Shareware 1 2 the Maxx

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Text File | 1992-01-19 | 13KB | 287 lines

Overview: All Reports fit into a standard briefcase! Al∞ oµ thσ report≤ arσ printeΣ ou⌠ oε standarΣ ╕ 1/2ó b∙ 11ó compute≥ ì paper¼ s∩ tha⌠ yo⌡ caε carr∙ thi≤ informatioε witΦ yo⌡ wheε yo⌡ arσ oε thσ ì road« Thi≤ free≤ yo⌡ froφ havinτ t∩ bσ tieΣ t∩ you≥ compute≥ int∩ orde≥ t∩ ì retrievσ Debto≥ data« Fo≥ example¼ whilσ yo⌡ arσ iε ß hote∞ rooφ a⌠ 10PM¼ ì yo⌡ caε refe≥ t∩ you≥ report≤ t∩ answe≥ question≤ sucΦ as║ "Wh∩ arσ m∙ ì Debtor≤ iε Denver¼ thσ name≤ oµ thσ contact≤ a⌠ eacΦ company¼ thei≥ phonσ ì numbers¼ anΣ wha⌠ comment≤ havσ ╔ recordeΣ abou⌠ theφ iε thσ electroniπ ì Rolode° [TM▌ a≤ wel∞ a≤ oε an∙ subsequen⌠ prospectinτ phonσ call≤ ╔ madσ t∩ ì them?" At the bottom of your screen, you will observe this phrase: "Category Selected." WitΦ thi≤ option¼ yo⌡ caε "layer-inó u≡ t∩ 99,999,99╣ differen⌠ layer≤ o≥ ì grouping≤ oµ Debtors« Oncσ yo⌡ identif∙ ß ne≈ grou≡ oµ Debtors¼ sucΦ a≤ ß ì newly-purchaseΣ mailinτ list¼ yo⌡ caε separatσ theφ b∙ assigninτ ß uniquσ ì CATEGOR┘ numbe≥ t∩ thσ grou≡ whilσ yo⌡ arσ enterinτ thei≥ informatioε int∩ ì thσ Persoε file« Thi≤ "layeringó effec⌠ wil∞ theε appl∙ t∩ thσ datß wheneve≥ yo⌡ wisΦ t∩ ì prin⌠ label≤ o≥ reports« Thσ datß wil∞ appea≥ t∩ bσ groupeΣ int∩ thσ ì categorie≤ tha⌠ yo⌡ designated. Fo≥ morσ informatioε oε ho≈ thi≤ works¼ g∩ t∩ thσ Maiε Prograφ Men⌡ anΣ ì ente≥ optioε 8¼ 'Selec⌠ Category'. ============== | OPTION 1: | ============== Optioεá ▒ produce≤ onσ repor⌠ froφ thσ Debto≥ file«á Yo⌡ havσ thesσ ì selection≤ 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 nameè 14 = Day-timer [TM] Sr, by Company name 15 = Day-timer [TM] Jr, by Company name 16 = report by Priority, if any 17 = Modified company name, no Form Feed Selection≤ ▒ anΣ 1▒ arσ similar« Selectioε ▒ wil∞ ruε al∞ record≤ togethe≥ ì oε ß page¼ whilσ numbe≥ 1▒ issue≤ ß forφ feeΣ t∩ thσ printe≥ ever∙ timσ ß ì ne≈ compan∙ namσ appears. === Options 12 through 15 === For those of you who are currently using Loose-Leaf Day-Timers [TM], this ì program will print on continuous forms that Day-Timers [TM], Inc. sells. ì Once removed from their perforations, these continuous forms become loose ì sheets that you can insert into either their Junior or Senior Desk Loose-ì Leaf binders. This program will create an alphabetized 'Address and Phone Directory,' ì with page breaks between each new letter of the alphabet. If you wish to print an 'Address and Phone Directory' for just one letter ì iεá thσá alphabet¼á theεá g∩ t∩ thσ Selectioε Criterißá Menu¼á anΣá observσ ì selectioε 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 ì letters your enter, then this selection will retrieve those records that ì 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. ì Specifically, this report looks for the first blank space and then assumes ì that the characters to the left are the street numbers while the characters ì to the right are the street name. Let's say, for example, that you had ì 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 ì out '1103' as the street number and 'Elm Street' as the street name. All ì records would then be sorted first by street name, then by street number. ==╜ Notσ oε logiπ oµ Optioε 17║ === Iε thi≤ "ModifieΣ compan∙ nameó Report¼á thσ prograφ create≤ aε inde°á tha⌠ ì display≤ thσ name≤ iε thσ orde≥ oµ compan∙ name¼ unles≤ i⌠ detect≤ tha⌠ thσ ìècompan∙á namσ i≤ thσ samσ a≤ thσ firs⌠ anΣ las⌠ namσ placeΣá together«á Iε ì thi≤ case¼á i⌠ place≤ thσ applicablσ recorΣ iε thσ orde≥ oµ thσ las⌠á name¼ ì witΦ thi≤ tex⌠ displayeΣ iε thσ record: [Indexed as Sax] ============== | OPTION 2: |è ============== Option 2 generates one report from the Activity file. You have eight ì selections to choose from: 1 = Activity report sorted by Company Name, no Form Feed [without address] 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. Selection≤ ▒ anΣ ╖ arσ similar«á Selectioε ▒ wil∞ ruε al∞ record≤ togethe≥ ì oεá ß page¼á whilσ numbe≥ ╖ issue≤ ß forφ feeΣ t∩ thσ printe≥ ever∙ timσá ß ì ne≈ compan∙ groupinτ oµ activit∙ record≤ appear. Selection≤ ▒ anΣ ╕ arσ thσ samσ report¼ excep⌠ tha⌠ repor⌠ onσ exclude≤ thσ ì addresse≤ whilσ repor⌠ eigh⌠ include≤ them. Repor⌠á numbe≥ ╣ display≤ thosσ activit∙ record≤ tha⌠ havσ ß callbacδá datσ ì anΣ onl∙ those¼ witΦ thσ mos⌠ recentl∙ scheduleΣ callbacδ first« Activit∙ ì record≤á withou⌠á ß callbacδ datσ arσ excludeΣ froφá thi≤á selection«á Iε ì repor⌠ 9¼á thσ datσ rangσ yo⌡ selec⌠ iε Optioε 3¼á iµ any¼á refer≤ t∩ thosσ ì date≤ wheε thesσ record≤ wherσ firs⌠ entered« A⌠ thi≤ selection¼ yo⌡ caε ì selec⌠ als∩ b∙ thσ datσ rangσ oµ thσ callbacδ itself« ============== | 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 ì period. Let's say that you would like to examine activities for a two week ì period, during which you were on the road visiting a Debtor. In that case, ì go to option 3 and enter the date on which the two week period began as the ì START date, and the date on which the two week period ended as the END ì date. Now your reports will reflect just that two week period. [Note: The date selection feature refers to when the records was ì originally entered into the system.] ============== | OPTION 4: | ==============è 4⌐ Selec⌠ ou⌠ an∙ comment¼ city¼ state¼ zi≡ o≥ Debtor fo≥ report[s]« Thi≤ ì wil∞á allo≈á yo⌡ t∩ selec⌠ an∙ worΣ o≥ phrasσ a≤ ßá basi≤á fo≥á creatinτ ì reports«á Whateve≥ commen⌠ yo⌡ select¼á thi≤ criteriß wil∞ bσ applieΣ ì t∩ option≤ ▒ o≥ ▓ iε thi≤ menu. ============== | OPTION 5: | ============== Category Consolidation: At this option, you can base your reports on either a range of categories ì or a list of non-continuous individual categories . For example, if you ì had selected a range, then you could combine all records from categories 1 ì through 50. You can select any size range, from a range of 50 to a range ì of 50,000 categories. If you had selected to input a non-continuous list ì of categories, then you could enter up to 200 categories for consolidation, ì such as to combine categories 10, 11, 15, and 20. Note that this Category Consolidation logic is available in these three ì locations in the program: 'Reports for Debtors and Activities' [Main Program Menu, Selection 3] -----> where you are now <------- 'Appointments Menu' [Main Program Menu, Selection 7] 'Base Station/Remote Site Consolidation Menu' [Main Program Menu, Selection 9] ============== | OPTION 6: | ============== This option will insert the memo field into the reports generated by ì options 1 and 2. Once selected, you can specify the number of characters ì brought into the report from each memo. ============== | OPTION 7: | ============== "7) Create 'cascading' Report [multi-level,dynamic sort]" [Debtor File] WitΦ thi≤ selection¼ yo⌡ caε definσ thσ numbe≥ oµ sort≤ iε ß repor⌠ anΣ ìèente≥ thosσ selecteΣ iε an∙ orde≥ yo⌡ wish« Herσ i≤ thσ orde≥ oµ sort≤ ì anΣ thσ code≤ a≤ displayeΣ withiε optioε 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'≤ sa∙ tha⌠ yo⌡ wan⌠ lis⌠ al∞ record≤ b∙ state« Withiε eacΦ state¼ yo⌡ ì wisΦ t∩ seσ thσ zi≡ code≤ iε ascendinτ order« T∩ creatσ thi≤ yo⌡ woulΣ ì selec⌠ thesσ tw∩ codes║ '7º theε '8'. Thσ prograφ theε create≤ ß 'cascadingº inde° anΣ give≤ yo⌡ thσ optioε t∩ ì eithe≥ prin⌠ o≥ t∩ senΣ t∩ 'VIEW.TXT'« Anothe≥ examplσ woulΣ bσ iµ yo⌡ wan⌠ t∩ seσ al∞ priorities« Withiε eacΦ ì priority¼ let'≤ say¼ woulΣ bσ ordereΣ al∞ zi≡ codes« Withiε eacΦ zi≡ code¼ ì iε turn¼ woulΣ bσ record≤ sorteΣ b∙ firs⌠ name« Herσ arσ thσ code≤ t∩ ì enter¼ anΣ iε thi≤ order: '11', then '8', followed by '3' Upoε completinτ thi≤ selection¼ yo⌡ caε als∩ invokσ thσ Counte≥ option¼ ì whereb∙ yo⌡ identif∙ anΣ coun⌠ ho≈ man∙ item≤ arσ withiε an∙ onσ sort. ============== | OPTION 8: | ============== "8) Graph date of entry" You can select a graphical image of the data of entry for the two main ì files. Your choices are: 1 = Debtor file 2= ACTIVITY file èOption 8 displays a graphics image of bars and symbols to show you what the ì date of entry was for records you had entered for any 14 day period. This option is intended as display-only, unless you have a graphics printer ì to which you "dump" the image by pressing [SHIFT] [PRINTSCREEN].