Enter the Date you would like to change the NEXT CONTACT date in the CONTACT record. ENTER TO EXIT HELP CONTACT BY SELECTION ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record DELETE KEY to delete record Will Receive Mass Letters No Insert Allowed on This Table HINT: Enter the first few Characters Last Name to go directly to that record. F3 - AUTO DIALER - Will dial Contact Phone 1 where the pointer is located and take you to the Contact Update Form. "Use Phone Dialer" in Phone Configuration File must be "Y". F5 - MARK/UNMARK - Will Mark or Unmark Contacts to receive Letters when doing Mass Mailings. Contacts to receive a letter will have a Changes the "Send Letters" field in the Contact record. ENTER TO EXIT HELP _1^^__ _1^^__ _1^^__ Enter the name of the Contact for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. It will fill Salutation, Firstname, and Lastname. (Mr. John Smith) ENTER TO EXIT HELP Enter an Extension Number or any four characters you wish. eg. "1234" or "HOME" or "CAR" etc ENTER TO EXIT HELP Enter the name of the Company for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. ENTER TO EXIT HELP Enter the Street Address for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. ENTER TO EXIT HELP Enter the City - State - ZIP for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. ENTER TO EXIT HELP Enter the Company Phone number for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. ENTER TO EXIT HELP Enter the Contact Phone Number for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. ENTER TO EXIT HELP Enter the Appointment Date in the form MM/DD/YR. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. NOTE:The Date of the Appointment will be stored in the Contact History file - but only if this appoint ment is entered from the Contact Form. ENTER TO EXIT HELP _4^^_ Enter the time of the Appointment. Enter in 24 hr. format. You do not have to put the ":" in. 1pm = 1300 2:30pm = 1430 10am = 1 ENTER TO EXIT HELP Enter any Comment for this Appointment A comment could be directions to their office, Agenda for meeting, others attending, etc. NOTE:The first line of this comment will be stored in the Contact History file - but only if this appointment is entered from the Contact Form. ENTER TO EXIT HELP _4^^_ &<-- Enter the Attention string for your modem. ?Use 'AT' if using a Hayes compatible modem. Enter the Baud rate of your modem. W HOT_MENU BUILD NEW HOT LIST Selecting this option will first search through all your Contacts, Appointments and Personal Records and create a Hot List File. The Hot List File contains all your dated activity, which includes NEXT CONTACT Dates, FOLLOW UP Dates, APPOINTMENTS and PERSONAL NOTES. After the File is built, it will present you with a Form to input a date range for viewing the file. The default viewing range is one week from Today's date, but you may input any date you desire. As you change the Master records, you should rebuild the Hot List to keep it current. After the Hot List is displayed, to view a record, place the pointer bar on the record and hit the enter key and the Update form for that record will be displayed for your review or editing. NOTE:The Appointment form will only be displayed if that particular appointment does not have an associated Contact Record. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ CALENDAR ARROW KEYS to move by day and week PAGE UP/DWN to move one Month ^PAGE UP/DWN to move one Year ^HOME to return to Today's Date ENTER to Add or View Appointments ^ equals CONTROL KEY "APPT" means you have Appointments on that day NOTE: When entering NEW Appointments - a form will Pop Up requesting detailed info for the Appointment If this Calendar is accessed from the CONTACT form most of the information will be filled in auto- matically ALL Appointments will appear on the HOT LIST and Appointments made from the CONTACT form will also appear in the Contact History File. ENTER TO EXIT HELP _4^^_ &<-- Enter 'Y' to use the Auto Dial Feature of the software. 2Enter 'N' if you do not wish to use the Auto Dial Feature. -You must have a Modem connected to use the Auto Dialer *<-- Enter your Area code. This will be used to determine if the number being dialed needs the LD Prefix. Enter the name of the Company if applicable. If this field is left blank, this CONTACT will not be displayed in the CONTACT / COMPANY table. ENTER TO EXIT HELP Enter the Next Contact Date in the form MM/DD/YR. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. NOTE:If this field in filled in, this Contact will appear on the HOT LIST. ENTER TO EXIT HELP _4^^_ Enter a user definable Description. If this Des- cription is not in the DESCRIPTION file - a table will Pop Up for your selection. If you would like to add a new Description to this table - hit the INSERT KEY when the table is displayed. HINT: If you can't remember your Descriptions - input an invalid entry like a "?" and the table will Pop Up for your selection. If you do not wish to enter descriptions - hit ENTER with the field blank. ENTER TO EXIT HELP _4^^_ Enter the Last Name of the Contact. If this field is blank - when the software does letters - the POSITION will be used for the recipient of the letter. Also if this field is blank - the CONTACT will not display in the CONTACT / LAST NAME table. ENTER TO EXIT HELP Enter the First Name of the Contact. ENTER TO EXIT HELP Enter the Middle Initial of the Contact. This field will automatically go to CAPS mode. ENTER TO EXIT HELP Enter the appropriate salutation. ENTER TO EXIT HELP Enter the Suite Building or PO Box number. eg. Suite 100 or P.O.Box 255G or Building #4 etc. ENTER TO EXIT HELP Enter an "L" for Last Name or "F" for First Name. When printing letters - the first or last name will print in the Salutation, depending on the contents of this field. The default is "L". ENTER TO EXIT HELP Enter the third phone number of the Company. Do not put the dashes "-" in, they will be automatic. eg. 904 1212 will come out to be 904- -1212 ENTER TO EXIT HELP Enter the phone extension or four character note. eg. 1234 HOME CAR WORK etc ENTER TO EXIT HELP Enter the Position of the Contact if it applies. This field will print on Letters as the recipient if the Last Name field is left blank. ENTER TO EXIT HELP Enter a "Y" if this CONTACT is to receive letters when printing MASS letters. Enter a "N" if you do not wish this CONTACT to receive a letter. NOTE:This field only applies to MASS mailings. You can send a single letter to any PRIMARY CONTACT - regardless of this setting. ENTER TO EXIT HELP _4^^_ Enter the Street Address ENTER TO EXIT HELP Enter the City name. ENTER TO EXIT HELP Enter the State two letter abrv. This field will automatically go to CAPS. ENTER TO EXIT HELP Enter the ZIP Code or CANADIAN Postal Code ENTER TO EXIT HELP Enter the first phone number for this CONTACT. do not include the "-" they will be automatic. eg. 904 1212 will come out to be 904- -1212 If using the Auto Dialer - This is the number that will be dialed by hitting the F3 Key from this screen or any of the Primary Contact Tables. ENTER TO EXIT HELP Enter the second phone number for this Contact. Do not include the dashes "-" in, they will be automatic. eg. 904 1212 will come out to be 904- -1212 ENTER TO EXIT HELP Enter the Last Contact Date in the form MM/DD/YR. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. NOTE: If you use the Auto Dial Feature of the software - this field is updated automatically after the result of the phone call is entered. ENTER TO EXIT HELP _4^^__ Enter the Last Name of this OTHER CONTACT. ENTER TO EXIT HELP Enter an Extension Number or any four characters you wish. eg. "1234" or "HOME" or "CAR" etc ENTER TO EXIT HELP Enter any Comment you would like to make about this Contact. ENTER TO EXIT HELP Enter the First Name of this OTHER CONTACT. ENTER TO EXIT HELP Enter the Middle Initial of the Contact. The Software will select CAPS for this field ENTER TO EXIT HELP Enter a Salutation. eg. Mr. Ms. Dr. etc ENTER TO EXIT HELP Enter the Position or Relationship of this OTHER CONTACT. ENTER TO EXIT HELP Enter a Contact Phone number if different from the Phone Number 1 of the Primary CONTACT record. If this field is left blank - it will default to the Phone Number 1 of the Primary CONTACT. ENTER TO EXIT HELP Enter the Country Name for this Contact or leave blank. ENTER TO EXIT HELP Enter the name you gave the Database when this report was designed in the Optional Report Writer Package. ENTER TO EXIT HELP Enter the path name where the Database Defin- intion is located. eg \sit\ or D:\Data\ etc. This field may be left blank if the Database Definintion is located in the current directory. ENTER TO EXIT HELP '<-- Enter the number of data bits. Use '8' if unsure. (<-- Enter the String to use to dial your modem. CUse 'ATDT' for a Hayes Compatible modem. Or, 'ATDT9,' if you need to dial 9 to reach an outside line. Enter a Description to be used in the Description fields of the COMPANY record. Give careful thought to your use of Description Names. This will give you greater flexibility when doing inquires and Letters based on Description String searches. ENTER TO EXIT HELP Enter the Date in the form MM/DD/YR Follow Up. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. ENTER TO EXIT HELP Enter the Action for this Follow Up Call. This could be, what you intend to accomplish on this call. ENTER TO EXIT HELP FOLLOW-UP ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record NOTE: These are the dates in which you would like to Follow Up with this Contact on a reg- ular basis. ENTER TO EXIT HELP _1^^__ lMORE_MEN FOLLOW-UP Selecting this option will give you a table at the bottom of the screen, listing all Follow-Up dates and Comments for this Contact. If you have many Dates in which you would like call your Contacts, keep them here. You may also use this area instead of the Next Call Date Field. NOTE:Info in this file will appear on the HOT LIST. ENTER TO RETURN OR ESC TO EXIT HELP tMAIN GENERAL SYSTEM HELP STAY IN TOUCH is composed of FORMS, TABLES, MENUS and REPORTS. This HELP Screen will tell you how to use the keyboard for these components. FORMS - Move from Field to Field = Up/Dwn Arrow Keys, Tab Key, Enter Key Erase a field = Backspace or Ctrl/End Date Fields = Tab Key to select Date from Pop-up Calendar Exit Form = Esc Key on 1st field or Ctrl/Esc anywhere else Update a Form = Enter Key on last field or Ctrl/Enter anywhere else TABLES - Move up/dwn table = Up/Dwn Arrow Keys or Page Up / Page Down Select or Update = Enter Key on Highlighted Record Adding Records = Insert Key Deleting Records = Delete Key on Highlighted Record Copy Record = Ctrl/C Copies Highlighted Record (With Editing) Locate Record = Type first few characters (where applies) Exit Table = Esc Key or Ctrl/Esc MENUS - Highlighting Item = Up/Dwn Arrow Keys or 1st letter of Item Selecting Item = Enter Key when Item Highlighted HIT THE F1 KEY ANYWHERE IN PROGRAM FOR ON-LINE FIELD SENSITIVE HELP ENTER TO RETURN OR ESC TO EXIT HELP _N^^__ _7^^_ _:^^__ elUTHELP GO TO DOS Selecting this options will shell out to the DOS prompt. You may then run any DOS command or Program you desire. Type "Exit" to return to STAY IN TOUCH. IMPORTANT: If you change directories - make sure you return to this directory before typing "Exit" or you will get an error. ENTER TO RETURN OR ESC TO EXIT HELP _1^^__ yRPTMENU HISTORY ANALYSIS REPORT Selecting this option will give you an analysis report of all your Appointments, Phone Calls and Letters stored in the History File. The report will show each History transaction and give a Sub Total of each Activity and a Grand Total of all Activities. Prior to printing, a form will pop up asking for a date range - Transactions that fall within this range will be included on the report. ENTER TO RETURN OR ESC TO EXIT HELP Select the Activity for Display by using the LEFT/RIGHT ARROW KEYS or Entering 1st Letter. ENTER TO EXIT HELP _4^^__ Enter the Date in the form MM/DD/YR or hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. ENTER TO EXIT HELP Enter the results from this activity. This comment will be stored in the Contact History file, along with today's Date and the proper Activity. NOTE:You can view and change the History File by hitting the F10 key from the Primary Contact form and selecting History from the Activity Menu. ENTER TO EXIT HELP _4^^_ fRPTMENU HOT LIST REPORT Selecting this option will print a report of your current Hot List. The Hot List must be built first by selecting Hot List from the Main Menu and building the list. Also, after selecting this option a form will pop up requesting a date range for the report. Only the items falling within this date range will be included in the report. ENTER TO RETURN OR ESC TO EXIT HELP VVHOT BBHOT HOT LIST View Current Hot List Build New Hot List ENTER FOR SELECTION ESC TO EXIT HELP HOT LIST ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change a record DELETE KEY to delete Hot List Item No Insert Allowed on this Table NOTE: This is a table of all your dated activ- ity from all sources - NEXT CONTACT Date, FOLLOW-UP Dates, APPOINTMENT Dates and PERSONAL NOTE Dates. The Enter Key takes you to the Appropriate Update Form for review or change. ENTER TO EXIT HELP _1^^__ !<-- Enter your long distance dialing prefix. 1Use '1' if unsure. Enter a Description for this letter. ENTER TO EXIT HELP Enter the body of the letter. Insert Key - Toggles Insert Mode on/off Delete Key - Deletes Character in front of cursor Backspace - Deletes Character behind cursor Ctrl/End - Deletes from cursor to end of line Ctrl/Esc - Aborts Letter Ctrl/Enter - Saves Letter (also Enter on last line) Word Wrap - Automatic Letter may be two pages in length and will pagin- ate when printed. Margins are Top 1.5 in., Bottom 1 in. and Left/Right 1 in. ENTER TO EXIT HELP _4^^_ _)^^_ _)^^_ _*^^_ _+^^_ _+^^_ _)^^_ _ CON1 CON11 pB CON12 CON2 CON3 >E CON4 5F CON5 CON6 CTRY XI DATADEF /J DATAPTH CK DATA_SIZ DIALSTR DSC1 FUDATE FUDESC FUTBL ,S FU_MORE GEN1 |X GODOS [_ HISAN HIS_ACT HIS_DATE HIS_DESCRh HOTRPT HOT_MENUCm HOT_TBL LDPREFIX r LET1 ur LET2 9s LR1 hv LR1A LR2 LR3 $ LR4 LR5 LR6 LR7 M1 ] M10 M11 M12 M13 M14 M15 M16 M2 M3 M5 M6 M7 M8 M9 ' MAIN / MANYMENU MENU1 MENU10 e MENU11 MENU12 5 MENU2 MENU4 m MENU5 MENU6 ; MENU7 MENU8 e MENU9 MHOT1 Y ML1 ML2 ML3 ML4 & MORE1 ~ MORE2 1 MORE3 MORE4 MORE5 Y MORE_MEN NTS1 NTS4 PARITY PER1 PER3 ` PH_LONG PLST PORT U RPTDEF RPTMENU RPTNAME RPTPTH RPTTABLE# RWOUT RWRPTS SELMENU SM1 SM2 SM3 SM4 SM5 STOP_BIT@' T1 T11 T12 T13 T13B s2 T14 T15 '6 T16 T17 d; T18 T1A T2 T6 &G T99 T99A