. This means
month '8', day '4', or August 4. If you saw '1123ACS.ARC', this file
was created on month '11', day '23', or December 23rd. The
purpose for this numbering scheme is so that you can have multiple
back up files on one disk, space permitting, and yet tell at a glance
which is the most recent one.
Later on, if you need to restore archived data, enter a command in the
form:
ARCE B:1109ACS.ARC /R
Use the ARCE command on the archive file with the most current date.
After finishing this, make sure that delete all files ending in |
'NTX' and 'MEM' BEFORE you execute PROGRAM.EXE or 'GO'. |
|
------------------------------------------------------------------------
Also, for an understanding of the two-disk rotating backup strategy,
see:
User Beware !..............................................Appendix A-6
[Tips for database survival]
Appendix Q
Using the CALLBACK feature in the Activity file
Overview:
In the early development of this program, some users would go through
this process to create a daily follow up list:
1) Create 'Today's Appointments' report from the Appointments Menu.
2) Place 'Today's Appointments' next to the computer.
3) Go to the Activity file, ADD option and add one activity record for
the name of every client on the 'Today's Appointments' printout.
After a while, my customers began asking me to streamline this process.
From these requests came the CALLBACK feature.
This function is ideal for those who do continuous daily telemarketing.
Callback Options:
==============
| OPTION 1: |
==============
Callback by 'Stack'
This 'callback' option is a special case of the Add option on the
activity menu . It takes all commitments or appointments that you had
made for today, 'stacks' them, and and then scrolls through each record
as though you had entered them one at a time from the report: 'Today's
Appointments'.
It shows you the comment from the activity record where you originally
created the future commitment that resulted in today's appointment. It
then creates a new activity record for each of today's appointments
and waits for you to enter in any comment or future commitment.
Before using this option, be well conversant with the Activities file,
Add option, as well as the report from the Appointments menu:
'Today's Appointments'.
[Once you go through this list, the program will 'mark' off each record
so that if you select this option a second time today, the program will
only present unprocessed commitments to you.]
Appendix Q
[continued]
Let's say that you had committed to 15 callbacks on a given Monday.
Instead of having a printed 'Today's Appointments' report in front of
you, the program will automatically 'stack up' those 15 callbacks [or
any appointment/commitment] behind the CALLBACK option. Once you
select this feature, the program go into a loop 15 times until all
callbacks are processed.
This loop consists of:
1) Identifying the name of the current client being processed in this
'stack' of 15.
2) Displaying the date when the original commitment for today's
callback/commitment was made in a prior activity record .
3) Showing the comments entered in the prior activity record that had
created today's callback/appointment.
4) Creating a new activity record for THAT client as though you had
gone into the ADD option for the activity file. Note that all features
in the activity Add mode remain intact, such as: dailing the phone
number and creating proposal/invoices.
Observe that if you are unsuccessful in competing the callback and you
identify that you wish to 'ignore this record', the program will keep
that callback in its 'stack' until you have successfully processed it
today.
If you want to go to lunch, you can abort the processing of the 'stack'
of 15 at any time. Once you leave this CALLBACK routine, the program
remembers how many were in the original 'stack' [15], and how many
remain unprocessed. After lunch, if you re-enter the CALLBACK option,
the program will remember where in the 'stack' you left off.
==============
| OPTION 2: |
==============
'Point and Shoot' Callback
The 'Point and Shoot' option is similar to option 1, but lets you
select any one callback or group of callbacks from the daily list.
In this option, observe the leftmost field 'USE_IT'. If you change it
from '.F.' to 'T', then each of those will be processed for Callbacks.
In option 2, if you scroll from left to right, you will observe these
fields:
USE_IT FNAME LNAME PROSPECT TIME_SYS
Change only the 'USE_IT' field.
==============
| OPTION 3: |
==============
"3) Invoke Flash Report [TM]"
By pressing Option 3 repeatedly, you have three selections to choose
from:
"[Flash Report now disabled ]"
"[Prompt you for Flash Report]"
"[Always display Flash Report]"
Selection 1 will disable the appearance of Flash Report [TM] in options
1 and 2 of this Callback Menu. Selection 2 will prompt you for a
single character to display Flash Report [TM] but defaults to a 'False'
state and will not require you to accept it. Selection 3 will always
display the Flash Report [TM] for any one person in the Callback
process.
Appendix R:
Consolidating Multiple Categories in your reports
As you become knowledgeable in the use of the Category function, you'll
notice that the 'Select, Move, Delete, and Undelete Category' feature
[Main Program Menu, option 8] allows you to mix either all categories
together or split out any one. Once you have selected a single
category, then all functions in the program--reports, labels, new
activities--are accessible to only those records with your designated
category. In other words, once a category is selected, ALL other
records in the program will disappear until you select another category
or elected to 'jumble' all categories together.
Over time, users have asked for a way to consolidate multiple
categories in their reports, though not necessarily all at the same
time. For those users wanting SELECTIVE consolidation of categories,
this feature is available in 3 areas:
'Reports for Clients and Activities'
[Main Program Menu, Selection 3]
'Appointments Menu'
[Main Program Menu, Selection 7]
'Base Station/Remote Site Consolidation Menu'
[Main Program Menu, Selection 9]
==============
| Location 1:|
==============
'Reports for Clients and Activities'
[Main Program Menu, Selection 3]
Once in this reports menu, observe option #5,
5) Category Consolidation Feature: [Consolidation OFF]
After you have selected option 7, you will see this screen:
=========================================================================|
Category Consolidation: |
|
At this menu, you can base your reports on either a range of categories or
a list of non-continuous individual categories . For example, if you had
selected a range, then you could combine all records from categories 1
through 50. You can select any size range, from a range of 50 to a range
of 50,000 categories. If you had selected to input a non-continuous list
of categories, then you could enter up to 200 categories for consolidation,
such as to combine categories 10, 11, 15, and 20.
Enter your selection now: '1' will allow you to select a range of |
categories, '2' will be for a non-continuous list of categories. |
|
========================================================================
This menu gives you the choice of selecting your consolidation based on
ONE range of categories or on a list of up to 200 non-continuous ones.
An example of range would be those records that fall in the range of
category '200' to category '400'. With the 'range' option, those
categories are consecutive. When you select a 'non-continuous list',
they can be in any random order you want, up to 200 of them.
After you have selected your option, the program will prompt you for
the data it needs to continue the consolidation. Once you return to
the menu 'Reports for Clients and Activities' menu, any report option
you then select will be consolidated as per your request.
==============
| Location 2:|
==============
'Appointments Menu'
[Main Program Menu, Selection 7]
Once in the 'Appointments Menu,' you will observe Selection B:
B) Select start/stop date for Appointments, with Category Consolidation
Once selected, this option will follow the same logic as the Location 1
procedure.
==============
| Location 3:|
==============
'Base Station/Remote Site Consolidation Menu'
[Main Program Menu, Selection 9]
Once in the 'Base Station/Remote Site Consolidation Menu,' you will
notice selection 5:
5) Category Consolidation Feature: [Consolidation OFF]
The logic here is the same as shown in Locations 1 and 2.
Appendix S
History of the Product
Statement of Principles from the Database Designer
and Software Author:
Paul Sax
Overview:
This author is puzzled but gratified to hear the chorus of praise that
has arisen among the users of Architect's Helper [TM], attesting to its
ease of use. If true, that observation is merely the outcome of a
program that achieves its objectives.
As a user myself of Architect's Helper [TM] for my registered
customers, I remain convinced that this is the most complicated and
ambitious program that I have ever used. Its goal is nothing less than
to convert most of your manual data-gathering processes into ONE
computerized system.
Software, when well designed and developed through the interaction of
end users, has the potential to do just about anything.
Design:
I created the nucleus of this program in a commercial design and
programming contract for a Dallas businessman. First as a contract
assignment and then later as Shareware, this program has acquired an
immediate following of business people. In a sense, the marketing
response to this program has always been ahead of my awareness of its
marketability.
Where other programs have lots of colorful screens with no data
connectivity between them, Architect's Helper [TM] provides a seamless
integration between different modules within the program. This means
that aside from the initial data entry from you in the main file, you
have very little data entry. The program CREATES and MANAGES a large
volume of data for you--accurately, quickly, and in a logical manner
that makes it easy to use this powerful program.
First National Exposure:
In March, 1987 Monica Grijalva, Director of Sales at PC-SIG, the
largest distributor of shareware in the United States, began using this
program to manage and track their 1,500 corporate accounts. She had
evaluated a number of programs, commercial and shareware, with very
little success. Either the programs were too complicated or they
didn't work.
Shortly thereafter, they made a decision to run an ad in the July 1987
issue of 87 PC World, page 308, featuring a likeness of my face in an
'Author Profile' series ad with two paragraphs devoted to Architect's
Helper [TM]. In the July 1987 issue of PC-SIG Magazine, they reported
that my program was number 8 in their top 100 list in sales.
Totally self-contained:
Everything referenced in this documentation is available as the program
stands. No accessory products are marketed with Architect's Helper
[TM]. When the documentation describes the invoicing/proposal
function, that is in YOUR program. As you reflect on the various items
mentioned in the Appendices, every one of them is in YOUR program!
Unrivaled performance:
Architect's Helper [TM] will manage up to ONE BILLION records, labels,
and phone numbers. Within that data you can segregate up to 99,999,999
layers or categories of data. This is useful, for example, as you
load in business cards or mailing lists that come from different
sources.
Using Alan Simpson's Algorithm in the 'Search through Data' menu, the
program can locate and display to your screen 8 consecutive records out
of 1,000,000 in 10 seconds!
The most intelligent phone dialing system
that you have ever seen in any micro computer
application software program:
Using your Hayes[TM] or Hayes [TM] compatible modem, Architect's Helper
[TM] can automatically distinguish between 5 classes of outgoing calls:
local, local toll, long distance, long distance toll, or international.
As you elect to dial the phone number by entering one key, Architect's
Helper [TM] identifies the class of outgoing call and then dials it
accordingly!
Stable, free of software 'bugs', and mature:
The author of Architect's Helper [TM] well knows the detestable
practice of barring programmers from interacting with end users in
creating software. For this reason, most commercial software enters
the market stillborn, filled with marketing promise but anemic and
with no product revisions planned.
Architect's Helper [TM] has caught fire nationally and internationally
because it has evolved and matured with its expanding customer base.
Documentation that you can UNDERSTAND!
No prose follows a more circuitous path than technical writing.
Prohibited from using personal pronouns, Tech Writers typically turn
out manuals that reek of passivity and condescension. As you read my
manual, however, you can hear me speaking: clear, distinct, and
addressing you as an equal. This type of writing, written in the first
person and using personal pronouns, is heretical in most commercial
software.
Appendix T:
Assigning priorities to Clients
As you accumulate client records, you'll see that beyond scheduling
future appointments and splitting out data by categories, you may also
want to assign individual priorities to some or all of the client
records. This feature gives you the flexibility of assigning a
priority code of your choice, from 1 to 9999, to each client. The
default is '0', and you can change this value anytime in the Client
File just by going back into the Edit mode.
Your assignment is arbitrary and can be all inclusive or mutually
exclusive. That is, different clients can share one priority code or,
if you wish, each client can have his or her own code.
You assign this code in the lower right corner of each client record.
Observe this line on the Add or Get screen, Client File:
Referred by : Priority, if any:
You enter your code, if any, to the right of 'Priority'.
To extract out those records to which you have assigned a priority
code, observe option 7 on the Main Program Menu:
7) Appointments and List of Priorities
Appendix T:
[continued]
Once you select this option, you'll see this Appointments menu:
----------------------------------------------------------------------
--------------- Client and Activity Tracking System ----------------- |
|
Appointments Menu |
*****Make sure your printer is on line before choosing*****
---------------------
| Please Choose One |
---------------------
1) List out all prior Appointments
(Occurring prior to today)
2) Produce today's Appointments
3) Print all future Appointments, excluding today's
4) Print all future Appointments, including today's
5) Display a graphics image of any 14 day period of Appointments
6) Select your start/stop date for Appointments, then print out
7) Similar to option 6, but identifies only UNPROCESSED Appointments
[Used with CALLBACK option, Activity Menu]
8) List of Priorities, if any [by date]
H) Help Screen for Appointments Menu |
|
R) Return to prior menu |
---------------------------------------------------------------------
Option 8 gives you the flexibility of selecting those records from the
Client File to which you have assigned a priority code. Also, you can
indicate that date range, if any, for your selection of priorities.
This date range refers to that date when each prioritized client record
was first ENTERED into the system.
Appendix U
Installation Procedures:
When you first invoke the program, PROGRAM.EXE, Architect's Helper [TM]
presents you with this screen:
----------------------------------------------------------------------
--------------- Client and Activity Tracking System ----------------- |
Install Program |
-------------------
| Please Choose One |
-------------------
1) Install program for a hard disk
2) Install program for a floppy disk-based system [1 or 2 drives]
3) For Monitor, select B/White or Color Palette [now black & white]
4) Not implemented
5) Install automatic phone dialing through modem [Dialer OFF ]
H) Help
B) Turn off system 'BELL', reduces beeping [ Bell ON ]
C) Turn on billing/stopwatch subsystem [Timer system OFF ]
12 Pack===>D) Make your own software!: 'flavor' and terminology options
First time installation: Observe the options above. You must select either
options 1 or 2 LAST. To select an option, enter one key, without a Return.
----------------------------------------------------------------------
As you review the installation procedures, observe that you must select
1 or 2 LAST, and that once inside the program you can return to this
menu anytime by entering the Other Options Menu, Install option.
This menu will respond to one keystroke.
==============
| OPTION 1: |
==============
1) Install program for a hard disk
Option 1 will install the program for a hard disk. It performs some
system maintenance. If the program detects the presence of a
'CONFIG.SYS' file, it will append two commands to it:
FILES=20
BUFFERS=15
If not, Architect's Helper [TM] will create a CONFIG.SYS file from
scratch.
==============
| OPTION 2: |
==============
2) Install program for a floppy disk-based system [1 or 2 drives]
Option 2 sets up the program for a floppy disk system. Once you select
this option, Architect's Helper [TM] will, in turn, ask you if you have
1 or 2 disk drives in your computer.
==============
| OPTION 3: |
==============
3) For Monitor, select B/White or Color Palette [now black & white]
Just prior to this menu, Architect's Helper [TM] attempts to discern if
you have a monochrome or a color screen. If yours is color, you can
select from any one of 10 color palettes. At any time in the future,
you can come back to this option and change the color settings!
==============
| OPTION 4: |
==============
Not implemented.
==============
| OPTION 5: |
==============
5) Install automatic phone dialing through modem [Dialer OFF ]
Option 5 is the automatic phone dialing system and is covered in:
Automatic Telephone Dialing System:...........................Appendix X
Generally speaking, its best to leave this option alone during the
first time installation and come back to it after you have gone through
the tutorial.
==============
| OPTION H: |
==============
H) Help
The Help option is the on line 'Help' screen.
==============
| OPTION B: |
==============
B) Turn off system 'BELL', reduces beeping [ Bell ON ]
Option B turns the system bell 'on' or 'off'. As you become more
conversant with this program through its tutorial, you may elect to
turn this bell 'off'.
==============
| OPTION C: |
==============
C) Turn on billing/stopwatch subsystem [Timer system OFF ]
This option branches to a powerful billing/stopwatch subsystem,
explained in:
Time and Billing Stopwatch subsystem.........................Appendix F
[time and bill every activity, with up to 9 labor rates]
==============
| OPTION D: |
==============
12 Pack===>D) Make your own software!: 'flavor' and terminology options
Option D is the '12 Pack' option.
This program is so comprehensive that it can function in any one
of over 20 capacities [originally 12, hence '12 Pack' or 12 Software
Packages]. You can select how you want this program to present itself
from this menu, or you can come back to this '12 Pack' option at any
time.
Appendix V:
Economic Value of the Portfolio of Clients
Finally, a feature commonplace in the investment community migrates to
this program. Architect's Helper [TM] now has the ability to determine
what the current value is of your Portfolio of Clients. These economic
measures have long been applied to stocks, bonds, and other
investments, but are just now being applied to determine the economic
value to you of a group of PEOPLE. They give you an economic
assessment of all of those economic events that could occur, adjusted
for the passage of time as well as minimum/maximum constraints.
Observe option C on the Main Program Menu:
======================================================================
--------------- Client and Activity Tracking System ----------------- |
ACS |
--------------- --------------------- ----------------
| 02/26/1988 | | Please Choose one | | 8:24:54 PM |
--------------- --------------------- ----------------
Main Program Menu for Friday, February 26, 1988
-- Records: --
[ 12 ] 1) Client File and Mailing Labels
[ 20 ] 2) Activities File and Proposals/Invoices
3) Reports for Clients and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Quick Stats [TM]
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge file
C) Economic Value of the Portfolio of Clients |
|
X) Exit System |
=======================================================================
Appendix V:
[continued]
Once you select option C, you will see this menu:
=======================================================================
--------------- Client and Activity Tracking System ----------------- |
|
Economic Value of the Portfolio of Clients |
===================
==========================================================
| Friday, February 26, 1988 |
|--------------------------------------------------------|
| 1) Select default criteria for Aging Analysis |
| |
| 2) Process and Age Economic Values |
| 3) Create report, sorted by Client |
| 4) Do report, sorted by current Economic Value. |
| |
| |
| |
| |
| R) Return to prior menu |
| | |
========================================================== |
|
======================================================================
Overview of options at this menu:
Option 1 establishes the global default variables for this analysis.
Option 2 does the actual Aging Analysis. Options 3 and 4 give you a
choice of how you want the records presented in a report: either
sorted by company name of client and showing the current Economic
Value; or sorted in ascending order of the current Economic Value.
Detail on option 1:
In option 1 of the Portfolio of Client Menu you define these 4
variables:
Global Variables:
1) 'Plateau' value for the Aging Analysis, in weeks:
2) 'Floor' % value for the Aging Analysis:
3) 'Decay Slope', linear or logarithmic:
4) 'Half-Life' value for the 'Decay Slope', in weeks:
Appendix V:
[continued]
Global Variable 1:
'Plateau' value:
The 'Plateau' value describes the period of time that passes, if any,
without any economic loss. If, for example, you are trying to track
the economic value of proposals that you submit, your experience might
be that for every proposal that you submit 8 weeks may pass before your
client will evaluate what you have submitted. If your experience shows
that this 8 week period almost always occurs without any economic decay
associated with it, then each proposal has an 8 week 'Plateau' value
associated with it.
The purpose of the 'Plateau' value is to allow an aging process to
occur while reflecting the reality of that market: in many industries,
a period of time passes BEFORE any economic decay can be presumed to
start. If you attend trade shows, a 4 or 6 week follow up may occur
before which the economic utility of those contacts begins to decay.
You tailor the 'Plateau' value for your industry and particular set of
circumstances. Once defined, it causes the analysis to extend a
'plateau' for that number of weeks BEFORE starting the decay analysis.
You can select any number of weeks to reflect your industry, including
the default value of '0'.
Global Variable 2:
'Floor' value
The 'Floor' value is the percentage you input that places a floor at
the bottom of the decay slope. If you enter a 'Floor' value, the
program will stop the decay when it reaches that level. The purpose of
this is to recognize, for example, that regardless of how long a
proposal is outstanding, it may always have some residual value to you.
If you define the 'Floor' value to be 25% for a client that has an
potential value of $100,000, then the decay analysis will stop when it
reaches $25,000.
Note that value is ALWAYS entered as a percentage, not a decimal, and
that you can have any value from 0 to 99.99.
Global Variable 3:
'Decay Slope', linear or logarithmic:
The 'Decay Slope' variable gives you the choice of using a linear decay
slope or logarithmic.
Appendix V:
[continued]
The Linear slope describes those economic events that will decline the
same absolute amount each week. If, for example, you determine that
business cards you acquire at a trade show become worthless in 10
weeks, then you could say they loose 10% of their economic value each
week. If proposals that you submit become worthless after 20 weeks,
then you could say they loose 5% of their value each week. If you work
for a bank and are using this program to track bad debt collections
activity, then you have a clear idea of how each person in the file
becomes increasingly less likely to pay given the passage of time.
In addition to the Linear slope, you have another choice: logarithmic.
You can think of this method as being a variation of compound interest.
Instead of principal and interest being compounded in your bank
account, a potential economic event such as closing a sale is being
reduced or decayed in the same manner.
For you mathematicians, the logarithmic decay process is: "the change
in quantity over any time interval ... proportional to the size of the
interval and to the average value of the quantity over that interval."
The logarithmic decay process is computed using L'Hopital's Rule. A
value decays exponetially if its instantaneous rate of change is
proportional to its instantaneous value. There are many natural
processes, like bacterial growth or radioactive decay, in which
quantities increase or decrease at an "exponential rate."
Assuming an initial 'Economic Value' of $10,000, no 'Plateau' value, no
'Floor', and a 'Half-Life' of 10 weeks:
Weekly Percentage
Cumulative Decay: $ decline:
Linear Logarithmic Linear Logarithmic
------ ----------- ------ -----------
Week
1 $500 $669 5% 6.7%
2 1000 1294 5 6.24
3 1500 1877 5 5.83
4 2000 2421 5 5.44
5 2500 2928 5 5.08
6 3000 3402 5 4.73
7 3500 3844 5 4.42
8 4000 4256 5 4.13
9 4500 4641 5 3.84
10 5000 5000 5 3.59
11 5500 5334 5 3.35
12 6000 5647 5 3.12
13 6500 5938 5 2.92
14 7000 6210 5 2.72
15 7500 6464 5 2.53
16 8000 6701 5 2.37
17 8500 6922 5 2.21
18 9000 7128 5 2.06
19 9500 7320 5 1.93
20 10000 7500 5 1.79
Appendix V:
[continued]
Observe that the logarithmic decay is accelerated in the beginning but
begins to trail off after a while. At 10 weeks (the 'Half-Life'), they
both have the same amount of accumulated decay: $5000.
Note also that after 20 weeks, the logarithmic decay is not 100%
completed but only 75%. In concept, this decay rate will trail out to
infinity. After 30 weeks, for example, the cumulative decay is $8,750.
Global Variable 4:
'Half-Life' value for the 'Decay Slope', in weeks:
The 'Half Life' is defined as that point at which the economic value of
a contact or event has declined to half of its original value. This
value is highly subjective and reflects your appraisal of when the
economic status of a proposal, bid, or contact has dropped to half of
its original potential value.
The 'Half Life' is used by the program with Global Variable 3, the
'Decay Slope', in calculating the weekly decay rate.
Variables defined for every client:
Local variables
Observe at the bottom left of the data screen for your client record:
===========================================================================
Date 04/15/1986 |
Name of contact: Addressed as (Mr., Ms., Miss or Mrs.) :Mr. |
First Name :John D. Last Name :Cauble, Jr. |
Full Company name of Client : Accounting & Tax Service
== Address of Client ==
Address1 :11056 Shady Trail
Address2 :Suite 101
City :Dallas
State TX Zip Code [Zip+4] 75229- 0
Phone Number :(214)357-5454
Comment one :He is the accountant who does some work for Lolir Lectronics
Comment two :(also call (214) 357-5461)
Referred by : Priority, if any:
Date Revenue/Expense last summarized 01/01/1901 Time of update :
Summary of Revenue/Expense for this Client, all activities |
Category Selected 1 |
Economic Value: 17000 |
===========================================================================
Appendix V:
[continued]
This 'Economic Value' field defaults to '0'. If you enter any other
value, you will see the next screen:
=======================================================================
== Data entry screen for Economic Value of this Client == |
|
Starting Date for this Aging Analysis: 04/14/1986 |
Last date Aging Analysis performed: / /
Economic Value of the Aging Analysis the last time it was run:
0.00
Exclusion switch: '0' includes this value in Aging Analysis, '1' excludes it:
0 |
=======================================================================
Of the 4 fields, you can change the first and last one only.
Definitions of local variables:
variables available for every client
Starting Date for this Aging Analysis:
Last date Aging Analysis performed:
Economic value of the Aging Analysis the last time it was run:
Exclusion switch:
Local variable 1:
Starting Date for this Aging Analysis:
When you first enter a value for 'Economic Value' on the client record,
the program inserts that date into the 'Starting Date' as a default
value. You can place any date you wish into this field.
This date becomes the starting point for the decline analysis. If you
had defined a 'Plateau' value earlier, then that 'Plateau' would extend
outward from this starting date.
Appendix V:
[continued]
Local variable 2:
Last date Aging Analysis performed:
Everytime you perform an Aging Analysis, that date is placed into this
field.
Local variable 3:
Economic value of the Aging Analysis the last time it was run:
This variable shows what the current value was at the time an Aging
Analysis was processed. Local variable 3 reflects the 'Plateau',
linear or logarithmic decay slope, and 'Floor' value in effect at that
time.
This variable, as well as the original 'Economic Value', are printed
out in either of two reports available to you in option 3 and 4 in the
Menu for Economic Value of the Portfolio of Clients
Economic value of the Aging Analysis the last time it was run:
Local variable 4:
Exclusion switch:
This variable gives you the option of turning 'on' or 'off' any one
client record for your Aging Analysis. The purpose of this 'Exclusion
switch' is to leave the original 'Economic Value' on the client screen,
if you wish, and yet bypass this record during the analysis. If you
replaced, say, '50,000' in the 'Economic Value' field with a zero, you
could achieve the same effect but you would lose the information that
showed the original value.
Quick Label [TM]:
Appendix W
Quick Label [TM] takes the power and flexibility of the Labels
Management menu and makes that power accessible to you in 5 different
parts of Architect's Helper [TM] through one keystroke!
Referring back to the Labels Management menu, here are your options:
========================================================================|
|
--------------- Client and Activity Tracking System ----------------- |
|
Options for Labels Management
== Make sure your printer is on line before choosing ==
---------------------
| Please Choose One |
---------------------
1) Generate one label for last record searched or added
[no Client record recently accessed]
2) Produce labels for all records in Client File
[Select on any Comment,City, State, Zip code in Client file]
3) Do labels for those records added since this was selected last.
[pushing option 4 resets all records to unposted]
4) Reset all records to an unposted state
5) Generate labels for a zip code or range of zip codes
6) Make labels for a letter or range of letters in Company name
7) All labels, sorted first by zip codes, then secondly by city
8) Insert phone number into labels [default =OFF] [now Off]
9) Activate 'Zip+4' feature in zip code [Zip+4 Off]
A) Send labels to printer or text file, VIEW.TXT [send to Printer ]
B) Select size of Label [Standard, 3 1/2" by 15/16", 1 across ]
H) Help [ Metric equivalent: 89 X 24mm ]|
|
========================================================================|
The flexibility of this menu in giving you total control of your data
is UNPARALLELED! Option B, for example, gives you a choice of 4
different label sizes with metric equivalence just by entering a 'B'
repeatedly. The details of how this menu works are in:
Labels Menu:
12 options that give you control over your data..........Appendix L
Prior to Quick Label [TM], everytime you wanted to print out one label
from the Client file, you had to come back to this menu and enter
selection 1. Architect's Helper [TM] did remember the last record you
either added through the 'Add' option or accessed through the 'Get'
option of the Client file.
Client file: 'Get' option
With Quick Label [TM], Architect's Helper [TM] makes selection 1 for
you without your having to branch back to this menu.
Let's say, for example, that you are accessing a record in the Client
file with the 'Get' option. On the bottom of the screen, you will
observe these commands:
ENTER N FOR NEXT, P FOR PREVIOUS Return Exit
S FOR SEARCH, M FOR MORE COMMANDS
F3 Quick Label F4 Memo Options F8 DIAL PHONE F9 HANG UP PHONE
By selecting 'F3', Architect's Helper [TM] will print out a single
label with the data from this record. Observe that Architect's Helper
[TM] 'remembers' the current status of all options on the Labels
Management menu and prints out this single label with those in mind.
If you want phone numbers inserted into the single label, you must
first make that selection in the Labels Management menu. Once done,
however, Quick Label [TM] will print out individual labels with the
phone number wherever Quick Label [TM] is accessed.
Client file: 'Add' option
When you add a record to the Client file, you will note these options
on the bottom of the screen:
---------------------------------------------------------------------|
To create a new memo for this record, enter a '2'. |
Enter a '3' to create one quick label, '1' to bypass memo & label |
---------------------------------------------------------------------|
Option 3 will activate Quick Label [TM] and print out one label as you
have defined the label to appear on the Labels Management menu.
Activity file: 'Get' option
Whenever you locate a record in the Activity file using the 'Get'
option, the following commands will appear on the bottom of the screen:
=========================================================================
ENTER N FOR NEXT, P FOR PREVIOUS |
S FOR SEARCH, M FOR MORE COMMANDS F3 Quick Label |
RETURN Exit F4 Memo F7 Proposal/Inv F8 DIAL PHONE F9 HANG UP PHONE|
=========================================================================|
Again, as in accessing the Client file, 'F3' will invoke Quick Label
[TM] and will print out one label without your having to leave this
screen.
Activity file: 'Add' option
When you are adding records to the Activity file using the 'Add'
option, the following commands will appear on the bottom of the screen:
=========================================================================|
To ignore this entry, enter a "1"; for Quick Label [TM], enter F3 |
Enter F4 for Memo option, F7 for proposal\invoice, any other key to continue|
=========================================================================|
If you enter 'F3', Architect's Helper [TM] will summon Quick Label [TM]
to create one label.
Quick Label [TM]:
Appendix W
[continued]
Activity file: 'Add' or 'Get' option
Once you are in the Activity file, 'Add' or 'Get' option, observe the
Activity Memo options. Once selected you will be able to print out
Quick Label [TM] in the Memo Options Menu, option 9:
9) Create Quick Label [TM]
For more information on this, see Appendix K-II.
Automatic Telephone Dialing System:
Appendix X
Architect's Helper [TM]
has a built in intelligent Telephone\Speakerphone Dialing System,
that dials all of your phone calls for you and tells you
if they are local, local toll, long distance,
long distance toll, or international
and can output up to 20 follow on codes after dialing long distance.
The program stores & dials up to one BILLION phone numbers for you,
and will dial from:
Dallas to New York,
Sydney to Melbourne,
or London to Leeds!
Overview:
This dialer is installed from Other Options Menu, Install menu, option
5. [The Install menu is presented to you upon initial installation, but
you can return to it at any time.] Once installed, it can
differentiate between local and long distance area codes, and can even
dial a local toll call for you. It can dial through your PBX, if
necessary, and can even connect to a local access number for a long
distance dialing service, and then input up to 20 digits.
The dialing feature is available to you at these screens: Client file,
G)et option; Activity file, A)dd option; Activity file, G)et option.
On the bottom of these three screens you will observe either F8 to dial
and F9 to hang up, should you elect to hang up prematurely. Of the 3
entry points into the dialing system, the most typically used is the
Activity file, A)dd option.
This will install the program for automatic phone dialing through a
Hayes or Hayes-compatible modem.
Install procedure for automatic phone dialing:
In 2 of the following options you can enter characters mixed with
numbers. The purpose of this is to tell the modem to pause between
dialing. The comma does this. The exact time of the pause you will
have to determine through trial and error, but is generally 2 seconds
per comma. For example,
9,,,
would tell the modem to dial '9', then wait 6 seconds. The only other
valid dialing characters are:
1 2 3 4 5 6 7 8 9 0 * #
Local Toll Numbers:
[your area code]
The program will recognize local 'TOLL' calls if you enter the word
'TOLL' as the first 4 letters in 'Referred by: ', in the Client File,
Add or Get option. With a toll call, the program will dial: PBX option
+ Toll Sequence + 7 digit phone number.
Long Distance Toll Numbers:
[any one area code other than yours]
Long distance toll dialing sequence. This must be an area code other
than yours. The program creates this Long Distance TOLL number:
PBX Prefix + Long Distance Toll Sequence + 7 digit number.
Enter word 'LDTL' in 'REFERRED BY' field, Client file, for LD Toll.
Follow on codes:
You can enter any code or up to 20 codes that follow your long distance
number, if you wish. Some long distance services, for example, use this
feature as a way of entering accounting codes for users. This option
then requires you enter F8 twice during dialing. Observe the 'Push F8
Again' message.
Note on PBX dialing:
You can mix and match pulse with tone dialing. Precede your number
with 'T' for tone, followed by 'P' to restore pulse. For example,
'T9,P' would sent a '9' tone, followed by a pause [,], then restored to
pulse with 'P'.
==Automatic dialing for countries outside of the U.S.A. and Canada:==
Establishing a default 'area code/STD':
You can do this in one of two places in Architect's Helper [TM]. On
the Installation menu is option 5):
Install Automatic Phone Dialing through modem.
Once selected, this option gives you the ability to define your 'area
code/STD'. You can also select this value from the Other Option Menu,
option C):
Customize this system to your needs
Once there, you can select option 2:
2) Default State, City, State, Area Code
Once you define your 'area code/STD', Architect's Helper [TM] will then
assign that value to all new records in the Client file, followed by a
'/'. Let's say that you assign an 'area code/STD' of '03'. Every time
you add a record to the Client file, you will see this as in the phone
number field:
Phone: 03/
For all those numbers that fall within this STD, enter the local number
after the '03/', without any spaces. For example:
Phone: 03/6465255
Architect's Helper [TM] will interpret this to mean that the 'area
code/STD' is '03', while the local number is '6465255'. You can have
up to 5 characters in the 'area code/STD', with any combination of
leading zeros. If your 'area code/STD' has one digit, while an
adjacent STD has 5, Architect's Helper [TM] will figure out which are
local and which phone numbers are long distance and will then dial them
accordingly.
For the dialing system to work properly, you must identify an 'area
code/STD' for ALL numbers, including local ones. Also, Architect's
Helper [TM] uses the '/' as a marker to distinguish between the 'area
code/STD' and the local number. Make sure that in your entry for phone
number, you exclude any spaces.
===== Australia: =====
Lets say that you are in Melbourne, and have customers in Sydney and
Brisbane. Their complete numbers are:
STD Local Number
Melbourne 03 6465255 [your number, let's say]
Melbourne 03 6465252 [a branch office]
Sydney 02 6532389 [a customer]
Brisbane 07 3741311 [another customer]
First, you would enter '03' as your default 'area code/STD'. Then, in
the Client file, you would enter these numbers in the phone field:
First record 03/6465252 [a branch office]
second record 02/6532389 [a customer]
third record 07/3741311 [another customer]
Once you told Architect's Helper [TM] to dial the number, the program
would figure out which are local, which are long distance, and would
dial them accordingly.
===== Great Britain: =====
Within its STD's, Great Britain also uses a series of 'local codes'.
'Local codes' are defined to exist within one 'Dialing directory'.
Different STD's, same 'Dialing directory':
In some cases, two towns have different STDs but are so close that they
can dial each other with a 'local code' instead of using an STD.
Observe, for example, these two numbers:
STD Local Number
Bradford 0274 723101 [your number, let's say]
Yeadon, Leeds 0532 501496 [a customer]
Let's say, further, that Bradford and Yeadon are 10 miles apart and
Bradford can dial Yeadon by using a 'local code' of '92'. In that case
you can enter these numbers in either of two manners:
1) Define your default 'area code/STD' as '0274' and then identify the
Yeadon customer with its unique STD in this manner: 0532/501496.
Once Architect's Helper [TM] sees '0532/501496', the program will dial the STD
of '0532' and then the local number of '501496'.
2) Define your default 'area code/STD' as '0274' as above, but enter
the local code instead of the STD for your Yeadon customer. Let's say
you entered: 92/501496. Architect's Helper [TM] would then dial the local
code of '92', followed by the local number of '501496'.
===== Dialing Numbers Internationally: =====
Let's say that the number you are dialing does not fit into any of the
above categories, as would be the case when dialing from country to
country. If, for example, you are dialing from the United States to
Australia, the U.S. access code is '011', followed by the country code
of '61'. Once dialed, the city code is then entered, followed by the
local number. One example would be:
'011 61 3 5092911'
To dial these types of international numbers in the program, enter the
number into either COMMENT1 or COMMENT2 of the client record, in this
form:
INTL=011,61,3,5092911/
The 'INTL=' code tells the program to use this number for dialing, not
whatever appears in the telephone field. Each comma tells the modem to
pause for 2 seconds. The slash '/' tells the program where the last
digit lies. Without the slash, the 'INTL=' code will not work.
Observe that it does not matter where the 'INTL=' code is found in
COMMENT1 or COMMENT2, and case is irrelevant. 'INTL=' is that same as
'Intl='.
Once entered into the client record, the entire code for your
international number is carried over into each new activity record.
Once inside the activity record, the program will sense that this is an
international number and dial it accordingly, when requested from the
activity file.
If you establish a PBX number, then it is dialed before the
international number.
Output/Translate to 1-2-3 Lotus (C):
Appendix Y
Converting Data from Lotus 1-2-3 (C) into Architect's Helper [TM]:
Converting data from Lotus 1-2-3 (C) into Architect's Helper [TM]
spreadsheets is easy! By using the Architect's Helper [TM] 'Translate'
facility, you can move over up to 8191 records from either the Client
or activity file for analysis within Architect's Helper [TM].
Fields contained in the Client file:
[PROSPECT.DBF]
Structure for database: C:PROSPECT.dbf
Field Field Name Type Width Dec
1 DATE_SYS Date 8
2 SEX Character 19
3 FNAME Character 20
4 LNAME Character 20
5 PROSPECT Character 40
6 ADDRESS1 Character 30
7 ADDRESS2 Character 30
8 CITY Character 30
9 STATE Character 2
10 ZIP Numeric 5
11 ZIP4 Numeric 4
12 PHONE_1 Character 13
13 COMMENT1 Character 60
14 COMMENT2 Character 60
15 REFERBY Character 30
16 SUM_DATE Date 8
17 TIME_SYS Character 8
18 SUMEXP Numeric 12 2
19 LABELS Numeric 1
20 INTEREST Numeric 8
21 CLASS Numeric 2
22 RANDOM1 Numeric 3
23 VALID2 Numeric 10
24 PROSPMEMO Memo 10
25 VAL1 Numeric 12 2
26 VAL2 Numeric 2
27 VAL3 Date 8
28 VAL4 Numeric 12 2
29 VAL5 Date 8
30 VAL6 Numeric 4
31 GREETING Character 20
32 PMISC1 Character 4
33 PMISC2 Character 2
34 PMISC3 Numeric 4
35 PMISC4 Character 2
36 PMISC5 Date 8
** Total ** 520
DATE_SYS is the date the record was first entered into the program.
SEX is the sex identifier, such as 'Mr.', 'Ms.', or 'Doctor'. FNAME
and LNAME are first and last names respectively. PROSPECT is the
company name for this person. ADDRESS1, ADDRESS2, and CITY are self
explanatory. STATE is the two character code used for U.S. postal
codes, along with ZIP and ZIP4. If used outside of the U.S.A., these
codes default to 'NA', '0', and '0' respectively.
PHONE_1 contains the phone number, including 'STD/area code'.
COMMENT1 and COMMENT2 contains comments 1 and 2. REFERBY is the
'Referred by' field. SUM_DATE and TIME_SYS and the date and time,
respectively, when the revenue/expense module was last summarized.
SUMEXP is the amount that was posted to this record, reflecting ALL
activities summarized to this client from his/her corresponding
activity records.
Ignore LABELS. INTEREST is the 'Category' assigned to this record.
Ignore also CLASS, RANDOM1, VALID2, and PROSPMEMO.
Fields used in the 'Economic Analysis of the Portfolio of Clients':
VAL1 is the starting Economic Value as entered in the Client record.
VAL2 is the 'Exclusion Switch' for the Economic Value. VAL3 is the
'Starting Date of the Aging Analysis'. VAL4 is the 'Economic Value of
the Aging Analysis' the last time it was run. VAL5 is the date on
which the last Aging Analysis was run.
VAL6 is the Priority, if any, you assign to each client in the Client
file.
Fields contained in the Activity file:
[ACT1.DBF]
Structure for database: C:ACT1.dbf
Field Field Name Type Width Dec
1 SEX Character 19
2 FNAME Character 20
3 LNAME Character 20
4 PROSPECT Character 40
5 DATE_SYS Date 8
6 TIME_SYS Character 8
7 ADDRESS1 Character 30
8 ADDRESS2 Character 30
9 CITY Character 30
10 STATE Character 2
11 ZIP Numeric 5
12 PHONE_1 Character 13
13 COMMENT1 Character 201
14 COMMENT2 Character 1
15 DEL_DATE Date 8
16 EXPENSE Numeric 12 2
17 INTEREST Numeric 8
18 CLASS Numeric 2
19 PROSPMEMO Memo 10
20 MACT1 Numeric 4
21 MACT2 Character 4
** Total ** 476
These fields are similar to those in the Client file, with a few
exceptions. COMMENT1 is the 200 character comment that you can enter
into each activity. Ignore COMMENT2. DEL_DATE is the date of the next
commitment, if any. INTEREST is the category assigned to this record,
as identified in the Client file. Ignore CLASS.
Methodology for converting these files into Lotus 1-2-3 (C):
[version Lotus 1-2-3 (C) 2.01 or later]
Bring up the main menu for Lotus 1-2-3 (C). On the top will be
displayed these options:
1-2-3 PrintGraph Translate Install View Exit
Select the 'Translate' option. As Lotus 1-2-3 (C) branches to the
'Translate' menu, you will asked this question:
--------------------------------------
What do you want to translate FROM? |
|
1-2-3 release 1A
1-2-3 rel 2 or 2.01
dBase II
dBase III
DIF
Jazz
SYMPHONY 1.0 |
SYMPHONY 1.1 or 1.2 |
VISICALC |
--------------------------------------
The 'dBase III' option is the correct one. Once you select it, you
will then be asked:
---------------------------------------
What do you want to translate TO? |
|
1-2-3 release 1A
1-2-3 rel 2 or 2.01
SYMPHONY 1.0 |
SYMPHONY 1.1 or 1.2 |
|
---------------------------------------
Select the option that is correct for your software. Let's say that
you are using Lotus 1-2-3 (C), release, 2. Select: '1-2-3 rel 2 or
2.01' on the above menu.
Lotus 1-2-3 (C) will then begin its translation process. If you want
to translate the Client file, then enter:
SOURCE FILE: PROSPECT.DBF
DESTINATION: PROSPECT.WK1
If you want to translate the activity file, then you would enter:
SOURCE FILE: ACT1.DBF
DESTINATION: ACT1.WK1
Once the '.WK1' worksheet is defined, you can bring up the data in
Lotus 1-2-3 (C). Notice that once the worksheet is loaded into
memory, Lotus 1-2-3 (C) inserts the names of ALL fields across the top
of the worksheet, as in:
A B C D
-------------------------------------------------------
DATE_SYS SEX FNAME LNAME
1
2
3
4
5
6
7
Lotus 1-2-3 (C) is a registered trademark of Lotus Development Corp.
Appendix Z:
Create your own fields
Entering codes specific to your application
and then creating reports or labels based on those codes:
----- Defining your own codes: -----
This feature gives you the ability to enter codes specific to your
industry or application and then create reports or generate labels on
those specific codes. These codes are then entered into COMMENT1 or
COMMENT2 of each client record in the Client file.
Let's say, for example, that you had identified these criteria in your
real estate clients:
1) Size of home wanted
2) Amount client wants to spend on home
3) Preference, if any, for location, by zip or postal code
4) Number of floors of home desired
Let's say further that you had developed these codes:
1) SIZE=1500SF
SIZE=2000SF
SIZE=2500SF
SIZE=3000SF
This first criteria shows the size home, in square feet, that the buyer
is looking for.
2) AMT=100K
AMT=125K
AMT=150K
AMT=200K
Criteria 2 shows the amount, in thousands of dollars, that the buyer is
willing to spend.
3) LOC=75081
LOC=75082
LOC=75083
LOC=75084
Criteria 3 shows the location preference, by zip or postal code, that
your buyer has.
4) FLOORS=1 < one floor, no basement
FLOORS=1A < one floor, one basement
FLOORS=2 < 2 floors, no basement
FLOORS=2A < 2 floors, one basement
This criteria tells you the number of floors preference, if any, that
this buyer has.
Observe that as you develop codes for all buyers, you do NOT have to
use every code for every buyer. If one buyer has no location code
preference, then omit this criteria. It does matter, though, that you
enter the codes CONSISTENTLY into the Client file, COMMENT1 or
COMMENT2. Otherwise, you will not be able to extract them later.
----- Selecting Reports: -----
Once you select option 3 from the Main Program Menu, you will see this
Reports menu:
---------------------------------------------------------------------
|
Start Date Client and Activity Reports End Date |
|
01/01/1901 Please Choose one 12/12/2999
1) Do ONE report from the Client file
2) Generate ONE report from the Activity file
3) Set start/stop date of these Reports
4) Select by any Comment,City,State,Zip,Client
[no criteria selected]
5) Category Consolidation Feature: [now OFF]
H) Help for reports
R) Return to prior menu
|
Category of Clients [defaults to ALL]: ALL |
|
---------------------------------------------------------------------
Option 4 will allow you to select out any code or combination of codes
from the COMMENTS fields. When you select this option, you will first
see this menu:
------------------------------------------------------------------------
Selection Criteria Menu |
========================================================== |
| Tuesday, August 9, 1988 | |
----------------------------------------------------------
| |
| 1) Select by character: |
| [comments, first/last name, company, city] |
| |
| 2) Select by value or range of values: |
| [Revenue/Expenses, Category, Zip, Economic Value] |
| |
| 3) Select All 'tagged' records |
| |
| H) Help |
| |
| |
| R) Return to prior menu | |
| | |
========================================================== |
---------------------------------------------------------------------------
Option 3 is covered in :
Appendix A-7
[Select out records by characters, values, or 'tag']
Option 1 and 2 of this menu are similar in function. For now, select
option 1 from this menu and you will see:
---------------------------------------------------------------------
Exclusivity of Selection: |
|
|
False = All Inclusive
Record included if meeting at least ONE search criteria.
True = Mutually Exclusive
Record included only if meeting ALL search criteria at the same time.
|
Enter T or F : [T] |
|
---------------------------------------------------------------------
In this menu, "Exclusivity of Selection", you must select whether you
want only those records to be selected that have all sets of codes in
every record or select records regardless of the number of matches made
per record, as long as at least one match is made in any one record
that is selected.
True [or T] means all matches have to be made in any one record for it
to be selected. False [or F] means that as long as one match is made
in that record, it will be selected.
After making your selection at this "Exclusivity of Selection" menu,
you can make your specific selections at this menu:
---------------------------------------------------------------------
Enter those values you wish to select out. |
Any field left blank will include all records in that field. |
|
___________________ [first name]
___________________ [last name]
__________________________ [company name]
__________________________ [city]
___ [state]
____________ [zip code]
_____________________________ [comments, first selection]
_____________________________ [comments, second selection]
_____________________________ [comments, third selection] |
_____________________________ [comments, fourth selection] |
|
[COMMENT1 and COMMENT2 are searched together] |
|
---------------------------------------------------------------------
At this screen, you can input up to 4 sets of codes or phrases. You
can enter any word, phrase, or code on which to base your selection. If
left blank, all records will be printed out. If you make an entry
there, the program will search through the comments and select out only
those records that have your word or phrase in the comments section.
You can also select by any combination of first name, last name,
company, city state, or zip code.
[Note that you can have up to 4 different codes or phrases entered
here and all records will be pulled which have any one of them or any
combination of them].
In this real estate example, let's say that the following house became
available on the market:
2000 square feet, $125,000 price, located in
zip/postal code '75083, and has two floors, without
a basement.
These codes would then correspond to that information.
SIZE=2000SF
AMT=125K
LOC=75083
FLOORS=2
If you entered those values or codes into the 'comments' entries in the
above menu and set "Exclusivity of Selection" to True, the program
would then select out those records or clients that contained these
criteria.
----- Accessing this logic from the Import or Output Data Menu:-----
Observe this option on the Main Program Menu:
B) Import or Output Data
Once you select that option, you will see this menu:
---------------------------------------------------------------------
|
Import or Output Data Menu |
|
Thursday, April 21, 1988
1) Select output criteria for merge file
[no criteria selected]
2) Output records to Wordstar/Mailmerge[TM]
3) Output records to WordPerfect[TM]
4) Output records to dBASE III [TM] |
5) Output records to Microsoft [Reg. TM] Word 4.0 |
|
R) Return to prior menu |
---------------------------------------------------------------------
Selection 1 contains the same logic as the reports menu. That is, you
can select records for output to your word processor based on codes you
entered into the comments fields in the Client file.
----- Selecting this option from the Labels Management menu: -----
Once in the Labels Management menu, observe option 2:
2) Produce labels for all records in Client Fil
[Select on any Comment,City, State, Zip code in Client file]
Again, the logic is available here to you to select out labels based on
codes that you had predefined earlier and entered into the Client file.
For a complete list of the five locations in the program where you can
apply this Selection Criteria logic, see:
Appendix A-2
Logic behind Comments/name/city selection
----- Creating your own Help screen for these codes: -----
Instead of writing down the codes for your specific application, a
place exists in the program to contain that data. Also, you can
display those codes and their definitions at any time throughout the
program just by entering one function key!
This industry-specific Help screen can have up to 15,000 characters in
it. To see how this works, examine Appendix O, 'Create your own
industry-specific Help/Data Screen'
Appendix Z:
Create your own fields
[continued]
Miscellaneous or Other Codes:
[move your codes from Client to Activity file]
Let's say that you have created codes as per the logic just described
and have entered them into the Client file. Let's say further that for
purposes of pulling out reports later you want those codes to be
present in each activity record as well.
Precede your codes in the Client file with 'MISC=' and then follow
those codes with ']'. If, for example, you create this code:
SIZE=2000SF
This could mean that the client wants a house with 2,000 square feet.
If you want that code to go into every new activity record created, you
would enter this:
MISC=SIZE=2000SF]
The 'MISC=' designation tells the program that this is a 'Miscellaneous
or Other Code' that you want placed into each activity record. If you
place ']' at the end of your code or codes, then the following will
appear in each activity record:
MISC=SIZE=2000SF
It does not matter where in Comment 1 or 2 this 'MISC=' occurs; nor
does the case matter. 'MISC=' is interpreted that same as 'Misc='.
Appendix A-1
Act Now! [TM] feature:
Act Now! [TM] is a new feature that creates an activity record, if
requested, directly from the Client Add or Get function.
The need for this has become clear in feedback from my customers.
Prior to version 2.645, all client records were added into the Client
file through the Client Add option. Once in the Client file, you could
then add an unlimited number of activities into the Activity file for
any one client. To add the first activity record, though, required that
you leave the Client Add function, exit the Client File, and then go to
the Activity Add screen.
Over time, users began mentioning how cumbersome this process was when
they were adding many client records, each with an initial activity.
The reason these functions are separate is because of a programming
practice used throughout Architect's Helper [TM], modular programming.
These modules or 'blocks' of program code account for the discrete
functionality of each menu and screen.
In any case, with Act Now! [TM], you can now add an initial activity
record for a new client WITHOUT LEAVING the Client Add or Get option!
Observe below the options that appear on the bottom of the screen when
you are adding a client record:
-----------------------------------------------------------------------
'1' to go to next record; '2' to create a new memo for this record, |
Enter a '3' to create one quick label, |
Enter a '4' to 'ACT NOW!' or Activity Now, 1st activity record |
-----------------------------------------------------------------------
If you enter '4', Act Now! [TM] will immediately branch to the first
activity record. You would then be presented with the blank activity
screen, assuming you had entered 'Bill Johnson' data at the client
record, similar to this:
-----------------------------------------------------------------------
Name of contact: Addressed as (Mr., Ms., Miss or Mrs.) :Mr. |
First Name :Bill Last Name :Johnson |
Full Company name of Client : Bill Johnson |
Category Selected 1
Activity date :04/27/1988
Address line one :1211 Elm Street
Address line two :
City :Dallas
State TX Zip code 75433
Phone Number :(214)222-3333
Comments :
|
Next Appointment 01/01/1901 Time : 00:00:00 |
Revenue/Expense from this activity : 0.00 |
-----------------------------------------------------------------------
After you finish entering the activity data, you will then branch back
AUTOMATICALLY to the Client Add function.
Appendix A-2
Logic behind Comments/name/city selection
This feature will SELECT out data for you using a powerful search
criteria. This function should not be confused with options 3 and 4 on
the 'Fast Search Through Data' menu, which only DISPLAYS data to you.
You can select out records from eight key locations in the program with
this powerful selection criteria.
The mechanics of how you do this are explained in:
Appendix Z:
Create your own fields
In summary and recapitulating Appendix Z, you go through a two step
process when you access this selection logic. First, you respond to
this 'Exclusivity of Selection' menu:
---------------------------------------------------------------------
Exclusivity of Selection: |
|
|
False = All Inclusive
Record included if meeting at least ONE search criteria.
True = Mutually Exclusive
Record included only if meeting ALL search criteria at the same time.
|
Enter T or F : [T] |
|
---------------------------------------------------------------------
Once you do that, you are then offered these selection choices:
---------------------------------------------------------------------
Enter those values you wish to select out. |
Any field left blank will include all records in that field. |
|
___________________ [first name]
___________________ [last name]
__________________________ [company name]
__________________________ [city]
___ [state]
____________ [zip code]
_____________________________ [comments, first selection]
_____________________________ [comments, second selection]
_____________________________ [comments, third selection] |
_____________________________ [comments, fourth selection] |
|
[COMMENT1 and COMMENT2 are searched together] |
|
---------------------------------------------------------------------
You can select any one criteria or any number of them in combination
with each other. The 'Comments' field is ideal for entering industry
specific code in your application, as explained in Appendix Z, Create
your own fields.
This powerful logical selection feature is offered in eight locations:
----- First location: -----
The Labels Menu, option 2:
2) Produce labels for all records in Client File
[Select on any Comment,City, State, Zip code in Client file]
----- Second location: -----
Client and Activity Reports, option 4:
4) Select by any Comment,City,State,Zip,Client
[no criteria selected]
----- Third location: -----
[accessed from the Main Program Menu:]
B) Import or Output Data
Import or Output Data Menu, selection 1:
1) Select output criteria for merge file
[no criteria selected]
----- Fourth location: -----
[accessed from the Main Program Menu:]
selection 8
Category Options Menu, option 5:
5) Change category based on COMMENTS,NAME,CITY:
[merge multiple categories into 1 with this criteria]
----- Fifth location: -----
Statements Menu, selection 5:
5) Selection criteria for Statements
[accessed from option 4, Main Program Menu, Revenue/Expense Report]
----- Sixth location: -----
The Labels Menu, option C:
C) 3rd-Class Bulk Mail Sort
----- Seventh location: -----
3) Summarize and Post
[accessed from option 4, Main Program Menu, Revenue/Expense Report]
----- Eight location: -----
3) Unlimited choices in creating activities
[accessed from option D, Main Program Menu, Future Actvities]
Regardless of where you access this SELECTION criteria, the logic is
that same behind each of these seven menus. With it, you have nearly
unlimited versatility in selecting out data for reports, labels, and
word processing form letters.
Appendix A-3
Foreign resellers and distributors:
[appendix not implmented now]
Appendix A-4
Registration Procedure:
----- Foreign Registration -----
If you elect to become a registered user of this commercial grade
software, then you can pay for this program over the telephone with a
credit card by calling U.S.A (214)690-6017.
In the next screen, the program will ask for a validation number from you.
You will receive this number over the telephone from the ACS Credit
Card Registration Hot Line.
This number changes every time you go through this process. Make sure that
you leave the validation number screen in place until you receive the
validation number back from ACS.
You must pay for this program with a credit card. If you do not have one,
go to a friend or colleague, write a personal check to them, and then use
their card for this purchase. ACS is not set up to process checks for
purchases made through our ACS Credit Card Registration Hot Line.
The ACS Credit Card Registration Hot Line will accept either of these
credit cards in payment for this great program: MasterCard, Visa, Diners
Club, Carte Blanche, and American Express.
'Request to Purchase':
When you call, indicate that this is a 'Request to Purchase' and provide
this information:
your 'Random Generated Number', as displayed on the next screen
the credit card name,
the amount in United States dollars,
the credit card number,
the expiration date,
your name, your WORK and HOME phone number.
including area code or STD
Invoice generating module:
Once you input the registration number successfully, this program will
prompt you for the information that it needs for an invoice and will them
print out a two part invoice. The first sheet will be for your records,
while the second one is required for the credit card people and should be
sent back to us, signed.
Our direct dial business\voice line:
2146906017
Between 8 AM and 10 PM Central Standard United States time, you can always
reach the ACS Credit Card Registration Hot Line person through
2146906017. The same international dialing codes apply to this
business\voice line as apply to the FAX number below.
Our FAX number:
2146904782
Our United States FAX number is (214) 690-4782. The '214' is our area code
or STD. To reach us, you must use whatever international dialing codes your
telephone system requires, including any U.S.A. outbound codes specific to
your country. This number, 2146904782, is treated as a normal phone line
and can be reached in the same way that you would dial any phone number in
the United States.
Appendix A-5: Automatically Create Future Activities
Observe option D on the Main Program Menu:
------------------------------------------------------------------------
|
--------------- Client and Activity Tracking System ----------------- |
|
--------------- --------------------- ----------------
| 08/09/1988 | | Please Choose one | | 5:38:25 PM |
--------------- --------------------- ----------------
Main Program Menu for Tuesday, August 9, 1988
-- Records: --
[ 20 ] 1) Client File and Mailing Labels
[ 61 ] 2) Activities File and Proposals/Invoices
3) Reports for Clients and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Quick Stats [TM]
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now On ]
B) Import or Output Data
C) Economic Value of the Portfolio of Clients
D) Automatically Create Future Activities
|
X) Exit System |
Category Selected [defaults to ALL]: ALL |
------------------------------------------------------------------------
Once you select option D, you will see the next menu:
------------------------------------------------------------------------
Automatically Create Future Activities |
========================================================== |
| Tuesday, August 9, 1988 | |
----------------------------------------------------------
| |
| 1) Create future activities |
| [by day of week or day or month] |
| 2) Create future activities by yearly date |
| 3) Unlimited choices in creating activities |
| |
| H) Help |
| |
| |
| R) Return to prior menu | |
| | |
========================================================== |
---------------------------------------------------------------------------
Select either option 1, 2, or 3 from the Menu to Automatically Schedule
Future Activities.
Automatically Schedule Future Activities:
Overview
This feature is useful is scheduling multiple activities automatically
for clients who require frequent and periodic appointments.
At this menu, you have three options:
"1) Create future activities"
"[by day of week or day of month]"
"2) Create future activities by yearly date"
"3) Unlimited choices in creating activities"
==============
| OPTION 1: |
==============
1) Create future activities
[by day of week or day of month]
This option will allow you to create multiple activities in the future.
With this option, you can generate one activity every 3 weeks for 18
months for one client. Another possibility is to make activities every
day for a 3 week period. A third example would be to create activities
on alternating Thursdays for one client for 24 months. You can elect
to make those activities on a day of the week, such as every third
Thursday, or on a date of the month, such as making activities on the
1st, 5th, and 18th of every month for one client.
This option will automatically create for you activities in the future,
based on your input. You can input the following variables:
1) Start Date of your activity period.
2) End date of your activity period.
3) Day of week or date of month on which activity will occur.
4) Cycle of activities (weekly, every 2nd week, every 3rd week).
You can also delete a set of prior activities that you had created
automatically with this option.
==============
| SCREEN 1: |
==============
============ Add/Delete Option ============
At this menu, you can elect to either add records automatically or to
delete former activity records that you had created automatically.
If you elect to delete former activity records, you can think of this
procedure as the reverse as adding them. You will be prompted for most
of the same information as you were when you originally created them.
The program can sense the different between records that you manually
enter into the activity file and those created automatically in this
module. If it finds two of these records having been created on the
same day, you will be notified at the screen and neither will be
deleted.
==============
| SCREEN 2: |
==============
Now select the day of the week on which you wish the activity to
occur. Use the following codes:
1 = Monday
2 = Tuesday
3 = Wednesday
4 = Thursday
5 = Friday
6 = Saturday
7 = Sunday
8 = Everyday (7 days a week)
9 = Day of week not relevant,
select future activities by date of month.
[You can select up to 10 different dates during
any one month, such as scheduling an activity
for the 10th, 15th, and 25th.]
As the program creates your activity records automatically, it can also
enter a 60 character message from you into the comments field.
==============
| SCREEN 3: |
==============
If you selected option 9 in Screen 2, then this screen would appear.
From it, you can select up to 10 days from which to generate
activities. As those days occur during the period you have selected
earlier, this program will generate an activity record on that date.
For example, if you enter '1, '2', and '6', then you will automatically
create an activity on the 1st, 2nd, and 6th of every month that falls
within your range.
==============
| SCREEN 4: |
==============
If you had selected option 1 through 7 on Screen 2, then you would
branch to Screen 4. At this menu, you select the weekly frequency at
which your future activities will be scheduled. If you input a '1',
then an activity will be scheduled every week. A '2' means every two
weeks; a '3' means an activity will be scheduled every three weeks.
You can enter any number. If you enter '13', then the program will
schedule your activities every 13 weeks.
==============
| OPTION 2: |
==============
2) Create future activities by yearly date
With option 2, you can elect to create an activity on any date in the
future, for as many years as you wish. If, for example, you want to
create an activity record that occurs every '06/28', then option 2 will
do this for you. All leap years, of course, are taken into account in
this option.
==============
| SCREEN 1: |
==============
At this screen, you would enter the number of years into the future
that you want this activity scheduled.
==============
| SCREEN 2: |
==============
At this screen, you would select the calendar date on which you wish
the activities to occur.
==============
| OPTION 3: |
==============
"3) Unlimited choices in creating activities"
This selection gives you unlimited flexibility in creating activity records
into the future using a number of powerful criteria.
First, it asks to select the date range, if any, of the existing records
you wish to use. By date, this step means the date that the record was
entered into either the Client or Activity file. Then the program asks
you: "Do you wish to use the selection criteria menu to create records?"
If you answer 'yes' to use the selection criteria menu, then option 3 will
ask you which of the two files you wish the 'criteria selected' to be used
against: Client or Activity file.
Appendix A-6
User Beware - Caveat Cliente !
Tips for database survival:
Steps to maintain your sanity and the high level of performance of this
program:
1) Back up your data periodically. Using the Automatic backup option
contained in this program, you are guaranteed restoring your data
should the operating system or hard drive fail. For more information
on this process, see:
Appendix P:
Automatic Data Back-up upon exiting the program
2) Adopt a strategy for your backup disks. A simple two-disk,
rotating procedure will save you grief later if you experience a hard
drive crash.
Format two disks and label them 'Backup 1' and 'Backup 2'. Place a
write-protect tab on 'Backup 2' and put that disk into your software
vault. Use the other disk, 'Backup 1', for your routine automatic
backups. Periodically, examine that disk with a 'DIR' command to see
if it is filling up with your data.
You could make a mental note that the backup disk WITHOUT a write-
protect tab is the 'Production Backup Disk'. As it becomes full, place
a write-protect tab on that disk and put it into the software vault.
Take the disk that had the write-protect tab and remove it. Then
reformat that disk and begin using it as the 'Production Backup Disk'.
You need not keep any elaborate lists of what data is on which disk.
As long as you see a disk WITH a write protect-tab, you will know that
this one belongs in the software vault. The disk WITHOUT the write-
protect tab is the 'Production Backup Disk'.
The data, by the way, is squeezed together on each date on which you
make a backup. If, for example, you backed up data on September 15,
1986, then you would observe this file on your backup disk:
0915ACS.ARC. The '09' reflects the month of the backup, while the '15'
shows you the date. 'ACS' is my company name, while 'ARC' shows that
this is an Archive file. The program does not perform an incremental
backup. Every 'ARC' file is a self-contained image of ALL the progam's
data on that date. Why are multiple backups necessary? Experience has
shown that when a hard drive goes down, its' controller is often bad
PRIOR to the last backup. If this happens, the most recent backup may
be corrupted and you would then be forced to use the backup prior to
that one.
3) Anticipate hard drive problems. If a bad sector exists on your
hard drive, the operating system has no way of avoiding doing
read/write to the corrupted area. Any database program will, by
definition, access much data during the execution of its main program.
If a bad sector resides on your hard drive, the operating system may
periodically and at random write to that area. Corrupted data,
indexes, and memory files often come from this one cause.
A number of utilities exist that will test every sector on your hard
drive for corruption. Once identified, those sectors are 'marked'
inactive in the directory and will not be accessed anymore. The best
among this group is Peter Norton's [TM, Peter Norton Computing, Inc.]
DISKTEST.COM. You will find this utility when you purchase his Norton
Utilities - Advanced Edition [TM, Peter Norton Computing, Inc.]. Any
active database user should use this utility at least every month, if
not every week.
Let's say your hard drive is C:. The syntax to check for bad sectors
is:
DISKTEST C:
If the utility asks you for 'Disk test or File test', indicate that you
want a 'Disk test' by entering a 'D'. [note that DISKTEST.COM is
sometimes identified by its' short name of DT.COM.]
For more information on this product, call Peter Norton Computing,
Inc., at:
End User Sales:
(800) 365-1010
(213) 319-2030
FAX (213) 458-2048
4) Do not use any 'front end' program that branches to Architect's
Helper [TM] and then returns back once Architect's Helper [TM] is
finished. This type of program resides in memory. It may conflict
with Architect's Helper [TM] and it will reduce the amount of memory
available for Architect's Helper [TM]. An example of a 'front end'
program is AUTOMENU [TM].
5) Maintain a clean File Allocation Table [FAT] in your directory.
The operating system is continually opening and closing files. In a
large database program, this activity is intensified. If you restart
the computer while the operating system has some files open, it
'forgets' to close them. These 'forgotten' file closings can cause a
problem when you later continue the cycle of opening and closing files.
The command to 'close' these files is:
CHKDSK /F
Good directory and FAT hygiene dictates that you do this weekly if you
use a database program often.
Definition of 'System Error':
An Architect's Helper [TM] System Error occurs when, in the course of
running the program, you see this error on the top right of the screen:
Continue?
Procedure for dealing with a 'System Error':
First, enter an 'N' to quit. This will return you to the drive where
the program is located. Second, delete the 'DEFAULT.MEM' file. This
will clear out all memory variables and will force re-installation.
Third, delete all files ending 'NTX'. These are indexes and will be
rebuilt automatically when the program senses that they are missing.
Fourth, make sure that no memory resident or 'front end' programs are
loaded into memory. If they are, remove them from the 'AUTOEXEC.BAT'
file and re-start the computer.
Once these four steps are performed, restart PROGRAM.EXE with 'GO'.
'GO.BAT' resides in \ARCHITEC.ACS and, in turn, invokes PROGRAM.EXE.
You will be greeted with the Installation menu. Follow its'
instructions and restart the computer as per the instructions of the
Installation menu. After bringing up PROGRAM.EXE the second time, the
program will sense that the indexes are missing and will, accordingly,
rebuild all of them. After you arrive at the Main Program Menu, select
Option 5, Other Options. Once at this menu, select number 9: Repack
and Reindex files.
These steps will complete the 'System Error' recovery procedure. If
your data is corrupted at this point, then you must restore the most
recent backup as per:
Appendix P:
Automatic Data Back-up upon exiting the program
Memory issues:
You cannot branch into this program from another program or menuing system.
If you are using any kind of front end menu, such as Automenu[TM], the
program will be unable, in time, to read its files. Go into \ARCHITEC.ACS
and execute this utility:
CD \ARCHITEC.ACS
MEMORY <========= you enter this
program responds
with this =====> Machine is 14 % full. 555 bytes are free.
Observe the '% full' number. It should be between 8 and 16%. If higher
than that, you have something loaded into memory that is conflicting with
the program. Remove it until the '% full' number is reduced to between 8
and 16.
To rebuild corrupted indexes:
Let's say that you are entering data and your power circuit has a voltage
surge, thereby locking up your computer. When you power up again, your
indexes may have become corrupted and either you cannot go into the program
or the data files become unreadable. If that happens, use this procedure
in \ARCHITEC.ACS:
DEL *.MEM <===== you enter these
DEL *.NTX <======
GO <====== 'GO' invokes PROGRAM.EXE
At this point, the Installation menu will appear, indicate that you are on
a hard drive and follow the instructions. The program will then recreate
all the old indexes and attempt to read the old registration files.
Alternate methodology to rebuild corrupted indexes:
Look in \ARCHITEC.ACS and execute this command:
DIR *.BAT
If you see a file named "CRISIS.BAT", then invoke this file instead of the
prior procedure. It accomplishes the same thing.
CRISIS <========= you enter this
Hard drive issues:
It takes 10 to 15 minutes for the hard drive and controller to warm up.
If you power the computer on and off every day, eventually you will have
read/write problems. Either give the computer at least 15 minutes to warm
up before going in the program, or leave the computer running around the
clock, but turn off the monitor when you leave at night. If left on day
and night, the hard drive and mother board will actually run better and
longer.
Appendix A-7
Selection Criteria Menu
[Select out records by characters, values, or 'tag']
The program gives you the ability to select records based on your
selection criteria in eight places. These locations are covered in:
Logic behind Comments/name/city selection..................Appendix A-2
[select out records in 8 different places in program]
Appendix A-7 will define your selection criteria choices at the
Selection Criteria Menu below:
--------------- Client and Activity Tracking System ----------------- |
|
Selection Criteria Menu |
===================
----------------------------------------------------------
| Thursday, January 26, 1989 |
----------------------------------------------------------
| 1) Select by character: character used randomly|
| [comments, first/last name, company, city] |
| |
| 2) Select by value or range of values: |
| [Revenue/Expense, Category, zip,economic value] |
| 3) Select All 'tagged' records |
| |
| 4) Select by character: leftmost character used |
| [first/last name, company, city] |
| |
| H) Help |
| |
| R) Return to prior menu |
| | |
---------------------------------------------------------- |
----------------------------------------------------------------------- |
Overview for "Exclusivity of Selection",
common to Options 1 and 2
"Exclusivity of Selection:"
In the first menu, "Exclusivity of Selection", you must select whether
you want only those records to be selected that have all sets of codes
in every record or select records regardless of the number of matches
made per record, as long as at least one match is made in any one
record that is selected.
True [or T] means all matches have to be made in any one record for it
to be selected. False [or F] means that as long as one match is made
in that record, it will be selected.
==============
| OPTION 1: |
==============
1) Select by character: character used randomly
[comments, first/last name, company, city]
Selection Process:
Second Menu:
Comment Selection
At the screen after "Exclusivity of Selection", you can input up to 4
sets of codes or phrases that you entered previously in the COMMENTS
field. You can enter any word, phrase, or code on which to base your
selection. If left blank, all records will be printed out. If you make
an entry there, the program will search through the comments and select
out only those records that have your word or phrase in the comments
section.
You can also select by any combination of first name, last name,
company, city state, or zip code.
[Note that you can have up to 4 different codes or phrases entered
here and all records will be pulled which have any one of them or any
combination of them]
If you place one character in the last name, such as 'L', then all
records that have the letter 'L' occurring anywhere in the last name
will be selected. If you wish only those records to be selected that
begin with 'L', then you must use selection 4 below.
==============
| OPTION 2: |
==============
2) Select by value or range of values:
[Revenue/Expenses, Category, Zip, Economic Value]
The comments from option 1 on "Exclusivity of Selection" apply here
also.
Where option 1 makes your selection based on character or characters
inputted, option 2 will do this based on values or a range of values.
With this option, for example, you can select out a range of zip codes
or categories.
==============
| OPTION 3: |
==============
3) Select All 'tagged' records
Whenever you are in the Client file, Get option, you will observe this
on the bottom left of your screen:
F2 Tag/
Untag
By entering this key repeatedly, you can make any individual record
'tagged' or 'not tagged'. By default, ALL records are 'not tagged.
When you enter 'F2', you will see 'Tagged Record' appear on the top of
the screen of the record you are examining.
Also, while in the Activity file, Get option, you can see this
description on the bottom left:
F5 = Tag
If you enter F5 repeatedly, you will observe the 'tagged' status appear
on the top line of the record.
This ability to individually select out records is independent of any
codes you enter into the Comments fields or any other selection
criteria.
When you wish to 'untag' all records, go to the Other Options Menu and
observe option:
4) 'Untag' records
==============
| OPTION 4: |
==============
4) Select by character: leftmost character used
[first/last name, company, city]
If you wish to select only those records that BEGIN with the letter or
letters you enter, then this selection will retrieve those records that
start with the leftmost character or characters you requested.
Appendix A-8:
An Alternate Strategy for creating Invoices or Proposals
from memos in the Activity file
Overview:
Why would you use this strategy when Appendix B describes how to
create Proposal/Invoices? The invoices created through Appendix B are
in the nature of quick, single sheet forms. It supports a highly
simplified form that is adequate for many people. Once you create that
invoice, no record is retained.
This alternate strategy, however, allows you to create invoices or
proposals of much greater flexibility, of your own design, and of up to
15,000 characters in length. Additionally, a record is maintained in
each activity record that allows you to later retrieve it or to search
for key words that appear in its text via the Search Through Data Menu.
Using the Memos available to you in each activity record, you can
create printed Invoices or Proposals for the signatures of your
customers. Later, you can recall and review any Invoice or Proposal
from the historical activity records.
== Procedures ==
Using your word processor, create a Invoice or Proposal Template that
contains the skeleton of your Invoice or Proposal. Included in this
Template should be a signature block for your customer, if required in
your business. All information specific to that activity should in a
'fill-in-the-blanks' format that you can complete later once you create
the activity memo.
Once complete, convert this Invoice or Proposal Template to an ASCII
file if it is not already in this format.
Move the Invoice or Proposal Template into the \ARCHITEC.ACS
subdirectory. Let's say that you have assigned this name to it:
'INVTMP', for Invoice or Proposal Template. When you create a new
Activity record, go to the Memo Options menu.
===Custom Memo for Accounting & Tax Service==
Memo Options Menu
===============
==========================================================
| Tuesday, September 22, 1987 |
----------------------------------------------------------
| 1) Edit the existing memo or create a new one |
| 2) Output the memo to a text file |
| 3) Input a text file into this memo |
| [overwrite existing memo] |
| 4) Input an external text file into this memo |
| [append to existing memo] |
| 5) Set Left and Right Margins: |
| 5 75 |
| 6) Toggle Edit Screen Code Help [Now On ] |
| 7) Print options [Printit v3.5 [TM]] |
| 8) Create Quick Memo [TM] |
| |
| R) Return to Activity record |
==========================================================
In the Memo Options Menu, execute option 8:
8) Create Quick Memo [TM].
The complete instructions for this feature are contained in:
Appendix K-III:
Quick Memo [TM]
After Quick Memo [TM] is successfully created, observe option 3:
3) Input a Text file into this memo.
After you select this option, enter 'INVTMP' as the text file that you
wish to Input into this memo. Once this operation is complete, observe
option 1:
1) Edit the existing memo or create a new one
Select this option and you will then see your Invoice or Proposal
Template spread out before you. Using the PgUp and PgDn keys,
navigate around this memo and fill in the blanks of this Invoice or
Proposal Template until you are satisfied that it is complete.
Once the Invoice or Proposal Template in this memo is finished, exit
the memo with CONTROL-W. These keystrokes will save those additions
that you have added to the Invoice or Proposal Template in this
specific memo.
After saving your additions to the memo, observe this option on the
Memo Options Menu:
7) Print options
Select option 7 to then print out this completed Invoice or Proposal.
Appendix A-9:
3rd Class Bulk Mail sorting
[all rates current January, 1989]
Overview:
The U.S. Postal Service gives a special rate to users of 3rd Class Bulk
Mail. To qualify for this rate, the U.S. Postal Service requires that you
turn over to the Bulk Mail clerk your letters or flats in a special 3rd
Class Bulk Mail sort and enclosed in 3rd Class Bulk Mail sacks.
The savings can be dramatic. A three ounce letter going first class costs
$.65, while the same letter going 3rd Class Bulk Mail costs $.167, a 74
percent savings. Stated another way, what you would spend to mail 1,000
three ounce packages first class will pay for 3,900 of the same packages if
you have the 3rd Class Bulk Mail rate. To see their comprehensive
overview, contact the USPS and ask for Publication 49: "Third-Class Mail
Preparation."
==============
| OPTION 1: |
==============
1) 3rd-Class Bulk Mail Sort, All records
Option 1 will perform a five-level Bulk Mail sort against all records in
the currently selected category. If no category is selected, then all
records across all categories will be sorted.
==============
| OPTION 2: |
==============
2) 3rd-Class Bulk Mail Sort
[sort only new records added after last sort]
This option is similar to options 3 and 4 on the prior menu:
Options for Labels Management
3) Do labels for those records added since this was selected last.
[pushing option 4 resets all records to unposted]
4) Reset all records to an unposted state
If you read the Help screen on the Labels Management menu for options 3 and
4, you will then understand how selection 2 works on this menu. This
selection will perform a Bulk Mail sort on only those records added since
this option was selected last, subject to Category selection criteria, if
any. To restore records to an 'Unposted' state, return to the prior menu
and select option 4:
4) Reset all records to an unposted state
==============
| OPTION 3: |
==============
3) Selection criteria, if any
A discussion of the Selection criteria menu is contained in the Output
section below. Also, the options available in the Selection Criteria menu
are covered in Appendix A-2.
==============
| Output: |
==============
This program will provide you:
1) the correct five level sort required by the U.S. Postal Service
to qualify for 3rd Class Bulk Mail rates.
2) a Shipping Manifest for the U.S. Postal Service.
3) your labels printed in the correct 3rd Class Bulk Mail bundles.
Acquiring a 3rd Class Bulk Mail permit:
Contact the Bulk Mail clerk at your nearest post office. Tell him or her
that you wish to acquire a "Permit to Use Precancelled Stamps or
Envelopes." You will fill out PS Form 3620, pay $60 for one year's use,
and receive a permit number. Request the Bulk Mail clerk to provide you
with these labels:
PS Blue label "F"
PS Red label "D"
PS Green label "3"
PS Orange label "S"
PS Tan label "MS"
The U.S. Postal Service can then sell you precancelled stamps in rolls of
500 units.
Procedures:
Every time you leave 3rd Class Bulk Mail sacks with the Bulk Mail clerk,
you will be required to fill out PS Form 3602-PC, "Statement of Mailing
Bulk Rates." On side B, indicate that you want '3rd Class, Basic.' This
rate will cost you $.167 for the first 3.3 ounces. The 'number of
qualifying pieces' on PS 3602-PC is derived from the 'Shipping Manifest',
created by this program.
Mailing requirements and physical considerations:
You are required to mail a minimum of 200 pieces per mailing. For letters,
the maximum size is 11 1/2 " by 6 1/8" by 1/4". Each bundle of letters or
flats must be wrapped with rubber bands, with no single bundle exceeding
four inches.
Logic of 5 Level Sort:
-- Level 1 --
10 or more pieces to the same firm. Affix PS Blue label "F".
-- Level 2 --
10 or more pieces to the same five digit zip code. Affix PS Red label "D".
-- Level 3 --
10 or more pieces to the same three digit zip code. Affix PS Green label
"3".
-- Level 4 --
10 or more pieces to the same state. Affix PS Orange label "S".
-- Level 5 --
All remaining pieces constitute the Mixed State Package. Affix PS Tan
label "MS".
Each bundle of 10 or greater is removed from the stack. When all bundles
have been removed after performing the sort across one level, then the
logic of the next higher level is applied against the remaining pieces in
the stack.
Note that if a single bundle is greater than 4 inches, the U.S. Postal
Service requires that you split that bundle into the necessary number of
bundles to satisfy the 4" rule, then affix the appropriate label to the
front of each bundle.
Observe option "C" on the Labels Options menu below:
----------------------------------------------------------------------- |
--------------- Client and Activity Tracking System ----------------- |
|
Options for Labels Management
-- Make sure your printer is on line before choosing --
---------------------
| Please Choose One |
---------------------
1) Generate one label for last record searched or added
[no Client record recently accessed]
2) Produce labels for all records in Client File
[Select on any Comment,City, State, Zip code in Client file]
3) Do labels for those records added since this was selected last.
[pushing option 4 resets all records to unposted]
4) Reset all records to an unposted state
5) Generate labels for a zip code or range of zip codes
6) Make labels for a letter or range of letters in Company name
7) All labels, sorted zip codes
8) Insert phone number into labels [default =OFF] [now Off]
9) Activate 'Zip+4' feature in zip code [Zip+4 On ]
A) Send labels to printer or text file, VIEW.TXT [send to Printer]
B) Select size of Label [Standard, 3 1/2" by 15/16", 1 across]
C) 3rd-Class Bulk Mail Sort
H) Help |
R) Return to prior menu |
----------------------------------------------------------------------- |
Once you have selected option C, you will then see this 3rd Class Bulk Mail
menu:
----------------------------------------------------------------------- |
--------------- Client and Activity Tracking System ----------------- |
|
3rd-Class Bulk Mail Sort Menu
===================
----------------------------------------------------------
| Thursday, January 26, 1989 |
----------------------------------------------------------
| |
| 1) 3rd-Class Bulk Mail Sort, All records |
| |
| 2) 3rd-Class Bulk Mail Sort |
| [sort only new records added after last sort] |
| |
| 3) Selection criteria, if any |
| [no criteria selected] |
| H) Help |
| |
| R) Return to prior menu |
| | |
========================================================== |
----------------------------------------------------------------------- |
If you wish to apply any selection criteria to this 3rd Class Bulk Mail
sort, then you would select option 3: Selection criteria. The options
available in the Selection Criteria menu are covered in Appendix A-2.
Additionally, the Selection Criteria menu has its own Help file, as below:
----------------------------------------------------------------------- |
--------------- Client and Activity Tracking System ----------------- |
|
Selection Criteria Menu |
===================
----------------------------------------------------------
| Thursday, January 26, 1989 |
----------------------------------------------------------
| 1) Select by character: character used randomly|
| [comments, first/last name, company, city] |
| |
| 2) Select by value or range of values: |
| [Revenue/Expense, Category, zip,economic value] |
| 3) Select All 'tagged' records |
| |
| 4) Select by character: leftmost character used |
| [first/last name, company, city] |
| |
| H) Help |
| |
| R) Return to prior menu |
| | |
---------------------------------------------------------- |
----------------------------------------------------------------------- |
In any case, once you select option 1, 3rd-Class Bulk Mail Sort, from the
3rd-Class Bulk Mail Sort Menu, the program will then print out your labels
in the correct 3rd Class Bulk Mail sort.
To determine where one bundle starts and another ends, observe this first
label from a recent 3rd Class Bulk Mailing:
------------------------------------------
Mr. Wendell Adams [Orange lbl S: 10] |
Adams Software |
801 Henryetta |
Suite 2 |
Springdale, AR 72764 |
------------------------------------------
The text to the right of the name in brackets tells you that this bundle
contains 10 pieces and to use Orange Label "S". This label is the first
of those ten pieces, while the remaining nine in this bundle immediately
follow this one.
Below are codes as they appear in brackets, and their meaning:
Codes: Meaning:
PS Blue label "F"
[Red lbl D: ] PS Red label "D"
[Green lbl 3: ] PS Green label "3"
[Orange lbl S: ] PS Orange label "S"
[Tan MS lbl: ] PS Tan label "MS"
The number to immediate right of the colon inside the bracket tells you the
number of pieces in this bundle, counting this one. Observe that PS Blue
label "F" is not implemented in this program. This has no empirical
bearing on the U.S. Postal Service requirements since the program must have
one unique name for every company. In any case, in those few instances of
your having at least 10 multiple records for the same company, the program
has no way of knowing if they all belong to the same physical address--a
U.S. Postal Service requirement for label "F".
Architect's Helper [TM] also creates 'MANIFEST.3RD', a text file that is a
Shipping Manifest. You can print this out after you leave the program and
present it to the Bulk Mail clerk. The same analysis appears on the screen
at the completion of the printing of the labels and is reproduced below:
----------------------------------------------------------------------- |
Shipping Manifest: |
[Analysis of Third Class Bulk Mail] |
Total Pieces, Level 2: 72
Number of Bundles: 6
Total Pieces, Level 3: 76
Number of Bundles: 5
Total Pieces, Level 4: 53
Number of Bundles: 5
Total Pieces, Level 5: 30
Number of Bundles: 1
Total Pieces, all Levels:
231 |
[This Shipping Manifest is duplicated in text file 'MANIFEST.3RD'] |
----------------------------------------------------------------------- |
Appendix A-10:
The Flash Report [TM]
The Flash Report [TM] is a powerful new feature that displays to you
all associated activities for any one client while at the Client Get
screen. Prior to version 3.0, while talking to a client or client, you
might locate that person's record in the Client file, Get option. You
might then exit the Client Menu, go to the activity file and then look
up all corresponding activities.
Now, you can acquire all of this information without ever leaving the
Client file, Get option. While looking at the person's record, you
will observe 'F7 The Flash Report [TM]' on the bottom of this screen:
===========================================================================
Date 04/15/1986 |
Name of contact: Addressed as (Mr., Ms., Miss or Mrs.) :Mr. |
First Name :John D. Last Name :Cauble, Jr. |
Full Company name of Client : Accounting & Tax Service
-- Address of Client -- Salutation: John D.
Address1 :11056 Shady Trail
Address2 :Suite 101
City :Dallas
State TX Zip Code [Zip+4] 75229- 0
Phone Number :(214)357-5454
Comment one :He is the accountant who does some work for Lolir Lectronics
Comment two :(also call (214) 357-5461)
Referred by: Priority, if any: 0
Date Revenue/Expense last summarized:01/01/1901
Summary of Revenue/Expense for this Client, all activities 0.00
Category Selected 1
Economic Value: 15000
F2 Tag/ Enter N for Next, P for Previous F6 Act Now[TM] Return Exit
Untag S for Search, M for more commands F7 Flash Report [TM]
F3 Quick Label[TM] F4 Memo Options F8 Dial Phone F9 Hang up Phone |
========================================================================== |
If you enter 'F7' all activities associated with this record in the
Activity file will be presented to you in a report in about 2 seconds!
This report is called 'The Flash Report [TM]' and allows you to see all
activities as well as browse through them before returning to the
screen above.
This feature is also available on the Callback Menu. See Appendix Q:
Using the CALLBACK feature in the Activity file..............Appendix Q
['Stack' and 'Point and Shoot' processing options]
Appendix A-11:
Quick Stats [TM]
This remarkable new option will give you a quick statistical overview
of your records. Once selected at the 'Fast Search through Data' menu,
this option will display the occurrence of each unique type of record
for these criteria:
1 = First Name
2 = Last Name
3 = Category
4 = Phone Number, by area code
5 = Zip Code
6 = State
7 = City
8 = Street Name
[taken from address line 1, assumes first space
that follows number is the start of the street name]
9 = Find and Count codes or characters in Client File
10 = Find and Count codes or characters in Activity File
11 = Priority
12 = Tagged Records
In the test data, for example, if you selected Quick Stats [TM] for
first name, you would then see:
---------------------------------------------------------------------
First Name Alan is contained in 1 record. |
First Name Alyce is contained in 1 record. |
First Name Ben is contained in 1 record. |
First Name David is contained in 1 record.
First Name Doug is contained in 1 record.
First Name Hugh is contained in 1 record.
First Name John D. is contained in 1 record.
First Name Rex is contained in 1 record. |
First Name Steve is contained in 1 record. |
First Name Tom is contained in 1 record. |
---------------------------------------------------------------------
If you select Quick Stats [TM] for last name, you would see:
---------------------------------------------------------------------
Last Name Beard is contained in 1 record. |
Last Name Cauble, Jr. is contained in 1 record. |
Last Name Clary is contained in 1 record. |
Last Name Evilsizor is contained in 1 record.
Last Name Fisher is contained in 1 record.
Last Name Lin is contained in 1 record.
Last Name Lolir is contained in 1 record.
Last Name Quach is contained in 1 record. |
Last Name Scotkin is contained in 1 record. |
Last Name Takiff is contained in 1 record. |
---------------------------------------------------------------------
Appendix A-12:
'Background' Options
Overview
The 'Background' Options are available to you anywhere in the program by
entering 'F1'. Regardless of where you are, the 'Background' Options are
always 'in the background', awaiting your next request.
Once you enter 'F1', you will see the 'Background' Options Menu:
==========================================================================
'Background' Options: |
------------------- |
========================================================== |
| Friday, September 22, 1989 |
----------------------------------------------------------
| |
| 1) Industry-specific Help Screen [ now Off] |
| 2) Fast Runner [TM] options [ now Off] |
| 3) Calendar Options Menu |
| 4) Reset modem registers |
| 5) Calculator |
| 6) Exit to DOS |
| 7) view most recent VIEW.TXT |
| 8) 'LIST' features |
| 9) Labels Management Menu |
| H) Help |
| |
| R) Return to prior menu | |
| | |
========================================================== |
===========================================================================
==============
| OPTION 1: |
==============
1) Industry-specific Help Screen [ now Off]
The Industry-specific Help Screen is covered in:
Create your own industry-specific Help/Data Screen...........Appendix O
In order for option 1 to be accessible, you must observe if it is turned
on. This is evidenced by [ now On] appearing on the far right of its
line. If you see that it is [ now Off], go to the Main Program Menu and
look at option A:
A) Create an on-line Help/Data screen [ now Off]
After you select option A, you will observe:
8) Activate Help\Data option [Now Off]
Make sure that you have selected number 8 to be [Now On].
Appendix A-12:
'Background' Options
[continued]
==============
| OPTION 2: |
==============
2) Fast Runner [TM] options [ now Off]
The Fast Runner [TM] options are covered in:
Fast Runner [TM] Options...................................Appendix A-13
If you observe that Option 2 is [ now Off], go to the Main Program Menu,
and select Option E:
E) Fast Runner [TM] Options [ now Off]
At the Fast Runner [TM] Options Menu, you will see Option 4:
4) Turn Fast Runner [TM] on or off: [ now Off]
Toggle this option until [ now Off] becomes [ now On].
==============
| OPTION 3: |
==============
Calendar Options Menu:
Contains two types of calendars: day of the week for any 4 week
period or perpetual calendar, with holidays.
==============
| OPTION 4: |
==============
4) Reset modem registers
If you are branching back from an external communcations program after
having invoked Fast Runner [TM] and you observe that your dialer functions
no longer work, then this option will reset the modem registers to the
condition they were before.
Appendix A-12:
'Background' Options
[continued]
==============
| OPTION 5: |
==============
5) Calculator
This on-line calculator looks like a modern day ten key, with memory.
==============
| OPTION 6: |
==============
6) Exit to DOS
This selection will drop you into the operating system. Be sure to enter
'EXIT' to return to that point where you first invoked 'Background
Options.'
==============
| OPTION 7: |
==============
7) View most recent VIEW.TXT
This option allows you to look at the last report you sent to a disk file,
'VIEW.TXT'. When you are at the various report menus, you have the option,
just as you are about to print out the report, of sending that report to a
disk file instead. Option 8, Other Options Menu, and selection 7 on this
menu, the Background Options Menu, are the two places where you look at the
most recent report that you sent to the disk.
Appendix A-12:
'Background' Options
[continued]
==============
| OPTION 8: |
==============
8) 'LIST' features
LIST
A File Viewing and Browsing Utility
Version 7.5 September 1990
Licensed Material. Unauthorized distribution is prohibited.
(c) Copyright Vernon D. Buerg 1983-90. All rights reserved
This utility is used throughout this program to browse or view various
reports and Help screens. The commands presented here are for your
information should you wish to go beyond the passive view or browse
function it performs.
==============
| OPTION 9: |
==============
"9) Labels Management Menu"
With this selection, you can branch to the Labels Management Menu to make
any desired changes in the way your labels are set up, then come right back
to that portion of the program where you were printing labels.
Appendix A-13:
Fast Runner [TM] Options
Overview:
This option gives you the functionality of a multi-tasking environment
without incurring any extra expense or having any headaches or hassle.
Many multi-tasking or windowing-like operating systems will not let you run
most standard DOS programs. Among those programs that will run, you can
experience significant loss of performance.
With Fast Runner [TM], you can build a menu with up to 20 of your own stand
alone programs, such as a spreadsheet, word processor, or a communications
program. At any time thereafter, you can invoke Fast Runner [TM] by
entering 'F1'. Once invoked, your Fast Runner [TM] menu will present you
with 20 options. Selecting any one of them will cause Architect's Helper
[TM] to open a 450KB 'window', run your program, and then return to the
point where you originally invoked Fast Runner [TM].
As your program is run through the Fast Runner [TM] menu, you will observe
no degradation in its performance.
At the Main Program Menu, observe option E) Fast Runner [TM] Options:
===========================================================================
--------------- --------------------- ---------------- |
| 09/21/1989 | | Please Choose one | | 09:04:59 am | |
--------------- --------------------- ---------------- |
Main Program Menu for Thursday, September 21, 1989
-- Records: --
[ 10 ] 1) Client File and Mailing Labels
[ 17 ] 2) Activities File and Proposals/Invoices
3) Reports for Clients and Activities
4) Revenue/Expense Report and Statements
Lowest Category: 5) Other Options
[ 1 ] 6) Search Through Data, Memos, Memo Status
7) Appointments and List of Priorities
Highest Category: 8) Select, Move, Delete, and Undelete Category
[ 1 ] 9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now On ]
B) Import or Output data
C) Economic Value of the Portfolio of Clients
D) Automatically Create Future Activities
E) Fast Runner [TM] Options [ now Off] |
X) Exit System |
Category Selected [defaults to ALL]: ALL |
===========================================================================
Once option E is selected, you will observe the Fast Runner [TM] Options
Menu:
===========================================================================
Fast Runner [TM] Options: |
------------------- |
========================================================== |
| Thursday, September 21, 1989 |
----------------------------------------------------------
| |
| 1) Look at existing Fast Runner [TM] selections |
| |
| 2) Add to or Modify your selections |
| |
| 3) Delete any single Fast Runner [TM] option |
| |
| 4) Turn Fast Runner [TM] on or off: [ now Off] |
| |
| H) Help |
| R) Return to prior menu | |
| | |
========================================================== |
===========================================================================
==============
| OPTION 1: |
==============
1) Look at existing Fast Runner [TM] selections
Once option 1 is selected, you will observe these fields:
OPTION MENU_TITLE OFF_ON DRIVE DIRECTORY EXE_COM
OPTION = Selection #, MENU_TITLE = Fast Runner [TM] menu title,
OFF_ON = whether option is turned off or on, DRIVE = disk drive for program,
DIRECTORY = directory of program, EXE_COM = name of '.EXE' or '.COM' file
The partial display below will show these fields for all 20 of your
selections. You are not required to avail yourself of every option, only
those that you want to use.
===========================================================================
Use arrows to browse. When finished, enter either 'ENTER' or 'ESCAPE': |
|
OPTION MENU_TITLE OFF_ON DRIVE |
=========================================================================
1 | Communications | T | E:
2 | Word processing | T | D:
3 | Spreadsheet | T | C:
4 | | F |
5 | | F |
6 | | F |
7 | | F |
8 | | F |
9 | | F |
10 | | F |
11 | | F | |
12 | | F | |
13 | | F | |
===========================================================================
==============
| OPTION 2: |
==============
2) Add to or Modify your selections
Once option 2 is selected, Fast Runner [TM] goes through these six steps:
A) Do you want to add to or modify an existing option in Fast Runner [TM]
[enter 'T' for true; 'F' for false, or when finished adding/modifying]
B) Enter selection you wish to modify:
C) Enter disk drive where your application resides:
[for drive 'D', enter 'D:'
D) Enter subdirectory where your application resides:
[for subdirectory 'WORD', enter '\WORD'; include all backslashes]
E) Enter the name of the executable file located in that subdirectory.
[for WORD.EXE, enter 'WORD'; drop any 'EXE' or 'COM' ending
F) Enter the title you want assigned internally to this selection:
==============
| OPTION 3: |
==============
3) Delete any single Fast Runner [TM] option
This option will prompt you for the Fast Runner [TM] selection or option
that you want deleted from your list of 20.
==============
| OPTION 4: |
==============
4) Turn Fast Runner [TM] on or off: [ now Off]
By repeating '4' on your keyboard, Option 4 will toggled either
[ now Off] or [ now On].
Appendix A-14:
Open or Pending Activities
Overview:
This set of options gives you the ability to set aside activities into a
'bucket' that you designate as still open or pending. Some activities may
not have a future commitment date but are unresolved pending some other
follow up. You can think of these 'Open' activities as existing in an
'Open' or 'Pending' folder.
One example would be a check that is enroute to you. Another example is a
proposal that a person is sending to you. Think of the times when someone
commits to some act or deliverable but where there is no follow up date on
your part. By creating these activities and then designating them as
'Open' or 'Pending', you can isolate just those records. As each check or
proposal, for example, is received, you would mark it off as 'Closed',
thereby removing it from the 'Open' or 'Pending' folder. All records,
therefore, that are still in the 'Open' or 'Pending' folder require follow
up to resolve.
Observe selection 'O' below on the Activity File menu:
=======================================================================
Activity File |
------------------- |
========================================================== |
| |
----------------------------------------------------------
| C to process CALLBACKS |
| A to ADD data [also, Proposals/Invoices] |
| G to GET/EDIT [also, Proposals/Invoices] |
| [ and Quick Label [TM] ] |
| S for Daily Snapshot of Appointments |
| 1 for four week/2,899 year universal calendar|
| [01/01/0100 to 12/12/2999] |
| O for Open or Pending Activities |
| H for Help on Activity File |
| |
| R to RETURN to prior menu | |
========================================================== |
Please enter your choice : |
=======================================================================
By default, all activity records are 'Closed'. You can elect to make any
single activity record 'Open' by entering the 'F10' key on either the
Activity Add or Activity Get screen. Once the 'F10' key is pressed, you
will see an 'Open or Pending Activity' message on the top of the activity
record.
In any case, once you select Option O, you will then see this menu for
'Open' or 'Pending' Activities:
=======================================================================
'Open' or 'Pending' Activities: |
------------------- |
========================================================== |
| Thursday, October 12, 1989 |
|--------------------------------------------------------|
| |
| 1) Examine or modify Pending Activities |
| 2) Create report for Open Activities |
| 3) Restore ALL activity records to Closed |
| 4) Insert memo into reports: [now Off] |
| |
| |
| H) Help |
| |
| R) Return to prior menu |
| | |
| | |
========================================================== |
=======================================================================
==============
| OPTION 1: |
==============
1) Examine or modify Pending Activities
This selection will allow you to browse through all of your Open or Pending
Activities. Optionally, you can elect to remove any one of them from the
Open list.
To remove an activity from the Open or Pending file, change OFF_ON to 'T'.
DEL_DATE is the future commit date, if any. To process your changes, enter
<ESC>. DATE_SYS is date of first entry. If you modify COMMENT1 and close
the record, the Activity file is updated.
==============
| OPTION 2: |
==============
2) Create report for Open Activities
This report will show you those Open or Pending Activities that are left
after you have gone through selection 1.
==============
| OPTION 3: |
==============
3) Restore ALL activity records to Closed
This option will restore ALL activity records, current selected category,
to a 'Closed' condition.
==============
| OPTION 4: |
==============
4) Insert memo into reports: [now Off]
This option is functionally similar to the Main Program Menu, Option 3,
Client and Activity Reports, selection 6:
6) Insert memo into reports: [now Off]
Appendix A-15:
General reports available to you
[Selection 3, Main Program Menu]
On the Main Program Menu, you will observe selection 3:
3) Reports for Clients and Activities
Once you select this option, you will then see the following reports menu:
==========================================================================
--------------- Client and Activity Tracking System ----------------- |
|
Start Date Client and Activity Reports End Date |
--------------- --------------------- ----------------
| 01/01/1901 | | Please Choose one | | 12/12/2999 |
--------------- --------------------- ----------------
1) Do ONE report from the Client file
[16 selections]
2) Generate ONE report from the Activity file
[9 selections]
3) Set start/stop date of these Reports
4) Select by any Comment,City,State,Zip,Client
[no criteria selected]
5) Category Consolidation Feature: [Consolidation OFF]
6) Insert memo into reports: [now Off]
7) Create 'cascading' Report [multi-level,dynamic sort]
[Client File]
H) Help for reports
R) Return to prior menu |
|
Category Selected [defaults to ALL]: ALL |
==========================================================================|
Overview:
All Reports fit into a standard briefcase!
All of the reports are printed out on standard 8 1/2" by 11" computer
paper, so that you can carry this information with you when you are on the
road. This frees you from having to be tied to your computer into order to
retrieve client data. For example, while you are in a hotel room at 10PM,
you can refer to your reports to answer questions such as: "Who are my
clients in Denver, the names of the contacts at each company, their phone
numbers, and what comments have I recorded about them in the electronic
Rolodex [TM] as well as on any subsequent prospecting phone calls I made to
them?"
At the bottom of your screen, you will observe this phrase:
"Category Selected."
With this option, you can "layer-in" up to 99,999,999 different layers or
groupings of clients. Once you identify a new group of clients, such as a
newly-purchased mailing list, you can separate them by assigning a unique
CATEGORY number to the group while you are entering their information into
the Person file.
This "layering" effect will then apply to the data whenever you wish to
print labels or reports. The data will appear to be grouped into the
categories that you designated.
For more information on how this works, go to the Main Program Menu and
enter option 8, 'Select Category'.
==============
| OPTION 1: |
==============
Option 1 produces one report from the Client file. You have these
selections available:
1 = report based on company name, no Form Feed
2 = report by last name
3 = report by first name
4 = report by city
5 = report by category, then company name
6 = report by phone
7 = report by state
8 = report by zip code
9 = report by 'referred by'
10 = report by address, line 1
[see Help file at Reports Menu for logic]
11 = report by company name, with Form Feed
12 = Day-timer [TM] Sr, by last name
13 = Day-timer [TM] Jr, by last name
14 = Day-timer [TM] Sr, by Company name
15 = Day-timer [TM] Jr, by Company name
16 = report by Priority, if any
Selections 1 and 11 are similar. Selection 1 will run all records together
on a page, while number 11 issues a form feed to the printer everytime a
new company name appears.
=== Options 12 through 15 ===
For those Architect's Helper [TM] customers who are currently using Loose-
Leaf Day-Timers [TM], this program will print on continuous forms that Day-
Timers [TM], Inc. sells. Once removed from their perforations, these
continuous forms become loose sheets that you can insert into either their
Junior or Senior Desk Loose-Leaf binders.
Architect's Helper [TM] will create an alphabetized 'Address and Phone
Directory,' with page breaks between each new letter of the alphabet.
If you wish to print an 'Address and Phone Directory' for just one letter
in the alphabet, then go to the Selection Criteria Menu, and observe
selection 4:
4) Select by character: leftmost character used
[first/last name, company, city]
If you wish to select only those records that BEGIN with the letter or
letters your enter, then this selection will retrieve those records that
start with the leftmost character or characters you requested.
=== Note on logic of address line one: ===
The program will attempt to sort first by street, then by number.
Specifically, this report looks for the first blank space and then assumes
that the characters to the left are the street numbers while the characters
to the right are the street name. Let's say, for example, that you had
entered these lines for address line one in three records:
'1103 Elm Street'
'152 Elm Street'
'5 Elm Street'
The report would see the first space in '1103 Elm Street' and would split
out '1103' as the street number and 'Elm Street' as the street name. All
records would then be sorted first by street name, then by street number.
==============
| OPTION 2: |
==============
Option 2 generates one report from the Activity file. You have seven
selections to choose from:
1 = Activity report sorted by Company Name, no Form Feed
2 = Activity report sorted by date activity created
3 = Activity report sorted by city, then date created
4 = Activity report sorted by state, then date created
5 = Activity report sorted by zip, then date created
6 = Activity report sorted by Area Code, then date created
7 = Activity report sorted by Company Name, with Form Feed
8 = Activity report sorted by Company Name, no Form Feed
[with address]
9 = Activity report sorted by callback date, if any.
Selections 1 and 7 are similar. Selection 1 will run all records together
on a page, while number 7 issues a form feed to the printer every time a
new company grouping of activity records appear.
Selections 1 and 8 are the same report, except that report one excludes the
addresses while report eight includes them.
Report number 9 displays those activity records that have a callback date
and only those, with the most recently scheduled callback first. Activity
records without a callback date are excluded from this selection. In
report 9, the date range you select in Option 3, if any, refers to those
dates when these records where first entered. At this selection, you can
select also by the date range of the callback itself.
Selections 1 and 7 are similar. Selection 1 will run all records together
on a page, while number 7 issues a form feed to the printer everytime a new
company grouping of activity records appear.
==============
| OPTION 3: |
==============
Option 3 is to change the start or stop date of the summary. It defaults to
these dates:
START DATE :'01/01/1901'
STOP DATE :'12/12/2999'
This means that any summaries that you generate will be for a 999 year
period. Let's say that you would like to examine activities for a two week
period, during which you were on the road visiting a client. In that case,
go to option 3 and enter the date on which the two week period began as the
START date, and the date on which the two week period ended as the END
date. Now your reports will reflect just that two week period.
[Note: The date selection feature refers to when the records was originally
entered into the system.]
==============
| OPTION 4: |
==============
4) Select out any comment, city, state, zip or client for report[s]. This
will allow you to select any word or phrase as a basis for creating
reports. Whatever comment you select, this criteria will be applied to
options 1 or 2 in this menu.
==============
| OPTION 5: |
==============
Category Consolidation:
At this option, you can base your reports on either a range of categories or
a list of non-continuous individual categories . For example, if you had
selected a range, then you could combine all records from categories 1
through 50. You can select any size range, from a range of 50 to a range of
50,000 categories. If you had selected to input a non-continuous list of
categories, then you could enter up to 200 categories for consolidation, such
as to combine categories 10, 11, 15, and 20.
==============
| OPTION 6: |
==============
This option will insert the memo field into the reports generated by
options 1 and 2. Once selected, you can specify the number of characters
brought into the report from each memo.
==============
| OPTION 7: |
==============
"7) Create 'cascading' Report [multi-level,dynamic sort]"
[Client File]
With this selection, you can define the number of sorts in a report and
enter those selected in any order you wish. Here is the order of sorts
and the codes as displayed within option 7:
=========================================================================
|
In selecting the order of sorts, observe the following codes: |
|
0 = sort list completed [entered last] 6 = sort by phone
1 = sort based on company name [no Form Feed] 7 = sort by state
2 = sort by last name 8 = sort by zip code
3 = sort by first name 9 = sort by 'referred by'
4 = sort by city 10 = sort by address, line 1
5 = sort by category 11 = sort by priority |
12 = sort by company name |
[with Form Feed] |
=========================================================================
Let's say that you want list all records by state. Within each state, you
wish to see the zip codes in ascending order. To create this you would
select these two codes: '7' then '8'.
The program then creates a 'cascading' index and gives you the option to
either print or to send to 'VIEW.TXT'.
Another example would be if you want to see all priorities. Within each
priority, let's say, would be ordered all zip codes. Within each zip code,
in turn, would be records sorted by first name. Here are the codes to
enter, and in this order:
'11', then '8', followed by '3'
Upon completing this selection, you can also invoke the Counter option,
whereby you identify and count how many items are within any one sort.
Appendix A-16:
Potential problems with DOS 'Environment' space:
Overview:
excerpted from Jan Fagerholm, Compuserve [TM] 75755,376
"Every time you boot DOS, one of the things it does is to reserve some
memory space for itself and for the programs it (you) are going to run.
a large part of this space it reserves is named "environment", and as
the name implies, its purpose is to allow DOS to tell the program
something about items in the computer that the program has available to
work with (i.e. keyboard, screen, printer, modem, etc.) as well as what
changes that the user (that's you) has specified. (i.e. send printer
output to the serial port instead of the parallel port, etc.)"
"Specifically, anything that you have set with the SET command, the
PATH command, PROMPT, COMSPEC, and SHELL (and some other goodies) as
well as some information that DOS needs by default as well as some
information that it thinks any program may need to know are all kept in
the environment. Every time you load and run a program, DOS ties this
environment to it so the program will know what devices it can talk to
as well as where they are (and also what changes we have made to where
we want things to go)."
"...when DOS loads a program, it really doesn't care what kind of
program it is - *.COM, *.EXE, *.SYS, *.DEV, - DOS always attaches a
copy of the environment to the program, so that the program knows where
to find things all by itself. The main reason that it does this is
that it cannot anticipate what we will do with the program - move it
elsewhere in memory (relocatable, an *.EXE file) load it in memory
without running it (TSR), run it from another program (SHELL command),
run another program within it (also SHELL command) or just load and run
it. In all cases, though, the program in question MAY need to know the
environment, and DOS is built to take care of this by attaching a copy
of the environment to each and every program that is brought into
memory. Normally, that environment is released when a (normal) program
is ended, to release the memory space, but a TSR stays resident WITH
THE ENVIRONMENT THAT WAS LOADED WITH IT."
Specific 'Environment' problem with Architect's Helper [TM]:
Jan's discussion then continues with the treatment of memory resident
programs, and minimizing the amount of 'Environment' space occupied
with each one. Since memory resident programs will not run with this
program, given the current memory requirements of the program, this
specific issue is irrelevant.
Appendix A-16:
[continued]
If your operating system is displaying a message that you are out of
'environment' space or you suspect you are experiencing this problem,
here is how you would check. First, observe that starting with version
3.0 of Architect's Helper [TM], GO.BAT now drives the program and
passes on this command to the operating system:
SET CLIPPER= v018;r038;e000;
The execution of this command is critical to the proper functioning of
the program.
As you exit the program, enter 'SET' from the DOS prompt:
C:\ARCHITEC.ACS\SET <====== you enter 'SET'
Upon entering this command you should see the following message
displayed to you:
CLIPPER= v018;r038;e000;
If portions of the message are omitted or the command is not visible,
'GO.BAT' has failed to pass on this critical 'environment' variable to
the operating system.
Correction of the problem:
Bring up your word processor and edit GO.BAT in \ARCHITEC.ACS. Add
these two lines to its beginning:
SET PROMPT=
SET PATH=
This will have the effect of removing the 'PATH' and 'PROMPT' variables
from the 'environment', thereby allowing the critical 'SET CLIPPER'
command to be passed on.
Second, observe that a duplicate copy of GO.BAT resides in the root
directory of your hard drive where \ARCHITEC.ACS is located. Delete
that file in the root directory, then return to \ARCHITEC.ACS to
execute GO.BAT. At the point, GO.BAT will sense that the root
directory is missing a duplicate GO.BAT and will make a copy of itself
in the root directory.
Appendix A-17:
Outgoing FAXES
Generating & Transmitting FAXES from this program
Overview:
This methodology will illustrate the three steps necessary for creating
outgoing FAXES from routine correspondence and then transmitting them.
It presumes that you have a FAX board inside your PC that will convert
an ASCII file into the graphical format of the FAX board.
Architect's Helper [TM] will create this 'routine correspondence'
internally and will then pass it to the subdirectory where your FAX
software resides. Since the printing cycle is bypassed, the outgoing
FAXES will have a higher resolution than if you print the letters, then
feed them back into a traditional FAX machine for immediate
transmission.
While creating this correspondence within Architect's Helper [TM], you
can branch into your FAX software, run its ASCII-to-FAX conversion
software, then transmit the FAX. Once finished, you branch back into
Architect's Helper [TM] and pick up where you left off. By using the
FAST RUNNER [TM] option, you can run up to 20 large application
programs, such as your FAX conversion software, in the 'background'
without ever leaving Architect's Helper [TM].
/--------------------------\
| Step 1: |
| Using Quick Memo [TM] |
\--------------------------/
While creating an activity record, branch off to the Memo Options Menu.
In this menu, Selection 8 will create a Quick Memo [TM] for you. Once
selected, Option 8 will have created the heading of the top of a
routine piece of correspondence, after which you will enter the text
necessary to complete the letter. For a greater understanding of Memo
options, see these appendices in PROGRAM.DOC:
Overview of Memo Options:
Every client and activity record has its own word processor!
Client Memo............................................Appendix K-I
Activity Memos........................................Appendix K-II
Quick Memo [TM].......................................Appendix K-III
/--------------------------\
| Step 2: |
| Entering Text in the Memo |
\--------------------------/
At the Memo Option Menu, observe selection 1:
"1) Edit the existing memo or create a new one"
Once you select option 1, enter your text below the heading created by
Quick Memo [TM]. Once you have finished entering the body of your
letter, save your text with a Control-W as per the Edit Screen Codes on
the bottom of your screen, then exit back to the Memo Options Menu.
Optionally, you could append large blocks of existing text into the
bottom of Quick Memo [TM] using the methodology outlined in Appendix A-
8 in PROGRAM.DOC:
An Alternate Strategy for creating Invoices or Proposals
from memos in the Activity files:.....................Appendix A-8
/---------------------------\
| Step 3: |
| Outputting to the FAX card |
\---------------------------/
At the Memo Options Menu, observe selection 2:
"2) Output the memo to a text file"
Let's say you have a subdirectory called '\FAX'. After you select
option 2 at the Memo Options Menu, the program will ask you this
question:
"Enter the file name here that you want your text file saved under."
If you want to name it 'TEST1' and send it to the '\FAX' subdirectory,
you would enter this qualified name:
\FAX\TEST1 <============= enter this
'\FAX' sends it to the '\FAX' subdirectory, then names the ASCII file
'TEST1'.
At this point, you invoke 'Background' Options with the 'F1' function
key. On the 'Background' Options Menu, you invoke Fast Runner [TM] to
branch into your FAX card software, convert 'TEST1' into a FAX format,
send it out using the FAX card, then return to Architect's Helper [TM]. Fast
Runner [TM] remembers where you were and returns you to that exact
point.
For a clearer understanding of how these options work, see these
appendices in PROGRAM.DOC:
'Background' Options...................................Appendix A-12
Fast Runner [TM] Options...............................Appendix A-13
Appendix A-18:
'View' or search options available in Client file:
[six 'views' in Get screen]
Overview
This option gives you the ability to look at the Client file in any one
of six 'views' or search criteria:
"1) Search by Company Name"
"2) Search by First Name"
"3) Search by Last Name"
"4) Search by Phone Number"
"5) View or search by Zip Code"
"6) View or search by Category"
Once you select your 'view,' then all records are stacked or ordered in
that sequence. If, for example, you select the last name 'view', then
after you search and locate one record, all records before and after
that one will be ordered alphabetically by last name.
The logic of this option is similar to the one available in the 'Fast
Search Through Data' Menu, (Main Program Menu, Option 6) Option 1:
'Lightning fast search through client file'
In the 'Lightning fast search,' you are displayed information quickly,
but cannot move back and fourth between records that are adjacent to
those that appear in your match. By contrast, in the 'View' or Search
Options' you can move back and fourth among the records and observe,
say, all phone numbers or zip codes that precede or follow a matched
record.
Search Procedure:
Once in the Client file, Get option, you will observe this selection on
the bottom of the screen:
S for Search, M for more commands
Once you select 'S for Search,' you will then see this menu:
----------------------------------------------------------------------
--------------- Client and Activity Tracking System ----------------- |
|
Company Name 'View' or Search Options : company name |
-------------------
==========================================================
| Saturday, January 27, 1990 |
----------------------------------------------------------
| |
| 1) Search by Company Name |
| 2) Search by First Name |
| 3) Search by Last Name |
| 4) Search by Phone Number |
| 5) View or search by Zip Code |
| 6) View or search by Category |
| H) Help |
| |
| R) Return to prior screen |
| Company Name 'View' in effect | |
| | |
========================================================== |
----------------------------------------------------------------------
Once you select any one of options 1 through 6, the menu will branch
back to the prior screen and place the cursor in that field where you
wish to do your search. Once a record is found, all records then will
be stacked or ordered by that criteria.
Whatever criteria you select here will cause one of the following
messages to appear on the top to the Client Get screen that you just
came from:
"Company Name 'View', records in order by company name"
"First Name 'View', records in order by first name"
"Last Name 'View', records in order by last name"
"Phone Number 'View', records in order by phone number"
"Zip Code 'View', records in order by zip code"
"Category 'View', records in order by category"
As you enter 'N' for next or 'P' for previous, you will be moving back
and fourth between adjacent records in that 'view.'
Turning Off the 'View' or Search Options:
For some users, these six search criteria present too many keystrokes
for their search. If you wish to reduce the six search options to one
default option for Company name, then go to the Custom Options Menu and
observe option G:
"G) 6 choices in search criteria: Client Get"
To reduce the number of choices from 6 to 1, select option 'G' to
display:
"[now Off]"
Phonetical searching:
If you elect any of these three 'views' and the program fails to find
an exact match, then it attempts to find it phonetically:
"Company Name 'View', records in order by company name"
"First Name 'View', records in order by first name"
"Last Name 'View', records in order by last name"
After you have selected one of these three, the following message
appears on the top of the search screen:
== Alternate phonetical cross referencing in effect on Search.==
If an exact match is not found then the program will perform a
phonetical search, and display this text while doing so:
"Searching for phonetical match"
Let's say you are looking for 'ANNETTE' but cannot remember how it is
entered. If you enter either 'ANETE' or 'AUNET' then the phonetical
match displayed to you for either entry is 'ANNETTE'.
Let's say further that you had entered 'WOLFGANG' but could not
remember the spelling. The phonetical search will display 'WOLFGANG'
if you enter either of these spellings: 'WULFFGUNG' or 'WOOLFGENG'.
Appendix A-19:
If the program asks you to re-register
When the program asks for another validation number, that means that it
cannot read the data files. One of two conditions would cause this.
First, it takes 10 to 15 minutes for the hard drive and controller to
warm up. If you power the computer on and off every day, eventually
you will have these read/write problems. Either give the computer at
least 15 minutes to warm up before going in the program, or leave the
computer running around the clock, but turn off the monitor when you
leave at night. If left on day and night, the hard drive and mother
board will actually run better and longer. The second reason as to why
it cannot read the files is a conflict in high memory. You cannot
branch into this program from another. If you are using any kind of
front end menu, such as Automenu [TM] or Xtree [TM], the program will,
in time, not be able to read its files. Go into \ARCHITEC.ACS and
execute this utility:
MEMORY <========= you enter this
program responds
with this =====> Machine is 14 % full. 555 bytes are free.
Observe the '% full' number. It should be between 8 and 16%. If
higher than that, you have something loaded into memory that is
conflicting with the program. Remove it until the '% full' number is
reduced to between 8 and 16 percent.
Look for a file in \ARCHITEC.ACS called 'CRISIS.BAT'. If you see it,
then execute this command:
CRISIS <============ you enter this
If you cannot 'CRISIS.BAT', then from \ARCHITEC.ACS execute these
commands:
DEL *.MEM <===== you enter these
DEL *.NTX <======
GO <======
At this point, the Installation menu will appear. Indicate that you
are on a hard drive and follow the instructions. The program will then
recreate all the old indexes and attempt to read the old registration
files. If, at that point, it still asks for you to register, go to the
most recent backup on either 'CLIENT Backup #1' or 'CLIENT Backup #2'
to bring back the backup you performed prior to the program asking you
to re-register. See Appendices P and A-6 for the methodology for
doing this:
Automatic Data Back-up upon exiting the program..............Appendix P
User Beware !............................ .................Appendix A-6
[Tips for database survival]
If, however, you have not been backing up the program or it still asks
for another validation number, then call me at (214) 690-6017 and I'll
give you another validation number.
Appendix A-20:
Day-Timers [TM]
[Output to Senior or Junior Loose-Leaf continuous forms]
Day-Timer [TM]:
Overview
For those Architect's Helper [TM] customers who are currently using
Loose-Leaf Day-Timers [TM], this program will print on continuous forms
that Day-Timers [TM], Inc. sells. Once removed from their
perforations, these continuous forms become loose sheets that you can
insert into either their Junior or Senior Desk Loose-Leaf binders.
Architect's Helper [TM] will create an alphabetized 'Address and Phone
Directory,' with page breaks between each new letter of the alphabet.
If you wish to print an 'Address and Phone Directory' for just one
letter in the alphabet, then go to the Selection Criteria Menu, and
observe selection 4:
4) Select by character: leftmost character used
[first/last name, company, city]
If you wish to select only those records that BEGIN with the letter or
letters your enter, then this selection will retrieve those records
that start with the leftmost character or characters you requested.
After you have entered selection 3 on the Main Program Menu, you will
be in the Reports Menu. Once there, observe selection 1:
1) Do ONE report from the Client file
[15 selections; includes Day-Timers [TM] forms]
After you have entered this selection, observe options 12 through 15:
12 = Day-timer [TM] Sr, by last name
13 = Day-timer [TM] Jr, by last name
14 = Day-timer [TM] Sr, by Company name
15 = Day-timer [TM] Jr, by Company name
Appendix A-20:
[continued]
=== Forms needed: ===
To purchase continuous forms for the Loose-Leaf, Senior Size, ask for
Product # '75506.' To acquire forms for the Loose-Leaf, Junior Size,
order product #'75507.'
=== Where you acquire the forms: ===
To purchase Day-Timer [TM] forms, contact:
Day-Timers [TM], Inc.
Once Day-Timer Plaza
Allentown, PA 18195
=== Their phone numbers ===
Order line: (215) 395-5884
Customer Service: (215) 395-5889
Administration and Manufacturing: (215) 398-1151
FAX: (215) 398-5509
=== Requirements for printer ===
If you print Junior Size forms, then make sure that your printer is set
up as 12 characters per inch. To do this, go to the Custom Options
Menu and observe selection O:
O) Other Custom Options
Once in that menu, observe selections 2 and 3:
2) Assign and output Condense string for printer:
3) Assign and output Uncondense string for printer:
Enter the decimal code or codes to place your printer into 12 CPI.
Selections 2 and 3 have a built-in Help screen that goes into some
detail about how to convert from ASCII or Hex to decimal.
Also, observe that the Jr. and Sr. forms will require different left
margins. Experiment with this, but start with a left margin of 10
characters, then adjust as needed to the left or to the right.
Appendix A-21:
Inserting Memos into reports
Overview:
If you wish to enter extended text behind either the Client or Activity
records, you can use the Memo options to record up to 15,000 characters
per record. This is covered in the PROGRAM.DOC documentation in:
Overview of Memo Options:
Every client and activity record has its own word processor!
Client Memo...........................................Appendix K-I
Activity Memos........................................Appendix K-II
Quick Memo [TM].......................................Appendix K-III
In addition to a Print option available on each Memo Options Menu, you
can print out memos in these three locations in the program:
Reports Menu:
Appointments Menu:
'Open' or 'Pending' Activities Menu:
The Reports Menu is accessible from the Main Program Menu, selection 3.
To go to the Appointments Menu, observe selection 7 on the Main Program
Menu. The 'Open' or 'Pending' Activities Menu is located on the
Activity File Menu, selection 'O' (for 'Open'). The Activity File
Menu, in turn, can be found as selection 2 on the Main Program Menu.
========== Location 1: ==========
Reports Menu:
6) Insert memo into reports: [now Off]
==============
| OPTION 6: |
==============
This option will insert the memo field into the reports generated by
options 1 and 2. Once selected, you can specify the number of
characters brought into the report from each memo.
========== Location 2: ==========
Appointments Menu
C) Insert memo into reports: [now Off]
==============
| OPTION C: |
==============
C) Insert memo into reports:
This option will insert the memo field into the reports generated by
the report options on this menu. Once selected, you can specify the
number of characters brought into the report from each memo.
========== Location 3: ==========
'Open' or 'Pending' Activities Menu:
4) Insert memo into reports: [now Off]
==============
| OPTION 4: |
==============
4) Insert memo into reports: [now Off]
This option is functionally similar to the Main Program Menu, Option 3,
Client and Activity Reports, selection 6:
6) Insert memo into reports: [now Off]
Appendix A-22:
Logic and treatment of 'Salutation' field
Overview:
Whenever you enter a new record in the Client file, you will observe
that you can enter a first name as well as a 'salutation.' By default
during data entry, the 'salutation' is the first name, though you can
enter anything you wish into this field. You could, for example, enter
'William' for first name and 'Bill' into the salutation field.
First appearance of the 'salutation' field:
The 'salutation' field appears whenever you output data from this
program into a word processor using selection B on the Main Program
Menu:
"B) Import or Output data"
Let's say that you have created a 'boilerplate' text in a word
processor and wish to use its MailMerge[TM]-style facilities. The
ability in this program to distinguish between formal first names, such
as 'Edward,' and the actual manner in which the person is addressed,
such as 'Ed,' will make your 'boilerplate' text read better and be more
believable.
Second appearance of the 'salutation' field:
Whenever you use the Quick Memo [TM] feature in either a Client or
Activity record, the program will examine the salutation and the first
name. If different, then the salutation is placed into the Quick Memo
[TM] in this form, based on your selection in "Establish or update
system-wide values for your company:"
===========================================================================
Let's say the person's name is JOHN DOE. |
Your choices are: |
|
1 = 'Dear John:'
2= 'Dear Mr. Doe:
3= 'Dear Mr. John Doe:'
4= 'John:'
5= '' <============= left blank |
|
|
===========================================================================
Appendix A-22:
[continued]
If you wish to use the true first name without bringing the salutation
into the Quick Memo [TM], then observe this option four in the 'system-
wide values:"
===========================================================================
Inclusion/Omission of 'Salutation' field: |
|
If turned On, the program places the salutation name from the Client record,
such as 'Bill,' into the salutation field instead of the first name,
such as 'William.
If turned Off, only the first name is placed into this field.
|
1 = Include 'Salutation' field |
2= Omit 'Salutation' field |
===========================================================================
Appendix A-23:
Client Detail File
Overview:
A miniature 12 field database within the program:
The Client Detail File is an extension to the Client file that gives
you an additional 12 fields of data entry. Four of them have indexes
to accommodate quick look up of data in Quick Stats [TM] and in the
reports option on this menu.
To perform a field-by-field count of the Client Detail File, go to the
'Fast Search Through Data' menu and observe Quick Stats [TM],
selections 13 through 16:
13 = Client detail file, Field one
14 = Client detail file, Field two
15 = Client detail file, Field three
16 = Client detail file, Field four
The Client Detail File is an adjunct to the Client file, Add or Get
Options. On the Get screen, if you enter [F10] you will then see this
menu:
==========================================================================
To review or edit this record in Client Detail File, enter a '1' |
|
To view or modify field headings for Client Detail File, enter a '2'
To view order of other records in Client Detail File, enter a '3'
For reports from the Client Detail File, enter a '4'
|
To return to the prior menu, enter a '0' |
==========================================================================
==============
| OPTION 1: |
==============
In option 1 in the Client Detail File you can display or edit the 12
extra fields assigned to the client record you just branched from.
==============
| OPTION 2: |
==============
In option 2 in the Client Detail File change the heading for each of
the 12 fields and make them more specific to your application. By
default, they are:
'Field 1' through 'Field 12'
==============
| OPTION 3: |
==============
This option gives you the ability to look at the Client Detail File in
any one of five 'views' or search criteria:
"1) Search by Company Name"
"2) Search by Field 1"
"3) Search by Field 2"
"4) Search by Field 3"
"5) View or search by Field 4"
Once you select your 'view,' then all records in the Client Detail File
are stacked or ordered in that sequence. If, for example, you select
the Field 1 'view', then after you search and locate one record, all
records before and after that one will be ordered alphabetically by
Field 1 in the Client Detail File.
==============
| OPTION 4: |
==============
In option 4, you can select to have the following five reports printed
from the Client Detail File:
1) Client
2) Field 1
3) Field 2
4) Field 3
5) Field 4
Appendix A-24:
Zip Code & Area Code look up features
-- Reduce data entry time, while increasing accuracy --
Starting in April, 1991, this program has a built in U.S.A. zip code
and area code look up table.
ACS will provide you with the data file that makes this functional at
no extra charge, with this understanding:
1) The upgrade will be provided to you in a 1.2 meg, 5 1/4" format
only. If your machine can read only 360 kb disks, then it will not
work since the upgrade is too large to fit on this size floppy.
2) Once uncompressed from the distribution disk, the data files and
associated indexes consume 4,000,000 bytes of space on your hard drive.
3) Neither ACS, Paul Sax, nor Juskovitch Corporation can guarantee the
accuracy of the zip codes, cities, or area codes.
Logic of look up:
Adding new client records
Case 1:
City, State entered, without zip code
If you enter the name of a city and a state but leave zip code empty,
then the program will look up the zip code for that town. If only one
exists in the file, then it will place that value into the zip code
field. If more than one exists, then the Architect's Helper [TM]
places all of them into a stack for you to browse through with a 'light
bar'. On the top of this stack, Architect's Helper [TM] has counted
the number of zip codes contained within this city. Regardless of
whether it contains 3 or 80, Architect's Helper [TM] will adjust the
length of this stack for you to examine. At any time in this stack,
you can select the zip code underneath the 'light bar' just by pressing
the 'Enter' key. To accept the default value of the first zip code in
the stack, press the 'ESC' or 'Escape' key at any time.
As Architect's Helper [TM] performs its look up, one of these two
messages is displayed to the right of the zip code field:
"[Zip code found for city ]"
"[Zip code not found ]"
If a City/State match is found, then the area code for that zip is
identified and moved into the area code field.
Appendix A-24:
Zip Code & Area Code look up features
[continued]
Case 2:
Zip code entered, with or without City, State
If you enter a value into the zip code field during data entry, then
Architect's Helper [TM] will attempt to find the city and state the
correspond to it. If successful, it displays:
"[City and state found ]"
If the search is unsuccessful, it displays:
"[City and state not found ]"
As in case one, if the search is successful, then the relevant area
code is identified and moved into the area code field.
Logic of look up:
Editing existing client records:
The look up logic for editing a record is similar to adding a new one,
with one exception. When you edit an historical record, the program
will not modify the area code while it does its look ups.
Forced edit:
Given the multiplicity of zip codes, overlapping municipalities, and
margin for error in this kind of look up, the program assumes that you
wish to be in an edit mode after it has performed its look up more than
three times for any one record. This 'forced edit' appears whether in
an Add or Get screen in the Client file.
Once the 'forced edit' occurs, this message is displayed to the right
of the current record:
"[Zip code look up disabled]"
"[Now in edit mode. ]"
Appendix A-24:
Zip Code & Area Code look up features
[continued]
Creating a state-specific Zip code file:
Observe the "Other Custom Options" Menu, selection G):
"G) Reduce Zip code file"
With this selection, you can reduce the size of the zip code file by
making it specific to a state or a number of states.
Once selected, you can indicate the number of states you wish to be
included in your new zip code file. If you wish only one, then you
would enter '1', though you could enter up to '50'.
Appendix A-25:
Time zone look up feature:
This program now has a feature to lookup and display the time zone of your
client record. It bases its logic on the area code you enter.
The time zones for all phone numbers in the U.S.A. or Canada are calculated
and displayed. Internally, the program maintains this time zone phrasing:
Time Definition of time zone:
Zone:
PST = Pacific Standard Time
MST = Mountain Standard Time
CST = Central Standard Time
EST = Eastern Standard Time
AST = Atlantic Standard Time
WATS = Wide Area Telephone Service
[800 Service]
Hawaii = Area code 808
Alaska = Area code 907
Other = Area code 809
[Jamaica, Puerto Rico, Virgin Islands, Bahamas, Barbados,
and the Caribbean Islands.]
In those cases where one area code contains two time zones, the program
will display it accordingly, such as:
Nebraska Plumbing, 10:30 AM [402/CST,MST:U.S.A.]
This information is displayed in five locations:
Client Add screen
Client Get screen
Activity Get screen
Callback Data Sheet
Greeting screen, prior entering program
The initial Greeting screen, for example, would display this information
while in the test data, with the system date set to 1-3-86:
----------------------------------------------------------------------------
Today's Appointments are : |
Accounting & Tax Service [214/CST:U.S.A.] |
Addmaster/Marchant [818/PST:U.S.A.] |
Micro Distribution Center [214/CST:U.S.A.] |
Texas Commerce Plumbing, 10:30 AM [214/CST:U.S.A.] |
----------------------------------------------------------------------------
U.S.A. TIME_ZONE / AREA_CODE data:
TIME_ZONE AREA_CODE TIME_ZONE AREA_CODE TIME_ZONE AREA_CODE
EST 201 CST 507 CST 816
EST 202 EST 508 CST 817
EST 203 PST 509 PST 818
CST 205 CST 512 CST 901
PST 206 EST 513 CST,EST 904
EST 207 CST 515 CST,EST 906
MST,PST 208 EST 516 Alaska 907
PST 209 EST 517 EST 912
EST 212 EST 518 CST,MST 913
PST 213 CST 601 EST 914
CST 214 MST 602 CST,MST 915
EST 215 EST 603 PST 916
EST 216 CST,MST 605 CST 918
CST 217 EST 606 EST 919
CST 218 EST 607
CST,EST 219 CST 608
EST 301 EST 609
EST 302 CST 612
MST 303 EST 614
EST 304 CST,EST 615
EST 305 EST 616
MST 307 EST 617
CST,MST 308 CST 618
CST 309 PST 619
CST 312 CST,MST 701
EST 313 PST 702
CST 314 EST 703
EST 315 EST 704
CST,MST 316 PST 707
EST 317 CST 708
CST 318 CST 712
CST 319 CST 713
EST 401 PST 714
CST,MST 402 CST 715
EST 404 EST 716
CST 405 EST 717
MST 406 EST 718
EST 407 MST 719
PST 408 WATS 800
CST 409 MST 801
EST 412 EST 802
EST 413 EST 803
CST 414 EST 804
PST 415 PST 805
CST 417 CST 806
EST 419 Hawaii 808
CST 501 Other 809
CST,EST 502 CST,EST 812
MST,PST 503 EST 813
CST 504 EST 814
MST 505 CST 815
Canada TIME_ZONE / AREA_CODE data:
TIME_ZONE AREA_CODE
CST 204
MST,CST 306
MST 403
EST 416
EST 418
AST 506
EST 514
EST 519
PST 604
EST 613
EST 705
AST 709
CST,EST 807
EST 819
Another example of how the program will display this data can be observed
in this screen fragment from the Callback Data Sheet, found in the Callback
section of the Activity menu:
----------------------------------------------------------------------------
|
-- Callback Data Sheet for Friday, January 3, 1986 -- |
Mr. John D. Cauble, Jr. [Salutation = John D.] |
(214)357-5454 [214/CST:U.S.A.] |
|
----------------------------------------------------------------------------
Appendix A-26:
Add-on interest
This feature will calculate add-on interest and will then place those
charges into a newly created activity record. Once selected, option 6 on
the 'Revenue/Expense Summary Menu' will then upgrade the summarized value
during the posting process to reflect these additional charges.
Utmost caution must be used with this function since it does create new
activity records, each with new values in the Revenue/Expense field. To
understand the logic of this feature, create an administrative record for
yourself in the Client file. From this record on the Client Get screen,
press [F6] repeatedly to invoke the Act Now [TM] feature. Act Now [TM]
means 'activity now', and will present a blank activity record to you. In
each of these blank records, enter some value in the Revenue/Expense field
to reflect amount owed, let's say. After you have created a number of
such records, go to the 'Revenue/Expense Summary Menu', and experiment with
selection 6 for just those activity records associated with your single
administrative record in the Client File.
Option 6 displays these four items:
-------------------------------------------------------------------------
Add-on interest calculation: |
Turn feature On or Off |
[ 'T' = true or yes; 'F' = false or no ] |
Default name for calculation:
Annual rate, as a percentage: |
|
|
Enter period of calculation: yearly, monthly, weekly, daily |
[1 = yearly, 2 = monthly, 3 = weekly, 4 = daily] |
-------------------------------------------------------------------------
The default name used in this calculation is 'interest', though you could
place anything you wish there, such as 'other charges'. The annual rate
must be entered as a percentage, such as '12.00', not as a decimal value.
The period of calculation gives you these options:
1 = yearly, 2 = monthly, 3 = weekly, 4 = daily
Let's say that you had selected '12.00' as your percentage and number one
for the period, signifying a yearly calculation. If the net summarized
value of the relevant activity records is $100, then the program will
calculate yearly interest of $12. If you select the monthly time period,
the calculated interest will be 1/12 of that, or $1.00. If you select
weekly, then it uses 1/52 of the yearly interest for the calculated value.
If you select daily, then the program will prompt you for this additional
information:
-------------------------------------------------------------------------
Since you selected daily interest, |
please establish leap year preference, if any. |
Use leap year
[ 'T' = true or yes; 'F' = false or no ] |
|
-------------------------------------------------------------------------
If you elect to establish leap year preference, then the program will first
determine if the current calendar falls on a leap year. If so, it divides
yearly interest by 366 to arrive at daily interest. Otherwise, the program
uses 365 as the divisor.
If you enter 'F' to establish leap year preference, then this program will
always use 365 as the divisor, regardless of the status of leap year.
Shown below is an example of how this logic works when used against the
test data that comes with the program, when the interest rate is set to
12%, calculated monthly:
-------------------------------------------------------------------------
All detail Revenue/Expense records from the Activity File |
|
Fourcolor Data Systems, Category is : 1 |
$ 33.50, occurred on 03/17/1986
Total Revenue/Expense= $ 33.50
Calculated add-on interest: $ 0.34
Lolir Lectronics, Category is : 1
$ 18.50, occurred on 05/03/1986
$ 22.50, occurred on 04/22/1986
$ 40.00, occurred on 04/18/1986
Total Revenue/Expense= $ 81.00
Calculated add-on interest: $ 0.81
Texas Commerce Plumbing, Category is : 1
$ 40.00, occurred on 04/22/1986
$ 21.50, occurred on 03/17/1986
$ 27.50, occurred on 03/17/1986
Total Revenue/Expense= $ 89.00
Calculated add-on interest: $ 0.89
Grand total = $ 203.50 [before interest calculation] |
Add-on interest: $ 2.04 |
Grand total after interest: $ 205.54 |
-------------------------------------------------------------------------
To give you an audit trail of this information in the future, the program
then places this into the Comments field of the new activity record it has
created:
-------------------------------------------------------------------------
|
Fourcolor Data Systems |
|
Add-on interest calculated, 11/24/1991, Sunday, November 24,
1991. Annual rate: 12.00%, calculated monthly. [Sum= |
$33.50/Add-on $ 0.34] |
|
-------------------------------------------------------------------------
The phrase 'Sum= $33.50' identifies the summarized value of all respective
activity records before the interest was calculated. 'Add-on $ 0.34'
shows the add-on interest placed into this activity record in the
Revenue/Expense field.
Appendix A-27:
"Alternate Phone Number Options:"
Overview
The "Alternate Phone Number Options" are available to you the Client Get,
Activity Add, Activity Get, or Activity Callback screens by entering 'Alt
F1'.
This feature gives you an additional 20 alternate phone numbers PER Client.
For each of the 20 phone numbers, you enter an area code and a descriptive
phrase. Each description can be up to 40 characters.
On the "Alternate Phone Number Options" Menu, you will observe options 1
and 2.
==============
| OPTION 1: |
==============
"1) Review or Dial from Telephone List"
Option 1 displays a list of all phone number in the alternate list. If no
numbers currently exist in your list, the program will display this
message:
--------------------------------------------------------------------------
No additional phone numbers exist for this Client. |
|
Before they will appear here, |
you must first enter them into selection 2 of this menu. |
--------------------------------------------------------------------------
==============
| OPTION 2: |
==============
"2) Edit Telephone List"
Option 2 displays a columnar, free form screen into which you enter this
information:
--------------------------------------------------------------------------
|
=== Additional Phone Numbers: === |
|
AC Phone Number: Description: |
|
--------------------------------------------------------------------------
Please note that you enter the numbers without any other spacing or
characters. The Area Code field, for example, is entered as '213', not
'(213)'. The phone number field, likewise, accepts the literal seven
characters that constitute the number, without any dashes or other
notation.
If, at the Install procedure, you indicate that you are outside of the
U.S.A. or Canada, then the following logic applies: each Area Code/STD is
up to 5 characters, while the phone number is up to 14.
