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Text File  |  1992-06-05  |  3KB  |  77 lines
  1.                                  Overview:
  2.  
  3. Thi≤ se⌠ oµ option≤ give≤ yo⌡ thσ abilit∙ t∩ se⌠ asidσ activitie≤ int∩ ß ì
  4. 'bucketº tha⌠ yo⌡ designatσ a≤ stil∞ opeε o≥ pending«  Somσ activitie≤ ma∙ ì
  5. no⌠ havσ ß futurσ commitmen⌠ datσ bu⌠ arσ unresolveΣ pendinτ somσ othe≥ ì
  6. follo≈ up«  Yo⌡ caε thinδ oµ thesσ 'Openº activitie≤ a≤ existinτ iε aε  ì
  7. 'Openº o≥ 'Pendingº folder.
  8.  
  9. Onσ examplσ woulΣ bσ ß checδ tha⌠ i≤ enroutσ t∩ you«  Anothe≥ examplσ i≤ ß ì
  10. proposa∞ tha⌠ ß persoε i≤ sendinτ t∩ you«  ┴ thirΣ examplσ woulΣ bσ aε ì
  11. estimate that you render to a customer.  
  12.  
  13. Thinδ oµ thσ time≤ wheε someonσ commit≤ t∩ somσ ac⌠ o≥ deliverablσ bu⌠ ì
  14. wherσ therσ i≤ n∩ follo≈ u≡ datσ oε you≥ part«  B∙ creatinτ thesσ ì
  15. activitie≤ anΣ theε designatinτ theφ a≤ 'Openº o≥ 'Pending'¼ yo⌡ caε ì
  16. isolatσ jus⌠ thosσ records«  A≤ eacΦ checδ o≥ proposal¼ fo≥ example¼ i≤ ì
  17. received¼ yo⌡ woulΣ marδ i⌠ ofµ a≤ 'Closed'¼ thereb∙ removinτ i⌠ froφ thσ ì
  18. 'Openº o≥ 'Pendingº folder«  Al∞ records¼ therefore¼ tha⌠ arσ stil∞ iε thσ ì
  19. 'Openº o≥ 'Pendingº folde≥ requirσ follo≈ u≡ t∩ resolve.
  20.  
  21. B∙ default¼ al∞ activit∙ record≤ arσ 'Closed'«  Yo⌡ caε elec⌠ t∩ makσ an∙ ì
  22. singlσ activit∙ recorΣ 'Openº b∙ enterinτ thσ 'F10º ke∙ oε eithe≥ thσ ì
  23. Activit∙ AdΣ o≥ Activit∙ Ge⌠ screen«  Oncσ thσ 'F10º ke∙ i≤ pressed¼ yo⌡ ì
  24. wil∞ seσ thi≤ messagσ oε thσ to≡ oµ thσ activit∙ record:
  25.  
  26.                                                                            
  27.     =======================  Open or Pending Activity ==================== 
  28.                                                                            
  29.  
  30.  
  31.  
  32.                                ==============
  33.                                |  OPTION 1: |
  34.                                ==============
  35.                  1)  Examine or modify Pending Activities    
  36.  
  37. Thi≤ selectioε wil∞ allo≈ yo⌡ t∩ browsσ througΦ al∞ oµ you≥ Opeε o≥ Pendinτ ì
  38. Activities«  Optionally¼ yo⌡ caε elec⌠ t∩ removσ an∙ onσ oµ theφ froφ thσ ì
  39. Opeε list« 
  40.                                                                            
  41. T∩ removσ aε activit∙ froφ thσ Opeε o≥ Pendinτ file¼ changσ OFF_O╬ t∩ 'T'«  ì
  42. DEL_DAT┼ i≤ thσ futurσ commi⌠ date¼ iµ any« T∩ proces≤ you≥ changes¼ ente≥ ì
  43. <ESC>«   DATE_SY╙ i≤ datσ oµ firs⌠ entry«  Iµ yo⌡ modif∙ COMMENT▒ anΣ closσ ì
  44. thσ record¼ thσ Activit∙ filσ i≤ updated«   
  45.  
  46.  
  47.                                ==============
  48.                                |  OPTION 2: |
  49.                                ==============
  50.                    2)  Create report for Open Activities      
  51.  
  52. Thi≤ repor⌠ wil∞ sho≈ yo⌡ thosσ Opeε o≥ Pendinτ Activitie≤ tha⌠ arσ lef⌠ ì
  53. afte≥ yo⌡ havσ gonσ througΦ selectioε 1.
  54.  
  55. è                               ==============
  56.                                |  OPTION 3: |
  57.                                ==============
  58.  
  59.                 3)  Restore ALL activity records to Closed     
  60.  
  61. Thi≤ optioε wil∞ restorσ AL╠ activit∙ records¼ curren⌠ selecteΣ category¼ ì
  62. t∩ ß 'Closedº condition.
  63.  
  64.  
  65.                                ==============
  66.                                |  OPTION 4: |
  67.                                ==============
  68.                  4)  Insert memo into reports:  [now Off]      
  69.  
  70.  
  71. Thi≤ optioε i≤ functionall∙ simila≥ t∩ thσ Maiε Prograφ Menu¼ Optioε 3¼ ì
  72. Custome≥ anΣ Activit∙ Reports¼ selectioε 6:
  73.  
  74.                  6)  Insert memo into reports:  [now Off]
  75.  
  76.  
  77.