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Text File  |  1993-06-11  |  11KB  |  282 lines
  1.  áá 
  2.                           Import or Output Data:
  3.  
  4.                                   Import:
  5.                    Import an ASCII "commß delimitedó file, 
  6.  
  7.                                   Output:
  8.      WordStar[TM]/MailMerge[TM]/WordPerfect[TM]/Microsoft [TM] Word 4.0
  9.        dBASE III [TM]/SBT [TM]/SourceMate [TM]/MagniFile/ASCII  Output
  10.                         Basica/Output Sequential File
  11.  
  12.                                  Overview:
  13.  
  14. Thesσ option≤ creatσ eithe≥ ß WordStar/MailMerge[TM]¼ ASCII¼ WordPerfect[TM]¼ ì
  15. MagniFile¼ o≥ dBAS┼ II╔ [TM▌ datß filσ usinτ thσ datß froφ you≥ maiε datß ì
  16. files«  Thσ newl∙ createΣ filσ end≤ iε thσ letters║ '.DAT'¼ .DEF'¼ '.SFº o≥ ì
  17. '.DBF'.
  18.  
  19. Iµ useΣ witΦ Wordstar[TM]¼ thσ .DA╘ filσ caε bσ useΣ t∩ prin⌠ forφ letter≤ iε ì
  20. MailMerge[TM]«  Al∞ characte≥ field≤ arσ  trimmeΣ oµ trailinτ blank≤ t∩ ì
  21. accommodatσ you≥ forφ letters«   Alonτ witΦ thi≤ datß file¼ thσ Wordsta≥  ì
  22. optioε create≤ thσ beginninτ oµ  you≥ forφ lette≥ anΣ put≤ i⌠ iε ß filσ ì
  23. endinτ iε thσ │ letter≤ '.DEFº (containinτ al∞ thσ MailMerge[TM▌ command≤ yo⌡ ì
  24. neeΣ a⌠ thσ star⌠ oµ ß forφ letter)« 
  25.  
  26. Iµ useΣ witΦ WordPerfect[TM]¼ thσ .S╞ filσ i≤ thσ 'Secondar∙ Fileº tha⌠ ì
  27. WordPerfec⌠ use≤ fo≥ mergσ letters¼  wherσ eacΦ fielΣ i≤ delimiteΣ witΦ ì
  28. CONTROL-R¼ anΣ eacΦ recorΣ i≤ delimiteΣ witΦ CONTROL-E.]
  29.  
  30. Iµ useΣ witΦ dBAS┼ II╔ [TM]¼ thσ '.DBFº filσ forma⌠ i≤ becominτ ß standarΣ ì
  31. datß filσ forma⌠ tha⌠ man∙ othe≥ program≤ arσ usinτ fo≥ thei≥ respectivσ datß ì
  32. impor⌠ function.
  33.  
  34. Wheε useΣ witΦ Microsof⌠ [Reg« TM▌ WorΣ 4.0¼ thσ '.DATº filσ contain≤ thσ ì
  35. datß o≥ record≤ tha⌠ thσ WorΣ 4.░ mergσ documen⌠ requires« 
  36.  
  37.  
  38.  
  39. Thesσ option≤  wil∞ allo≈ yo⌡ t∩ outpu⌠ thσ ke∙ field≤ iε you≥ maiε persoε ì
  40. filσ t∩ aε externa∞ tex⌠ filσ tha⌠ can¼ iε turn¼ bσ useΣ b∙ ß worΣ processo≥ ì
  41. t∩ creatσ 'boilerplateº o≥ forφ letter≤ fo≥ yo⌡ automatically.
  42.  
  43. BaseΣ oε you≥ selectioε criteria¼ iµ any¼ thσ prograφ wil∞ outpu⌠ thesσ ì
  44. fields║ 
  45.      Se° ID¼ Firs⌠ name¼ Greeting¼ Las⌠ name¼ Compan∙ Name¼ Address1/2
  46.               City¼ State¼ Zip, Zip4¼ Phonσ number¼ Comment≤ 
  47.  
  48.  
  49.                                ==============
  50.                                |  OPTION 1: |
  51.                                ==============
  52.  
  53.                              Selection Process:
  54.  
  55. A⌠ optioε 1¼ yo⌡ caε inpu⌠ u≡ t∩ ╖ searcΦ criteriß a≤ thσ basi≤ fo≥ èyou≥ worΣ processo≥ mergσ file║ 
  56.  
  57.              Las⌠ Name¼ Firs⌠ Name¼ Company¼ City¼ State¼ Zip,
  58.                                anΣ Comments.
  59.  
  60. Yo⌡ caε selec⌠ whethe≥ yo⌡ wan⌠ onl∙ thosσ record≤ t∩  bσ  selecteΣ  tha⌠  ì
  61. havσ al∞ oµ criteriß iε ever∙ recorΣ o≥ selec⌠ ou⌠  record≤ regardles≤ oµ thσ ì
  62. numbe≥ oµ  matche≤ madσ pe≥ record¼  a≤ lonτ a≤ a⌠  leas⌠ onσ matcΦ i≤ madσ ì
  63. iε an∙ onσ recorΣ tha⌠ i≤ selected.
  64.  
  65. Truσ  [o≥ T▌ mean≤ al∞ matche≤ havσ t∩ bσ madσ iε an∙ onσ recorΣ fo≥ i⌠  t∩ 
  66. bσ  selected«   Falsσ  [o≥ F▌ mean≤ tha⌠ a≤ lonτ a≤ onσ matcΦ i≤ madσ iε  ß 
  67. recorΣ i⌠ wil∞ bσ selected.
  68.  
  69.  
  70.  
  71.                          Search Criteria Selection:
  72.                                  Option 1:
  73.  
  74. Yo⌡ caε ente≥ an∙ word¼  phrase¼  o≥ codσ oε whicΦ t∩  basσ you≥ selection«  ì
  75. Iµ lef⌠ blank¼  al∞ record≤ wil∞ bσ selecteΣ out«   Iµ yo⌡ makσ aε entr∙ ì
  76. here¼  thσ prograφ wil∞ searcΦ througΦ thσ maiε persoε filσ anΣ  selec⌠ ou⌠ ì
  77. onl∙ thosσ record≤ tha⌠ mee⌠ you≥ searcΦ criteria.
  78.  
  79. [Notσ tha⌠ yo⌡ caε havσ u≡ t∩ ╖ differen⌠ code≤ o≥ phrase≤ entereΣ herσ anΣ ì
  80. al∞  record≤ wil∞ bσ pulleΣ whicΦ havσ an∙ onσ oµ theφ  o≥ an∙  combinatioε ì
  81. oµ them]
  82.  
  83.                                ==============
  84.                                |  OPTION 2: |
  85.                                ==============
  86.  
  87.                               2)  Other Output:
  88.  
  89. ┴ submen⌡ tha⌠ output≤ t∩ WordStar[TM]/MailMerge[TM]¼ ASCII¼ Microsof⌠ [TM▌ ì
  90. WorΣ 4.░ o≥ variablσ MagniFile«  Thi≤ men⌡ contain≤ it≤ owε Hel≡ screen.
  91.  
  92.  
  93.                                ==============
  94.                                ⁿ  OPTIO╬ 3║ |
  95.                                ==============
  96.  
  97.                    3)  Output records to WordPerfect[TM] 
  98.             [outputs into a 14 field, CONTROL-R delimited file]
  99.  
  100.                              fields outputted:
  101.       SEX,FNAME,GREETING,LNAME,PROSPECT,ADDRESS1,ADDRESS2,CITY,STATE
  102.                     ZIP,ZIP4,PHONE-1,COMMENT1,COMMENT2
  103.  
  104. Thσ .S╞ filσ i≤ thσ 'Secondar∙ Fileº tha⌠  WordPerfec⌠ use≤ fo≥ mergσ ì
  105. letters¼  wherσ eacΦ fielΣ i≤ delimiteΣ witΦ CONTROL-R¼ anΣ eacΦ recorΣ i≤ ì
  106. delimiteΣ witΦ CONTROL-E.]
  107.  
  108. Bσ surσ t∩ retrievσ thσ 'Secondar∙ Fileº int∩ WordPerfect¼ a⌠ whicΦ timσ ì
  109. WordPerfec⌠ wil∞ inser⌠ it≤ printe≥ codes«  Then¼ whilσ insidσ WordPerfect¼ ìèsavσ thσ filσ unde≥ tha⌠ samσ name«  A⌠ thi≤ point¼ thσ 'Secondar∙ Fileº wil∞ ì
  110. bσ usablσ fo≥ purpose≤ oµ mai∞ merging.
  111.  
  112.                            [Simila≥ t∩ optioε 8]
  113.  
  114.                                ==============
  115.                                |  OPTION 4: |
  116.                                ==============
  117.  
  118.                     4)  Output records to dBASE III [TM]
  119.  
  120.  
  121. WitΦ optioε 4¼ thσ '.DBFº filσ forma⌠ i≤ becominτ ß standarΣ datß filσ ì
  122. forma⌠ tha⌠ man∙ othe≥ program≤ arσ usinτ fo≥ thei≥ respectivσ datß impor⌠ ì
  123. function«  
  124.  
  125. B∙ default¼ thσ prograφ wil∞ outpu⌠ ß simplifieΣ versioε oµ thσ maiε persoε ì
  126. file«  Oncσ yo⌡ assigε ß namσ t∩ thσ dBAS┼ II╔ [TM▌ filσ yo⌡ arσ outputting¼ ì
  127. thσ structurσ oµ tha⌠ filσ is:
  128.  
  129. Field  Field Name  Type       Width    Dec
  130.     1  SEX         Character     19
  131.     2  FNAME       Character     20
  132.     3  GREETING    Character     20
  133.     4  LNAME       Character     20
  134.     5  PROSPECT    Character     40
  135.     6  ADDRESS1    Character     30
  136.     7  ADDRESS2    Character     30
  137.     8  CITY        Character     30
  138.     9  STATE       Character      2
  139.    10  ZIP         Numeric        5  < numeric representation of Zip codes
  140.    11  ZIP4        Numeric        4  < numeric representation of Zip+4 codes
  141.    12  ZIP_CH      Character      5  < character representation of Zip codes  
  142.    13  ZIP4_CH     Character      4  < character representation of Zip+4 codes
  143.    14  PHONE_1     Character     13
  144.    15  COMMENT1    Character     60
  145.    16  COMMENT2    Character     60
  146.    17  CATEGORY    Numeric        8
  147.    18  PRIORITY    Numeric        4
  148.    19  REFERBY     Character     30
  149.    20  FIRST_DATE  Character     10
  150.    21  TITLE       Character     35
  151.  
  152. ** Total **                     450
  153.  
  154. Thσ numeriπ zi≡ codσ field≤ dro≡ leadinτ zeros¼ whilσ thσ characte≥ one≤ adΣ ì
  155. theφ back.
  156.  
  157. Iµ yo⌡ invokσ thσ Selectioε Criteriß Men⌡ iε optioε 1¼ theε thσ prograφ wil∞ ì
  158. asδ yo⌡ iµ yo⌡ wisΦ t∩ outpu⌠ froφ thσ maiε persoε o≥ Activit∙ file«  Iµ yo⌡ ì
  159. selec⌠ thσ latter¼ theε thi≤ filσ i≤ outputted:
  160.  
  161.  
  162. Field  Field Name  Type       Width    Dec
  163.     1  SEX         Character     19è    2  FNAME       Character     20
  164.     3  LNAME       Character     20
  165.     4  PROSPECT    Character     40
  166.     5  ADDRESS1    Character     30
  167.     6  ADDRESS2    Character     30
  168.     7  CITY        Character     30
  169.     8  STATE       Character      2
  170.     9  ZIP         Numeric        5
  171.    10  ZIP_CH      Character      5
  172.    11  PHONE_1     Character     13
  173.    12  COMMENT1    Character    200
  174.    13  CATEGORY    Numeric        8
  175.    1┤  CALLBAC╦    Characte≥     1░ 
  176.    15  FIRST_DATE  Character     10
  177. ** Total **                     443
  178.  
  179.  
  180. Observσ tha⌠ ß callbacδ datσ appear≤ iµ an∙ onl∙ iµ yo⌡ havσ entereΣ ß datσ ì
  181. othe≥ thaε '01/01/1901º iε thσ Callbacδ fielΣ oµ thσ activit∙ record«   ì
  182. Wheneve≥ thσ prograφ see≤ '01/01/1901º iε thσ callbacδ fielΣ oµ thσ ì
  183. activity¼ theε i⌠ assume≤ tha⌠ yo⌡ havσ n∩ callbacδ anΣ doe≤ no⌠ outpu⌠ ì
  184. anythinτ int∩ fielΣ 1┤ above«  
  185.  
  186. Notσ als∩ tha⌠ FIRST_DAT┼ i≤ thσ datσ wheε thi≤ recorΣ wa≤ firs⌠ entereΣ ì
  187. int∩ thσ program.
  188.  
  189.                                ==============
  190.                                |  OPTION 5: |
  191.                                ==============
  192.  
  193. Thi≤ optioε wil∞ appenΣ record≤ directl∙ t∩ thσ SB╘ [TM▌ custome≥ file.
  194.       
  195.   
  196.                                ==============
  197.                                |  OPTION 6: |
  198.                                ==============
  199.  
  200. Thi≤ optioε wil∞ appenΣ record≤ directl∙ t∩ thσ SourceMatσ [TM▌ custome≥ ì
  201. file.
  202.  
  203.  
  204.                                ==============
  205.                                |  OPTION 7: |
  206.                                ==============
  207.  
  208.          "7)  Select date range [works with #2,3,4,5 8 and 9 only]"
  209.  
  210.  
  211. Optioε ╖ i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oε thσ option≤ t∩ Impor⌠ o≥ ì
  212. Outpu⌠ Data«  I⌠ default≤ t∩ thesσ dates:
  213.  
  214.    STAR╘ DAT┼ :'01/01/1901'
  215.    STO╨ DAT┼  :'12/12/2999º
  216.  
  217. Notσ tha⌠ thi≤ datσ rangσ selectioε wil∞ worδ onl∙ witΦ selection≤ #2¼ 3¼ 4¼ ìè5¼ 8¼ o≥ 9 oε thi≤ menu.
  218.  
  219.  
  220.  
  221.                                ==============
  222.                                ⁿ  OPTIO╬ 8║ |
  223.                                ==============
  224.  
  225.                    8)  Output records to WordPerfect[TM] 
  226.             [outputs into a 17 field, CONTROL-R delimited file]
  227.  
  228.                              fields outputted:
  229.       SEX,FNAME,GREETING,LNAME,PROSPECT,ADDRESS1,ADDRESS2,CITY,STATE
  230.        ZIP,ZIP4,PHONE-1,COMMENT1,COMMENT2,CATEGORY,PRIORITY,REFERBY
  231.  
  232. Thσ .S╞ filσ i≤ thσ 'Secondar∙ Fileº tha⌠  WordPerfec⌠ use≤ fo≥ mergσ ì
  233. letters¼  wherσ eacΦ fielΣ i≤ delimiteΣ witΦ CONTROL-R¼ anΣ eacΦ recorΣ i≤ ì
  234. delimiteΣ witΦ CONTROL-E.]
  235.  
  236. Bσ surσ t∩ retrievσ thσ 'Secondar∙ Fileº int∩ WordPerfect¼ a⌠ whicΦ timσ ì
  237. WordPerfec⌠ wil∞ inser⌠ it≤ printe≥ codes«  Then¼ whilσ insidσ WordPerfect¼ ì
  238. savσ thσ filσ unde≥ tha⌠ samσ name«  A⌠ thi≤ point¼ thσ 'Secondar∙ Fileº wil∞ ì
  239. bσ usablσ fo≥ purpose≤ oµ mai∞ merging.
  240.  
  241.                             [Similar to option 3]
  242.  
  243.  
  244.  
  245.                                ==============
  246.                                ⁿ  OPTIO╬ 9║ |
  247.                                ==============
  248.  
  249.                    9)  Output records to WordPerfect[TM] 
  250.             [outputs into a 20 field, CONTROL-R delimited file]
  251.  
  252.                              fields outputted:
  253.       SEX,FNAME,GREETING,LNAME,PROSPECT,ADDRESS1,ADDRESS2,CITY,STATE
  254.        ZIP,ZIP4,PHONE-1,COMMENT1,COMMENT2,CATEGORY,PRIORITY,REFERBY
  255.                              DATE,AMOUNT,TITLE
  256.  
  257. Thσ .S╞ filσ i≤ thσ 'Secondar∙ Fileº tha⌠  WordPerfec⌠ use≤ fo≥ mergσ ì
  258. letters¼  wherσ eacΦ fielΣ i≤ delimiteΣ witΦ CONTROL-R¼ anΣ eacΦ recorΣ i≤ ì
  259. delimiteΣ witΦ CONTROL-E.]
  260.  
  261. Bσ surσ t∩ retrievσ thσ 'Secondar∙ Fileº int∩ WordPerfect¼ a⌠ whicΦ timσ ì
  262. WordPerfec⌠ wil∞ inser⌠ it≤ printe≥ codes«  Then¼ whilσ insidσ WordPerfect¼ ì
  263. savσ thσ filσ unde≥ tha⌠ samσ name«  A⌠ thi≤ point¼ thσ 'Secondar∙ Fileº wil∞ ì
  264. bσ usablσ fo≥ purpose≤ oµ mai∞ merging.
  265.  
  266. 'DATEºá i≤ thσ datσ oµ origina∞ entr∙ int∩ thσ program«á  'AMOUNTºá i≤á thσ ì
  267. revenue/expensσ item.
  268.  
  269.                            [Similar to option 3]
  270.  
  271. è
  272.  
  273.                                ==============
  274.                                ⁿ  OPTIO╬ A║ |
  275.                                ==============
  276.  
  277.                                A) Import Data
  278.  
  279. Thσ Impor⌠ Datß Option≤ men⌡ give≤ yo⌡ choice≤ oµ 1▓ fielΣ o≥ 11▓ FielΣ ASCI╔ ì
  280. import¼  ASCI╔ 1│ fielΣ import¼  o≥ Dun'≤ [TM▌ ASCI╔ import.
  281.  
  282.