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PROSMENU.DOC
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1991-10-24
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'View' or Search Options:
Overview
This option gives you the ability to look at the Debtor file in any one of ì
seven 'views' or search criteria:
"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"
Once you select your 'view,' then all records are stacked or ordered in ì
that sequence. If, for example, you select the last name 'view', then ì
after you search and locate one record, all records before and after that ì
one will be ordered alphabetically by last name.
The logic of this option is similar to the one available in the 'Fast ì
Search Through Data' Menu, (Main Program Menu, Option 6) Option 1:
'Lightning fast search through Debtor file'
In the 'Lightning fast search,' you are displayed information quickly, but ì
cannot move back and fourth between records that are adjacent to those that ì
appear in your match. By contrast, in the 'View' or Search Options' you ì
can move back and fourth among the records and observe, say, all phone ì
numbers or zip codes that precede or follow a matched record.
Search Procedure:
Once you select any one of options 1 through 7, the menu will branch back ì
to the prior screen and place the cursor in that field where you wish to do ì
your search. Once a record is found, all records then will be stacked or ì
ordered by that criteria.
Whatever criteria you select here will cause one of the following messages ì
to appear on the top to the Debtor Get screen that you just came from:
"Company Name 'View', records in order by company name"
"First Name 'View', records in order by first name"
"Last Name 'View', records in order by last name"
"Phone Number 'View', records in order by phone number"
"Zip Code 'View', records in order by zip code"
"Category 'View', records in order by category"
"Referred by 'View', records in order of Referred by"
As you enter 'N' for next or 'P' for previous, you will be moving back and ì
fourth between adjacent records in that 'view.'
è
Turning Off the 'View' or Search Options:
For some users, these seven search criteria present too many keystrokes for ì
their search. If you wish to reduce the seven search options to one ì
default option for Company name, then go to the Custom Options Menu and ì
observe option G:
"G) 7 choices in search criteria: Debtor Get"
To reduce the number of choices from 7 to 1, select option 'G' to display:
"[now Off]"
Phonetical searching:
If you elect any of these three 'views' and the program fails to find an ì
exact match, then it attempts to find it phonetically:
"Company Name 'View', records in order by company name"
"First Name 'View', records in order by first name"
"Last Name 'View', records in order by last name"
After you have selected one of these three, the following message appears ì
on the top of the search screen:
== Alternate phonetical cross referencing in effect on Search.==
If an exact match is not found then the program will perform a phonetical ì
search, and display this text while doing so:
"Searching for phonetical match"
Let's say you are looking for 'ANNETTE' but cannot remember how it is ì
entered. If you enter either 'ANETE' or 'AUNET' then the phonetical match ì
displayed to you for either entry is 'ANNETTE'.
Let's say further that you had entered 'WOLFGANG' but could not remember ì
the spelling. The phonetical search will display 'WOLFGANG' if you enter ì
either of these spellings: 'WULFFGUNG' or 'WOOLFGENG'.