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MERGE.DOC
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1991-03-27
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ááá
Import or Output Data:
Import:
Import a 12 or 13 field ASCII "commß delimitedó file.
see options '8' or '9'
Output:
WordStar[TM]/MailMerge[TM]/WordPerfect[TM]/Microsoft [TM] Word 4.0
dBASE III [TM]/SBT [TM]/SourceMate [TM] Output
Basica/Output Sequential File
Overview:
Options 1 - 7
Thesσ option≤ creatσ eithe≥ ß WordStar/MailMerge[TM]¼á WordPerfect[TM]¼á o≥ ì
dBAS┼á II╔ [TM▌ datß filσ usinτ thσ datß froφ you≥ Prospect/dBAS┼ II╔ file« ì
Thσ newl∙ createΣ filσ end≤ iε thσ letters║ '.DAT'¼ .DEF'¼ '.SFº o≥ '.DBF'.
Iµ useΣ witΦ Wordstar[TM]¼á thσ .DA╘ filσ caε bσ useΣ t∩ prin⌠ forφá letter≤ ì
iεá MailMerge[TM]«á Al∞ characte≥ field≤ arσ trimmeΣ oµ trailinτ blank≤ t∩ ì
accommodatσá you≥ forφ letters«á Alonτ witΦ thi≤ datß file¼á thσá Wordsta≥ ì
optioεá create≤á thσ beginninτ oµ you≥ forφ lette≥ anΣ put≤ i⌠á iεá ßá filσ ì
endinτá iεá thσ │ letter≤ '.DEFº (containinτ al∞ thσ MailMerge[TM▌á command≤ ì
yo⌡ neeΣ a⌠ thσ star⌠ oµ ß forφ letter)«
Iµá useΣá witΦ WordPerfect[TM]¼á thσ .S╞ filσ i≤ thσ 'Secondar∙á Fileºá tha⌠ ì
WordPerfec⌠á use≤á fo≥ mergσ letters¼á wherσ eacΦ fielΣ i≤á delimiteΣá witΦ ì
CONTROL-R¼ anΣ eacΦ recorΣ i≤ delimiteΣ witΦ CONTROL-E.]
Iµ useΣ witΦ dBAS┼ II╔ [TM]¼á thσ '.DBFº filσ forma⌠ i≤ becominτ ßá standarΣ ì
datßá filσá forma⌠ tha⌠ man∙ othe≥ program≤ arσ usinτ fo≥á thei≥á respectivσ ì
datß impor⌠ function.
Wheε useΣ witΦ Microsof⌠ [Reg«á TM▌ WorΣ 4.0¼á thσ '.DATº filσ contain≤ thσ ì
datß o≥ record≤ tha⌠ thσ WorΣ 4.░ mergσ documen⌠ requires«
Thesσ option≤ wil∞ allo≈ yo⌡ t∩ outpu⌠ thσ ke∙ field≤ iε you≥ prospec⌠ filσ ì
t∩ aε externa∞ tex⌠ filσ tha⌠ can¼á iε turn¼á bσ useΣ b∙ ß worΣ processo≥ t∩ ì
creatσ 'boilerplateº o≥ forφ letter≤ fo≥ yo⌡ automatically.
BaseΣá oε you≥ selectioε criteria¼á iµ any¼á thσ prograφ wil∞á outpu⌠á thesσ ì
fields║
Se° ID¼ Firs⌠ name¼ Greeting, Las⌠ name¼ Compan∙ Name¼ Address1/2
City¼ State¼ Zip, Zip4¼ Phonσ number¼ Comment≤
==============
| OPTION 1: |
==============
Selection Process:
èA⌠ optioε 1¼ yo⌡ caε inpu⌠ u≡ t∩ ╖ searcΦ criteriß a≤ thσ basi≤ fo≥
you≥ worΣ processo≥ mergσ file║
Las⌠ Name¼ Firs⌠ Name¼ Company¼ City¼ State¼ Zip,
anΣ Comments.
Yo⌡á caεá selec⌠ whethe≥ yo⌡ wan⌠ onl∙ thosσ record≤ t∩ bσ selecteΣá tha⌠ ì
havσá al∞ oµ criteriß iε ever∙ recorΣ o≥ selec⌠ ou⌠ record≤á regardles≤á oµ ì
thσá numbe≥ oµ matche≤ madσ pe≥ record¼á a≤ lonτ a≤ a⌠ leas⌠ onσ matcΦ i≤ ì
madσ iε an∙ onσ recorΣ tha⌠ i≤ selected.
Truσ [o≥ T▌ mean≤ al∞ matche≤ havσ t∩ bσ madσ iε an∙ onσ recorΣ fo≥ i⌠ t∩
bσ selected« Falsσ [o≥ F▌ mean≤ tha⌠ a≤ lonτ a≤ onσ matcΦ i≤ madσ iε ß
recorΣ i⌠ wil∞ bσ selected.
Search Criteria Selection:
Option 1:
Yo⌡ caε ente≥ an∙ word¼á phrase¼ o≥ codσ oε whicΦ t∩ basσ you≥ selection« ì
Iµá lef⌠ blank¼á al∞ record≤ wil∞ bσ selecteΣ out«á Iµ yo⌡ makσ aεá entr∙ ì
here¼á thσá prograφ wil∞ searcΦ througΦ thσ prospec⌠ filσ anΣ selec⌠á ou⌠ ì
onl∙ thosσ record≤ tha⌠ mee⌠ you≥ searcΦ criteria.
[Notσ tha⌠ yo⌡ caε havσ u≡ t∩ ╖ differen⌠ code≤ o≥ phrase≤ entereΣ herσá anΣ ì
al∞á record≤ wil∞ bσ pulleΣ whicΦ havσ an∙ onσ oµ theφ o≥ an∙ combinatioε ì
oµ them]
==============
| OPTION 2: |
==============
2) Output records to Wordstar/Mailmerge[TM]
[outputs into a 12 field, comma delimited file]
fields outputted:
SEX, FNAME, GREETING, LNAME, PROSPECT, ADDRESS1,
ADDRESS2, CITY, STATE, ZIP, ZIP4, PHONE-1
Thi≤á optioε i≤ useΣ t∩ ge⌠ datß froφ thσ Prospec⌠ filσ anΣ outpu⌠ i⌠á t∩á ß ì
filσá tha⌠á caε bσ useΣ b∙ WordStar/MailMerge[TM]«á Thi≤ filσ caε als∩á bσ ì
useΣ b∙ BASI├ anΣ othe≥ language≤ anΣ products«á Iε short¼á an∙ produc⌠ tha⌠ ì
accept≤á "commß delimitedó file≤ fo≥ inpu⌠ ma∙ accep⌠ thσ filσá createΣá b∙ ì
thi≤ option.
Froφ thσ WordSta≥ option¼á yo⌡ wil∞ creatσ tw∩ files«á Thσ firs⌠ filσ namσ ì
end≤á iεá .DE╞ anΣ i≤ ß filσ tha⌠ caε bσ turneΣ int∩ ß forφ lette≥á jus⌠á b∙ ì
callinτá i⌠ u≡ iε WordSta≥ anΣ matchinτ i⌠ t∩ you≥ forφ letter«á I⌠ alread∙ ì
contain≤á al∞ oµ thσ command≤ needeΣ b∙ WordSta≥ t∩ reaΣ thσá Prospect/dBAS┼ ì
II╔ datß filσ (.DAT).
Thσ othe≥ filσ i≤ thσ .DA╘ file¼á whicΦ contain≤ al∞ datß tha⌠ yo⌡ wan⌠á t∩ ì
reaΣá int∩ WordStar«á I⌠ i≤ formatteΣ sequentia∞ file¼á witΦ al∞ field≤á iε ì
quote≤ anΣ separateΣ b∙ commas«
è
==============
ⁿ OPTIO╬ 3║ |
==============
3) Output records to WordPerfect[TM]
[outputs into a 14 field, CONTROL-R delimited file]
fields outputted:
SEX,FNAME,GREETING,LNAME,PROSPECT,ADDRESS1,ADDRESS2,CITY,STATE
ZIP,ZIP4,PHONE-1,COMMENT1,COMMENT2
Thσá .S╞á filσá i≤á thσ 'Secondar∙ Fileº tha⌠ WordPerfec⌠á use≤á fo≥á mergσ ì
letters¼á wherσ eacΦ fielΣ i≤ delimiteΣ witΦ CONTROL-R¼á anΣ eacΦ recorΣ i≤ ì
delimiteΣ witΦ CONTROL-E.]
Bσá surσ t∩ retrievσ thσ 'Secondar∙ Fileº int∩ WordPerfect¼á a⌠ whicΦá timσ ì
WordPerfec⌠ wil∞ inser⌠ it≤ printe≥ codes« Then¼ whilσ insidσ WordPerfect¼ ì
savσ thσ filσ unde≥ tha⌠ samσ name«á A⌠ thi≤ point¼á thσ 'Secondar∙á Fileº ì
wil∞ bσ usablσ fo≥ purpose≤ oµ mai∞ merging.
[Similar to option B]
==============
| OPTION 4: |
==============
4) Output records to dBASE III [Registered TM]
WitΦá optioεá 4¼á thσ '.DBFº filσ forma⌠ i≤ becominτ ßá standarΣá datßá filσ ì
forma⌠á tha⌠ man∙ othe≥ program≤ arσ usinτ fo≥ thei≥ respectivσ datßá impor⌠ ì
function«
Oncσá yo⌡ assigε ß namσ t∩ thσ dBAS┼ II╔ [TM▌ filσ yo⌡ arσá outputting¼á thσ ì
structurσ oµ tha⌠ filσ is:
Field Field Name Type Width Dec
1 SEX Character 19
2 FNAME Character 20
3 GREETING Character 20
4 LNAME Character 20
5 PROSPECT Character 40
6 ADDRESS1 Character 30
7 ADDRESS2 Character 30
8 CITY Character 30
9 STATE Character 2
10 ZIP Numeric 5 < numeric representation of Zip codes
11 ZIP4 Numeric 4 < numeric representation of Zip+4 codes
12 ZIP_CH Character 5 < character representation of Zip codes
13 ZIP4_CH Character 4 < character representation of Zip+4 codes
14 PHONE_1 Character 13
15 COMMENT1 Character 60
16 COMMENT2 Character 60
17 CATEGORY Numeric 8è 18 PRIORITY Numeric 4
19 REFERBY Character 30
** Total ** 405
Thσá numeriπ zi≡ codσ field≤ dro≡ leadinτ zeros¼á whilσ thσ characte≥á one≤ ì
add them back.
==============
| OPTION 5: |
==============
5) Output records to Microsoft [TM] Word 4.0
[outputs into a 12 field, comma delimited file]
fields outputted:
SEX, FNAME, GREETING, LNAME, PROSPECT, ADDRESS1,
ADDRESS2, CITY, STATE, ZIP, ZIP4, PHONE1
Thi≤á optioε i≤ useΣ t∩ ge⌠ datß froφ thσ Prospec⌠ filσ anΣ outpu⌠ i⌠ t∩á ß ì
datß filσ tha⌠ caε bσ useΣ b∙ thσ mergσ featurσ iε WorΣ 4.0..
You≥ WorΣ 4.░ lette≥ wil∞ contaiε mergσ variable≤ oµ thσ form:
<<SEX>>
<<FNAME>>
<<GREETING>>
<<LNAME>>
<<PROSPECT>>
anΣá s∩ on«á Thesσ mergσ variable≤ arσ identifieΣ iε thσ '.DEFº o≥á heade≥ ì
filσ createΣ b∙ thσ program«á Thesσ symbols¼á "<<ó anΣ ">>"¼ arσ formeΣ b∙ ì
holdinτ dowε thσ <ALT╛ ke∙ anΣ typinτ 17┤ o≥ 175.
A⌠á thσá to≡ oµ you≥ WorΣ 4.░ letter¼á yo⌡ wil∞ havσ thi≤ commanΣá (iµá yo⌡ ì
selec⌠ 'TESTº a≤ thσ filσ namσ fo≥ outputtinτ you≥ datß iε optioε 5):
<<DATA TEST.DEF, TEST.DAT>>
Thi≤á tell≤ WorΣ 4.░ t∩ looδ int∩ TEST.DE╞ fo≥ thσ heade≥ o≥ identificatioε ì
oµ field≤ used╗ anΣ t∩ pul∞ iε TEST.DA╘ fo≥ thσ data.
TEST.DA╘ i≤ ß 'commß delimited¼ ASCI╔ file'« I⌠ contain≤ al∞ datß tha⌠ yo⌡ ì
wan⌠á t∩ reaΣ int∩ WorΣ 4.0«á I⌠ i≤ formatteΣ sequentia∞á file¼á witΦá al∞ ì
field≤ iε quote≤ anΣ separateΣ b∙ commas«
==============
| OPTION 6: |
==============
This option will append records directly to the SBT [TM] customer file.è
==============
| OPTION 7: |
==============
Thi≤á optioεá wil∞ appenΣ record≤ directl∙ t∩ thσ SourceMatσ [TM▌á custome≥ ì
file.
==============
| OPTION 8: |
==============
Import data from ASCII file:
áááCreatσ aε ASCI╔ "commß delimitedó filσ witΦ thesσ 12 fields:
áááFirs⌠ namσ <=╜ u≡ t∩ 2░ characters
áááLas⌠ namσ <=╜ u≡ t∩ 2░ characters
áááCompan∙ namσ <=╜ u≡ t∩ 4░ characters
áááAddres≤ ▒ <=╜ u≡ t∩ 3░ characters¼ firs⌠ linσ oµ addres≤
áááAddres≤ ▓á <=╜ u≡ t∩ 3░ characters¼á2nΣ line¼áiµ any¼ásucΦáa≤
ááá'Suitσ 214'
áááCit∙ <=╜ u≡ t∩ 3░ characters
áááStatσ <=╜ tw∩ characte≥ state¼ iµ U.S.A.╗ elsσ leavσ blank
áááZi≡ <=╜ U.S.A« Zi≡ code¼ ╡ characters
áááZi≡4 <=╜ U.S.A« Supplemental Zi≡ code¼ 4 characters
áááPhonσ <=╜ 1│ character¼ iµ .U.S.A« o≥ Canada« Mus⌠ be
in this form: (214)690-6017
Observe character 1 is '(', 5 is ')', and 9 is '-'
áááComment1 <== any comment, up to 60 characters
Sex ID <== if used, such as 'Dr.', 'Captain', or 'Reverend'
áááOptioεá ╕ wil∞ impor⌠ froφ aε ASCI╔ filσá named║á 'AIMPORT.TXT'«á Makσ ì
ááásurσ tha⌠ you≥ filσ ha≤ tha⌠ name«
áááObservσ belo≈ onσ recorΣ iε thσ ASCI╔ "commß delimitedó format:
"John D.","Cauble, Jr.","Accounting & Tax Service","11056 Shady Trail",
"Suite 101","Dallas","TX","75229","0234","(214)357-5454","SIC=4303",""
áááObservσá tha⌠á "Suitσá 101ó woulΣ normall∙ follo≈ afte≥á "1105╢á Shad∙ ì
áááTrailóá oεá onσ continuou≤ line«á Herσ thσ recorΣ i≤ brokeεá int∩á tw∩ ì
áááline≤ onl∙ fo≥ purpose≤ oµ showinτ yo⌡ ho≈ i⌠ looks.
==============
| OPTION 9: |
==============
Import data from ASCII file:
áááCreatσ aε ASCI╔ "commß delimitedó filσ witΦ thesσ 13 fields:
èáááFirs⌠ namσ <=╜ u≡ t∩ 2░ characters
áááLas⌠ namσ <=╜ u≡ t∩ 2░ characters
áááCompan∙ namσ <=╜ u≡ t∩ 4░ characters
áááAddres≤ ▒ <=╜ u≡ t∩ 3░ characters¼ firs⌠ linσ oµ addres≤
áááAddres≤ ▓á <=╜ u≡ t∩ 3░ characters¼á2nΣ line¼áiµ any¼ásucΦáa≤
ááá'Suitσ 214'
áááCit∙ <=╜ u≡ t∩ 3░ characters
áááStatσ <=╜ tw∩ characte≥ state¼ iµ U.S.A.╗ elsσ leavσ blank
áááZi≡ <=╜ U.S.A« Zi≡ code¼ ╡ characters
áááZi≡4 <=╜ U.S.A« Supplemental Zi≡ code¼ 4 characters
áááPhonσ <=╜ 1│ character¼ iµ .U.S.A« o≥ Canada« Mus⌠ be
in this form: (214)690-6017
Observe character 1 is '(', 5 is ')', and 9 is '-'
áááComment1 <== any comment, up to 60 characters
Sex ID <== if used, such as 'Dr.', 'Captain', or 'Reverend'
Revenue/Expense<== Any value entered here will cause a corresponding
first record in the Activity file to be created.
áááOptioεá ╣ wil∞ impor⌠ froφ aε ASCI╔ filσá named║á 'AIMPORT.TXT'«á Makσ ì
ááásurσ tha⌠ you≥ filσ ha≤ tha⌠ name«
áááObservσ belo≈ onσ recorΣ iε thσ ASCI╔ "commß delimitedó format:
"John D.","Cauble, Jr.","Accounting & Tax Service","11056 Shady Trail",
"Suite 101","Dallas","TX","75229","0234","(214)357-5454",
"SIC=4303","Mr.","5412.43"
áááObservσá tha⌠á "Suitσ 101ó woulΣ normall∙ follo≈á afte≥á "1105╢á Shad∙ ì
áááTrailóá oεá onσ continuou≤ line«á Herσ thσ recorΣ i≤ brokeεá int∩á tw∩ ì
áááline≤á onl∙á fo≥á purpose≤ oµ showinτ yo⌡ ho≈ i⌠ looks«á Yo⌡á arσá no⌠ ì
ááárequireΣá t∩ ente≥ ß valuσ fo≥ thσ Revenue/Expensσ field«á Iµ yo⌡á do¼ ì
ááátheεá thσá prograφ wil∞ creatσ ß correspondinτ recorΣ iεá thσá activit∙ ì
áááfile.
áááOnσ applicatioε oµ thi≤ woulΣ bσ iµ yo⌡ arσ bringinτ iε record≤ froφ aε ì
áááAccount≤ Receivablσ file¼ witΦ aε amoun⌠ oweΣ fo≥ eacΦ debtor.
==============
| OPTION A: |
==============
"A) Select date range [works with #2,3,4,5 B and D only]"
Optioεá ┴ i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oε thσ option≤ t∩á Impor⌠á o≥ ì
Outpu⌠ Data« I⌠ default≤ t∩ thesσ dates:
STAR╘ DAT┼ :'01/01/1901'
STO╨ DAT┼ :'12/12/2999º
Notσá tha⌠ thi≤ datσ rangσ selectioε wil∞ worδ onl∙ witΦ selection≤ #2¼á 3¼ ì
4¼ anΣ ╡ oε thi≤ menu.è
==============
ⁿ OPTIO╬ B║ |
==============
B) Output records to WordPerfect[TM]
[outputs into a 17 field, CONTROL-R delimited file]
fields outputted:
SEX,FNAME,GREETING,LNAME,PROSPECT,ADDRESS1,ADDRESS2,CITY,STATE
ZIP,ZIP4,PHONE-1,COMMENT1,COMMENT2,CATEGORY,PRIORITY,REFERBY
Thσá .S╞á filσá i≤ thσ 'Secondar∙ Fileº tha⌠ WordPerfec⌠á use≤á fo≥á mergσ ì
letters¼á wherσ eacΦ fielΣ i≤ delimiteΣ witΦ CONTROL-R¼ anΣ eacΦ recorΣ i≤ ì
delimiteΣ witΦ CONTROL-E.]
Bσá surσ t∩ retrievσ thσ 'Secondar∙ Fileº int∩ WordPerfect¼á a⌠ whicΦá timσ ì
WordPerfec⌠ wil∞ inser⌠ it≤ printe≥ codes« Then¼ whilσ insidσ WordPerfect¼ ì
savσ thσ filσ unde≥ tha⌠ samσ name«á A⌠ thi≤ point¼á thσ 'Secondar∙á Fileº ì
wil∞ bσ usablσ fo≥ purpose≤ oµ mai∞ merging.
[Similar to option 3]
==============
ⁿ OPTIO╬ C║ |
==============
Import data from ASCII file:
Creatσ aε ASCI╔ "commß delimitedó filσ witΦ thesσ 24 fields:
[Bring data into Prospect Detail File]
áááFirs⌠ namσ <=╜ u≡ t∩ 2░ characters
áááLas⌠ namσ <=╜ u≡ t∩ 2░ characters
áááCompan∙ namσ <=╜ u≡ t∩ 4░ characters
áááAddres≤ ▒ <=╜ u≡ t∩ 3░ characters¼ firs⌠ linσ oµ addres≤
áááAddres≤ ▓á <=╜ u≡ t∩ 3░ characters¼á2nΣ line¼áiµ any¼ásucΦáa≤
ááá'Suitσ 214'
áááCit∙ <=╜ u≡ t∩ 3░ characters
áááStatσ <=╜ tw∩ characte≥ state¼ iµ U.S.A.╗ elsσ leavσ blank
áááZi≡ <=╜ U.S.A« Zi≡ code¼ ╡ characters
áááZi≡4 <=╜ U.S.A« Supplemental Zi≡ code¼ 4 characters
áááPhonσ <=╜ 1│ character¼ iµ .U.S.A« o≥ Canada« Mus⌠ be
in this form: (214)690-6017
Observe character 1 is '(', 5 is ')', and 9 is '-'
áááComment1 <== any comment, up to 60 characters
Sex ID <== if used, such as 'Dr.', 'Captain', or 'Reverend'
Detail 1 <== up to 20 characters, placed into Prospect Detail File,
field one.
Detail 2 <== up to 20 charactersè Detail 3 <== up to 20 characters
Detail 4 <== up to 20 characters
Detail 5 <== up to 20 characters
Detail 6 <== up to 20 characters
Detail 7 <== up to 20 characters
Detail 8 <== up to 20 characters
Detail 9 <== up to 20 characters
Detail 10 <== up to 20 characters
Detail 11 <== up to 20 characters
Detail 12 <== up to 20 characters
áááOptioεá C wil∞ impor⌠ froφ aε ASCI╔ filσá named║á 'AIMPORT.TXT'«á Makσ ì
ááásurσ tha⌠ you≥ filσ ha≤ tha⌠ name«
áááObservσ belo≈ onσ recorΣ iε thσ ASCI╔ "commß delimitedó format:
"Alyce","Fisher","P.O. BOX","2116 E. Arapaho","P.O. Box 3823","Richardson",
"TX","75081","0433","(214)783-8581",
"they currently have an 8bit system, written in compiled",
"Mr.","DET1","DET2","DET3","DET4","DET5","DET6","DET7","DET8",
"DET9","DET10","DET11","DET12"
Observσ tha⌠ thi≤ recorΣ woulΣ normall∙ bσ oε onσ continuou≤ line¼á bu⌠á i≤ ì
herσ brokeε int∩ fivσ line≤ onl∙ fo≥ purpose≤ oµ showinτ yo⌡ ho≈ i⌠ looks.
==============
ⁿ OPTIO╬ D║ |
==============
D) Output records to WordPerfect[TM]
[outputs into a 19 field, CONTROL-R delimited file]
fields outputted:
SEX,FNAME,GREETING,LNAME,PROSPECT,ADDRESS1,ADDRESS2,CITY,STATE
ZIP,ZIP4,PHONE-1,COMMENT1,COMMENT2,CATEGORY,PRIORITY,REFERBY
DATE,AMOUNT
Thσá .S╞á filσá i≤ thσ 'Secondar∙ Fileº tha⌠ WordPerfec⌠á use≤á fo≥á mergσ ì
letters¼á wherσ eacΦ fielΣ i≤ delimiteΣ witΦ CONTROL-R¼ anΣ eacΦ recorΣ i≤ ì
delimiteΣ witΦ CONTROL-E.]
Bσá surσ t∩ retrievσ thσ 'Secondar∙ Fileº int∩ WordPerfect¼á a⌠ whicΦá timσ ì
WordPerfec⌠ wil∞ inser⌠ it≤ printe≥ codes« Then¼ whilσ insidσ WordPerfect¼ ì
savσá thσ filσ unde≥ tha⌠ samσ name«á A⌠ thi≤ point¼á thσ 'Secondar∙ Fileº ì
wil∞ bσ usablσ fo≥ purpose≤ oµ mai∞ merging.
'DATEºá i≤ thσ datσ oµ origina∞ entr∙ int∩ thσ program«á 'AMOUNTºá i≤á thσ ì
revenue/expensσ item.
[Similar to option 3]è