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Text File | 1995-10-19 | 108KB | 2,198 lines

============================= Note: ============================ This remarkable shareware program is creating a lot of excitement because it saves business people time and money. You will love this program! It combines unprecedented speed, power, and ease of use into one highly focused system. Try it before you buy! If you like the program, you can elect to become a registered user. If you don't like it, throw it away or erase it from your hard drive. There is no 'demo' version of the program. You have the full-blown system, into which you can begin inputting your data. After this note is the Table of Contents for the documentation for Mechanic's Scheduler [TM], then the documentation itself. As you browse through it, you'll observe the scope and power of this breakthrough program. Feel free to call me or to send E-mail. I am the author and will be happy to answer your questions. Paul Sax ACS P.O. Box 850427 Richardson, Texas 75085-0427 voice: (214) 690-6017 fax: (214) 690-4782 BBS: (214) 690-5819 E-mail: paulsax@aol.com Once you register this program, you will receive unlimited telephone or E-mail support, professionally printed documentation --over 200 pages!-- and the national zip code lookup file. My ten years of experience as a database designer will help make this program functional for you much quicker if you become registered and avail yourself over the telephone or through E-mail of my free insights into your particular application. 7,000 hours of my time have gone into development of this magnificent program (Hence, version '7'). I've been here for four years providing free telephone and E-mail support. For those of you who become registered, my program is a highly focused solution to some longstanding administrative or informational problem. Software updates and all support documents for this powerful tool are always available free to you at the high speed ACS Software BBS: (214) 690-5819. With this program, you have a clear path of migration into networks. The Local Are Network upgrade, if required, will operate in either a Peer-to-Peer or Client-Server network. Mechanic's Scheduler [TM] is not free or public domain software. The author owns the intellectual property, though the distributor or bulletin board where you acquired this program has had the physical possession of it. === The Paul Sax 30 day performance guarantee: === This program has always had a 30 day performance guarantee. Beyond the point of your registering this program, you have 30 days to evaluate the product. You are the best judge of whether or not this program works for you. If, in your eyes, the program has failed to deliver a level of performance during that 30 day period equal to its purchase price, then call or fax me within that 30 days and I'll refund your money that day. Under this plan, out of the first 1,000 customers who registered this program, six have asked for refunds. Mechanic's Scheduler [TM], Version 7.0 overview: a Windows [TM] 3.1/3.11 application program from ACS. Everything is on line! 230 pages of documentation, 60 context-sensitive on line Help screens Fast Search Capability Rolodex [TM] features Appointment Schedules and Graphics "Layer-in" ability: 99,999,999 layers of data All Reports fit into a Standard Briefcase! Be in control of your Customers. store up to one BILLION names, phone numbers, or appointments This program includes: Appointments, Commitments, Callbacks, Statements Revenues\Expenses, Collections, Graphics, Free-form data search, Rolodex [TM] features, Labels management, and Reports! Labels management menu provides 16 options for you, will recognize 14 different size labels, handles U.S., Canadian, Australian, and British labels, and performs U.S. Postal Service 3rd Class Bulk Mail sorting. With a built in intelligent Telephone\Speakerphone Dialing System, that dials all of your phone calls for you and tells you if they are local, local toll, long distance, long distance toll, or international and can output up to 20 follow on codes after dialing long distance. Stores and dials up to one BILLION phone numbers for you. Links into SBT [TM] and SourceMate [TM] customer files, as well as Junior and Senior Loose-Leaf Day-Timers [TM]. Contains a built-in proposal and invoice generator. and can time and cost your activities as well as automatically create summary or detail statements to reflect amount owed for activities or consultations. This program standardizes your contact with Customers\Customers\Patients or Clients and converts forgotten verbal commitments into a focused, daily appointments and callback list that nets you extra business! Retrieve activities by word or phrase, and has built in word processor for every record in the Rolodex [TM] file. To become a registered user for this software, go to the Main Program Menu, Other Options Menu. Select option 6, Register Software Mechanic's Scheduler [TM], Version 7.0 Table of contents [Note that the tutorials and this Table of contents are contained in 'PROGRAM.DOC'. All appendices are contained in 'PROGRAM.REF', the reference guide accessible from within the Other Options Menu] User License Agreement................................................. Installation and Help Screens.......................................... Tutorial 1: Creating 1 new record in the Customer File, then adding 2 records into the Activity File.............. Tutorial 2: Creating expense reports from those 2 activities........... Tutorial 3: Creating appointment schedules............................. Tutorial 4: Search through data........................................ Tutorial 5: Overview of the 'Layer-in' concept......................... Service Agreement............................................Appendix A [unlimited FREE support to Registered Users!] Other new features: Generating Proposals/Invoices...........Appendix B Importing Foreign Data.......................................Appendix C [structure of Customer file] Modifying the Labels.........................................Appendix D Procedures for Foreign records and labels....................Appendix E with special programming for addresses in: Canada, Australia, Israel and Great Britain! Time and Billing Stopwatch subsystem.........................Appendix F [time and bill every activity, with up to 9 labor rates] Notes on multiple contacts within one company................Appendix G [program must have one unique record for every customer] Base Station/Remote Site Consolidation feature...............Appendix I Import or Output Data........................................Appendix J ASCII Import WordStar[TM]/MailMerge[TM]/WordPerfect[TM]/Microsoft [TM] Word 4.0 dBASE III [TM]/SBT [TM]/SourceMate [TM] Output/Dun's [TM] Mechanic's Scheduler [TM], Version 7.0 Table of contents [continued] Contents Pages Overview of Memo Options: Every customer and activity record has its own word processor! Customer Memo..........................................Appendix K-I Activity Memos........................................Appendix K-II Quick Memo [TM].......................................Appendix K-III Establish system-wide values for Quick Memo [TM].......Appendix K-IV Labels Menu: 13 options that give you control over your data............Appendix L Select from ten different label sizes! Automatic Statements [used for billings or collections]......Appendix M Print functions offered in memos and VIEW.TXT................Appendix N Create your own industry-specific Help/Data Screen...........Appendix O Automatic Data Back-up upon exiting the program..............Appendix P Using the CALLBACK feature in the Activity file..............Appendix Q ['Stack' and 'Point and Shoot' processing options] Consolidating Multiple Categories in your reports............Appendix R Statement of Principles from its author......................Appendix S Assigning priorities to Customers............................Appendix T Installation Procedures Menu.................................Appendix U Economic Value of the Portfolio of Customers.................Appendix V Quick Label [TM]: Accessing the power of the Labels Management Menu..........Appendix W Automatic Telephone Dialing System:..........................Appendix X Output/Translate to 1-2-3 Lotus (C)..........................Appendix Y [structure of the Customer and activity files] Create your own fields.......................................Appendix Z [track and retrieve data using your unique industry-specific codes!] Act Now! [TM]..............................................Appendix A-1 [create 'Activity Now' from Customer File automatically] Logic behind Comments/name/city selection..................Appendix A-2 [select out records in 8 different places in program] Mechanic's Scheduler [TM], Version 7.0 Table of contents [continued] Contents Pages Foreign resellers and distributors.........................Appendix A-3 Foreign Credit Card Registration...........................Appendix A-4 [how to register this program if you are outside of U.S.A. or Canada] Automatically Create Future Activities.....................Appendix A-5 User Beware !..............................................Appendix A-6 [Tips for database survival] Selection Criteria Menu....................................Appendix A-7 [Select out records by characters, values, or 'tag'] An Alternate Strategy for creating Invoices or Proposals from memos in the Activity files:.....................Appendix A-8 3rd Class Bulk Mail sorting................................Appendix A-9 [reduce your mailing charges] The Flash Report [TM] .....................................Appendix A-10 Quick Stats [TM]...........................................Appendix A-11 'Background' Options.......................................Appendix A-12 Fast Runner [TM] Options...................................Appendix A-13 Open or Pending Activities.................................Appendix A-14 [unfinished or unresolved activities go into 'bucket'] General reports available to you...........................Appendix A-15 [16 selections in the Customer File; 9 in the Activity File] Potential problems with DOS 'Environment' space............Appendix A-16 Outgoing FAXES.............................................Appendix A-17 [Generating & Transmitting FAXES from this program] 'View' or search options available in Customer file........Appendix A-18 [six 'views' in Get screen; includes phonetical searches] If the program asks you to re-register.....................Appendix A-19 Day-Timers [TM]............................................Appendix A-20 [Output to Senior or Junior Loose-Leaf continuous forms] Mechanic's Scheduler [TM], Version 7.0 Table of contents [continued] Contents Pages Inserting Memos into reports...............................Appendix A-21 Logic and treatment of 'Salutation' field..................Appendix A-22 Customer Detail File.......................................Appendix A-23 [A miniature 12 field database within the program] Zip Code & Area Code look up features......................Appendix A-24 -- Reduce data entry time, while increasing accuracy -- Time zone look up feature..................................Appendix A-25 Add-on interest............................................Appendix A-26 Alternate Phone Number Options.............................Appendix A-27 [20 additional phone numbers per Customer] Background FAX option......................................Appendix A-28 Auto Merge Letters and Faxes...............................Appendix A-29 Registered trademarks used in this program: Lotus 1-2-3 (C) is a registered trademark of Lotus Development Corp. Rolodex [TM] is a registered trademark of Rolodex Corporation WordPerfect [TM] is a registered trademark of WordPerfect Corporation Microsoft [TM], Windows [TM], and Word 4.0 are registered trademarks of Microsoft Corporation dBASE III [TM] is a registered trademark of Ashton-Tate. SBT [TM] is a registered trademark of SBT Corporation SourceMate [TM] and AccountMate are registered trademarks of SourceMate Information Systems, Inc. CompuServe [TM] is a registered trademark of CompuServe Incorporated. Avery [TM] is a registered trademark of Avery Corporation Day-Timer [TM] is a registered trademark of Day-Timers, Inc. Trademarks used in Mechanic's Scheduler [TM]: WordStar [TM] is a trademark of MicroPro International dBXL [TM] is a trademark of WordTech Systems, Inc. The Norton Utilities, UnErase, Format Recover, and Speed Disk are trademarks of Peter Norton Computing Incorporated. Mechanic's Scheduler [TM] is a trademark of Paul Sax and ACS Quick Label [TM] is a trademark of Paul Sax and ACS Quick Memo [TM] is a trademark of Paul Sax and ACS Act Now! [TM] is a trademark of Paul Sax and ACS The Flash Report [TM] is a trademark of Paul Sax and ACS Quick Stats [TM] is a trademark of Paul Sax and ACS Fast Runner [TM] is a trademark of Paul Sax and ACS Workstation on a Disk [TM] trademark of Paul Sax and ACS Automenu [TM] and Magee Enterprises logo are trademarks of Magee Enterprises ARCA 1.29, Copyright (c) 1986,1987, Wayne Chin and Vernon D. Buerg. ALL RIGHTS RESERVED. ARCE 4.0c, Copyright (c) 1986-89, Wayne Chin and Vernon D. Buerg. ALL RIGHTS RESERVED. PKUNZIP Copyright PKWARE, Inc. Trademarks used in Mechanic's Scheduler [TM]: [continued] This program includes zip code data developed by Action Plus Software, (801) 572-3303 LHA version 2.12, Copyright (c) Haruyasu Yoshizaki, 1988-91 Within this program, LHA.EXE is renamed LHARC.EXE Rediform [TM] is a trademark of Rediform Office Products. Dun's [TM] and Dun's Direct Access [TM] are trademarks of The Dun & Bradstreet Corporation. All sample data contained in 'SAMPLDUN.TXT' is property of The Dun & Bradstreet Corporation. MTEZ [TM] is a registered trademark of MagicSoft, Inc. CASSEND.ASM and CASSEND.EXE are Copyright MagicSoft, Inc., 1991 CAS (Communications Applications Specification) [TM] is a registered trademark of Intel Corporation and Digital Communications Associates, Inc. cPrint [TM], Program Printing Utility, rev 9.0, is a registered trademark of Daniel Doman. ACS User License Agreement: ACS, P.O. Box 850427 Richardson, TX 75085 You may: March 1, 1987 a. Use the program on a single microcomputer on which the package was designed to operate. b. Copy the documentation or object code in whole and distribute it to any other user who wishes to evaluate this software prior to their becoming a Registered User. c. Become a Registered User by paying for this with a credit card for the current asking price, as shown on the program screen, to ACS. Warranty Disclaimer: Limitation of Liability Limit of Liability: ACS shall have no liability or responsibility to you, the customer, or any other person or entity with respect to any liability, loss, or damage caused or alleged to be caused directly or indirectly by the ACS Mechanic's Scheduler [TM] tracking system provided by ACS, including, but not limited to interruption of service, loss of business or anticipatory profits or consequential damages resulting from the use or operation of ACS Mechanic's Scheduler [TM]. ACS makes no warranty, express or implied, with respect to the enclosed documentation, including, without limitation, any user's manual, reference manual, software program, or software disks, or their performance, merchantability, or fitness for any particular purpose. "The Paul Sax/ACS 30 day performance guarantee" applies to the purchase price of the software and does not have any effect on this limitation of Liability. Proprietary Notice: This document and the software described herein are the proprietary and trade secret information of ACS. They have been provided pursuant to this agreement containing restrictions on its use. The program documentation, program design, and design of program screens are also protected by federal copyright and trademark law. None of these items may be incorporated into any other program or programs, in part or whole, without the express prior written permission of ACS. Trademarks: Mechanic's Scheduler [TM], Quick Label [TM], Quick Memo [TM], Act Now! [TM], The Flash Report [TM], Fast Runner [TM] and Quick Stats [TM] are trademarks of ACS. Service: All service and user support are provided as per the ACS Service Agreement. Acknowledgment by user and acceptance of liability: You acknowledge that you have read this agreement and understand it and agree to be bound by its terms and conditions. You further agree that it is the complete and exclusive statement of the agreement between us which supersedes any proposal or prior written agreement, oral or written, and any other communications between us relating to the subject matter of this agreement. Installation: Instructions for Installing this program. To install this Windows [TM] program using the Run Command: Choose Run from the File menu in Program Manager or File Manager. The Run dialog box will appear. Please enter this text into the dialog box: SETUP -----------------Help Screen------------------- Most of the menus have a HELP option. To access these, just push the "H" key (no quotes, no [RETURN] key). By using your arrows and [Pg Up], [Pg Dn] keys, you can move around the HELP file. When you are finished looking at the HELP screen, enter [ESC] to return to the main program menu. One menu may branch down to a number of other menus. Think of these as branches on a tree. Regardless of how far down the tree you go, you can always return to the next higher level by typing an "R" or 'Escape'. By typing an "R" or 'Escape' repeatedly, you can always return back to the beginning, the Main Program Menu. Tutorial One: Creating one new record in the Customer File, then enter two records into the Activity file tutorial 1 Here is the Main Program Menu, the first one you see when you first invoke Mechanic's Scheduler [TM]: ============================================================================= Mechanic's Scheduler [TM]: Main Program Menu | | 1) Customer File | 2) Activities 3) Reports 4) Revenue/Expense 5) Other Options 6) Search Through Data 7) Appointments 8) Select Category 9) Consolidation A) Your Help/Data screen B) Import or Output data C) Economic Value D) Future Activities E) Fast Runner | F) Auto Merge | X) Exit | ============================================================================= With Mechanic's Scheduler [TM] you can relate activities to the Customer File, such as phone calls to customers or inquiries from customers. From the activities are created future appointments, reports for customers and activities, and revenue/expense reports. The purpose of these tutorials will be to show you how the Customer file integrates with the Activities file and how reports and revenue/expense summaries are generated from them within Mechanic's Scheduler [TM]. ============================================== | Adding a Record to the Customer File | =============================================== Let's say that you acquired the business card, below, from someone at a recent trade show. Business Card: ----------------------------------------------------------- | | | | | Paul Sax, ACS | | PO Box 850427 | | Richardson, TX 75085 | | | | | | Phone: (214) 690-6017 | | | ------------------------------------------------------------ On the back of this card is scribbled the note: "Sells to OEMs only." To bring this into Mechanic's Scheduler [TM], go to the Main Program Menu, then invoke '1' for the Customer File. You will then see: ============================================================================= Customer File | ------------------- | ---------------------------------------------------------- | | 8:23:03am | |--------------------------------------------------------| | | | A to ADD data | | | | G to GET data | | | | L for LABELS | | | | H for Help | | | | R to Return | | | | | | | ---------------------------------------------------------- | ============================================================================ Enter an 'A'. You will see the blank screen as below. ============================================================================= Date of entry: | Name of contact: Addressed as (Mr., Ms., Miss or Mrs.) :Mr. | First Name : Last Name : | Full Company name of Customer : -- Address of Customer -- Salutation: Address1 : Title: Address2 : City :Dallas State TX Zip Code [Zip+4] 0- 0 Phone Number :(214)000-0000 Comment one : Comment two : Referred by: Priority, if any: 0 | Category Selected 1 | Economic Value: 0.00 | ============================================================================= You can add data into this screen just by moving your cursor around. After you have finished entering data, hit the 'ENTER' or 'RETURN' key enough times so that you go to the end of the screen. You will then automatically move to the next screen. In this manner, you can enter one screen (or record) after the other. If you want to stop entering data, leave this field blank that says: Full Company name of Customer : This field is important because the program keeps track of each record by the name that you enter here. Later on, when you want to search for an existing record, you have to enter the name that you had originally entered. Anyway, enter the data from the business card that you saw earlier. Make sure that you enter 'ACS' for 'Full Company name of Customer'. The program uses this item to search for other data. When you come to the field named 'Comment one:', enter the handwritten comment written on the back of the card: "Sells to OEMs only". Later on, you can search for any of the keywords, such as "OEM" or "Sells". You would do this from the Main Program Menu, Search Through Data option. For now, just enter the text as shown, then push the [RETURN] key enough to go to the bottom of the screen or 'PgDn'. When you are finished, you will see this on the bottom of the screen. '1' to go to next record; '2' to create a new memo for this record, Enter a '3' for Quick Label [TM]; '4' to 'ACT NOW!', Activity Now When you push the [RETURN] or [ENTER] key again, you will see another blank screen. The program assumes you are finished entering records when you leave this field blank: Full Company name of Customer : Since you are now looking at a blank record, push the [RETURN] key enough times to go to the bottom of the screen, or, as a short cut, hold down these two keys at the same time: [CONTROL] [C], or enter 'PgDn' on the numeric keypad. This has the effect of 'flipping' to the bottom of the screen during data entry or edit. This is true wherever you are in the program. Once you are finished entering data, you will again see: ============================================================================= Customer File | ------------------- | ---------------------------------------------------------- | | A to ADD data | | | | G to GET data | | | | L for LABELS | | | | H for Help | | | | | R to Return | | ---------------------------------------------------------- | ============================================================================ Now go to the "G" option. You should see: ============================================================================= Date of entry: 04/15/1986 Name of contact: Addressed as (Mr., Ms., Miss or Mrs.) :Mr. First Name :John D. Last Name :Cauble, Jr. Full Company name of Customer : Accounting & Tax Service -- Address of Customer -- Salutation: John D. Address1 :11056 Shady Trail Title: Address2 :Suite 101 City :Dallas State TX Zip Code [Zip+4] 75229- 0 Phone Number :(214)357-5454 [CST:U.S.A.] Comment one :He is the accountant who does some work for Lolir Lectronics Comment two :(also call (214) 357-5461) Referred by: Priority, if any: 0 -- Function Keys: -- Category Selected 1 F1 = Background F7 = Flash Report Economic Value: 17000.00 F2 = MagniFile F8 = Dial Phone Enter N for Next, P for Previous F3 = Quick Label F9 = Hang up Phone S for Search, M for more commands F4 = Memo F10 = Detail File Return to Exit F5 = More names ALT F1 = More Phones F6 = Act Now ALT F2 = Tag/Untag ============================================================================= This is the screen that you saw a second ago, but with some other commands at the bottom left: Enter N for Next, P for Previous S for Search, M for more commands Return to Exit This means that if you enter an "S", you can search for a record. If you enter an "N", you will go to the next record in the file. If you re-enter a "P", you will go back one record, to the prior one. For now, enter 'S'. Once the Search option is selected, you will see these view or search options: "1) Search by Company Name" "2) Search by First Name" "3) Search by Last Name" "4) Search by Phone Number" "5) View or search by Zip Code" "6) View or search by Category" "7) Search on Referred by" The 'S' option gives you the ability to look at the Customer file in any one of these 'views' or search criteria: Once you select your 'view,' then all records are stacked or ordered in that sequence. If, for example, you select the last name 'view', then after you search and locate one record, all records before and after that one will be ordered alphabetically by last name. For now, please enter the single character '1', the default, to "Search by Company Name". After you have indicated your 'view' or search preference, a blank screen will appear, with this highlighted field: Full Company name of Customer : Enter the letters 'ACS', followed by a [RETURN]. The program should show you the record for the company whose information you entered earlier from the business card. Observe on the bottom right of the screen: F6 = Act Now 'F6' means Act Now, or Activity Now. By your entering 'F6', you would branch into the activity file. This program makes a distinction between information that does not change and data that is dynamic or changing. The Customer file contains static or unchanging info. Into the Activity file goes the dynamic or changing data. Think of the Customer file as you would a stack of business cards. It contains generalized knowledge, such as names and addresses, as well as any terms or codes specific to your industry. The Activity file, on the other hand, holds telephone conversions, presentations, or the progress of any future callbacks and commitments you would make. It also acts as a tickler file for future events. In any case, at the 'ACS' record, please enter 'F6' to create the first activity record. Once you have entered 'F6', you will see a new activity record. Part of it is filled in, part still left blank. For now, observe that you can add these 3 items: Comments : (up to 200 characters) Next Appointment: <=====leave the default date alone unless you have an appointment. Revenue/Expense: On this activity, let's enter the following: ============================================================================ Comments: "Show demo at 9am for modem 212A." | | | Next Appointment::"12/10/1988" <=====do not use any quotes | | Revenue/Expense:"50" | ============================================================================ After you have entered the information about ACS, you will see the following lines appear on the bottom of your screen: To branch to Memo Options Menu, enter '1'. To make activity 'Open' enter '2'. To abort, enter a '3'. To accept record & return to prior menu, enter a '0'. Selection '1', if selected, allows you to enter an additional 15,000 characters in the Memo. Any text you enter into the Memo field becomes permanently attached to that activity. Each activity record, in turn, contains a unique activity memo. If you enter a "3" (without the quotes), then this entire record is forgotten. Otherwise, this activity record is appended to the Activity file. If, for any reason, this activity is incomplete, then you could enter "3" to abort it. Unfinished phone calls are one example of these incomplete activities. In any case, please enter '0', the default value, to accept this activity record. After you have accepted the activity record, you should be back at the 'ACS' record in the Customer file from which you created the activity with 'F6' just now. To verify if you have created the activity, enter 'F7' for Flash Report. Flash Report will display to you all associated activity records for the person. The most recent activity will appear first. If, for example, you have entered 50 activities for that person over the last three years, then you will be looking at all of those activities, and can scroll up or down to see the entire listing of comments that you had entered at the time you originally created the activity. As you enter 'F7' for this record, 'ACS', you will see the Flash Report for this one customer. In this case just one record exists, the one you just entered. After you have seen this, please enter 'ESC' to exist flash report. Once back to the 'ACS' customer record left from, please enter 'F6' again to create a second activity. This time, please enter this info for the second one: ============================================================================ Comments: "Mail product literature and check back with person | on Thursday." | | | | Next Appointment::"12/15/1988" <=====do not use any quotes | | Revenue/Expense:"35" | ============================================================================ When you are finished entering these values, enter [RETURN] enough times so that you return back to the menu for the Activity file or 'PgDn'. Now that you have come back to the 'ACS' record in the Customer file that you just came from. Please push the 'ENTER' key once to return to the Customer file menu of selections: A to Add G to Get L for Labels R to Return At this menu, enter either 'R' or 'ESC' to return to the prior screen, the Main Program Menu. Later on, as you wish to search for any comment you entered into either the Customer or Activity files, you can go to the Main Program Menu and invoke Option 6: 6) Search Through Data Once that search has identified the activity record in which that word or group of characters has occurred, it will display the full comment and customer name to you for each occurrence. Observe also that if you enter an appointment into this screen, a whole set of appointment schedules is available to you from the Main program Menu, Option 7: 7) Appointments Also, any Revenue/Expense item you enter for this customer or any other customer can be summarized later, for any period of time, with this option at the Main Program Menu, option 4: 4) Revenue/Expense This tutorial has shown you how to add records into the Customer file, and then later to add records into the Activity File as well. You have created two activities records for 'ACS', each with following comments, Revenue/Expense items, and future appointments: Future Activity Comments: Revenue/Expense: Appointments: #1 "Show demo at 9am for modem 212A." $50 12/10/1988 #2 "Mail product literature and 35 12/15/1988 check back with person on Thursday." Observe that you did very little data entry for each activity, even though a lot of detail information was presented to you about each customer-- information that you input only once into the Customer file! Tutorial Two: Creating Revenue/Expense reports from the two records entered into the Activity file in Tutorial 1: tutorial 2 ============================================== | Generating Financial | | reports from | | the 2 records | | that you added to the Activity | | File | =============================================== From the Main Program Menu, you should see this screen: ============================================================================= Mechanic's Scheduler [TM]: Main Program Menu | | 1) Customer File | 2) Activities 3) Reports 4) Revenue/Expense 5) Other Options 6) Search Through Data 7) Appointments 8) Select Category 9) Consolidation A) Your Help/Data screen B) Import or Output data C) Economic Value D) Future Activities E) Fast Runner | F) Auto Merge | X) Exit | ============================================================================= Select option '4', Revenue/Expense. You should then see this menu: ============================================================================= | Start Date Revenue/Expense Summary Menu End Date | --------------- --------------------- ---------------- | | 01/01/1901 | | Please Choose One | | 12/12/2999 | --------------- --------------------- ---------------- 1) Start/stop date 2) Customer summarized 3) Summarize and Post 4) Report 5) Statements 6) Add-on interest [ now Off] H) for Help R) to Return Return to prior menu Date of most recent posting: 01/01/1901 | Customer to be summarized: ALL | | ============================================================================= Now select option 3. You should then see the following items on the screen: (Some of them are from Test Data.) ============================================================================= Updating all of the records in the Customer File | zeroing out summary and counter fields. | All detail Revenue/Expense records from the Activity File | ACS, Category is : 1 $ 50.00, occurred on 07/13/86 <======These 2 dates are when you first $ 35.00, occurred on 07/13/86 entered the records Total Revenue/Expense= $ 85.00 into the Activity File Fourcolor Data Systems, Category is : 1 $ 33.50, occurred on 03/17/1986 Total Revenue/Expense= $ 33.50 Lolir Lectronics, Category is : 1 $ 18.50, occurred on 05/03/1986 $ 22.50, occurred on 04/22/1986 $ 40.00, occurred on 04/18/1986 Total Revenue/Expense= $ 81.00 Texas Commerce Plumbing, Category is : 1 $ 40.00, occurred on 04/22/1986 $ 21.50, occurred on 03/17/1986 $ 27.50, occurred on 03/17/1986 Total Revenue/Expense= $ 89.00 Grand Total....$288.50 | | Press any key to continue... | ============================================================================= The first entries you see under 'ACS' are from the two activity records you entered earlier in Tutorial Two. The records that follow those two are from the test data that comes with the demo disks. For now, ignore that phrase: 'Category is : 1'. Observe that the date following 'occurred on' is the date the activity was originally entered. After entering [RETURN], you should be back to the Revenue/Expense Summary Menu. If so, enter option 4: 4) Report You will then see: ============================================================================= At this menu you have four choices: | | | 0 = No report, return to prior menu [default] 1 = Report by company name 2 = Report sorted by summarized value, in ascending order 3 = Report sorted by summarized value, | in descending order | | ============================================================================= Please enter selection '1', followed by [ENTER]. You will then see: ============================================================================= | If you wish to send this report to a text file for later viewing, enter | a "1" now. Enter any other key to print out your report now, including | [RETURN]. | | ============================================================================= Enter a '1' (no parentheses). You will then see the following screen: ============================================================================= | You selected sending this report to "VIEW.TXT" for later viewing. | | ----------------- Please do not touch the keyboard ------------- To abort report, enter the ESC key at any time. If you elect to view this file now, enter "V". Otherwise, enter | any other key, including [RETURN]. | | ============================================================================= Enter a 'V' (no parentheses) to view the report that you have created. After you have entered a 'V', you should see the report that is on the top of the next page. ============================================================================= Page No. 1 Revenue/Expense Report, Category = ALL | Start date =01/01/1901, End date | =12/12/2999, Grand Total = $ 288.50 | 09/30/1992 ** NAME : ACS TOTAL = $ 85.00, PO Box 850427 Richardson , TX 75085 Mr. Paul Sax, Sells to OEMs only,Category =1 (214)690-6017 ** NAME : Fourcolor Data Systems TOTAL = $ 33.50, 7011 Malabar Street Dayton , OH 45459 Mr. Steve Takiff, also, call 800-3-4-color, they produce FASTBASE III,Category =1 (513)433-3780 ** NAME : Lolir Lectronics TOTAL = $ 81.00, 13933 N. Central Expressway Suite 212 Dallas , TX 75243 Mr. Alan Lolir, also, call 234-8056 ("Shari"), Jerry Prado works here John Cauble will bring up SBT system,Category =1 (214)234-8032 ** NAME : Texas Commerce Plumbing TOTAL = $ 89.00, 11056 Shady Trail Suite Dallas , TX 75229 Mr. David Beard, interested in an estimating program, handling material,labor | hours,markup,rate, for plumbing,Category =1 (214)357-5454 | | ============================================================================= Observe in this report that each company is followed by the information that you entered once into the Customer file, including the comment. After you are finished browsing though this report, push the [ESCAPE] key once to return back to the Revenue/Expense Summary Menu. Also, the program will default to summarizing all activities for customers who are in the Customer file. If you wish, you can select just one name on which to summarize expenses. To verify this, select option 2: 2) Customer summarized If you had selected one company name, such as 'ACS', then the Revenue/Expense report would be summarized on that one name only. In this way, you can focus the report on one company or on all companies that have activities with revenue/expense items entered into the Activity File. In addition to selecting by company name, you can select the time period on which you wish to summarize your revenue/expenses. This defaults to 1,098 years, but you can change this by selecting option 1: 1) Start/stop date With this option, you can select any period you wish, from a 2 week period that occurred 5 years ago to last months' expenses. Whatever dates you select will appear on the top of the report that you then create. If you are unsure of options 1 through 6 mean, you can call up the Help file, option H), which will explain option by option what each one does. Try this now. (When you are finished with the Help screen, push the [ESCAPE] key one to come back to the Revenue/Expense Summary Menu. ============================================== | Returning to the | | Main Program Menu | | | =============================================== You should be at the Revenue/Expense Summary Menu. Select the Return option by pushing 'R' once (no quotes) or [ESC], and you should be back to the Main Program Menu, below: ============================================================================= --------------- --------------------- ---------------- | | 10/05/1992 | | Please Choose One | | 8:58:59am | | --------------- --------------------- ---------------- | Main Program Menu -- Records: -- 1) Customer File [ 11 ] 2) Activities [ 19 ] 3) Reports 4) Revenue/Expense 5) Other Options Lowest Category: 6) Search Through Data [ 1 ] 7) Appointments 8) Select Category Highest Category: 9) Consolidation [ 1 ] A) Your Help/Data screen B) Import or Output data C) Economic Value D) Future Activities E) Fast Runner | F) Auto Merge | X) Exit | ============================================================================= Tutorial Three: Creating Appointment reports from the two records entered into the Activity file: tutorial 3 ============================================== | Generating Appointment | | schedules from | | the 2 records | | that you added to the Activity | | File (Tutorial 1) | =============================================== From the Main Program Menu, you should see this screen: ============================================================================= Mechanic's Scheduler [TM]: Main Program Menu | | 1) Customer File | 2) Activities 3) Reports 4) Revenue/Expense 5) Other Options 6) Search Through Data 7) Appointments 8) Select Category 9) Consolidation A) Your Help/Data screen B) Import or Output data C) Economic Value D) Future Activities E) Fast Runner | F) Auto Merge | X) Exit | ============================================================================= Select option '7', Appointments. You should then see: ============================================================================ Appointments Menu | | --------------------- | | Please Choose One | --------------------- 1) All prior Appointments 2) Today's Appointments 3) All future Appointments 4) All future Appointments, including today 5) Graphics image 6) Start/stop date 7) Unprocessed activities 8) Priorities 9) Tomorrow's Appointments A) Appointments, with associated activities B) Category Consolidation C) Insert memo into reports: [now Off] D) Insert Callback info: [now On ] | H) for Help | R) to Return | ============================================================================= Select option 1) All prior Appointments. After you have selected this print option, or any print option for that matter, the program will first ask you if you want to send this report to a text file for later viewing. Answer 'yes' to this question by entering a '1'. A few seconds later, the program will then ask you if you wish to view the report now. Answering 'yes' to this question by entering a 'V'. You will then see the following report: ============================================================================= Page No. 1 Appointments Report, Category = ALL | Prior Appointments | 10/01/1992 | ** DATE: Thursday, January 2, 1986 Fourcolor Data Systems Mr. Steve Takiff (513)433-3780 7011 Malabar Street Dayton , OH 45459 , See Steve at 9am for a presentation,Category =1 [Callback=01/02/1986: Unprocessed] [Created on 01/01/1986] , 09:15 AM Sabet Electronics Mr. Doug Quach (214)783-4950 13650 Floyd Suite 104 Dallas , TX 75243 , Meet him at his store tomorrow for a demo.,Category =1 [Callback=01/02/1986: Unprocessed], 09:15 AM [Created on 01/01/1986] ** DATE: Friday, January 3, 1986 Accounting & Tax Service Mr. John D. Cauble, Jr. (214)357-5454 11056 Shady Trail Suite 101 Dallas , TX 75229 , John would like have a conference call with his customer to see if my service will help him (at 6PM),Category =1 [Callback=01/03/1986: Unprocessed] [Created on 01/01/1986] Addmaster/Marchant Mr. Hugh Clary (818)358-2395 2000 South Myrtle Ave Monrovia , CA 91016 , Will meet with Hugh by conference call on Friday at 3PM,Category =1 [Callback=01/03/1986: Unprocessed] [Created on 01/01/1986] Micro Distribution Center Mr. Tom Lin (214)437-6775 1701 N. Greenville Suite 905 Richardson , TX 75081 , Meet Tom at 11:00 AM to discuss pricing for his new line.,Category =1 [Callback=01/03/1986: Unprocessed] [Created on 01/01/1986] , 10:30 AM Texas Commerce Plumbing Mr. David Beard (214)357-5454 11056 Shady Trail Suite Dallas , TX 75229 , John would like to see the SBT demo book. Meet him at the Shady Trail office at 1PM,Category =1 [Callback=01/03/1986: Unprocessed], 10:30 AM [Created on 01/01/1986] ** DATE: Monday, January 6, 1986 Accounting & Tax Service Mr. John D. Cauble, Jr. (214)357-5454 11056 Shady Trail Suite 101 Dallas , TX 75229 , We recently sent him some literature. Meet with John to clarify how it pertains to his tax service (10AM),Category =1 [Callback=01/06/1986: Unprocessed] [Created on 01/01/1986] ** DATE: Tuesday, January 7, 1986 Mr. Rex Evilsizor (817)282-6977 Forth Worth , TX , Meet with Rex on Tuesday at 11AM to clarify his subscription system requirements.,Category =1 [Callback=01/07/1986: Unprocessed] [Created on 01/01/1986] ** DATE: Thursday, January 9, 1986 Addmaster/Marchant Mr. Hugh Clary (818)358-2395 2000 South Myrtle Ave Monrovia , CA 91016 , I committed to Hugh to deliver a prototype of the custom register system to him by Thursday at 4PM,Category =1 [Callback=01/09/1986: Unprocessed] [Created on 01/01/1986] Page No. 2 Appointments Report, Category = ALL Prior Appointments 10/01/1992 ** DATE: Friday, January 10, 1986 , 11:45 AM North American Investment Corp. Mr. Ben Scotkin (800)537-2580 1951 N.W. 19th Street Suite 200 Boca Raton , FL 33432 , On trip to Florida, meet with Ben on Friday at 10am,Category =1 [Callback=01/10/1986: Unprocessed], 11:45 AM [Created on 01/01/1986] ** DATE: Saturday, December 10, 1988 ACS Mr. Paul Sax (214)690-6017 PO Box 850427 Richardson , TX 75085 , Show demo at 9am for modem 212A.,Category =1 [Callback=12/10/1988: Unprocessed] [Created on 10/01/1992] ** DATE: Thursday, December 15, 1988 ACS Mr. Paul Sax (214)690-6017 PO Box 850427 Richardson , TX 75085 , | Mail product literature and check back with person on Thursday.,Category =1 | [Callback=12/15/1988: Unprocessed] [Created on 10/01/1992] | ============================================================================= You will observe, first of all, that each appointment date has its own unique comment, which is the comment that you entered each time you created an activity record. Secondly, you will observe that even though a lot of information appears for each appointment, such as name, address, zip code, and phone number, you did not have to enter hardly any of it yourself. In other words, the data that you entered once in the Customer file is drawn over to each activity record that you create, without you having to re-enter it every time. In any case, to leave the report that you are viewing, push the [ESCAPE] key once and you should return to the Appointments Menu. If you wish clarification of what each of these options mean, push the 'H' key for help and then browse around the Help screen. When you are finished, push the [ESCAPE] key again to return to the Appointments Menu. From the Appointments Menu, select option 5: 5) Graphics image When you see the following menu, enter '12/10/88' as the starting date for your graphics display of Appointments: ============================================================================= | Enter the starting date for your Appointments | To use as the starting point for this Graphics chart. | Date 12/10/88 <=============enter '12/10/88', the date of your first appointment. Enter the scale you wish to use for the Leftmost vertical axis. It defaults to 1, but you can use a decimal (such as .75) if you wish to zoom in, on your Appointments. To zoom backwards, use a number larger than 1.0, such as 2.0 or 2.5. | Scale: 1.00 | | ============================================================================= After pushing [RETURN] once or twice, you will see a graphics image on your screen similar to the one below. The numbers on the leftmost axis represent the number of appointments that you had scheduled in the past for the days represented on the bottom axis. ============================================================================= | 17 | 16 | 15 14 13 12 11 10 9 8 7 6 5 4 3 2 ___ ____ 1 / \ / \ --- --- --- --- --- --- --- --- --- --- --- --- --- --- Sat Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Appointments for 14 days Starting from 12/10/88, Saturday, December 10 | [Press any key to continue] | ============================================================================= Push any key to return to the Appointments Menu. ============================================== | Returning to the | | Main Program Menu | | | =============================================== You should be at the Appointments Menu. Select the Return option by pushing 'R' once (no quotes) or [ESC], and you should be back to the Main Program Menu, below: ============================================================================= Mechanic's Scheduler [TM]: Main Program Menu | | 1) Customer File | 2) Activities 3) Reports 4) Revenue/Expense 5) Other Options 6) Search Through Data 7) Appointments 8) Select Category 9) Consolidation A) Your Help/Data screen B) Import or Output data C) Economic Value D) Future Activities E) Fast Runner | F) Auto Merge | X) Exit | ============================================================================= Tutorial Four: Using the Search option to locate information tutorial 4 ============================================== | Searching for Data | | and information | | in the 2 records | | that you added to the Activity | | File (Tutorial 1) | =============================================== In Tutorial 1, you added a record to the Customer file based on this business card: Business Card: ----------------------------------------------------------- | | | | | Paul Sax, ACS | | PO Box 850427 | | Richardson, TX 75085 | | | | | | Phone: (214) 690-6017 | | | ------------------------------------------------------------ On the back of this card was scribbled the note: "Sells to OEMs only." In Tutorial 1 you added these two Activity records for 'ACS', each with the following comments, expense items, and future appointments: Future Activity Comments: Revenue/Expense: Appointments: #1 "Show demo at 9am for modem 212A." $50 12/10/1988 #2 "Mail product literature and 35 12/15/1988 check back with person on Thursday." In this tutorial you can search for any first, last, or company name that you wish. Also, you can select records based on any comment that you entered, such as '212A' or 'literature' From the Main Program Menu, you should see this screen: ============================================================================= Mechanic's Scheduler [TM]: Main Program Menu | | 1) Customer File | 2) Activities 3) Reports 4) Revenue/Expense 5) Other Options 6) Search Through Data 7) Appointments 8) Select Category 9) Consolidation A) Your Help/Data screen B) Import or Output data C) Economic Value D) Future Activities E) Fast Runner | F) Auto Merge | X) Exit | ============================================================================= Select option 6, Search Through Data. You should see the following 'Fast Search Through Data Menu': ============================================================================= Fast Search Through Data | | --------------------- | | Please Choose One | --------------------- 1) Lightning fast search 2) Activity records by entry date 3) Search Activity File 4) Search Customer File 5) Select MEMOS 6) Status of ALL Memos 7) Display data or save to VIEW.TXT [Display only] 8) Quick Stats [TM] 9) Quick search: Detail File A) Town search in zip file H) for Help | | R) to Return | ============================================================================= If you want to know in detail what the various options are for, then go to the Help file by selecting 'H'. For now select option 1 by typing a '1': 1) Lightning fast search You should then see this screen. It gives you a choice in searching for either the first, last, or company name. With this option, you could search for all 'Bill's or 'Smith's in your file. ============================================================================= | With this option, you can search for any one of the following: | | 0 = No choice, return to prior menu 1 = First Name 2 = Last Name 3 = Company Name 4 = Phone Number 5 = Referred by 6 = Zip Code 7 = Other names 8 = Phone # of other names 9 = Description 10 = MagniFile [TM] | Please enter your choice now: | | ============================================================================= Enter a '1' for First Name. You should then see: ============================================================================= | ----Exact Capitalization Not Required----' | | Enter the name or value you wish to search for. -If you enter one value, then the system will show you all of the records in the file with the first letter that satisfies your search. For example, if you enter "H" then all of items that begin with H will appear. If you enter two letters, such as RI, then all of those items that have the same first two characters in your selected field will appear. This selection will continue to prompt you for a value until you enter 'Return' by itself (preceded by no characters). | Enter your letter, letters, or word followed by RETURN | | ============================================================================= Enter the first name 'Paul', followed by a [RETURN]. ============================================================================= | | enter this | Enter your letter, letters, or word followed by RETURN: Paul <========== | | ============================================================================= You should then see the following list of records in the Customer file that has a first name of 'Paul': ============================================================================= | ACS, Mr. Paul Sax,(214)690-6017,Category =1 [75085] <============== program will display this. ============================================================================= Enter [RETURN] 2 or 3 times, so that you get back to the 'Fast Search Through Data Menu'. Then select option 1 again by entering a '1': 1) Lightning fast search You should then see this screen: ============================================================================= | With this option, you can search for any one of the following: | | 0 = No choice, return to prior menu 1 = First Name 2 = Last Name 3 = Company Name 4 = Phone Number 5 = Referred by 6 = Zip Code 7 = Other names 8 = Phone # of other names 9 = Description 10 = MagniFile [TM] | Please enter your choice now: | | ============================================================================= This time select '3'. This will allow you to search for any company name. You should then see: ============================================================================= | ----Exact Capitalization Not Required----' | | Enter the name or value you wish to search for. -If you enter one value, then the system will show you all of the records in the file with the first letter that satisfies your search. For example, if you enter "H" then all of items that begin with H will appear. If you enter two letters, such as RI, then all of those items that have the same first two characters in your selected field will appear. This selection will continue to prompt you for a value until you enter 'Return' by itself (preceded by no characters). | Enter your letter, letters, or word followed by RETURN | | ============================================================================= This time enter a 'A', as below, followed by the [RETURN] key: ============================================================================= | | | Enter your letter, letters, or word followed by RETURN: A <============== | | ============================================================================= You will then see this list of companies that start with the letter 'A'. Observe that 'ACS' is the record that you entered into the Customer File earlier in Tutorial 1, while the other 2 records are the Test Data that came with this tutorial. If you had entered 'ACS' instead of 'A' in your search, then the program would have listed out the one record that met your request, 'ACS'. ============================================================================= | | Once you are finished with your searches, enter 'RETURN' without | any values. Enter your letter, letters, or word followed by RETURN: A Accounting & Tax Service, Mr. John D. Cauble, Jr.,(214)357-5454,Category =1 [75229] ACS, Mr. Paul Sax,(214)690-6017,Category =1 [75085] Addmaster/Marchant, Mr. Hugh Clary,(818)358-2395,Category =1 [91016] | | Press any key to continue... | ============================================================================= Go back to the 'Fast Search Through Data Menu' by pushing the [RETURN] once or twice. Once there, select option 3 by entering a '3': 3) Search Activity File You should then see this screen: ============================================================================= | [search all fields at the same time] | | Enter the word or letters that you wish to search for. This program will search through all of the words in the comments fields, as well as ID or names fields, and pick out all of those records that match your inquiry. Observe that in this search, capitalization does not matter either in your input or in the file. Also, observe that it doesn't matter where the word is located in order for this search to be successful. This selection will continue to prompt you for a value until | you enter 'Return' by itself (preceded by no characters). | | ============================================================================= Earlier, in Tutorial 1 , you had added these two Activity records for 'ACS', each with following comments, expense items, and future appointments: Future Activity Comments: Revenue/Expense: Appointments: #1 "Show demo at 9am for modem 212A." $50 12/10/1988 #2 "Mail product literature and 35 12/15/1988 check back with person on Thursday." Now you are going to search for these activities by key words, such as a comment, or a city. For now, enter '212a', followed by the [RETURN] key. ============================================================================= | | When you are finished, enter 'RETURN' without any data. | enter this Enter the letters or word you wish to search for: 212a <============== ACS, Paul Sax, Richardson, Show demo at 9am for modem 212A. | | Press any key to continue... | ============================================================================= After you see the prior screen, push [RETURN] once. When the program prompts you again, enter the word 'demo', followed by [RETURN]. You should then see a listing of all the activity records that contain 'demo', one of which is the activity record that you entered. The remainder are Test Data that came with this tutorial. In this way, you can isolate activities by keywords. ============================================================================= | Enter the letters or word you wish to search for: demo | ACS, 07/27/86, Paul Sax, Richardson, Show demo at 9am for modem 212A. | Lolir Lectronics, 04/18/86, Alan Lolir, Dallas, purchased SBT demo disk set for Alan. Sabet Electronics, 01/01/86, Doug Quach, Dallas, Meet him at his store tomorrow for a demo. Texas Commerce Plumbing, 01/01/86, David Beard, Dallas, John would like to see the SBT demo book. Meet him at the Shady Trail office at 1PM Texas Commerce Plumbing, 04/22/86, David Beard, Dallas, Purchased SBT accounting software demo for him. | | Press any key to continue... | ============================================================================= Now push [RETURN] a couple of times so that you return to the 'Fast Search Through Data Menu'. In Tutorial 1, you entered this comment for ACS: "Sells to OEMs only." Now you are going to search for the keyword 'OEM' in the Customer File. To do that, select option 4: 4) Search Customer File You will then see the following menu (next page): ============================================================================= | [search all fields at the same time] | | Enter the word or letters that you wish to search for. This program will search through all of the words in the comments fields, as well as ID or names fields, and pick out all of those records that match your inquiry. Observe that in this search, capitalization does not matter either in your input or in the file. Also, observe that it doesn't matter where the word is located in order for this search to be successful. This selection will continue to prompt you for a value until | you enter 'Return' by itself (preceded by no characters). | | ============================================================================= Enter 'OEM', followed by a [RETURN]. You should then see the activity record that has 'OEM' in the comment. ============================================================================= enter this | Enter the letters or word you wish to search for: OEM <================== | ACS, Paul Sax, Richardson, Sells to OEMs only | | Press any key to continue... | ============================================================================= You can also search for a city, or a first or last name. In options 3 and 4, you do not have to select which of those you want to find. These two search options will automatically search through first, last, and company name, as well as city and comments. To test this while you are still in option 3, enter 'DALL' to pull out all of those records in the Customer File that are in Dallas. ============================================================================= enter this | Enter the letters or word you wish to search for: DALL <============== | Accounting & Tax Service, John D. Cauble, Jr., Dallas, He is the accountant who does some work for Lolir Lectronics (also call (214) 357-5461) Lolir Lectronics, Alan Lolir, Dallas, also, call 234-8056 ("Shari"), Jerry Prado works here John Cauble will bring up SBT system Sabet Electronics, Doug Quach, Dallas, He is owner (or co-owner with Twan), has some programming skills, and tried to bring up a Dbase III POS system himself Texas Commerce Plumbing, David Beard, Dallas, interested in an estimating program, handling material,labor hours,markup,rate, for plumbing | Press any key to continue... | ============================================================================= Observe that these are all of the records in Dallas. To pull out those in Richardson, enter 'RICH', followed by a [RETURN]. ============================================================================= enter this | Enter the letters or word you wish to search for: RICH <=============== | ACS, Paul Sax, Richardson, Sells to OEMs only | Micro Distribution Center, Tom Lin, Richardson, is this the same as the Taiwanese Mfg (Larry at 644-9396)? P.O. BOX, Alyce Fisher, Richardson, they currently have an 8bit system, written in compiled basic,and would like to upgrade. | | Press any key to continue... | ============================================================================= Push the [RETURN] key twice. You should now be at the 'Fast Search Through Data Menu'. ============================================== | Returning to the | | Main Program Menu | | | =============================================== Select the Return option by pushing 'R' once (no quotes) or [ESC], and you should be back to the Main Program Menu, below: ============================================================================= Mechanic's Scheduler [TM]: Main Program Menu | | 1) Customer File | 2) Activities 3) Reports 4) Revenue/Expense 5) Other Options 6) Search Through Data 7) Appointments 8) Select Category 9) Consolidation A) Your Help/Data screen B) Import or Output data C) Economic Value D) Future Activities E) Fast Runner | F) Auto Merge | X) Exit | ============================================================================= Tutorial Five: An overview of the 'Layer-in' concept: tutorial 5 "Layer-In" Ability This feature allows you to "layer-in" lists of names from other sources, and still keep all reports and labels separate! This means that if you have 1,000 names in the Customer File and you purchase a list of customers from someone that has 10,000 names, you can enter them into the Customer File and yet keep them separate from the original 1,000 when generating labels or reports. All told, you can "layer-in" 99,999,999 different layers or groups of customers, without one layer overlapping the other when you produce labels or reports! In this way, the program is flexible enough so that it will have multiple uses for you. With option 8, you can assign a unique category number to each grouping of customers in the Customer File. Let's say that your Customer File contains names of customers. Once you identify a new group of customers, such as a newly-purchased mailing list, you can separate them by assigning a unique CATEGORY number to the group while you are entering their information into the Customer File. From that point on, anytime you wish to segregate that block of records, just go to the main program menu and enter the CATEGORY option, option 8. In summary, you can select any one group of customers in the Customer File by going to option 8 and entering the category number of that specific group. At that point, the program appears to be dedicated to just that group of records and everything else appears to have disappeared. Later, if you wish to combine all records in the Customer File together, you would go to option 8 and enter a '0' for Category Number.