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Table of Contents Chapter Page Introduction 1 Registering Amaster 2 1 - Overview 3 Main Menu 3 Display Menu 4 Merge Menu 5 Printing Menu 6 2 - Display Tables 7 Information Update Form 9 Select/Deselect Menu 10 Print Options Menu 11 Group Printing Options 12 Dialer Menu 13 3 - Creating a Merge Document 14 What is Merging 14 Amaster Field Numbers 14 Amaster Merge File 15 Merging in WP 16 4 - Printing Menu 17 WordPerfect is a registered trademark of WordPerfect Corporation Hayes is a registered trademark of the Hayes CorporationIntroduction What is Amaster?: Amaster is a relational database which can accomplish many everyday tasks for you. For starters, Amaster is a great program for keeping track of people and information. For every record, you can input a persons name, address, home-work- fax phone numbers, birthdate, anniversary date, notes (24 lines worth), a selected status, and a group number. Amaster can then create a secondary merge file for merging in WordPerfect using any or all records. Amaster has several other built in facilities, including an automatic dialer (registered version only, and with a Hayes compatible modem), and many printing and displaying options. Amaster allows you to break down your database of records into smaller versions with the grouping and selecting options. You can define up to 1100 different groups, such as family, friends, clients, club members, etc..., and store individual records in anyone of these groups. These grouped records can then be printed or merged separately. The selecting option lets you "tag" files that you want to print or display separately. Amaster will help you become more efficient at: Addressing letters and envelopes, dialing phone numbers, managing information on people, etc...... Registering Amaster Benefits of Registering: 1) - Use of the built in Auto-Dialer 2) - a default filename may be specified for merging 3) - You will receive the latest version and a printed manual 4) - You will receive news of updates to Amaster and other SMT software releases 5) - You will receive access to Sun Mountain Technologies electronic bulletin board with access to tech. support and the latest versions of SMT products. 6) - You can receive discounts on SMT computer systems that will more than make up for the cost of registering. 7) - You help ensure that this product will continue to be developed. Rest assured that if there is very little response to this product, then it will no longer be released to the general public. 8) - I will feel better about having spent all those late nights writing the 5963 lines of high level code (89 printed pages) that were required to bring this program to you. How to Register: New to version 1.03α is a built in registration form. From the main menu select utilities and then registration form. Please answer all of the questions as future changes to Amaster will be based upon the information we receive. When you have completed the form, press F4 to print the registration form and mail it and your check to: Sun Mountain Technologies 2525 Arapahoe Ave. Suite E4-194 Boulder, CO 80302 Chapter 1 - Overview The purpose of this chapter, is to give you a general understanding of the different screens available in Amaster. For a more detailed explanation, see the following chapters. The Main Menu █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ Address Master V1.0 █ █────────────────────────────────────────────█ █ WordPerfect 5.1 Mergeable Database █ █ Registered to: Unregistered █ █ █ █ █ █ Display/Edit/Select █ █ █ █ Create Merge Document █ █ █ █ Printing Menu █ █ █ █ Quit █ █ █ █ █ █ to Point ENTER to Select █ █────────────────────────────────────────────█ █ Copyright 1991 - Sun Mountain Technologies █ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ The main menu is the "jumping off" point in Amaster. Here you can select from the three basic operations of Amaster; display tables, WP merging options, and printing options (Note: additional printing options exist from the display tables). The registration status is also displayed. Display/Edit/Select: This option brings up the Display Menu. Here you can display the database in a number of different formats, add/edit/delete records from the database, dial a phone number for a given record (must be a registered copy and you need a Hayes compatible modem), and print individual records or entire groups of records. Create Merge Document: This option brings up the Merge Menu. Here you can create a file for merging into a WP document. You can choose to merge selected records or all records contained in a group. Printing Menu: Here you can print the entire database (or a selected portion) as a report, phone list, or mailing labels. Display Menu █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ Address Master V1.0 █ █────────────────────────────────────────────█ █ WordPerfect 5.1 Mergeable Database █ █ Registered to: Unregistered █ █ █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ █ █ Display Menu █ █ █ █────────────────────────────────█ █ █ █ Display Database by: █ █ █ █ █ █ █ █ First Name █ █ █ █ █ █ █ █ Last Name █ █ █ █ █ █ █ █ Group Number █ █ █ █ █ █ █ █ Birthdate █ █ █────█ █──────█ █ Cop█ Return to Main Menu █ogies █ █▄▄▄▄█ █▄▄▄▄▄▄█ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ This is where you tell Amaster how you would like the table displayed. Choose the option that is most convenient for your needs. (NOTE: whichever option you choose, you will still be accessing the same database, and any changes you make will show up in the other display tables) First Name: This will show the entire database sorted in ascending order by the first name of each record. Last Name: This will show the entire database sorted in ascending order by the last name of each record. Group Number: Selecting this option will bring up a table of the currently defined groups for this database. Select the group you would like to display, and only records that belong to that group will be included in the display table. Birthdate: This will show only those records for which you have entered a birthdate. These records will be displayed in ascending order based on the month and day of the birthdate. Export to Merge File Menu █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ Address Master V1.0 █ █────────────────────────────────────────────█ █ WordPerfect 5.1 Mergeable Database █ █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ █ Export to Merge File █ █ █────────────────────────────────────────────────█ █ █ █ █ █ Preview Selected Records Before Exporting █ █ █ █ █ █ Create Merge File of Selected Records █ █ █ █ █ █ Create Merge File by Group █ █ █ █ █ █ Return to Main Menu █ █ █ █ █ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ █ █────────────────────────────────────────────█ █ Copyright 1991 - Sun Mountain Technologies █ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ This is where you tell Amaster which records to send to a merge document, and where to send them. Preview Selected Records: If you are planning on sending records which you have previously selected, this option will show you all of the currently selected records to make sure they are correct. If records appear that you do not want, return to the display table and change the select status for that record to not selected. Similarly, if you do not see all of the records that you wanted, return to the display table and select the additional records. Create Merge File of Selected: This option is used to create a merge file of all the currently selected records. You will first be prompted for the path and filename of for the merge file you wish to create (if this is a registered copy, your default filename will appear, otherwise, the default is the file merge.dat in the Amaster directory) Create Merge File by Group: This option will allow you to select an individual group to create a merge file from. This is real handy for mass mailings to clubs, clients, family members, etc (provided you have established groups for these in the display table). Printing Menu █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ Address Master V1.0 █ █────────────────────────────────────────────█ █ WordPerfect 5.1 Mergeabl█▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ Registered to: Unregi█ Print Menu █ █ █──────────────────────█ █ █ █ █ Display/Edit/Sel█ Print Reports █ █ █ █ █ Create Merge Docu█ Print Phone Listing █ █ █ █ █ Printing Menu█ Print Labels █ █ █ █ █ Quit █ Return to Main Menu █ █ █ █ █ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ █ to Point ENTER to Select █ █────────────────────────────────────────────█ █ Copyright 1991 - Sun Mountain Technologies █ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ The print menu provides options for printing reports, phone listings, mailing labels, or envelopes. Other printing options, such as printing individual records or printing a group only, are available from the display table. Print Reports: Reports print all available information for the records. You can choose to print all records sorted by name or group number, or print just those records that you have selected. Print Phone Listing: A phone listing consists of the records first & last names followed by the home, work, and fax numbers. Phone listings may be printed in ascending order by first or last name. Print Mailing Labels: This option will print each records first and last name, followed by that records address, on continuous feed standard size address labels (3-1/2" X 15/16"). The printer should be aligned to the top left corner of the first label prior to selecting this option. Chapter 2 - Display Tables Display tables list records in a scrolling table in some specified ascending order. The information displayed does not represent the entire record, but rather the most commonly used information, including, name, address, phone numbers, and selected status. To view a more detailed display, press enter over the record and the record change form will be displayed with all available information. Display tables may be viewed in order by first name, last name, group number, or birthdate. For this example, we will examine the view by group number display table, since this table contains all of the features of the other tables, and then some. Selecting display by group number will bring up a table of available groups: ╔═════════════════════════════█▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█═════╗ ║ Database D█ Currently Defined Groups █ ║ ╟─────────────────────────────█──────────────────────────█─────╢ ║ Group to Display:█ Select a Group to █ ║ ║ Quick Find by: █ Display █ ║ ║ █ 01 Family █ ║ ║ █ 02 Friends █ ║ ║ █ 03 SMT Clients █ ║ ║ █ 04 Business Associate █ ║ ║ █ 05 Computer Supplies █ ║ ║ █ PC PC groups █ ║ ║ █ █ ║ ║ █ █ ║ ║ █ █ ║ ║ █ █ ║ ║ █ █ ║ ║ █ █ ║ ║ █ █ ║ ║ █ █ ║ ║ █ █ ║ ║ └──────── Selected status█ Press ESC To Return to █ ║ ║ Press:Enter=Change I█ The Display Menu █ ║ ║ Ctrl-S=Select/Deselect All █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ber ║ ║ ESC=Select Another Group Ctrl-Esc=Return to Display Menu ║ ╚══════════════════════════════════════════════════════════════╝ Select from the table the group you would like to display (groups can be added and changed from the Information Update Form discussed later). The Database is then displayed as the "Database Display by Group" table which follows. NOTE: If there are currently no records defined for the group you select, Amaster will assume that you intend to enter new records, and therefore jump to the information update form. Database Display by Group Table ╔══════════════════════════════════════════════════════════════╗ ║ Database Display by Group ║ ╟──────────────────────────────────────────────────────────────╢ ║ Group to Display:01 Family ║ ║ Quick Find by: ║ ║ * 01 Joe Robbinson Home:(203)-555-1212 ║ ║ 123 Terrance Lane Work:(203)-444-2121 ║ ║ Bloomfield, CT 06002-0000 Fax :(000)-000-0000 ║ ║ - 01 Laura Jacobs Home:(463)-284-6723 ║ ║ 2345 Lakeview Dr. Apt 2-J Work:(472)-347-2389 ║ ║ Salt Lake City, UT 37467-2334 Fax :(895)-769-8476 ║ ║ - 01 Terry Jacobs Home:(423)-555-1212 ║ ║ 3452 S. Calden St. Work:(423)-444-1212 ║ ║ Beaverton, OR 31231-0000 Fax :(000)-000-0000 ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ └──────── Selected status: '-' = No '*' = Yes ║ ║ Press:Enter=Change Ins=Add Del=Delete F1=Help ║ ║ Ctrl-S=Select/Deselect All F3=Print Options F5=Dial Number ║ ║ ESC=Select Another Group Ctrl-Esc=Return to Display Menu ║ ╚══════════════════════════════════════════════════════════════╝ Use the keys to scroll, PgUp/PgDn to go to the top/bottom of the displayed page, and Ctrl PgUp/PgDn to jump to the first/last records in the database. A "Quick Find by" locator will appear at the top of the display. If you press a letter on the keyboard, it will show up in this locator, and the screen will jump to the first record whose name (first or last depending on which table you have chosen) begins with that letter. Pressing the following keys from this table will yield: KEY FUNCTION ENTER Calls the Information Update Form to display and/or change a record INSERT Calls the Information Update Form to add a new record DELETE Calls the Information Update Form to confirm deletion F1 Displays a context sensitive help screen F3 Calls the print options menu F5 Calls the Dialing Menu CTRL-S Calls the Select/Deselect menu ESC Returns to a group display table for selecting another group to display CTRL-ESC Returns to the Display Menu (ESC on all other display tables) Information Update Form ╔══════█▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█════════╗ ║ █ Information Update Form █ ║ ╟──────█ Record will be Changed █────────╢ ║ █ SELECTED :* - * '-' = No '*' = Yes █ ║ ║ █ GROUP :01 Family █ ║ ║ * 0█ FIRST NAME :Joe █1212 ║ ║ █ LAST NAME :Robbinson █2121 ║ ║ █ ADDRESS :123 Terrance Lane █0000 ║ ║ - 0█ CITY :Bloomfield █6723 ║ ║ █ STATE :CT █2389 ║ ║ █ ZIP :06002-0000 █8476 ║ ║ - 0█ HOMEPHONE :(203)-555-1212 █1212 ║ ║ █ BUSIPHONE :(203)-444-2121 █1212 ║ ║ █ FAXPHONE :(000)-000-0000 █0000 ║ ║ █ BIRTHDAY : 2/28/00 █ ║ ║ █ ANNIVERSARY: / / █ ║ ║ █ NOTES :Area for enterring Notes █ ║ ║ █ █ ║ ║ █ █ ║ ║ █──────────────────────────────────────────────█ ║ ║ └──█ Ctrl-Enter = Exit and Save Changes █ ║ ║ █ Ctrl-Esc = Exit Without Saving Changes █ ║ ║ Ctrl█▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█Number ║ ║ ESC=Select Another Group Ctrl-Esc=Return to Display Menu ║ ╚══════════════════════════════════════════════════════════════╝ Pressing ENTER/INS/DEL from a display table will call this form. To change information, press enter until the appropriate field is reached, and make the necessary adjustments, then press CTRL-ENTER to update the record. To add a record, fill in the fields with the new information, and press CTRL-ENTER. To delete, just press enter to confirm your intention to delete this record. Special Notes: Field Attribute Selected If you want to include this record in a separate print or merge of selected items only, then set to '*', otherwise leave it as '-'. Group Used to group similar records together (ie by family, friends, clients, etc). Leaving this field blank or entering an undefined code will call the Group Update Form (to make changes use the same ENTER/INS/DEL keys) State Note: all letters entered in this field are automatically capitalized. Zip Note: Num Lock is automatically turned on for this field Notes This area can be used to store all kinds of additional information (ie traveling directions, favorite restaurant, wife/husbands name, etc) and will hold up to 24 lines (although only 3 are displayed at a time). Tip for entering data: pressing CTRL-END on any field will delete from the current cursor location, to the end of the line. Select/Deselect Menu ╔══════════════════════════════════════════════════════════════╗ ║ Database Display by Group ║ ╟──────────────────────────────────────────────────────────────╢ ║ Group to Display:01 Family ║ ║ Quick Find by: ║ ║ * 01 Joe Robbinson Home:(203)-555-1212 ║ ║ 123 Terr█▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█203)-444-2121 ║ ║ Bloomfie█ Select/Deselect █000)-000-0000 ║ ║ - 01 Laura Ja█───────────────────────────█463)-284-6723 ║ ║ 2345 Lak█ █472)-347-2389 ║ ║ Salt Lak█ All Records █895)-769-8476 ║ ║ - 01 Terry Ja█ █423)-555-1212 ║ ║ 3452 S. █ This Group Only █423)-444-1212 ║ ║ Beaverto█ █000)-000-0000 ║ ║ █ Return to Display Table █ ║ ║ █ █ ║ ║ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ ║ ║ ║ ║ ║ ║ ║ ║ └──────── Selected status: '-' = No '*' = Yes ║ ║ Press:Enter=Change Ins=Add Del=Delete F1=Help ║ ║ Ctrl-S=Select/Deselect All F3=Print Options F5=Dial Number ║ ║ ESC=Select Another Group Ctrl-Esc=Return to Display Menu ║ ╚══════════════════════════════════════════════════════════════╝ Pressing CTRL-S from any display table will call the Select/Deselect Menu. This menu lets you change the selected status of all records in the database, or, if called from the Display by Group table, you may also specify changing the status for records in one group only. Note: the changes will not be visible until you return to the display table. Why use the select by group? - Suppose you have a group called family defined for all of your family members, and you want to send invitations for a family reunion to everyone except for a couple of people who you know can't make it. Start off by doing a deselect all to clear out any selected records. Next, do a select by group for the family group. Finally, manually deselect the records for the people that can't make it and produce a merge document to merge with a form letter/envelope in WP. How to select/deselect individual records: highlight the record to be changed in any of the display tables. Press ENTER to bring up the Information Change Form. Use the keys to highlight the selected status you wish (ie '*' or '-'). Press CTRL-ENTER to write the changes and return to the display table.Print Options Menu ╔══════════════════════════════════════════════════════════════╗ ║ Database Display by Group ║ ╟────────────█▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█──────────────╢ ║ █ Other Print Options █ ║ ║ Q█ Record: Joe Robbinson █ ║ ║ * 01 Joe █──────────────────────────────────█)-555-1212 ║ ║ 123 █ Print the Highlighted Record as: █)-444-2121 ║ ║ Bloo█ █)-000-0000 ║ ║ - 01 Laur█ Full Record █)-284-6723 ║ ║ 2345█ █)-347-2389 ║ ║ Salt█ Name and Phone Numbers Only █)-769-8476 ║ ║ - 01 Terr█ █)-555-1212 ║ ║ 3452█ Mailing Label █)-444-1212 ║ ║ Beav█ █)-000-0000 ║ ║ █ > Group Printing Options < █ ║ ║ █ █ ║ ║ █ Form Feed █ ║ ║ █ █ ║ ║ █ Return to Table █ ║ ║ █──────────────────────────────────█ ║ ║ └────────█ Enter=Select F1=Help █es ║ ║ Pre█▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█1=Help ║ ║ Ctrl-S=Select/Deselect All F3=Print Options F5=Dial Number ║ ║ ESC=Select Another Group Ctrl-Esc=Return to Display Menu ║ ╚══════════════════════════════════════════════════════════════╝ This menu offers several printing options for the record currently highlighted on the display table as well as an option to call the Group Printing Options menu (note this last option is only available from the Group Display Table). Full Record: Will print the currently highlighted record (indicated by Record:... at the top of the menu) with all information. (no form feed will be sent) Name and Phone Numbers Only: as its name implies...(no form feed sent) Mailing Label: Will print one standard sized mailing label (3-1/2" X 15/16") with the name and address of the current record. (no form feed sent) Group Printing Options: Calls a menu with options for printing the entire group. Form Feed: In the interest of saving paper, the above printing options, including the group printing, do not send form feeds to the printer. This option will send the command to your printer to advance to the next sheet. This is actually more convenient, since you can jump around the database and print random records without needing a separate sheet of paper for each. The printing options available from the main menu do send a form feed command automatically. Group Printing Options ╔══════════════════════════════════════════════════════════════╗ ║ Database Display by Group ║ ╟────────────█▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█──────────────╢ ║ █ Other Print Options █ ║ ║ █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ ║ ║ * 01 Jo█ Group Printing Options █555-1212 ║ ║ 12█──────────────────────────────────────█444-2121 ║ ║ Bl█ Print All Records in this Group as: █000-0000 ║ ║ - 01 La█ █284-6723 ║ ║ 23█ Full Listing █347-2389 ║ ║ Sa█ █769-8476 ║ ║ - 01 Te█ Names and Phone Numbers Only █555-1212 ║ ║ 34█ █444-1212 ║ ║ Be█ Mailing Labels █000-0000 ║ ║ █ █ ║ ║ █ Return to Other Print Options Menu █ ║ ║ █──────────────────────────────────────█ ║ ║ █ Enter=Select F1=Help █ ║ ║ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ ║ ║ █──────────────────────────────────█ ║ ║ └────────█ Enter=Select F1=Help █es ║ ║ Pre█▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█1=Help ║ ║ Ctrl-S=Select/Deselect All F3=Print Options F5=Dial Number ║ ║ ESC=Select Another Group Ctrl-Esc=Return to Display Menu ║ ╚══════════════════════════════════════════════════════════════╝ These options are identical to the previous page except that instead of printing a single record, they print every record in the group currently being displayed. Note: Names and Phone Numbers Only: (aka Phone Listing) will prompt you for an order to print the records in. You can choose from Ascending order by first or last name. Dialing Menu ╔══════════════════════════════════════════════════════════════╗ ║ Database Display by Group ║ ╟──────────────────────────────────────────────────────────────╢ ║ Group to Display:01 Family ║ ║ Quick Find by: ║ ║ * 01 Joe Robbinson Home:(203)-555-1212 ║ ║ █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█-2121 ║ ║ █ Dialing Menu █-0000 ║ ║ - 01 █ Record Selected:Joe Robbinson █-6723 ║ ║ █───────────────────────────────────────────█-2389 ║ ║ █ Modem Port: COM2 █-8476 ║ ║ - 01 █───────────────────────────────────────────█-1212 ║ ║ █ Dial Home Phone Number █-1212 ║ ║ █ █-0000 ║ ║ █ Dial Work Phone Number █ ║ ║ █ █ ║ ║ █ Dial Fax Number █ ║ ║ █───────────────────────────────────────────█ ║ ║ █ F9 = Pick up Phone (Lift Handset First) █ ║ ║ █ F12 = Put Call on Hold Ctrl-X Hang Up █ ║ ║ └────█───────────────────────────────────────────█ ║ ║ █ Exit █p ║ ║ Ctrl-S█▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ Number ║ ║ ESC=Select Another Group Ctrl-Esc=Return to Display Menu ║ ╚══════════════════════════════════════════════════════════════╝ To use the dialer, you must have a registered copy of Amaster, and a Hayes compatible modem. The dialer is a convenient tool for hands free dialing. You can dial the home, work, or fax number for the record currently selected, and listen to the progress of the call over the modem speaker. You may also place a call on hold and still hear the other party without them hearing you. Dial .... Number: Will instruct your modem to call the appropriate number. You will hear the call go through over the speaker. You then have the choice of picking up the handset or hanging up. Pick Up Phone: When the call goes through, lift the handset first, and then press F9. This will switch control of the phoneline back to the handset. To hang up after pressing F9, simply hang-up the handset (as the modem is no longer controlling the phone line). Put Call on Hold: This option will place the call on hold. You will still be able to hear the other party, yet they cannot hear you. To pick the phone back up, follow the instructions above for "Pick Up Phone". Hang Up: This option will disconnect the line from the modem. The handset must also be hung up to disconnect completely. Chapter 3 - Creating a Merge Document Before I begin this chapter, I would like to give a brief explanation of what a merge is, and how it is accomplished in WordPerfect. What is Merging: Merging is the process of taking two documents, a primary and a secondary, and combining them together to create one document. A primary file is the template (letter, envelope, etc..) that contains the generic part of the final result minus the specifics (ie names and addresses, etc). Here is a small example of a template NOTE: the following example is a WP5.1 file, 4.2 and 5.0 will appear somewhat different. {FIELD}1~ {FIELD}4~ {FIELD}5~ {FIELD}6~ Dear {FIELD}2~, This letter is to verify that you still live at {FIELD}4~ and that your telephone number is still {FIELD}8~ during the daytime and {FIELD}7~ evenings. If there are any changes necessary, please notify us immediately. The fields are inserted by pressing shift-F9 in WP, and specifying which field you would like (ie which number). The Secondary file provides the specifics for each field. Amaster merge documents define the fields as: 1 = First & Last Name 2 = First Name 3 = Last Name 4 = Street Address Line 1 5 = Street Address Line 2 6 = City, ST Zip 7 = Home Phone Number 8 = Work Phone Number 9 = Fax Number 10 = Birthday 11= Anniversary 12 = Group Number 13= Group Description 14 = Notes The result of merging the two files, will be one file containing a copy of the template for each record, filled in with the specifics for each record. Creating a Merge Document in Amaster: Amaster produces the secondary file (contains specifics) to be merged into a primary file (template). All you need to tell Amaster, is which records you would like to include. Amaster will then automatically create a specially formatted secondary file for WP.Export to Merge File Menu █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ Address Master V1.0 █ █────────────────────────────────────────────█ █ WordPerfect 5.1 Mergeable Database █ █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ █ Export to Merge File █ █ █────────────────────────────────────────────────█ █ █ █ █ █ Preview Selected Records Before Exporting █ █ █ █ █ █ Create Merge File of Selected Records █ █ █ █ █ █ Create Merge File by Group █ █ █ █ █ █ Return to Main Menu █ █ █ █ █ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ █ █────────────────────────────────────────────█ █ Copyright 1991 - Sun Mountain Technologies █ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ Here is where you tell Amaster which records to create a secondary merge file from. Preview Selected Records: If you are planning on sending selected records only, this option will allow you to view all of the currently selected records to verify that they are what you expected. Create Merge of Selected Records: This option will call a screen requesting a valid path and filename for the secondary file. For convenience, you may wish to enter the path where you store your WP documents. Create Merge by Group: This option will first call a screen requesting a valid path and filename for the secondary file, and will then display a table of all currently defined groups, from which you can choose one to create the document from. The merge document will then contain all records from that group. Merging Files in WordPerfect After creating an Amaster (secondary) merge document, you will need to merge it with the template you have designed in WP. The first time you do this, you will need to change a couple of settings in WP (this only needs to be done once). Start WP, then press shift-F1, followed by the number 4, followed by 1. You want to change the delimiters to: Setup: Merge DOS Text File 1 - Field Delimiters - Begin ` End | 2 - Record Delimiters - Begin End ~ You use F7 to skip to the 'End' line from the 'Begin' line. Merging in WP: For this example, we will assume the template file you created is called formltr. and the file created by Amaster is called merge.dat. To merge the two files, press ctrl-F9, followed by 1, enter the name of the template as the primary, so enter formltr, enter merge.dat for secondary, now WP shows you the current delimiters, press enter to accept them as they are. Tada!!! You now have successfully merged the two documents into one document. You should print or save this new document now. Chapter 4 - Printing Menu █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ Address Master V1.0 █ █────────────────────────────────────────────█ █ WordPerfect 5.1 Mergeabl█▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ Registered to: Unregi█ Print Menu █ █ █──────────────────────█ █ █ █ █ Display/Edit/Sel█ Print Reports █ █ █ █ █ Create Merge Docu█ Print Phone Listing █ █ █ █ █ Printing Menu█ Print Labels █ █ █ █ █ Quit █ Return to Main Menu █ █ █ █ █ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ █ to Point ENTER to Select █ █────────────────────────────────────────────█ █ Copyright 1991 - Sun Mountain Technologies █ █▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄█ NOTE: Many other printing options exist from the display tables, see chapter 2 for other options. Printing options available from this menu allow the printing of all or selected records in 3 formats: Reports: Reports print all available data for each record. You have the option to print all records (in ascending order by first or last name) or just the currently selected records. Phone Listing: A phone listing prints each records name and all three phone numbers (home, work, and fax), and may be printed in ascending order by first or last name. Mailing Labels: Mailing labels are formatted for standard sized address labels ( 3 1/2" X 15/16"). Each records name and address will appear on a label. Align your printer to the top left-hand corner of the first label before printing.