Magnum One/Magnum One (Mid-American Digital) (Disc Manufacturing).iso/d6/cplus211.arc/READ.ME

Text File | 1990-03-06 | 13KB | 279 lines

INTRODUCTION

Welcome to the shareware version of CONTACT PLUS(R). This is a shareware
version of a client tracking system suitable for attorneys, salespersons,
real estate agents, insurance agents, etc. It will run on IBM compatible
systems and works best with a hard disk.

Contact Plus logs the last 30 phone calls and the last 15 letters to each
client in your database. It features an autodialer and a way to keep track
of incoming calls. Contact Plus also interfaces with WordPerfect(TM) and
WordStar using the F6 (WP) key. This is not an ASCII interface -- it will
actually generate instant follow up letters to your clients by simply
pressing a key.

Version 2.11 adds more color to the screens (for color monitors only).
More verbose error messages are printed.  Each field can now be edited
using the insert, delete and arrow keys.

HOW CAN YOU USE CONTACT PLUS?

Let's introduce Harry, a salesperson for a restaurant equipment
manufacturer. Harry needs to keep track of basic information such as the
name, address and phone number of his clients. However, Harry wants a
history of previous contact with his clients. He also needs to track
information such as the best time to contact, the receptionist's name, and
the next action step (send literature, call back, etc). Contact Plus stores
the previous 30 phone calls including the date, time, duration and any
notes for each of his clients. It also has user-defined fields available so
Harry can customize the database for his particular needs. Since Harry
can't touch type, popup lookup menus are available which can save him much
time when entering new data.

As customers call him, he uses the notes windows to keep detailed records
of all conversations. Using the incoming call button (F9) he also has a
record of the phone call. If Harry wishes to recall a conversation about
"blendomatics" but can't remember who he was speaking to, he can search all
notes/phone calls/memos/ticklers for the word "blendomatics".

Harry likes to send follow up letters to his clients immediately after
speaking with them on the phone. Contact Plus makes this simple as it gives
him the ability to enter up to 100 different template files. Each template
file will have the client's name/address/city entered. Since Harry has been
using WordPerfect for a while and has a laser printer, Contact Plus enables
Harry to send handsome follow-up letters which impress his clients.

At the end of the week, Harry has to report the number of calls he has made
to his clients. He simply sends a copy of the phone log report captured to
an output file to his main office.

Keeping track of customers used to take Harry hours every day. He wasn't
able to spend all the time he wanted actually making contact with his
clients. With Contact Plus, Harry can now keep better track of his
customers and have even more time to bring in new business.

FEATURES

  o  autodialer                     o  phone call history
  o  rolodex cards                  o  mailing labels
  o  mail/merge for mass mailings   o  correspondence history
  o  elapsed phone call timer       o  user defined index fields
  o  user defined date fields       o  phone call graph
  o  multiple databases             o  unlimited date stamped notes
  o  ticklers/reminders             o  keeps track of holidays/vacations
  o  full featured Word Processor   o  reschedules your outstanding ticklers
  o  automated follow up schedules
  o  extensive online help (over 2,000 lines of help)
  o  24 categories to classify your contacts
  o  boolean search capability on categories
  o  interface to word processor with form files
  o  interleaved letter/envelope printing
  o  call analysis reports (Who didn't you call?)
  o  local and long distance dialing prefixes
  o  popup lookup and data entry windows
  o  colorful calendars and screens

=============================================================================

If you order Contact Plus, in addition to over 100 pages of printed
documentation you will receive:

   o  CONCAL - monthly calendar generation program
   o  CHECK  - prints out today's appointments whenever
               machine is turned on
   o  CFIX   - repairs broken databases
   o  IMPORT - import ASCII data from other database programs or computers
   o  MS     - MicroStar word processor

The registered shareware version of Contact Plus is priced at $79. Add $5
for shipping & handling.  Send a check and your shipping address with
your order to:

       E Trujillo Software
       PO Box 3992
       Albuquerque, NM  87190
       USA

or for rush orders call:

       [phone] (information & orders)

E Trujillo Software reserves the right to change this offer at anytime.
Contact Plus is a registered trademark of E Trujillo Software. E Trujillo
Software also holds the US copyright (c) 1989 to Contact Plus.
=============================================================================

INSTALLATION INSTRUCTIONS:

   Make sure that the proper date and time are setup.  CONTACT PLUS makes
   heavy use of the date and time throughout the system.

      (1) Copy all files into a CONTACT directory on your hard disk

      (2) Enter the command "C" at the prompt.

   Press the HELP button (F1) often when first getting acquainted
   with Contact Plus.

   If you have a problem at startup with the message:

       CANNOT OPEN ALL FILES ... QUITTING

       Follow these steps:

          (1)  Locate your "config.sys" file.  This file is a DOS
               configuration file and is located in the top directory
               of your boot disk.

          (2)  Issue the following command which will either create the
               config.sys file or add the line to it.

                  C> echo FILES=20 >> config.sys

          (3)  Turn off your computer and turn it back on again.

          (4)  Try to run Contact Plus again.

    Contact Plus comes with a sample database already programmed in.  You
    may change any of the user defined fields and experiment with the system
    as you wish.

    Make sure that you backup the database everyday.  You will soon find
    that the data you keep is very valuable.

CUSTOMIZING CONTACT PLUS

Go to the USER PARAMETER MENU to change the user defined fields.  You
will want to set the first two user defined fields with something that
can be sorted such as account number, region, sales id, or social security
number.  You may also want to customize the user defined date fields.

ADDING/DELETING CONTACTS

Adding, and deleting contacts can only be done from the header page under
the contact menu.  To add a new contact, simply press A followed by the
ENTER key.  You can copy the information being displayed to the new contact
or enter your information on a new clean screen.  When finished adding the
contact, press ESC.  You will be prompted to save the contact.

Press the UP and DOWN arrow to access different contacts or enter the first
few characters of the last name.  If you change the index to COMPANY, you
can access the contacts by company name instead of last name.  The indexing
feature is also available for zip code, user field 1 and user defined field 2.

PHONE CALLS

Press F3 or F4 from any of the pages under the Contact Menu.  Of course,
the contact that you want to dial must be displayed on the screen.  If you
have a Hayes compatible modem, Contact Plus will dial the phone for you.
Otherwise, you can still press F3 or F4 to log the phone call but you will
have to dial the phone manually.

Each call will be stored in the phone log page with the most recent call
appearing at the top of the screen.  The phone calls cannot be deleted
once they are entered.  You have access to the previous 30 calls only.

AUTOMATED FOLLOWUP LETTERS

Contact Plus has the unique ability to interface with WordPerfect  and
WordStar when generating followup letters automatically.  From the
Contact Plus menu, simply press F6 and you will be presented with a list
of up to 100 different FORM files.  Each file is a template with codes
where the salutation, address, dates will go.  You must specify the
path of your word processor in the SYSTEM PARAMETER MENU in order
for this to work properly.

Press F6 with the sample database and you will be placed in the
sample word processor called MSDEMO which only illustrates the
capability of the followup letter feature.

POPUP WINDOWS

Most prompts in the header page have a popup window that enables you to
enter common information at the press of a few keystrokes.  If the
popups are set to appear automatically, they will popup whenever the
highlight bar is placed over the field.  Otherwise, press F10 to access
the popup menu on those prompts in the HEADER PAGE.  Press F10 again
to modify the popup menu.

NOTES

While in any of the contact menu pages, you may press the F7 key (NOTES)
which will bring up a date/time stamped note.  The notes may be
summoned while any other popup window is on the screen.  It is especially
convenient when talking on the phone.

There are an unlimited number of notes that can be stored perpetually
for each contact in the database.

TICKLERS

Use the tickler feature to remind you to call back or followup on one
of your clients.  Each contact in the database has up to 15 different
associated ticklers.  Use the DONE? field to signify if the task was
completed, not completed or if you don't care.

The ticklers marked as NOT DONE today, will be rescheduled to a date
in the future.

REPORTS

There are 15 reports available all of which can be printed on the screen,
printer or sent to a capture file for later processing with a word processor.

A selection menu will appear after the report is chosen.  The selection
menu allows you to sort and select particular clients

MAIL/MERGE

If you wish to send one letter to a bunch of clients the mail/merge
feature will allow you to do just that.  Simply create an ASCII
text file using your favorite editor and call it CONTACT.1, CONTACT.2
CONTACT.3 through CONTACT.9.  The first mail/merge template under
the mail/merge menu corresponds to the CONTACT.1, the second template
corresponds to the file CONTACT.2, etc.  The sample file "CONTACT.1" is
included with the shareware version.


==============================================================================

For those with extensive client tracking needs, we are also offering Contact
Plus Professional which is different from the shareware version in the
following features:

   o    the database uses approximately 50% less disk space
   o    database access is about twice as fast
   o    there is NO limit to the number of phone calls can be stored
   o    there is NO limit to the number of letters that can be stored
   o    a DEAR field has been added (Dear *de)
   o    wordwrap on the NOTES window when adding a new note
   o    a history popup window has been added displaying all calls and letters
   o    two more user defined fields have been added to header screen
   o    you can select which fields will have an automatic popup menu
   o    the popup menus have more selections on most fields
   o    HP laser labels (two different Avery formats)
   o    3 up mailing labels for pinfeed printers
   o    country field was expanded from 9 to 15 characters
   o    company name field was expanded from 30 to 34 characters
   o    6 keys to access DOS with ability to pass mail/merge codes as parameters
   o    Index on next tickler date.  Press down arrow to access contacts in
        order of tickler date.
   o    remembers index, page and contact last accessed between sessions
   o    phone numbers are printed on TODAY'S TICKLER REPORT
   o    tickler rescheduler will reschedule ticklers not DONE for ALL ticklers
        prior to today (not just today's ticklers)
   o    an on-line tutorial with plenty of examples
   o    browse screen
   o    optional interface to Calendar Creator Plus from Power Up Software
   o    optional interface to DBASE III

For more information on the professional version please contact :

    E Trujillo Software
    PO Box 3992
    Albuquerque, NM  87107
    USA
    [phone]

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