Shareware Overload/ShartewareOverload.cdr/finance/contact.zip/C.HLP

Text File | 1990-06-26 | 65KB | 2,206 lines

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"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 phone calls,
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 form letters.
It also includes an autodialer, 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 3K of disk space. Thus, roughly 200
contacts may be stored on a single 720K floppy
diskette.

Contact Plus locates your important contacts quickly
either by last name, company name 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 new note while in the CONTACT MENU, press
the "F7" key. A new date/time stamped note will be added
to the contact.

Each contact can be tagged with up 15 of 24 user
selectable categories. Categories are useful to
classify your contacts.

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

Six 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.

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
"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" at DOS, all calls
(both incoming and outgoing) will be stored in the
file "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 "F5" Key (DOS) 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 from the "F5 key" by setting the COMMAND
parameter in the SYSTEM PARAMETER MENU. Details are
presented in the documentation. The F5 key 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 "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.

Use the "MOUSE" (if you have one) as the arrow keys.
The "LEFT MOUSE" button acts as the "ENTER" key and the
"RIGHT MOUSE" button acts as the "ESC" key.

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Enter 'y' to save the changed information on this
page. Enter 'n' to discard the changes.

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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 main data file
"contact.dt" is displayed.

The old database will be closed properly and the new
database will become active.

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

Example:

  To create a customer database, call it "CUST".

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

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

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Enter:

   "L" - last name
   "C" - company name
    1 - user defined field 1
    2 - user defined field 2

The index will be changed so that you will be able to
recall the contacts by last name, company name 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.

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Enter "y" if you wish to add this contact permanently
to the database. Otherwise enter "n" - the contact
will not be added to the database.

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Enter "y" if you wish to save the changes made to this
contact permanently. Otherwise enter "n" - the changes
will be abandoned.

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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.

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

There is no way to undelete a contact.

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Enter the salutation.

Examples :

     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 "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".

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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.

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

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Enter a character string designated by the prompt.
This is one of six fields that are user defined fields
in Contact Plus. The first two user definable fields
can be sorted. The remaining four user fields can only
be selected in the SELECTION MENU.

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

The mail/merge codes for the user defined index fields
are:
    user field 1 - "*u1"
    user field 2 - "*u2"
    user field 3 - "*u3"
    user field 4 - "*u4"
    user field 5 - "*u5"
    user field 6 - "*u6"

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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"

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

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

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.

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

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PHONE CALLS
 "Bz" - phone was Busy       "No" - No Answer
 "In" - Incoming phone call  "Ok" - Ok phone call
 "LM" - Left Message

LETTERS
 "Rv" - received letter       "Sn" - sent letter

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

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.

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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.

 PHONE CALLS
   Left Message  - GREEN BLINKING HIGHLIGHT
   Incoming call - PURPLE BLINKING HIGHLIGHT
   Ok            - RED BLINKING HIGHLIGHT
   No Answer     - BLUE HIGHLIGHT
   Busy          - RED HIGHLIGHT

 LETTERS
   Sent/Received - PURPLE

 TICKLERS
   N/A           - LT BLUE BLINKING
   DONE          - GREEN BLINKING
   NOT DONE      - RED BLINKING

Press the down/up 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.

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15 different tickler dates are kept track of 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 accomplished, not done or doesn't apply to
the tickler.

Don't worry about the order you insert the ticklers
since 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.

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This page is a log of the last "30" phone calls made to
this contact. By pressing "ENTER", you can scroll
through each phone call. Only "15" phone calls can be
viewed at any one time. Press "ENTER" twice to change
the MEMO and STATUS fields of the entry at the top of
the screen. Use the UP, DOWN, PAGE UP, and PAGE DOWN
to scroll through the phone calls.

The oldest (30th) call will be discarded when a new
phone log is added.

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 - 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 "F9 key".
The call will then be logged.

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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 PARAMETER 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".

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Enter a short comment next to the most recent call.
Press the SPACE bar then the "ENTER" key to delete the
comments.

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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".

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Enter the contact's first name here.

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

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Enter a title for the contact.

    Examples:
        Vice President
        Owner/operator

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

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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.

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Enter the contact city. If you are entering the same
city repeatedly for new entries, enter the city name
in the DEFAULT CITY field under the SYSTEM PARAMETER
MENU.

Press "ESC" to exit.

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

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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 PARAMETER MENU.

Enter "ESC" to exit.

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

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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 PARAMETER MENU.

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

Enter "ESC" to exit.

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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
PARAMETER MENU.

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

Enter "ESC" to exit.

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Enter the contact's phone number in the following
format:

    [phone]

Enter the area code in parenthesis so that when
dialing, Contact Plus can determine if the phone
number is local or long distance based on the "LOCAL
AREA CODE" as set in the PHONE PARAMETER MENU.

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.

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

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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...".

Enter "ESC" to exit.

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

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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 24 different codes or
categories. Each category is accessed from the MAIN
MENU under the EDIT CATEGORIES MENU.

Enter "ESC" to exit.

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This page is a graphic view of the status of the last
30 phone calls made over the last 13 months. This page
is useful to get a visual picture of the number of
times the contact has been phoned over the last year.

  NO/BZ    - no answer & busy signals
  OK/IN/LM - ok, incoming and left message

The NO/BZ numbers are displayed graphically to the
left of the OK/IN/LM numbers.

This page is for display only. Pressing the "ENTER" key
will not have an effect.

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This page displays the previous 15 phone calls,
letters, and ticklers in chronological order. The most
recent date is at the top of the page.

Busy or No answer phone calls are not listed.

This is a display page only. The "ENTER" key will not
change the fields.

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This page records the last 15 letters/memos sent to or
received from this contact. Fill in the DATE, STATUS
and MEMO fields. The STATUS field can be "received" or
"sent".

To add a new letter:

    1) Press the "ENTER" key.

    2) Press "A" to add a new letter
       (the oldest will be discarded)

    3) Enter the date and the memo.

To edit an existing letter:

    1)  Press the "ENTER" key twice

    2)  Position the cursor over the
        field to edit.

To delete the top letter:

    1)  Press the "ENTER" key

    2)  Enter "D" to delete

To clear ALL letters on the page:

    1)  Press the "ENTER" key

    2)  Enter "c" at the prompt

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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 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
  "F5"         - run a DOS command
  "F6"         - run your word processor
  "F7"         - enter a note
  "F9"         - log an incoming call
  "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 and both user defined
index fields) operate similarly.

"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?
    Did you get through?
    Was there no answer?

If "L" or "O" 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 PARAMETER 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 enclosed files ending with ".frm".
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.

"UPDATING A CONTACT:"

After pressing the "ENTER" key to update the fields of
the contact, use the 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.

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"CONTACT MENU"

Add, delete, update and search for contacts from
this menu. Send letters at the press of
a key using the MicroStar word processor.

Dial the phone or take incoming calls. View the
calendars and setup appointments. Record notes and
keep track of letters.

Press the "ESC" or "TAB" key to exit.

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"CONTACT REPORTS"

Print listings of contacts from this menu. Sort and
search the database from this menu.

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"MAIL/MERGE"

Print custom form letters, Rolodex(R) cards, mailing
labels from this menu. Also use this menu to generate
ASCII export files for use with other programs.

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"EDIT CATEGORIES"

You can edit all categories from this menu.

Choose from 24 different categories. Each category can
be used to categorize the contact. Contacts may be in
multiple categories.

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"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.

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Enter a code letter or a boolean 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 categories A and Code B,
type "a and b".

To select only those in category A enter "A".

To select those contacts in category A or B enter "A
or B".

You can also select contacts NOT in a category. To
select all clients NOT in the western Region enter
"not A" at the prompt.

Enter ".", to select ALL contacts in ALL categories.

Boolean expressions are discussed more in the manual.

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

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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.

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

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

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Each contact is printed along with the following data:

    o  Date and time of phone call
    o  BUSY, OK, NOANS, LEFTMSG or INCALL
    o  A phone message as recorded on the
       PHONE LOG PAGE.

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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.

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"USER REPORT"

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

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"CONTACT PROFILE"

Lists out the contents of the HEADER PAGE, TICKLER
PAGE, PHONE PAGE and LETTER PAGE and notes in a
convenient full page format per contact.

This report can be kept in a loose leaf binder.

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"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.

Any match will be printed.

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"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.

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"PHONE LISTING"

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

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"ZIP/CITY/STATE REPORT"

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

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"CATEGORY REPORT"

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

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"WORKSHEET"

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

@@
"MEMO REPORT"

Lists each contact and the respective MEMO field.

@@
DATE REPORT

Prints out each of the 3 user defined date fields.

@@
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.

Place the highlight bar over one of the template files
and press F6 to edit that template.

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

If you are using MicroStar, the file is automatically
saved as an ASCII text file.

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    contact.lbl

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  business.lbl

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

Field definitions are as follows:

   *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
   *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
   *co - company name
   *me - memo field
   *u1 - user defined index field 1
   *u2 - user defined index field 2
   *u3 - user defined field 3 (25 characters)
   *u4 - user defined field 4  "    "
   *u5 - user defined field 5  "    "
   *u6 - user defined field 6  "    "
   *w1 - user defined date field 1
   *w2 - user defined date field 2
   *w3 - user defined date field 3
       (date format 04 Apr 89)

   *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

@@
Press "Y" to finish this session with Contact Plus.
All 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.

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

@@
Access different parameter menus under this menu.
Backup and open new databases from this menu.

@@
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 specified.

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

Use your printer manual to change these settings.

@@
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.

@@
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.

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

@@
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.

@@
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.

@@
Allows the deletion of old databases in the current
directory. The database to be deleted cannot be the
current open database.

@@
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.

@@
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, REGIONA, WESTERN

@@
Enter a label for the category listed. Your contacts
may be separated according to each code in the REPORTS
MENU.

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

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

This option only works for computers with EGA/VGA
monitors.

@@
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 "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 large numbers (1 .. 99).

@@
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".

@@
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.


@@
Enter "n" if you don't have a modem attached to your
serial port. Enter 1, or 2 if your modem is attached
to COM1 or COM2.

Contact Plus currently works with Hayes compatible
modems only.

@@
Enter "m" if you have a monochrome screen and the
screen isn't very clear.

Enter "c" if you have a color screen.

@@
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.

@@
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.

@@
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.

@@
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 1  newline  character
       2  carriage return  character
       3  newline then carriage-return character
       4  carriage-return then newline character

1) Output is double spaced -  try  setting  option  to
"cr".

2) 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".

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

Try changing option to "nl/cr" or "cr/nl".

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

@@
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.

@@
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:

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

Enter "N" and you must press "F10" to bring up the
popup menus.

@@
Type "Y" and the changes made to the parameter page
will be saved.

Type "N" and the changes will be discarded and the old
values will be retained.

@@
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.

@@
Contact Plus cannot make contact with your printer.

Contact Plus is set up to talk to LPT1 2 or 3. Check
and make sure that the printer is online and has
paper.

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

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

@@
Enter "y" to delete the screens previously saved in
the file "screen.sav". Otherwise, enter "n".

@@
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'

@@
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.

@@
Enter "1" - for LPT1:, "2" for LPT2: or "3" for LPT3
as a printer port.

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 from DOS upon exiting Contact Plus.

@@
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.

@@
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.

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

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

Press any key to continue.

@@
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.

@@
Use the arrow keys to select the SOURCE database.
Press "ENTER" when the highlight bar is over the
database of your choice.

The data records will be copied from this database.

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

@@
Use the arrow keys to select the TARGET database.
Press "ENTER" when the highlight bar is over your
choice.

Data records from the SOURCE database will be copied
to this database. Once the copy is started you may
press "ESC" which will stop the copy operation.

@@
Enter "l" for last name, "c" for company name, "z" for
the zip code, "1" for user defined index 1 and "2" for
user defined index number 2.

The records will be sorted in alphabetic order
according to the sort selection.

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

@@
   "l"       Last name
   "z"       Zip code
   "i"       City
   "s"       State
   "c"       Company name
   "1" - "6" user defined fields
   "n"       do not select a field

The  "From  name"  and  "Thru" fields will specify the
range of selection.

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.

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.

@@
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.

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

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

@@
Enter "1", "2", or "3" for the user defined dates
respectively. 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 Friday or next month.

@@
Enter the starting date for selection. Press "ENTER"
after selecting the starting date using the UP, DOWN,
LEFT and RIGHT arrow keys.

@@
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.

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

Both the date and time are read from the computer when
first starting up.

The quotes in the examples that follow are not to be
entered into Contact Plus, they are there to highlight
the proper response when entering dates into Contact
Plus manually.

Examples:

   To select a date of Nov 23, 1989
   Simply enter: "23Nov89", or "112389".
   If the current year is 1989, simply enter
   the month and day.  If the current month
   is November as well, only enter "23".

Shortcut examples (using date arithmetic):

   Today: "."
   To change the date to tomorrow: "+1"
   Last week: "-1w"
   1st of this month: "1"
   Last day of last month: "1-1"
   Next Friday: "+fri"
   2 weeks from next Tuesday: "+tue+2w"

@@
Enter the ending date for selection. Press the "ENTER"
key after choosing the selected date using the arrow
keys.

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

Enter "No" or "ESC" to go back to the previous menu.

Press "ENTER" or "Yes" to print.

@@
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.

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

@@
    "ENTER" - change top entry
    "A"   - add a new letter
    "D"   - delete top entry
    "C"   - clear out all entries

The bottom letter will be discarded as new entries are
added.

@@
Enter the date of the letter using the arrow keys.
Press "ENTER" to select a date.

@@
Enter:
   "S" - SENT letters
   "R" - RECEIVED letters

@@
Enter a short note describing this letter.

Examples:
    Thank you note
    Notice of deposition
    Bill payment

When the F6 key is used, this field will contain the
name of the template file - CONTACT.FRM.

@@
Enter the name of the file where this letter is
stored. This field is set automatically when the F6
key is pressed.

@@
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.

@@
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. User
defined fields 3 through 6 cannot be sorted.

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.

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

@@
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\

Each form file in the form directory 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.

@@
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:\corresp\contact\letters" enter the full path name
here.

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 "\corresp\contact\letters"using the
    fields in APOLOGY.FRM as a template.

 3) The word processor is called:

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

@@
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.

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.

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

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

@@
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.

@@
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.

Press the "ESC" key to enter a formatted date such as
"02 02 89" for February 2, 1989.

@@
Press "ENTER" to update ticklers on this page or enter
"A" or "B" to update this page with follow up schedule
A or B from the FOLLOW UP MENU.

@@
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.

@@
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.

@@
Enter:
    "Y" - tickler is done!

    "N" - tickler is not done yet

    "A" - 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.

@@
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.

@@
Enter one of the following options:

    "N" - no answer
    "B" - busy
    "I" - incoming call
    "L" - message left
    "O" - call successful "ok"

The "N", "B" and "L" keys will clear the elapsed time
field.

@@
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

@@
Enter the local area code. This area code will be
compared with the area code being dialed using the F3
or F4 key.

If the area code matches, then the call is treated as
a local call and the area code will NOT be dialed. If
the area code doesn't match, then the call is a long
distance call and the long distance prefix will be
dialed in addition to the full number including the
area code.

@@
Enter the long distance dialing prefix. If a pause
needs to be inserted to the dialing sequence, insert
commas ",". Each comma inserted adds a two second
delay.

To delete the prefix, press the SPACE BAR then the
"ENTER" key.

@@
Enter the local call dialing prefix (if any). Typical
local call prefixes would need to dial a 9 then a
pause to get out of the building or office.

Enter comma's to delay the modem. Each comma adds 2
seconds to the delay.
#p
Example:

    "9,,,"

Dial "9" then pause for "6 seconds".

To delete the prefix, press the SPACE BAR
then the "ENTER" key.

@@
Enter "Y" to clear out each entry on this page.

Press "ESC" or "n" to abort the clear.

@@
Enter the name of the program you wish to run when the
F5 key (DOS) is pressed. 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.

When the program finishes, you must press a key to
return to Contact Plus.

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Enter one of the following letters:

   "O" - call was made ok
   "N" - no answer
   "B" - busy signal
   "L" - left a message
   "D" - didn't call at all
   "I" - incoming calls
   "S" - no selection made

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.

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Enter one of the following:

    "D" - ticklers marked DONE
    "N" - ticklers marked NOT DONE
    "O" - ticklers marked N/A
    "A" - ALL ticklers
    "S" - 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?"

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

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Enter:
    "S" - letters SENT
    "R" - letters RECEIVED
    "A" - ALL letters sent or received
    "N" - do NOT select letters

Those contacts with letters sent and/or received
within the dates specified will be printed.

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Record a short note to be stored in the PHONE LOG
PAGE. Once finished with the message press the "ESC" or
"ENTER" 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 another
key within the window to update the elapsed timer.

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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.

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Enter:

  "B" - a busy signal
  "N" - no answer
  "O" - the party answered
  "L" - you left a message
  "ESC" - to abort the call

Any option other than the "ESC" key will add a new entry
to the PHONE LOG PAGE.

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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.

@@
Enter the string (words) to search. Contact Plus will
search the corresponding notes, memo, tickler and
phone fields for any field that closely matches the
search string specified. Exact matches are not
necessary.

The string is referred to as a soundex string since
matches will usually be found even if the search
string is misspelled.

For example:  ROAD 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 in the prompts below,
the contact and the line that matched will be printed
out.

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

@@
  "Y" - search the MEMO field on
      the HEADER PAGE

  "N" - do not search the MEMO field

@@
  "Y" - search all tickler notes in
      the TICKLER PAGE

  "N" - do not search the TICKLER PAGE

@@
  "Y" - search all messages in the PHONE
      LOG PAGE

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

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  "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

@@
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.

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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

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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

@@
Press one of the following keys:

   "a"     - add a new note
   "d"     - delete a note
   "ENTER" - update a note
   "UP"    - previous note
   "DOWN"  - 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

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

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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.ARC) 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" command.

@@
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.

@@
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.

@@
Enter "Yes" to save this note. Otherwise, press "ESC"
or "No" to discard.

@@
Enter the name of the holiday or special date here. To
delete a holiday, place the highlight bar over the
holiday name then press "SPACE" followed by the
"ENTER" key.

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

Press "ENTER" when the date is selected.

@@