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BIZBASE.DOC
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1991-03-05
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BIZ*BASE QUICK TOUR QUIDE
**** DEMO IS LIMITED TO 30 CUSTOMERS RECORDS ****
1. Type BIZBASE from the c:\BIZBASE directory and the program brings
up the Main Menu Screen with the following sections:
1. Scheduled Recalls
2. Calendar of the Day
3. TO DO List for the Day
4. CTRL+F1 to list Commands
2. Accessing Customers from the Main Menu is done by the following ways:
1. Press (Enter) and the Customer Screen is accessed
2. Press (F) for FIND and there is a choice of search criterea
1. Company _____________________
2. Last Name |
3. User Defined Index ** ALL Fields Can |
4. ZIP BE User Defined |
5. Phone Number (1-6) |
6. Recall Date _____________________|
7. Tagged Records
8. Use the UP/DOWN arrows to select and Press (Enter)
9. Type in the search criterea and Press (Enter)
3. Once on the Customer Screen the following Functions are available
by moving the Cursor Left or Right on the Bottom Line of the screen
and Pressing (Enter)
1. (Next) - Move forward to the next logical record
2. (Previous) - Move Backward to the previous logical record
4. (Copy) - Copy Forward similar info to create new Customer
5. (Delete) - Delete Customer Record
6. (Find) - Find Customer by Company, Last Name, etc (Ref #2.2)
7. (Memo) - Enter a Memo by customer with a Date/Time Stamp
8. (Query) - Search thru the Data Base using Custom Search
9. (Group) - Group your Clients into a special catagory, that
can be used to create special mailing lists/letters
1. In-State Customers
2. Out-State Customers
3. Prospects
4. New Customers, ETC.
10. (Edit) - Edit Customer Info
11. (Views) - Move Back/Forth viewing custom User Defined Fields
4. To list the Function Keys on the Customer screen Press (CTRL+F1)
and the Following Functions are available:
1. F1 = Help Screen
2. F2 = Pop-Up Calculator
3. F3 = Word Processor and Forms Library for each Client, Mail Merge
and Print using selected criterea
4. F4 = Correspondence of letters sent to each client
5. F5 = Set a Recall Date/Time for each client
6. F6 = Calendar Appointments, Schedule Functions and TO DO Lists
7. F7 = Modem/Dialer function to Dial your Clients phone number
8. F8 = Quit Biz*Base
9. F9 = Print Functions - Label, Envelopes, Rolodex etc.
10. F10 = Save Data Entered
11. CTRL+F1 = Lists Functions Available
12. CTRL+F2 = Save Screen for future reference
13. CTRL+F3 = Set Reminder Time Alarms
14. CTRL+F4 = Invoicing
15. CTRL+F5 = Assign Hot Keys
16. CTRL+F7 = Expense Tracking
17. CTRL+F8 = Modify Field Titles on Customer Screen to suit your
Business Terminology
18. CTRL+F9 = Scratch Pad to store random Notes and Ideas
19. CTRL+F10= DOS Gateway with Custom Menu
5. Return to the Main Menu from the Customer Menu by hitting (ESC)
and the following Functions are available by Entering CTRL+F1 :
1. F)ind = Find a Customer by Company, Last Name, Etc (Ref 2.2)
2. L)abel = Print Mailing Labels, Envelopes and Rolodex Cards
3. R)eports = Report Generator based on Selection Criterea
4. S)witch = Switch to a new Data Base
5. U)tility = Change Program Defaults such as Color on, Import, Etc.
6. F1 = Help Screen
7. F2 = Pop-Up Calculator
8. F5 = Set Recalls
9. F6 = Calendar Appointments and Schedules
10. F8 = Quit Biz*Base
11. CTRL+F2 = Screen Swap to Saved Screen
12. CTRL+F3 = Set Alarms
13. CTRL+F9 = Scratch Pad
14. CTRL+F10 = DOS Gateway with Custom Menu
6. To Exit Biz*Base hit (ESC) and answer Yes To Return DOS
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To Order Biz*Base 2.1 which has more features and extensive
Documentation, and has been Rated #1 by PC-Week ahead of Telemagic,
ACT, Action, and (80/20); Complete ORDER.FRM on this Directory and
send along with $129 U.S. dollars to Software Assoc, or Call
(513) 661-0398,or E-Mail CompuServe ID # 76104,1671 with ORDER.FRM
Compare this price to the current Retail Price of ACT! 2.0 of $395
and Telemagic's current retail Price of $495 !!!!!!
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