Night Owl 6/Night Owl's Shareware - PDSI-006 - Night Owl Corp (1990).iso/023a/cp30demo.zip/C.HLP

Text File | 1991-04-17 | 91KB | 2,973 lines

@@intro
"Contact Plus" is a contact management system that
keeps track of your important business contacts by
providing a personal detailed calendar for each of
your important contacts. A history of all phone
calls, meetings, correspondence, and notes are
kept for each contact in an easy to use format.

Contact Plus functions as an electronic Rolodex(R),
keeping track of "appointments"," tickler dates",
"phone calls" (both outgoing and incoming) and
"correspondence".

It also includes an "auto-dialer", allows "data"
"search",and permits you to classify your contacts
in a variety of ways using 24 customized categories.

Contact Plus also serves as a "mail list manager".
You can create customized form letters and send them
out to contacts of your choosing.

Contact Plus works best on hard disk equipped systems
although laptop computers equipped with dual floppy
drives work well. Since Contact Plus keeps such
comprehensive records, each contact in the database
consumes about 2K of disk space.  Thus, roughly
350 contacts may be stored on a single 720K floppy
diskette.

Contact Plus locates your important contacts quickly
by "last name", "company name", "zip code" or by one
of the two "user defined" index fields you specify.
When searching for a particular contact, you may
enter the first few characters of the last name,
company name or user defined field.

You have instant access to the MicroStar word
processor while viewing your information. Press the
"F6" key to access the MicroStar word processor. A
template file will generate the salutation and
starting text of the letter you wish to enter. You
may also wish to use your word processor or editor as
long as it has an ASCII mode.

To record a note while in the "CONTACT MENU", press
the "F7" key. A date/time stamped note will be added
to the contact. There is no limit on the number of
notes that are stored for each contact.  After
entering the note, you can then change the date
and time on the note.

Each contact can be tagged with up to 15 of 24 user
selectable categories. Categories are useful to
classify your contacts. You may use boolean logic to
search your contacts within the 24 categories.

Three user defined "DATE" fields are provided with
each contact; typical uses are first, last and next
contact dates, proposal dates, or demo dates.

Sixteen user defined fields are also available for
customization. Typical uses could be "SALESPERSON",
"TERRITORY", "PRODUCT", or "SIC CODE". The first two
user defined fields are "index fields" meaning that
you can sort and recall your contacts based on
the index field currently selected.

Separate databases are available. Vendor contacts
can be kept in one database and client contacts in
another. The possibilities are solely up to you and
limited only by disk space.

You can check your personal calendar at any time
by pressing "ALT-C".  A three month calendar will
appear at the top of the screen.  The ticklers for
the displayed date will appear in time sorted order.

Contact has an "AUTODIAL" feature that will work
with Hayes compatible modems. While in the contact
menu press "F3" or "F4" to dial one of two phone
numbers.

You can simply pick up the phone at any time. You
will need to press any key after you pick up the
receiver to release modem control of the phone.

Contact Plus will also record your incoming calls.
Simply bring up the record for the contact by
entering the first few characters of the last name,
then press "ALT-F9" from the "CONTACT MENU" and the
incoming call will be logged.

Set up the DOS variable "PLOG" to log all the calls
to an output file in a tabular format. By setting up
the variable : "SET PLOG=phone.hst" from DOS, all
calls (both incoming and outgoing) will be stored in
the logfile "phone.hst".

The "ESC" and "TAB" key are used to exit menus and
stop reports at any time. These keys indicate that
you are finished looking at the display on the
screen. This key is used "GLOBALLY" through the
system as an escape hatch. It is "ALWAYS" available.

The "LEFT ARROW" Key will move left one field while
you are updating a record.

The "RIGHT ARROW" Key will move right one field while
you are updating a record.

The "UP ARROW" Key is used to move up one field if
you are in an update mode or the menu options are
showing. If you are in the contact menu it will move
to the prior record.

The "DOWN ARROW" Key is used to move down one field
if you are in an update mode or the menu options are
showing. If you are in the contact menu it will move
to the next record.

The "F2" Key (FUNCTION 2) is used to make a copy of
the screen. Each time "F2" is pressed, the current
screen is appended to the file "screen.sav" in the
current directory. This has the advantage over
pressing "SHIFT PRTSCRN", in that screens are
paginated correctly.

The "ALT F1" - "ALT F6" keys will allow you to escape
to DOS to run a different program, perhaps a
spreadsheet or a DOS program. You may run any program
other than a DOS program by setting the "COMMAND"
parameter in the "SYSTEM SETUP MENU". Details are
presented in the documentation. The DOS keys can be
pressed at any time.

The "F6" Key (WP) will invoke the word processing
system and will fill in fields from a template file,
thus relieving you of having to enter the name,
address, city, etc. These fields will be filled in
automatically.

The "F7" Key (NOTES) will display a popup window with
the current date and time allowing you to make any
number of notes concerning each contact.

The "F8" Key (LETTERS/MEETINGS) will allow you
to record an incoming or outgoing letter and
meetings with the contact. The date, status
(SENT/RECEIVED/MEETING), and a memo are recorded.

The "F9" Key (VIEW) will display a list of contacts
in a browse format where each contact is on a line by
itself. In this format, you can use the "F3" & "F4"
(DIAL) keys, "F7" Key (NOTES), "F8" Key
(LETTERS/MEETINGS).  The status bar at the bottom
of the screen will tell you which keys are available.

The "ALT-F9" Key (INCALL) will record an incoming
call while in the "CONTACT MENU" for the displayed
contact.

The "F10" Key (POPUP MENU) will display a popup menu
for many of the prompts in the "CONTACT MENU"
allowing one key access to most fields including the
salutation, title, city, state, zip, country and user
defined fields.

The "ALT-F10" (HISTORY) key will display a list of
all phone calls and letters to or from the client.
The history key is only available while viewing the
contacts. You may edit and delete the calls/letters.

The "ALT-C" (CALENDAR) key will bring up the master
calendar of ticklers.  This key can be press "AT ANY"
"TIME" while running Contact Plus.

If you have a mouse, use the "LEFT" mouse button
as the "ENTER" key and the "RIGHT" mouse button as
the "ESC" key.

While editing an existing field the following keys
are active:

 KEY           DESCRIPTION
 --------      --------------------------
 "HOME"        move to beginning of field
 "END"         move to end of field
 "CTRL-LEFT"   move to word left
 "CTRL-RIGHT"  move to word right
 "INS"         toggle INSERT/OVERWRITE mode
 "DEL"         delete character at cursor
 "BACKSPACE"   delete character before cursor
 "CTRL-Y"      delete line
 "CTRL-X"      delete line
 "ALT-Q"       Exit Contact Plus immediately
 "ALT-C"       Display the master tickler calendar

@@cm_save
Enter "yes" to save the changed information on this
screen. Otherwise, enter "no" to discard the
changes.

@@c_openfs
Use the arrow keys or enter the first character of a
pre-existing database in the current directory. The
size in bytes and date of the data files "*.dt" are
displayed.

The database currently open will be closed properly
and the new database just selected will become
active.

@@c_creatfs
Enter the name of a new database. "It must not"
"already exist". Use up to 8 characters. Do not
enter a period or spaces in the name.

Example:

  To create a customer database, enter: "CUST"

This option must be run before trying to copy or
merge records from one database to another.

@@c_no_open
The database specified could not be opened. Either
the database has been damaged in which case the
"CFIX" (database recovery) program must be run, or
the database doesn't exist in the current
directory.

@@c_index
Press one of the letters highlighted or use the arrow
keys to select the desired index.

The index will be changed so that you will be able to
recall the contacts by last name, company name,
tickler date or one of the two user defined fields.

After selecting the index you may abbreviate the name
when searching for a contact, for example:

To search for "Victory Oil", set the index to "c" for
"COMPANY" and enter "vi" at the prompt.

To search for "Sam Smith", set the index to "L" (last
name) and enter "Sm" at the prompt. Contact Plus will
place you at the first match of "Smith" in the
database. "SM", "Sm" and "sm" are identical. Contact
Plus doesn't pay attention to upper or lower case
when searching.

If the index is set to "TICKLER DATE", you can enter
a date at the KEY prompt such as "1 Aug" to find the
contact with his/her next tickler on or after the 1st
of August.  To find those ticklers that are due
today, simply enter "." (dot) at the prompt.

@@c_add
Enter:

   "Y" - if you wish to add this contact permanently
         to the database.

   "N" - the contact will not be added to the
         database.

@@c_save
Enter:

   "Y" - save the changes permanently

   "N" - the changes will be abandoned

@@copy
Enter "y" and "ALL" fields from the currently
displayed contact will be set in the new contact
record -- except the first name and last name, these
will be blanked out.

This is especially useful when entering a batch of
new contacts within the same company.

@@c_delete
Enter "y" if you wish to "PERMANENTLY" delete this
contact from the database. Otherwise enter "N" -
the contact will remain in the database.

"YOU CANNOT UNDELETE A CONTACT."

@@salut
Enter the salutation.

Examples :

     Mr. and Mrs.
     Mr.
     Mrs.
     Dr.

Enter "ESC" to exit. To erase a field, press the
space bar once at the start of the prompt then
press the "ENTER" key.

Press the "CTRL-HOME" key to set the "home position"
on any one of the fields on the "HEADER PAGE". This
allows rapid updating of any field in the header
page. (See the manual)

The mail/merge code for the salutation is "*sa".

@@memo
Enter a miscellaneous memo about this contact. A
reference to the contact's product line, or a
note on the first contact would be appropriate here.

To delete the memo: (1) clear out the field by
pressing "CTRL-Y" or "CTRL-X", (2) press the "SPACE"
bar once then (3) press the "ENTER" key at the
prompt.

The mail/merge code for the memo field is "*me".

@@user
Enter a character string designated by the prompt.
This is one of 16 fields that are user defined
fields in Contact Plus. The first two user definable
fields can be sorted and thus act as indexes into
the database.

See the "USER SETUP MENU" to change the labels for
each user defined fields.

The mail/merge codes for the user defined files
1 through 16 are:

    "*u01"  "*u02"  "*u03"  "*u04"
    "*u05"  "*u06"  "*u07"  "*u08"
    "*u09"  "*u10"  "*u11"  "*u12"
    "*u13"  "*u14"  "*u15"  "*u16"

@@date123
Press "F10" to call up the popup calendar then you
can use the "UP", "DOWN", "LEFT", and "RIGHT" arrow
keys to move between dates on the calendar. If you
wish to enter the date manually, press "ESC" to clear
the calendar and you may use formatted date input.

Typical uses of the user-defined date fields are:

    First,last,next contact date
    Invoice date
    Demo date
    Proposal date

To blank out a date:

 1) press "ESC" to clear the popup calendar

 2) press the "SPACE BAR" followed by
    the "ENTER" key.

The date will become "**/***/**."

The mail/merge codes for the dates are "*w1", "*w2"
and "*w3".  The birthday mail/merge code is "*bd".

If you clear out the popup calendar you may enter
dates in a variety of formats including date
arithmetic as shown on the next page.

DATE ARITHMETIC SHORTCUT EXAMPLES

    "."      - today
    "+1"     - tomorrow
    "-1"     - yesterday
    "+1w"    - one week from today
    "+1m"    - this day next month
    "1+1m"   - first day of next month
    "1+1m-1" - last day of this month
    "+thu"   - next Thursday from today

@@meet_p
This page displays the previous 15 meetings for
this contact.  By pressing "F8" (LETTERS/MEETINGS)
you can enter a new meeting into the system.

Although only the previous 15 meetings will be
displayed on the MEETING PAGE, you may display all
previous meetings using the "ALT-F10" key.

@@bigcal_p
Ticklers will appear on the one month calendar page
in different colors depending on the status of the
tickler. The table below illustrates the colors:

     "RED" -   NOT DONE
     "GREEN" - DONE
     "CYAN" -  N/A

If any holidays occur during the month, they will
also be displayed.

Press the down/up arrow to view next and previous
contacts, or enter the last name or company name.

Press "ENTER" to change the dates displayed. After
pressing the "ENTER" key you have the ability to
scroll back 10 years or 10 years into the future.

@@calendar
Use the "arrow keys" to move from date to date within
the 3-month calendar. The ticklers that were scheduled
for each individual will appear in the master calendar
sorted by time.

Press the "V" key to get a view of all dates where at
least one tickler is scheduled.  The "VIEW ON"
message will be displayed.  You will notice a slight
slowdown when scrolling through the dates while
the "VIEW" is on.  Turn it off by pressing the "V" key
again and the scrolling will go faster.

If the "Week-at-a-glance" screen is up, the arrow keys
will move from day to day. The Week-at-a-glance screen
displays a schedule of items from 8:00 am to 5:59 pm.

Each block represents a tickler for the hour block on
the screen.  Press "ENTER" or "W" from the
Week-at-a-glance screen to see the calendar.

If a date has a page full of ticklers, you can press
the "ENTER" key to view any ticklers that are hidden
on the screen.

Press "ESC" to make the calendar disappear.

@@6mocal_p
The "CURRENT" month (that month matching the month in
the top right corner of the screen) is positioned at
the lower left corner of the screen.

Ticklers will appear as blinking dates color
coded as follows:

    "N/A"      - CYAN BLINKING
    "DONE"     - GREEN BLINKING
    "NOT DONE" - RED BLINKING

Press the "UP/DOWN" arrow to view next and previous
contacts, or enter the first few characters of the
last name.

Press "ENTER" to change the dates displayed. After
pressing "ENTER" the arrow keys will change the
months.

@@remind_p
15 different tickler dates are viewed and entered on
this page. Use the tickler fields for callbacks,
appointments, to-do items, birthdates, anniversaries,
etc.

Use the "DONE?" field as an indicator of whether the
tickler was completed, not completed or if you don't
care.

Contact Plus automatically sorts the ticklers with
the earliest dates appearing at the top of the screen
when you press the "ESC" key to save the changes.

The tickler memo will appear in the 1 month calendar
page. The date in the 6 month calendar will blink.

To add a new tickler:

   1) Press the "ENTER" key twice

   2) Enter the appropriate information

To add a new followup schedule:

   1) Press the "ENTER" key

   2) Enter "A" or "B" for follow up
      schedule A or B

   3) The follow up dates will be based on an
      anchor date that you specify.

To delete a tickler:

   1) Press the "ENTER" key twice

   2) Use the cursor keys to position the
      highlight bar over the "TICKLER MEMO"
      field to delete.

   3) Press the "SPACE BAR" then "ENTER" to
      delete that tickler

@@plog_p
Although there is no limit to the number of phone
calls that can be stored for each contact, this page
will give you a summary of the most recent 15 phone
calls with the latest phone call appearing at the top
of the page.

To view or edit more phone calls, use the "HISTORY"
key "(ALT-F10)".

Even if you aren't using a modem, you can still keep
track of the time spent on the phone. Just dial the
phone as you normally would do then press F3 or F4
(you need to record the phone number in the PHONE
fields for this to work). Contact Plus will then
display the popup timer window - allowing you to keep
track of time spent on the phone.

To log time spent on incoming calls, after receiving
the call, search for the contact by entering his/her
last name at the "KEY PROMPT". Then press the
"ALT-F9" key. The call will then be logged.

@@open_tmpl
Select one of the form files using the "ARROW" keys
or press the first letter of the form desired. Press
the "PAGEUP" and "PAGEDOWN" keys to view the next and
previous pages.

The form files must end with ".frm" and must be in
the "FORM FILE" directory. If a "FORM FILE" directory
is not specified in the "SYSTEM SETUP MENU", the
current contact directory will be searched.

The form file will be used to create a letter to this
contact. The file created will be named using the
first 8 characters of the last name and first name
with a 3 digit sequence number as an extension. For
example, the first letter to Sam Smith would be
"SMITHSAM.001".

Contact Plus will display up to 150 different form
files.

@@lname
Enter the contact's last name.

The last name is used as an "INDEX" field meaning
that you can search and sort the database using this
field.

If you don't know the contact's last name, enter "-".
You can fill in the last name later.

The mail/merge code for the last name field is "*ln".

@@fname
Enter the contact's first name here.

The mail/merge code for the first name field is
"*fn".

@@dear
Enter a polite term that you would use for the
contact when addressing letters. For example, you
may address Mr. William Smith as "Bill" in the
Dear line in the salutation portion of your letters.

The mail/merge code for the dear field is "*de".

@@title
Enter a title for the contact.

    Examples: Vice President Owner/operator

You may also press the "F10" (POPUP MENU) key to
bring up a popup menu with a list of choices.

The mail/merge code for the title field is "*ti".

@@c_address
Enter the address of the contact. If the address
spans two different lines or there is not enough room
on one line, use both "ADDRESS1" and "ADDRESS2".

Example:

    ADDRESS 1: 1580 Main Avenue
    ADDRESS 2: Suite 120

Enter "ESC" to exit.

The mail/merge codes for  these  fields  are  "*a1"
and "*a2".

@@c_city
Enter the contact's city. If you are entering the
same city repeatedly for new entries, enter the city
name in the "DEFAULT CITY" field under the "SYSTEM"
"SETUP MENU".

You may also press the "F10" (POPUP MENU) key to
bring up a popup menu with a list of choices.

The mail/merge code for this field is "*ci".

@@c_state
A list of the abbreviations for the states follows:

    AL - Alabama         AK - Alaska
    AZ - Arizona         AR - Arkansas
    CA - California      CO - Colorado
    CT - Connecticut     DE - Delaware
    FL - Florida         GA - Georgia
    HI - Hawaii          ID - Idaho
    IL - Illinois        IN - Indiana
    IA - Iowa            KS - Kansas
    KY - Kentucky        LA - Louisiana
    ME - Maine           MD - Maryland
    MA - Massachusetts   MI - Michigan
    MN - Minnesota       MS - Mississippi
    MO - Missouri        MT - Montana
    NE - Nebraska        NV - Nevada
    NH - New Hampshire   NJ - New Jersey
    NM - New Mexico      NY - New York
    NC - North Carolina  ND - North Dakota
    OH - Ohio            OK - Oklahoma
    OR - Oregon          PA - Pennsylvania
    RI - Rhode Island    SC - South Carolina
    SD - South Dakota    TN - Tennessee
    TX - Texas           UT - Utah
    VT - Vermont         VA - Virginia
    WA - Washington      WV - West Virginia
    WI - Wisconsin       WY - Wyoming

Enter the contact's state of residence. If you are
entering the same state repeatedly for new entries,
enter the city name in the "DEFAULT STATE" field
under the "SYSTEM SETUP MENU".

You may also press the "F10" (POPUP MENU) key to
bring up a popup menu with a list of choices.

The mail/merge code for this field is "*st".

@@c_zip
Enter the zip code. If you are entering the same zip
code repeatedly for new entries, enter the zip code
in the "DEFAULT ZIP" field under the "SYSTEM SETUP"
"MENU".

You may also press the "F10" (POPUP MENU) key to bring
up a popup menu with a list of choices.

The mail/merge code for the zip is "*zi".

@@c_country
Enter the country. If you are entering the same
country repeatedly for new entries, enter the country
in the "DEFAULT COUNTRY" field under the "SYSTEM"
"SETUP MENU".

You may also press the "F10" (POPUP MENU) key to bring
up a popup menu with a list of choices.

The mail/merge code for the country field is "*cn".

@@phone
Enter the contact's phone number in the following
format (exactly how you would dial):

    123-999-1234 (dashes are optional)

If the "LOCAL AREA CODE" is set to 202 then this phone
number will be treated as a long distance number
since (123 is not equal to 202). Contact Plus will
dial the long distance dialing prefix, the phone
number including the area code, then the long
distance dialing suffix.

If the "LOCAL AREA CODE" is set to 123 and the area
code is set to 123, the phone number will be treated
as a local call. Contact Plus will then dial the
local dialing prefix (if set), then the phone number
minus the area code.

There is extra room to add a comment next to the phone
number. For example, if your insurance agent had a
number for claims and you wanted that in place of the
phone number field, you could simply enter:

    PHONE 1:  Claim 444-2321

Make sure the comment doesn't contain an 'X', as
Contact Plus ignores all digits after an 'X' or 'x'.

Note also that you can signify an extension by making
an 'X' in the number. Contact Plus will ignore all
digits appearing after the 'X'. For example:

    PHONE 1:  255-4433 x444

Contact Plus will dial "2554433" for you.

Contact Plus normally ignores all non-numeric
characters when autodialing for you, except for the
"," character.

A comma "," will cause the modem to pause for two
seconds.  You can only enter 3 consecutive commas.

The mail/merge code for the phone numbers are "*po"
for phone one and "*pt" for phone two.

@@comp
Enter the name of the contact's company.

This is an "INDEX" field. If you wish to search for a
particular contact by company, you can simply change
the index to "COMPANY". Typing in the first few
characters that distinguish the company at the prompt
will bring the contact to the screen.

For example: to search for "Joe Soroche of Atlantic"
"Associates": you could enter "i" to change the index
then "c" to change the index to company name. Enter
"atl" and the record would be retrieved. Keep in mind
that searches for the contact by company name are not
case sensitive. Therefore you can enter "ATL", or
"atl". Both will match with "Atl...".

The mail/merge code for the company is "*co".

@@categories
Enter the category or categories that are applicable
to this contact.

Each contact may belong to more than one category. For
example, if the contact is in "CATEGORY A, F and G",
enter "afg" and the contact will be placed in three
categories.

The selected codes will be highlighted and marked with
an asterisk "*". The popup window only appears when
the highlight bar is directly on this prompt.

A contact may belong to up to 15 out of 24 different
codes or categories. Each category is accessed from
the "MAIN MENU" under the "EDIT CATEGORIES MENU".

@@graf_p
This page is a graphic view of the status of all phone
calls, letters and meetings made over the last 13
months. This page is useful to get a visual picture
of the number of times the contact has been contacted
over the last year.

This page is for display only. However, if a new call
has been made while this screen is being displayed you
may press the ENTER key to update the number of calls
and simultaneously refresh the screen.

@@lett_p
This page displays the last 15 letters/memos sent to
or received from this contact. All letters/memos are
stored, this page only displays the previous 15 only.

To view more entries, use the "ALT-F10" (HISTORY) key
or see the "LETTER HISTORY" report. If there aren't
any phone calls or letters to display, the bell will
ring when "ALT-F10" is pressed.

To delete letters use the "ALT-F10" key.  To add a new
letter manually, use the "F8" (LETTER) key.

@@hdr_p
It is from this page that you can add, delete, and
change the contact entries. As with all the pages,
press the "UP" and "DOWN" arrow keys or enter the
first few characters of the last name to access each
contact.

At the upper left corner of the screen is the box
with PENDING TKLR.  It contains the first tickler
for the contact "NOT DONE".  If the tickler has
been completed, the next pending tickler will be
the next one on the list "NOT DONE".

At the bottom of the page is the prompt "PAGE:" with a
list of all the pages that can be viewed. Press the
"LEFT" and "RIGHT" arrow keys or enter the first
letter of one of the pages followed by the "ENTER" key
to access the different pages.

    "a"          - add a new contact
    "d"          - delete an old contact
    "i"          - change the index
    "F3"         - dial phone number 1
    "F4"         - dial phone number 2
    "F6"         - run your word processor
    "F7"         - enter a note
    "F8"         - enter a new letter
    "F9"         - display the "VIEW" screen
    "ALT-F9"     - log an incoming call
    "ALT-F10"    - display the HISTORY popup
    "ENTER"      - modify the contact
    "DOWN ARROW" - view next contact
    "UP ARROW"   - view previous contact

"SEARCHING":

Enter the first few letters of the word for which you
wish to search.

Entering "sm" will search the database for the first
occurrence of a key field starting with "sm". If there
is an "Ed Smith" in the database, it will retrieve "Ed
Smith" instead of "Sam Smith", as "Ed" appears
alphabetically before "Sam". Press the DOWN arrow key
to the next record: "Sam Smith"

Note: Contact Plus does "NOT" make a distinction
between upper and lower case names. I.e., there is "NO"
difference between "Smith" and "SMITH" and "smith".

The other indexes (Company name, zip code, tickler
date, and both user defined index fields) operate
similarly.

To search by tickler date, change the index to
"TICKLER DATE" then enter the date in "dd MMM" format
or use a data arithmetic expression.

For example, to call up all contacts with ticklers on
today, simply enter a dot '"."' at the KEY prompt. You
can scroll to the next contact with the next tickler
date by pressing the "DOWN" arrow key.

"PHONE CALLS":

After pressing "F3" or "F4" you will be prompted to
press a key to release modem control of the phone.
Pick up the receiver then press any key. A phone
message prompt will appear prompting you for the
outcome of the call ...

    Was a message left?
    Was there a busy signal?
    Were you successful in getting through?
    Was there no answer?

If "L" or "S" is pressed a timer window will popup
with the starting time of the call and the elapsed
time.

If "B" or "N" is pressed a log in the phone call page
will be added to the top of the page with "BUSY" or
"NOANSWER".

"INDIVIDUAL LETTERS":

Press the "F6" key to access the word processor.
Before accessing the word processor, make sure that
the name or path of the word processor is stored under
the "SYSTEM SETUP MENU". Also, you must create a
template file (it may be blank) in which Contact Plus
will fill in the proper fields. For a sample template
file, see the files ending with ".frm" provided with
the "DEMO". The template files must end with the
extension "FRM".

"NOTES":

Press the "F7" key to record a note. The "F7" key is
accessible from anywhere within the "CONTACT MENU"
"PAGES". A new note can be added. The date and time
will automatically be set in the note. You can store
an unlimited number of notes for each contact.

"BROWSING":

From the header screen, you can press the "F9" (VIEW)
screen.  17 different contacts will be displayed on
the screen at one time.  From the "VIEW" screen, you
can make calls, send letters and take notes.  If
you have an EGA monitor, 35 contacts can be displayed.
A VGA monitor will display up to 42 contacts.

"UPDATING A CONTACT":

After pressing the "ENTER" key to update the fields of
the contact, use the "CTRL-HOME" key to set the "home"
"position". The home position can be used to quickly
update a particular field of the record.

For example, to update the "MEMO" field of all
contacts, one after another,

    1) Press the "ENTER" key to update
       the contact record.

    2) Position the cursor over the "MEMO"
       field.

    3) Press the "CTRL-HOME" key.

Subsequent changes will position the cursor on the
"MEMO" field rather than appearing at the top of the
screen in the "SALUTATION" field.

On all prompts ending with "...", you can press the
"F10" key (POPUP MENU). The "POPUP MENU" allows you to
quickly enter information into the database with the
press of a key.

@@sec_p
This page is a list of 8 user defined fields and
2 address lines.  The user defined fields are setup
in the USER SETUP MENU under the UTILITY MENU.

The address lines can be used as SECOND CONTACT or
THIRD CONTACT or BILL TO and SHIP TO.

The mail/merge codes for the extra user defined fields
are:

   "*u09"   "*u10"   "*u11"   "*u12"
   "*u13"   "*u14"   "*u15"   "*u16"

The mail/merge codes for the address lines are:

   "*l1"  "*l2"  "*l3"  "*l4"
   "*l5"  "*l6"  "*l7"  "*l8"

@@line1
Enter an address line here.  Use the four address
lines to contain information on a secondary contact
such as:

    line 1:  Joe Schmoe
    line 2:  VP Sales and Marketing
    line 3:  122 Main Avenue
    line 4:  Albuquerque, NM  87123

Or you can use these address lines to record names
and titles of secondary contacts:

    line 1:  Joe Schmoe - VP Sales
    line 2:  Sally Smith - VP Development
    line 3:  Harry Johnson - Marketing

@@user9
Enter information in this field pertaining to the
use that was chosen for this field.  Each 16 user
defined fields can be setup and customized by you.

You can place any kind of information in user field
9 through 16.  It is recommended that you place
important information in user fields 1 - 8 since
they are viewable from the HEADER PAGE.

@@main_menu
Welcome to Contact Plus! You will spend most of your
time in the Contact Menu where you have interactive
access to each of your contacts.

Press one of the letters highlighted or use the arrow
keys to highlight an option to select a menu item.

You may press the "F1" (HELP) key at any time for a
help window. Use the "ESC" key to move away from a
prompt and use the "ENTER" key to move towards a menu
option.

Press the "F2" (SAVE SCREEN) key to take a snapshot of
any screen which can be printed later.

The "ESC" key is "ALWAYS" available. If in doubt,
press the "ESC" key.

The "ALT-C" (Master Calendar) key is always available
to view.  It will display the master list of ticklers
for the database.

Press "ALT-Q" if you wish to quickly exit.

Do not shut off the system without properly exiting
Contact Plus by pressing "ESC" at the "MAIN MENU" and
answering "y" to the "EXIT MENU?" prompt.  Turning
off the power without exiting properly may cause your
database to become corrupt.  You may lose information
and have to restore a backup copy of the database.

The next few help screens will outline each option
from the "MAIN MENU":

"CONTACT MENU"

The Contact Menu is where you will be spending most
of your time.  You can do the following:

   o add, delete, update contact information
   o search for contacts on different indexes
   o add, delete, update notes
   o dial one of two phone numbers
   o take an incoming call
   o send a form letter
   o view phone call/letter history

"CONTACT REPORTS"

There are a variety of reports that can be printed
from this menu. Once you have selected a report, you
will be given the option of selecting a subset of
contacts to be printed.

The "SEARCH MENU" is accessed from this menu which
will do a search on your notes, phone calls,
memos and letters.

"MAIL/MERGE"

The mail/merge allows you to send a personalized
letter to all or a selected bunch of contacts. You may
do the following:

    o print custom form letters
    o print Rolodex(r) cards
    o print mailing labels
    o generate an ASCII export file

"EDIT CATEGORIES"

Add, delete and edit all categories from this menu.

Choose from 24 different categories. Each contact may
be in up to 15 categories. The categories are useful
when printing reports or during mail/merge.

"UTILITY MENU"

Use the "UTILITY MENU" to access the following:

   o user defined fields,
   o word processor
   o DOS commands
   o printer setup commands
   o popup setup commands
   o holiday setup
   o follow up setup menu
   o database menu

"PRINT SAVED SCREENS"

Print screens that have been saved using the "F2 save"
"screen function". The screens have been saved in a
file called "screen.sav". Each time "F2" is pressed,
the displayed screen is appended to this file.

"DISCARD SAVED SCREENS"

Discard screens that have been saved using the "F2"
save screen function. The file "screen.sav" in the
contact directory will be cleared.

"ALTER THE DATE"

Change Contact Plus's idea of the "CURRENT" date. The
"CURRENT" date is displayed at the top right corner of
the screen and reports.

It is important that the correct date and time are set
before starting up Contact Plus.

Phone calls and letters are stamped with the "CURRENT"
date.

@@cd_scan
Enter a code letter or a boolean logic expression
here. For example, if "category A" is the Western
Region, "category B" is the Northern Region and you
wish to select all members of both category A and
Category B, type "A and B".

Example         Description
--------------  --------------------------------
"."               Select "all" contacts.

"a or b"          Category a "or" b

"a + b"           Category a "or" b

"a and b"         Category a "and" b

"a & b"           Category a "and" b

"a & !(b+c+d)"    Category A only. Don't print
                  B or C or D.

"!a"              Not in category a.


Boolean logic expressions are discussed in more
detail in the manual.

@@cs_wremind
Those contacts with tickler dates falling within the
week (today thru seven days from today) will be
printed as well as the reminder memo.

@@cs_tremind
Those contacts with tickler dates matching the current
date of today (upper right corner of screen) will be
printed as well as the memo attached to each tickler.

As each contact is printed, the next tickler date for
that contact will be checked and adjusted. Thus, the
contacts will appear in the proper order when the
index is set to the tickler date.

@@cs_con
Each contact name is printed along with the address,
company name and phone numbers.

@@cs_not
Each note associated with each contact is printed. A
subset of the notes by date may be printed using the
"SELECTION MENU".

@@cs_ph
Each contact is printed along with the following
data:

    o  Date and time of phone call

    o  BUSY, SUCCESSFUL, NOANS, LEFTMSG or INCALL

    o  A phone message as recorded on the
       "PHONE LOG PAGE".

You can ask questions from this report like:

   Who didn't I call last week?

   Who was called today and yesterday
   where there was no answer?

@@cs_letter
Each contact is printed along with the following data:

    o  Date of letter

    o  "RECEIVED" or "SENT" status

    o  A short note as recorded on the "LETTER PAGE".

A  subset of letters by date can be printed as
selected in the "SELECTION MENU".

@@cs_ud
"USER REPORT"

List out both user defined "INDEX" fields and the name
of the contact.

@@cs_prof
"CONTACT PROFILE"

Lists out the contents of the "HEADER PAGE", "TICKLER"
"PAGE", phone calls, letters, and notes in a
convenient full page format per contact.

This report can be kept in a loose leaf binder.

@@cs_srch
"SEARCH MENU"

Search the "MEMO FIELD", "NOTES", "TICKLER NOTES" and
"PHONE" notes fields from this menu.

Exact spelling is not necessary when searching for
strings and keywords.

@@cs_tick
"TICKLER REPORT"

Generate a list of all ticklers "NOT DONE", or "DONE",
or "N/A" within a certain set of dates. This is
different from the "TODAY TICKLER" and "WEEK TICKLER"
reports in that you can specify which ticklers will be
printed.

@@cs_pl
"PHONE LISTING"

Generate a easy to read listing of phone numbers of
each contact selected.

@@cs_csz
"ZIP/CITY/STATE REPORT"

Generates an easy to read listing of the contact and
his/her city/state/zip code and country.

@@cs_cod
"CATEGORY REPORT"

Lists each contact and all categories that the contact
belongs to.

@@cs_wrk
"WORKSHEET"

Print out a worksheet for notations. Each contact is
printed along with blank lines for notes.

@@cs_mem
"MEMO REPORT"

Lists each contact and the respective "MEMO" field.

@@cs_date
"DATE REPORT"

Prints out each of the 3 user defined date fields.

@@cs_form
Each form is a template enabling you to send out
customized form letters to a large group of people. As
each form is printed, a record of the date and name of
form is saved in the "LETTERS PAGE" for each contact.

Each form must be an ASCII text file. I.e. if you are
using WordStar - use non-document mode, WordPerfect
users should use the "TEXT/OUT SAVE" function.

The mailing labels do not have corresponding template
files.

The following mail/merge template files must be stored
in the current directory:

   (if "CONTACT" is the current database) contact.1
   contact.6 contact.2    contact.7 contact.3
   contact.8 contact.4    contact.9 contact.5

If the current database is business associates
"BUSINESS", then the following template files should
be in the contact directory:

        business.1  business.6
        business.2  business.7
        business.3  business.8
        business.4  business.9
        business.5

These files correspond to the menu selection under the
"CONTACT FORMS MENU".

   FIELD NAMES
   *d1 - current date (format - 31 Oct 87)
   *d2 - current date (format - October 31, 1987)
   *d3 - current date (format - 10/31/87)
   *d4 - current day  (Monday, Tuesday, ... )
   *t1 - current time (format - 15:23:43) military
   *t2 - current time (format - 15:23) military
   *t3 - current time (format - 03:23:43) standard
   *t4 - current time (format - 03:23) standard
   *sa - salutation
   *fn - first name
   *ln - last name
   *de - dear
   *ti - title
   *a1 - address line 1
   *a2 - address line 2
   *st - state name
   *ci - city name
   *zi - zip code
   *cn - country name
   *po - phone One
   *pt - phone Two
   *fa - fax phone
   *co - company name
   *me - memo field
   *u01 - user defined index field 1
   *u02 - user defined index field 2
   *u03 - user defined field 3 (25 characters)
   *u04 - user defined field 4  "    "
   *u05 - user defined field 5  "    "
   *u06 - user defined field 6  "    "
    ...      ...

   *u16 - user defined field 16 "    "

   *l1 - Secondary address line 1
   *l2 -    "          "        2
   *l3 -    "          "        3
   *l4 -    "          "        4

   *l5 - Third address line 1
   *l6 -    "          "    2
   *l7 -    "          "    3
   *l8 -    "          "    4

   *w1 - user date field 1  (22 Apr 89)
   *w2 - user date field 2
   *w3 - user date field 3

   *w4 - user date 1  (April 22, 1989)
   *w5 - user date 2
   *w6 - user date 3

   *w7 - user date 1 (19890422)
   *w8 - user date 2
   *w9 - user date 3

   *m1 - mailing labels (7 lines)
   *m2 -    "      "    (6 lines)
   *m3 -    "      "    (4 lines)
   *m4 -    "      "    (5 lines)
   *m5 -    "      "    (6 lines)

   *pa - pause printer for form change
   *ff - form feed

To pad with blanks and right or left justify a field
enter a width specification like:

  *po%20  - phone 1 phone right just. pad with space
  *pt%-20 - phone 2 left just. pad with space

@@exit
Press "y" to finish this session with Contact Plus.
All database files will by updated and closed.

Press ESC or "n" to continue working with Contact
Plus.

"DO NOT" shut the computer off or reboot without first
exiting Contact Plus. Doing so may damage the data
files which will need to be repaired using the
database recovery program supplied with the system.

There is an alternate way to quickly exit Contact
Plus. Simply press "ALT-Q" (keep the ALT key depressed
while simultaneously pressing the "Q" key). Contact
Plus will immediately exit, safely closing all files.

@@m_fs
Access to the following functions is  made  from  this
menu:

    Open an existing database

    Delete an old database

    Create a new database

Contact Plus will search the current drive/directory
for all databases (ending with ".dt").

@@m_pp
Change the printer setup string,  printer port and
margin settings.

Use your printer manual to change the printer
initialization setting.

@@m_sp
Change system parameters - error bells on or off,
database "SYNC" frequency, defaults for CITY, STATE,
ZIP, and COUNTRY when adding new entries.

Enter your company name to appear on all menus and
reports from this menu.

Enter the name of your word processor, path name of
letters, DOS command and the name of the template file
when using the "F6" key.

@@m_us
Change user defined parameters from this page. Set up
the labels of the three user defined date entries and
all user defined index fields. Give the template files
under the "MAIL/MERGE MENU" different names.

@@m_ph
Change phone parameters - local area code, modem port,
pulse or tone dialing, long distance area code and
long distance access code.

@@m_fo
Enter follow up schedules from this menu. Follow up
schedules help automate the task of following up with
thank you notes, postcards, calls, etc.

Followup dates are based on relative date arithmetic,
that is, every 4 weeks you may wish to send a postcard
or letter. There are two different schedules with up
to eight different followup tickler dates to specify.

@@m_ho
Enter special dates such as holidays, vacations,
conferences and meetings here. These should be dates
that you will NOT be available to take or give any
calls. All dates and calendars will be marked with a
'*' signifying that the date is special.

@@m_po
Each "POPUP MENU" available for certain fields in the
"HEADER PAGE" can be set to appear automatically from
this menu. Setting these fields to "YES" will make
data entry quick and easy.

@@m_rf
This menu item will refresh the "NEXT TICKLER" date
as displayed in the contact's HEADER PAGE.  The
tickler date is an index field and must be
calculated according to the following formula:

   next tickler date =
       closest date in the future next to today.

Since this is a calculated field, it must be
"refreshed" periodically.  Normally, browsing
through the database will cause the NEXT TICKLER DATE
to be recalculated, but you may not get a chance to
browse through all contacts, therefore this MENU
item exists for the purpose of refreshing all the
next tickler dates.

@@m_re
You can re-schedule ticklers that have "NOT" been
completed but were scheduled prior to today.

This option will reschedule "ALL" ticklers NOT DONE
prior to today's date to a date in the future.

For example, you may have gotten sick this week and
were unable to make any of your calls.  When you
come in next week you will want to run this menu
item to reschedule ALL ticklers from this week
to next week.

The "DONE?" flag is critical in this setting as only
those ticklers marked as NOT DONE will be
rescheduled.

@@fs_open
Open an existing database; one that has been created.
For example, if you are currently working with
"VENDORS" and you desire to work with "CUST" use
this menu.

The old database will be written to disk and the new
database will be made current.

@@fs_create
Create a new database from here. Contact Plus makes
sure the database doesn't already exist.

Use up to 8 characters in the database name.

Examples: "CUST", "VENDORS", "WESTERN"

@@fs_delete
Delete an existing database using this option. All
data files associated with the database will be
deleted. The form letters and template files will not
be deleted.

@@c_cname
Enter a label for the category listed. Your contacts
may be separated according to each code in the
SELECTION MENU.  The SELECTION MENU will appear when
running the reports, mail/merge and mailing labels.

Examples:
    Category A: Western
    Category B: Southwest
    Category C: Northern
    Category D: bananas
    Category E: eggs

@@sys_43
If you have an "EGA" or "VGA" card and monitor and wish
to display "43" lines of text for an EGA and 50 lines
for a VGA during the report browse and through the
VIEW screen, select "yes" at the prompt.

This option only works for computers with EGA/VGA
monitors.  Unpredictable results will occur if tried
on non EGA/VGA monitors.

@@sys_mouse
If you have a Microsoft mouse installed in your system
answer "yes" here.  Contact Plus will then enable you
to use the mouse in addition to the cursor keys.

The MOUSE.COM driver must be installed for this to
work properly.  See your MicroSoft Mouse manual.

The "LEFT" mouse button will act as the "ENTER" key
and the "RIGHT" mouse button as the "ESC" key.

If the mouse movement is too fast, set the SPEED
parameters to a large number (i.e. 99).

@@sys_xsens
Enter a number from "1 ... 99" as a measure of how
mouse sensitivity.  Higher numbers will slow the
mouse down.

This "X-SPEED" parameter will adjust the
sensitivity of moving the mouse from "right to left".

@@sys_ysens
Enter a number from "1 ... 99" as a measure of the
mouse sensitivity.  Higher numbers will slow the
mouse down.

The "Y-SPEED" parameter will adjust the
sensitivity of moving the mouse on "up and down"
movements.

@@sys_lac
Enter the local area code. Those phone numbers with
area codes that match this area code will be treated
as "LOCAL" calls. All phone numbers with area codes
that do not match the local area code will be treated
as "LONG DISTANCE" calls.

A LONG DISTANCE number is a phone number that
is precisely 10 digits long.

@@sys_lop
Enter the local dialing prefix. If the area code
matches the "LOCAL AREA CODE" in the prompt above,
the call will be treated as a local call and the
local dialing prefix will be dialed.

Typically, this may be set to a 9 followed by a comma
which will dial a 9 then pause for two seconds.

        DIALING PREFIX: "9,"

@@sys_ldp
Enter the long distance dialing prefix. If the area
code doesn't match the "LOCAL AREA CODE" parameter,
the call will be treated as a long distance call and
the dialing prefix will be dialed before the phone
number.

The dialing prefix will be typically set to a "1".

@@sys_lds
Enter the long distance dialing suffix. If the area
code doesn't match the "LOCAL AREA CODE" parameter,
the call will be treated as a long distance call.
After the dialing prefix and phone number have been
dialed (including the area code) the dialing suffix
will be dialed.

The dialing suffix will probably only be set if using
a long distance service that requires access numbers
to complete the dialing sequence.

@@sys_com_port
Enter "n" if you don't have a modem attached to your
serial port. Enter "COM1", "COM2", "COM3", or "COM4"
if your modem is attached to "COM1", "COM2", "COM3"
or "COM4".

Contact Plus currently works with Hayes compatible
modems only.

@@sys_mono
Select an option:

 monochrome screen (white on black)
 color on black background
 color on blue background
 white on blue background

"Only the monochrome screen will work for non-color"
"monitors".

@@sys_bell
Type "y" to turn on Contact Plus's error bell -
it will beep at you if you make an input error.

Type "n" to turn off this bell.

@@sys_syncfreq
This field allows you to specify how often you desire
to "sync" the database. Contact Plus's internal file
structure needs to be physically updated occasionally.

The smaller this number is, the more often the
database will be "SYNCED". Of course, small values for
the sync will slow Contact Plus down when adding many
entries to the system.

When entering many contacts into the database, you may
wish to set it to "10". After entering the contacts,
for maximum file integrity, set it to "1". Contact
Plus automatically sync's its files when you exit. Be
sure to exit Contact Plus by pressing the "ESC" key
and answering "y" to the exit prompts.

"DO NOT" exit Contact Plus by turning off the computer
or pressing "CTRL-ALT-DELETE". This may destroy the
index files in which case you will have to use the
"CFIX" program to recover the index files or reload
all your data from scratch.

It is advisable to make backups of the system after
making significant changes.

@@sys_snow
If you experience a snow or sparkle effect on the
screen. Enter "y" to this question. Contact Plus will
try to limit the snow effect.

This may occur on certain old CGA monitors.

@@sys_eol
The "printer end-of-line" is used to control the
printer output at the end of the printed line. There
are 4 options to set depending upon your printer. You
may have to do a little bit of experimentation with
this to get it right. Once it is set correctly, it
will not have to be changed (as long as the switch
settings on the printer do not change).

Option
   "NL"     newline character
   "CR"     carriage return character
   "NL/CR"  newline then carriage-return character
   "CR/NL"  carriage-return then newline character

Output is double spaced - try setting option to "CR".

Output is overprinting or printing on one line  -
try setting the option first to "NL" and if that
doesn't work, try out the options "NL/CR" or "CR/NL".

Output is jagged like:
This is
       an example  of
                     a jagged line.

Try changing option to "NL/CR" or "CR/NL".

@@emit_pause
Press any key to continue to the next page of the
report, press "ESC" to stop the listing.

@@emit_where
Press "ENTER" to see all reports on the screen.

Select the "printer" to send the reports to a printer
- directly.

Select "capturefile" to send the output to an ASCII
file. If the file exists, the output will be appended
to the file. Otherwise, a new file will be created.

While the report/form is printing you may press
"SPACE" which will pause the printer; "ESC" will
abort the printout.

@@sys_pop
Enter "Y" if you wish the popup menu to appear
automatically in the "CONTACT MENU" whenever a prompt
with "..." appears. For example a popup over the
salutation field under the "HEADER PAGE" may look
like:

    +- SALUTATION ----+
    | A - Mr.         |
    | B - Mrs.        |
    | C - Mr. & Mrs.  |
    | D - Doctor      |
    +-----------------+

Enter "No" and you must press "F10" to bring up the
popup menus.

@@sys_save
Type "yes" and the changes made to the setup screen will
be saved.

Type "no" and the changes will be discarded and the old
values will be retained.

@@capname
Enter the full name of the file you want to save the
output of the report to.

Examples: report1.out
          a:\reports\mar.87

If the file exists and is "ASCII", Contact Plus will
"APPEND" to it. If it isn't "ASCII", you must make
another selection. An ASCII file is a file that
doesn't have control codes embedded in it such as
codes to change the font or print size.

@@printer_error
Contact Plus cannot make contact with your printer.

Contact Plus is set up to talk to "LPT1" or "LPT2".
Check and make sure that the printer is online and has
paper.

@@pscreens_pause
The output file "screen.sav" has been printed. Press
any key to continue.

@@kscreens_pause
The output file "screen.sav" has been cleared. Press
any key to continue.

@@kscreens_discard
Enter "yes" to delete the screens previously saved in
the file "screen.sav". Otherwise, enter "no".

@@sys_printinit
Enter the sequence of decimal codes that will place
the printer into the mode desired (e.g. 16 pitch or
"NLQ" - Near Letter Quality). See your printer manual
for "ASCII" control codes.

For example: sending "ESC F" to the IBM Proprinter
will turn "EMPHASIZED PRINT ON". This would correspond
to entering decimal 27 then 70 into the printer setup
string. A code of zero "0" cannot be entered as it
signifies the end of the escape string.

"COMMON DECIMAL ASCII CODES:"

   27 - ESC        32 - SPACE      8 - BACKSPACE
    9 - HORZ TAB   10 - LN FEED   12 - FORMFEED
   13 - CAR RET    14 - SO        15 - SI
   33 - '!'        34 - '"'       35 - '#'
   36 - '$'        37 - '%'       38 - '&'
   40 - '('        41 - ')'       42 - '*'
   43 - '+'        44 - ','       45 - '-'
   46 - '.'        47 - '/'       60 - '<'
   61 - '='        62 - '>'       63 - '?'
  1  - 'CTRL-A'   65 - 'A'    97 - 'a'   48 - '0'
  2  - 'CTRL-B'   66 - 'B'    98 - 'b'   49 - '1'
  3  - 'CTRL-C'   67 - 'C'    99 - 'c'   50 - '2'
  4  - 'CTRL-D'   68 - 'D'   100 - 'd'   51 - '3'
  5  - 'CTRL-E'   69 - 'E'   101 - 'e'   52 - '4'
     ...           ...         ...        ...
 25  - 'CTRL-Y'   89 - 'Y'   121 - 'y'   56 - '8'
 26  - 'CTRL-Z'   90 - 'Z'   122 - 'z'   57 - '9'

@@sys_pr_which
If you wish to send an initialization string to the
printer every time a report is printed answer "y" to
the question.

If you answer "n", Contact Plus will not send a
printer string.

@@sys_port
Select an output port for your printer. You will most
likely be using "LPT1".

Contact Plus doesn't currently support a serial
printer port, however, you can direct the output of
the report using the "capturefile" option and print
the report to the "PRN" device.

@@sys_poff
Enter the number of spaces from the left edge of the
paper at which you want the printer to start printing.
I.e. if you enter 5, Contact Plus will advance 5
spaces on each printed line.

@@c_pause_forms
Press "y" and Contact Plus will pause between each
form allowing you to change sheets of paper without
having to press the off-line key on your printer.

This is handy when printing individual sheets or
Rolodex(R) cards.

@@c_between
Feed in a new form then press "ENTER" to print the
next form.  "ESC" aborts the printout.

@@c_end_report
The end of the report/form has been reached.

Press any key to continue.

@@c_delfs
Use the arrow keys to select the database to delete.
Press "ENTER" when the highlight bar is over your
choice. You cannot delete the currently open database.

The database will be "PERMANENTLY" deleted.

@@reallydel
Enter "Y" to delete this database permanently.
Otherwise press "ESC" or enter "N".

@@scan_marked
Enter "Y" to select those contacts that have been
previously marked from the VIEW screen.  Each
contact that has been marked will be selected for
printing/viewing.

Enter "N" to ignore the selection.

@@c_scan_which
Select a sort option. All contacts will then be sorted
by the selection you made.  You may sort by up to
15 different fields.  The primary sort fields are
as follows:

    Last name
    Company name
    Zip code or
    one of the two user defined indices

If you select to sort on one of the secondary sort
fields, a separate sort step will be run.  As the
database of contacts is being sorted, a counter will
count from 0 to the number of contacts in the database
in multiples of 10.  The sort must be completed before
you can view the report.

In order to print the report press "ESC". You will
then be prompted for confirmation to print the report.

@@c_scan_sel
If you wish to select your contacts by last name,
company name or one of the user defined fields
make that selection here.

You will be able to select a subset of contacts
using the "FROM" and "THRU" fields.

Examples:

If you want to select a single record, "SmithJoe",
enter "l" for last name selection at the "Name"
"selected" prompt. Then at the "From name" and "Thru"
prompts enter "SmithJoe" and "SmithJoe". Contact Plus
is "NOT" case sensitive, so "smithjoe" will do as
well.

To select all contacts with last name starting with
"r", enter "r" at "From name" and "r" at the "Thru"
prompts.

@@c_scan_loc
In addition to selecting or filtering your contacts on
last name, company name or one of the 16 user defined
fields you can select by LOCATION.

You can select by "CITY", "STATE", "ZIP CODE",
"COUNTRY", or "PHONE" by choosing the appropriate option.
If you select "PHONE", Contact Plus will search all
three phone numbers.

After making your selection, pick a starting location
and ending location in "ALPHABETIC" order.

To select all contacts within certain zip code areas,
enter "z" for zip code and enter "87" thru "88" at the
range fields.

To select all contacts in a certain city, say Los
Angeles, enter "Los Angeles" in both "FROM" and "THRU"
fields.

To look for a phone number using the "CONTAINS" search
option surround the number with two stars '"*"'.
Say you need to locate the phone number "245-5566" but
do not know the area code, enter:

    "*245-5566*" at the "FROM" prompt.

@@c_sname
Enter the starting name of the field you want to
select. For example, if we want to print out a list of
contacts with last names from "a" to "g" enter "a" in
the From name field, and enter "g" in the Thru name
field.

You may use the '*' character to search for strings
that "CONTAIN" the word you are looking for.  Some
examples follow:

The FROM string: "*TAX*"

will match:

   "sales tax"
   "Taxation and Revenue"
   "Tax"
   "TAX"
   "Licensed Taxidermist"

The FROM string:  "*bus*"

will match:

   "Business"
   "Sales and Business"
   "Busy body"
   "Catch the Bus"

If the "FROM" field is set using the "CONTAIN"
characters '"*"', the "THRU" field will be set to
the "FROM" field automatically.

Two asterisks '"*"' "MUST" surround the search word.

If the zip code field was selected, enter the first
few digits of the starting zip code.

@@c_ename
Enter the ending name in alphabetic order for this
field.

If the zip code field was selected, enter the first
few digits of the ending zip code.

@@c_scan_date
If you wish to filter your contacts by one of the
three user defined dates, birth date, update date
or entry date, make your selection here.

You will be prompted to enter a "FROM" and "THRU"
date.

Enter "N" for no selections and "ALL" contacts will
be printed. Contact Plus will print those contacts
whose dates fall within a certain range.

For example, if one of the date fields is specified
as a "NEXT CONTACT" date, we might wish to select
those individuals we need to contact tomorrow, or
next week or next month.

@@s_date
Enter the starting date for selection. Press the
"F10" key to bring up a popup calendar or enter a
date manually.

@@date_sys
Enter a new date for the system. Since Contact Plus
makes extensive use of the date and time, it is
important that the system date and time be correctly
set. Both the date and time are read from the DOS
when first starting up.

Use the "UP", "DOWN", "RIGHT" and "LEFT" arrow keys
to move from date to date. Press "ENTER" once you
have selected the desired date.

@@e_date
Enter the ending date for selection. Press the "F10"
key to bring up a "POPUP MENU" or enter a date using
date arithmetic or formatted date input.

The ending date must be on or after the starting
date.

@@pr_now
Enter "y" if you have finished choosing the sort and
selection criteria. The reports will now be sent to
the "screen", "printer", or "capturefile".

Enter "n" or "ESC" to go back to the previous menu.

Press "ENTER" or "y" to print.

@@c_default
Set this field if you want to speed up the process of
adding new entries to Contact Plus. When you type in
"a" at the "CONTACT" menu header page, the "CITY",
"STATE", "ZIP" and "COUNTRY" field will automatically
be set to the default.

@@sys_baud
Enter one of "300", "1200", or "2400" in the
baud of the modem.  A standard number will be
"1200".  This parameter should not matter in most
cases.

@@aaoff
Enter "Yes" if you wish a code to be sent to the
modem which will disable the AUTO-ANSWER feature.

You modem may have a switch setting that specifies
that it will answer the phone when it rings.  You
may turn this switch off (see your modem user's
guide) or send a code to disable AUTO-ANSWER.

@@sysbaud
Enter "300", "1200", or "2400" for the default
speed setting of your modem.

@@bioscom
If you are having dialing problems, try setting
this variable to "Yes".  Contact Plus will then
use an alternate method of dialing the phone.

This will only work if you are connected to
"COM1" or "COM2".

@@sys_tone
Enter "t" if your telephone is equipped with a tone
dial phone. Enter "p" if it is a pulse or rotary
phone.

@@c_form_name
Enter a name for the appropriate template file. The
names correspond to the "TEMPLATE FILES" in the
"CONTACT MAIL/MERGE MENU".

If a template name is entered and you choose to print
the form or send it to a capture file, then this name
will be automatically recorded on the "LETTER PAGE"
with the form name in the "MEMO" field.

@@c_userdef
Enter the label for the user defined field. You may
customize this field in any way that suits your
particular application.

The first two user defined fields are character
string fields that can be sorted and searched on from
the CONTACT MENU. The first eight user defined fields
can be sorted from the REPORT and MAIL/MERGE MENUS.

For example, we can choose "REGION" as one of the
fields. Then we can sort and select the contacts by
the REGION field. Another example would be "SSNO" for
social security number. The contacts can then be
sorted and selected by social security number from
any one of the "PAGES" under the "CONTACT MENU".

@@c_coname
Enter your name or company name here. Your company
name will appear at the top of the page in all
reports and screens.

This field is also handy if you have multiple
databases in use. Simply make the company name the
name of the database:  "VENDORS", "FRIENDS", etc.

@@c_tmp
Enter the path name of the directory where the form
files are stored. The form files are used with the
word processor as specified in the "WORD PROCESSOR"
field.

    "c:\contact\template\"

Contact Plus will attempt to create the directory for
you when you press the ESC key to finish editing the
screen.

The form files that you create in the FORM FILE PATH
should end with the extension - ".FRM".

The form file will look something like:

  +-------------------------------------+
  | *sa *fn *ln                         |
  | *a1                                 |
  | *ci, *st  *zi                       |
  |                                     |
  | Dear *fn,                           |
  |   blah blah                         |
  +-------------------------------------+

Pressing the "F6" key will do the following:

1) Contact Plus will read the form file and
   make the correct substitutions for the
   fields --

        "*sa" - salutation
        "*fn" - first name
        "*ln" - last name   etc.

   Refer to the documentation for a list
   of "ALL" fields available.

2) The substitutions will be placed in a file
   with the name "smithsam.001" where the first
   part of the file name is the last and first
   name of the individual (up to 8 characters)
   and the extension is a 3 digit number bumped
   up everytime a new letter is sent. The next file
   would be "SMITHSAM.002."

3) The word processing program as specified
   in the "WORD PROCESSOR" prompt will be started
   with the name of the file just created.

       "ms \contact\letters\smithsam.001"

The form files must be stored as "ASCII" files for
most word processors. WordPerfect is an exception; the
form files that you create with WordPerfect are
compatible with Contact Plus and need not be stored in
"TEXT" format.

@@c_path
Enter the full path name where the letters created
using the "F6" key will be stored.

For example, if you wish to store letters in the
subdirectory, "c:\contact\letters" enter the full path
name here. The letters directory can be created from
Contact Plus automatically.

The form file will be searched for in the path you
specify. If the form file doesn't exist in the path,
the current directory will be searched. The form file
must end with ".FRM".

The word processor as specified in the "WORD"
"PROCESSOR" prompt will be called with the path name
and created file.

For example, when the "F6" key is pressed:

  1) The form file "APOLOGY.FRM" is chosen.

  2) A new file - "SMITH.001" is created in the
     directory "\contact\letters" using the
     fields in "APOLOGY.FRM" as a template.

  3) The word processor is called:

         "ms c:\contact\letters\smith.001"

@@c_wp
Enter the full path name of the word processor, or
simply the name of the word processor if it is already
specified in the "PATH".

To enter the MicroStar word processor, enter "ms"
here.  To enter WordPerfect 5.1 try:

    "\WP51\WP"

Do not enter any file name arguments here. Contact
Plus will automatically call up the word processor
with the appropriate file name as the first
commandline argument.

The word processor will be called up when the "F6"
key is pressed.

You do not need to specify the ".EXE" or ".COM"
portion of the file name.

If you enter "*" in the first character position
of the prompt.  Contact Plus will NOT try to call
up the word processor.  It will simply create
the template file "DOEJOHN.001" and store a
history of the letter.  This can be useful
if you need to get a few letters out quick but
do not wish to print at this time.

@@c_udate
Enter a label for the date field. Typical choices
could be:

    first,last,next contact dates
    proposal date
    invoice date
    demo date
    birthdate

@@c_fix_cal
The following keys will scroll through the dates:

    "Up Arrow"    - Previous 6 months
    "Down Arrow"  - Next 6 months
    "Left Arrow"  - Previous month
    "Right Arrow" - Next month
    "Home key"    - This month

You are limited to scrolling through 20 years (10
years into the future and 10 years in the past). The
bell will beep when the limit is reached.

@@c_rdate
After pressing "F10" to summon the popup calendar,
use the "UP", "DOWN", "RIGHT" and "LEFT" arrow keys
to select a tickler date for this event. Once the
date has been selected, press the "ENTER" key.

Otherwise, enter a formatted date such as
"02 02 89" for February 2, 1989.

Or use the date-arithmetic feature of Contact Plus as
illustrated on the next page if you wish to quickly
enter a date in the future.

   SHORTCUT FORMAT EXAMPLES
   "."      - today
   "+1"     - tomorrow
   "-1"     - yesterday
   "+1w"    - one week from today
   "+1m"    - this day next month
   "1+1m"   - first day of next month
   "1+1m-1" - last day of this month
   "+thu"   - next Thursday from today

@@c_rtime
Enter the time when the tickler is due. If a time is
not available or important, you may leave this field
blank or zero. You may enter the time in any of the
following formats:

  ENTER        RESULTING TIME
  "2"            2:00 pm
  "515"          5:15 pm
  "8p"           8:00 pm
  "11"          11:00 am
  "1233"        12:33 pm

If you do not use the time field but instead wish to
prioritize your ticklers, you can do it using the time
field. Enter "1a" for top priority item. "2a" will be
your next highest priority items, all the way down to
"10a". The time field will be recorded as "1:00 am"
but you will interpret the time as a priority number
and the higher (earlier) priority items will be appear
at the top of the list.

@@c_option
Press "ENTER" or "U" to add or update ticklers on this
page. Enter "a" or "b" to update this page with follow
up schedule A or B from the "FOLLOW UP MENU".

If you enter a follow up schedule you will be prompted
to enter an "anchor" date. The "anchor" date is the
date that the follow up schedule is attached to. See
the "FOLLOW UP MENU" to enter a follow up schedule.

@@c_anchor
Enter an "anchor" date in which the follow-up dates
will be tied. For example, if the follow up schedule
specifies:

     postcard1 - +2w
     call2 - +4w

Then "postcard1" tickler would be set 2 weeks from the
anchor date and the "call2" tickler would be scheduled
for 4 weeks from the anchor date.

@@c_rmemo
Enter a short memo (10 characters). This memo will
appear in the 1 month calendar page.

To delete a tickler, press the "SPACE" bar followed
by the "ENTER" key in this field.

The "F10" key will activate the "POPUP MENU".

The DONE? field will automatically be updated for
phone calls from NOT DONE to DONE in the
following situation:

   1)  The first four letters of the TICKLER MEMO
       are set to "CALL".

   2)  The tickler is due for "TODAY".

   3)  A call using the F3/F4 keys is placed and
       successful.

For letters the DONE? field will be updated thus:

   1)  The first six letters of the TICKLER MEMO
       are set to "LETTER".

   2)  The tickler is due for "TODAY".

   3)  A letter using the F6 (WP) key or the
       F8 (LETTERS/MEETINGS) key is generated.

@@c_done
Enter an option:

    "NOT DONE" - tickler not completed

    "DONE"  - tickler has been completed

    "N/A"   - completion is not applicable

By separating your tickler dates this way you can list
out all outstanding items needed to be accomplished,
thus keeping you on track.

Those ticklers that are marked as "NOT DONE" can be
automatically rescheduled to a later date when Contact
Plus is finished.

Contact Plus will reschedule "ALL" ticklers in the past
that were marked as "NOT DONE" to a date that you
specify.

@@c_rnotes
Enter a short line giving more information than is
available in the ten character description. The ten
character description will appear in the 1 month
calendar.

The "F10" key will activate the "POPUP MENU" for this
field.

@@sys_ibm_comp
Enter "y" if you have an "IBM/EPSON" compatible
printer. If you do, when "F2" is pressed, Contact
Plus will save the screens using the line drawing
character set instead of dashes "-", plus symbols "+"
and pipe symbols "|".

Your saved screens may look more attractive using this
option. If the line drawing characters appear as a
string of "MMMMMMMMMMMM's", you will want to enter
"n" at this option.

To see if it works on your printer do the following:

   1) Set this option to "y"
   2) Discard previous saved screens
   3) Call up a calendar page
   4) Enter "F2" to save the screen
   5) Print the saved screen
   6) Check the printed output

@@c_cmd
Enter the name of the program you wish to run when one
of the "DOS" function keys is pressed.  The "DOS"
function keys are available by pressing the "ALT"
key in combination with one of the first 6 function
keys:

   "ALT-F1", "ALT-F2", "ALT-F3"
   "ALT-F4", "ALT-F5", "ALT-F6"

If the program is in your search path, it will be run
just as if you typed in the command at the "DOS"
prompt. You must first press "ESC" then save the
change before the new command will take effect.

If the program is "NOT" in your search path, enter the
full path name of the command here.

Leave the field blank to simply run "DOS". To blank
out the field, press the SPACE bar then the "ENTER"
key.

If you wish Contact Plus to "PAUSE" after the program
runs enter the "%" percent sign after the command:

    "CHKDSK %"

This will run the CHKDSK command and pause before
returning back to Contact Plus.

If you want to edit the command before launching,
place an "!" exclamation mark at the end of the
command.  Then when the "ALT-Fx" key is pressed, a
window will be displayed giving you the opportunity
to edit the command.

    "MS FILE.XXX !"

You can also use the "*fn", "*ln", etc. mail/merge
codes in the COMMAND:

    "MS *ln*fn.xxx"

If you are on the record "JOHN SMITH" and you press
the ALT-Fx button, the command:

    "MS SMITHJOHN.XXX"

will be launched.

@@scan_phon
Enter one of the following that are appearing
on the screen.

Those calls that fall within the date range specified
in the "FROM" and "THRU" fields that match the
criteria chosen will be printed.

For example: to search for all calls with busy signals
for today enter "b" at the prompt and enter "." in
both "FROM" and "THRU" fields.

To search for all contacts "NOT" phoned, enter "d" and
fill in the appropriate "FROM" and "THRU" date
fields.

Enter "ESC" to print the report.

@@scan_tick
Use the "UP" and "DOWN" arrow keys to select those
ticklers that are marked as follows:

    Ticklers marked "DONE"
    Ticklers marked "NOT DONE"
    Ticklers marked "N/A"
    "ALL" ticklers
    Don't select by tickler date

Those tickler dates as displayed in the "TICKLER"
"PAGE" will be printed according to the selection you
made.

This report is handy to ask questions like:

    "What do I need to get done this month?"
    "What was accomplished last month?"

@@scan_note
Enter "y" to select contacts with a note falling
within the dates you specify.

@@scan_lett
Select letters that were sent or received in a range
of dates. If you wish to see a list of all contacts
with letters falling within a range of dates select
"ALL" letters.

You will be prompted to enter a "FROM" and "THRU"
date. All contacts with letters falling within the
"FROM" and "THRU" dates will be printed.

@@elapse
Record a short note to be stored in the "PHONE LOG"
"PAGE". Once finished with the message press the
"ENTER" key.  To abort the call press the "ESC" key.

The elapsed time clock will be continually updated
while you enter keystrokes.

If you call up the "HELP" screen or press the "NOTES"
key or escape to "DOS", you will then need to press
the space bar to update the elapsed timer.

@@anykey
First pick up the phone receiver then press any key
(the space bar is easiest) to disconnect the modem
from the phone line.

If the party answers or if you get a busy signal or
no answer, the next prompt will give you the choice
of entering the outcome of the call.

@@bnlo
Enter:

  "S" - you were successful in reaching your party
  "L" - left a message
  "B" - a busy signal
  "N" - no answer
  "ESC" - to abort the call

If you left a message or were successful in reaching
your party, a "POPUP PHONE WINDOW" will appear. The
window will log the start and elapsed time spent on
the call.

@@form_pause
The pause character - "*pa" has been encountered
within the document. Contact Plus has paused to allow
you to change the form.

Change the form then press any key to continue.

@@sr_str
Enter the string (words) to search. Contact Plus will
search the corresponding notes, memo, tickler and
phone fields for any field that matches the
search string specified.

For example:  "RO" will match

   "ROOT", "ROUTE" as well as "ROAD"

If the string matches any one of the fields in any of
the contact records as specified, the contact and
the line that matched will be printed.

A non-blank search string must be specified and at
least one of the search fields must be "yes".

@@sr_memo
  "y" - search the "MEMO" field on
        the "HEADER PAGE"

  "n" - do not search the "MEMO" field

@@sr_tick
  "y" - search all tickler notes in
        the "TICKLER PAGE"

  "n" - do not search the "TICKLER PAGE"

@@sr_phone
  "y" - search all messages in the "PHONE"
        "LOG PAGE"

  "n" - do not search all messages in the
        "PHONE LOG PAGE"

@@lhist
  "y" - as each record is printed to the
        capture file or the printer a log
        will be stored in the top entry
        of the "LETTERS PAGE"

  "n" - log will not be recorded

@@popup
Each prompt ending with "..." means that the "F10"
key is available for use in that field.

Enter "ESC" to discard the popup.

Enter an option letter or use the "UP" and "DOWN"
arrow keys to position to the option desired then
press "ENTER" to select that option.

Press the "LEFT" or "RIGHT" arrow key to ignore the
popup and move on to the next field on the page.

To modify an option on the "POPUP MENU", position the
highlight bar over the field to modify then press the
"F10" key. Make your change then press "ENTER" for
the change to take effect. The changes to the popups
will automatically be saved in the parameter file
"contact.hdr" when you exit Contact Plus.

@@folt
Enter a 10 character tickler field that will appear
in the "TICKLER PAGE" for the selected contact.

The followup tickler is useful for automatically
sending followup letters or making followup calls on a
schedule.

Examples:
   callback   1stletter    birthday
   meeting    2ndletter
   thanks1

@@fold
Enter a date offset at the prompt. For example, if the
first followup activity is a brochure to be sent 4
weeks after the initial contact this would be
specified using date arithmetic as "+4w".

A series of scheduled followup dates can be specified
as follows:

  "brochure   +2w"  - send brochure in 2 weeks
  "call1      +6w"  - followup with call 6 weeks
  "letterf    +10w" - send a letter in 10 weeks
  "giveup     +16w" - final letter at 16 weeks

@@editnote
Press one of the following keys:

   "a"           - add a new note
   "d"           - delete a note
   "t"           - change the time/date
   "ENTER"       - update a note
   "UP ARROW"    - previous note
   "DOWN ARROW"  - next note

Each note is time stamped and belongs to the contact
currently displayed. Once the contact is deleted, all
associated notes will be deleted also.

While editing each note the following keys can be
used:

  "ARROW KEYS": position cursor
  "CTRL-END":   delete to end of line
  "ESC,TAB":    quit edit
  "BACKSPACE":  delete previous char
  "DELETE":     delete current char
  "INSERT":     toggle insert/overwrite modes

If the line is full, text will wrap around until the
notes window is full.

@@backup
Enter "Y" and the batch file "CBACKUP.BAT" will be
run. First "CBACKUP" squeezes the database into one
compressed file ending with ".ZIP". Then the file is
copied to drive A.

You will be prompted to enter a blank formatted disk
in drive A. The "CBACKUP" batch file will then copy
the current archived database (CONTACT.ZIP) to the
floppy disk.

If "CBACKUP.BAT" is not accessible in the current
directory, the archive database will not be backed
up.

You may modify "CBACKUP.BAT" using the MicroStar word
processor to backup to different drives or to use a
program other than "DOS COPY".

@@move_tick
Enter "y" and Contact Plus will search "ALL" ticklers
in the database that are marked as "NOT DONE".

These ticklers will then be moved to a new date that
you may specify. Only those ticklers "NOT DONE"
scheduled "TODAY" and before will be rescheduled.

@@day_tick
Use the "UP", "DOWN", "LEFT" and "RIGHT" arrow keys
to select a date. Those ticklers that are marked
"NOT DONE" today will be moved to the date you
select.

@@sv
Enter "Y" to save this note. Otherwise, press "ESC"
or "N" to discard.

@@hname
Enter the name of the holiday or special date here.

To delete a holiday:

 1) Place the highlight bar over the
    holiday name.

 2) Press "CTRL-Y" or "CTRL-X" to delete the line.

 3) Press the "SPACE" bar then the "ENTER" key.

@@hdate
Use the arrow keys to enter the starting and ending
date of the holiday or special date.

Press "ENTER" when the date is selected.

@@lmemo
Enter new correspondence and meetings from this
window. A record of each letter and meeting will
appear in both the history popup and the letter
page. Press "ESC" if you do not wish to enter a
letter or meeting into the system.

Enter a short memo describing this letter or
meeting.  Example:

    Thankyou note
    Apology note
    Followup form

@@sent_recv
Press "S" to log a letter that was sent. Press "R" to
log a letter that was received.  Press "M" to record
a meeting with the contact.

Press "ESC" to quit.

@@lwhen
Enter the date that this letter was sent or received
or when the meeting took place.

Enter your letters and meetings in chronological order
so that the latest letter will appear at the top
of the "LETTERS PAGE" or "MEETINGS PAGE".

@@pop_set
A "POPUP MENU" displaying a list of choices will
appear on certain fields on the "HEADER PAGE", and
"TICKLER PAGE". If you wish the popup menu of choices
to be displayed automatically, enter "y" at the
prompt on this page.

Enter "n" and the "POPUP MENU" will not automatically
appear. However, while you are editing the field you
may press "F10" which will summon the "POPUP MENU".

@@history
This screen is a display of all letters, meetings
and phone calls made to this client. Use the "PGUP"
and "PGDN" keys to move from page to page.

Use the "UP" and "DOWN" arrow keys to move from entry
to entry. Press the "ENTER" key to change the "MEMO"
field for an entry and press "D" to delete an entry.

The bell will ring if there aren't any calls or
letters for this client.

If the number of calls/letters do not match the
actual number displayed you should run the "LFIX.EXE"
program which will repair the count.

To "EDIT" a letter that was previously generated
using the "F6" key place the highlight bar over the
letter to edit then press "W" to call up the
word processor.  If the file exists in
the "LETTERS PATH", the word processor will
launch with the name of the letter.

To "DELETE" a letter/phone call or meeting, place
the highlight bar over the item to delete then
press the "D" key.  If you are deleting a letter
and the letter exists, you will be further
asked if you wish Contact Plus to delete the
actual file.

To change the "DATE/TIME" press the "T" key.
You will be able to change the date and time
of the phone call and the date of the letter
of meeting.

@@histdel
Enter "Y" to delete or change the phone call or
letter. The phone call or letter will be permanently
deleted/changed.

Enter "N" if you do not wish to make the deletion
or change.

@@nmemo
Enter a new memo for the phone call or letter just
selected. Press "ENTER" when finished entering the
new memo and you will be prompted to save the change.

@@labels
Select one of the following label formats:

 Pinfeed -  3 1/2 x 15/16  (one up)
 Pinfeed -  3 1/2 x 1 7/16 (one up)
 Pinfeed -  3 1/2 x 15/16  (two up)
 Pinfeed -      4 x 1 7/16 (two up)
 Pinfeed -  3 1/2 x 15/16  (three up)
 Pinfeed -      4 x 1 7/16 (three up)
 HP Laser -     1 x 2 5/8  (Avery 5160/5260)
 HP Laser -     1 x 4      (Avery 5161/5261)
 HP Laser - 1 1/3 x 4      (Avery 5162/5262)

The first five labels are designed for pinfeed
printers. The last 3 labels can be printed on an
"HP LaserJet printer". The labels can be purchased
from your paper supplier in the model number
specified.

"LASER LABEL CONSIDERATIONS"

  If you are printing labels within the United
  States, it is suggested that you use
  the "1 x 4" labels. They have room
  for "5 lines by 40" characters on each line.

  The "1 x 2 5/8" labels tend to truncate the
  longer addresses since only 25 characters
  can fit on a line.

  If you are printing to foreign addresses use
  the larger "1 1/3 x 4" laser labels.  Up
  to "7" address lines with "40" characters on
  each line are possible.

Only the larger labels that are 1 7/16 and the
Avery 5162/5262 will be printed in a format
with 7 lines on the address:

        Salutation First name Last name
        Title
        Company
        Address 1
        Address 2
        City, State  Zip
        Country

The smaller labels will only be printed in the
following format:

        Salutation First name Last name
        Company
        Address 1
        Address 2
        City, State  Zip

@@tick_name
Enter the name or partial name of the tickler which
you wish to select for this mail/merge.

All contacts with ticklers "NOT DONE" matching this
name along with the dates that are selected will be
printed.

If you send the output to the printer or a
capturefile you will be asked if you wish the
matching ticklers to be marked as "DONE".

You can type in the exact name of the tickler to
match or you can enter the first few characters that
match.

The following table shows how partial names will
match:

 YOU SELECT      WILL MATCH
 letter          letter1, letter2, ...
 lett            letter1, lettxx, ...
 l               letter, lunch, letter1, ...

@@tname
Enter the name or partial name of the tickler which
you wish to select for the TODAY'S TICKLER report.

All today's ticklers "NOT DONE" matching this
name along with the dates that are selected will be
printed.

You can type in the exact name of the tickler to
match or you can enter the first few characters that
match.

The following table shows how partial names will
match:

 YOU SELECT      WILL MATCH
 letter          letter1, letter2, ...
 lett            letter1, lettxx, ...
 l               letter, lunch, letter1, ...

@@tickle_done
Enter "y" if you wish each tickler to be marked
"DONE" as they are being printed.  Otherwise enter
"n".

This question is only asked when you are sending the
mail/merge output to a capturefile or the printer.

@@viewlist
Use the "UP/DOWN" arrow keys to move from contact to
contact. The "PGUP/PGDN" keys will move from screen
to screen. Use the "ENTER" key to select a particular
contact.

Use the "LEFT" and "RIGHT" arrow keys to change the
"view". You will see different fields appear at the
right column of the screen as you press the left and
right arrow keys.

To change the current index, press the "I" key.
You may change the index to the LAST NAME, COMPANY
NAME, ZIP CODE, TICKLER DATE or one of the two
user defined index fields.  The contacts will be
sorted by the index you select.

To search for a particular contact, press the "S" key
and you will be prompted to enter the first few
letters of the current index. If the current index is
set to "TICKLER DATE", you can enter '"."' to select
those contacts with the next tickler date of today.

To filter those contacts within a certain category
press the "C" key.  You will be asked to enter a
category (boolean expressions are valid).  Those
contacts matching the category will be marked with
an ARROW.

Press "M" to mark and unmark contacts.  Marked
contacts can later be printed in the reports and
mail/merge menus.  Press "U" to unmark all marked
contacts.  A count of the total number of marked
contacts appears in the lower right corner of the
screen.

Press the "SPACE BAR" to quickly move from one
marked or tagged contact to another.  The highlight
bar will be moved directly to the next contact
with a CHECK mark or ARROW mark.  If the highlight
bar is at the end of the list of names, it will wrap
around to the start.

Press the "D" key to mark the PENDING tickler as
"DONE".  You will be prompted for confirmation
before the tickler is marked as "DONE".

All of the standard function keys are available while
the highlight bar is on a contact. You may dial the
contact by pressing "F3" or "F4". Notes can be
retrieved by pressing "F7". Send a letter using "F6".
Look at history by pressing "ALT F10".

Press "ESC" to exit this screen. The view screen is
only available when the "CONTACT HEADER SCREEN" is
displayed. If you are updating the contact or have
any popup on the header screen, the "VIEW" screen
will not appear.

@@t_sch
A followup schedule can be automatically set for
each contact that is selected and printed.   This
is handy if you wish to send a followup letter
to each of your contacts that have received this
letter.

If you answer "A" or "B" you will be prompted to
enter an "ANCHOR" date.  It is from the anchor date
that the followup schedule will be based.

If you don't want the selected contacts to be placed
on a followup schedule, simply press the ENTER key.

@@search
Enter the first few characters of the contact's name,
company name, user defined field 1 or 2 or zip code.
The actual choice will depend on the index currently
set.

If the index is set to "TICKLER DATE", enter a date
at the prompt in the form "DD MMM YY". Enter '"."'
for today as a shortcut.

@@markdone
Contact Plus has found a likely tickler for today that
hasn't been "DONE" yet. Perhaps this was a callback
tickler that has now been completed.

Enter "y" to mark the tickler associated with this
contact as "DONE".  Otherwise press "ESC" or enter
"n".

@@n_newdate
Enter a new date using the cursor keys.  Press
ENTER when you have selected a new date.  The
new date will become effective immediately.

@@n_newtime
Enter a new time.  Examples of entering a time
are as follows:

    "11"   -  11 am
    "1"    -   1 pm
    "8p"   -   8 pm
    "5a"   -   5 am
    "5"    -   5 pm
    "1123" -   11:23 am

@@