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  1.                                Servile Software
  2.  
  3.  
  4.  
  5.  
  6.                               Membership Database
  7.  
  8.  
  9.  
  10.  
  11.                             Operators Instructions
  12.  
  13.  
  14.  
  15.  
  16.  
  17.  
  18.                                 Second Edition
  19.  
  20.  
  21.  
  22.                                  Febuary 1994
  23. 2
  24.                                  INTRODUCTION
  25.  
  26.  
  27.  
  28.  
  29. The Servile Software membership database is a simple to use system for 
  30. recording and analysing club and society membership details. Very little 
  31. setting up is required, you should be up and running in just a few minutes.
  32.  
  33. The database offers a range of facilities which are selected from displayed 
  34. lists, called "menus".
  35.  
  36. ╔══════════════════════════════════════════════════════════════════════════════╗
  37. ║ Servile Software                 MAIN MENU                       Member V1.0 ║
  38. ╚══════════════════════════════════════════════════════════════════════════════╝
  39.                                                                                 
  40.                                                                                 
  41.                                                                                 
  42.                                                                                 
  43.                             ╔═════════════════════╗                             
  44.                             ║ Membership Details  ║                             
  45.                             ║ Membership Types    ║                             
  46.                             ║ General Letters     ║                             
  47.                             ║ Expiry Letters      ║                             
  48.                             ║ Birthday Letters    ║                             
  49.                             ║ Analysis Facilities ║                             
  50.                             ║ Manager Facilities  ║                             
  51.                             ║ Exit                ║                             
  52.                             ╚═════════════════════╝                             
  53.                                                                                 
  54.                                                                                 
  55.                                                                                 
  56.                                                                                 
  57.                                                                                 
  58. ╔══════════════════════════════════════════════════════════════════════════════╗
  59. ║                            Please Select Facility                            ║
  60. ╚══════════════════════════════════════════════════════════════════════════════╝
  61.                                  The Main Menu
  62.  
  63.  
  64.  
  65. Menu facilities are selected by pressing the return key when the desired 
  66. facility is highlighted. The highlight bar is moved by pressing the cursor up 
  67. arrow and cursor down arrow keys.
  68.  
  69. Operation of the database is quite straight forward, and you will probably 
  70. only need to refer to this documentation occassionaly.
  71.  
  72. 3
  73.                                MEMBERSHIP TYPES
  74.  
  75. Before you can enter any membership details, you must record details of the 
  76. different types of membership your club or society offers. This is done 
  77. through the "Membership Types" facility.
  78.  
  79.  
  80. ╔══════════════════════════════════════════════════════════════════════════════╗
  81. ║ Servile Software           ENTER MEMBERSHIP TYPES                Member V1.0 ║
  82. ╚══════════════════════════════════════════════════════════════════════════════╝
  83.                                                                                 
  84.                                                                                 
  85.                                                                                 
  86.  ╔═══════════════════════════════════════════════════════════════════════════╗  
  87.  ║             Type   Description                    Fee                     ║  
  88.  ╠═══════════════════════════════════════════════════════════════════════════╣  
  89.  ║             ORDIN  Ordinary                             5.00              ║  
  90.  ║             LIFE   Life                                25.00              ║  
  91.  ║             FULL   Full Member                         10.00              ║  
  92.  ║             EXEC   Executive                           15.00              ║  
  93.  ║             JUNIOR Junior                               2.50              ║  
  94.  ║             COMP   Complimentary                        0.00              ║  
  95.  ║                                                                           ║  
  96.  ║                                                                           ║  
  97.  ╚═══════════════════════════════════════════════════════════════════════════╝  
  98.                                                                                 
  99.                                                                                 
  100.                                                                                 
  101.                                                                                 
  102. ╔══════════════════════════════════════════════════════════════════════════════╗
  103. ║    Press RETURN to amend highlighted item, add new codes to bottom of list   ║
  104. ╚══════════════════════════════════════════════════════════════════════════════╝
  105. 4
  106.                               MEMBERSHIP DETAILS
  107.  
  108.  
  109. Membership details are recorded through the "Membership Details" facility.
  110. When you enter a block of NEW members, the membership fees charged are 
  111. remembered by the system. Upon leaving this facility a reminder of the total 
  112. monies taken, for this session is displayed. This figure only reflects the 
  113. most recent batch of membership details entered.
  114.  
  115. Various function keys are active in this facility.
  116.  
  117. Pressing F2 displays the next member's details.
  118. Pressing F3 displays the previous member's details
  119. Pressing F4 alows amendment of the displayed member's details
  120. Pressing F5 allows a new member's details to be added
  121. Pressing F6 allows a search to be made for a member
  122. Pressing F7 continues the last search
  123. Pressing ESC passes you back to the menu.
  124.  
  125. ╔══════════════════════════════════════════════════════════════════════════════╗
  126. ║ Servile Software            ENTER MEMBER DETAILS                 Member V1.0 ║
  127. ╚══════════════════════════════════════════════════════════════════════════════╝
  128.                                                                                 
  129.                                                                                 
  130.  ╔═══════════════════════════════════════════════════════════════════════════╗  
  131.  ║Code              000001              Name   John Smith                    ║  
  132.  ║Gender            M                                                        ║  
  133.  ║Address           25 Argyle Drive                                          ║  
  134.  ║                                                                           ║  
  135.  ║                                                                           ║  
  136.  ║Town              Basingstoke                                              ║  
  137.  ║County            Hampshire                                                ║  
  138.  ║Post Code         RG20 7GF                                                 ║  
  139.  ║Telephone         0256 56372                                               ║  
  140.  ║Fax                                                                        ║  
  141.  ║D.O.B.            01/01/70              Fee        5.00                    ║  
  142.  ║Type              ORDIN                 Ordinary                           ║  
  143.  ║Date Of Joining   01/01/94              Expiry Date         31/12/94       ║  
  144.  ╚═══════════════════════════════════════════════════════════════════════════╝  
  145.                                                                                 
  146.                                                                                 
  147. ╔══════════════════════════════════════════════════════════════════════════════╗
  148. ║ F2 Next   F3 Previous  F4 Amend  F5 New   F6 Search  F7 Continue   Esc Exit  ║
  149. ╚══════════════════════════════════════════════════════════════════════════════╝
  150. 5
  151.                                   MAIL MERGE
  152.  
  153. The Servile Software Membership Database offers comprehensive facilities for 
  154. sending standard letters to all or a subset of the membership. These "mail 
  155. merge" facilities are divided into three separate facilities; General letters, 
  156. Birthday Letters and Expiry Letters. General letters is a facility for sending 
  157. a standard letter to all or a subset of members based upon such criteria as; 
  158. membership type or gender. The birthday letters facility provides a 
  159. straightforward way to select members who have a birthday within a range of 
  160. dates. Similarly, the expiry letters allows members whose membership will 
  161. expire within a range of dates to be selected.
  162.  
  163.  
  164.  
  165. SELECTING MEMBERS FOR GENERAL LETTERS
  166.  
  167. To select members for general letters, the database presents you with a 
  168. screen similar to the membership details screen. You should fill in any 
  169. sections which you want in order to screen the membership. For example, you 
  170. might just fill in the "sex" section to select members of just one gender. Or 
  171. you might fill in the "type" section to select members of just one membership 
  172. type. You can fill in as many or as few sections as you wish. If you do not 
  173. fill in any, then the entire membership will be selected.
  174.  
  175. ╔══════════════════════════════════════════════════════════════════════════════╗
  176. ║ Servile Software               Select Members                    Member V1.0 ║
  177. ╚══════════════════════════════════════════════════════════════════════════════╝
  178.                                                                                 
  179.                                                                                 
  180.  ╔═══════════════════════════════════════════════════════════════════════════╗  
  181.  ║Code                                  Name                                 ║  
  182.  ║Sex               F                                                        ║  
  183.  ║Address                                                                    ║  
  184.  ║                                                                           ║  
  185.  ║                                                                           ║  
  186.  ║Town                                                                       ║  
  187.  ║County                                                                     ║  
  188.  ║Post Code                                                                  ║  
  189.  ║Telephone                                                                  ║  
  190.  ║Fax                                                                        ║  
  191.  ║D.O.B.              /  /                                                   ║  
  192.  ║Type                                                                       ║  
  193.  ║Date Of Joining     /  /                Expiry Date           /  /         ║  
  194.  ╚═══════════════════════════════════════════════════════════════════════════╝  
  195.                                                                                 
  196.                                                                                 
  197. ╔══════════════════════════════════════════════════════════════════════════════╗
  198. ║                           Enter Selection Criteria                           ║
  199. ╚══════════════════════════════════════════════════════════════════════════════╝
  200.                          Selecting ALL female members
  201.  
  202.  
  203. 6
  204. After all the mail merge member selections have been run, the database tells 
  205. you how many records (members) have been selected.
  206.  
  207. ╔══════════════════════════════════════════════════════════════════════════════╗
  208. ║ Servile Software                 Mail Merge                      Member V1.0 ║
  209. ╚══════════════════════════════════════════════════════════════════════════════╝
  210.                                                                                 
  211.                                                                                 
  212.                                                                                 
  213.                                                                                 
  214.                                                                                 
  215.                                                                                 
  216.                                                                                 
  217.               ╔═════════════════════════════════════════════════╗               
  218.               ║     51 RECORDS CREATED FOR MAIL MERGING         ║               
  219.               ║                                                 ║               
  220.               ║   Press A Key To Return To The Mail Merge Menu  ║               
  221.               ╚═════════════════════════════════════════════════╝               
  222.                                                                                 
  223.                                                                                 
  224.                                                                                 
  225.                                                                                 
  226.                                                                                 
  227.                                                                                 
  228.                                                                                 
  229. ╔══════════════════════════════════════════════════════════════════════════════╗
  230. ║                            Press a key when ready                            ║
  231. ╚══════════════════════════════════════════════════════════════════════════════╝
  232.               The Database reports the number of selected records
  233. 7
  234. EXPIRY LETTERS
  235.  
  236. Expiry letters are standard letters sent to all members whose membership 
  237. expires within a period decided by you. These could simply be reminder letters 
  238. to encourage those members to rejoin.
  239.  
  240. ╔══════════════════════════════════════════════════════════════════════════════╗
  241. ║ Servile Software               Select Members                    Member V1.0 ║
  242. ╚══════════════════════════════════════════════════════════════════════════════╝
  243.                                                                                 
  244.                                                                                 
  245.                                                                                 
  246.  ╔═══════════════════════════════════════════════════════════════════════════╗  
  247.  ║                                                                           ║  
  248.  ║                                                                           ║  
  249.  ║                                                                           ║  
  250.  ║                                                                           ║  
  251.  ║                                                                           ║  
  252.  ║                         After 01/02/94    Before 28/02/94                 ║  
  253.  ║                                                                           ║  
  254.  ║                                                                           ║  
  255.  ║                                                                           ║  
  256.  ║                                                                           ║  
  257.  ║                                                                           ║  
  258.  ║                                                                           ║  
  259.  ╚═══════════════════════════════════════════════════════════════════════════╝  
  260.                                                                                 
  261.                                                                                 
  262. ╔══════════════════════════════════════════════════════════════════════════════╗
  263. ║                         Enter range of expiry dates                          ║
  264. ╚══════════════════════════════════════════════════════════════════════════════╝
  265.                      Selecting Members For Expiry Letters
  266. 8
  267. BIRTHDAY LETTERS
  268.  
  269. Birthday letters are standard letters sent to all members who have a birthday 
  270. within a period decided by you. These could simply be birthday greetings.
  271.  
  272. ╔══════════════════════════════════════════════════════════════════════════════╗
  273. ║ Servile Software               Select Members                    Member V1.0 ║
  274. ╚══════════════════════════════════════════════════════════════════════════════╝
  275.                                                                                 
  276.                                                                                 
  277.                                                                                 
  278.  ╔═══════════════════════════════════════════════════════════════════════════╗  
  279.  ║                                                                           ║  
  280.  ║                                                                           ║  
  281.  ║                                                                           ║  
  282.  ║                                                                           ║  
  283.  ║                                                                           ║  
  284.  ║                         After 02/02/94    Before 02/02/94                 ║  
  285.  ║                                                                           ║  
  286.  ║                                                                           ║  
  287.  ║                                                                           ║  
  288.  ║                                                                           ║  
  289.  ║                                                                           ║  
  290.  ║                                                                           ║  
  291.  ╚═══════════════════════════════════════════════════════════════════════════╝  
  292.                                                                                 
  293.                                                                                 
  294. ╔══════════════════════════════════════════════════════════════════════════════╗
  295. ║                          Enter range of birth dates                          ║
  296. ╚══════════════════════════════════════════════════════════════════════════════╝
  297. 9
  298. PRINTING LETTERS
  299.  
  300. After selecting the member's to be sent a letter, you can print copies of the 
  301. letter to each selected member. You select the desired letter from the list 
  302. provided.
  303.  
  304. ╔══════════════════════════════════════════════════════════════════════════════╗
  305. ║ Servile Software               PRINT LETTERS                     Member V1.0 ║
  306. ╚══════════════════════════════════════════════════════════════════════════════╝
  307.                                                                                 
  308.                                ╔═══════════════╗                                
  309.                                ║ SELECT LETTER ║                                
  310.                                ║               ║                                
  311.                                ║ AGM.LET       ║                                
  312.                                ║ MEETING.LET   ║                                
  313.                                ║ RENEW.LET     ║                                
  314.                                ║ BIRTHDAY.LET  ║                                
  315.                                ║               ║                                
  316.                                ║               ║                                
  317.                                ║               ║                                
  318.                                ║               ║                                
  319.                                ║               ║                                
  320.                                ║               ║                                
  321.                                ║               ║                                
  322.                                ║               ║                                
  323.                                ║               ║                                
  324.                                ╚═══════════════╝                                
  325.                                                                                 
  326. ╔══════════════════════════════════════════════════════════════════════════════╗
  327. ║                                Select Letter                                 ║
  328. ╚══════════════════════════════════════════════════════════════════════════════╝
  329.                          Selecting The Letter To Print
  330.  
  331. 10
  332. EDITING LETTERS
  333.  
  334. Letters can be created and edited with either a word processor, or with the 
  335. built in mail merge editor of the database.
  336.  
  337. There are two types of text which can be included in the letter: fixed text 
  338. such as "Yours sincerely" and variable text which is derived from each 
  339. member's record, such as "<NAME>". Notice that variable text is entered 
  340. between angle brackets "< >" and is comprised of the name of a field or a 
  341. function. A field is a section from the membership record, a function is a 
  342. process carried out, such as "<DATE()>" which inserts the current date.
  343.  
  344. ╔══════════════════════════════════════════════════════════════════════════════╗
  345. ║ Servile Software                TEXT EDITOR                      Member V1.0 ║
  346. ╚══════════════════════════════════════════════════════════════════════════════╝
  347. ╔══════════════════════════════════════════════════════════════════════════════╗
  348. ║                                                                              ║
  349. ║                                                                              ║
  350. ║                                                                              ║
  351. ║                                                                              ║
  352. ║                                                                              ║
  353. ║                                                                              ║
  354. ║                                                                              ║
  355. ║                                                                              ║
  356. ║                                                                              ║
  357. ║                                                                              ║
  358. ║                                                                              ║
  359. ║                                                                              ║
  360. ║                                                                              ║
  361. ║                                                                              ║
  362. ║                                                                              ║
  363. ║                                                                              ║
  364. ║                                                                              ║
  365. ║                                                                              ║
  366. ║                                                                              ║
  367. ╚══════════════════════════════════════════════════════════════════════════════╝
  368. Editing GENERAL.LET                <F10> Field        I    Line: 1     Col: 0   
  369.                                Editing a letter
  370.  
  371. 11
  372. The database text editor uses Wordstar type command keys, such as "Ctrl y" to 
  373. delete the line containing the cursor, and "home" to move the cursor to the 
  374. start of the current line.
  375.  
  376. To insert a field, you may either type it in manually, or select the field 
  377. from a list presented when you press key F10. Move the highlight bar down the 
  378. list of fields with the cursor arrow keys to the desired field. There are too 
  379. many fields to display all at once, and subsequent fields are displayed when 
  380. the highlight bar is moved past the bottom of the list.
  381.  
  382. ╔══════════════════════════════════════════════════════════════════════════════╗
  383. ║ Servile Software                TEXT EDITOR                      Member V1.0 ║
  384. ╚══════════════════════════════════════════════════════════════════════════════╝
  385. ╔══════════════════════════════════════════════════════════════════════════════╗
  386. ║                               ╔═══════════════╗                              ║
  387. ║                               ║ SELECT FIELD  ║                              ║
  388. ║                               ║               ║                              ║
  389. ║                               ║ CODE          ║                              ║
  390. ║                               ║ NAME          ║                              ║
  391. ║                               ║ ADDRESS       ║                              ║
  392. ║                               ║ ADDRESS2      ║                              ║
  393. ║                               ║ AREA          ║                              ║
  394. ║                               ║ TOWN          ║                              ║
  395. ║                               ║ COUNTY        ║                              ║
  396. ║                               ║ POST          ║                              ║
  397. ║                               ║ TELEPHONE     ║                              ║
  398. ║                               ║ FAX           ║                              ║
  399. ║                               ║ TYPE          ║                              ║
  400. ║                               ║ JOINED        ║                              ║
  401. ║                               ║ EXPIRES       ║                              ║
  402. ║                               ║ DOB           ║                              ║
  403. ║                               ║ SEX           ║                              ║
  404. ║                               ╚═══════════════╝                              ║
  405. ╚══════════════════════════════════════════════════════════════════════════════╝
  406. Editing general.let                <F10> Field        I    Line: 1     Col: 0   
  407.                                Selecting A field
  408.  
  409.  
  410. 12
  411. ANALYSIS FACILITIES
  412.  
  413. The Servile Software Membership Database provides comprehensive analysis 
  414. facilities. These facilties are graphs and a print out of statistics. With 
  415. this information you can see at a glance the type of members who comprose your 
  416. membership, the distibution of age within the members &c.
  417.  
  418. ╔══════════════════════════════════════════════════════════════════════════════╗
  419. ║ Servile Software               ANALYSIS MENU                     Member V1.0 ║
  420. ╚══════════════════════════════════════════════════════════════════════════════╝
  421.                                                                                 
  422.                                                                                 
  423.                                                                                 
  424.                                                                                 
  425.                           ╔══════════════════════════╗                          
  426.                           ║ Graph Membership Type    ║                          
  427.                           ║ Graph Joining Months     ║                          
  428.                           ║ Graph Membership Levels  ║                          
  429.                           ║ Graph Membership Revenue ║                          
  430.                           ║ Graph Age of Members     ║                          
  431.                           ║ Graph Gender of Members  ║                          
  432.                           ║ Print Statistics         ║                          
  433.                           ║ Main Menu                ║                          
  434.                           ╚══════════════════════════╝                          
  435.                                                                                 
  436.                                                                                 
  437.                                                                                 
  438.                                                                                 
  439.                                                                                 
  440. ╔══════════════════════════════════════════════════════════════════════════════╗
  441. ║                            Please Select Facility                            ║
  442. ╚══════════════════════════════════════════════════════════════════════════════╝
  443. 13
  444. MANAGER FACILITIES
  445.  
  446. The Manager Facilities are a collection of special facilities that are of use 
  447. to the system manager. These include; purging details of members who have 
  448. left, clearing down at the end of the year and editing control data.
  449.  
  450. ╔══════════════════════════════════════════════════════════════════════════════╗
  451. ║ Servile Software             MANAGER FACILITIES                  Member V1.0 ║
  452. ╚══════════════════════════════════════════════════════════════════════════════╝
  453.                                                                                 
  454.                                                                                 
  455.                                                                                 
  456.                                                                                 
  457.                                                                                 
  458.                                                                                 
  459.                          ╔═══════════════════════════╗                          
  460.                          ║ Purge Expired Memberships ║                          
  461.                          ║ Year End Clear Down       ║                          
  462.                          ║ Control Data              ║                          
  463.                          ║ Main Menu                 ║                          
  464.                          ╚═══════════════════════════╝                          
  465.                                                                                 
  466.                                                                                 
  467.                                                                                 
  468.                                                                                 
  469.                                                                                 
  470.                                                                                 
  471.                                                                                 
  472. ╔══════════════════════════════════════════════════════════════════════════════╗
  473. ║                            Please Select Facility                            ║
  474. ╚══════════════════════════════════════════════════════════════════════════════╝
  475.                             The Manager Facilities
  476.  
  477.  
  478. 14
  479. Purging expired memberships removes all membership records where the membership 
  480. exires before today's date.
  481.  
  482. The year end clear down facility resets all membership records of joining and 
  483. expiry dates, and creates analysis information for the year just past.
  484.  
  485. The control data provides access to amend the five ranges for membership age 
  486. analysis.
  487.  
  488. ╔══════════════════════════════════════════════════════════════════════════════╗
  489. ║ Servile Software                CONTROL DATA                     Member V1.0 ║
  490. ╚══════════════════════════════════════════════════════════════════════════════╝
  491.                                                                                 
  492.                                                                                 
  493.                                                                                 
  494.   ╔══════════════════════════════════════════════════════════════════════════╗  
  495.   ║                       Range       Lower     Upper                        ║  
  496.   ║                                                                          ║  
  497.   ║                       Under 16      0        15                          ║  
  498.   ║                       16 to 21     16        21                          ║  
  499.   ║                       22 to 30     22        30                          ║  
  500.   ║                       31 to 50     31        50                          ║  
  501.   ║                       Over 50      51       999                          ║  
  502.   ╚══════════════════════════════════════════════════════════════════════════╝  
  503.                                                                                 
  504.                                                                                 
  505.                                                                                 
  506.                                                                                 
  507.                                                                                 
  508.                                                                                 
  509.                                                                                 
  510. ╔══════════════════════════════════════════════════════════════════════════════╗
  511. ║                              Enter Control Data                              ║
  512. ╚══════════════════════════════════════════════════════════════════════════════╝
  513.                              Editing Control Data
  514. 15
  515. Published By Servile Software
  516.  
  517. 5 Longcroft Close
  518. Basingstoke
  519. Hampshire
  520. RG21 1XG
  521. England
  522.  
  523. Telephone 0256 478576
  524.  
  525.          FULL SUPPORT IS AVAILABLE TO REGISTERED USERS 7 DAYS A WEEK!
  526.