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E A S Y M E M B E R S H I P
VERSION 4.0
U S E R M A N U A L
COPYRIGHT (C) 1996 CLARENCE EDWARD RILEY
E A S Y M E M B E R S H I P
SOFTWARE REGISTRATION AGREEMENT
Registered Version:
This software is registered to you to be used on any single
machine. It may not be used by more than you nor on more than
one machine simultaneously. You are not allowed to make any
copies of this software. You may not transfer this software to a
third party. These policies will take affect on the day you receive
your software. Your registration is revoke automatically if you
fail to comply with any terms or conditions of this agreement.
Unregistered Version:
The Unregistered Version of this software system can be copied and
distributed by individuals or software distributors. You are
not allowed to delete or modify any of the files that make up
this system without the written permission of CLARENCE E. RILEY.
Software distributors can only receive a reasonable fee (up to
$6) for distributing this software system.
Registered And Unregistered Versions:
This program is distributed "AS IS". CLARENCE E. RILEY or any
software distributor cannot be held liable to you for any damages,
lost profits, lost saving, or any type of loses or damages
regardless of the circumstances.
NO PART OF THIS MANUAL MAY BE REPRODUCED OR TRANSMITTED IN ANY FORM
FOR ANY PURPOSE WITHOUT THE EXPRESS WRITTEN PERMISSION OF CLARENCE
E. RILEY.
COPYRIGHT CLARENCE E. RILEY 1996. ALL RIGHTS RESERVED.
i
CONTENTS
1. GETTING STARTED.
Welcome. 1
System Requirements. 1
Installing The Software. 1
2. THE MAIN MENU.
The Database Menu. 2
The Report Menu. 2
The Label Menu. 3
The Update Menu. 3
DISPLAY SPECIAL INSTRUCTIONS. 3
PRINT REGISTRATION FORM. 3
PRINT PROGRAM USER MANUAL. 3
LICENSE/DISCLAIMER/COPYRIGHT. 3
3. THE DATABASE MEMU.
Create Member Type-1 Record. 4
Create Member Type-2 Record. 5
Edit A Member Record. 5
Browse A Member Record. 5
Delete A Member Record. 5
Member Number Look-Up. 6
4. THE REPORT MENU.
Membership Report Menu. 7
Bookkeeping Report Menu. 7
Exceptional Report Menu. 7
5. THE MEMBERSHIP REPORT MENU.
Membership Report-1. 9
Membership Report-2. 9
Membership Report-3. 10
Membership Report-4. 10
6. THE MEMBERSHIP REPORT-1.
Membership Report-1 For All Members. 11
Membership Report-1 For Active Members. 11
Membership Report-1 For Inactive Members. 12
Membership Report-1 For Collection Members. 12
Membership Report-1 For Expense Members. 12
ii
CONTENTS
7. THE MEMBERSHIP REPORT-2.
Membership Report-2 For All Members. 13
Membership Report-2 For Active Members. 14
Membership Report-2 For Inactive Members. 14
Membership Report-2 For Collection Members. 14
Membership Report-2 For Expense Members. 15
Membership Report-2 For Specific Members. 15
Member Number Look-Up. 15
8. THE MEMBERSHIP REPORT-3.
Membership Report-3 For All Members. 16
Membership Report-3 For Active Members. 16
Membership Report-3 For Inactive Members. 17
Membership Report-3 For Collection Members. 17
Membership Report-3 For Expense Members. 17
Membership Report-3 For Specific Members. 18
Member Number Look-Up. 18
9. THE MEMBERSHIP REPORT-4.
Membership Report-4 For All Members. 19
Membership Report-4 For Active Members. 19
Membership Report-4 For Inactive Members. 20
Membership Report-4 For Collection Members. 20
Membership Report-4 For Expense Members. 20
Membership Report-4 For Specific Members. 21
Member Number Look-Up. 21
10. THE BOOKKEEPING REPORT MENU.
Print Organization Collection Report. 22
Display Organization Collection Report. 22
Print Organization Expense Report. 23
Display Organization Expense Report. 23
Print Collection/Expense Status Report. 23
Display Collection/Expense Status Report. 23
iii
CONTENTS
11. THE EXCEPTIONAL REPORT MENU.
Member's Birthday Report. 25
Member's Anniversary Report. 25
Member's Next Contact Report. 26
Member's Last Contact Report. 26
12. THE LABEL MENU.
The Membership Label Menu. 27
The Exception Label Menu. 27
13. THE MEMBERSHIP LABEL MENU.
Name And Address Labels For All Members. 28
Name And Address Labels For Active Members. 28
Name And Address Labels for Inactive Members. 29
Name And Address Labels For Expense Members. 29
Name And Address Labels for Collection Members. 29
Name And Address Labels for Specific Members. 30
Member Number Look-Up. 30
14. THE EXCEPTIONAL LABEL MENU.
Member's Birthday Label. 31
Member's Anniversary Label. 31
Member's Next Contact Label. 32
Member's Last Contact Label. 32
15. THE UPDATE MENU.
Organization Information. 33
Update System Database. 33
Backup System Database. 33
Restore System Database. 34
Reset Collections/Expenses. 34
Reset Attendance Records. 34
Membership System Options. 35
iv
CONTENTS
16. APPENDIX A.
MEMBER RECORD SCREEN LAYOUTS. 37
Database Field Descriptions Type-1. 45
Database Field Descriptions Type-2. 48
17. APPENDIX B.
INFORMATION SHEET FOR TYPE-1 RECORDS. 50
INFORMATION SHEET FOR TYPE-2 RECORDS. 51
18. APPENDIX C.
GLOSSARY. 52
19. APPENDIX D.
OTHER SOFTWARE PROGRAMS. 53
20. APPENDIX E.
MEMBERSHIP SYSTEM NOTES. 54
v
GETTING STARTED
WELCOME.
Thank you for using EASY MEMBERSHIP. You will find this software
very easy to use. However, we are providing this user manual to
assist you in using the program. Please call or write with your
comments or suggestions.
SYSTEM REQUIREMENTS.
EASY MEMBERSHIP can run on all 100% IBM compatible, including the
IBM PC, XT, and AT models. It requires DOS versions 2.1 or higher.
Your "CONFIG.SYS" file should allow at least 20 files to be open
(see your DOS manual).
INSTALLING THE SOFTWARE.
EASY MEMBERSHIP can run on a floppy disk system, but we recommend
that you install it on your hard drive. To install the software
enter the program disk into the "A" drive and type install, then
press the enter key. At this time, a new sub-directory called
"MEMBER4" will be created and all files needed to run the software
will be copied into the new sub-directory. Then enter "GO" to start
the program.
PAGE 1
MAIN MENU
EASY MEMBERSHIP - is a menu-driven system that requires in most
cases just pushing a few buttons to accomplish a task. On the Main
Menu you have up to eight options to choose from.
******************************************************
* M A I N M E N U *
* EASY MEMBERSHIP *
******************************************************
******************************************************
* 1. DATABASE MENU. *
* *
* 2. REPORT MENU. *
* *
* 3. LABEL MENU. *
* *
* 4. UPDATE MENU. *
* *
* 5. DISPLAY SPECIAL INSTRUCTIONS. *
* *
* 6. PRINT REGISTRATION FORM. *
* *
* 7. PRINT PROGRAM USER MANUAL. *
* *
* 8. LICENSE/DISCLAIMER/COPYRIGHT. *
* *
* 9. EXIT MEMBERSHIP SYSTEM. *
******************************************************
OPTION-1 --- DATABASE MENU.
Use this option when you need to browse, edit, add,
or delete a member record from the database. You
will find seven sub-options when you select this
option from the Main menu. See page 4 for these sub-
options.
OPTION-2 --- REPORT MENU.
Use this option when you need to print reports or
display information from the member's database to
the screen. You will find four sub-options when you
select this option from the Main Menu. See page 7
for these sub-options.
PAGE 2
MAIN MENU
EASY MEMBERSHIP - is a menu-driven system that requires in most
cases just pushing a few buttons to accomplish a task. On the Main
Menu you have up to eight options to choose from.
OPTION-3 --- LABEL MENU.
Use this option when you need to print name and
address mailing labels. Labels can be printed for
any member within the database. You will find three
sub-options when you select this option from the
Main Menu. See page 27 for these sub-options.
OPTION-4 --- UPDATE MENU.
Use this option to keep the member's database and
system's database up-to-date at all times. You will
find eight sub-options when you select this option
from the Main Menu. See page 33 for these sub-
options.
OPTION-5 --- DISPLAY SPECIAL INSTRUCTIONS.
In this option you will find special instructions
used to operate Easy Membership.
OPTION-6 --- PRINT REGISTRATION FORM.
This option will print a registration form to your
printer.
OPTION-7 --- PRINT PROGRAM USER MANUAL.
This option will the program user manual to your
printer.
OPTION-8 --- LICENSE/DISCLAIMER/COPYRIGHT.
Please read this important information. There are
some legal aspects about this system.
OPTION-9 --- EXIT EASY MEMBERSHIP.
Always use this option to exit EASY MEMBERSHIP. This
will insure that all database information is saved.
PAGE 3
THE DATABASE MENU
You can enter the Database Menu by selecting option-1 under the
Main Menu. It consist of seven sub-options.
******************************************************
* DATABASE MENU *
* EASY MEMBERSHIP *
******************************************************
******************************************************
* 1. CREATE MEMBER TYPE-1 RECORD. *
* *
* 2. CREATE MEMBER TYPE-2 RECORD. *
* *
* 3. EDIT MEMBER RECORD. *
* *
* 4. BROWSE MEMBER RECORD. *
* *
* 5. DELETE MEMBER RECORD. *
* *
* 6. USE MEMBER NUMBER LOOK-UP. *
* *
* 7. EXIT DATABASE MENU. *
******************************************************
OPTION-1 --- CREATE MEMBER TYPE-1 RECORD.
Use this option to create a member type-1 record.
The member type-1 record contains very personal
information about the member. A member type-1 record
will be needed for each member of you organization.
The member number will be automatically assigned by
Easy Membership. This is done to eliminate having
the same member number for two different members.
When adding a new member, a Last Name must be
entered. If a Last Name is not entered, the member
record will not be added.
PAGE 4
THE DATABASE MENU
You can enter the Database Menu by selecting option-1 under the
Main Menu. It consist of seven sub-options.
OPTION-2 --- CREATE MEMBER TYPE-2 RECORD.
Use this option to create a member type-2 record.
The member type-2 record will not contain the
personal information associated with a individual.
A member type-2 record may be created for
organization expenses such as lights, gas, and rent.
The member number will be automatically assigned by
Easy Membership. This is done to eliminate having
the same member number for two different members.
When adding a new member, an Account Title must be
entered. If an Account Title is not entered, the
record will not be added.
OPTION-3 --- EDIT MEMBER RECORD.
Use this option when you need to edit a member's
record. Every field except the member number
can be updated. The member number can not be
updated. If this field was allowed to be edited
duplicate member numbers may exist within the
system. You must enter the 6 digit member number to
access a member's record.
OPTION-4 --- BROWSE MEMBER RECORD.
Use this option when you need to browse a member's
record. No information about the member can be
edited. You must enter the six digit member number
to access a record.
OPTION-5 --- DELETE MEMBER RECORD.
Use this option to delete a member's record. You
must enter the six digit member number to access a
member record. This option will only mark the record
for deletion. You can still unmark the record from
deletion until you select the "UPDATE SYSTEM FILE"
option from the Update Menu.
PAGE 5
THE DATABASE MENU
You can enter the Database Menu by selecting option-1 under the
Main Menu. It consist of seven sub-options.
OPTION-6 --- MEMBER NUMBER LOOK-UP.
Use this option to find a member number by using
the member's Last Name for type-1 members or using
the account Title for type-2 records. For example,
to find the member number for JOHN SMITH you will
type SMITH or SMI to obtain a display of all members
beginning with that last name.
OPTION-7 --- EXIT DATABASE MENU.
Use this option to exit the DATABASE MENU and return
to the MAIN MENU.
PAGE 6
THE REPORT MENU
You can enter the Report Menu by selecting option-2 under the Main
Menu. It consist of four sub-options.
******************************************************
* REPORT MENU *
* EASY MEMBERSHIP *
******************************************************
******************************************************
* 1. MEMBERSHIP REPORTS. *
* *
* 2. BOOKKEEPING REPORTS. *
* *
* 3. EXCEPTIONAL REPORTS. *
* *
* 4. EXIT REPORT MENU. *
******************************************************
OPTION-1 --- THE MEMBERSHIP REPORT MENU.
Use this option to print Membership Reports.
You will find five sub-options when you select
select this option from the Report Menu.
See page 11 for these sub-options.
OPTION-2 --- THE BOOKKEEPING REPORT MENU.
Use this option to print or display Bookkeeping
reports. You will find seven sub-options when you
select this option from the Report Menu. See page 20
for these sub-options.
OPTION-3 --- THE EXCEPTIONAL REPORT MENU.
Use this option to print Exceptional Reports.
You will find four sub-options when you select this
option from the Report Menu. See page 23 for these
sub-options.
PAGE 7
THE REPORT MENU
You can enter the Report Menu by selecting option-2 under the Main
Menu. It consist of four sub-options.
OPTION-4 --- EXIT REPORT MENU.
Use this option to exit the REPORT MENU and return
to the MAIN MENU.
PAGE 7
THE MEMBERSHIP REPORT MENU
You can enter the Membership Report Menu by selecting option-1
under the Report Menu. It consist of five sub-options.
**********************************************************
* MEMBERSHIP REPORT MENU *
* EASY MEMBERSHIP *
**********************************************************
**********************************************************
* 1. MEMBERSHIP REPORT-1. *
* *
* 2. MEMBERSHIP REPORT-2. *
* *
* 3. MEMBERSHIP REPORT-3. *
* *
* 4. MEMBERSHIP REPORT-4. *
* *
* 5. EXIT MEMBERSHIP REPORT MENU. *
**********************************************************
OPTION-1 --- MEMBERSHIP REPORT-1.
Use this option to print Easy Membership's
Report-1. You will find seven sub-options
when you select this option from the Membership
Report Menu. See page 11 for these sub-options.
OPTION-2 --- MEMBERSHIP REPORT-2.
Use this option to print Easy Membership's
Report-2. You will find eight sub-options
when you select this option from the Membership
Report Menu. See page 13 for these sub-options.
PAGE 9
THE MEMBERSHIP REPORT MENU
You can enter the Membership Report Menu by selecting option-1
under the Report Menu. It consist of five sub-options.
OPTION-3 --- MEMBERSHIP REPORT-3.
Use this option to print Easy Membership's
Report-3. You will find eight sub-options
when you select this option from the Membership
Report Menu. See page 16 for these sub-options.
OPTION-4 --- MEMBERSHIP REPORT-4.
Use this option to print Easy Membership's
Report-4. You will find eight sub-options
when you select this option from the Membership
Report Menu. See page 19 for these sub-options.
OPTION-5 --- EXIT MEMBERSHIP REPORT MENU.
Use this option to exit the MEMBERSHIP REPORT MENU
and return to the REPORT MENU.
PAGE 10
THE MEMBERSHIP REPORT-1 MENU
You can enter the Membership Report-1 Menu by selecting option-1
under the Membership Report Menu. It consist of six sub-options.
**********************************************************
* REPORT-1 MENU *
* EASY MEMBERSHIP *
**********************************************************
**********************************************************
* 1. MEMBERSHIP REPORT-1 FOR ALL MEMBERS. *
* *
* 2. MEMBERSHIP REPORT-1 FOR ACTIVE MEMBERS. *
* *
* 3. MEMBERSHIP REPORT-1 FOR INACTIVE MEMBERS. *
* *
* 4. MEMBERSHIP REPORT-1 FOR COLLECTION MEMBERS. *
* *
* 5. MEMBERSHIP REPORT-1 FOR EXPENSE MEMBERS. *
* *
* 6. EXIT MEMBERSHIP REPORT-1 MENU. *
**********************************************************
OPTION-1 --- MEMBERSHIP REPORT-1 FOR ALL MEMBERS.
Use this option to print a list of all members
in the database. The following information
will be printed for each member: member number,
name, phone number, and year-to-date funds.
At the end of the report, a total of all active
members, a total of all inactive members, and a
grand total of all members will be printed.
OPTION-2 --- MEMBERSHIP REPORT-1 FOR ACTIVE MEMBERS.
Use this option to print a list of active members
in the database. The following information
will be printed for each member: member number,
name, phone number, and year-to-date funds.
At the end of the report, a total of all active
members will be printed.
PAGE 11
THE MEMBERSHIP REPORT-1 MENU
You can enter the Membership Report-1 Menu by selecting option-1
under the Membership Report Menu. It consist of six sub-options.
OPTION-3 --- MEMBERSHIP REPORT-1 FOR INACTIVE MEMBERS.
Use this option to print a list of inactive members
in the database. The following information
will be printed for each member: member number,
name, phone number, and year-to-date funds.
At the end of the report, members, a total of all
inactive members will be printed.
OPTION-4 --- MEMBERSHIP REPORT-1 FOR COLLECTION MEMBERS.
Use this option to print a list of collection
members in the database. The following information
will be printed for each member: member number,
name, phone number, and year-to-date funds.
At the end of the report, a total of all collection
members will be printed.
OPTION-5 --- MEMBERSHIP REPORT-1 FOR EXPENSE MEMBERS.
Use this option to print a list of expense
members in the database. The following information
will be printed for each member: member number,
name, phone number, and year-to-date funds.
At the end of the report, a total of all expense
members will be printed.
OPTION-6 --- EXIT MEMBERSHIP REPORT-1 MENU.
Use this option to exit the MEMBERSHIP REPORT-1 MENU
and return to the REPORT MENU.
PAGE 12
THE MEMBERSHIP REPORT-2 MENU
You can enter the Membership Report-2 Menu by selecting option-2
under the Membership Report Menu. It consist of eight sub-options.
**********************************************************
* REPORT-2 MENU *
* EASY MEMBERSHIP *
**********************************************************
**********************************************************
* 1. MEMBERSHIP REPORT-2 FOR ALL MEMBERS. *
* *
* 2. MEMBERSHIP REPORT-2 FOR ACTIVE MEMBERS. *
* *
* 3. MEMBERSHIP REPORT-2 FOR INACTIVE MEMBERS. *
* *
* 4. MEMBERSHIP REPORT-2 FOR COLLECTION MEMBERS. *
* *
* 5. MEMBERSHIP REPORT-2 FOR EXPENSE MEMBERS. *
* *
* 6. MEMBERSHIP REPORT-2 FOR SPECIFIC MEMBERS. *
* *
* 7. MEMBER NUMBER LOOK-UP. *
* *
* 8. EXIT MEMBERSHIP REPORT-2 MENU. *
**********************************************************
OPTION-1 --- MEMBERSHIP REPORT-2 FOR ALL MEMBERS.
Use this option to print an information sheet for
all members in the database. The information
sheet will contain a print out of all information
kept on a member with collection and expense data.
No attendance information will appear on this
report.
PAGE 13
THE MEMBERSHIP REPORT-2 MENU
You can enter the Membership Report-2 Menu by selecting option-2
under the Membership Report Menu. It consist of eight sub-options.
OPTION-2 --- MEMBERSHIP REPORT-2 FOR ACTIVE MEMBERS.
Use this option to print an information sheet for
all active members in the database. The information
sheet will contain a print out of all information
kept on a member with collection and expense data.
No attendance information will appear on this
report.
OPTION-3 --- MEMBERSHIP REPORT-2 FOR INACTIVE MEMBERS.
Use this option to print an information sheet for
all inactive members in the database. The
information sheet will contain a print out of all
information kept on a member with collection and
expense data. No attendance information will appear
on this report.
OPTION-4 --- MEMBERSHIP REPORT-2 FOR COLLECTION MEMBERS.
Use this option to print an information sheet for
all collection members in the database. The
information sheet will contain a print out of all
information kept on a member with collection data.
No attendance information will appear on this
report.
PAGE 14
THE MEMBERSHIP REPORT-2 MENU
You can enter the Membership Report-2 Menu by selecting option-2
under the Membership Report Menu. It consist of eight sub-options.
OPTION-5 --- MEMBERSHIP REPORT-2 FOR EXPENSES MEMBERS.
Use this option to print an information sheet for
all expense members in the database. The
information sheet will contain a print out of all
information kept on a member with expense data.
No attendance information will appear on this
report.
OPTION-6 --- MEMBERSHIP REPORT-2 FOR SPECIFIC MEMBERS.
Use this option to print an information sheet for
specific members in the database. The information
sheet will contain a print out of all information
kept on a member with collection and expense data.
No attendance information will appear on this
report. You must enter the six digit member number
to access the member record.
OPTION-7 --- MEMBER NUMBER LOOK-UP.
Use this option the find a member number by using
the member's Last Name for type-1 members or using
the Record Title for type-2 records. For example, to
find the member number for JOHN SMITH to print
Report-2, you will type SMITH or SMI to obtain a
display of all members beginning with that last
name.
OPTION-8 --- EXIT MEMBERSHIP REPORT-2 MENU.
Use this option to exit the MEMBERSHIP REPORT-2 MENU
and return to the MEMBERSHIP REPORT MENU.
PAGE 15
THE MEMBERSHIP REPORT-3 MENU
You can enter the Membership Report-3 Menu by selecting option-3
under the Membership Report Menu. It consist of eight sub-options.
**********************************************************
* REPORT-3 MENU *
* EASY MEMBERSHIP *
**********************************************************
**********************************************************
* 1. MEMBERSHIP REPORT-3 FOR ALL MEMBERS. *
* *
* 2. MEMBERSHIP REPORT-3 FOR ACTIVE MEMBERS. *
* *
* 3. MEMBERSHIP REPORT-3 FOR INACTIVE MEMBERS. *
* *
* 4. MEMBERSHIP REPORT-3 FOR COLLECTION MEMBERS. *
* *
* 5. MEMBERSHIP REPORT-3 FOR EXPENSE MEMBERS. *
* *
* 6. MEMBERSHIP REPORT-3 FOR SPECIFIC MEMBERS. *
* *
* 7. MEMBER NUMBER LOOK-UP. *
* *
* 8. EXIT MEMBERSHIP REPORT-3 MENU. *
**********************************************************
OPTION-1 --- MEMBERSHIP REPORT-3 FOR ALL MEMBERS.
Use this option to print an information sheet for
all members in the database. The information
sheet will contain a print out of all information
kept on a member with attendance information.
No collection and expense data will appear on this
report.
OPTION-2 --- MEMBERSHIP REPORT-3 FOR ACTIVE MEMBERS.
Use this option to print an information sheet for
all active members in the database. The information
sheet will contain a print out of all information
kept on a member with attendance information.
No collection and expense data will appear on this
report.
PAGE 16
THE MEMBERSHIP REPORT-3 MENU
You can enter the Membership Report-3 menu by selecting option-1
under the Membership Report Menu. It consist of eight sub-options.
OPTION-3 --- MEMBERSHIP REPORT-3 FOR INACTIVE MEMBERS.
Use this option to print an information sheet for
all inactive members in the database. The
information sheet will contain a print out of all
information kept on a member with attendance
information. No collection and expense data will
appear on this report.
OPTION-4 --- MEMBERSHIP REPORT-3 FOR COLLECTION MEMBERS.
Use this option to print an information sheet for
all collection members in the database. The
information sheet will contain a print out of all
information kept on a member with attendance
information. No collection and expense data will
appear on this report.
OPTION-5 --- MEMBERSHIP REPORT-3 FOR EXPENSE MEMBERS.
Use this option to print an information sheet for
all expense members in the database. The
information sheet will contain a print out of all
information kept on a member with attendance
information. No collection and expense data will
appear on this report.
PAGE 17
THE MEMBERSHIP REPORT-3 MENU
You can enter the Membership Report-3 Menu by selecting option-3
under the Membership Report Menu. It consist of eight sub-options.
OPTION-6 --- MEMBERSHIP REPORT-3 FOR SPECIFIC MEMBERS.
Use this option to print an information sheet for
specific members in the database. The information
sheet will contain a print out of all information
kept on a member with attendance information.
No collection and expense data will appear on this
report. You must enter the six digit member number
to access the member record.
OPTION-7 --- MEMBER NUMBER LOOK-UP.
Use this option the find a member number by using
the member's Last Name for type-1 members or using
the Record Title for type-2 records. For example, to
find the member number for JOHN SMITH to print
Report-3, you will type SMITH or SMI to obtain a
display of all members beginning with that last
name.
OPTION-8 --- EXIT MEMBERSHIP REPORT MENU.
Use this option to exit the MEMBERSHIP REPORT-3 MENU
and return to the MEMBERSHIP REPORT MENU.
PAGE 18
THE MEMBERSHIP REPORT-4 MENU
You can enter the Membership Report-4 Menu by selecting option-4
under the Membership Report Menu. It consist of eight sub-options.
**********************************************************
* REPORT-4 MENU *
* EASY MEMBERSHIP *
**********************************************************
**********************************************************
* 1. MEMBERSHIP REPORT-4 FOR ALL MEMBERS. *
* *
* 2. MEMBERSHIP REPORT-4 FOR ACTIVE MEMBERS. *
* *
* 3. MEMBERSHIP REPORT-4 FOR INACTIVE MEMBERS. *
* *
* 4. MEMBERSHIP REPORT-4 FOR COLLECTION MEMBERS. *
* *
* 5. MEMBERSHIP REPORT-4 FOR EXPENSE MEMBERS. *
* *
* 6. MEMBERSHIP REPORT-4 FOR SPECIFIC MEMBERS. *
* *
* 7. MEMBER NUMBER LOOK-UP. *
* *
* 8. EXIT MEMBERSHIP REPORT-4 MENU. *
**********************************************************
OPTION-1 --- MEMBERSHIP REPORT-4 FOR ALL MEMBERS.
Use this option to print an invoice, statement,
receipt, bill, and similar type reports for all
members in the database. Only members with there
"PRINT REQUEST LATER = Y" will be printed. See
the UPDATE MENU SYSTEM OPTIONS for certain options
that can be set for Report-4.
OPTION-2 --- MEMBERSHIP REPORT-4 FOR ACTIVE MEMBERS.
Use this option to print an invoice, statement,
receipt, bill, and similar type reports for active
members in the database. Only members with there
"PRINT REQUEST LATER = Y" will be printed. See
the UPDATE MENU SYSTEM OPTIONS for certain options
that can be set for Report-4.
PAGE 19
THE MEMBERSHIP REPORT-4 MENU
You can enter the Membership Report-4 Menu by selecting option-4
under the Membership Report Menu. It consist of eight sub-options.
OPTION-3 --- MEMBERSHIP REPORT-4 FOR INACTIVE MEMBERS.
Use this option to print an invoice, statement,
receipt, bill, and similar type reports for
inactive members in the database. Only members with
there "PRINT REQUEST LATER = Y" will be printed.
See the UPDATE MENU SYSTEM OPTIONS for certain
options that can be set for Report-4.
OPTION-4 --- MEMBERSHIP REPORT-4 FOR COLLECTION MEMBERS.
Use this option to print an invoice, statement,
receipt, bill, and similar type reports for
collection members in the database. Only members
with there "PRINT REQUEST LATER = Y" will be
printed. See the UPDATE MENU SYSTEM OPTIONS for
certain options that can be set for Report-4.
OPTION-5 --- MEMBERSHIP REPORT-4 FOR EXPENSE MEMBERS.
Use this option to print an invoice, statement,
receipt, bill, and similar type reports for expense
members in the database. Only members with there
"PRINT REQUEST LATER = Y" will be printed. See
the UPDATE MENU SYSTEM OPTIONS for certain options
that can be set for Report-4.
PAGE 20
THE MEMBERSHIP REPORT-4 MENU
You can enter the Membership Report-4 Menu by selecting option-4
under the Membership Report Menu. It consist of eight sub-options.
OPTION-6 --- MEMBERSHIP REPORT-4 FOR SPECIFIC MEMBERS.
Use this option to print an invoice, statement,
receipt, bill, and similar type reports for
a specific members in the database. You must enter
the six digit member number to access the member
record.
OPTION-7 --- MEMBER NUMBER LOOK-UP.
Use this option the find a member number by using
the member's Last Name for type-1 members or using
the Record Title for type-2 records. For example, to
find the member number for JOHN SMITH to print
Report-4, you will type SMITH or SMI to obtain a
display of all members beginning with that last
name.
OPTION-8 --- EXIT MEMBERSHIP REPORT-4 MENU.
Use this option to exit the MEMBERSHIP REPORT-4 MENU
and return to the MEMBERSHIP REPORT MENU.
PAGE 21
THE BOOKKEEPING REPORT MENU
You can enter the Bookkeeping Report Menu by selecting option-2
under the Report Menu. It consist of seven sub-options.
**********************************************************
* BOOKKEEPING REPORT MENU *
* EASY MEMBERSHIP *
**********************************************************
**********************************************************
* 1. PRINT ORGANIZATION COLLECTION REPORT. *
* *
* 2. DISPLAY ORGANIZATION COLLECTION REPORT. *
* *
* 3. PRINT ORGANIZATION EXPENSE REPORT. *
* *
* 4. DISPLAY ORGANIZATION EXPENSE REPORT. *
* *
* 5. PRINT COLLECTION/EXPENSE STATUS REPORT. *
* *
* 6. DISPLAY COLLECTION/EXPENSE STATUS REPORT. *
* *
* 7. EXIT BOOKKEEPING REPORT MENU. *
**********************************************************
OPTION-1 --- PRINT ORGANIZATION COLLECTION REPORT.
Use this option to print the Organization Collection
Report. This report contains a week by week printout
of all funds collected for the organization. The
totals are a sum of all the collection member
marked TOTALS = Y on input screen 2. Please allow
time for the calculations to take place.
OPTION-2 --- DISPLAY ORGANIZATION COLLECTION REPORT.
Use this option to display the Organization
Collection Report. This report contains a week by
week printout of all funds collected for the
organization. The totals are a sum of all the
collection records marked TOTALS = Y on input screen
2. Please allow time for the calculations to take
place.
PAGE 22
THE BOOKKEEPING REPORT MENU
You can enter the Bookkeeping Report Menu by selecting option-2
under the Report Menu. It consist of seven sub-options.
OPTION-3 --- PRINT ORGANIZATION EXPENSE REPORT.
Use this option to print the Organization Expense
Report. This report contains a week by week printout
of all expenses for the organization. The totals are
a sum of all the expense records marked TOTALS = Y
on input screen 2. Please allow time for the
calculations to take place.
OPTION-4 --- DISPLAY ORGANIZATION EXPENSE REPORT.
Use this option to display the Organization Expense
Report. This report contains a week by week printout
of all expenses for the organization. The totals are
a sum of all the expense records marked TOTALS = Y
on Input screen 2. Please allow time for the
calculations to take place.
OPTION-5 --- PRINT COLLECTION/EXPENSE STATUS REPORT.
Use this option to print the Collection/Expense
Status Report. This report contains a week by week
printout of all collections minus all expenses. The
totals are a sum of all the member records marked
TOTAL=Y on input screen 2. Please allow time for the
calculations to take place.
OPTION-6 --- DISPLAY COLLECTION/EXPENSE STATUS REPORT.
Use this option to display the Collection/Expense
Status Report. This report contains a week by week
printout of all collections minus all expenses. The
totals are a sum of all the member records marked
TOTAL=Y on input screen 2. Please allow time for the
calculations to take place.
PAGE 23
THE BOOKKEEPING REPORT MENU
You can enter the Bookkeeping Report Menu by selecting option-2
under the Report Menu. It consist of seven sub-options.
OPTION-7 --- EXIT BOOKKEEPING REPORT MENU.
Use this option to exit the BOOKKEEPING REPORT MENU
and return to the REPORT MENU.
PAGE 24
THE EXCEPTIONAL REPORT MENU
You can enter the Exceptional Report Menu by selecting option-3
under the Report Menu. It consist of five sub-options.
******************************************************
* EXCEPTIONAL REPORT MENU *
* EASY MEMBERSHIP *
******************************************************
******************************************************
* 1. MEMBER'S BIRTHDAY REPORT. *
* *
* 2. MEMBER'S ANNIVERSARY REPORT. *
* *
* 3. MEMBER'S NEXT CONTACT REPORT. *
* *
* 4. MEMBER'S LAST CONTACT REPORT. *
* *
* 5. EXIT EXCEPTIONAL REPORT MENU. *
******************************************************
OPTION-1 --- MEMBER'S BIRTHDAY REPORT.
Use this option to print the Birthday Report for all
type-1 members in the database for a specific
month. The Birthday Report will contain the
following information member number, name,
birthday, and age.
OPTION-2 --- MEMBER'S ANNIVERSARY REPORT.
Use this option to print the Anniversary Report
for all members in the database for a specific
month. The Anniversary Report will contain
the following information member number name,
anniversary date, and number of years with the
organization. The anniversary month for the search
will be compared to the Date Join month from type-1
records and Date Open month from type-2 records.
PAGE 25
THE EXCEPTIONAL REPORT MENU
You can enter the Exceptional Report Menu by selecting option-3
under the Report Menu. It consist of five sub-options.
OPTION-3 --- MEMBER'S NEXT CONTACT REPORT.
Use this option to print the Next Contact Report for
all members in the database for a specific
time period. The Next Contact Report will contain
the following information member number, name, next
contact date, next contact time, and next contact
purpose.
OPTION-4 --- MEMBER'S LAST CONTACT REPORT.
Use this option to print the Last Contact Report for
all members in the database for a specific
time period. The Last Contact Report will contain
the following information member number, name, last
contact date, last contact time, and last contact
purpose.
OPTION-5 --- EXIT EXCEPTIONAL REPORT MENU.
Use this option to exit the EXCEPTIONAL REPORT MENU
and return to the REPORT MENU.
PAGE 26
THE LABEL MENU
You can enter the Label Menu by selecting option-3 under the Main
Menu. It consist of three sub-options.
******************************************************
* LABEL MENU *
* EASY MEMBERSHIP *
******************************************************
******************************************************
* 1. MEMBERSHIP LABELS. *
* *
* 2. EXCEPTIONAL LABELS. *
* *
* 3. EXIT LABEL MENU. *
******************************************************
OPTION-1 --- THE MEMBERSHIP LABEL MENU.
Use this option to print Easy Membership's
address label(s). You will find six sub-options
when you select this option from the Label Menu.
See page 28 for these sub-options.
OPTION-2 --- THE EXCEPTIONAL LABEL MENU.
Use this option to print Easy Membership's
Exceptional Labels. You will find five
sub-options when you select this option from the
Label Menu. See page 31 for these sub-options.
OPTION-3 --- EXIT LABEL MENU.
Use this option to exit the LABEL MENU and return
to the MAIN MENU.
PAGE 27
THE MEMBERSHIP LABEL MENU
You can enter the Membership Label Menu by selecting option-1 under
the Label Menu. It consist of eight sub-options.
**********************************************************
* MEMBERSHIP LABEL MENU *
* EASY MEMBERSHIP *
*********************************************************
**********************************************************
* 1. NAME AND ADDRESS LABELS FOR ALL MEMBERS. *
* *
* 2. NAME AND ADDRESS LABELS FOR ACTIVE MEMBERS. *
* *
* 3. NAME AND ADDRESS LABELS FOR INACTIVE MEMBERS. *
* *
* 4. NAME AND ADDRESS LABELS FOR COLLECTION MEMBERS. *
* *
* 5. NAME AND ADDRESS LABELS FOR EXPENSE MEMBERS. *
* *
* 6. NAME AND ADDRESS LABELS FOR SPECIFIC MEMBERS. *
* *
* 7. MEMBER NUMBER LOOK-UP. *
* *
* 8. EXIT MEMBERSHIP LABEL MENU. *
**********************************************************
OPTION-1 --- NAME AND ADDRESS LABELS FOR ALL MEMBERS.
Use this option to print 3 1/2 by 15/16 labels for
all members in the database. The following
information will be printed on each label. The
member name, address, city, state, and zip code.
OPTION-2 --- NAME AND ADDRESS LABELS FOR ACTIVE MEMBERS.
Use this option to print 3 1/2 by 15/16 labels for
active members in the database. The following
information will be printed on each label. The
member name, address, city, state, and zip code.
PAGE 28
THE MEMBERSHIP LABEL MENU
You can enter the Membership Label Menu by selecting option-1 under
the Label Menu. It consist of eight sub-options.
OPTION-3 --- NAME AND ADDRESS LABELS FOR ALL INACTIVE MEMBERS.
Use this option to print 3 1/2 by 15/16 labels for
all inactive members in the database. The following
information will be printed on each label. The
member name, address, city, state, and zip code.
OPTION-4 --- NAME AND ADDRESS LABELS FOR ALL COLLECTION MEMBERS.
Use this option to print 3 1/2 by 15/16 labels for
all collection members in the database. The
following information will be printed on each label.
The member name, address, city, state, and zip code.
OPTION-5 --- NAME AND ADDRESS LABELS FOR EXPENSE MEMBERS.
Use this option to print 3 1/2 by 15/16 labels for
expense members in the database. The following
information will be printed on each label. The
member name, address, city, state, and zip code.
PAGE 29
THE MEMBERSHIP LABEL MENU
You can enter the Membership Label Menu by selecting option-1 under
the Label Menu. It consist of eight sub-options.
OPTION-6 --- NAME AND ADDRESS LABELS FOR SPECIFIC MEMBER.
Use this option to print 3 1/2 by 15/16 labels for
a specific member in the database. The following
information will be printed on each label. The
member name, address, city, state, and zip code.
You must enter a six digit member number to access
the record.
OPTION-7 --- MEMBER NUMBER LOOK-UP.
Use this option to find a member number by using
the member's Last Name for type-1 members or using
the Record Title for type-2 records. For example, to
find the member number for JOHN SMITH to print
a label, you will type SMITH or SMI to obtain a
display of all members beginning with that last
name.
OPTION-8 --- EXIT MEMBERSHIP LABEL MENU.
Use this option to exit the MEMBERSHIP LABEL MENU
and return to LABEL MENU.
PAGE 30
THE EXCEPTIONAL LABEL MENU
You can enter the Exceptional Label Menu by selecting option-2
under the Label Menu. It consist of five sub-options.
******************************************************
* EXCEPTIONAL LABEL MENU *
* EASY MEMBERSHIP *
******************************************************
******************************************************
* 1. MEMBER'S BIRTHDAY LABELS. *
* *
* 2. MEMBER'S ANNIVERSARY LABELS. *
* *
* 3. MEMBER'S NEXT CONTACT LABELS. *
* *
* 4. MEMBER'S LAST CONTACT LABELS. *
* *
* 5. EXIT EXCEPTIONAL LABEL MENU. *
******************************************************
OPTION-1 --- MEMBER'S BIRTHDAY LABELS.
Use this option to print the Birthday Labels for
all type-1 members in the database for a
specific month. The Birthday Labels will contain the
following information: member name, address, city,
state and zip code.
OPTION-2 --- MEMBER'S ANNIVERSARY LABELS.
Use this option to print the Anniversary Labels for
all in the database for a specific month.
The Anniversary Labels will contain the following
information: member name, address, city, state, and
zip code. The anniversary month for the search
will be compared to the Date Join month for type-1
records and Date Open month for type-2 records.
PAGE 31
THE EXCEPTIONAL LABEL MENU
You can enter the Exceptional Label Menu by selecting option-2
under the Label Menu. It consist of five sub-options.
OPTION-3 --- MEMBER'S NEXT CONTACT LABELS.
Use this option to print the Next Contact Labels for
all members in the member's database for a specific
time period. The Next Contact Labels will contain
the following information: member name, address,
city, state, and zip code.
OPTION-4 --- MEMBER'S LAST CONTACT LABELS.
Use this option to print the Last Contact Labels for
all members in the member's database for a specific
time period. The Last Contact Labels will contain
the following information: member name, address,
city, state, and zip code.
OPTION-5 --- EXIT EXCEPTIONAL LABEL MENU.
Use this option to exit the EXCEPTIONAL LABEL MENU
and return to LABEL MENU.
PAGE 32
THE UPDATE MENU
You can enter the Update Menu by selecting option-4 under the Main
Menu. It consist of six sub-options.
******************************************************
* UPDATE MENU *
* EASY MEMBERSHIP *
******************************************************
******************************************************
* 1. ORGANIZATION INFORMATION. *
* *
* 2. UPDATE SYSTEM DATABASE. *
* *
* 3. BACKUP SYSTEM DATABASE. *
* *
* 4. RESTORE SYSTEM DATABASE. *
* *
* 5. RESET COLLECTIONS/EXPENSES. *
* *
* 6. RESET ATTENDANCE INFORMATION. *
* *
* 7. MEMBERSHIP SYSTEM OPTION. *
* *
* 8. EXIT UPDATE MENU. *
******************************************************
OPTION-1 --- ENTER ORGANIZATION INFORMATION.
Use this option to display your organization
information. Such information as name, address, and
phone number can be displayed. This information will
appear in the heading of all your printed reports.
OPTION-2 --- UPDATE SYSTEM DATABASE.
Use this option to update your database files.
After marking records for deletion, you must select
this option to physically remove them from the
file.
OPTION-3 --- BACKUP SYSTEM DATABASE.
Use this option to backup your database files to
a floppy disk.
PAGE 33
THE UPDATE MENU
You can enter the System File Update Menu by selecting option-4
under the Main Menu. It consist of six sub-options.
OPTION-4 --- RESTORE SYSTEM DATABASE.
Use this option to restore your database files from
a floppy disk.
OPTION-5 --- RESET COLLECTIONS/EXPENSES.
Use this option to reset all member's totals for
each member record. All totals will be set to zero.
This should only be done at the beginning of each
fiscal year. Please make a backup of your
"MEMBER.DBF" before resetting your totals. This
files can be used to keep records for tax purposes.
OPTION-6 --- RESET ATTENDANCE INFORMATION.
Use this option to reset all attendance information
for each member record. All records will be updated.
This should only be done at the beginning of each
fiscal year. Please make a backup of your
"MEMBER.DBF" before resetting your file. This
files can be used to keep records for future use.
PAGE 34
THE UPDATE MENU
You can enter the System File Update Menu by selecting option-4
under the Main Menu. It consist of six sub-options.
OPTION-7 --- MEMBERSHIP SYSTEM OPTIONS.
REMOVE DELETED RECORDS WHEN EXITING: Enter "Y" to
remove records marked for deletion each time you
exit EASY MEMBERSHIP.
PRINT RECORD NUMBER ON LABEL: Enter "Y" to print
the member record number on all Name and Address
labels.
USING A LASER PRINTER: Enter "Y" if using a laser
printer to print name and address labels.
RESET THE PRINT FLAG FOR REPORT 4: Enter "Y" to
set the Print Request Later flag to "N" after each
record is printed from options 1 - 5 of Report-4
Report Menu.
NAME FOR TYPE REQUEST FOR REPORT 4: Enter the title
that will be the default, for the name of Report 4.
DESCRIPTION FOR ITEMS ON REPORT 4: Enter the item
name that will default for the item titles for
Report-4
NAME FOR ITEM AMOUNT FOR REPORT 4: Enter the item
name that will default for the item amount title
for Report-4.
NUMBER DAYS DUE DATE FOR REPORT 4: Enter the number
of days that the due date will be greater than the
request day for Report-4.
COMMENTS TO BE PRINTED ON REPORT 4: Enter comments
that will be printed by default to Report-4.
PAGE 35
THE UPDATE MENU
You can enter the System File Update Menu by selecting option-4
under the Main Menu. It consist of six sub-options.
USING ADDITIONAL BALANCES: Enter "Y" if using the
additional balance fields available on Screen 2 for
online member information.
DESCRIPTION FIRST ADDITIONAL BAL: Tilte for the
first additional balance field on Screen 2 of member
online information. Example "TOTAL DEBITS". The
yearly total amount will be subtracted from the
first additional balance field and the balance will
be stored in the second additional balance field.
DESCRIPTION SECOND ADDITIONAL BAL: Tilte for the
second additional balance field on Screen 2 of
member online information. Example "AMOUNT
OUTSTANDING". The yearly total amount will be
subtracted from the first additional balance
field and the balance will be stored in the second
additional balance field.
can be changed at any time. The password given to
USE EASY MEMBERSHIP PASSWORD SYSTEM: Enter "Y" to
use the password system. The next time you enter
the system a password must be entered. The password
can be changed at any time. The password given to
the system when you purchase it is "ABCDE".
OPTION-8 --- EXIT UPDATE MENU.
Use this option to exit the UPDATE SYSTEM FILES MENU
and return to the MAIN MENU.
PAGE 36
APPENDIX A
MEMBER TYPE-1 SCREEN LAYOUTS:
12/31/93 ENTER MEMBER'S INFORMATION PAGE 1
MEMBER #: ______ LAST NAME:_____________ FIRST NAME:___________
ADDRESS: ______________________________
______________________________
CITY: ______________________________ STATE: _____ ZIP:______
UPDATE MEMO FIELD: X USER ACCOUNT #: ____________ USER CODE: ___
HOME PHONE: (___) _____-______ BIRTH DATE: ___/___/___ REG: ___
MARTIAL STATUS: _____ SEX ____ SSN: ______-____-________
EMERGENCY: __________ RELATIONSHIP:_______ PHONE: (___)_____-_____
DATE JOIN: __/__/__ ACTIVE MEMBER: __ DUTIES: _____________
NEXT CONTACT DATE: __/__/__ PURPOSE: ________________________
NEXT CONTACT TIME: ___:__PM COMMENTS: ________________________
LAST CONTACT DATE: __/__/__ PURPOSE: ________________________
LAST CONTACT TIME: ___:__PM COMMENTS: ________________________
HOBBIES: __________________ EMPLOYER: ______________________
EDUCATION: _______________ WORK PHONE: (___) _____-_________
SP TALENTS: _______________ OCCUPATION: ______________________
PAGE 37
APPENDIX A
MEMBER TYPE-2 SCREEN LAYOUTS:
12/31/93 ENTER MEMBER'S INFORMATION PAGE 1
MEMBER #: ______ ACCOUNT TITLE: _____________________________
ACCOUNT NUMBER: _____________________________
MAIL TO: ______________________________
ADDRESS: ______________________________
______________________________
CITY: ______________________________ STATE: _____ ZIP:______
UPDATE MEMO FIELD: X USER ACCOUNT # ____________ USER CODE: ___
DAY PHONE:(__) ___-___ EVEN PHONE:(__) ___-___ PAGER:(__) ___-___
DATE OPEN: __/__/__ ACTIVE ACCOUNT: __ DATE CLOSE: __/__/__
NEXT CONTACT DATE: __/__/__ PURPOSE: ________________________
NEXT CONTACT TIME: ___:__PM COMMENTS: ________________________
LAST CONTACT DATE: __/__/__ PURPOSE: ________________________
LAST CONTACT TIME: ___:__PM COMMENTS: ________________________
PAGE 38
APPENDIX A
MEMBER SCREEN LAYOUTS:
MEMBER # ______ LITTLE KID'S DAYCARE 12/31/93 PAGE 2
DETAIL TRANS X PRINT REPORT X TYPE (C OR E) TOTALS = X
UPDATE MEMO FIELD: X
MONTHLY
1ST-7TH 8TH-14TH 15TH-21ST 22ND-28TH 29TH-31ST TOTALS
JANUARY 0.00 0.00 0.00 0.00 0.00 0.00
FEBRUARY 0.00 0.00 0.00 0.00 0.00 0.00
MARCH 0.00 0.00 0.00 0.00 0.00 0.00
1ST QUARTER TOTAL 0.00
APRIL 0.00 0.00 0.00 0.00 0.00 0.00
MAY 0.00 0.00 0.00 0.00 0.00 0.00
JUNE 0.00 0.00 0.00 0.00 0.00 0.00
2ND QUARTER TOTAL 0.00
JULY 0.00 0.00 0.00 0.00 0.00 0.00
AUGUST 0.00 0.00 0.00 0.00 0.00 0.00
SEPTEMBER 0.00 0.00 0.00 0.00 0.00 0.00
3RD QUARTER TOTAL 0.00
OCTOBER 0.00 0.00 0.00 0.00 0.00 0.00
NOVEMBER 0.00 0.00 0.00 0.00 0.00 0.00
DECEMBER 0.00 0.00 0.00 0.00 0.00 0.00
4TH QUARTER TOTAL 0.00
YEARLY TOTAL 0.00
PAGE 39
APPENDIX A
MEMBER SCREEN LAYOUTS: - (DETAIL TRANSACTION - OPTIONAL SCREEN)
MEMBER # ______ LITTLE KID'S DAYCARE 12/31/93 PAGE 1
CLEAR TRANS: X UPDATE MEMO FIELD: X PRINT REPORT: X
DATE AMOUNT DB/CR COMMENTS DATE AMOUNT DB/CR COMMENTS
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
/ / 0.00 DB XXXXXXXX / / 0.00 CR XXXXXXXX
TOTAL DEBITS 0.00 TOTAL CREDITS 0.00 BALANCE 0.00
PAGE 40
APPENDIX A
MEMBER SCREEN LAYOUTS:
MEMBER # ______ LITTLE KID'S DAYCARE 12/31/93 PAGE 3
C O M M E N T S
DATE COLLECTION/EXPENSE
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
PAGE 41
APPENDIX A
MEMBER SCREEN LAYOUTS:
MEMBER # ______ LITTLE KID'S DAYCARE 12/31/93 PAGE 4
P = PRESENT A = ABSENT L = LATE / PRINT REPORT X MONTH = XX
0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 >A L P
1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 >B T R
JAN _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
FEB _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
MAR _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
1ST QUARTER TOTALS 0 0 0
APR _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
MAY _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
JUN _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
2ND QUARTER TOTALS 0 0 0
JUL _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
AUG _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
SEP _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
3RD QUARTER TOTALS 0 0 0
OCT _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
NOV _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
DEC _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 0 0
4TH QUARTER TOTALS 0 0 0
YEARLY TOTALS 0 0 0
PAGE 42
APPENDIX A
MEMBER SCREEN LAYOUTS:
MEMBER # ______ LITTLE KID'S DAYCARE 12/31/93 PAGE 5
C O M M E N T S
DATE ATTENDANCE
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
__/__/__ ___________________________________________
___________________________________________
PAGE 43
APPENDIX A
MEMBER SCREEN LAYOUTS:
MEMBER # ______ LITTLE KID'S DAYCARE 12/31/93 PAGE 6
UPDATE MEMO FIELD: X PRINT REQUEST NOW: X PRINT REQUEST LATER X
PRINT 'APPROVED BY': X
SYSTEM OPTIONS: X REQUEST TITLE: _________ REQUEST NUMBER: ____
REQUEST DATE: XX/XX/XX TRANS DATE: XX/XX/XX DUE DATE: XX/XX/XX
COMMENTS TO BE PRINTED: __________________________________________
__________________________________________
ITEM DESCRIPTION ITEM AMOUNT
1. XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 00.00
2. XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 00.00
3. XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 00.00
4. XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 00.00
5. XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 00.00
6. XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 00.00
7. XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 00.00
8. XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 00.00
TOTAL 00.00
AMOUNT DUE 00.00
PAGE 44
APPENDIX A
FIELD DESCRIPTIONS RECORD TYPE-1
MEMBER NUMBER - A six digit number that will be automatically
assigned to each new member record.
LAST NAME - A 17 space character field that contains the
member's last name. You must enter data in this
field when adding a new record.
FIRST NAME - A 15 space character field that contains the
member's first name.
ADDRESS - A 33 space character field that contains the
member's address.
CITY - A 23 space character field that contains the
member's city address.
STATE - A 2 space character field that contains the
member's two character state address
abbreviation.
ZIP - A 9 digit field that contains the member's
zip code for the city and state address.
MEMO FIELD - Use this field to record text data on members.
USER ACCOUNT NUMBER - A 16 space character field use to hold an
internal account number if needed.
USER CODE - A 3 space character field use to hold a code
that would assign this member to a unity
group.
MARTIAL STATUS - A 3 space character field that contains the
member's martial status.
SEX - A 1 space character field that contains the
member's sex.
SSN - A 9 digit field that contains the member's
social security number.
HOME PHONE - A 10 digit field that contains the member's
home phone number.
PAGE 45
APPENDIX A
FIELD DESCRIPTIONS RECORD TYPE-1
BIRTH DATE - A 6 digit field that contains the member's
date of birth.
RELIGION - A 3 digit field that contains the member's
religion type.
EMERGENCY - A 25 space character field that contain's
the person to contact in case of an
emergency.
RELATIONSHIP - A 1 character field that contain's the
relationship of the emergency contact person
to the member.
PHONE - A 10 digit field that contains the phone
number of the emergency contact person.
DATE JOIN - A 6 digit field that contains the date the
member joined the organization. When you add
a record the system date will automatically
be assigned to this field.
ACTIVE MEMBER - A 1 character code that tell if the member is
an active or inactive member in the
organization. When you add a new member a
"Y" for YES is automatically assign to this
field.
DUTIES - A 25 space character field that contains the
member duties in the organization.
NEXT CONTACT DATE - A 6 digit field that contains the member's
next appointment date.
NEXT PURPOSE - A 25 space character field that contains the
purpose of the next appointment.
NEXT CONTACT TIME - A 4 digit field that contains the time
of the member's next appointment.
LAST CONTACT DATE - A 6 digit field that contains the member's
last appointment date.
PAGE 46
APPENDIX A
FIELD DESCRIPTIONS RECORD TYPE-1
LAST PURPOSE - A 25 space character field that contains the
purpose of the last appointment.
LAST CONTACT TIME - A 4 digit field that contains the time
of the member's last appointment.
LAST RESULTS - A 25 space character field that contains the
result of the member's last appointment.
HOBBIES - A 25 space character field that contains the
member's outside hobbies.
EMPLOYER - A 25 space character field that contains the
member's place of employment.
EDUCATION - A 25 space character field that contains the
member's level of education.
WORK PHONE - A 10 digit field that contains the member's
work phone number.
SPECIAL TALENTS - A 25 space character field that contains the
member's special talents.
OCCUPATION - A 25 space character field that contains the
member's occupation at their place of
employment.
PAGE 47
APPENDIX A
FIELD DESCRIPTIONS RECORD TYPE-2
MEMBER NUMBER - A six digit number that will be automatically
assigned to each new member record.
ACCOUNT TITLE - A 33 space character field that contains the
member's account title. You must enter data in
this field when adding a new record.
ACCOUNT NUMBER - A 15 space character field that contains the
member's account number.
ADDRESS - A 33 space character field that contains the
member's address.
CITY - A 23 space character field that contains the
member's city address.
STATE - A 2 space character field that contains the
member's two character state address
abbreviation.
ZIP - A 9 digit field that contains the member's
zip code for the city and state address.
MEMO FIELD - Use this field to record text data on members.
USER ACCOUNT NUMBER - A 16 space character field use to hold an
internal account number if needed.
USER CODE - A 3 space character field use to hold a code
that would assign this member to a unity
group.
DAY PHONE - A 10 digit field that contains the member's
day time phone number.
EVE PHONE - A 10 digit field that contains the member's
eve phone number.
PAGER - A 10 digit field that contains the member's
pager phone number.
PAGE 48
APPENDIX A
FIELD DESCRIPTIONS RECORD TYPE-2
DATE OPEN - A 6 digit field that contains the date the
member account was opened. When you add
a record the system date will automatically
be assigned to this field.
ACTIVE MEMBER - A 1 character code that tells if the member
is an active or inactive member in the
organization. When you add a new member a
"Y" for YES is automatically assigned to
this field.
DATE CLOSE - A 6 digit field that contains the date the
member account was closed. When you add
a record the system date will automatically
be assigned to this field.
NEXT CONTACT DATE - A 6 digit field that contains the member's
next appointment date.
NEXT PURPOSE - A 25 space character field that contains
the purpose of the next appointment.
NEXT CONTACT TIME - A 4 digit field that contains the time
of the member's next appointment.
LAST CONTACT DATE - A 6 digit field that contains the member's
last appointment date.
LAST PURPOSE - A 25 space character field that contains
the purpose of the last appointment.
LAST CONTACT TIME - A 4 digit field that contains the time
of the member's last appointment.
LAST COMMENTS - A 25 space character field that contains
the result of the member's last
appointment.
PAGE 49
APPENDIX B
FILL OUT FOR MEMBER'S TYPE-1
LAST NAME _______________________________________________________
FIRST NAME_______________________________________________________
ADDRESS___________________________________________________________
CITY______________________________________________________________
STATE____________________________________ZIP CODE________________
USER ACCOUNT NUMBER ______________________ USER CODE __________
HOME PHONE(_________)__________-_________________________________
BIRTH DATE_________/__________/___________RELIGION________________
MARTIAL STATUS_______________________________SEX_________________
SOCIAL SECURITY NUMBER______________-_____________-_______________
IN CASE OF EMERGENCY CONTACT______________________________________
RELATION TO EMERGENCY CONTACT______________________________________
PHONE NUMBER OF EMER CONTACT(_________)__________-________________
DATE JOINED__________/_________/____________
ACTIVE MEMBER_______YES________NO
DUTIES___________________________________________________________
HOBBIES___________________________________________________________
EDUCATION_________________________________________________________
SPECIAL TALENTS__________________________________________________
EMPLOYER__________________________________________________________
WORK PHONE(__________)__________-____________
OCCUPATION________________________________________________________
PAGE 50
APPENDIX B
FILL OUT FOR MEMBER'S TYPE-2
ACCOUNT TITLE_____________________________________________________
ACCOUNT NUMBER___________________________________________________
MAIL TO__________________________________________________________
ADDRESS___________________________________________________________
CITY______________________________________________________________
STATE____________________________________ZIP CODE________________
USER ACCOUNT NUMBER ______________________ USER CODE __________
DAY PHONE (_________)__________-________________________________
EVE PHONE (_________)__________-________________________________
PAGER PHONE (_________)__________-________________________________
DATE OPEN __________/_________/____________
ACTIVE MEMBER_______YES________NO
DATE CLOSE __________/_________/____________
PAGE 51
APPENDIX C
GLOSSARY
ALPHA - the letters used to make words.
BACKUP - to make a copy of files for future use.
BROWSE - to examine in your own way.
CHARACTER - any letter or symbol used in writing and printing.
CREATE - to make or bring into existence.
DATABASE - a collection of data.
DBF - data base file.
DELETE - to remove or take out.
DOS - disk operating system.
EDIT - to change or update.
FIELD - the smallest unit in a database record.
FILE - a collection of related information.
FLOPPY DRIVE - a piece of hardware attached to the computer.
HARD DRIVE - a piece of hardware usually located inside the
computer used to store data.
INSTALL - to place in position to be used.
MENU - a detail list of options.
OPTION - something that can be chosen.
PROGRAM - a set of computer instructions.
RECORD - a group of related information in a database.
SUB-DIRECTORY - a unit within the main unit on a storage device.
SOFTWARE - a computer program.
SYSTEM - a set of arrangements that forms a whole.
PAGE 52
APPENDIX D
OTHER SOFTWARE AVAILABLE
EASY BUDGET - Use Easy Budget to prepare a budget for homes
and small businesses. You can have up to 6 incomes
and 33 expenses per record. Print several reports
including year-to-date income and expenses reports
by categories (housing, auto, clothes, insurance,
entertainment, etc). Start managing your income and
expenses with EASY BUDGET TODAY !!
EASY MAILER - Use Easy Mailer to record name and addresses of
relatives, clients, co-workers, employees, friends,
organization members, etc. You can also keep track
of important information about each member. You can
display or print name and address reports in
alphabetical order. It will print standard 3 1/2 by
15/16 name and address labels. Well formatted !!
EASY RENTER - Use EASY RENTER to store and retrieve renter property
information. With EASY RENTER you can prepare manage-
ment and property owner reports in just minutes. Display
or print year-to-date rent collected, management fees,
and late fees for a single piece of property, a single
group of properties or for the entire organization. Easy
Renter will also print 3 1/2 by 15/16 address labels.
This is a GREAT SYSTEM !!
EASY 1099 - Use EASY 1099 to prepare and print IRS approved
1099 forms.
PAGE 53
APPENDIX E
MEMBERSHIP SYSTEM NOTES:
PAGE 54
APPENDIX E
MEMBERSHIP SYSTEM NOTES:
PAGE 55
APPENDIX E
MEMBERSHIP SYSTEM NOTES:
PAGE 56
APPENDIX E
MEMBERSHIP SYSTEM NOTES:
PAGE 57
APPENDIX E
MEMBERSHIP SYSTEM NOTES:
PAGE 58
