home *** CD-ROM | disk | FTP | other *** search
/ AOL File Library: 4,101 to 4,200 / aol-file-protocol-4400-4101-to-4200.zip / AOLDLs / Business Management / DOC_ V7.0 Medical Practice Org / DOC-X70.exe / DOCTOR.ACS / ALTREPL.DOC < prev    next >
Text File  |  1994-12-20  |  13KB  |  284 lines

  1.                      Global Search and Replace Options
  2.  
  3.                                ==============
  4.                                |  OPTION 1: |
  5.                                ==============
  6.                      "1)  Delete records by Priority"
  7.  
  8. WitΦ thi≤ selection¼ yo⌡ caε deletσ an∙ priorit∙ iε thσ maiε File«  
  9.  
  10. Oncσ an∙ matche≤ arσ found¼ theε thσ recorΣ iε thσ Detai∞ Filσ i≤ deleted¼ a≤ ì
  11. wel∞ a≤ al∞ associateΣ record≤ iε thσ Activit∙ File.
  12.  
  13. Thi≤ procedurσ i≤ irrevocable« 
  14.  
  15. Iµ yo⌡ wisΦ t∩ makσ thi≤ deletioε specifiπ t∩ ß category¼ theε selec⌠ ß ì
  16. categor∙ oε Optioε 8¼ thσ Maiε Prograφ Menu.
  17.  
  18.                                ==============
  19.                                |  OPTION 2: |
  20.                                ==============
  21.                      "2)   Change Priority of records"
  22.  
  23. WitΦ thi≤ selection¼ yo⌡ caε changσ prioritie≤ iε thσ maiε File.
  24.  
  25. Thi≤ procedurσ wil∞ changσ al∞ record≤ oµ onσ priorit∙ t∩ anothe≥ priority
  26. oµ you≥ choice.
  27.  
  28. A≤ witΦ optioε 1¼ thi≤ procedurσ i≤ irrevocable« 
  29.  
  30. Thi≤ selectioε wil∞ promp⌠ yo⌡ fo≥ thσ startinτ anΣ endinτ priorities.
  31.  
  32. T∩ makσ thi≤ changσ oµ Priorit∙ specifiπ t∩ ß category¼ firs⌠ selec⌠ ß ì
  33. categor∙ oε Optioε 8¼ thσ Maiε Prograφ Menu.
  34.  
  35.  
  36.                                ==============
  37.                                |  OPTION 3: |
  38.                                ==============
  39.  
  40.                   "3)   Delete records by date of entry"
  41.  
  42. WitΦá thi≤ selection¼á yo⌡ caε deletσ record≤ iε thσ Maiε Filσ b∙á datσá oµ ì
  43. entry.
  44.  
  45. Oncσá an∙á matche≤ arσ found¼á theε al∞ associateΣ record≤ iε thσá Activit∙ ì
  46. Filσ arσ deleteΣ a≤ wel∞ a≤ .
  47.  
  48. Thi≤ procedurσ i≤ irrevocable.
  49.  
  50. T∩á makσ thi≤ deletioε specifiπ t∩ ß category¼á firs⌠ selec⌠ ß categor∙á oε ì
  51. Optioε 8¼ thσ Maiε Prograφ Menu.
  52.  
  53.  
  54.  
  55. è
  56.                                ==============
  57.                                |  OPTION 4: |
  58.                                ==============
  59.  
  60.            "4)   Set 'Tagged/Untagged' status from external file"
  61.  
  62. Thi≤ optioε  will¼ optionally¼ rese⌠ al∞ taggeΣ selection≤ t∩ aε untaggeΣ ì
  63. state¼ theε taτ thosσ record≤ anΣ onl∙ thosσ tha⌠ contaiε ß codσ oµ you≥ ì
  64. choicσ iε onσ oµ threσ externa∞ files«   Iµ yo⌡ haΣ selecteΣ ß categor∙ prio≥ ì
  65. t∩ invokinτ thi≤ selection¼ theε tha⌠ 'categor∙ selectº logiπ woulΣ appl∙ ì
  66. agains⌠ thi≤ tagginτ feature« 
  67.  
  68. Iε applyinτ you≥ choicσ agains⌠ aε externa∞ file¼ yo⌡ havσ thesσ file≤ t∩ ì
  69. choosσ from:
  70.  
  71.   ▒ ╜ Detai∞ File
  72.   2 = MagniFile [TM]
  73.   3 = File for More names
  74.  
  75.  
  76.  
  77.                                ==============
  78.                                |  OPTION 5: |
  79.                                ==============
  80.  
  81.  
  82.                        5) Upper/lower case conversion
  83.  
  84. A⌠ thi≤ selection¼ yo⌡ havσ thσ choicσ oµ providinτ ß standarΣ upper/lowe≥ ì
  85. casσ conventioε t∩ thosσ record≤ iε thσ maiε persoε file«  Iµ selected¼ thi≤ ì
  86. optioε convert≤ thosσ field≤ identifieΣ fo≥ conversioε int∩ lowe≥ case¼ witΦ ì
  87. thσ firs⌠ characte≥ oµ thσ fielΣ uppe≥ case¼ alonτ witΦ thσ firs⌠ characte≥ ì
  88. tha⌠ follow≤ ß spacσ o≥ perioΣ iε tha⌠ field.
  89.  
  90. You≥ option≤ are:
  91.  
  92. 0 = Return  to prior menu
  93. 1 = Process first and last name
  94. 2 = Process first and last name, with company, Sex ID
  95. 3 = same as #2, with Address1/2/City/Title/Referred by
  96.  
  97.  
  98.  
  99.                                ==============
  100.                                |  OPTION 6: |
  101.                                ==============
  102.  
  103.                             
  104.            6)   Assign 'Tagged/Untagged' status:  Main Person File   
  105.                        [usinτ Selectioε Criteriß Menu]
  106.  
  107.                                                                         
  108. D∩ no⌠ usσ thi≤ optioε beforσ firs⌠ backinτ u≡ you≥ data«  I⌠ wil∞ optionall∙ ì
  109. rese⌠ al∞ taggeΣ selection≤ t∩ aε untaggeΣ state¼ theε taτ thosσ record≤ tha⌠ ìèmee⌠ you≥ selectioε iε thσ Selectioε Criteriß Menu«                
  110.                                                                         
  111. Iµ yo⌡ haΣ selecteΣ ß categor∙ prio≥ t∩ invokinτ thi≤ selection¼ theε tha⌠ ì
  112. 'categor∙ selectº logiπ woulΣ appl∙ agains⌠ thi≤ tagginτ feature«  
  113.                                                                         
  114.  
  115.                                ==============
  116.                                |  OPTION 7: |
  117.                                ==============
  118.  
  119.                   "7)   Search/replace in MagniFile [TM] "
  120.  
  121. Optioε ╖ give≤ yo⌡ thσ abilit∙ t∩ perforφ Search/replacσ iε MagniFilσ [TM]«  ì
  122. I⌠ firs⌠ ask≤ yo⌡ t∩ ente≥ thσ valuσ iε MagniFilσ [TM▌ yo⌡ wisΦ t∩ searcΦ ì
  123. for«  Oncσ thi≤ characte≥ i≤ founΣ MagniFilσ [TM]¼ i⌠ wil∞ theε replacσ i⌠ ì
  124. witΦ an∙ 4╡ characte≥ strinτ oµ you≥ choice.
  125.  
  126.  
  127.  
  128.                                ==============
  129.                                |  OPTION 8: |
  130.                                ==============
  131.  
  132.                  8)   Update area codes in Main Person File     
  133.                                 [U.S.A. only]
  134.  
  135. WitΦ thi≤ selection¼ yo⌡ caε updatσ you≥ historica∞ areß code≤ iε thσ maiε ì
  136. persoε file«   Thi≤ optioε draw≤ it≤ informatioε froφ thσ nationa∞ zi≡ codσ ì
  137. file¼ ZIP.DAT«  Wheε i⌠ find≤ ß differencσ betweeε aε existinτ recorΣ anΣ ß ì
  138. reviseΣ curren⌠ areß code¼ i⌠ display≤ thi≤ informatioε recorΣ b∙ record:
  139.                                                                         
  140.                                                                         
  141. ==================================================                      
  142.                                                                         
  143.  
  144.  
  145. Replaced Accounting & Tax Service area code:
  146.  (201)456-7890 replaced by (214)456-7890                                                                        
  147.  
  148.  
  149.  
  150. ==================================================                      
  151.  
  152. Whilσ displayinτ thi≤ informatioε t∩ thσ screen¼ i⌠ likewisσ send≤ i⌠ t∩ ì
  153. VIEW.TX╘ s∩ tha⌠ yo⌡ caε vie≈ i⌠ immediatel∙ iε thσ backgrounΣ option≤ b∙ ì
  154. you≥ enterinτ 'F1'¼ theε '7'«  
  155.  
  156.  
  157.                        Exception≤ t∩ areß codσ change:
  158.  
  159. Iµ thσ followinτ condition≤ exist¼ theε optioε ╕ wil∞ no⌠ perforφ an∙ areß ì
  160. codσ change:
  161.  
  162.                          Zer∩ iε thσ zi≡ codσ field
  163. è                        '800º iε thσ Areß Codσ field
  164.  
  165.                        '000-0000º a≤ thσ phonσ number
  166.  
  167.  
  168.  
  169.  
  170.                                ==============
  171.                                |  OPTION 9: |
  172.                                ==============
  173.  
  174.                 9)   Delete activity records by callback date    
  175.  
  176.  
  177. Thi≤ procedurσ i≤ irrevocablσ anΣ wil∞ deletσ activit∙ record≤ baseΣ oε thσ ì
  178. callbacδ date¼ no⌠ thσ datσ oµ origina∞ entry«                          
  179.                                                                             
  180.                                                                             
  181. Oncσ yo⌡ selec⌠ thσ datσ rangσ fo≥ you≥ activit∙ recorΣ deletion¼ i⌠ theε ì
  182. display≤ thi≤ informatioε whilσ deletinτ it≤ records:
  183.  
  184.  
  185. ============================================================================
  186.                Deleting Accounting & Tax Service from 01/01/1986            |
  187.                   Deleting Addmaster/Marchant from 01/01/1986               |
  188.                   Deleting Addmaster/Marchant from 01/01/1986               |
  189.                 Deleting Fourcolor Data Systems from 03/17/1986             
  190.                    Deleting Lolir Lectronics from 05/03/1986                
  191.                    Deleting Lolir Lectronics from 04/22/1986                
  192.                    Deleting Lolir Lectronics from 04/18/1986                
  193.               Deleting Micro Distribution Center from 01/01/1986            
  194.            Deleting North American Investment Corp. from 01/01/1986         
  195.                     Deleting Rex Evilsizor from 01/01/1986                  
  196.                   Deleting Sabet Electronics from 01/01/1986                
  197.                Deleting Texas Commerce Plumbing from 04/22/1986             
  198.                Deleting Texas Commerce Plumbing from 03/17/1986             
  199.                Deleting Texas Commerce Plumbing from 03/17/1986             
  200.                Deleting Texas Commerce Plumbing from 01/01/1986             
  201.                                                                             |
  202.                               Deleted 15 records.                           |
  203.                                                                             |
  204. ============================================================================
  205.                                                                             
  206. Thσ 'fromº datσ displayeΣ i≤ thσ datσ tha⌠ thσ activit∙ recorΣ wa≤ originall∙ ì
  207. entered.
  208.  
  209.  
  210.  
  211.                                ==============
  212.                                |  OPTION A: |
  213.                                ==============
  214.  
  215.  
  216.                     A)   Delete all records in MagniFile   
  217.                                                                             è                                                                            
  218. This procedure will delete all records in MagniFile.                        
  219.                                                                             
  220.  
  221.  
  222.  
  223.                                ==============
  224.                                |  OPTION B: |
  225.                                ==============
  226.  
  227.  
  228.                    B)   Delete all records in Detail File.
  229.  
  230.  
  231. This procedure will delete all records in the Detail File.
  232.  
  233.  
  234.  
  235.  
  236.                                ==============
  237.                                |  OPTION C: |
  238.                                ==============
  239.  
  240.  
  241.              C⌐   Updatσ areß codes/STD≤ iε thσ Maiε Person File
  242.  
  243.  
  244. Thi≤ procedurσ wil∞ updatσ areß code≤ iε thσ Maiε Persoε File¼ althougΦ i⌠ ì
  245. wil∞ no⌠ updatσ thσ activit∙ file«                          
  246.                                                                         
  247. Oncσ selected¼ i⌠ ask≤ fo≥ thσ startinτ areß codσ tha⌠ yo⌡ wisΦ t∩ change¼ ì
  248. thσ endinτ o≥ destinatioε areß code¼ anΣ theε display≤ thi≤ information║ 
  249.                                                                         
  250. ============================================================================
  251. Found starting area code in Accounting & Tax Service                        |
  252. Replaced (818) with (214)                                                   |
  253. Found starting area code in Addmaster/Marchant                          
  254. Replaced (818) with (214)                                               
  255. Found starting area code in Lolir Lectronics                            
  256. Replaced (818) with (214)                                               
  257. Found starting area code in Micro Distribution Center                   
  258. Replaced (818) with (214)                                               
  259. Found starting area code in P.O. BOX                                    
  260. Replaced (818) with (214)                                               
  261. Found starting area code in Sabet Electronics                           
  262. Replaced (818) with (214)                                               
  263. Found starting area code in Texas Commerce Plumbing                         |
  264. Replaced (818) with (214)                                                   |
  265. ============================================================================
  266.                                                                         
  267. Iµ installeΣ fo≥ US┴ o≥ Canada¼ i⌠ wil∞ asδ fo≥ threσ character≤ iε thσ areß ì
  268. code.
  269.                                                                         
  270.  
  271. Oncσ installeΣ fo≥ outsidσ oµ thσ US┴ o≥ Canada¼ i⌠ allow≤ fo≥ u≡ t∩ fivσ ìècharacter≤ iε thσ STD¼ witΦ leadinτ zeros¼ theε display≤ it≤ change≤ iε thi≤ ì
  272. form:
  273.  
  274. ============================================================================
  275. Found starting STD in Jana Sax                                              |
  276. Replaced 044/ with 055/                                                     |
  277. Found starting STD in Jane Chanlder                                 
  278. Replaced 044/ with 055/                                             
  279. Found starting STD in STEVE HO                                      
  280. Replaced 044/ with 055/                                             
  281. Found starting STD in WALTER SAX                                            |
  282. Replaced 044/ with 055/                                                     |
  283. ============================================================================
  284.