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Text File  |  1992-08-15  |  9KB  |  203 lines
  1.                        Hel≡ Screeε Fo≥ Activitie≤ File  
  2.  
  3.                                  Overview
  4.  
  5. Thσ Activitie≤ filσ serve≤ │ purposes:
  6.  
  7. 1⌐á A≤ yo⌡ contac⌠  customer≤ ove≥ thσ phone¼á thσ screeε wil∞ identif∙á t∩ ì
  8. yo⌡á detai∞á informatioε oε tha⌠ customer a≤ sooε a≤ yo⌡ inpu⌠ thσá compan∙ ì
  9. namσá int∩á thσ Activit∙ screen¼á o≥ thσ firs⌠ fe≈ letter≤ oµá thσá compan∙ ì
  10. name« 
  11.  
  12. 2⌐  Iε you≥ absence¼ you≥ secretar∙ ma∙ bσ receivinτ inquirie≤ fo≥ you«  Iε ì
  13. thosσ case≤ wherσ thσ calle≥ alread∙ ha≤ ß recorΣ entereΣ int∩ thσ Customer ì
  14. file¼á you≥á secretar∙á wil∞ seσ al∞ oµ thσ detai∞ informatioεá abou⌠á tha⌠ ì
  15. customerá iε ▓ seconds«á  If¼á oε thσ othe≥ hand¼á tha⌠ inquir∙ i≤á froφá ß ì
  16. customerá no⌠á knowε t∩ you¼á you≥ secretar∙ wil∞ theε bσ ablσ t∩á ente≥á ß ì
  17. messagσ plu≤ somσ morσ detai∞ information¼á sucΦ a≤ name¼á address¼ anΣ zi≡ ì
  18. code« 
  19.  
  20. Thi≤á achieve≤á tw∩ objectives║á  a⌐  Yo⌡ o≥ you≥ secretar∙ caε inpu⌠á datß ì
  21. int∩ thσ Activit∙ filσ oε an∙ customer¼á regardles≤ oµ  whethe≥ o≥ no⌠ the∙ ì
  22. arσá alread∙ iε thσ Customer file«á b⌐ Message≤ takeε iε you≥ absencσá int∩ ì
  23. thσá 'NEWºá categor∙ wil∞ no⌠ bσ los⌠ bu⌠ wil∞ bσ groupeΣ togethe≥á iεá thσ ì
  24. activit∙ reports¼á witΦ thei≥ comment≤ anΣ phonσ numbers«á Iε thi≤ way¼ yo⌡ ì
  25. caε follo≈ u≡ oε al∞ inquirie≤ madσ iε you≥ absence¼ eveε iµ you≥ secretar∙ ì
  26. recordeΣ partia∞ messages.
  27.  
  28. 3⌐  Al∞ oµ thσ activities--botΦ incominτ inquirie≤ anΣ outgoinτ calls--wil∞ ì
  29. generatσ reports¼ sorteΣ b∙ name¼ dates¼ compan∙ name¼ comments¼ tha⌠ wil∞ ì
  30. hel≡ yo⌡ tracδ anΣ theε follo≈ u≡ oε thosσ calls.
  31.  
  32. Observσá tha⌠á iµ thσ customer i≤ alread∙ iε thσ Customer file¼á ßá lo⌠á oµ ì
  33. informatioε i≤ displayeΣ eithe≥ t∩ yo⌡ o≥ t∩ you≥ secretary¼á bu⌠ yo⌡ inpu⌠ ì
  34. onl∙á │ ne≈ item≤ pe≥ activity║á "COMMENTS"¼á "DAT┼ O╞ NEX╘ APPOINTMEN╘á O╥ ì
  35. COMMITMENT"¼áá anΣá  "HO╫á MUC╚á REVENUE/EXPENS┼á DI─á YO╒á INCU╥á O╬á THI╙ ì
  36. ACTIVITY".
  37.  
  38.                       ================================
  39.                       |           OPTION "C"          |
  40.                       |    Creating a Callback list   |
  41.                       =================================
  42.  
  43.  
  44. Thi≤ 'callbackº optioε i≤ ß specia∞ casσ oµ thσ AdΣ optioε oε thσá activit∙ ì
  45. men⌡á tha⌠á yo⌡ jus⌠ camσ from«á  I⌠ take≤ al∞ commitment≤ o≥á appointment≤ ì
  46. tha⌠ yo⌡ haΣ madσ fo≥ today¼ anΣ theε scroll≤ througΦ eacΦ recorΣ a≤ thougΦ ì
  47. yo⌡ haΣ entereΣ theφ onσ a⌠ ß timσ froφ thσ report║ 'Today'≤ Appointments'«  
  48.  
  49. I⌠á show≤á yo⌡ thσ commen⌠ froφ thσ activit∙ recorΣá wherσá yo⌡á originall∙ ì
  50. createΣá thσá futurσ commitmen⌠ tha⌠ resulteΣ iε today'≤á appointment«á  I⌠ ì
  51. theεá create≤á ß ne≈ activit∙ recorΣ fo≥ eacΦ oµ today'≤á appointment≤á anΣ ì
  52. wait≤ fo≥ yo⌡ t∩ ente≥ iε an∙ commen⌠ o≥ futurσ commitment.
  53.  
  54.  
  55. è                       ================================
  56.                       |           OPTION "A"          |
  57.                       |     ADDING A NEW RECORD       |
  58.                       =================================
  59.                                (A to Add  data)
  60.  
  61. T∩ understanΣ ho≈ t∩ adΣ ß recorΣ int∩ thσ activit∙ file¼á g∩ t∩ tutoria∞ ▓ ì
  62. iε PROGRAM.DOC/PROGRAM.REF«á   Iε brief¼á al∞ record≤ iε thσ activit∙á filσ ì
  63. arσá relateΣá t∩á record≤á iε thσ customer file«á  An∙ onσá recorΣá iεá thσ ì
  64. customerá filσ caε havσ multiplσ record≤ iε thσ activit∙ file«á   An∙á timσ ì
  65. yo⌡ attemp⌠ t∩ adΣ ß recorΣ int∩ thi≤ file¼á thσ prograφ wil∞ firs⌠ seσá iµ ì
  66. yo⌡á havσá ßá maste≥ recorΣ fo≥ tha⌠ activit∙ iε thσá customerá file«á  Thσ ì
  67. prograφá ha≤á one¼á exception¼á though║á  iµ yo⌡ ente≥ aε activit∙á witΦá ß ì
  68. compan∙á namσá oµá 'NEW'¼áá thσá prograφá allow≤á aεá unlimiteΣá numbe≥á oµ ì
  69. 'unattachedº activitie≤ iε thσ filσ witΦ thi≤ name«  
  70.  
  71.  
  72.                       ================================
  73.                       |           OPTION "G"          |
  74.                       | RETRIEVING AN EXISTING RECORD |
  75.                       =================================
  76.                              (G to GET/EDIT data)
  77.  
  78.  
  79. Oncσá yo⌡á understanΣ ho≈ t∩ retrievσ ß recorΣ usinτ thσ "Gó optioε iεá thσ ì
  80. Customerá file¼á theεá yo⌡ caε d∩ thσ samσ iε abou⌠ an∙ othe≥ par⌠á oµá thσ ì
  81. program«  
  82.  
  83. Observσá tha⌠ wheε yo⌡ searcΦ fo≥ ß recorΣ iε thσ Activit∙á file¼á yo⌡á arσ ì
  84. lookinτá fo≥ ß compan∙ name¼á usinτ thσ  "Só optioε withiε thσ "Góá screen«  ì
  85. Oncσá yo⌡ finΣ thσ record¼á yo⌡ havσ actuall∙ locateΣ thσ firs⌠ recorΣá  oµ ì
  86. al∞á oµ thσ Activit∙ record≤ unde≥ tha⌠ compan∙ name«á  T∩ theε looδ a⌠ thσ ì
  87. record≤ "behindó tha⌠ firs⌠ one¼á usσ thσ "Fó anΣ "Pó option≤ (ForwarΣá anΣ ì
  88. Prior⌐ t∩ fli≡ bacδ anΣ fortΦ t∩ seσ eacΦ record«  Al∞ activit∙ record≤ fo≥ ì
  89. an∙ onσ customer arσ groupeΣ togethe≥ b∙ date¼ theε timσ oµ message.
  90.  
  91.  
  92.                                ==============
  93.                                |  OPTION S: |
  94.                                ==============
  95.  
  96. Dail∙á Snapsho⌠ oµ Appointments«á  Thi≤ give≤ yo⌡ ß quicδ listinτá oµá you≥ ì
  97. appointment≤á fo≥á an∙á onσ day«á   Iµ yo⌡ haΣ entereΣ ß timσ fo≥á an∙á onσ ì
  98. appointment¼ theε tha⌠ appear≤ also.
  99.  
  100.  
  101.  
  102.  
  103.                                ==============
  104.                                |  OPTION 1: |
  105.                                ==============
  106.  
  107.  
  108. Calendar«á  Thi≤á wil∞ sho≈ yo⌡ thσ day≤ oµ thσ weeδ fo≥ an∙ ┤ weeδá perioΣ ì
  109. tha⌠ yo⌡ selec⌠ fo≥ thσ nex⌠ 2,00░ years«á  UseΣ fo≥ clarifyinτ day≤ oµ thσ ìèweeδ anΣ numeriπ day≤ oµ thσ montΦ wheε establishinτ appointments.
  110.  
  111.  
  112.  
  113.  
  114.                                ==============
  115.                                |  OPTION O: |
  116.                                ==============
  117.  
  118.  
  119.                      O  for Open or Pending Activities
  120.  
  121.  
  122. Thi≤á optioε give≤ yo⌡ thσ abilit∙ t∩ se⌠ asidσ activitie≤ int∩ ßá 'bucketº ì
  123. tha⌠ yo⌡ designatσ a≤ stil∞ opeε o≥ pending«á  Somσ activitie≤ ma∙ no⌠ havσ ì
  124. ßá futurσ commitmen⌠ datσ bu⌠ arσ unresolveΣ pendinτ somσ othe≥ follo≈á up«  ì
  125. Yo⌡á caεá thinδá oµ thesσ 'Openº activitie≤ a≤ existinτ iεá aεá  'Openºá o≥ ì
  126. 'Pendingº folder.
  127.  
  128. B∙ default¼á al∞ activit∙ record≤ arσ 'Closed'«á  Yo⌡ caε elec⌠ t∩ makσ an∙ ì
  129. singlσá activit∙á recorΣá 'Openº b∙ enterinτ thσ 'F10º ke∙á oεá eithe≥á thσ ì
  130. Activit∙á AdΣ o≥ Activit∙ Ge⌠ screen«á
  131.  
  132.  
  133.  
  134.  
  135.  
  136.                          Treatment of FAX numbers:
  137.  
  138. Thi≤ prograφ wil∞ carr∙ ove≥ you≥ FA╪ numbe≥ int∩ eacΦ activit∙ recorΣ a≤ ß ì
  139. visual convenience for you if you observe these steps:
  140.  
  141. 1)  Enter a 'FAX=' code into the comment line of the customer\client file.
  142. 2)  At the end of the FAX number, place a '/'.
  143.  
  144.  
  145. EacΦ customer\clien⌠ recorΣ ha≤ tw∩ line≤ fo≥ comments«á  Notσ tha⌠ yo⌡ caε ì
  146. placσ thσ 'FAX=º codσ int∩ eithe≥ line¼á iε an∙ placσ iε tha⌠ commen⌠ line«  ì
  147. Als∩á observσ tha⌠ casσ conventioε i≤ irrelevant«á  'FAX=º i≤ tha⌠ samσá a≤ ì
  148. 'fax='.
  149.  
  150. Let'≤á say¼á fo≥á example¼á tha⌠ you≥ customer\clien⌠ ha≤ ß FA╪á numbe≥á oµ ì
  151. (214)690-4782«  Yo⌡ woulΣ theε ente≥ thi≤ codσ int∩ thσ commen⌠ linσ oµ thσ ì
  152. customer/clien⌠ record:
  153.  
  154.                             FAX=(214)690-4782/
  155.  
  156.  
  157. Thσá prograφ wil∞ interpre⌠ thσ '/º a≤ thσ enΣ oµ you≥ FA╪ numbe≥ anΣá wil∞ ì
  158. theεá movσ ove≥ thi≤ phrasσ t∩ thσ beginninτ oµ eacΦ new activit∙ recorΣ:
  159.  
  160.                             FAX=(214)690-4782
  161.  
  162.  
  163.                    Treatment of duplicate Company Names:è
  164. Aε optioε exist≤ withiε thσ prograφ t∩ accommodatσ duplicatσ Compan∙ Names«  
  165.  
  166. Remembe≥ tha⌠ wheε yo⌡ ente≥ aε individua∞ namσ withou⌠ ß Compan∙ Name¼ thσ ì
  167. prograφá wil∞á creatσ ß Compan∙ Namσ consistinτ oµ 'firs⌠ plu≤ lastºá name«  ì
  168. Later¼á wheε yo⌡ prin⌠ labels¼á thσ labe∞ generato≥ wil∞ looδ t∩ seσ iµ thσ ì
  169. Compan∙á Namσ i≤ thσ samσ a≤ 'firs⌠ plu≤ lastº namσ anΣ wil∞ theε ski≡á thσ ì
  170. Compan∙á Namσ iε thσ label¼á thereb∙ freeinτ u≡ onσ linσ oµ thσá fivσá linσ ì
  171. label.
  172.  
  173. T∩á inser⌠ an∙ compan∙ namσ oµ you≥ choosinτ iε thi≤ skippeΣ line¼á observσ ì
  174. thσ followinτ logic:
  175.  
  176. 1⌐  Ente≥ ß 'DUPL=º codσ int∩ thσ commen⌠ linσ oµ thσ customer\clien⌠ file.
  177. 2⌐  A⌠ thσ enΣ oµ thσ duplicatσ name¼ placσ ß '/'.
  178.  
  179.  
  180. EacΦ customer\clien⌠ recorΣ ha≤ tw∩ line≤ fo≥ comments«á  Notσ tha⌠ yo⌡ caε ì
  181. placσ thσ 'DUPL=º codσ int∩ eithe≥ line¼ iε an∙ placσ iε tha⌠ commen⌠ line«  ì
  182. Als∩ observσ tha⌠ casσ conventioε i≤ irrelevant«á  'DUPL=º i≤ tha⌠ samσá a≤ ì
  183. 'dupl='.
  184.  
  185. Oncσ thσ prograφ sense≤ tha⌠ yo⌡ havσ entereΣ ß 'DUPL=º code¼á  tha⌠ entirσ ì
  186. namσ wil∞ bσ placeΣ int∩ thσ labe∞ iε thσ linσ wherσ thσ compan∙ namσ woulΣ ì
  187. havσ gonσ before.
  188.  
  189. Observσá tha⌠ thi≤ duplicatσ compan∙ namσ logiπ wil∞ als∩ worδ wheε yo⌡ arσ ì
  190. outputtinτ data«  Recallinτ thσ Maiε Prograφ Menu¼ optioε B:
  191.  
  192.                         "B)  Import or Output data"
  193.  
  194.  
  195. Oncσ yo⌡ selec⌠ 'Bº oε thσ Maiε Prograφ Menu¼ yo⌡ wil∞ theε seσ thσ 'Impor⌠ ì
  196. o≥á Outpu⌠ Datß Menu.º  Iµ yo⌡ selec⌠ option≤ 2¼á 3¼á 4¼á o≥á 5¼á theεá thσ ì
  197. duplicatσ compan∙ namσ logiπ wil∞ worδ witΦ thesσ selection≤ a≤ well.
  198.  
  199.             "2⌐  Outpu⌠ record≤ t∩ Wordstar/Mailmerge[TM]"
  200.             "3)  Output records to WordPerfect[TM] 4.2 or 5.0"
  201.             "4)  Output records to dBASE III [Reg. TM]"
  202.             "5)  Output records to Microsoft [Reg. TM] Word 4.0"
  203.