Shareware Overload/ShartewareOverload.cdr/finance/ctrl-41a.zip/SALE-A41.EXE/PROSPECT/MGTREP1.DOC

Text File | 1991-06-13 | 11KB | 240 lines

                                  Overview:

                 Al∞ Report≤ fi⌠ int∩ ß standarΣ briefcase!

Al∞á oµá thσá report≤ arσ printeΣ ou⌠ oε standarΣ ╕ 1/2óá b∙á 11óá compute≥ ì
paper¼ s∩ tha⌠ yo⌡ caε carr∙ thi≤ informatioε witΦ yo⌡  wheε yo⌡ arσ oε thσ ì
road«á Thi≤ free≤ yo⌡ froφ havinτ t∩ bσ tieΣ t∩ you≥ compute≥ int∩ orde≥ t∩ ì
retrievσ prospec⌠ data« Fo≥ example¼ whilσ yo⌡ arσ iε ß hote∞ rooφ a⌠ 10PM¼ ì
yo⌡á caε refe≥ t∩  you≥ report≤ t∩ answe≥ question≤ sucΦ as║á  "Wh∩ arσá m∙ ì
prospect≤ iε Denver¼ thσ name≤ oµ thσ contact≤ a⌠ eacΦ company¼ thei≥ phonσ ì
numbers¼á anΣá wha⌠á comment≤ havσ ╔ recordeΣ abou⌠ theφ iε thσá electroniπ ì
Rolode° [TM▌ a≤ wel∞ a≤ oε an∙ subsequen⌠ prospectinτ phonσ call≤ ╔ madσ t∩ ì
them?"


At the bottom of your screen, you will observe this phrase:

        "Category Selected."

WitΦ thi≤ option¼á yo⌡ caε "layer-inó u≡ t∩ 99,999,99╣ differen⌠ layer≤á o≥ ì
grouping≤ oµ prospects«á   Oncσ yo⌡ identif∙ ß ne≈ grou≡ oµ prospects¼ sucΦ ì
a≤á ßá newly-purchaseΣ mailinτ list¼á yo⌡ caε separatσ theφ b∙ assigninτá ß ì
uniquσá CATEGOR┘á numbe≥á t∩á thσá grou≡á whilσá yo⌡á arσá enterinτáá thei≥ ì
informatioε int∩ thσ Persoε file«

Thi≤á "layeringóá effec⌠ wil∞ theε appl∙ t∩ thσ datß wheneve≥ yo⌡á wisΦá t∩ ì
prin⌠á label≤á o≥á reports«á  Thσ datß wil∞ appea≥ t∩ bσ groupeΣá int∩á thσ ì
categorie≤ tha⌠ yo⌡ designated.

Fo≥á morσ informatioε oε ho≈ thi≤ works¼á g∩ t∩ thσ Maiε Prograφá Men⌡á anΣ ì
ente≥ optioε 8¼ 'Selec⌠ Category'.


                               ==============
                               |  OPTION 1: |
                               ==============

Optioεá ▒á produce≤á onσ repor⌠ froφ thσ Prospec⌠á file«á  Yo⌡á havσá thesσ ì
selections available:

                       1 = report based on company name, no Form Feed
                       2 = report by last name
                       3 = report by first name
                       4 = report by city
                       5 = report by category, then company name
                       6 = report by phone
                       7 = report by state
                       8 = report by zip code
                       9 = report by 'referred by'
                      10 = report by address, line 1
                           [see Help file at Reports Menu for logic]
                      11 = report by company name, with Form Feed
                      12 = Day-timer [TM] Sr, by last name
                      13 = Day-timer [TM] Jr, by last name
                      14 = Day-timer [TM] Sr, by Company nameè                      15 = Day-timer [TM] Jr, by Company name
                      16 = report by Priority, if any


Selection≤ ▒ anΣ 1▒ arσ similar«  Selectioε ▒ wil∞ ruε al∞ record≤ togethe≥ ì
oεá ß page¼á whilσ numbe≥ 1▒ issue≤ ß forφ feeΣ t∩ thσ printe≥ every timσá ß ì
ne≈ compan∙ namσ appears.

                      ===  Options 12 through 15  ===

Fo≥ thosσ oµ yo⌡ wh∩ arσ currentl∙ usinτ Loose-Leaµ Day-Timer≤á [TM]¼á thi≤ ì
prograφá wil∞ prin⌠ oε continuou≤ form≤ tha⌠ Day-Timer≤ [TM]¼á Inc«á sells«  ì
Oncσ removeΣ froφ thei≥ perforations¼á thesσ continuou≤ form≤ becomσá loosσ ì
sheet≤á tha⌠ yo⌡ caε inser⌠ int∩ eithe≥ thei≥ Junio≥ o≥ Senio≥ Desδá Loose-ì
Leaµ binders.

Thi≤á prograφá wil∞ creatσ aε alphabetizeΣ 'Addres≤ anΣá Phonσá Directory,º ì
witΦ pagσ break≤ betweeε eacΦ ne≈ lette≥ oµ thσ alphabet.

Iµá yo⌡ wisΦ t∩ prin⌠ aε 'Addres≤ anΣ Phonσ Directoryº fo≥ jus⌠ onσá lette≥ ì
iεá thσá alphabet¼á theε g∩ t∩ thσ Selectioεá Criterißá Menu¼á anΣá observσ ì
selectioε 4:

             4)  Select by character: leftmost character used
                     [first/last name, company, city]

Iµá yo⌡á wisΦá t∩ selec⌠ onl∙ thosσ record≤ tha⌠ BEGI╬ witΦ thσá lette≥á o≥ ì
letter≤á you≥ enter¼á theε thi≤ selectioε wil∞ retrievσ thosσ record≤á tha⌠ ì
star⌠ witΦ thσ leftmos⌠ characte≥ o≥ character≤ yo⌡ requested.



               ===  Note on logic of address line one:  ===

Thσá prograφá wil∞á attemp⌠á t∩á sor⌠ firs⌠á b∙á street¼á theεá b∙á number«  ì
Specifically¼á thi≤ repor⌠ look≤ fo≥ thσ firs⌠ blanδ spacσ anΣ theε assume≤ ì
tha⌠ thσ character≤ t∩ thσ lef⌠ arσ thσ stree⌠ number≤ whilσ thσ character≤ ì
t∩ thσ righ⌠ arσ thσ stree⌠ name«á  Let'≤ say¼á fo≥ example¼á tha⌠ yo⌡á haΣ ì
entereΣ thesσ line≤ fo≥ addres≤ linσ onσ iε threσ records:

                             '1103 Elm Street'
                             '152 Elm Street'
                              '5 Elm Street'


Thσá repor⌠ woulΣ seσ thσ firs⌠ spacσ iε '110│ Elφ Streetº anΣ woulΣá spli⌠ ì
ou⌠ '1103º a≤ thσ stree⌠ numbe≥ anΣ 'Elφ Streetº a≤ thσ stree⌠á name«á  Al∞ ì
record≤ woulΣ theε bσ sorteΣ firs⌠ b∙ stree⌠ name¼ theε b∙ stree⌠ number.




                               ==============
                               |  OPTION 2: |
                               ==============è
Optioεá ▓á generate≤á onσ repor⌠ froφ thσ Activit∙á file«á Yo⌡á havσá seveε ì
selection≤ t∩ choosσ from:

                  1   = Activity report sorted by Company Name, no Form Feed
                  2   = Activity report sorted by date activity created
                  3   = Activity report sorted by city, then date created
                  4   = Activity report sorted by state, then date created
                  5   = Activity report sorted by zip, then date created
                  6   = Activity report sorted by Area Code, then date created
                  7   = Activity report sorted by Company Name, with Form Feed

Selection≤ ▒ anΣ ╖ arσ similar«á  Selectioε ▒ wil∞ ruε al∞ record≤ togethe≥ ì
oε ß page¼ whilσ numbe≥ ╖ issue≤ ß forφ feeΣ t∩ thσ printe≥ every timσ ß ne≈ ì
company grouping of activity records appear.


                               ==============
                               |  OPTION 3: |
                               ==============

Optioε 3 i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩
thesσ dates:

   STAR╘ DAT┼ :'01/01/1901'
   STO╨ DAT┼  :'12/12/2999º

Thi≤á mean≤á tha⌠á an∙ summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥ ßá 99╣á yea≥ ì
period«á Let'≤ sa∙ tha⌠ yo⌡ woulΣ likσ t∩ examinσ activitie≤ fo≥ ß tw∩ weeδ ì
period¼á durinτá whicΦ yo⌡ werσ oε thσ roaΣ visitinτ ß prospect«á  Iεá tha⌠ ì
case¼á g∩ t∩ optioε │ anΣ ente≥ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ begaε ì
a≤ thσ STAR╘ date¼á anΣ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ endeΣ a≤á thσ ì
EN─ date«  No≈ you≥ report≤ wil∞ reflec⌠ jus⌠ tha⌠ tw∩ weeδ period.

[Note║á  Thσá datσá selectioεá featurσá refer≤á t∩á wheεá thσá record≤á wa≤ ì
originall∙ entereΣ int∩ thσ system.]


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

4⌐á  Selec⌠ ou⌠ an∙ comment¼á city¼á state¼á zi≡ o≥ prospec⌠ fo≥ report[s]«  ì
Thi≤á wil∞ allo≈ yo⌡ t∩ selec⌠ an∙ worΣ o≥ phrasσ a≤ ß basi≤á fo≥á creatinτ ì
reports«á  Whateve≥á commen⌠ yo⌡ select¼á thi≤ criteriß wil∞ bσ applieΣá t∩ ì
option≤ ▒ o≥ ▓ iε thi≤ menu.

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

                        Category Consolidation:

A⌠á thi≤ option¼á yo⌡ caε basσ you≥ report≤ oε eithe≥ ß rangσ oµ categorie≤ ì
o≥ ß lis⌠ oµ non-continuou≤ individua∞ categorie≤ «á   Fo≥ example¼á iµ yo⌡ ìèhaΣ selecteΣ ß range¼á theε yo⌡ coulΣ combinσ al∞ record≤ froφ categorie≤ ▒ ì
througΦ 50«á  Yo⌡ caε selec⌠ an∙ sizσ range¼á froφ ß rangσ oµ 5░ t∩ ß rangσ ì
oµ 50,00░ categories«á   Iµ yo⌡ haΣ selecteΣ t∩ inpu⌠ ß non-continuou≤ lis⌠ ì
oµ categories¼ theε yo⌡ coulΣ ente≥ u≡ t∩ 20░ categorie≤ fo≥ consolidation¼ ì
sucΦ a≤ t∩ combinσ categorie≤ 10¼ 11¼ 15¼ anΣ 20.

Notσá tha⌠á thi≤ Categor∙ Consolidatioε logiπ i≤ availablσ iεá thesσá threσ ì
location≤ iε thσ program:

                  'Report≤ fo≥ Prospect≤ anΣ Activitiesº
                     [Main Program Menu, Selection 3]
                     -----> where you are now <-------

                            'Appointments Menu'
                     [Main Program Menu, Selection 7]

               'Base Station/Remote Site Consolidation Menu'
                     [Main Program Menu, Selection 9]



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


Thi≤á optioεá wil∞á inser⌠  thσ mem∩ fielΣ int∩ thσá report≤á generateΣá b∙ ì
option≤ ▒ anΣ 2«á  Oncσ selected¼á yo⌡ caε specif∙ thσ numbe≥ oµ character≤ ì
brough⌠ int∩ thσ repor⌠ froφ eacΦ memo.



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

        "7)  Create 'cascading'  Report [multi-level,dynamic sort]"
                              [Prospect File]


WitΦá thi≤á selection¼á yo⌡ caε definσ thσ numbe≥ oµ sort≤ iε ß repor⌠á anΣ ì
ente≥á thosσ selecteΣ iε an∙ orde≥ yo⌡ wish«á   Herσ i≤ thσ orde≥ oµá sort≤ ì
anΣ thσ code≤ a≤ displayeΣ withiε optioε 7:



=========================================================================
                                                                          |
In selecting the order of sorts, observe the following codes:             |
                                                                          |
0 = sort list completed  [entered last]         6 = sort by phone
1 = sort based on company name [no Form Feed]   7 = sort by state
2 = sort by last name                           8 = sort by zip code
3 = sort by first name                          9 = sort by 'referred by'
4 = sort by city                               10 = sort by address, line 1è5 = sort by category                           11 = sort by priority      |
                                               12 = sort by company name  |
                                                    [with Form Feed]      |
=========================================================================

Let'≤ sa∙ tha⌠ yo⌡ wan⌠ lis⌠ al∞ record≤ b∙ state«á  Withiε eacΦ state¼ yo⌡ ì
wisΦá t∩ seσ thσ zi≡ code≤ iε ascendinτ order«á  T∩ creatσ thi≤á yo⌡á woulΣ ì
selec⌠ thesσ tw∩ codes║ '7º theε '8'.

Thσá prograφá theε create≤ ß 'cascadingº inde° anΣ give≤ yo⌡ thσ optioεá t∩ ì
eithe≥ prin⌠ o≥ t∩ senΣ t∩ 'VIEW.TXT'«

Anothe≥á examplσ woulΣ bσ iµ yo⌡ wan⌠ t∩ seσ al∞á priorities«á Withiεá eacΦ ì
priority¼ let'≤ say¼ woulΣ bσ ordereΣ al∞ zi≡ codes«  Withiε eacΦ zi≡ code¼ ì
iεá turn¼á woulΣá bσ record≤ sorteΣ b∙ firs⌠ name«á  Herσ arσ thσ code≤á t∩ ì
enter¼ anΣ iε thi≤ order:

                      '11', then '8', followed by '3'


Upoεá completinτ thi≤ selection¼á  yo⌡ caε als∩ invokσ thσ Counte≥á option¼ ì
whereb∙ yo⌡ identif∙ anΣ coun⌠ ho≈ man∙ item≤ arσ withiε an∙ onσ sort.