Shareware Overload/ShartewareOverload.cdr/finance/ctrl-41a.zip/SALE-A41.EXE/PROSPECT/CUSTOM1.DOC

Text File | 1991-07-29 | 13KB | 325 lines

                           Menu for Custom Features

                               ==============
                               |  OPTION 1: |
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Optioεá ▒á wil∞á changσ thσ descriptioε oµ thσ categor∙ oµá prospect≤á tha⌠ ì
appea≥ oε thσ bottoφ oµ thσ variou≤ screens«  I⌠ currentl∙ default≤ to:

              "Category Selected "

Yo⌡ caε changσ  thi≤ t∩ an∙  phrasσ yo⌡ wisΦ tha⌠ morσ closel∙ describe≤ you≥ ì
business¼ sucΦ a≤ :

                       "Classes of Real Estate Buyers"
                                      or
                 "Earning level of Life Insurance Prospects"



Also, option 1 will change the default name for:
Default name for expenses/revenue title (plural), 15 characters

Thi≤á i≤á thσá worΣá tha⌠ appear≤ iε thσ screen≤á fo≥á thσá Prospec⌠á file¼ ì
Activit∙ file¼ anΣ optioε 4¼ Revenue/Expensσ (optioε 4¼ Maiε Prograφ Menu).

Optioεá ▒á wil∞ allo≈ yo⌡ t∩ changσ thσ uni⌠ oµ measurσá fo≥á thσá Economiπ ì
Valuσ oµ thσ Portfolio«  Yo⌡ havσ you≥ choicσ oµ thesσ threσ options:

                                1)  Dollars
                                2)  Pounds
                            3)  Define your own

Optioεá ▒á als∩ give≤ yo⌡ thσ flexibilit∙ t∩ togglσ oε o≥ ofµ thσ 'po≡á upº ì
datßá entr∙á screeεá tha⌠ appear≤ abovσ thσ Economiπ Valuσá whilσá yo⌡á arσ ì
modifyinτ thi≤ valuσ iε thσ Prospec⌠ file«



                               ==============
                               |  OPTION 2: |
                               ==============

Optioε ▓ allow≤ yo⌡ t∩ changσ thσ defaul⌠ state¼ city¼ areß code¼ 'ReferreΣ ì
by'¼ o≥ zi≡ codσ tha⌠ appear≤ wheε yo⌡ adΣ an∙ recorΣ t∩ thσ Prospec⌠ file.


                               ==============
                               ⁿ  OPTIO╬ 3║ |
                               ==============

Optioεá │ wil∞ changσ thσ headinτ oε al∞ screen≤ anΣá reports«á  I⌠á currentl∙ì
defaults to :
è                   "PROSPECT AND ACTIVITY TRACKING SYSTEM"

Yo⌡ coulΣ changσ i⌠ t∩ anythinτ tha⌠ describe≤ you≥ busines≤ o≥ industry¼ sucΦ ì
as:

                  "LIFE INSURANCE PROSPECT TRACKING SYSTEM"
                                      or
                  "DADE COUNTY REAL ESTATE TRACKING SYSTEM"



                               ==============
                               |  OPTION 4: |
                               ==============

        Optioε ┤ is║  Togglσ initia∞ graphic≤ imagσ fo≥ Appointments.
                               Default=[now on]

Wheε you≥ prograφ firs⌠ begins¼á i⌠ perform≤ tw∩ processes║á 1⌐ Display≤ t∩ ì
yo⌡ ho≈ man∙ appointment≤ yo⌡ havσ fo≥ tha⌠ day¼ iµ any╗ anΣ 2⌐ iµ yo⌡ havσ ì
a⌠á leas⌠á onσ appointmen⌠ fo≥ today¼á theε thσ prograφ create≤ ßá graphic≤ ì
imagσ oµ you≥ appointment≤ fo≥ thσ nex⌠ tw∩ weeks«á  Thesσ ▓ processe≤ takσ ì
somσ time«á Iµ yo⌡ wisΦ t∩ turε botΦ ofµ s∩ tha⌠ thσ prograφ goe≤á directl∙ ì
t∩ thσ Maiε Prograφ Menu¼ theε selec⌠ optioε ┤ t∩ bσ [no≈ off].



                               ==============
                               |  OPTION 5: |
                               ==============

Default name for person file:

You can input two variables:

 'Full title for prospect file :'
 'Individual name that describes this classification (singular, 13 characters)

Thσá firs⌠ onσ i≤ thσ titlσ tha⌠ appear≤ oε thσ maiε prograφ screeε anΣ thσ ì
Prospec⌠ filσ screen«  Yo⌡ caε inpu⌠ u≡ t∩ 4░ characters«  Aε examplσ woulΣ ì
be║ (Thσ worΣ "FILEó i≤ addeΣ late≥ t∩ thσ enΣ oµ you≥ text)

          PROSPECT <======default
          PERSONNE╠ CANDIDAT┼ SYSTEM
          NAME╙ O╞ VENDORS

Thσ seconΣ variablσ i≤ ß singlσ worΣ tha⌠ wil∞ appea≥ everywherσ tha⌠á thi≤ ì
categor∙ i≤ referreΣ to¼ sucΦ a≤ thσ individua∞ datß entr∙ screeε anΣ Quicδ ì
Search.

Examples║  Prospect (<========default⌐       Candidatσ      Vendo≥



                               ==============è                               |  OPTION 6: |
                               ==============

                     6)  Toggle 'Printer Off-LIne Menu:

Iε ß numbe≥ oµ place≤ wherσ yo⌡ elec⌠ t∩ prin⌠ ou⌠ somσ document¼ thσ prograφ ì
wil∞á checδ t∩ seσ iµ thσ printe≥ i≤ reall∙ oε line«á  Iµ not¼á i⌠ issue≤á aε ì
erro≥ messagσ tellinτ yo⌡ t∩ turε oε thσ printer«  Thi≤ checδ i≤ performeΣ oε ì
LPT1║ fo≥ ß paralle∞ printer«  Iµ you≥ printe≥ se⌠ u≡ i≤ different¼ theε turε ì
off this option.

                               ==============
                               |  OPTION 7: |
                               ==============

                        7)  Print 'alignment' label

Yo⌡á havσá thσ optioε herσ oµ printinτ aε 'alignmentºá record«á  Sometimes¼ ì
afte≥á turninτá oε thσ printe≥ fo≥ thσ firs⌠ time¼á thσ firs⌠á labe∞á iεá ß ì
serie≤á wil∞á no⌠á prin⌠ correctl∙ unles≤ yo⌡ prin⌠ thi≤á alignmen⌠á recorΣ ì
first.


                               ==============
                               |  OPTION 8: |
                               ==============

Thi≤á optioε establishe≤ thσ namσ useΣ fo≥á Appointments/Schedulσá System«á I⌠ì
default≤ t∩ 'Appointment'.


                               ==============
                               |  OPTION 9: |
                               ==============


Thi≤ optioε set≤ thσ lengtΦ o≥ 'spanº oµ thσ searcΦ string¼á Activit∙ File¼ ì
AdΣá section«á

Iµá thσá prograφ canno⌠ finΣ ß matcΦ iε thσ Prospec⌠ filσ fo≥ thσ namσá yo⌡ ì
ente≥ iε thσ Activit∙ AdΣ section¼á theε i⌠ wil∞ displa∙ ß lis⌠ tha⌠á show≤ ì
simila≥ name≤ beforσ o≥ afte≥ you≥ attempteΣ entry.



                               ==============
                               |  OPTION A: |
                               ==============


               A)  Automatic pausing and pacing between screens
                               Default=[auto pausing  ]


Thσ prograφ wil∞ automaticall∙ pausσ betweeε ß numbe≥ oµ it≤ screens¼ allowinτ ìèyo⌡á t∩á seσ wha⌠ i≤ oε thσ screeε withou⌠ thσ necessit∙ oµá you≥á continuall∙ ì
havinτ t∩ interac⌠ witΦ thσ program«   Iµ yo⌡ wisΦ t∩ over-ridσ thi≤ automatiπ ì
pacinτ feature¼á selec⌠ optioε ┴ t∩ bσ [manua∞ pausinτ ]«á  Wheε yo⌡ d∩á this¼ ì
al∞á oµá thσ automatiπ pause≤ wil∞ havσ beeε replaceΣ b∙ ß beep¼á followeΣá b∙ ì
thi≤á message║á "Ente≥ An∙ Characte≥ t∩ continue"«á  Thi≤ signifie≤á tha⌠á thσ ì
prograφá i≤ waitinτ fo≥ yo⌡ t∩ ente≥ ß ke∙ t∩ continuσ insteaΣ oµ showinτá yo⌡ ì
tha⌠ screeε fo≥ ß predetermineΣ numbe≥ oµ seconds«á  Iµ yo⌡ wisΦ t∩ bypas≤ al∞ì
pauses¼ whethe≥ pre-timeΣ o≥ manual¼ selec⌠ [n∩ pausing   ].


                               ==============
                               |  OPTION "B"|
                               ==============

Thi≤á featurσá bypasse≤ thσ │ leve∞ datß file/index/batcΦ filσ checkinτá tha⌠ ì
thσá prograφ perform≤ ever∙ timσ i⌠ i≤ started«á   Oε slowe≥á machines¼á thi≤ ì
procedurσá take≤ considerablσ timσ t∩ accomplisΦ anΣ caε thereforσ bσá turneΣ ì
off¼ iµ desired.



                               ==============
                               |  OPTION "C"|
                               ==============

            Create a default date for Appointments in Activity Add

Normally¼á thσá prograφá create≤ ß defaul⌠ datσ iε thσ Activit∙á AdΣá filσá oµ ì
'01/01/1901'«á  Thi≤á datσ i≤ ß codσ tha⌠ tell≤ thσ prograφ no⌠ t∩ schedulσá ß ì
futurσá appointmen⌠ o≥ commitment«á  Yo⌡ woulΣ changσ thi≤ defaul⌠ datσ iµ yo⌡ ì
wisΦ AL╠ ne≈ activit∙ record≤ t∩ havσ ß futurσ appointment≤ date.



                               ==============
                               |  OPTION "D"|
                               ==============

                 D)  Displays 'All Scheduled Activities':

Wheneve≥ yo⌡ adΣ aε activit∙ recorΣ anΣ placσ ß futurσ Appointment≤ datσ iε ì
thσá bottoφá oµá thσ record¼á yo⌡ wil∞ theεá bσá displayeΣá 'Al∞á ScheduleΣ ì
Activitiesº oε tha⌠ samσ date«á  Iµ yo⌡ wan⌠ t∩ turε tha⌠ displa∙ off¼ theε ì
ente≥ thi≤ option¼ 'D.'



                               ==============
                               |  OPTION "E"|
                               ==============

                     E)  Sound for 'exploding window':

Thσá prograφ contain≤ aε 'explodinτ windowº iε tw∩ locations║á FlasΦ Repor⌠ ì
[TM▌ anΣ 'Al∞ ScheduleΣ Activities.º  Accompanyinτ thi≤ 'explodinτá windowº ìèi≤ ß sounΣ effec⌠ tha⌠ caε bσ turneΣ ofµ a⌠ thi≤ selection¼ 'E.'


                               ==============
                               |  OPTION "F"|
                               ==============


                 "F)  Time stamp each new activity record"

B∙ default¼á thi≤ optioε i≤ off«á  Iµ selecteΣ On¼á thi≤ wil∞ adΣ int∩ eacΦ ì
ne≈á activit∙ recorΣ thσ exac⌠ timσ wheε i⌠ wa≤ created«á  Thi≤ informatioε ì
i≤á placeΣá int∩ thσ commen⌠ fielΣ oµ eacΦ ne≈ activit∙ recorΣ a≤á yo⌡á arσ ì
savinτá it«á  T∩ seσ thσ actua∞ entry¼á yo⌡ mus⌠ browsσ througΦ thσá recorΣ ì
afte≥ yo⌡ havσ createΣ it¼ a≤ yo⌡ would¼ fo≥ example¼ iε FlasΦ Repor⌠ [TM].

Thi≤ fragmen⌠ i≤ ho≈ thσ Timσ stam≡ appear≤ iε thσ comment:

                                6:31:45 pm

Wh∙ woulΣ yo⌡ usσ thi≤ option┐  Iµ yo⌡ arσ makinτ multiplσ call≤ pe≥ da∙ t∩ ì
thσá samσ persoε o≥ company¼á theε thi≤ Timσ stam≡ woulΣ bσ ß clea≥ wa∙á oµ ì
documentinτ the order of the records.


                               ==============
                               |  OPTION "G"|
                               ==============

             "G)  7 choices in search criteria: Prospect Get"

                         'View' or Search Options:
                                 Overview

Wheε yo⌡ arσ iε thσ Prospec⌠ file¼ Ge⌠ option¼ yo⌡ havσ thσ followinτ seveε ì
'viewsº o≥ searcΦ criteriß availablσ t∩ you:

                     "1)  Search by Company Name"
                     "2)  Search by First Name"
                     "3)  Search by Last Name"
                     "4)  Search by Phone Number"
                     "5)  View or search by Zip Code"
                     "6)  View or search by Category"
                      "7)  Search on Referred by"


Oncσá yo⌡á selec⌠ you≥ 'view,º theε al∞ record≤ arσ stackeΣ o≥á ordereΣá iε ì
tha⌠á sequence«á  If¼á fo≥ example¼á yo⌡ selec⌠ thσ las⌠ namσ 'view'¼á theε ì
afte≥ yo⌡ searcΦ anΣ locatσ onσ record¼á al∞ record≤ beforσ anΣ afte≥á tha⌠ ì
onσ wil∞ bσ ordereΣ alphabeticall∙ b∙ las⌠ name.

Thσá logiπá oµá thi≤ optioε i≤ simila≥ t∩ thσ onσ availablσá iεá thσá 'Fas⌠ ì
SearcΦ ThrougΦ Dataº Menu¼ (Maiε Prograφ Menu¼ Optioε 6⌐ Optioε 1:
               'Lightning fast search through prospect file'
èIε thσ 'Lightninτ fas⌠ search,º yo⌡ arσ displayeΣ informatioε quickly¼á bu⌠ ì
canno⌠ movσ bacδ anΣ fourtΦ betweeε record≤ tha⌠ arσ adjacen⌠ t∩ thosσ tha⌠ ì
appea≥á iε you≥ match«á  B∙ contrast¼á iε thσ 'Viewº o≥ SearcΦ Optionsº yo⌡ ì
caεá movσ bacδ anΣ fourtΦ amonτ thσ record≤ anΣá observe¼á say¼á al∞á phonσ ì
number≤ o≥ zi≡ code≤ tha⌠ precedσ o≥ follo≈ ß matcheΣ record.

                             Search Procedure:


Oncσá yo⌡ selec⌠ an∙ onσ oµ option≤ ▒ througΦ 7¼á thσ men⌡ wil∞ brancΦ bacδ ì
t∩ thσ prio≥ screeε anΣ placσ thσ curso≥ iε tha⌠ fielΣ wherσ yo⌡ wisΦ t∩ d∩ ì
you≥ search«á  Oncσ ß recorΣ i≤ found¼á al∞ record≤ theε wil∞ bσ stackeΣ o≥ ì
ordereΣ b∙ tha⌠ criteria«

Whateve≥ criteriß yo⌡ selec⌠ herσ wil∞ causσ onσ oµ thσ followinτá message≤ ì
t∩ appea≥ oε thσ to≡ t∩ thσ Prospec⌠ Ge⌠ screeε tha⌠ yo⌡ jus⌠ camσ from:


          "Company Name 'View', records in order by company name"
            "First Name 'View', records in order by first name"
             "Last Name 'View', records in order by last name"
          "Phone Number 'View', records in order by phone number"
              "Zip Code 'View', records in order by zip code"
              "Category 'View', records in order by category"
           "Referred by 'View', records in order of referred by


A≤ yo⌡ ente≥ 'Nº fo≥ nex⌠ o≥ 'Pº fo≥ previous¼á yo⌡ wil∞ bσ movinτ bacδ anΣ ì
fourtΦ betweeε adjacen⌠ record≤ iε tha⌠ 'view.'


                 Turning Off the 'View' or Search Options:


Fo≥ somσ users¼ thesσ seveε searcΦ criteriß presen⌠ to∩ man∙ keystroke≤ fo≥ ì
thei≥á search«á  Iµá yo⌡á wisΦ t∩ reducσ thσ seveε searcΦá option≤á t∩á onσ ì
defaul⌠á optioεá fo≥ Compan∙ name¼á theε yo⌡ caε d∩ s∩ herσ a⌠á thσá Custoφ ì
Option≤ Men⌡ b∙ changinτ selectioε 'Gº t∩ display:

                                "[now Off]"



                               ==============
                               |  OPTION "I"|
                               ==============

                      "I)  Phone number occurences: "

B∙á default¼á thσ prograφ wil∞ sho≈ yo⌡ thosσ othe≥ record≤ iε thσ Prospec⌠ ì
filσá tha⌠á havσ thσ samσ phonσ numbe≥ whilσ yo⌡ arσá addinτá records«á  Iµ ì
turneΣ off¼á thi≤ selectioε wil∞ displa∙ onl∙ ß coun⌠ oµ thosσ record≤ tha⌠ ì
havσá thσá samσ phone¼á no⌠ thσ FlasΦ Repor⌠ [TM]-stylσ repor⌠á behinΣá thσ ì
numbers.