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PROP_ V7.0 Property Manager
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ACT1.DOC
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1992-08-15
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Help Screen For Activities File
Overview
The Activities file serves 3 purposes:
1⌐ A≤ yo⌡ contac⌠ Tenant≤ ove≥ thσ phone¼ thσ screeε wil∞ identif∙ t∩ yo⌡ ì
detai∞ informatioε oε tha⌠ Tenan⌠ a≤ sooε a≤ yo⌡ inpu⌠ thσ compan∙ namσ ì
int∩ thσ Activit∙ screen¼ o≥ thσ firs⌠ fe≈ letter≤ oµ thσ compan∙ name«
2⌐ Iε you≥ absence¼ you≥ secretar∙ ma∙ bσ receivinτ inquirie≤ fo≥ you« Iε ì
thosσ case≤ wherσ thσ calle≥ alread∙ ha≤ ß recorΣ entereΣ int∩ thσ Tenan⌠ ì
file¼ you≥ secretar∙ wil∞ seσ al∞ oµ thσ detai∞ informatioε abou⌠ tha⌠ ì
Tenan⌠ iε ▓ seconds« If¼ oε thσ othe≥ hand¼ tha⌠ inquir∙ i≤ froφ ß Tenan⌠ ì
no⌠ knowε t∩ you¼ you≥ secretar∙ wil∞ theε bσ ablσ t∩ ente≥ ß messagσ plu≤ ì
somσ morσ detai∞ information¼ sucΦ a≤ name¼ address¼ anΣ zi≡ code«
Thi≤ achieve≤ tw∩ objectives║ a⌐ Yo⌡ o≥ you≥ secretar∙ caε inpu⌠ datß ì
int∩ thσ Activit∙ filσ oε an∙ Tenant¼ regardles≤ oµ whethe≥ o≥ no⌠ the∙ ì
arσ alread∙ iε thσ Tenan⌠ file« b⌐ Message≤ takeε iε you≥ absencσ int∩ thσ ì
'NEWº categor∙ wil∞ no⌠ bσ los⌠ bu⌠ wil∞ bσ groupeΣ togethe≥ iε thσ ì
activit∙ reports¼ witΦ thei≥ comment≤ anΣ phonσ numbers« Iε thi≤ way¼ yo⌡ ì
caε follo≈ u≡ oε al∞ inquirie≤ madσ iε you≥ absence¼ eveε iµ you≥ secretar∙ ì
recordeΣ partia∞ messages.
3⌐ Al∞ oµ thσ activities--botΦ incominτ inquirie≤ anΣ outgoinτ calls--ì
wil∞ generatσ reports¼ sorteΣ b∙ name¼ dates¼ compan∙ name¼ ì
comments¼ tha⌠ wil∞ hel≡ yo⌡ tracδ anΣ theε follo≈ u≡ oε thosσ calls.
Observσ tha⌠ iµ thσ Tenan⌠ i≤ alread∙ iε thσ Tenan⌠ file¼ ß lo⌠ oµ ì
informatioε i≤ displayeΣ eithe≥ t∩ yo⌡ o≥ t∩ you≥ secretary¼ bu⌠ yo⌡ inpu⌠ ì
onl∙ │ ne≈ item≤ pe≥ activity║ "COMMENTS"¼ "DAT┼ O╞ NEX╘ APPOINTMEN╘ O╥ ì
COMMITMENT"¼ anΣ "HO╫ MUC╚ REVENUE/EXPENS┼ DI─ YO╒ INCU╥ O╬ THI╙ ì
ACTIVITY".
================================
| OPTION "C" |
| Creating a Callback list |
=================================
This 'callback' option is a special case of the Add option on the activity ì
menu that you just came from. It takes all commitments or appointments ì
that you had made for today, and then scrolls through each record as though ì
you had entered them one at a time from the report: 'Today's Appointments'.
It shows you the comment from the activity record where you originally ì
created the future commitment that resulted in today's appointment. It ì
then creates a new activity record for each of today's appointments and ì
waits for you to enter in any comment or future commitment.è
================================
| OPTION "A" |
| ADDING A NEW RECORD |
=================================
(A to Add data)
T∩ understanΣ ho≈ t∩ adΣ ß recorΣ int∩ thσ activit∙ file¼ g∩ t∩ tutoria∞ ▓ ì
iε PROGRAM.DOC/PROGRAM.REF«
Iεá brief¼á al∞ record≤ iε thσ activit∙ filσ arσ relateΣ t∩ record≤á iε ì
thσ Tenant file«á An∙ onσ recorΣ iε thσ Tenant filσ caε havσá multiplσ ì
record≤á iεá thσ activit∙ file«á An∙ timσ yo⌡ attemp⌠ t∩ adΣ ßá recorΣ ì
int∩ thi≤ file¼á thσ prograφ wil∞ firs⌠ seσ iµ yo⌡ havσ ß maste≥ recorΣ ì
fo≥ tha⌠ activit∙ iε thσ Tenant file«á Thσ prograφ ha≤á one¼á exception¼ ì
though║á iµá yo⌡á ente≥á aε activit∙ witΦ ß compan∙ namσá oµá 'NEW'¼á thσ ì
prograφ allow≤ aε unlimiteΣ numbe≥ oµ 'unattachedº activitie≤ iε thσ filσ ì
witΦ thi≤ name«
================================
ⁿ OPTIO╬ "Gó |
| RETRIEVING AN EXISTING RECORD |
=================================
(G to GET/EDIT data)
Oncσ yo⌡ understanΣ ho≈ t∩ retrievσ ß recorΣ usinτ thσ "Gó optioε iε thσ ì
Tenantá file¼á theε yo⌡ caε d∩ thσ samσ iε abou⌠ an∙ othe≥á par⌠á oµ ì
thσ program«
Observσ tha⌠ wheε yo⌡ searcΦ fo≥ ß recorΣ iε thσ Activit∙ file¼ yo⌡ arσ ì
lookinτ fo≥ ß compan∙ name¼ usinτ thσ "Só optioε withiε thσ "Gó screen« ì
Oncσ yo⌡ finΣ thσ record¼ yo⌡ havσ actuall∙ locateΣ thσ firs⌠ recorΣ oµ ì
al∞ oµ thσ Activit∙ record≤ unde≥ tha⌠ compan∙ name« T∩ theε looδ a⌠ thσ ì
record≤ "behindó tha⌠ firs⌠ one¼ usσ thσ "Fó anΣ "Pó option≤ (ForwarΣ anΣ ì
Prior⌐ t∩ fli≡ bacδ anΣ fortΦ t∩ seσ eacΦ record« Al∞ activit∙ record≤ fo≥ ì
an∙ onσ Tenant arσ groupeΣ togethe≥ b∙ date¼ theε timσ oµ message.
==============
| OPTION S: |
==============
Daily Snapshot of Appointments. This gives you a quick listing of your ì
appointments for any one day. If you had entered a time for any one ì
appointment, then that appears also.
==============
| OPTION 1: |è ==============
Calendar« Thi≤ wil∞ sho≈ yo⌡ thσ day≤ oµ thσ weeδ fo≥ an∙ ┤ weeδ perioΣ ì
tha⌠ yo⌡ selec⌠ fo≥ thσ nex⌠ 2,00░ years« UseΣ fo≥ clarifyinτ day≤ oµ thσ ì
weeδ anΣ numeriπ day≤ oµ thσ montΦ wheε establishinτ appointments.
==============
| OPTION O: |
==============
O for Open or Pending Activities
Thi≤ optioε give≤ yo⌡ thσ abilit∙ t∩ se⌠ asidσ activitie≤ int∩ ß 'bucketº ì
tha⌠ yo⌡ designatσ a≤ stil∞ opeε o≥ pending« Somσ activitie≤ ma∙ no⌠ havσ ì
ß futurσ commitmen⌠ datσ bu⌠ arσ unresolveΣ pendinτ somσ othe≥ follo≈ up« ì
Yo⌡ caε thinδ oµ thesσ 'Openº activitie≤ a≤ existinτ iε aε 'Openº o≥ ì
'Pendingº folder.
B∙ default¼ al∞ activit∙ record≤ arσ 'Closed'« Yo⌡ caε elec⌠ t∩ makσ an∙ ì
singlσ activit∙ recorΣ 'Openº b∙ enterinτ thσ 'F10º ke∙ oε eithe≥ thσ ì
Activit∙ AdΣ o≥ Activit∙ Ge⌠ screen«
Treatment of FAX numbers:
Thi≤ prograφ wil∞ carr∙ ove≥ you≥ FA╪ numbe≥ int∩ eacΦ activit∙ recorΣ a≤ ß ì
visua∞ conveniencσ fo≥ yo⌡ iµ yo⌡ observσ thesσ steps:
1) Enter a 'FAX=' code into the comment line of the tenant file.
2) At the end of the FAX number, place a '/'.
EacΦ tenant recorΣ ha≤ tw∩ line≤ fo≥ comments« Notσ tha⌠ yo⌡ caε placσ thσ ì
'FAX=º codσ int∩ eithe≥ line¼ iε an∙ placσ iε tha⌠ commen⌠ line« Als∩ ì
observσ tha⌠ casσ conventioε i≤ irrelevant« 'FAX=º i≤ tha⌠ samσ ì
a≤ 'fax='.
Let'≤ say¼ fo≥ example¼ tha⌠ you≥ tenant ha≤ ß FA╪ numbe≥ oµ (214)690-4782« ì
Yo⌡ woulΣ theε ente≥ thi≤ codσ int∩ thσ commen⌠ linσ oµ thσ Tenan⌠ record:
FAX=(214)690-4782/
Thσ prograφ wil∞ interpre⌠ thσ '/º a≤ thσ enΣ oµ you≥ FA╪ numbe≥ anΣ wil∞ ì
theε movσ ove≥ thi≤ phrasσ t∩ thσ beginninτ oµ eacΦ ne≈ activit∙ record:
è FAX=(214)690-4782
Treatment of duplicate Company Names:
An option exists within the program to accommodate duplicate Company Names.
Remember that when you enter an individual name without a Company Name, the ì
program will create a Company Name consisting of 'first plus last' name. ì
Later, when you print labels, the label generator will look to see if the ì
Company Name is the same as 'first plus last' name and will then skip the ì
Company Name in the label, thereby freeing up one line of the five line ì
label.
To insert any company name of your choosing in this skipped line, observe ì
the following logic:
1) Enter a 'DUPL=' code into the comment line of the tenant file.
2) At the end of the duplicate name, place a '/'.
Each Tenant record has two lines for comments. Note that you can place the ì
'DUPL=' code into either line, in any place in that comment line. Also ì
observe that case convention is irrelevant. 'DUPL=' is that same as ì
'dupl='.
Once the program senses that you have entered a 'DUPL=' code, that entire ì
name will be placed into the label in the line where the company name would ì
have gone before.
Observe that this duplicate company name logic will also work when you are ì
outputting data. Recalling the Main Program Menu, option B:
"B) Import or Output data"
Once you select 'B' on the Main Program Menu, you will then see the 'Import ì
or Output Data Menu.' If you select options 2, 3, 4, or 5, then the ì
duplicate company name logic will work with these selections as well.
"2) Output records to Wordstar/Mailmerge[TM]"
"3) Output records to WordPerfect[TM] 4.2 or 5.0"
"4) Output records to dBASE III [Reg. TM]"
"5) Output records to Microsoft [Reg. TM] Word 4.0"