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============================= Note: ============================
---- If you captured SALESDOC.ARC on a bulletin board ----
The shareware program, IN-CONTROL 12 Pack [TM], that accompanies this
documentation has become too large to download. You can acquire the
latest version of this breakthrough program from me, Paul Sax, for $10.
For details, call me anytime at (214) 690-6017. Since I am the author,
you are sure to get the latest version from me, and I'll be happy to
answer any questions you have.
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 for $99. If you don't like it, throw it away.
There is no 'demo' version of the program. You'll 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 IN-CONTROL [TM],
then the documentation itself. As you browse through it, you'll
observe the scope and power of this breakthrough program.
Paul Sax
ACS
P.O. Box 850427
Richardson, TX 75085
Phone: (214) 690-6017
I'll send you this program for $10!
===================================================================
IN-CONTROL 12 PACK [TM]
[formerly PROSPECT!]
This program is so comprehensive that it can function in any one
of 23 capacities [originally 12, hence '12 Pack' or 12 Software
Packages]. You can select how you want this program to present itself
from the Install menu, which is shown to you automatically when you
first bring up the program. At that time, you have these options:
1 = Prospect and Activity Tracking System [default]
2 = Bank Loan Recovery/Collections Tracking System
3 = Collections [Debtor] Follow up system
4 = Bank Services Marketing system for Prospects and Customers
5 = CPA Time, Billing and Activity Tracking System
6 = Attorney Time, Billing and Activity Tracking System
7 = Architect Time, Billing and Activity Tracking System
8 = Secretary's Appointments Scheduler
9 = Insurance Prospect and Activity Tracking System
10 = Real Estate Prospect and Activity Tracking System
11 = Telephone Customer Support Tracking System: Time & Billing
12 = Doctor's Patient Appointment & Billing Tracker
13 = Dentist's Patient Appointment & Billing Tracker
14 = Contractor's Commitment, Schedule, & Cost Tracker
15 = Manufacturer's Rep Prospect, Activity & Expense Tracker
16 = Church Member's Collections and Activity Tracker
17 = Personnel Specialist's Applicant\Employee Activity Tracker
18 = IRS Revenue Agent's Activity Tracking System
19 = Advertising Agency Client\Activity\Billings Tracking System
20 = Barrister Time, Billing and Activity Tracking System
21 = Solicitor Time, Billing and Activity Tracking System
22 = Accountant Time, Billing and Activity Tracking System
23 = Purchasing Agent's Vendor and Activity Tracking System
Regardless of which selection you make, the functionality of the
program doesn't change, just the terminology. The tutorial that
follows will cover the concepts in the program and those concepts cross
all capacities. At the time you select your '12 Pack' option during
the Install process, the program will tell you the difference in
terminology that it makes automatically in the program and will show
you how to make the same adjustment mentally in this documentation.
Throughout this tutorial, let's assume that you had selected default
value number 1.
Overview:
Everything is on-line!
Fast Search Capability
Rolodex features
Appointments:
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 Prospects\Customers\Patients or Clients:
store up to one BILLION names.
This program includes:
Appointments, Commitments, Callbacks, Statements
Revenues\Expenses, Collections, Graphics, Free-form data search,
Rolodex features, Labels management, and Reports!
Labels management menu provides 10 options for you,
and handles U.S., Canadian, Australian, British, and
other foreign labels.
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, or long distance.
The program stores & dials up to one BILLION phone numbers for you,
and will AUTOMATICALLY dial from:
Dallas to New York,
Sydney to Melbourne,
or London to Leeds!
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
Prospects\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 build in word processor for every record in the rolodex file.
Outputs to dBASE III [TM]
and to Merge feature in Wordstar [TM] or WordPerfect [TM]
To become a registered user for this software,
bring up the program, PROSPECT.EXE,
go to the Main Program Menu, Other Options Menu.
Select option 6, Register Software
The registration fee for this fantastic program is only $99!
IN-CONTROL 12 Pack [TM] Registered users write back!
Law Offices
Cohen, Knafo, Feeley & Ortwein
Mr. Jerry R. Knafo
45 North Second Street
Easton, PA 18044-0071 May 9, 1988
Dear Mr. Sax:
As a practicing attorney, I have found IN-CONTROL [TM] to be invaluable. I
have my entire list of clients, old and new, on the program and within a
touch of a button I have access to information it used to take hours to
accumulate. Once a week, I have a neatly typed package of documents
containing my schedule for the week, things to do, important deadlines and
my entire case list. During the holiday season, the program prints out
mailing labels for those clients and non-clients I wish to keep in contact
with. The program is truly a time saver that manages my law practice in an
efficient and organized fashion.
Very truly yours,
Jerry R. Knafo
=========================================
Ms. Joan Zazzali
Manager
Client Support
Profit Technology
17 Battery Place
New York, NY 10004 May 11, 1988
As manager of Client Support at Profit Technology Inc., I have been using
IN-CONTROL [TM] for over one year. During this time the program has been
modified with improvements that have enabled me to track and report on over
8000 leads. The program is very easy to use. Paul Sax has been
instrumental in assisting me in the conversion of our data from our
previous system to IN-CONTROL [TM]. He has been available with answers to
my questions and anxious to help whenever I needed his assistance. I feel
that IN-CONTROL [TM] is an excellent lead tracking software program and I
recommend this powerful tool to anyone who has the need.
Peter A. Hayes
Sales Representative
Mobile Microfilming Corp.
4003 Seven Mile Lane
Baltimore, MD 21208 May 10, 1988
Dear Paul:
I have been using IN-CONTROL [TM] for over a year and wanted to let you
know how it has affected my sales. I use the program to maintain the
name/address list of all of my customers which is 602 different companies
in a 3 state area. I use it to followup on an additional 150 prospects.
The followup part of the program has been very helpful for me since if I
had to followup 150 prospects using cards or copies of proposals, my desk
would be a mess and I would be buried in paper. My desk is clean and I
NEVER miss a followup. It is perfect that the program produces a report
each morning showing which companies I have an appointment with that day or
which company I should be telephoning that day. Additionally that I am
able to see comments that I typed in the last time I spoke to the customer
is very helpful during the followup. That the program has a built in modem
so that I can directly call followups without dialing the phone surely
assists me greatly in this part of the sales process. Quite often I am in
a rush in the morning and then can use it all day even though I am nowhere
near my computer.
I have received numerous comments from my superiors and from my customers
about how effectively I followup with prospects and how my customer base
has grown in the past year. I give a great amount of credit to the IN-
CONTROL [TM] Software for this.
Thanks again for a fabulous program. I originally purchased my computer to
help me followup with my prospects and purchased 2 other programs before
finding your program. They both were too basic and difficult to use and I
have been so happy ever since I found IN-CONTROL [TM]. It is so "user
friendly" which is important to me. I have to admit that I haven't ever
read the documentation since you don't have to to use this program. Can't
get any more user friendly than that. And thanks for all the updates over
the past year that have even improved what seemed to be an almost perfectly
developed program. I really am thankful to you for the automatic backup of
files when exiting the program. That is a vitally important subject to me.
And thanks to listening to me about suggested ideas which you always
discuss in an open and positive way.
I am very successful in sales and I know I would not be able to maintain
this success without the IN-CONTROL [TM] program. Thanks,
Peter A. Hayes
Mr. John Larner
Australian Measurement & Control
222 Bay Street
Port Melbourne, Victoria 3207 Australia May 13, 1988
My name is John Larner, I run a company that deals directly with the
process control and factory automation industry. We import, and distribute
for several overseas corporations, as well as locally manufactured product.
Our business relies upon rapid exchange of information and detail regarding
product or process to be controlled or monitored.
We need to be able to contact our clients constantly with updated
information or to make appointments to visit and do some problem solving.
Our client list is some 550 company/people long, and I was experiencing the
trouble that most of us experience from time to time. Who? What? Where?
And When? Is it today, tomorrow? What did I talk about last visit? all
the detail that goes into a company with over 500 clients to be managed.
We have found that since the introduction of IN-CONTROL [TM] into our
system, we have more time to do what we are supposed to be doing --
selling. Our previous system was the old card system, the transition to
IN-CONTROL [TM] was painless, with virtual instant access of data relating
to our activity, without confusion. The clear simple instructions, with a
few keystrokes, and I have everything I need. The Who? What? When? and
Where? Is there for me.
The main feature for me, if I am able to split the many features out to
explain, is the appointments and call back facility. The system prompts me
when I am due to call someone, offers the details needed to do that, and
even offers automatic dialing through my modem. The answer now is speed of
contact and total recall of detail relating to the activity. I find that
"In Control" gives me the simplicity of my earlier card system, but much
greater 'push button' ease.
The search facility is fantastic, I need only to remember my contact's
First name, (or the company's) and there it is.
I also frequently use the system's ability to merge with my word processing
package, and this gives me a mail out capability I never thought possible.
I urge you if you have a need to track people/clients, the Who? What?
Where? and When? Of your business you will not find a more suitable
product than IN-CONTROL [TM].
Mr. Lynn A. Worthington
Phoenix Engineering
1100-D S. Raymond Avenue
Fullerton, CA 92631 May 24, 1988
Dear Paul:
IN-CONTROL [TM] fits like a glove with my manual sales prospect system that I
have been using for the last 13 years.
The beauty of IN-CONTROL [TM] program is that once data is entered for my
present and future customers, I can manipulate it many ways. This saves
salesmen time. I can develop activity reports, prospect reports, and mail
merge form letters. For example, we developed a new product for the
packaging industry and we wanted to introduce this to those customers who
would have a possible need. By selecting our "packaging" Category and
developing a boiler plate cover letter, we were able to send out this
literature with the cover letter in a fraction of time that it would have
taken to do manually.
I can keep tabs on the sales activity of my salesmen by a push of a button
and obtain a report on whom he has been contacting, when and what
transpired.
Salesmen do not like writing reports; however, management needs to know
what activity is going on with the salesmen's accounts. IN-CONTROL [TM]
keeps the paper work of the salesmen to a minimum and yet still provides
management with current account data.
Up-Right
Joe Spencer Foot
Territory Manager
1013 Pardee Street
Berkeley, CA 94710-2678 May 18, 1988
Our company had begun informally to standardize on IN-CONTROL [TM] among
some of our salespeople when one of them showed me the program. Although
I am new to computers and software, the functionality I saw in IN-CONTROL
[TM] led me to buy the software AND the computer on which to run the
program.
Upon delivery of the new computer and IN-CONTROL [TM], I sat down for hours
on end and learned its' many functions.
This program has cut my secretarial costs and has given me the ability to
have a quote ready to send to a customer in five minutes instead of two or
three days.
With IN-CONTROL [TM], I can now do twice the work and be more organized.
Thank you, Paul, for sharing with me such a wonderful sales tool.
=========================================
Mr. Peter F. Furbush
Director
Rental Industry Management Systems, Inc.
[RIMS]
621 South Freeway
Ft. Worth, TX 76104 May 27, 1988
We would like to commend you on the fine job you have done with the
development of IN-CONTROL [TM]. We have been a registered user for 18
months and have watched the program grow in response to your users.
In its present form, IN-CONTROL [TM] is one of the finest we have seen for
tracking leads. It helps us to make follow up calls on time, enables
managers to keep up with the activities of their salesmen, and much more.
We feel that it has greatly increased our sales staff productivity, hence
our success rate.
IN-CONTROL 12 PACK [TM], Version 2.645
Table of contents
Contents Pages
User License Agreement.................................................
Benefits of using IN-CONTROL 12 PACK [TM].............................I
Questions answered by this program..................................III
Installation and Help Screens.........................................V
Preface to the Tutorials...............................................
Tutorial 1: Creating 1 new record in the Prospect File................1
Tutorial 2: Adding 2 records into the Activity File...................8
Tutorial 3: Creating expense reports from those 2 activities.........19
Tutorial 4: Creating appointment schedules...........................25
Tutorial 5: Search through data......................................33
Tutorial 6: 'Layer-in' concept.......................................43
Definition of Shareware..............................................46
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 Prospect 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 prospect]
Unsolicited Reviews in National Magazines....................Appendix H
Base Station/Remote Site Consolidation feature...............Appendix I
WordStar/MailMerge[TM]/Basica/Output Sequential File.........Appendix J
[also: WordPerfect[TM] Merge and dBASE III [TM] ]
IN-CONTROL 12 PACK [TM], Version 2.645
Table of contents
[continued]
Contents Pages
Overview of Memo Options:
Every prospect and activity record has its own word processor!
Prospect Memo..........................................Appendix K-I
Activity Memos........................................Appendix K-II
Quick Memo [TM].......................................Appendix K-III
Labels Menu:
10 options that give you control over your data............Appendix L
Automatic Statements [used for billings or collections]......Appendix M
Printit v3.5, 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
Consolidating Multiple Categories in your reports............Appendix R
History of the program and
Statement of Principles from its author....................Appendix S
Assigning priorities to Prospects............................Appendix T
Installation Procedures Menu.................................Appendix U
Economic Value of the Portfolio of Prospects.................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 Prospect and activity files]
Create your own fields.......................................Appendix Z
[track and retieve data using your unique industry-specific codes!]
Act Now! [TM]..............................................Appendix A-1
[create 'Activity Now' from Prospect File automatically]
Logic behind Comments/name/city selection..................Appendix A-2
[select out records in 4 different places in program]
Lotus 1-2-3 (C) is a registered trademark of Lotus Development Corp.
IN-CONTROL 12 PACK [TM], Version 2.645
Table of contents
[continued]
Contents Pages
Foreign resellers and distributors.........................Appendix A-3
[Australia, New Zealand, Great Britain, West Germany]
Foreign Credit Card Registration...........................Appendix A-4
[how to register this program if you are outside of U.S.A. or Canada]
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 IN-CONTROL 12 PACK [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 IN-CONTROL 12 PACK [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.
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:
IN-CONTROL 12 PACK [TM], PROSPECT! [TM], Quick Label [TM], Quick Memo
[TM], and Act Now! [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.
BENEFITS
of
Using IN-CONTROL 12 PACK [TM]
BENEFITS:
1) On line documentation:
EVERYTHING IS ON-LINE!
This is a powerful system, but all information you need is on-line. At
every main level or menu, there is a HELP screen.
2) Speed of data search:
FAST SEARCH CAPABILITY
***FAST SEARCH OPTION--lets you retrieve names, activities, or
messages by any word or words that you entered into the comments
section--from last week or 5 years ago! Other search options include
first or last name, phone number, city, or zip code.
FAST! FAST! FAST!
You can retrieve summary information on 10 consecutive people out
of 1,000,000 in 8 seconds!
3) Rolodex features
***An electronic Rolodex with detail information on people: name,
address, zip,city, comments, and 'referred by'--for up to
1,000,000,000 of them!
The Prospect file contains all of those names that you would normally
put into a Rolodex system. From this list you can generate reports
sorted by name, address, city, zip and phone number.
4) Appointments:
Ability to annotate appointments before and after the fact. A reminder
of todays' appointments and commitments, with full notes made at the
time of information input.
Ability to annotate expenses and keep an expense log for all activity
and appointments.
APPOINTMENT SCHEDULES AND GRAPHICS
5 different appointment schedules, including 'TODAY'S APPOINTMENTS',
as well as an on-line graphics display of appointments for any 14 day
period (any monitor).
benefits - page I
5) Keep "layers" of data separate.
"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 electronic Rolodex and you
purchase a list of prospects from someone that has 10,000 names,
you can enter them into the program 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 prospects,
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.
6) Other:
SECRETARIAL INPUT:
In your absence , he or she can input into your appointment system.
Later you can create appointment schedules.
ALL REPORTS FIT INTO A STANDARD BRIEFCASE!
All of the reports are printed out on standard 8 1/2" by 11" computer
paper (at 10cpi) , so that you can carry this information with you
when you are on the road. This frees you from having to be tied to
your computer in order to retrieve prospect data. For example,
while you are in a hotel room at 10PM, you can refer to your reports
to answer questions such as: "Who are my prospects in Denver, the
names of the contacts at each company, their phone numbers, and what
comments have I recorded about them in the electronic Rolodex as
well as on any subsequent prospecting phone calls I made to them?"
SYSTEM REQUIREMENTS AND PROGRAM SPECIFICATIONS:
Hardware required:
IBM PC, PC-compatible, or MS-DOS computer
512 KB free memory
2 floppy drives
Specifications:
DBASE III [TM] compiled (stand alone product, nothing extra required)
1,000,000,000 records per file (prospect or activities)
99,999,999 categories or "layers" of data permitted
1,000,000,000 phone number dialer
1,000,000,000 mailing label subsystem
benefits - page II
QUESTIONS PEOPLE ASK:
Business people ask questions about performance
and
Specific Applications
BUSINESS PEOPLE ASK:
"Does a menu-driven system exist that meets my needs?"
The answer to all of the following questions is:
"Yes, yes, yes: IN-CONTROL 12 PACK [TM] does."
A TICKLER FILE:
"My needs are simple. My appointments are mostly of a short-term
nature, no more than 4 to 5 weeks in the future. About 10 percent of
them are rescheduled, but by and large the quantity of information I
deal with is limited. All I want to do is to push one button every
morning and generate a one-page report that fits into my briefcase and
shows me all appointments for that day, along with a lengthy comment
for every appointment, entered at the time the appointment had
originally been made. In this way, I know what I have to do that day.
Before each appointment, I can brief myself from the comment that
appears below each prospect or company whose name appears on the daily
appointments schedule. Does any system like this exist."
LONG CLOSE CYCLE:
"I market a product to Utility companies that has a long close cycle.
Each sale and all of the presentations that precede the sale are a team
effort, yet we have a hard time coordinating the appointments and
presentations that our customers. Is there any simple way to
coordinate these activities and is there a tool that allows one member
of the team to make appointments that will then be easily communicated
to the other members of the team in a standardized format?"
EMPLOYEE TURNOVER AND TRAINING:
"When an employee leaves our division, he or she has been acting in a
specialized capacity on a team that deals with the customer. Once that
person leaves, we go through the same cycle every time. Since we have
not standardized the way each person tracks their activity with the
customers, each employee keeps a folder or folders in their desk. When
they leave, nobody has time to look at those folders and the
replacement employee can't make any sense out of what is in the
folders. Hence, the training and replacement phase in employee turnover
seems to be slow and expensive. Is there a tool that standardizes the
information kept on activities performed for customers and then
presents that data in a form that new employees can use to brief
themselves?"
questions - page III
MANAGING MAILING LABELS:
"I have a tough time managing my mailing labels. When my business
first began, I used a software program that created labels for my 500
customers. Then I purchased a mailing list with 5000 names. Since
then, I have had 3 different advertising campaigns, each with an
average response of 2000 names. I now have 11,500 names in the
program. The last time I tried to print out labels, the program tried
to print out all of them before the printer ran out of labels! Look, I
have 5 different blocks of data, but the program doesn't know that. Is
there any program that can group my data, whether I have 5 blocks of
data or 99,999,999 blocks, so that I can select which of those groups
to print out? Once I get that under control, I would then like to be
able to select mailings to one zip code, a range of zip codes (such as
south Florida), one company letter, or a range of companies (such as
all "T"'s, or all "F"'s through "T"'s). Is there any menu-driven
program that will give me these features within any one block of data,
as well as for all of the blocks combined, at my option?"
TRACKING EXPENSE DATA:
"After I set up my appointments, is there a simple way to go back to
those records, enter an expense item and then later summarize those
expenses by customer, for any period of time, by salesman or customer
support person? Does a menu-driven program exist that can do this for
me?"
TRAVELING SALESMEN:
"When I'm on the road, I often need this type of information: Who are
our prospects in Denver, what activities or appointments have occurred
in the past with each one, and what comments did the salesperson make
at that time? Is there a painless way to just push a button and have
reports in my briefcase, on standard 8 1/2 by 11 inch paper, that give
me this data? Also, in my absence, is there a way my secretary can take
inquiries from prospects and record them into a system that requires no
learning on her part and yet generates a report upon my return of who
called and their comments. Does a product exist that does all of these
things?"
COLLECTIONS OFFICER IN BANK
"I'm a collections officer in a bank. We have a hard time tracking
collections activity: on whom have we called and what activities have
occurred with each customer? Does a simple, menu-driven system exist
that would allow me the flexibility of modifying an off-the-shelf
software package to do what I need done in a bank? Further, can I make
these modifications once from a menu and from then on the program would
remember my unique nomenclature. I guess what I really want is a way of
standardizing the way we track collections activity."
questions - page IV
INSTALLATION:
Instructions for Installing
IN-CONTROL 12 PACK [TM]
All Installation procedures are now defined externally by:
GO.BAT and GO2.BAT
Supplemented by:
Appendix U:
Installation Procedures Menu
-----------------Help Screen-------------------
HELP SCREENS
Many 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. Almost every menu has a HELP screen.
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". By typing
an "R" repeatedly, you can always return back to the beginning, the
Main Program Menu.
Installation - page V
PREFACE TO THE TUTORIALS
This program relates activities to prospects. It will summarize
dollars spent for any activity or group of activities, for any
prospect, for any period of time. Thus it is ideal for tracking
revenue or expense data on a prospect, but it can also be used to
summarize collections, subscriptions, or any monies received for any
one person or group of persons.
Before entering an activity record, you must first create one main
record in the Prospect file. From this record will be related all
activities about that prospect. Stated another way, you cannot enter
an activity into the Activity file unless you first have an entry in
the Prospect file. There is one exception, though. If someone is using
the program in your absence, such as a secretary, the program will
allow him or her to enter an unlimited number of activities for a
prospect called 'NEW'. This exception is intended to be used
intermittently in your absence and allows you to identify those
activities that were recorded while you were gone.
Definition of 'Company Name':
In the Prospect file you will observe these three fields:
First Name : Last Name :
Full Company name of Prospect :
Let's say that you are making an entry for 'John Doe' and he has no
company name. Make these two entries:
First Name :John <====enter this Last Name :Doe <=====enter this
Full Company name of Prospect : <====leave this line blank.
If you enter a first and last name for someone who has no company name,
the program will create a company name on the screen for you of:
first name + last name.
Observing how the program shows appointments:
Bring up the program (PROSPECT.EXE) the first time with this command:
PROSPECT. This will take you through the system installation process
and will then present you with the Main Program Menu. Once you see
this, exit the program with an 'X'.
After you have left the program , set the system date to January 2,
1986, with the following command:
C>DATE <====== enter this command
Current date is Mon 12-01-1986
Enter new date: 1-02-1986 <==== enter this date
A number of appointment records are in the Test Data that reflect
appointments made during the 2 weeks following January 2, 1986. Now
invoke the Prospect Tracking System by entering: PROSPECT. The program
will then give you an analysis of the appointments for that day, as
well a graphics presentation of all appointments for the next two
weeks. (It does this if you have at least one appointment for today.)
PREFACE TO THE TUTORIALS
Continued
A Preview of the options that customize this system:
Accessing the Custom Options:
Let's say that you don't want the program to show you the appointments
every time you bring up the program. Once you arrive at the Main
Program Menu, you will observe Option 5, Other Options. Enter a '5'
(without quotes), and you will then be at the Other Options Menu. At
this menu, you have a number of options. Later you can come back to
this part and explore the meaning of the various options by reading
through the 'Help' file. For now, enter 'C' to access:
C) Customize this system to your needs
You will then see the Custom Options Menu. For now, we are only
interested in option 4,
4) Toggle initial graphics image for Appointments
Before selecting option 4, let's go to the Help file to understand
exactly what this option does. Do this by entering an 'H' for Help.
Once you have done this, you will be in the Help file for the Custom
Options Menu. Using the Up and Down arrows on your keyboard, scroll
through the Help file until you come to the explanation for Option 4.
After you have understood what Option 4 will do for you, select the
'ESCAPE' key to exit from the Help file. You will then be back at the
Custom Options Menu. For now, enter '4' once and watch the screen.
The message to the right of Option 4 will change from [now on] to [now
off]. After you have observed this change, select '4' once more so
that [now off] becomes [now on], thereby restoring the original
setting. Later on, when you become more proficient with the program,
come back to the Custom Options Menu and experiment with the various
options available to you. (You can, for example, change the name used
throughout the program for Expenses to Collections or Revenues. Many
of the names and titles used throughout this program can be modified
through the Custom Options menu.)
For the time being, return to the Main Program Menu by entering 'R'
twice. Then exit the Main Program Menu by entering an 'X'. Once you
have returned to your default drive, change the DATE back to the true
current date with the DATE command.
TUTORIAL ONE:
Creating one new record in the Prospect File
tutorial 1 - page 1
The first menu you see when you invoke IN-CONTROL 12 PACK [TM] is:
=============================================================================
---------------------- Prospect and Activity Tracking System ------------ |
|
ACS |
Main Program Menu
--------------- --------------------- ----------------
| 07/26/86 | | Please Choose One | | 09:26:09 |
--------------- --------------------- ----------------
1) Prospect File and Mailing Labels
2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge/data file
C) Economic Value of the Portfolio of Prospects
X) Exit System
|
Category Selected : ALL |
|
=============================================================================
With IN-CONTROL 12 PACK [TM] you can relate activities to the Prospect
File, such as phone calls to prospects or inquiries from customers.
From the activities are generated future appointments, reports for
prospects and activities, and revenue/expense reports.
PURPOSE OF TUTORIALS:
The purpose of these tutorials will be to show you how the Prospect
file integrates with the Activities file and how reports and
revenue/expense summaries are generated from them within IN-CONTROL 12
PACK [TM].
tutorial 1 - page 2
==============================================
| Adding a Record to the Prospect File |
===============================================
Let's say that you acquired the business card, below, from someone at a
recent trade show.
BUSINESS CARD:
-----------------------------------------------------------
| Paul Sax |
| ACS |
| |
| 2116 E. Arapaho |
| Suite 226 |
| Richardson, TX 75081 |
| |
| Phone: (214) 690-6017 |
| |
------------------------------------------------------------
On the back of this card is scribbled the note: "Sells to OEMs only."
To bring this into IN-CONTROL 12 PACK [TM], go to the Main Program
Menu, then invoke '1' for the Prospect File. You will then see:
=============================================================================
|
Prospect and Activity Tracking System |
|
PROSPECT FILE
----------------------------------------------------------
| |
----------------------------------------------------------
| |
| A to ADD data |
| G to GET/EDIT data |
| |
| |
| L to print mailing LABELS |
| |
| H for Help on Prospect File |
| |
| R to RETURN to main menu |
| |
---------------------------------------------------------- |
|
PLEASE ENTER YOUR CHOICE : |
============================================================================
tutorial 1 - page 3
Enter an 'A'. You will see the blank screen as below.
=============================================================================
-------------------- Prospect and Activity Tracking System -------------- |
|
Date / / |
Name of Contact: Addressed as (Mr., Ms., Miss or Mrs.) :Mr.
First Name : Last Name :
Full Company name of Prospect :
****Address of Prospect ****
Address1 :
Address2 :
City :
State TX Zip Code 0
Phone Number :( )000-0000
Comment one :
Comment two :
Referred Priority, if any: 0
Date Revenue/Expenses were last summarized : / / Time of update :
Summary of Revenue/Expenses for this Prospect, all activities : 0.00
Category Selected 1
MAKE AS MANY ENTRIES AS YOU WANT. |
WHEN DONE ENTER BLANKS FOR COMPANY NAME |
|
=============================================================================
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 Prospect :
This field is important because the computer 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' (all caps) for 'Full Company name of
Prospect'. The program uses this item to search for other data. When
you come to the field named 'COMMENT1', 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
6. For now, just enter the text as shown, then push the [RETURN] key
enough to go to the bottom of the screen. When you are finished, you
will see this on the bottom of the screen.
MAKE AS MANY ENTRIES AS YOU WANT.
WHEN DONE ENTER BLANKS FOR COMPANY NAME
Press Any Key When Ready
tutorial 1 - page 4
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 Prospect :
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.
==============================================
| Returning to the Prospect File Menu |
===============================================
Now go to the "G" option. You should see (with slightly different
data):
=============================================================================
|
Date 04/15/86 |
Name of contact: Addressed as (Mr., Ms., Miss or Mrs.) :Mr. |
First Name :John D. Last Name :Cauble, Jr.
Full Company name of Prospect : Accounting & Tax Service
****Address of Prospect ****
Address1 :11056 Shady Trail
Address2 :Suite 101
City :Dallas
State TX Zip Code 75229
Phone Number :(214)357-5454
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
Date Revenue/Expenses were last summarized :01/01/01
Summary of Revenue/Expenses for this Prospect, all activities : 0.00
Category Selected 1
ENTER N FOR NEXT, P FOR PREVIOUS |
S FOR SEARCH, M FOR MORE COMMANDS |
RETURN EXIT |
=============================================================================
This is the screen that you saw a second ago, but with some other
commands at the bottom:
ENTER N FOR NEXT, P FOR PREVIOUS
S FOR SEARCH, M FOR MORE COMMANDS
RETURN 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. We'll
come to "M" in just a minute.
tutorial 1 - page 5
For now, enter "S". You should hear a beep, and the screen will then
go blank. Note that the cursor has now moved to the this line (or
field):
Full Company name of Prospect :
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.
When you search for records, you use the company name to retrieve any
record. The company name is important because, with this piece of
information, the computer can locate any record in the file. The
company name does not have to have the same capitalization as you had
originally entered it. If you wish, you can make a partial entry. For
example, let's say that you had originally entered "General Motors".
If, in searching for this record, you entered "Ge", you would find it,
or a record close enough to it that you could use the "P" and "N"
option to find it.
Why would you have a close match, but not a perfect one? Let's say that
you had originally made two entries: "General Motors" and "General
Foods". If you searched for "Ge", the first record satisfying this
requirement would not be "General Motors", but "General Foods". But
right behind it would be the record for "General Motors", just like in
a 3 by 5 card box. Anyway, with the "S" option, you can search anywhere
you want, but you must always put some value there, not just a blank.
If the computer can't find any match at all, it will say:
NOT FOUND
TRY AGAIN(Y/N)?
If you want to try again to search for another record, enter "Y";
otherwise, enter an "N" for no.
After entering the "N", you will be back to the prior menu, on the
bottom of which is:
ENTER N FOR NEXT, P FOR PREVIOUS
S FOR SEARCH, M FOR MORE COMMANDS
RETURN EXIT
Enter an "M" for more commands. You will then hear a beep and some new
commands will appear:
ENTER E TO EDIT, D TO DELETE,
PRESS RETURN WHEN DONE
If you wish to edit this record, enter the "E". After doing this, you
will hear a beep, the screen will blink, and you should see this
message on the bottom:
ENTER ALL CHANGES
tutorial 1 - page 6
When you see this, it means that you can move around the screen as much
as you wish using the arrows or hitting "ENTER". Make any changes you
wish. When you come to the end of the screen, you will then see:
ANY MORE CHANGES (Y/N)? N
If you say "Y", then you can continue making changes to this record.
Otherwise, by entering an "N" , or just by hitting "ENTER", you will
then see this again:
ENTER E TO EDIT, D TO DELETE
PRESS RETURN WHEN DONE
If you wish to delete this or any record, enter the "D" option. You
should see:
ENTER E TO EDIT, D TO DELETE,
ARE YOU SURE(Y/N)?N
This system automatically inserts an "N" to this answer unless you
override it by entering a "Y". If you do enter a "Y", you will then
see:
ENTER E TO EDIT, D TO DELETE,
PRESS RETURN WHEN DONE
Press "ENTER". After you go back one or two screens, you will then be
back to the main menu for the Prospect File.
Note that you enter the "R" option to get back to the last menu. This
is true from any menu. "R" will get you back to the last menu.
After entering an "R", you should have returned to the Main Program
Menu.
tutorial 1 - page 7
TUTORIAL TWO:
Adding two records into the Activity file
for the one record just entered into the Prospect file
tutorial 2 - page 8
ADDING RECORDS TO THE ACTIVITY FILE:
TUTORIAL FOR ACTIVITIES FILE
OVERVIEW
The Activities file serves 3 purposes:
1) As you contact people over the phone, the screen will identify to
you detail information on that prospect as soon as you input the
company name into the Activity screen, or the first few letters of the
company name.
2) In your absence, your secretary may be receiving inquiries for you.
In those cases where the caller already has a record entered into the
Prospect file, your secretary will see all of the detail information
about that prospect in 2 seconds. If, on the other hand, that inquiry
is from a person not known to you, your secretary will then be able to
enter a message plus some more detail information, such as name,
address, and zip code.
This achieves two objectives: a) You or your secretary can input data
into the Activity file on any prospect, regardless of whether or not
they are already in the Prospect file. b) Messages taken in your
absence into the 'NEW' category will not be lost but will be grouped
together in the activity reports, with their comments and phone
numbers. In this way, you can follow up on all inquiries made in your
absence, even if your secretary recorded partial messages.
3) All of the activities--both incoming inquiries and outgoing
prospecting calls--will generate reports, sorted by name, dates,
company name, comments, that will help you track and then follow up on
those calls.
Observe that if the person is already in the Prospect file, a lot of
information is displayed either to you or to your secretary, but you
input only 3 new items per activity: "COMMENTS", "DATE OF NEXT
APPOINTMENT OR COMMITMENT", and "REVENUE/EXPENSES FROM THIS ACTIVITY".
tutorial 2 - page 9
From the Main Program Menu, you should see this screen:
=============================================================================
|
---------------------- Prospect and Activity Tracking System ------------ |
|
ACS
Main Program Menu
--------------- --------------------- ----------------
| 07/26/86 | | Please Choose One | | 09:26:09 |
--------------- --------------------- ----------------
1) Prospect File and Mailing Labels
2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge/data file
C) Economic Value of the Portfolio of Prospects
X) Exit System
|
Category Selected : ALL |
=============================================================================
Select option 2, Activities File. You should then see this menu:
=============================================================================
Prospect and Activity Tracking System |
|
Activity File |
|--------------------------------------------------------|
| |
|========================================================|
| |
| A to ADD data |
| G to GET/EDIT data |
| 1 for four week/99 year universal calendar |
| |
| H for Help on Activity File |
| |
| R to RETURN to prior menu |
| |
|--------------------------------------------------------|
|
PLEASE ENTER YOUR CHOICE : |
|
============================================================================
tutorial 2 - page 10
======================================================================
| ADDING A 1ST RECORD: |
| CALLER OR PERSON ALREADY IN PROSPECT FILE |
| |
| |
| (inquiry made to you or your secretary from an existing prospect, |
| or prospecting call that you make to your prospect) |
| This example uses the TEST DATA that comes with the demo. |
======================================================================
(A to ADD data)
When you invoke the "A" option from the Activity menu, you will see
this screen:
=============================================================================
------------------ Prospect and Activity Tracking System --------------- |
Activity File |
|
Full Company Name for Prospect :NEW
(defaults to NEW. If you are finished entering records, |
touch the space bar once to remote the NEW) |
|
=============================================================================
Let's say that you have a prospect named "ACS" in the Prospect file
that you are about to call, but that you have forgotten how it is
spelled. In this case, enter just the first letter, or "A" (without
the quotes), and the program will search for all companies that begin
with that first letter.
Full Company Name for Prospect :A
Whatever letter appears first will dictate the search for similarly
named companies.
[NOTE: Here are the three alternate events that could occur as you
enter a name or letter into the blank spaces on the above screen. 1)
The program looks to see if the word "NEW" is there. If so, it sets up
a 'NEW" record. (or) 2) You type in a name that is in the Prospect
file. The program then retrieves all detail information and displays
it to you. This set step is described in a few lines. (or) 3) You
enter a company name that the system doesn't recognize. It then takes
the first letter that you entered, in this case "A", and searches the
Prospect file for all companies beginning with that name. The program
then presents that list to you, along with first and last name of the
contact, and his or her phone number.]
tutorial 2 - page 11
After you have typed in an "A", you will see the following screen:
=============================================================================
The system could not find your entry. |
|
These are the records in the Prospect File that begin with the first |
letter of the name you just inputted. They appear with the name of
the Prospect, followed by the first and last name of the contact.
[To change search width of 1 character(s),
go to the Other Options Menu, option 5]
ACS : Paul Sax, (214)690-6017
Accounting & Tax Service : John D. Cauble, Jr., (214)357-5454
Addmaster/Marchant : Hugh Clary, (818)358-2395 |
Press any key to continue... |
|
=============================================================================
The first record is the one you just inputted. The second and third
records are from the Test Data that comes with this demo. Remember the
correct spelling of the Company name. After you press any key, you
will then see the following screen:
=============================================================================
--------------- Prospect and Activity Tracking System ------------------ |
Activity File |
Full Company Name for Prospect :NEW
|
|
=============================================================================
Now enter the name "ACS" into the space occupied by the word "NEW", as
in (ignore upper and lower case conventions):
enter this
Full Company Name for Prospect :ACS <=====================
tutorial 2 - page 12
You will then see the following screen:
=============================================================================
The contact for ACS is : |
|
Mr. Paul Sax, (214)690-6017 |
Comments from the Prospect file about ACS :
Sells to OEMs only.
|
|
|
=============================================================================
The purpose of this screen is to show you the original comments from
the Prospect file about this prospect. After you then enter any key,
you will see the following screen:
=============================================================================
------------------ Prospect and Activity Tracking System --------------- |
|
Name of contact: Addressed as (Mr., Ms., Miss or Mrs.) :Mr.
First Name :Paul Last Name :Sax
Full Company name of Prospect : ACS
Category Selected 1
Activity date :08/04/86 Time :21:24:25
Address line one :2116 E. Arapaho
Address line two :Suite 226
City :Richardson
State TX Zip code 75081
Phone number :(214)690-6017
Comments :
|
Date of next Appointment 01/01/01 |
How much Revenue/Expense did you incur on this activity : 0.00 |
============================================================================
tutorial 2 - page 13
This screen serves to collect 3 items from you:
COMMENTS : (200 characters)
DATE OF NEXT APPOINTMENT: <=====leave the default date
alone unless you have an
appointment.
REVENUE/EXPENSES FROM THIS ACTIVITY:
On this activity, lets enter the following:
COMMENTS: "Show demo at 9am for modem 212A."
DATE OF NEXT APPOINTMENT:"12/10/1988" <=====do not use any quotes
EXPENSE:"50"
Later on, you can search through all of your comments for any word that
you entered or any partial word by going to the Main Program Menu and
invoking Option 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 prospect
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 8, Appointment Schedules.
Also, any Revenue/Expense item you enter for this prospect can be
summarized later for any prospect, for any period of time, using Option
4, main program menu, EXPENSE\REVENUE REPORTS.
In any case, after you have entered the information about that
prospect, you will see the following line appear on the bottom of your
screen:
IF YOU WISH TO IGNORE THIS ENTRY, ENTER A "1"
Press any key to continue...
If you enter a "1" (without the quotes), then this entire record is
forgotten. Otherwise, this activity record is appended to the Activity
file.
The reason for this is to give you the option of ignoring prospecting
calls that were not completed while you waited on the phone. Note that
if you enter nothing in the 4 fields indicated above, the record is
still saved under that name of that prospect, unless you issue the "1"
to ignore it.
tutorial 2 - page 14
======================================================================
| ADDING A 2ND RECORD |
| CALLER OR PERSON ALREADY IN PROSPECT FILE |
| |
======================================================================
You should now be back to this menu for the Activity file:
=============================================================================
--------------------- Prospect and Activity Tracking System ------------ |
Activity File |
|
|--------------------------------------------------------|
| |
|========================================================|
| |
| A to ADD data |
| G to GET/EDIT data |
| 1 for four week/2899 year universal calendar |
| |
| H for Help/Tutorial on Activity File |
| |
| R to RETURN to prior menu |
| |
|--------------------------------------------------------|
|
PLEASE ENTER YOUR CHOICE : |
|
=============================================================================
Let's repeat the last process and add another activity record for ACS.
As you again invoke the "A" option from the Activity menu, you will see
this screen:
=============================================================================
--------------------- Prospect and Activity Tracking System ------------ |
Activity File |
|
Full Company Name for Prospect :NEW
(defaults to NEW. If you are finished entering records, |
touch the space bar once to remove the NEW) |
|
=============================================================================
Type the letters "ACS" over the word "NEW", followed by [RETURN].
enter this
Full Company Name for Prospect :ACS <=================
tutorial 2 - page 15
You will again see the following screen:
=============================================================================
The contact for ACS is : |
|
Mr. Paul Sax, (214)690-6017 |
Comments from the Prospect File about ACS :
Sells to OEMs only.
|
Press any key to continue... |
|
============================================================================
The purpose of this screen is to show you the original comments from
the Prospect file about this prospect. After you then enter any key,
you will see the following screen:
=============================================================================
--------------------- Prospect and Activity Tracking System ------------ |
|
|
Name of contact: Addressed as (Mr., Ms., Miss or Mrs.) :Mr.
First Name :Paul Last Name :Sax
Full Company name of Prospect : ACS
Category Selected 1
Activity date :08/04/86 Time :21:24:25
Address line one :2116 E. Arapaho
Address line two :Suite 226
City :Richardson
State TX Zip code 75081
Phone number :(214)690-6017
Comments :
Date of next Appointments 01/01/01
How much Revenue/Expense did you incur on this activity : 0.00 |
|
|
============================================================================
tutorial 2 - page 16
On this activity, lets enter the following:
COMMENTS: "Mail product literature and check back with prospect on Monday."
DATE OF NEXT APPOINTMENT:"12/15/1988" <=====do not use any quotes
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.
==============
| SUMMARY : |
==============
You have created two activities records for 'ACS', each with following
comments, Revenue/Expense items, and future appointments:
FUTURE
ACTIVITY COMMENTS: 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 prospect on
Monday."
Observe that you did very little data entry for each activity, even
though a lot of detail information was presented to you about each
prospect--information that you input only once into the Prospect file!
tutorial 2 - page 17
================================
| OTHER ITEMS ON THE MENU |
| FOR THE ACTIVITIES FILE |
=================================
================================
| OPTION "G" |
| RETRIEVING AN EXISTING RECORD |
=================================
(G to GET/EDIT data)
This option operates the same way as the Prospect file. Once you
understand how to retrieve a record using the "G" option in the
Prospect file, then you can do the same in about any other part of the
program.
Observe that when you search for a record in the Activity file, you are
looking for a company name, using the "S" option within the "G"
screen.
You can test this by entering an "S", then adding "ACS" to the company
name to search for. Once you find the first "ACS" record, you can then
look at the records "behind" that first one, using the "F" and "P"
options (Forward and Prior) to flip back and forth to see each record.
All activity records for any one prospect are grouped together by date,
then time of message.
tutorial 2 - page 18
TUTORIAL THREE:
Creating Revenue/Expense reports
from the two records entered into the Activity file
in Tutorial 2:
tutorial 3 - page 19
==============================================
| Generating Financial |
| reports from |
| the 2 records |
| that you added to the Activity |
| File (Tutorial 2) |
===============================================
From the Main Program Menu, you should see this screen:
=============================================================================
|
-----------------------Prospect and Activity Tracking System ----------- |
|
ACS
Main Program Menu
--------------- --------------------- ----------------
| 07/26/86 | | Please Choose One | | 09:26:09 |
--------------- --------------------- ----------------
1) Prospect File and Mailing Labels
2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge/data file
C) Economic Value of the Portfolio of Prospects
X) Exit System |
|
Category Selected : ALL |
=============================================================================
tutorial 3 - page 20
Select option 4, Revenue/Expense Report. You should then see this menu:
=============================================================================
|
-----------------------Prospect and Activity Tracking System -------------- |
|
Start Date Revenue/Expense Summary Menu End Date
|-------------| |-------------------| |--------------|
| 01/01/1901 | | Please Choose One | | 12/12/2999 |
|-------------| |-------------------| |--------------|
1) Change Start/Stop Date of Summary
2) Select Prospect Being Summarized :
3) Summarize and Post all Expenses from the Activity File
4) Generate Summary Report to Printer
5) Menu for Statements
H) Help Screen
R) Return to Prior Menu
Date of most recent posting: 07/13/86
Person to be summarized: ALL |
Category Selected (defaults to ALL): 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 PROSPECT 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 03/17/86
Total Revenue/Expense= $ 33.50
Lolir Lectronics, Category is : 1
$ 40.00, occurred on 04/18/86
$ 22.50, occurred on 04/22/86
$ 18.50, occurred on 05/03/86
Total Revenue/Expense= $ 81.00
Texas Commerce Plumbing, Category is : 1
$ 21.50, occurred on 03/17/86
$ 27.50, occurred on 03/17/86
$ 40.00, occurred on 04/22/86 |
Total Revenue/Expense= $ 89.00 |
Grand Total....$288.50
Press any key to continue... |
=============================================================================
tutorial 3 - page 21
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) Generate Summary Report to printer
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:
=============================================================================
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.
tutorial 3 - page 22
=============================================================================
|
|
Page No. 1 Prospect and Activity Tracking System
Revenue/Expense Report, Category = ALL
START DATE =01/01/1901, END DATE =12/12/2999
Grand Total = $ 288.50
** Prospect : ACS
TOTAL $ = 85.00, 2116 E. Arapaho, Suite 226,Richardson, TX,
75081, (214)690-6017, Paul Sax, Sells to OEMs only.
** Prospect : Fourcolor Data Systems
TOTAL $ = 33.50, 7011 Malabar Street, ,Dayton, OH, 45459,
(513)433-3780, Steve Takiff, also, call 800-3-4-color, they produce FASTBASE
III
** Prospect : Lolir Lectronics
TOTAL $ = 81.00, 13933 N. Central Expressway, Suite 212,Dallas,
TX, 75243, (214)234-8032, Alan Lolir, also, call 234-8056 ("Shari"), Jerry
Prado works here John Cauble will bring up SBT system
** Prospect : Texas Commerce Plumbing
TOTAL $ = 89.00, 11056 Shady Trail, Suite,Dallas, TX, 75229,
(214)357-5454, David Beard, interested in an estimating program, handling
material,labor hours,markup,rate, for plumbing
|
ACS HELP Keys: PgUp PgDn Arrows ESC=exit |
|
=============================================================================
Observe in this report that each company is followed by the information
that you entered once into the Prospect 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
prospects who are in the Prospect file. If you wish, you can select
just one name on which to summarize expenses. To verify this, select
option 2:
2) Select prospect being summarized :
tutorial 3 - page 23
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) Change Start/Stop Date of Summary
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 4 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 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), and you should be back to the
main program menu, below:
=============================================================================
-----------------------Prospect and Activity Tracking System ----------- |
|
Main Program Menu
--------------- --------------------- ----------------
| 07/26/86 | | Please Choose One | | 09:26:09 |
--------------- --------------------- ----------------
1) Prospect File and Mailing Labels
2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge/data file
C) Economic Value of the Portfolio of Prospects
X) Exit System
|
Category Selected : ALL |
=============================================================================
tutorial 3 - page 24
TUTORIAL FOUR:
Creating Appointment reports
from the two records entered into the Activity file:
tutorial 4 - page 25
==============================================
| Generating Appointment |
| schedules from |
| the 2 records |
| that you added to the Activity |
| File (Tutorial 2) |
===============================================
===================================================================================
From the Main Program Menu, you should see this screen:
=============================================================================
|
-----------------------Prospect and Activity Tracking System ----------- |
|
ACS
Main Program Menu
--------------- --------------------- ----------------
| 07/26/86 | | Please Choose One | | 09:26:09 |
--------------- --------------------- ----------------
1) Prospect File and Mailing Labels
2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge/data file
C) Economic Value of the Portfolio of Prospects
X) Exit System
|
Category Selected : ALL |
|
=============================================================================
Select option 7, Appointments. You should then see:
tutorial 4 - page 26
============================================================================
-----------------------Prospect and Activity Tracking System ----------- |
|
Appointments Menu |
*****Make sure your printer is on line before choosing*****
---------------------
| Please Choose One |
---------------------
1) List out all prior Appointments
(Occurring prior to today)
2) Produce today's Appointments
3) Print all future Appointments, excluding today's
4) Print all future Appointments, including today's
5) Display a graphics image of any 14 day prior of Appointments
6) Select your start/stop date for Appointments, then print out
H) Help Screen for Appointments Menu
S) Sample schedules
R) Return to prior menu |
|
|
=============================================================================
Select option 4. (Print all future Appointments, including today's).
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 ALL FUTURE APPOINTMENTS, INCLUDING TODAY'S |
07/27/86 |
** DATE : 12/10/88
December 10, ACS, Paul Sax,(214)690-6017, 2116 E. Arapaho, Suite 226,
Richardson, TX, Show demo at 9am for modem 212A.
** DATE : 12/15/88
December 15, ACS, Paul Sax, (214)690-6017, 2116 E. Arapaho, Suite 226,
Richardson, TX, Mail product literature and check back with prospect on
Monday. |
|
=============================================================================
tutorial 4 - page 27
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 Prospect 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 the first 4 options means, push
the 'H' key for help and then browse around the Help screen, reading
the definitions of options 1 through 4. When you are finished, push
the [ESCAPE] key again to return to the Appointments Menu.
From the Appointments Menu, select option 5:
5) Display a graphics image of any 14 day period of Appointments
When you see the following menu, enter '12/10/88' as the starting date
for your graphics display of Appointments:
=============================================================================
|
|
-----------------------Prospect and Activity Tracking System ---------- |
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
Scale: 1.00 |
|
|
=============================================================================
tutorial 4 - page 28
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] |
-----Prospect and Activity Tracking System ----- |
=============================================================================
Push any key to return to the Appointments Menu. In addition to the 2
activities that you have created for 'ACS', you can also, examine the
10 activities that came with your Test Data. To do this, select option
1:
1) List out all prior Appointments
(Occurring prior to today)
The program will again give you some options on creating a text file or
printing it out now. Indicate that you want to send the report to a
text file and that you want to view it now. You should then see the
report on the next page:
tutorial 4 - page 29
=============================================================================
|
Page No. 1 PRIOR APPOINTMENTS |
07/30/86 |
** DATE : 01/02/86
January 2, Fourcolor Data Systems, Steve Takiff, (513)433-3780, 7011 Malabar
Street, , Dayton, OH, See Steve at 9am for a presentation
January 2, Sabet Electronics, Doug Quach, (214)783-49n0, 13650 Floyd, Suite
104, Dallas, TX, Meet him at his store tomorrow for a demo.
** DATE : 01/03/86
January 3, Accounting & Tax Service, John D. Cauble, Jr., (214)357-5454,
11056 Shady Trail, Suite 101, Dallas, TX, John would like have a conference
call with his customer to see if my service will help him (at 6PM)
January 3, Addmaster/Marchant, Hugh Clary, (818)358-2395, 2000 South Myrtle
Ave, , Monrovia, CA, Will meet with Hugh by conference call on Friday at 3PM
January 3, Micro Distribution Center, Tom Lin, (214)437-6775, 1701 N.
Greenville, Suite 905, Richardson, TX, Meet Tom at 11:00 AM to discuss
pricing for his new line.
January 3, Texas Commerce Plumbing, David Beard, (214)357-5454, 11056 Shady
Trail, Suite, Dallas, TX, John would like to see the SBT demo book. Meet him
at the Shady Trail office at 1PM
** DATE : 01/06/86
January 6, Accounting & Tax Service, John D. Cauble, Jr., (214)357-5454,
11056 Shady Trail, Suite 101, Dallas, TX, We recently sent him some
literature. Meet with John to clarify how it pertains to his tax service
(10AM)
** DATE : 01/07/86
January 7, Rex Evilsizor, Rex Evilsizor, (817)282-6977, , , Forth Worth, TX,
Meet with Rex on Tuesday at 11AM to clarify his subscription system
requirements.
** DATE : 01/09/86
January 9, Addmaster/Marchant, Hugh Clary, (818)358-2395, 2000 South Myrtle
Ave, , Monrovia, CA, I committed to Hugh to deliver a prototype of the custom
register system to him by Thursday at 4PM
** DATE : 01/10/86
January 10, North American Investment Corp., Ben Scotkin, (800)537-2580, 1951
N.W. 19th Street, Suite 200, Boca Raton, FL, On trip to Florida, meet with Ben
on Friday at 10am |
|
=============================================================================
tutorial 4 - page 30
After you have examined this report, push the [ESCAPE] key once to
return to the Appointments Menu. You will notice that these
appointments were set up in the past during the period 01/02/86 through
01/10/86. To see this graphically, push option 5:
5) Display a graphics image of any 14 day period of Appointments
When you come to the screen below, enter '01/02/86' into starting date
box.
=============================================================================
-----------------------Prospect and Activity Tracking System ----------- |
Enter the starting date for your Appointments |
To use as the starting point for this Graphics chart. |
Date 01/02/86 <==============enter '01/02/86'
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
|
Scale: 1.00 |
|
=============================================================================
The resultant graphics image will be similar to the one you did earlier
in this tutorial, but with the 10 appointments displayed for the 14 day
period that you requested. Do not worry that you did not set these up.
The activity records and their corresponding master records in the
Prospect file were already created for you in the Test Data as a means
to give you some existing data to manipulate.
In any case the bottom of the graphics image for this period of
appointments will look like this:
=============================================================================
Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed |
Appointments for 14 days |
Starting from 01/02/86, Thursday, January 2 |
[Press any key to continue] |
-----Prospect and Activity Tracking System ----- |
=============================================================================
After looking over the graphics image, push [RETURN] once to return to
the Appointments Menu.
tutorial 4 - page 31
==============================================
| Returning to the |
| Main Program Menu |
| |
===============================================
You should be at the Appointments Menu. Select the Return option by
pushing 'R' once (no quotes), and you should be back to the Main
Program Menu, below:
=============================================================================
|
-----------------------Prospect and Activity Tracking System ----------- |
|
ACS
Main Program Menu
--------------- --------------------- ----------------
| 07/26/86 | | Please Choose One | | 09:26:09 |
--------------- --------------------- ----------------
1) Prospect File and Mailing Labels
2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge/data file
C) Economic Value of the Portfolio of Prospects
X) Exit System |
|
Category Selected : ALL |
=============================================================================
tutorial 4 - page 32
TUTORIAL FIVE:
Using the Search option to locate information
tutorial 5 - page 33
==============================================
| Searching for Data |
| and information |
| in the 2 records |
| that you added to the Activity |
| File (Tutorial 2) |
===============================================
In Tutorial 1, you added a record to the Prospect file based on this
business card:
BUSINESS CARD:
-----------------------------------------------------------
| Paul Sax |
| ACS |
| |
| 2116 E. Arapaho |
| Suite 226 |
| Richardson, TX 75081 |
| |
| Phone: (214) 690-6017 |
| |
------------------------------------------------------------
On the back of this card was scribbled the note: "Sells to OEMs only."
In Tutorial 2 you added these two Activity records for 'ACS', each
with the following comments, expense items, and future appointments:
FUTURE
ACTIVITY COMMENTS: EXPENSE APPOINTMENTS
#1 "Show demo at 9am for modem 212A." $50 12/10/88
#2 "Mail product literature and 35 12/15/88
check back with prospect on
Monday."
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'
tutorial 5 - page 34
From the Main Program Menu, you should see this screen:
=============================================================================
-----------------------Prospect and Activity Tracking System ---------- |
|
Main Program Menu
--------------- --------------------- ----------------
| 07/26/86 | | Please Choose One | | 09:26:09 |
--------------- --------------------- ----------------
1) Prospect File and Mailing Labels
2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge/data file
C) Economic Value of the Portfolio of Prospects
X) Exit System |
|
Category Selected : ALL |
=============================================================================
Select option 6, Search Through Data. You should see the following
'Fast Search Through Data Menu':
=============================================================================
-----------------------Prospect and Activity Tracking System ---------- |
|
Fast Search Through Data Menu |
---------------------
| Please Choose One |
---------------------
1) Lightning fast search through Prospect file
(First or last name, Company name.)
[Simpson's Algorithm -- blast through your data!]
2) Select out activity record by date of original entry.
3) Search Activity File, exact caps or position within text not required
Go through comments, first & last name, city, Prospect
4) Search Prospect File, similar to option 3.
Go through comments, first & last name, city, Prospect
5) Select MEMOS from the Prospect or Activity file
6) Status of ALL Memos: character length and date into system.
H) Help
R) Return to prior menu |
|
Category Selected (defaults to ALL): ALL |
=============================================================================
tutorial 5 - page 35
If you want to know in detail what options 1 through 5 are for, then go
to the Help file by selecting 'H'. [option 5 is also covered
extensively in Appendix K] For now select option 1 by typing a '1':
1) Lightning fast search through Prospect file
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:
First Name
Last Name
Company Name
To indicate which of the three you wish to search for, enter a |
1 for FIRST NAME, 2 for LAST NAME, or 3 for COMPANY NAME. |
|
=============================================================================
Enter a '1' for First Name. You should then see:
=============================================================================
|
|
|
Fast Search through Prospect File
(First or last name, or Company name.)
----Exact Capitalization Not Required----
Enter the Prospect name 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.
Observe that in this search, capitalization DOES NOT matter in
in your input and in the prospect file.
Once you are finished with your searches, enter 'RETURN' without
any values. |
|
Enter your letter, letters, or word followed by RETURN: |
=============================================================================
tutorial 5 - page 36
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 Prospect file
that has a first name of 'Paul':
=============================================================================
|
|
|
Enter your letter, letters, or word followed by RETURN: Paul |
ACS : Mr. Paul Sax, (214)690-6017 <==============program will display |
Press any key to continue... 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 through Prospect file
You should then see this screen:
=============================================================================
|
|
|
With this option, you can search for any one of the following:
First Name
Last Name
Company Name
To indicate which of the three you wish to search for, enter a |
1 for FIRST NAME, 2 for LAST NAME, or 3 for COMPANY NAME. |
|
=============================================================================
This time select '3'. This will allow you to search for any company
name.
tutorial 5 - page 37
You should then see:
=============================================================================
|
|
Fast Search through Prospect File |
(First or last name, or Company name.)
----Exact Capitalization Not Required----
Enter the Prospect name 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.
Observe that in this search, capitalization DOES NOT matter in
in your input and in the prospect file.
Once you are finished with your searches, enter 'RETURN' without
any values. |
|
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
Prospect 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
ACS : Mr. Paul Sax, (214)690-6017
Accounting & Tax Service : Mr. John D. Cauble, Jr., (214)357-5454 |
Addmaster/Marchant : Mr. Hugh Clary, (818)358-2395 |
Press any key to continue... |
=============================================================================
tutorial 5 - page 38
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 through comments, first & last name, Company name, city |
(Activity File)
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 other names or identifiers,
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
the comment in order for this search to be successful.
When you are finished, enter 'RETURN' without any data. |
|
Enter the letters or word you wish to search for: |
=============================================================================
Earlier, in Tutorial 2 , you had added these two Activity records for
'ACS', each with following comments, expense items, and future
appointments:
FUTURE
ACTIVITY COMMENTS: EXPENSE APPOINTMENTS
#1 "Show demo at 9am for modem 212A." $50 12/10/88
#2 "Mail product literature and 35 12/15/88
check back with prospect on
Monday."
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, 07/27/86, Paul Sax, Richardson, Show demo at 9am for modem 212A. |
|
Press any key to continue... |
=============================================================================
tutorial 5 - page 39
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 Prospect File.
To do that, select option 4:
4) Search Prospect File, similar to option 3.
You will then see the following menu (next page):
tutorial 5 - page 40
=============================================================================
|
Search through comments, first & last name, Company name, city |
(Prospect File) |
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
the comment in order for this search to be successful.
When you are finished, enter 'RETURN' without any data. |
|
Enter the letters or word you wish to search for: |
=============================================================================
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 ,(214)690-6017 |
|
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 Prospect 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),(214)357-
5454
Lolir Lectronics, Alan Lolir, Dallas, also, call 234-8056 ("Shari"), Jerry
Prado works here John Cauble will bring up SBT system,(214)234-8032
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,(214)783-4950
Texas Commerce Plumbing, David Beard, Dallas, interested in an estimating
program, handling material,labor hours,markup,rate, for plumbing,(214)357-
5454 |
|
Press any key to continue... |
=============================================================================
tutorial 5 - page 41
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 ,(214)690-6017 |
Micro Distribution Center, Tom Lin, Richardson, is this the same as the
Taiwanese Mfg (Larry at 644-9396)? ,(214)437-6775
P.O. BOX, Alyce Fisher, Richardson, they currently have an 8bit system,
written in compiled basic,and would like to upgrade.,(214)783-8581 |
|
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), and you
should be back to the Main Program Menu, below:
=============================================================================
|
----------------------Prospect and Activity Tracking System ---------- |
|
Main Program Menu
--------------- --------------------- ----------------
| 07/26/86 | | Please Choose One | | 09:26:09 |
--------------- --------------------- ----------------
1) Prospect File and Mailing Labels
2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge/data file
C) Economic Value of the Portfolio of Prospects
X) Exit System |
|
Category Selected :ALL |
=============================================================================
tutorial 5 - page 42
TUTORIAL SIX:
An overview of the 'Layer-in' concept:
tutorial 6 - page 43
"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 Prospect File and you purchase a
list of prospects from someone that has 10,000 names, you can enter
them into the Prospect 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 prospects,
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.
The Main Program Menu has option 8:
8) Select, Move, Delete, and Undelete Category
=============================================================================
----------------------Prospect and Activity Tracking System ---------- |
|
ACS |
Main Program Menu
--------------- --------------------- ----------------
| 07/26/86 | | Please Choose One | | 09:26:09 |
--------------- --------------------- ----------------
1) Prospect File and Mailing Labels
2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge/data file
C) Economic Value of the Portfolio of Prospects
X) Exit System
|
Category Selected : ALL |
|
=============================================================================
tutorial 6 - page 44
With option 8, you can assign a unique category number to each grouping
of prospects in the Prospect File.
Let's say that your Prospect File contains names of prospects. Once you
identify a new group of prospects, 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 Prospect
File. From that point on, anytime you wish to segregate that block of
records from either the Prospect File or Activity file, just go to the
main program menu and enter the CATEGORY option, screen 8.
In summary, you can select any one group of prospects in the Prospect
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 Prospect
File together, you would go to option 8 and enter a '0' for Category
Number.
tutorial 6 - page 45
Definition of Shareware
IN CONTROL [TM] is NOT a public domain or free program! It is
being distributed as Shareware. The Association of Shareware
Professionals (ASP) offers the following definition of Shareware:
"Shareware distribution gives users a chance to try software
before buying it. If you try a Shareware program and
continue using it, you are expected to register. Individual
programs differ on details -- some request registration
while others require it, some specify a maximum trial
period. With registration, you get anything from the
simple right to continue using the software to an updated
program with printed manual.
Copyright laws apply to both Shareware and commercial
software, and the copyright holder retains all rights,
with a few specific exceptions as stated below. Shareware
authors are accomplished programmers, just like commercial
authors, and the programs are of comparable quality. (In
both cases, there are good programs and bad ones!) The main
difference is in the method of distribution. The author
specifically grants the right to copy and distribute the
software, either to all and sundry or to a specific group.
For example, some authors require written permission before a
commercial disk vendor may copy their Shareware.
So, Shareware is a distribution method, not a type of
software. You should find software that suits your needs
and pocketbook, whether it's commercial or Shareware. The
Shareware system makes fitting your needs easier, because
you can try before you buy. And because the overhead is
low, prices are low also. Shareware has the ultimate
money-back guarantee -- if you don't use the product, you
don't pay for it."
Definition of Shareware - page 46
Appendix A: Service Agreement
U.S.A. and Canada
This service agreement is designed to help you with any questions as to the
operation of IN-CONTROL 12 PACK [TM].
AGREEMENT TERMS:
With the ACS SERVICE AGREEMENT, you have UNLIMITED FREE support if you:
1) are a Registered User.
2) call the ACS Support Line between 7 PM and 10 PM Central Standard time
any week night. Our phone number is: (214) 690-6017. During normal
business hours, this phone number is used primarily for Credit Card
Registration.
CRISIS exception for support:
If you have a crisis that requires support during the day, feel free to call
the above phone number. An example would be if your hard disk crashes and
you want to bring back your data from the floppy disk that you have been
using for your automatic data back up.
AGREEMENT CONDITIONS:
YOU PAY FOR THE COST OF THE TELEPHONE CALL. Because of the breakthrough
price of IN-CONTROL [TM], we cannot offer an 800 toll free number for service
as other packages might offer. If our lines are not available or you reach
an answering machine, we will return the call on a collect basis.
Support policy
for Registered Users outside of the U.S.A. and Canada:
Support is available to you in 3 ways:
1) by FAX at ANY hour.
Our FAX number:
2146904782
Our United States FAX number is (214) 690-4782. The '214' is our area code
or STD. To reach us, you must use whatever international dialing codes your
telephone system requires, including any U.S.A. outbound codes specific to
your country. This number, 2146904782, is treated as a normal phone line
and can be reached in the same way that you would dial any phone number in
the United States.
2) call the ACS Support Line between 7 PM and 10 PM Central Standard time
any week night. Our phone number is: 2146906017.
Our direct dial business\voice line:
2146906017
Between 7 PM and 10 PM Central Standard United States time, you can always
reach the ACS Support person through 2146906017. The same international
dialing codes apply to this business\voice line as apply to the FAX number
above.
3) by TELEX at ANY hour. We poll our telex line for messages EVERY HOUR
around the clock.
Our TELEX number:
6503502020
Our United States TELEX number is 6503502020. Our answerback is: MCI UW.
Since this number is on the international TELEX network, you must prefix the
TELEX number with the U.S.A./Western Union International inbound code.
These codes are specific to each country and a list appears in:
Foreign Credit Card Registration...........................Appendix A-4
If, for example, you are sending a TELEX from Australia, your inbound code is
'23' and must precede the TELEX number. In that case our complete TELEX
number would be:
236503502020
Inbound U.S.A./Western Union International codes:
Access Codes vary by country. A few of those codes are excerpted below from
Appendix A-4:
COUNTRY OF ORIGIN CODE
-------------------------------------
ALGERIA 023
AMERICAN SAMOA --
ANGOLA 023
ANTIGUA 23
ARGENTINA 23
AUSTRALIA 23
Communication Charges for Support
for Registered Users outside of the U.S.A. and Canada:
For any support responses we make to you through either TELEX or FAX, we will
invoice you for the direct communication charges we incur in responding to
your inquiry. In the case of FAX, those charges are AT&T 'per minute'
international dialing charges to your country; for TELEX, Western Union
International assesses us a 'telex minute' charge to terminate our TELEX in
your country.
Minimum charges for TELEX or FAX responses:
The minimum Communication Charge made to you will be U.S. $10. If you paid
for the original Registration fee with your credit card, then the
Communication Charges, subject to the $10 minimum, will be made against your
original credit card.
Appendix B
NEW FEATURES:
Proposals/Invoices:
This option is accessible from the Activity File menu, A)dd and G)et
options and is largely self-explanatory. As you add an activity,
observe the bottom of the screen. At one point you will see an
instruction about using 'F7' to create a proposal/invoice. After you
enter 'F7', the program will branch to the proposal/invoice module and
will then prompt you for more information.
Note that the comment you enter into any one activity record, up to 200
characters, will then print out in the body of the proposal/invoice,
along with all name, address, and zip code information already in the
activity record. You may also elect to use your own comments, up to
500 characters, instead of the comment entered into the most recent
activity record.
Appendix C
Instructions for Importing External Data
This must be done manually since the program has no way of verifying
the validity of external data. You must do this yourself by examining
the work file that you will be creating, TESTFILE.DBF, until you are
satisfied that it is meaningful (ie, the data fields match up between
new and old files). If meaningless data is imported, then the existing
data faces corruption.
These are the steps to import data.
First, acquire a copy of dBASE III [TM], dBASE III Plus [TM] (from
Ashton-Tate Corp.), dBXL [TM] (from Wordtech Systems), or any
interpreter that is compatible with these.
Secondly, make a copy of the structure of the main prospect
file, PROSPECT.DBF, with these commands:
bring up your file --> USE PROSPECT
copy the structure --> COPY STRUCTURE TO TESTFILE
invoke test structure --> USE TESTFILE
bring in records --> APPEND FROM OLDDATA.TXT DELIMITED WITH ,
from the old data
This assumes that you have OLDDATA.TXT set up in a 'comma delimited'
format. Comma delimited data looks like this:
"John","Doe","Dallas","TX"
Observe in this example that four fields are separated (or delimited)
by commas, and each field is surrounded by double quotes. You do not
need spaces between any one comma and the double quotes that are
adjacent to it.
Structure for database : PROSPECT.dbf
Field Field name Type Width Dec
1 DATE_SYS Date 8
2 SEX Character 19
3 FNAME Character 20
4 LNAME Character 20
5 PROSPECT Character 40
6 ADDRESS1 Character 30
7 ADDRESS2 Character 30
8 CITY Character 30
9 STATE Character 2
10 ZIP Numeric 5
11 ZIP4 Numeric 4
12 PHONE_1 Character 13 23 VALID2 Numeric 10
13 COMMENT1 Character 60 24 PROSPMEMO Memo 10
14 COMMENT2 Character 60 25 VAL1 Numeric 12 2
15 REFERBY Character 30 26 VAL2 Numeric 2
16 SUM_DATE Date 8 27 VAL3 Date 8
17 TIME_SYS Character 8 28 VAL4 Numeric 12 2
18 SUMEXP Numeric 12 2 29 VAL5 Date 8
19 LABELS Numeric 1 30 VAL6 Numeric 4
20 INTEREST Numeric 8 ** Total ** 480
21 CLASS Numeric 2
22 RANDOM1 Numeric 3
Definition of fields.
You must enter a value for fields 1,2,5,19,20.
1: DATE_SYS, date main record first came into system. For external
data, you can use today's date for all records.
2: SEX, sex identifier such as 'Mr. ', 'Mrs.','Ms.', or 'Doctor'.
Your entry must be in the Sex Identifier validation file, Maintenance
Menu.
3: FNAME, first name of prospect.
4: LNAME, last name of prospect.
5: PROSPECT, company name of prospect. In the absence of a company
name, you should join the first and last name together in this field,
such as "John Doe".
6: ADDRESS1, first line of address.
7: ADDRESS2, second line of address.
8: CITY, city of prospect.
9: STATE, state of prospect, a 2 character code consistent with those
codes in the STATE validation file, Other Options Menu.
10: ZIP, the zip code.
11: ZIP4, Zip code plus 4
12: PHONE_1, the phone number. Must be in this format: (214)690-4782
The area code must start on character 2, not 1, of this 13 character
string. The phone number itself must begin at character 6.
13: COMMENT1, the first comments field.
14: COMMENT2, the second comments field, a continuation of the first.
15: REFERBY, referred by whom.
16: SUM_DATE, date expenses were summarized last.
17: TIME_SYS, time of last expense summarization.
18: SUMEXP, the amount of the most recent expense summarization for
this prospect.
19: LABELS, status of labels posted or not posted. Must be set to
'0'.
20: INTEREST, category of prospect. Must be set to 1 (the default
value), or above. Cannot be set to zero.
21: CLASS, ignore this.
22: RANDOM1, ignore this
23: VALID2, ignore this
24: PROSPMEMO: memo field, points to PROSPECT.DBT
25: VAL1 \
26: VAL2 \
27: VAL3 \-----------> Ignore these fields, used internally
28: VAL4 /
29: VAL5 /
30: VAL6 /
When you are finished with TESTFILE.DBF, examine fields
1,2,5,19, and 20 to make sure that you have made an entry in them as
per the directions above.
After you are satisfied that TESTFILE.DBF has your data, execute these
commands:
USE PROSPECT
APPEND FROM TESTFILE
QUIT
These delete all files that end in .NTX. Upon completing this,
execute the program:
PROSPECT
The program will then automatically reindex all files once it senses
that *.NTX files are missing.
Appendix D
Modification of labels:
All labels are generated with one label form, LABEL1.LBL, and all data
comes from PROSPECT.DBF.
Options Contents
=========================================================
| Predefined size: 3 1/2 x 15/16 by 1 |
|-------------------------------------------------------|
| Label width: 42 |
| Label height: 5 |
| Left margin: 0 |
| Lines between labels: 1 |
| Spaces between labels: 0 |
| Labels across page: 1 |
|=======================================================|
Label contents:
1: LABELNA2(FNAME,LNAME,SEX)
2: LABELNAM(FNAME,LNAME,PROSPECT,SEX)
3: TRIM(ADDRESS1)
4: TRIM(ADDRESS2)+LABELNA3(ADDRESS2,PHONE_1)
5: TRIM(CITY)+", "+LABELNA4(STATE,ZIP)+LBL5(ZIP4)+LBL6(COMMENT1)
The 'STRZERO' function is unique to the compiler and converts all zero
digits to zero strings. The functions on lines one and two are UDFs in
Clipper that tell the printer to skip the company name if it is the
same as the first+last name or to skip line one if first and last name
are blank. Line 4 has the UDF to insert a phone number into the label,
if requested. Line 5 skips state or zip code, if left blank. The UDF
LBL6() checks for Canadian codes in comment1, such as 'Canada=V6A1A4'.
The label modify command in dBASE III [TM] will not work because it
will not understand the UDFs. Instead, you must use the stand-alone
Clipper [TM] utility LABEL.EXE, and invoke the command:
LABEL LABEL1
Appendix E
Procedure for Canadian and Foreign Addresses:
[when entered into the Prospect File]
With respect to the state validation file:
Although you could change the values in the State validation file in
earlier versions of this program, that ability to alter values has been
removed since this data is static. In addition to states and
territories, you can also have these two entries: '--' and 'NA'.
Either value could be used for foreign countries.
Both of these are valid 'states' and can be used during data entry.
Values in State validation file:
AL = Alabama MT = Montana
AK = Alaska NE = Nebraska
AS = American Samoa NV = Nevada
AZ = Arizona NH = New Hampshire
AR = Arkansas NJ = New Jersey
CA = California NM = New Mexico
CZ = Canal Zone NY = New York
CO = Colorado NC = North Carolina
CT = Connecticut ND = North Dakota
DE = Delaware CM = Northern Mariana Is.
DC = District of Columbia OH = Ohio
FL = Florida OK = Oklahoma
GA = Georgia OR = Oregon
GU = Guam PA = Pennsylvania
HI = Hawaii PR = Puerto Rico
ID = Idaho RI = Rhode Island
IL = Illinois SC = South Carolina
IN = Indiana SD = South Dakota
IA = Iowa TN = Tennessee
KS = Kansas TX = Texas
KY = Kentucky TT = Trust Territories
LA = Louisiana UT = Utah
ME = Maine VT = Vermont
MD = Maryland VA = Virginia
MA = Massachusetts VI = Virgin Islands
MI = Michigan WA = Washington
MN = Minnesota WV = West Virginia
MS = Mississippi WI = Wisconsin
MO = Missouri WY = Wyoming
NA = Not Applicable
-- = Not Applicable
Note for foreign addresses,
EXCEPT Canada, Australia, England, and Israel:
If you enter either 'NA' or '--' for your state and '0' for zip, then
these two items are omitted in the label. Insert your foreign address
in the space for the city, where you have 40 characters. An example
would be:
CITY: The Netherlands
or
CITY: Tokyo, 150 Japan
===== Overview of placing country code into Comment1 =====
If, for example, you have a Canadian address label that requires that
requires that you enter 'Canada=' as per the instructions below. You
do not have to type in the phrase 'Canada=' every single time into
Comment1. If you anticipate that you will be using Canadian addresses
frequently, then you can create a default value for this phrase by
going to the Main Program Menu and select the Other Options Menu. Once
there, select 'C) Customize this system to your needs'. Once in the
Custom Options Menu, observe this option:
2) Default State, City, Area Code. Sex ID, Address2, Comments 1 & 2
After you select this option, you can enter this value as a default
into 'Comment1':
Comment1: Canada=
From that point on, all records you ADD to the prospect file will have
that phrase as a default value.
Upper\lower case conventions are irrelevant. These values are all
interpreted the same:
CANADA=v6a1a4
Canada=V6A1A4
CANada=V6A1a4
canADA=v6a1A4
===== Canadian addresses: =====
The Canadian Post Office requires that their 6 character 'Postal Code'
occupy one line by itself below the address, with a space between the
two sets of 3 characters. This program will accommodate this
requirement if you observe the following: insert either 'NA' or '--'
into state and '0' into zip, as per above. Place all of your address
information including the city but not the 'Postal Code' into the
Address1 and Address2 lines of your prospect record. Then place the
'Postal Code' by itself on the comment1 line in this format:
COMMENT1: CANADA=V6A1A4
This phraseology of 'Canada=' can occur anywhere in Comment1 and the
'Postal Code' should be entered WITHOUT any spaces. Once the program
detects that you have a Canadian address, it will apply a space in this
manner in the last line of the label:
V6A 1A4
Lets say that this is the address you want to place into the prospect
record:
Foster Technology
343 Railway
Vancouver, B.C. V6A 1A4
You would place this into the prospect record in this manner:
Company name: Foster Technology
Address1: 343 Railway
Address2: Vancouver, B.C.
Comment1: CANADA=V6A1A4
Note that you are inserting the city and province into address2 while
leaving 'City' blank. This is crucial because the program will place
the 'Postal Code' into the last line on the label normally reserved for
city.
===== Australian Addresses: =====
The Australian Post Office assigns a 4 digit 'Post Code'. This number
can appear after the state. Let's say that you had written down this
address:
Australian Tool and Die, Ltd.
1307 Botany Road
Mascon
New South Wales
2020
You would then enter that data into IN CONTROL [TM] in this manner:
Company name: Australian Tool and Die, Ltd.
Address1: 1307 Botany Road
City: Mascon N.S.W.
Comment1: AUS=2020
Once IN CONTROL [TM] detects that you have placed 'AUS=' anywhere into
Comment1, the program will then take that 4 digit code and place it at
the end of the data entered into the 'City' line. Where you entered
'Mascon N.S.W.', the program will print out on line 5 of the labels:
'Mascon N.S.W. 2020'.
Note that you could place the 'Postal Code' at the end of the 'City'
line, space permitting.
For another example of an Australian address, let's say that you had
written down this address on a piece of paper:
Minet Australia Ltd.
40th Level
100 Miller Street
North Sydney, New South Wales
2060
You would enter that address into IN CONTROL [TM] in this manner:
Company name: Minet Australia Ltd.
Address1: 40th Level
Address2: 100 Miller Street
City: North Sydney, NSW
Comment1: AUS=2060
IN CONTROL [TM] would then move the '2060' Post Code to the 5th line of
the mailing label, following 'North Sydney, NSW'.
Note that when you enter the Post Code into Comment1, make sure that no
spaces appear in 'AUS=2060'. The program knows that the Australian
Post Code is 4 digits long and will not incorporate into the mailing
label any additional characters or digits that follow your 4 digit Post
Code.
===== Israeli Addresses: =====
The Israeli postal system assigns a 5 digit Postal Code, which follows
the city on printed labels.
Let's say that you have this address written down:
Haim Factor
Jackson Factor Associates
P.O. Box 1304
Kiryat Tivon
36112
You would enter that data into IN CONTROL [TM] in this manner:
First name: Haim
Last name: Factor
Company name: Jackson Factor Associates
Address1: P.O. Box 1304
City: Kiryat Tivon
Comment1: IL=36112
When IN CONTROL [TM] sees 'IL=36112', the program knows that this is a
5 digit Israeli Postal Code and will print it out on the fifth line of
the mailing label, following the city.
Observe that it doesn't matter where in Comment1 the 'IL=36112'
appears.
===== Great Britain: =====
The British postal codes can be of varying length. These, for example,
are all valid codes:
B26 3QN
WS7 8XT
BS2 0QE
CH1 4LS
LS11 0LW
TW14 0PH
You can insert the code in one of two places: either after the City or
in Comment1. If you use the Comment1 line, precede the code with
'UK=', then follow the code by '/' to signify to the program that the
code has no more characters. Specifically, to place 'LS11 0LW' in the
Comment1 line, enter: UK=LS11 0LW/
When IN CONTROL [TM] sees 'UK=LS11 0LW/', the program knows that this
is a British Postal Code and will print it out on the fifth line of the
mailing label, following the city.
Observe that it doesn't matter where in Comment1 the 'UK=LS11 0LW/'
appears.
Appendix F:
Time and Billing Stopwatch Subsystem
This menu driven feature has the ability to clock each activity and to
assign a cost or labor rate [up to 9 of them] to each record in the
Prospect File. It will give you a detailed financial analysis of every
timed activity.
Beyond merely accumulating time per activity, it can manipulate charges
in such a way as to reflect the way you do your business, with optional
minimums, maximums, or fixed fees. Finally, the program will create an
audit trail in every timed activity.
Note that when you turn this feature 'on' in the Install menu, a field
on the bottom right of the screen for the prospect record changes from:
Time of update :
to
Billing Class : 0
Observe that the default value of the Billing Class is '0', but that
you must place a value in there corresponding to the labor rates you
define: rates 1 - 9. When you turn 'off' the billing feature in the
Install Menu, the 'Billing Class' field in each prospect record reverts
back to its original 'Time of update' field.
Appendix G
Multiple Contacts within the same company:
As you become conversant with the program, you will see how little data
entry is required considering how much data management and reports the
program is providing. In order to do this, however, some simplifying
assumptions must be made in the way the program relates activities to
records in the Prospect File. To create accurate activity records,
with little data entry from you, the basic assumption is made that one
and only one company name exists for that company in the Prospect File.
As you enter a company name in the A)dd option in the Activity file,
the program will look for a partial match. If made, the process
continues as though you had typed in the complete name.
What if you have many individual names for one company, such as 5
contacts at General Electric? In this case, you will have duplication,
given the design of the program. You must decide how to minimize
overlap while giving you access to your data. For example, one simple
way to have multiple company names is to assign a different 'GE' for
every prospect, such as 'GE1', 'GE2', 'GE3', 'GE4', and 'GE5'. In
other words, each contact would have his or her own 'GE' designator.
Then, as you entered 'GE' in the Activity Add option, the program would
sense that you did not have an exact match and would display all 'GE's
in the Prospect File to you and then await your revised input.
With this scheme, you could enter an address for each 'GE' record; but
finally you must use your own judgment. If you have 50 contacts inside
one building at Ford, then you don't need to enter the same address 50
times, even though you must create 50 separate records in the Prospect
File, say 'FORD1' through 'FORD50'. In this case, you might create a
51st record with the true address, called 'FORD SUMMARY', and have the
other 50 records refer to that one summary record.
A rule of thumb might be that if there is no consistency in whether
your multiple names reside under the same physical location and if,
also, you typically have 5 or fewer duplicate company names, you might
consider standardizing the way you enter those duplicate company names
by entering addresses for ALL company records, even if this means that
you have some duplicate data entry in the Prospect File. This will be
easy to live with since most of the data activity takes place in the
Activity File, not the Prospect File, and the program takes care of
that for you more or less automatically.
Note on project management: If you are attempting to track many
persons at one site, working for one company and on one project, the
simplest way is to assign a unique number to the category for that
project and do not enter a company name what the program asks for one.
Remember that if the program detects that you have entered a first and
last name without a company name, it will automatically assign the
first name + last name to the company name. For example, if you enter
'John' and 'Doe' for first and last name and then omit the company
name, the program will create a company name of 'John Doe'.
If you track the projects by category number rather than by company
name, the program will then group together all records and reports by
project. See also Tutorial 6: 'Layer-in' concept.
Appendix H:
Unsolicited Reviews in National Magazines
Leon A. Wortman
pages 20 - 22
December 1987, 'Business Marketing'
[Crain Communications Inc.]
"PROSPECT is a powerful sales prospecting and tracking program. The
program is well designed, powerful, fast, and effective. All of the
features are easily accessed from a series of menus and sub-menus that
are intelligently and logically ordered.
PROSPECT includes a report generator for appointment schedules and
expenses. It has limited but useful graphics, an exceptionally fast
data-search, label preparation and printing, a built-in telephone
dialing system (your computer must have a modem), a proposal and
invoice generator, and a feature that keeps track of telephone usage.
On-line help screens that are accessible at every menu and the
extensive use of menus make this one of the easiest programs to learn
and use we've seen. ...That's one heck of a good deal!"
Barry Potyondi
pages 27 - 28
May, 1987
'PC-SIG Magazine'
"...Its search and sort capabilities are as marvelous as its reporting
styles are numerous. It can create monthly calendars instantly
beginning with any date you specify. It tracks project/client related
expenses effectively. And it can portray your daily appointment for
any two-week period as a handsome bar chart. This is excellent for
identifying depletion of your available time. Customization of this
package is virtually limitless, extending even to the format of printed
reports. In-Control is a well-conceived program for those who would
rather spend their time thinking and acting than laboriously tracking
the mundane aspects of a busy life.
...If you must maintain a huge database of contacts, In-Control is an
excellent choice. Its brute capacity and lightning speed will dazzle
you."
Appendix I:
Base Station/Remote Site Consolidation Feature
See Main Program Menu, Option 9
This feature gives you the ability to consolidate data from different
stations onto one master station. You can think of the individual
stations as 'Remote Sites' and the master as the 'Base Station'.
This feature was implemented because many users of this program have
asked for the ability to have a roving feature. One manager has many
people working for him in the field using this program on their
individual laptop portables. He asked if he could consolidate
everyone's data onto his desktop computer. With this Consolidation
Feature, he now can.
Each Remote Site goes to the menu for Base Station/Remote Site
Consolidation. This menu has 3 selections:
1) Output records
[used from a Remote Site]
2) Input records
[used from the Base Station]
3) Change Start/Stop date of Consolidation
[used only with outputting records, Option 1]
The Remote Site then selects the range of records that he/she wants
outputted to the consolidation disk. These are the dates that the
records for the Prospect File and Activity file were originally entered
into the system. With the ability to select out records by date of
entry into the system, you can make incremental consolidations, say
every 2 or 4 weeks.
An unlimited number of Remote Sites can output their records onto their
individual consolidation disks. The Base Station, in turn, takes all
of consolidation disks and inputs them one at a time using option 2,
Input records. If the program detects that it is importing a duplicate
record into the Prospect File, it will stop, display the questionable
duplicate records to you, and then ask you for a decision: to
overwrite the original record with the newly imported one, or to abort
the consolidation of that one record into the file. All activity
records from the consolidation disks, of course, are added as is,
without any validation.
The Base Station must have a hard disk, but the Remote Sites can have a
hard disk or be floppy-based. This feature can also be thought of as
providing the functionality of a Local Area Network without the bother
and uncertainty of being dependent on a network. Let's say that 4
data entry people are using this program to take information over the
phone. If their supervisor wants access to the consolidated records of
all 4 people, each person could submit a weekly consolidation disk to
the supervisor. The supervisor, in turn, would have a fifth system
that functioned as the Base Station and contained only those records
brought in using option 2, above.
Appendix J:
WordStar/MailMerge[TM]/Basica/Output Sequential File
[also: WordPerfect[TM] Merge and dBASE III [TM] ]
OVERVIEW
These options create either a WordStar/MailMerge[TM], WordPerfect[TM],
or dBASE III [TM] data file using the data from your Prospect/dBASE III
file. The newly created file ends in the letters: '.DAT', '.SF' or
'.DBF'.
If used with Wordstar[TM], the .DAT file can be used to print form
letters in MailMerge[TM]. All character fields are trimmed of
trailing blanks to accommodate your form letters. Along with this
data file, the Wordstar option creates the beginning of your form
letter and puts it in a file ending in the 3 letters '.DEF' (containing
all the MailMerge[TM] commands you need at the start of a form letter).
If used with WordPerfect[TM], the .SF file is the 'Secondary File' that
WordPerfect uses for merge letters, where each field is delimited with
CONTROL-R, and each record is delimited with CONTROL-E.]
If used with dBASE III [TM], the '.DBF' file format is becoming a
standard data file format that many other programs are using for their
respective data import function.
These options will allow you to output the key fields in your prospect
file to an external text file that can, in turn, be used by a word
processor to create 'boilerplate' or form letters for you
automatically.
Based on your selection criteria, if any, the program will output these
fields:
Sex ID, First name, Last name, Company Name, Address1/2
City, State, Zip, Phone number, Comments
Appendix J:
Continued
Instructions for use:
Observe the Main Program Menu, option 'B':
------------------------------------------------------------------------
----------------- Prospect and Activity Tracking System--------------- |
|
ACS |
--------------- --------------------- ----------------
| 01/23/1988 | | Please Choose one | | 11:59:34 AM |
--------------- --------------------- ----------------
Main Program Menu for Saturday, January 23, 1988
-- Records: --
[ 22 ] 1) Prospect File and Mailing Labels
[ 24 ] 2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge/data file
X) Exit System
|
Category Selected [defaults to ALL]: ALL |
|
-------------------------------------------------------------------------
Once you select option B, you will see this screen:
------------------------------------------------------------------------
----------------- Prospect and Activity Tracking System--------------- |
Output for word processing/merge/data Menu |
=================== |
----------------------------------------------------------
| Saturday, January 23, 1988 |
|--------------------------------------------------------|
| 1) Select output criteria for merge file |
| [no criteria selected] |
| 2) Output records to Wordstar/Mailmerge[TM] |
| 3) Output records to WordPerfect[TM] |
| 4) Output records to dBASE III [TM] |
| |
| |
| |
| R) Return to prior menu |
| | |
---------------------------------------------------------- |
|
-------------------------------------------------------------------------
Appendix J:
Continued
==============
| OPTION 1: |
==============
Selection Process:
At option 1, you can input up to 7 search criteria as the basis for
your word processor merge file:
Last Name, First Name, Company, City, State, Zip,
and Comments.
You can select whether you want only those records to be selected
that have all of criteria in every record or select out records
regardless of the number of matches made per record, as long as at
least one match is made in any one record that is selected.
True [or T] means all matches have to be made in any one record for it
to be selected. False [or F] means that as long as one match is
record it will be selected.
Search Criteria Selection:
Option 1:
You can enter any word, phrase, or code on which to base your
selection. If left blank, all records will be selected out. If you
make an entry here, the program will search through the prospect file
and select out only those records that meet your search criteria.
[Note that you can have up to 7 different codes or phrases entered here
and all records will be pulled which have any one of them or any
combination of them]
==============
| OPTION 2: |
==============
2) Output records to Wordstar/Mailmerge[TM]
This option is used to get data from the Prospect file and output it to
a file that can be used by WordStar/MailMerge[TM]. This file can also
be used by BASIC and other languages and products. In short, any
product that accepts "comma delimited" files for input may accept the
file created by this option.
From the WordStar option, you will create two files. The first file
name ends in .DEF and is a file that can be turned into a form letter
just by calling it up in WordStar and matching it to your form letter.
It already contains all of the commands needed by WordStar to read the
Prospect/dBASE III data file (.DAT).
The other file is the .DAT file, which contains all data that you want
to read into WordStar. It is formatted sequential file, with all
fields in quotes and separated by commas.
Appendix J:
Continued
==============
| OPTION 3: |
==============
3) Output records to WordPerfect[TM]
The .SF file is the 'Secondary File' that WordPerfect uses for merge
letters, where each field is delimited with CONTROL-R, and each record is
delimited with CONTROL-E.]
==============
| OPTION 4: |
==============
4) Output records to dBASE III [Registered TM]
With option 4, the '.DBF' file format is becoming a standard data file
format that many other programs are using for their respective data import
function.
Once you assign a name to the dBASE III [TM] file you are outputting, the
structure of that file is:
Field Field Name Type Width Dec
1 SEX Character 19
2 FNAME Character 20
3 LNAME Character 20
4 PROSPECT Character 40
5 ADDRESS1 Character 30
6 ADDRESS2 Character 30
7 CITY Character 30
8 STATE Character 2
9 ZIP Numeric 5
10 ZIP4 Numeric 4
11 PHONE_1 Character 13
12 COMMENT1 Character 60
13 COMMENT2 Character 60
** Total ** 334
Appendix K-I:
Overview of Memo Options: Prospect file
Every prospect record has its own word processor!
This exciting new feature allows you to create a second screen behind
any individual prospect record with free-form text of up to 15,000
characters PER PROSPECT, given a 640K system memory.
In this second screen, you can scroll up and down and enter text as
though you were in a word processor.
Indeed, you can think of this second screen as your own word processor,
embedded behind each prospect record. In addition to entering text,
you can also import external text files, such as contracts or formal
bids, into the relevant record associated with that text. In this way,
you can browse through the contract for a prospect six months after the
fact and long after you have forgotten what the content was. If you
wish to export the memo to an external text file, you can do that too.
The memo option presents itself in one of two ways. When you are in
the Add option for the prospect file, the program asks you after you
have finished entering all data into the first screen if you wish to
create a memo. If you elect to do so, then the program will go into
the Add/Edit memo mode. If you are in the Get option for the prospect
file, you will see this option on the lower left: "F4 Memo Option".
Upon selecting that, you will be presented with a comprehensive menu
entitled "Memo Option Menu". Each prospect record has his or her own
memo menu.
It contains these options [the prospect name appears on top after
"Custom Memo"]:
===Custom Memo for Accounting & Tax Service==
Memo Options Menu
===============
==========================================================
| Tuesday, September 22, 1987 |
----------------------------------------------------------
| 1) Edit the existing memo or create a new one |
| 2) Output the memo to a text file |
| 3) Input a text file into this memo |
| [overwrite existing memo] |
| 4) Input an external text file into this memo |
| [append to existing memo] |
| 5) Set Left and Right Margins: |
| 5 75 |
| 6) Toggle Edit Screen Code Help [Now On ] |
| 7) Print options [Printit v3.5 [TM]] |
| 8) Create Quick Memo [TM] |
| |
| R) Return to Prospect record |
==========================================================
[Current character length of this memo = 0]
This menu will tell you at a glance the number of characters in the
memo, the current margins, and today's date. You can input an existing
text file into the memo with options 3 or 4. As your memo begins to
grow and accumulate different items, you can output it to an external
text file using option 2.
Option 1 puts you into the edit mode. In this option you are presented
with a full screen word processor with the following message on the
bottom of the screen:
-----------------------------------------------------------------------------
Edit Screen Codes:
Up arrow = move up 1 line, Down arrow = move down 1 line, Left Arrow = move
left 1 character, Right arrow = move right 1 word, HOME = start of current
line, END = end of current line, [CONTROL] HOME= start of memo, [CONTROL]
END = end of memo, PgUp = Next edit window up, PgDn = Next edit window down,
[CONTROL] W = Finished editing and save, ESC = abort editing.
Use [INS] key for inserting text, [DEL] to delete, [CONTROL] B to reformat
-----------------------------------------------------------------------------
This message gives you the codes that you can use in the full screen
word processor. Immediately above these codes you will observe your
cursor. You can type as long as you wish, just as in any other word
processor. When finished entering text, you can save it by entering
[CONTROL] W, as per the instructions.
After you become conversant with the codes, you can replace the six
lines of the above instructions with this one line:
--------------------------------------------------------------
Edit Screen Codes: [CONTROL] W to save, ESC to abort
--------------------------------------------------------------
To toggle back and forth between these 2 different Screen Code help
screens, enter option 6 on the Memo Options Menu.
6) Toggle Edit Screen Code Help [Now Off]
Note also that you can access each prospect's memo from the activity
file. When you are either Adding or Getting an activity record, you
will observe 'F4' is displayed to you for 'Memo' options. Remember
that multiple activity records for any one prospect all have the SAME
memo in the prospect file.
Appendix K-II:
Memo Options: Activity File
Each prospect record has one Prospect memo associated with it. Each
activity record now has one Activity memo also.
Why two sets of memos? Prior to version 2.645, this program had only
prospect memos, not any activity memos. All activity records shared
one common prospect memo and could access that one memo from any
activity record created in the future. Let's say, for example, you
established a prospect record for "XYZ Corporation" and then imported a
10,000 character proposal into the prospect memo for "XYZ Corporation".
Later on, as you created many activity records for "XYZ Corporation",
you could view the large proposal that you had originally imported into
the prospect memo from ANY activity that you had created for "XYZ
Corporation".
Conceptually, it made sense for ALL activities to share the SAME memo
in the Prospect file. However, the emergence of a new feature, Quick
Memo [TM], mandated that each activity record have its own memo also.
See Appendix K-III for an explanation of Quick Memo [TM].
Memo options accessible from the Activity File:
From the Activity File you can access two memos for any one activity
record: the ONE prospect memo that all activities for one company
share together; and the UNIQUE activity memo that each activity record
has, regardless of how many activities any one company has.
----- Activity File: Add option -----
Every time you add a record in the Add option, you will see these
options available to you on the bottom of the screen:
-----------------------------------------------------------------------
Enter "1" to ignore this entry; enter F2 for Activity Memo |
F3 for Quick Label [TM] |
F4 for Prospect Memo, F7 for proposal\invoice, any other key to continue |
-------------------------------------------------------------------------
If you enter 'F2', you will branch to the unique memo for this
activity. If you enter 'F4', you will branch to the Prospect Memo that
ALL activities for this company share in common. The Memo Options Menu
looks that same for both. If you look close, after you enter 'F2', you
will see this on the bottom of the Memo Options Menu:
R) Return to Activity record
If you enter 'F4', you will see this Return statement on the bottom of
the Memo Options Menu:
R) Return to Prospect record
If you are not sure whether you are in the Prospect or Activity memo,
the Return statement on the bottom of the Memo Options Menu will tell
you.
----- Activity File: Get option -----
Your access to memos at the Add option is similar to the Get screen.
Once you enter the Get option from the Activity File, you will see
these commands on the bottom of your screen:
------------------------------------------------------------------------
ENTER N FOR NEXT, P FOR PREVIOUS F2 Activity Memo |
RETURN Exit S FOR SEARCH, M FOR MORE COMMANDS F4 Prospect Memo |
F3 Quick Label [TM] F7 Proposal/Inv F8 DIAL PHONE F9 HANG UP PHONE |
------------------------------------------------------------------------
Again, as in the activity Add option, entering 'F2' will take you to
the memo unique to this activity, while selecting 'F4' will bring up
the one Prospect memo common to all activities for this company.
Appendix K-III:
Quick Memo [TM]
Automatic generation of memo 'Templates'
Quick Memo [TM] will create a customized 'template', a letter that has
80% of the text already filled in for you!
Quick Memo [TM] is a powerful word processor type feature that will
save you time if you need to send out short messages, say 1 to 4
sentences per person, but don't have the time to enter all of the other
data that this type of correspondence requires.
Quick Memo [TM] can be used in the Prospect file, but its real
application is in creating multiple activity memos.
Referring again to the Memo Option Menu below:
===Custom Memo for Accounting & Tax Service==
Memo Options Menu
===============
==========================================================
| Tuesday, September 22, 1987 |
----------------------------------------------------------
| 1) Edit the existing memo or create a new one |
| 2) Output the memo to a text file |
| 3) Input a text file into this memo |
| [overwrite existing memo] |
| 4) Input an external text file into this memo |
| [append to existing memo] |
| 5) Set Left and Right Margins: |
| 5 75 |
| 6) Toggle Edit Screen Code Help [Now On ] |
| 7) Print options [Printit v3.5 [TM]] |
| 8) Create Quick Memo [TM] |
| |
| R) Return to Activity record |
==========================================================
[Current character length of this memo = 0]
Once you select option 8, Quick Memo [TM] will check first to see if
you have given some general definitions about you and your company.
If not, then Quick Memo [TM] will ask you for your company name,
address, and so on. These same items are used in the Proposal/Invoice
generator and Statements section, and can be defined or redefined
there.
In any case, after you have selected option 8, Quick Memo [TM] will
create a 'Template' for you as though you had gone to option 1 and
typed it in.
The 'Template' contains these four sections:
Information about your company, centered
The date of the 'template', expanded
The addressee data, leftmost justified
Filing instructions, on the bottom line of the 'template'
Once Quick Memo [TM] has created the 'template' you can add your
specific lines of text by entering option 1,
1) Edit the existing memo or create a new one
As you scroll through the memo, you will observe that Quick Memo [TM]
has typed in most of the information that you need, except for the
body of the letter or memo. Once you have typed that in yourself, you
would save it with CONTROL-W, and then print it out with option 7:
7) Print options [Printit v3.5 [TM]]
An example of one 'template' appears on the next page:
----- example of 'Template' memo -----
[your company is on the top, centered]
Steve's Television Repair Service
21211 Elm Street
Suite 322
Los Angeles, CA 95322
(214)855-6778
Tuesday, April 26, 1988
ACCOUNTING & TAX SERVICE
Mr. John Cauble, Jr.
11056 Shady Trail
Suite 101
Dallas, TX 75229
Dear John:
cc: IN-CONTROL [TM] file
[04/26/1988, 7:21:30 PM]
Appendix L:
Overview of Labels Menu :
This Labels Menu challenges the power of any self-contained label
program that you have ever used ! It can handle 1,000,000,000
different names, spread among 99,999,999 discrete categories, and is
fully integrated with the rest of the program. If you want to print 1
label at a time, you can do that with option 1. This 'remembers' the
last record you added or retrieved into the prospect file. If you want
to print out all labels, then select option 2. To print out those
names added since the last time you printed the labels, use option 3 in
conjunction with 4.
You can even print out labels based on a comment, city, state or zip
code entered into the prospect file. In option 2, you can either print
out all labels or only those containing a specific search criteria.
This feature gives you the ability to add unique fields to the program
by entering them into the prospect record comments, then selecting them
out later for labels. The reports menu, Report for Prospects and
Activities, option 4, Main Program Menu, also has this facility.
The remaining options give you various select and sort options that
give you total control over your data.
Additionally, option A gives you a clear path to your word processor.
Instead of sending labels to the printer, you can elect to send them to
a text file, 'VIEW.TXT'. After you leave this program, you can use that
text file within your word processor for insertion into a letter head
or a boiler-plate text.
------------------------------------------------------------------------
Options for labels |
----- Make sure your printer is on line before choosing ----- |
--------------------- |
| Please Choose One |
---------------------
1) Generate one label for last record searched or added
[no Prospect record recently accessed]
2) Produce labels for all records in Prospect File
[In option 2 you can select on any comment, Prospect file]
3) Do labels for those records added since this was selected last.
[pushing option 4 resets all records to unposted]
4) Reset all records to an unposted state
5) Generate labels for a zip code or range of zip codes
6) Make labels for a letter or range of letters in Company name
7) All labels, sorted first by zip codes, then secondly by city
8) Insert phone number into labels [default =OFF] [now Off]
9) Activate 'Zip+4' feature in zip code [Zip+4 Off]
A) Send labels to printer or text file, VIEW.TXT [send to Text file]
B) Select size of Label [Standard, 3 1/2" by 15/16", 1 across ]
|
H) Help |
R) Return to prior menu |
------------------------------------------------------------------------
OVERVIEW:
Each label will contain this information:
Company name
First name, Last Name
Address 1
Address 2
City, State Zip code [Country, if foreign]
Observe that if you have left both the first and last name fields blank
in your main record in the prospect file, the label will skip line 1.
If the company name is the same as the first and last name (but
separated by a comma), the program will ignore company name also, For
example. If you have this record:
First Name: John
Last name: Doe
Company Name: John Doe <=== must have 1 space between the two words
The program will skip company name once it identifies that the company
name is the same as the first plus the second name.
Each label contains 35 characters at 10 CPI (characters per inch), even
though the label may attempt to print out up to 42 characters. If your
labels spill over beyond 35 characters, put your printer into the
compressed mode (12 CPI). At 12 CPI, the printer can fit up to 42
characters onto the label.
Note for Canadian and foreign address:
The program can also manage foreign addresses. To see how to do this,
go to Appendix 'E'.
Procedures for Foreign records and labels....................Appendix E
with special programming for addresses in:
Canada, Australia, Israel and Great Britain!
==============
| OPTION A: |
==============
Send labels to printer or text file ['VIEW.TXT']
This option is useful when you wish to bring name and address
information into a word processor, such as WORDSTAR[TM]. By
selectively outputting these labels to an external text file, you can
import 'VIEW.TXT' into your word processor, and then manipulate that
address information inside your word processor document.
When used with option 1:
In a hard drive system, every time you write one label to VIEW.TXT, the
program will accumulate those labels until you exit the program. Then,
when you re-enter the program, this accumulating process will start
over again.
In a floppy based system, every time you elect to write one label to
the text file VIEW.TXT, you overwrite the prior label that was sent to
that file.
When used with all other options:
Whenever you invoke a label option other than number 1 and elect to
send those labels to a text file, the program will automatically
overwrite the prior VIEW.TXT.
==============
| OPTION 1: |
==============
Option 1 prints out the label for the last record that you examined
with the Get option, Prospect File. Also, when you are entered records
into this file with the Add option, option 1 on this menu will print
out the label for the last record added.
==============
| OPTION 2: |
==============
Option 2 generates labels for all records in the Prospect file. Of
course if you have already gone to the Main Program Menu and selected a
category of interest that selects out some records, only those records
in your selected category will be printed out. See the Help screen,
Main Program Menu, Option 8, for a further explanation of how you can
"layer-in" data. That feature affects which labels are printed out, if
you elect to "layer" or segregate your data.
==============
| OPTION 3: |
==============
Option 3 works with option 4, but is independent of either option 1 or
2. In brief, option 3 will print out only those labels from your
Prospect file that have been added since was option 3 was invoked the
last time. In a sense, option 3 is "posting" those records for which
it generates labels. Then, when you wish to print more labels, option
3 checks to see which are "unposted" and and then prints out only
those labels.
For example, lets say you have 300 records in your Prospect file. If
you select option 2 to print out your labels, you will print out 300
labels. If you add another 30 records in the next two week period and
attempt to print them out again using option 2, the computer will then
generate 330 labels.
If instead of using option 2 the first time to print out the labels,
you had used option 3, you would have generated 300 labels. After
adding 30 more records, though, if you had selected option 3 again,
you would have had just 30 labels print out--just those that had been
added to the Prospect file since option 3 was selected last.
==============
| OPTION 4: |
==============
Option 4 resets all records from a "posted " to an "unposted" state.
This has the effect of reversing all those entries made by option 3.
When you invoke option 4, you will see the following type of
information:
===========================================================
THIS WILL REVERT ALL RECORDS BACK TO THE UNPOSTED STATE.
THE CURRENT STATUS OF THE RECORDS IN THIS FILE IS :
TOTAL NUMBER OF RECORDS IN THE PERSON FILE :
11 records
TOTAL NUMBER OF POSTED RECORDS :
1 record
IF YOU WISH TO ABORT THIS RESETTING PROCESS, THEN ENTER A "R".
=============================================================
This screen will show you the total number of unposted records in the
Prospect file and those that are posted (already have had a label
printed out using option 3). Also, at the end of that menu, you have a
choice to abort the RESETTING process by entering an "R".
==============
| OPTION 5: |
==============
With this option, you can select labels for one zip code or for a range
of zip codes. Once you select this, you will see this screen:
===========================================================================
WITH THIS OPTION YOU CAN GENERATE LABELS FOR ONE ZIP OR A RANGE OF ZIP CODES
If you want to select one zip code for your labels, enter a "1".
If you wish to select a range of zip codes for your labels, enter a "2".
===========================================================================
If you select "1", then you will see this line:
"Enter the single zip code you have selected:"
If you had selected "2", then you would see:
"Enter the first zip in the range you have selected: 70000"
"Enter the last zip in the range that you have selected: 80000"
==============
| OPTION 6: |
==============
WITH THIS OPTION YOU CAN GENERATE LABELS FOR ONE LETTER OR A RANGE OF LETTERS
IN THE COMPANY NAME.
After you invoke option 6, you will see this screen:
==============================================================
If you want to select a letter for your labels, enter a "1".
If you wish to select a range for your labels, enter a "2".
==============================================================
If you select "1" (no quotes), you will then see this screen:
=====================================================================
WITH THIS OPTION YOU CAN GENERATE LABELS FOR ONE LETTER OR A RANGE OF
LETTERS IN THE COMPANY NAME.
If you want to select a letter for your labels, enter a "1".
If you wish to select a range for your labels, enter a "2".
* If you enter one letter, such as "L" (without the quotes), then all labels
with a company name that begin with that letter will be printed. If you enter
two letters, such as "Lo", then all labels that begin with those two letters
will be printed. Observe that you must meet all upper/lower case conventions.
Enter the single letter or letters you have selected:
=====================================================================
If you had selected "2", you would have seen this screen instead:
=====================================================================
WITH THIS OPTION YOU CAN GENERATE LABELS FOR ONE LETTER OR A RANGE OF
LETTERS IN THE COMPANY NAME.
If you want to select a letter for your labels, enter a "1".
If you wish to select a range for your labels, enter a "2".
Enter the first letter or letters in the range you have selected:
Enter the last letter or letters in the range that you have selected:
=====================================================================
==============
| OPTION 7: |
==============
This option will sort and print all labels by zip code. Within each
zip code, the labels will be sorted by company name.
==============
| OPTION 8: |
==============
8) Insert phone number into label [default =OFF] [now off]
This option will insert the phone number in the line for the second
address.
==============
| OPTION 9: |
==============
Activate 'Zip+4' feature in zip code. If you elect to use the
additional four digits in your zip codes, then select this feature
[On]. This will print out the additional four digits in the labels;
otherwise, they are omitted.
==============
| OPTION B: |
==============
Select size of Label:
From this option you can make a selection of label size. Currently,
these four are supported:
[Standard, 3 1/2" by 15/16", 1 across ]
[Rolodex[TM], 4" by 2 1/8", 1 across ]
[Large, 5" by 2 15/16", 1 across ]
[label 4" by 1 7/16", 1 across ]
All metric equivalents are displayed to you on the screen with each
label.
Appendix M:
Automatic Statements:
The Statements Menu is accessed from the Revenue/Expense Summary Menu,
option 5: Menu for Statements. Some of the functions are
interrelated. Choosing the start/stop date of the summary in
Revenue/Expense also selects the same range in the Statements.
This Menu is a true accounting module, unlike the Proposal/Invoice
sections in the program that are word processing in nature.
Options 1 and 2 will create the statements for you after you have
defined some default values in option 3. They draw their financial
data from the activity records. They will both print out the same
values on each statement, but the Detail Statement will show you the
activities that were summarized to the statement.
Remember that the statements module will take all positive values, add
them together, then subtract any negative ones it finds in activity
records. This is important to know if you want to reflect payments
made against an account, as with a CPA, or if you want to show payoff
history associated with a debtor in a collections system.
Option 3 gives you the flexibility to define certain economic
characteristics of each statement. Specifically, you would make one of
these three selections:
0 = all statements printed.
1 = only statements selected that meet a minimum amount, no maximum.
2 = only statements selected that are between a minimum and a maximum
value.
The selections above refer to the summary of the activities selected,
not to a value or charge in any one of them. You, of course, define
the minimum or maximum after having made the appropriate selection.
------------------------------------------------------------------------
Start Date Statements Menu End Date |
--------------- --------------------- ---------------- |
| 01/01/1901 | | Please Choose one | | 12/12/2999 | |
--------------- --------------------- ----------------
1) Create Summary Statements
2) Create Detail Statements
3) Create Format for Statements
4) Select dollar range of Statements
H) Help Screen
R) Return to prior menu |
|
[Status of Option 4: All records selected, No minimum or maximum selected]|
Prospect to be summarized: ALL |
-------------------------------------------------------------------------
Appendix N:
Printit v3.5, Print functions provided in memos and VIEW.TXT
[Note: The documentation below is supplied by the author of the print
functions used in memo and VIEW.TXT, Jack A. Orman. The 'Running
PRINTIT' instructions can be used for printing an external file, such
as SALESDOC.]
PRINTIT v3.5
Copr. 1987 by Jack A. Orman
Armada Sound Lab, Box 858
Southaven, MS 38671
This special version of PRINTIT was written for exclusive distribution
with PROSPECT [TM] by Paul Sax of ACS Consultants. It is not
to be distributed except as part of PROSPECT [TM] and must not be
altered in any manner. PRINTIT v3.1 is a standalone version
for shareware distribution and is available on many commercial BBSs or
directly from the author at the above address.
Running PRINTIT
The proper format to use this program to print an ASCII file is to
enter the program name on the command line followed by a space and
then the name of the file to be printed. Example:
PRINT35 filename <ENTER>
The filename can be any legitimate MS-DOS name including optional
drive or path designations. If the file cannot be found, a message
will appear on the screen briefly and then it will return to DOS. If
the file can be found, a window will open and you will be prompted to
enter the following information:
Top Margin default= 5
Bottom Margin default= 5
Lines/page default=56
Left Margin default= 2
Number pages 0= no numbers
Header String <ENTER>= no header
Hitting ENTER at any menu selection will use the default values. The
header string is limited to 48 characters and the current date is
automatically printed at the end of the header.
Most printers default to a 6 line per inch vertical spacing which
gives 66 total lines per page on a standard 8 1/2 by 11 sheet.
Therefore, the top margin + bottom margin + Lines/page must equal 66
for the printout to be produced in the proper format. For 8 lines per
inch spacing, 5 + 5 + 78 would be good starting values.
Make certain that the printer is powered up and on-line before running
this program to avoid hanging up the system. No checks are performed
to test printer readiness.
PRINTIT is furnished without liability or guarantee of fitness and
suitability for any specific purpose. It is up to the user to
determine appropriateness for each application.
Jack A. Orman 11/01/1987
Appendix O:
Create your own on-line Help/Data Screen!
This option allows you to define your own industry-specific Help/Data
screen and then view it anytime throughout the program by entering
'F1'.
Some applications require that you have detailed lists or codes nearby
as you do data entry into the program. This would be particularly true
if you are trying to enter codes specific to your industry into the
prospect of activity records.
This Help/Data screen can contain a few entries or up to 15,000
characters. You can either input this industry specific information at
the keyboard or, if already typed, import an external text file in
place of your manual typing.
Observe this option on the Main Program Menu:
A) Create an on-line Help/Data screen [ now Off]
After you select 'A', you will then see this menu:
-----------------------------------------------------------------------
--------------- Prospect and Activity Tracking System----------- |
|
Memo Options Menu |
===============
----------------------------------------------------------
| Monday, November 9, 1987 |
----------------------------------------------------------
| 1) Edit the existing memo or create a new one |
| 2) Output the memo to a text file |
| 3) Input a text file into this memo |
| [overwrite existing memo] |
| 4) Input a text file into this memo |
| [append to existing memo] |
| 5) Set Left\Right Margins: 5 75 |
| 6) Toggle Edit Screen Code Help [Now On ] |
| 7) Print options [Printit v|.5 [TM]] |
| 8) Activate Help\Data option [Now On ] |
| R) Return to the Main Program Menu |
----------------------------------------------------------
|
[Current character length of this memo = 0 ] |
|
----------------------------------------------------------------------|
Note that this menu is similar in function to the one described
in Appendix K, Memo Options, with one exception: at this menu, you
have option 8. This allows you to turn 'On' or 'Off' the Help/Data
screen.
The memo you create here is accessible throughout the entire program
just by entering the 'F1' function key!
Appendix P:
Automatic data back-up
As you exit the program, you will be asked if you wish to back up all
of your data. If you elect to do so, the program will take all data
and memo files, place them into one archived file, and compress them.
Dialogue from the program:
[assuming that today's date was November 9]
Screen 1:
------------------------------------------------------------------------
The program will create one archive file containing all of your data, |
and place it onto a backup disk in the disk drive of your choice. To |
help you identify the latest back up, the date is automatically formed |
as part of the title.
Enter the disk drive where your back up disk is located:
[Please include a colon following the letter, as in 'A:' or 'B:']
|
A: |
|
-----------------------------------------------------------------------
Screen 2:
------------------------------------------------------------------------
Receiving your data later: |
|
All of your data files will be saved into one archive file and |
'date'stamped' to help you later in determining which of the
archives has the most recent data. The data today, for example was
stored in this file: B:1109ACS.ARC
The first two letters stand for the month, while the last two
identify the date during the month on which this backup was made.
Let's say that you see '0804ACS.ARC' on your data disk. This means
month '8', day '4', or August 4. If you saw '1123ACS.ARC', this file
was created on month '11', day '23', or December 23rd. The
purpose for this numbering scheme is so that you can have multiple
back up files on one disk, space permitting, and yet tell at a glance
which is the most recent one.
Later on, if you need to restore archived data, enter a command in the
form:
PKXARC -R B:1109ACS.ARC
Use the PKXARC command on the archive file with the most current date.
After finishing this, make sure that delete all files ending in |
'NTX' BEFORE you execute PROSPECT.EXE. |
|
------------------------------------------------------------------------
Appendix P:
Automatic data back-up
[continued]
Screen 3:
------------------------------------------------------------------------
Execute BACKUP after you have left the program: |
|
The program has just created an external batch file, BACKUP.BAT. You
must execute this after you have left the program. The computer
doesn't have enough memory to execute it internally now. BACKUP.BAT
has all of the correct commands to backup the proper files into the
appropriate ARC file, but you must still execute BACKUP after you have
left the program.
|
|
------------------------------------------------------------------------
Appendix Q
Using the CALLBACK feature in the Activity file
In the early development of this program, some users would go through
this process to create a daily follow up list:
1) Create 'Today's Appointments' report from the Appointments Menu.
2) Place 'Today's Appointments' next to the computer.
3) Go to the Activity file, ADD option and add one activity record for
the name of every prospect on the 'Today's Appointments' printout.
After a while, my customers began asking me to streamline this process.
From these requests came the CALLBACK feature.
This function is ideal for those who do continuous daily telemarketing.
Let's say that you had committed to 15 callbacks on a given Monday.
Instead of having a printed 'Today's Appointments' report in front of
you, the program will automatically 'stack up' those 15 callbacks [or
any appointment/commitment] behind the CALLBACK option. Once you
select this feature, the program go into a loop 15 times until all
callbacks are processed.
This loop consists of:
1) Identifying the name of the current prospect being processed in
this 'stack' of 15.
2) Displaying the date when the original commitment for today's
callback/commitment was made in a prior activity record .
3) Showing the comments entered in the prior activity record that had
created today's callback/appointment.
4) Creating a new activity record for THAT prospect as though you had
gone into the ADD option for the activity file. Note that all features
in the activity Add mode remain intact, such as: dailing the phone
number and creating proposal/invoices.
Observe that if you are unsuccessful in competing the callback and you
identify that you wish to 'ignore this record', the program will keep
that callback in its 'stack' until you have successfully processed it
today.
If you want to go to lunch, you can abort the processing of the 'stack'
of 15 at any time. Once you leave this CALLBACK routine, the program
remembers how many were in the original 'stack' [15], and how many
remain unprocessed. After lunch, if you re-enter the CALLBACK option,
the program will remember where in the 'stack' you left off.
Appendix R:
Consolidating Multiple Categories in your reports
As you become knowledgeable in the use of the Category function, you'll
notice that the Select, Move, Delete, and Undelete Category' feature
[Main Program Menu, option 8] allows you to mix either all categories
together or split out any one. Once you have selected a single
category, then all functions in the program--reports, labels, new
activities--are accessible to only those records with your designated
category. In other words, once a category is selected, ALL other
records in the program will disappear until you select another category
or elected to 'jumble' all categories together.
Over time, users have asked for a way to consolidate multiple
categories in their reports, though not necessarily all at the same
time. For those users wanting SELECTIVE consolidation of categories,
this feature is available in the 'Reports for Prospects and Activities'
menu [Option 3, Main Program Menu].
Once in this reports menu, observe option #5,
5) Category Consolidation Feature: [Consolidation OFF]
After you have selected option 7, you will see this screen:
=========================================================================|
Category Consolidation: |
|
At this menu, you can base your reports on either a range of categories or
a list of non-continuous individual categories . For example, if you had
selected a range, then you could combine all records from categories 1
through 50. You can select any size range, from a range of 50 to a range
of 50,000 categories. If you had selected to input a non-continuous list
of categories, then you could enter up to 200 categories for consolidation,
such as to combine categories 10, 11, 15, and 20.
Enter your selection now: '1' will allow you to select a range of |
categories, '2' will be for a non-continuous list of categories. |
|
========================================================================
This menu gives you the choice of selecting your consolidation based on
ONE range of categories or on a list of up to 200 non-continuous ones.
An example of range would be those records that fall in the range of
category '200' to category '400'. With the 'range' option, those
categories are consecutive. When you select a 'non-continuous list',
they can be in any random order you want, up to 200 of them.
After you have selected your option, the program will prompt you for
the data it needs to continue the consolidation. Once you return to
the menu 'Reports for Prospects and Activities' menu, any report option
you then select will be consolidated as per your request.
Remember that this category 'Consolidation' feature works only in the
'Reports for Prospects and Activities' menu.
Appendix S
History of the Product
Statement of Principles from the Database Designer
and Software Author:
Paul Sax
Overview:
This author is puzzled but gratified to hear the chorus of praise that
has arisen among the users of IN-CONTROL [TM], attesting to its ease of
use. If true, that observation is merely the outcome of a program that
achieves its objectives.
As a user myself of IN-CONTROL [TM] for my registered customers, I
remain convinced that this is the most complicated and ambitious
program that I have ever used. Its goal is nothing less than to
convert most of your manual data-gathering processes into ONE
computerized system.
Software, when well designed and developed through the interaction of
end users, has the potential to do just about anything.
Design:
I created the nucleus of this program in a commercial design and
programming contract for a Dallas businessman. First as a contract
assignment and then later as Shareware, this program has acquired an
immediate following of business people. In a sense, the marketing
response to this program has always been ahead of my awareness of its
marketability.
Where other programs have lots of colorful screens with no data
connectivity between them, IN CONTROL [TM] provides a seamless
integration between different modules within the program. This means
that aside from the initial data entry from you in the main file, you
have very little data entry. The program CREATES and MANAGES a large
volume of data for you--accurately, quickly, and in a logical manner
that makes it easy to use this powerful program.
First National Exposure:
In March, 1987 Monica Grijalva, Director of Sales at PC-SIG, the
largest distributor of shareware in the United States, began using this
program to manage and track their 1,500 corporate accounts. She had
evaluated a number of programs, commercial and shareware, with very
little success. Either the programs were too complicated or they
didn't work.
Shortly thereafter, they made a decision to run an ad in the July 1987
issue of 87 PC World, page 308, featuring a likeness of my face in an
'Author Profile' series ad with two paragraphs devoted to IN CONTROL
[TM]. In the July 1987 issue of PC-SIG Magazine, they reported that my
program was number 8 in their top 100 list in sales.
Totally self-contained:
Everything referenced in this documentation is available as the program
stands. No accessory products are marketed with IN CONTROL [TM]. When
the documentation describes the invoicing/proposal function, that is in
YOUR program. As you reflect on the various items mentioned in the
Appendices, every one of them is in YOUR program!
Unrivaled performance:
IN CONTROL [TM] will manage up to ONE BILLION records, labels, and
phone numbers. Within that data you can segregate up to 99,999,999
layers or categories of data. This is useful, for example, as you
load in business cards or mailing lists that come from different
sources.
Using Alan Simpson's Algorithm in the 'Search through Data' menu, the
program can locate and display to your screen 8 consecutive records out
of 1,000,000 in 10 seconds!
The most intelligent phone dialing system
that you have ever seen in any micro computer
application software program:
Using your Hayes[TM] or Hayes [TM] compatible modem, IN CONTROL [TM]
can automatically distinguish between 3 classes of outgoing calls:
local, local toll, and long distance. As you elect to dial the phone
number by entering one key, IN CONTROL [TM] tells you if it is local,
local toll, or long distance and then dials it accordingly!
Stable, free of software 'bugs', and mature:
The author of IN CONTROL [TM] well knows the detestable practice of
barring programmers from interacting with end users in creating
software. For this reason, most commercial software enters the market
stillborn, filled with marketing promise but anemic and with no
product revisions planned.
IN CONTROL [TM] has caught fire nationally and internationally because
it has evolved and matured with its expanding customer base.
Documentation that you can UNDERSTAND!
No prose follows a more circuitous path than technical writing.
Prohibited from using personal pronouns, Tech Writers typically turn
out manuals that reek of passivity and condescension. As you read my
manual, however, you can hear me speaking: clear, distinct, and
addressing you as an equal. This type of writing, written in the first
person and using personal pronouns, is heretical in most commercial
software.
Appendix T:
Assigning priorities to Prospects
As you accumulate prospect records, you'll see that beyond scheduling
future appointments and splitting out data by categories, you may also
want to assign individual priorities to some or all of the prospect
records. This feature gives you the flexibility of assigning a
priority code of your choice, from 1 to 9999, to each prospect. The
default is '0', and you can change this value anytime in the Prospect
File just by going back into the Edit mode.
Your assignment is arbitrary and can be all inclusive or mutually
exclusive. That is, different prospects can share one priority code
or, if you wish, each prospect can have his or her own code.
You assign this code in the lower right corner of each prospect record.
Observe this line on the Add or Get screen, Prospect File:
Referred by : Priority, if any:
You enter your code, if any, to the right of 'Priority'.
To extract out those records to which you have assigned a priority
code, observe option 7 on the Main Program Menu:
7) Appointments and List of Priorities
Appendix T:
[continued]
Once you select this option, you'll see this Appointments menu:
----------------------------------------------------------------------
----------- Prospect and Activity Tracking System --------- |
|
Appointments Menu |
*****Make sure your printer is on line before choosing*****
---------------------
| Please Choose One |
---------------------
1) List out all prior Appointments
(Occurring prior to today)
2) Produce today's Appointments
3) Print all future Appointments, excluding today's
4) Print all future Appointments, including today's
5) Display a graphics image of any 14 day period of Appointments
6) Select your start/stop date for Appointments, then print out
7) Similar to option 6, but identifies only UNPROCESSED Appointments
[Used with CALLBACK option, Activity Menu]
8) List of Priorities, if any [by date]
H) Help Screen for Appointments Menu |
|
R) Return to prior menu |
---------------------------------------------------------------------
Option 8 gives you the flexibility of selecting those records from the
Prospect File to which you have assigned a priority code. Also, you
can indicate that date range, if any, for your selection of priorities.
This date range refers to that date when each prioritized prospect
record was first ENTERED into the system.
Appendix U
Installation Procedures:
When you first invoke the program, PROSPECT.EXE, IN-CONTROL [TM]
presents you with this screen:
----------------------------------------------------------------------
Prospect and Activity Tracking System |
|
Install Program |
-------------------
| Please Choose One |
-------------------
1) Install program for a hard disk
2) Install program for a floppy disk-based system [1 or 2 drives]
3) For Monitor, select B/White or Color Palette [now black & white]
4) Not implemented
5) Install automatic phone dialing through modem [Dialer OFF ]
H) Help
B) Turn off system 'BELL', reduces beeping [ Bell ON ]
C) Turn on billing/stopwatch subsystem [Timer system OFF ]
12 Pack===>D) Make your own software!: 'flavor' and terminology options
First time installation: Observe the options above. You must select either
options 1 or 2 LAST. To select an option, enter one key, without a Return.
----------------------------------------------------------------------
As you review the installation procedures, observe that you must select
1 or 2 LAST, and that once inside the program you can return to this
menu anytime by entering the Other Options Menu, Install option.
This menu will respond to one keystroke.
==============
| OPTION 1: |
==============
1) Install program for a hard disk
Option 1 will install the program for a hard disk. It performs some
system maintenance. If the program detects the presence of a
'CONFIG.SYS' file, it will append two commands to it:
FILES=20
BUFFERS=15
If not, IN-CONTROL [TM] will create a CONFIG.SYS file from scratch.
==============
| OPTION 2: |
==============
2) Install program for a floppy disk-based system [1 or 2 drives]
Option 2 sets up the program for a floppy disk system. Once you select
this option, IN-CONTROL [TM] will, in turn, ask you if you have 1 or 2
disk drives in your computer.
==============
| OPTION 3: |
==============
3) For Monitor, select B/White or Color Palette [now black & white]
Just prior to this menu, IN-CONTROL [TM] attempts to discern if you
have a monochrome or a color screen. If yours is color, you can select
from any one of 10 color palettes. At any time in the future, you can
come back to this option and change the color settings!
==============
| OPTION 4: |
==============
Not implemented.
==============
| OPTION 5: |
==============
5) Install automatic phone dialing through modem [Dialer OFF ]
Option 5 is the automatic phone dialing system and is covered in:
Automatic Telephone Dialing System:...........................Appendix X
Generally speaking, its best to leave this option alone during the
first time installation and come back to it after you have gone through
the tutorial.
==============
| OPTION H: |
==============
H) Help
The Help option is the on line 'Help' screen.
==============
| OPTION B: |
==============
B) Turn off system 'BELL', reduces beeping [ Bell ON ]
Option B turns the system bell 'on' or 'off'. As you become more
conversant with this program through its tutorial, you may elect to
turn this bell 'off'.
==============
| OPTION C: |
==============
C) Turn on billing/stopwatch subsystem [Timer system OFF ]
This option branches to a powerful billing/stopwatch subsystem,
explained in:
Time and Billing Stopwatch subsystem.........................Appendix F
[time and bill every activity, with up to 9 labor rates]
==============
| OPTION D: |
==============
12 Pack===>D) Make your own software!: 'flavor' and terminology options
Option D is the '12 Pack' option.
This program is so comprehensive that it can function in any one
of over 20 capacities [originally 12, hence '12 Pack' or 12 Software
Packages]. You can select how you want this program to present itself
from this menu, or you can come back to this '12 Pack' option at any
time.
Appendix V:
Economic Value of the Portfolio of Prospects
Finally, a feature commonplace in the investment community migrates to
this program. IN-CONTROL [TM] now has the ability to determine what
the current value is of your Portfolio of Prospects. These economic
measures have long been applied to stocks, bonds, and other
investments, but are just now being applied to determine the economic
value to you of a group of PEOPLE. They give you an economic
assessment of all of those economic events that could occur, adjusted
for the passage of time as well as minimum/maximum constraints.
Observe option C on the Main Program Menu:
======================================================================
----------------- Prospect and Activity Tracking System------------- |
|
ACS |
--------------- --------------------- ----------------
| 02/26/1988 | | Please Choose one | | 8:24:54 PM |
--------------- --------------------- ----------------
Main Program Menu for Friday, February 26, 1988
-- Records: --
[ 12 ] 1) Prospect File and Mailing Labels
[ 20 ] 2) Activities File and Proposals/Invoices
3) Reports for Prospects and Activities
4) Revenue/Expense Report and Statements
5) Other Options
6) Search Through Data, Memos, and Memo Status
7) Appointments and List of Priorities
8) Select, Move, Delete, and Undelete Category
9) Base Station/Remote Site Consolidation
A) Create an on-line Help/Data screen [ now Off]
B) Output to external word processor/merge file
C) Economic Value of the Portfolio of Prospects |
|
X) Exit System |
=======================================================================
Appendix V:
[continued]
Once you select option C, you will see this menu:
=======================================================================
----------------- Prospect and Activity Tracking System-------------- |
|
Economic Value of the Portfolio of Prospects |
===================
==========================================================
| Friday, February 26, 1988 |
|--------------------------------------------------------|
| 1) Select default criteria for Aging Analysis |
| |
| 2) Process and Age Economic Values |
| 3) Create report, sorted by Prospect |
| 4) Do report, sorted by current Economic Value. |
| |
| |
| |
| |
| R) Return to prior menu |
| | |
========================================================== |
|
======================================================================
Overview of options at this menu:
Option 1 establishes the global default variables for this analysis.
Option 2 does the actual Aging Analysis. Options 3 and 4 give you a
choice of how you want the records presented in a report: either
sorted by company name of prospect and showing the current Economic
Value; or sorted in ascending order of the current Economic Value.
Detail on option 1:
In option 1 of the Portfolio of Prospect Menu you define these 4
variables:
Global Variables:
1) 'Plateau' value for the Aging Analysis, in weeks:
2) 'Floor' % value for the Aging Analysis:
3) 'Decay Slope', linear or logarithmic:
4) 'Half-Life' value for the 'Decay Slope', in weeks:
Appendix V:
[continued]
Global Variable 1:
'Plateau' value:
The 'Plateau' value describes the period of time that passes, if any,
without any economic loss. If, for example, you are trying to track
the economic value of proposals that you submit, your experience might
be that for every proposal that you submit 8 weeks may pass before your
prospect will evaluate what you have submitted. If your experience
shows that this 8 week period almost always occurs without any economic
decay associated with it, then each proposal has an 8 week 'Plateau'
value associated with it.
The purpose of the 'Plateau' value is to allow an aging process to
occur while reflecting the reality of that market: in many industries,
a period of time passes BEFORE any economic decay can be presumed to
start. If you attend trade shows, a 4 or 6 week follow up may occur
before which the economic utility of those contacts begins to decay.
You tailor the 'Plateau' value for your industry and particular set of
circumstances. Once defined, it causes the analysis to extend a
'plateau' for that number of weeks BEFORE starting the decay analysis.
You can select any number of weeks to reflect your industry, including
the default value of '0'.
Global Variable 2:
'Floor' value
The 'Floor' value is the percentage you input that places a floor at
the bottom of the decay slope. If you enter a 'Floor' value, the
program will stop the decay when it reaches that level. The purpose of
this is to recognize, for example, that regardless of how long a
proposal is outstanding, it may always have some residual value to you.
If you define the 'Floor' value to be 25% for a prospect that has an
potential value of $100,000, then the decay analysis will stop when it
reaches $25,000.
Note that value is ALWAYS entered as a percentage, not a decimal, and
that you can have any value from 0 to 99.99.
Global Variable 3:
'Decay Slope', linear or logarithmic:
The 'Decay Slope' variable gives you the choice of using a linear decay
slope or logarithmic.
Appendix V:
[continued]
The Linear slope describes those economic events that will decline the
same absolute amount each week. If, for example, you determine that
business cards you acquire at a trade show become worthless in 10
weeks, then you could say they loose 10% of their economic value each
week. If proposals that you submit become worthless after 20 weeks,
then you could say they loose 5% of their value each week. If you work
for a bank and are using this program to track bad debt collections
activity, then you have a clear idea of how each person in the file
becomes increasingly less likely to pay given the passage of time.
In addition to the Linear slope, you have another choice: logarithmic.
You can think of this method as being a variation of compound interest.
Instead of principal and interest being compounded in your bank
account, a potential economic event such as closing a sale is being
reduced or decayed in the same manner.
For you mathematicians, the logarithmic decay process is: "the change
in quantity over any time interval ... proportional to the size of the
interval and to the average value of the quantity over that interval."
The logarithmic decay process is computed using L'Hopital's Rule. A
value decays exponetially if its instantaneous rate of change is
proportional to its instantaneous value. There are many natural
processes, like bacterial growth or radioactive decay, in which
quantities increase or decrease at an "exponential rate."
Assuming an initial 'Economic Value' of $10,000, no 'Plateau' value, no
'Floor', and a 'Half-Life' of 10 weeks:
Weekly Percentage
Cumulative Decay: $ decline:
Linear Logarithmic Linear Logarithmic
------ ----------- ------ -----------
Week
1 $500 $669 5% 6.7%
2 1000 1294 5 6.24
3 1500 1877 5 5.83
4 2000 2421 5 5.44
5 2500 2928 5 5.08
6 3000 3402 5 4.73
7 3500 3844 5 4.42
8 4000 4256 5 4.13
9 4500 4641 5 3.84
10 5000 5000 5 3.59
11 5500 5334 5 3.35
12 6000 5647 5 3.12
13 6500 5938 5 2.92
14 7000 6210 5 2.72
15 7500 6464 5 2.53
16 8000 6701 5 2.37
17 8500 6922 5 2.21
18 9000 7128 5 2.06
19 9500 7320 5 1.93
20 10000 7500 5 1.79
Appendix V:
[continued]
Observe that the logarithmic decay is accelerated in the beginning but
begins to trail off after a while. At 10 weeks (the 'Half-Life'), they
both have the same amount of accumulated decay: $5000.
Note also that after 20 weeks, the logarithmic decay is not 100%
completed but only 75%. In concept, this decay rate will trail out to
infinity. After 30 weeks, for example, the cumulative decay is $8,750.
Global Variable 4:
'Half-Life' value for the 'Decay Slope', in weeks:
The 'Half Life' is defined as that point at which the economic value of
a contact or event has declined to half of its original value. This
value is highly subjective and reflects your appraisal of when the
economic status of a proposal, bid, or contact has dropped to half of
its original potential value.
The 'Half Life' is used by the program with Global Variable 3, the
'Decay Slope', in calculating the weekly decay rate.
Variables defined for every prospect:
Local variables
Observe at the bottom left of the data screen for your prospect record:
===========================================================================
Date 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 Prospect : Accounting & Tax Service
== Address of Prospect ==
Address1 :11056 Shady Trail
Address2 :Suite 101
City :Dallas
State TX Zip Code [Zip+4] 75229- 0
Phone Number :(214)357-5454
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:
Date Revenue/Expense last summarized 01/01/1901 Time of update :
Summary of Revenue/Expense for this Prospect, all activities |
Category Selected 1 |
Economic Value: 17000 |
===========================================================================
Appendix V:
[continued]
This 'Economic Value' field defaults to '0'. If you enter any other
value, you will see the next screen:
=======================================================================
== Data entry screen for Economic Value of this Prospect == |
|
Starting Date for this Aging Analysis: 04/14/1986 |
Last date Aging Analysis performed: / /
Economic Value of the Aging Analysis the last time it was run:
0.00
Exclusion switch: '0' includes this value in Aging Analysis, '1' excludes it:
0 |
=======================================================================
Of the 4 fields, you can change the first and last one only.
Definitions of local variables:
variables available for every prospect
Starting Date for this Aging Analysis:
Last date Aging Analysis performed:
Economic value of the Aging Analysis the last time it was run:
Exclusion switch:
Local variable 1:
Starting Date for this Aging Analysis:
When you first enter a value for 'Economic Value' on the prospect
record, the program inserts that date into the 'Starting Date' as a
default value. You can place any date you wish into this field.
This date becomes the starting point for the decline analysis. If you
had defined a 'Plateau' value earlier, then that 'Plateau' would extend
outward from this starting date.
Appendix V:
[continued]
Local variable 2:
Last date Aging Analysis performed:
Everytime you perform an Aging Analysis, that date is placed into this
field.
Local variable 3:
Economic value of the Aging Analysis the last time it was run:
This variable shows what the current value was at the time an Aging
Analysis was processed. Local variable 3 reflects the 'Plateau',
linear or logarithmic decay slope, and 'Floor' value in effect at that
time.
This variable, as well as the original 'Economic Value', are printed
out in either of two reports available to you in option 3 and 4 in the
Menu for Economic Value of the Portfolio of Prospects
Economic value of the Aging Analysis the last time it was run:
Local variable 4:
Exclusion switch:
This variable gives you the option of turning 'on' or 'off' any one
prospect record for your Aging Analysis. The purpose of this
'Exclusion switch' is to leave the original 'Economic Value' on the
prospect screen, if you wish, and yet bypass this record during the
analysis. If you replaced, say, '50,000' in the 'Economic Value'
field with a zero, you could achieve the same effect but you would lose
the information that showed the original value.
Quick Label [TM]:
Appendix W
Quick Label [TM] takes the power and flexibility of the Labels
Management menu and makes that power accessible to you in 4 different
parts of IN-CONTROL [TM] through one keystroke!
Referring back to the Labels Management menu, here are your options:
========================================================================|
|
----------------- Prospect and Activity Tracking System -------------- |
|
Options for Labels Management
== Make sure your printer is on line before choosing ==
---------------------
| Please Choose One |
---------------------
1) Generate one label for last record searched or added
[no Prospect record recently accessed]
2) Produce labels for all records in Prospect File
[Select on any Comment,City, State, Zip code in Prospect file]
3) Do labels for those records added since this was selected last.
[pushing option 4 resets all records to unposted]
4) Reset all records to an unposted state
5) Generate labels for a zip code or range of zip codes
6) Make labels for a letter or range of letters in Company name
7) All labels, sorted first by zip codes, then secondly by city
8) Insert phone number into labels [default =OFF] [now Off]
9) Activate 'Zip+4' feature in zip code [Zip+4 Off]
A) Send labels to printer or text file, VIEW.TXT [send to Printer ]
B) Select size of Label [Standard, 3 1/2" by 15/16", 1 across ]
H) Help [ Metric equivalent: 89 X 24mm ]|
|
========================================================================|
The flexibility of this menu in giving you total control of your data
is UNPARALLELED! Option B, for example, gives you a choice of 4
different label sizes with metric equivalence just by entering a 'B'
repeatedly. The details of how this menu works are in:
Labels Menu:
10 options that give you control over your data..........Appendix L
Prior to Quick Label [TM], everytime you wanted to print out one label
from the Prospect file, you had to come back to this menu and enter
selection 1. IN-CONTROL [TM] did remember the last record you either
added through the 'Add' option or accessed through the 'Get' option of
the Prospect file.
Prospect file: 'Get' option
With Quick Label [TM], IN-CONTROL [TM] makes selection 1 for you
without your having to branch back to this menu.
Let's say, for example, that you are accessing a record in the Prospect
file with the 'Get' option. On the bottom of the screen, you will
observe these commands:
ENTER N FOR NEXT, P FOR PREVIOUS Return Exit
S FOR SEARCH, M FOR MORE COMMANDS
F3 Quick Label F4 Memo Options F8 DIAL PHONE F9 HANG UP PHONE
By selecting 'F3', IN-CONTROL [TM] will print out a single label with
the data from this record. Observe that IN-CONTROL [TM] 'remembers'
the current status of all options on the Labels Management menu and
prints out this single label with those in mind. If you want phone
numbers inserted into the single label, you must first make that
selection in the Labels Management menu. Once done, however, Quick
Label [TM] will print out individual labels with the phone number
wherever Quick Label [TM] is accessed.
Prospect file: 'Add' option
When you add a record to the Prospect file, you will note these options
on the bottom of the screen:
---------------------------------------------------------------------|
To create a new memo for this record, enter a '2'. |
Enter a '3' to create one quick label, '1' to bypass memo & label |
---------------------------------------------------------------------|
Option 3 will activate Quick Label [TM] and print out one label as you
have defined the label to appear on the Labels Management menu.
Activity file: 'Get' option
Whenever you locate a record in the Activity file using the 'Get'
option, the following commands will appear on the bottom of the screen:
=========================================================================
ENTER N FOR NEXT, P FOR PREVIOUS |
S FOR SEARCH, M FOR MORE COMMANDS F3 Quick Label |
RETURN Exit F4 Memo F7 Proposal/Inv F8 DIAL PHONE F9 HANG UP PHONE|
=========================================================================|
Again, as in accessing the Prospect file, 'F3' will invoke Quick Label
[TM] and will print out one label without your having to leave this
screen.
Activity file: 'Add' option
When you are adding records to the Activity file using the 'Add'
option, the following commands will appear on the bottom of the screen:
=========================================================================|
To ignore this entry, enter a "1"; for Quick Label [TM], enter F3 |
Enter F4 for Memo option, F7 for proposal\invoice, any other key to continue|
=========================================================================|
If you enter 'F3', IN-CONTROL [TM] will summon Quick Label [TM] to
create one label.
Automatic Telphone Dialing System:
Appendix X
IN-CONTROL [TM]
has 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, or long distance.
The program stores & dials up to one BILLION phone numbers for you,
and will dial from:
Dallas to New York,
Sydney to Melbourne,
or London to Leeds!
Automatic phone dialer:
This dialer is installed from Other Options Menu, Install menu, option
5. [The Install menu is presented to you upon initial installation,
but you can return to it at any time.] Once installed, it can dif
ferentiate between local and long distance area codes, and can even
dial a local toll call for you. It can dial through your PBX, if
necessary, and can even connect to a local access number for a long
distance dialing service, and then input up to 20 digits.
The dialing feature is available to you at these screens: Prospect
file, G)et option; Activity file, A)dd option; Activity file, G)et
option. On the bottom of these three screens you will observe either
F8 to dial and F9 to hang up, should you elect to hang up prematurely.
Of the 3 entry points into the dialing system, the most typically used
is the Activity file, A)dd option.
Once properly installed, the program will disable your modem so that
between menus your modem will not accept incoming calls. By having
disabled the modem, you can continue to receive incoming voice calls.
[Most dialing programs will dial out but the modem will intercept all
incoming voice calls on the first ring]
==Automatic dialing for countries outside of the U.S.A. and Canada:==
Establishing a default 'area code/STD':
You can do this in one of two places in IN-CONTROL [TM]. On the
Installation menu is option 5):
Install Automatic Phone Dialing through modem.
Once selected, this option gives you the ability to define your 'area
code/STD'. You can also select this value from the Other Option Menu,
option C):
Customize this system to your needs
Once there, you can select option 2:
2) Default State, City, State, Area Code
Once you define your 'area code/STD', IN-CONTROL [TM] will then assign
that value to all new records in the Prospect file, followed by a '/'.
Let's say that you assign an 'area code/STD' of '03'. Every time you
add a record to the Prospect file, you will see this as in the phone
number field:
Phone: 03/
For all those numbers that fall within this STD, enter the local number
after the '03/', without any spaces. For example:
Phone: 03/6465255
IN-CONTROL [TM] will interpret this to mean that the 'area code/STD' is
'03', while the local number is '6465255'. You can have up to 5
characters in the 'area code/STD', with any combination of leading
zeros. If your 'area code/STD' has one digit, while an adjacent STD
has 5, IN-CONTROL [TM] will figure out which are local and which phone
numbers are long distance and will then dial them accordingly.
For the dialing system to work properly, you must identify an 'area
code/STD' for ALL numbers, including local ones. Also, IN-CONTROL [TM]
uses the '/' as a marker to distinguish between the 'area code/STD' and
the local number. Make sure that in your entry for phone number, you
exclude any spaces.
===== Australia: =====
Lets say that you are in Melbourne, and have customers in Sydney and
Brisbane. Their complete numbers are:
STD Local Number
Melbourne 03 6465255 [your number, let's say]
Melbourne 03 6465252 [a branch office]
Sydney 02 6532389 [a customer]
Brisbane 07 3741311 [another customer]
First, you would enter '03' as your default 'area code/STD'. Then, in
the Prospect file, you would enter these numbers in the phone field:
First record 03/6465252 [a branch office]
second record 02/6532389 [a customer]
third record 07/3741311 [another customer]
Once you told IN-CONTROL [TM] to dial the number, the program would
figure out which are local, which are long distance, and would dial
them accordingly.
===== Great Britain: =====
Within its STD's, Great Britain also uses a series of 'local codes'.
'Local codes' are defined to exist within one 'Dialing directory'.
Different STD's, same 'Dialing directory':
In some cases, two towns have different STDs but are so close that they
can dial each other with a 'local code' instead of using an STD.
Observe, for example, these two numbers:
STD Local Number
Bradford 0274 723101 [your number, let's say]
Yeadon, Leeds 0532 501496 [a customer]
Let's say, further, that Bradford and Yeadon are 10 miles apart and
Bradford can dial Yeadon by using a 'local code' of '92'. In that case
you can enter these numbers in either of two manners:
1) Define your default 'area code/STD' as '0274' and then identify the
Yeadon customer with its unique STD in this manner: 0532/501496.
Once IN-CONTROL [TM] sees '0532/501496', the program will dial the STD
of '0532' and then the local number of '501496'.
2) Define your default 'area code/STD' as '0274' as above, but enter
the local code instead of the STD for your Yeadon customer. Let's say
you entered: 92/501496. IN-CONTROL [TM] would then dial the local
code of '92', followed by the local number of '501496'.
Output/Translate to 1-2-3 Lotus (C):
Appendix Y
Converting Data from Lotus 1-2-3 (C) into IN-CONTROL [TM]:
Converting data from Lotus 1-2-3 (C) into IN-CONTROL [TM] spreadsheets
is easy! By using the IN-CONTROL [TM] 'Translate' facility, you can
move over up to 8191 records from either the Prospect or activity file
for analysis within IN-CONTROL [TM].
Fields contained in the Prospect file:
[PROSPECT.DBF]
Structure for database: C:PROSPECT.dbf
Field Field Name Type Width Dec
1 DATE_SYS Date 8
2 SEX Character 19
3 FNAME Character 20
4 LNAME Character 20
5 PROSPECT Character 40
6 ADDRESS1 Character 30
7 ADDRESS2 Character 30
8 CITY Character 30
9 STATE Character 2
10 ZIP Numeric 5
11 ZIP4 Numeric 4
12 PHONE_1 Character 13
13 COMMENT1 Character 60
14 COMMENT2 Character 60
15 REFERBY Character 30
16 SUM_DATE Date 8
17 TIME_SYS Character 8
18 SUMEXP Numeric 12 2
19 LABELS Numeric 1
20 INTEREST Numeric 8
21 CLASS Numeric 2
22 RANDOM1 Numeric 3
23 VALID2 Numeric 10
24 PROSPMEMO Memo 10
25 VAL1 Numeric 12 2
26 VAL2 Numeric 2
27 VAL3 Date 8
28 VAL4 Numeric 12 2
29 VAL5 Date 8
30 VAL6 Numeric 4
** Total ** 480
DATE_SYS is the date the record was first entered into the program.
SEX is the sex identifier, such as 'Mr.', 'Ms.', or 'Doctor'. FNAME
and LNAME are first and last names respectively. PROSPECT is the
company name for this person. ADDRESS1, ADDRESS2, and CITY are self
explanatory. STATE is the two character code used for U.S. postal
codes, along with ZIP and ZIP4. If used outside of the U.S.A., these
codes default to 'NA', '0', and '0' respectively.
PHONE_1 contains the phone number, including 'STD/area code'.
COMMENT1 and COMMENT2 contains comments 1 and 2. REFERBY is the
'Referred by' field. SUM_DATE and TIME_SYS and the date and time,
respectively, when the revenue/expense module was last summarized.
SUMEXP is the amount that was posted to this record, reflecting ALL
activities summarized to this prospect from his/her corresponding
activity records.
Ignore LABELS. INTEREST is the 'Category' assigned to this record.
Ignore also CLASS, RANDOM1, VALID2, and PROSPMEMO.
Fields used in the 'Economic Analysis of the Portfolio of Prospects':
VAL1 is the starting Economic Value as entered in the Prospect record.
VAL2 is the 'Exclusion Switch' for the Economic Value. VAL3 is the
'Starting Date of the Aging Analysis'. VAL4 is the 'Economic Value of
the Aging Analysis' the last time it was run. VAL5 is the date on
which the last Aging Analysis was run.
VAL6 is the Priority, if any, you assign to each prospect in the
Prospect file.
Fields contained in the Activity file:
[ACT1.DBF]
Structure for database: C:ACT1.dbf
Field Field Name Type Width Dec
1 SEX Character 19
2 FNAME Character 20
3 LNAME Character 20
4 PROSPECT Character 40
5 DATE_SYS Date 8
6 TIME_SYS Character 8
7 ADDRESS1 Character 30
8 ADDRESS2 Character 30
9 CITY Character 30
10 STATE Character 2
11 ZIP Numeric 5
12 PHONE_1 Character 13
13 COMMENT1 Character 201
14 COMMENT2 Character 1
15 DEL_DATE Date 8
16 EXPENSE Numeric 12 2
17 INTEREST Numeric 8
18 CLASS Numeric 2
** Total ** 458
These fields are similar to those in the Prospect file, with a few
exceptions. COMMENT1 is the 200 character comment that you can enter
into each activity. Ignore COMMENT2. DEL_DATE is the date of the next
commitment, if any. INTEREST is the category assigned to this record,
as identified in the Prospect file. Ignore CLASS.
Methodology for converting these files into Lotus 1-2-3 (C):
[version Lotus 1-2-3 (C) 2.01 or later]
Bring up the main menu for Lotus 1-2-3 (C). On the top will be
displayed these options:
1-2-3 PrintGraph Translate Install View Exit
Select the 'Translate' option. As Lotus 1-2-3 (C) branches to the
'Translate' menu, you will asked this question:
--------------------------------------
What do you want to translate FROM? |
|
1-2-3 release 1A
1-2-3 rel 2 or 2.01
dBase II
dBase III
DIF
Jazz
SYMPHONY 1.0 |
SYMPHONY 1.1 or 1.2 |
VISICALC |
--------------------------------------
The 'dBase III' option is the correct one. Once you select it, you
will then be asked:
---------------------------------------
What do you want to translate TO? |
|
1-2-3 release 1A
1-2-3 rel 2 or 2.01
SYMPHONY 1.0 |
SYMPHONY 1.1 or 1.2 |
|
---------------------------------------
Select the option that is correct for your software. Let's say that
you are using Lotus 1-2-3 (C), release, 2. Select: '1-2-3 rel 2 or
2.01' on the above menu.
Lotus 1-2-3 (C) will then begin its translation process. If you want
to translate the Prospect file, then enter:
SOURCE FILE: PROSPECT.DBF
DESTINATION: PROSPECT.WK1
If you want to translate the activity file, then you would enter:
SOURCE FILE: ACT1.DBF
DESTINATION: ACT1.WK1
Once the '.WK1' worksheet is defined, you can bring up the data in
Lotus 1-2-3 (C). Notice that once the worksheet is loaded into
memory, Lotus 1-2-3 (C) inserts the names of ALL fields across the top
of the worksheet, as in:
A B C D
-------------------------------------------------------
DATE_SYS SEX FNAME LNAME
1
2
3
4
5
6
7
Lotus 1-2-3 (C) is a registered trademark of Lotus Development Corp.
Appendix Z:
Create your own fields
Entering codes specific to your application
and then creating reports or labels based on those codes:
----- Defining your own codes: -----
This feature gives you the ability to enter codes specific to your
industry or application and then create reports or generate labels on
those specific codes. These codes are then entered into COMMENT1 or
COMMENT2 of each prospect record in the Prospect file.
Let's say, for example, that you had identified these criteria in your
real estate prospects:
1) Size of home wanted
2) Amount prospect wants to spend on home
3) Preference, if any, for location, by zip or postal code
4) Number of floors of home desired
Let's say further that you had developed these codes:
1) SIZE=1500SF
SIZE=2000SF
SIZE=2500SF
SIZE=3000SF
This first criteria shows the size home, in square feet, that the buyer
is looking for.
2) AMT=100K
AMT=125K
AMT=150K
AMT=200K
Criteria 2 shows the amount, in thousands of dollars, that the buyer is
willing to spend.
3) LOC=75081
LOC=75082
LOC=75083
LOC=75084
Criteria 3 shows the location preference, by zip or postal code, that
your buyer has.
4) FLOORS=1 < one floor, no basement
FLOORS=1A < one floor, one basement
FLOORS=2 < 2 floors, no basement
FLOORS=2A < 2 floors, one basement
This criteria tells you the number of floors preference, if any, that
this buyer has.
Observe that as you develop codes for all buyers, you do NOT have to
use every code for every buyer. If one buyer has no location code
preference, then omit this criteria. It does matter, though, that you
enter the codes CONSISTENTLY into the Prospect file, COMMENT1 or
COMMENT2. Otherwise, you will not be able to extract them later.
----- Selecting Reports: -----
Once you select option 3 from the Main Program Menu, you will see this
Reports menu:
---------------------------------------------------------------------
|
Start Date Prospect and Activity Reports End Date |
|
01/01/1901 Please Choose one 12/12/2999
1) Do ONE report from the Prospect file
2) Generate ONE report from the Activity file
3) Set start/stop date of these Reports
4) Select by any Comment,City,State,Zip,Prospect
[no criteria selected]
5) Category Consolidation Feature: [now OFF]
6) Do FOUR reports from the Prospect file
7) Generate SIX reports from the Activity File
[sorted by phone number, last name,]
[first name, Prospect, zip code, and city]
H) Help for reports
R) Return to prior menu
|
Category of Prospects [defaults to ALL]: ALL |
|
---------------------------------------------------------------------
Option 4 will allow you to select out any code or combination of codes
from the COMMENTS fields. When you select this option, you will first
see this menu:
---------------------------------------------------------------------
Exclusivity of Selection: |
|
|
False = All Inclusive
Record included if meeting at least ONE search criteria.
True = Mutually Exclusive
Record included only if meeting ALL search criteria at the same time.
|
Enter T or F : [F] |
|
---------------------------------------------------------------------
In this menu, "Exclusivity of Selection", you must select whether you
want only those records to be selected that have all sets of codes in
every record or select records regardless of the number of matches made
per record, as long as at least one match is made in any one record
that is selected.
True [or T] means all matches have to be made in any one record for it
to be selected. False [or F] means that as long as one match is made
in that record, it will be selected.
After making your selection at this "Exclusivity of Selection" menu,
you can make your specific selections at this menu:
---------------------------------------------------------------------
Enter those values you wish to select out. |
Any field left blank will include all records in that field. |
|
___________________ [first name]
___________________ [last name]
__________________________ [company name]
__________________________ [city]
___ [state]
____________ [zip code]
_____________________________ [comments, first selection]
_____________________________ [comments, second selection]
_____________________________ [comments, third selection] |
_____________________________ [comments, fourth selection] |
|
[COMMENT1 and COMMENT2 are searched together] |
|
---------------------------------------------------------------------
At this screen, you can input up to 4 sets of codes or phrases. You
can enter any word, phrase, or code on which to base your selection. If
left blank, all records will be printed out. If you make an entry
there, the program will search through the comments and select out only
those records that have your word or phrase in the comments section.
You can also select by any combination of first name, last name,
company, city state, or zip code.
[Note that you can have up to 4 different codes or phrases entered
here and all records will be pulled which have any one of them or any
combination of them].
In this real estate example, let's say that the following house became
available on the market:
2000 square feet, $125,000 price, located in
zip/postal code '75083, and has two floors, without
a basement.
These codes would then correspond to that information.
SIZE=2000SF
AMT=125K
LOC=75083
FLOORS=2
If you entered those values or codes into the 'comments' entries in the
above menu and set "Exclusivity of Selection" to True, the program
would then select out those records or prospects that contained these
criteria.
----- Accessing this logic from the word processor/merge Menu:-----
Observe this option on the Main Program Menu:
B) Output to external word processor/merge/data file
Once you select that option, you will see this menu:
---------------------------------------------------------------------
|
Output for word processing/merge Menu |
|
Thursday, April 21, 1988
1) Select output criteria for merge file
[no criteria selected]
2) Output records to Wordstar/Mailmerge[TM]
3) Output records to WordPerfect[TM]
4) Output records to dBASE III [TM] |
|
|
R) Return to prior menu |
---------------------------------------------------------------------
Selection 1 contains the same logic as the reports menu. That is, you
can select records for output to your word processor based on codes you
entered into the comments fields in the Prospect file.
----- Selecting this option from the Labels Management menu: -----
Once in the Labels Management menu, observe option 2:
2) Produce labels for all records in Prospect File
[Select on any Comment,City, State, Zip code in Prospect file]
Again, the logic is available here to you to select out labels based on
codes that you had predefined earlier and entered into the Prospect
file.
----- Creating your own Help screen for these codes: -----
Instead of writing down the codes for your specific application, a
place exists in the program to contain that data. Also, you can
display those codes and their definitions at any time throughout the
program just by entering one function key!
This industry-specific Help screen can have up to 15,000 characters in
it. To see how this works, examine Appendix O, 'Create your own
industry-specific Help/Data Screen'
Appendix A-1
Act Now! [TM] feature:
Act Now! [TM] is a new feature that creates an activity record, if
requested, directly from the Prospect Add function.
The need for this has become clear in feedback from my customers.
Prior to version 2.645, all prospect records were added into the
Prospect file through the Prospect Add option. Once in the Prospect
file, you could then add an unlimited number of activities into the
Activity file for any one prospect. To add the first activity record,
though, required that you leave the Prospect Add function, exit the
Prospect File, and then go to the Activity Add screen.
Over time, users began mentioning how cumbersome this process was when
that were adding many prospect records, each with an initial activity.
The reason these functions are separate is because of a programming
practice used throughout IN-CONTROL [TM], modular programming. These
modules or 'blocks' of program code account for the discrete
functionality of each menu and screen.
In any case, with Act Now! [TM], you can now add an initial activity
record for a new prospect WITHOUT LEAVING the Prospect Add option!
Observe below the options that appear on the bottom of the screen when
you are adding a prospect record:
-----------------------------------------------------------------------
'1' to go to next record; '2' to create a new memo for this record, |
Enter a '3' to create one quick label, |
Enter a '4' to 'ACT NOW!' or Activity Now, 1st activity record |
-----------------------------------------------------------------------
If you enter '4', Act Now! [TM] will immediately branch to the first
activity record. You would then be presented with the blank activity
screen, assuming you had entered 'Bill Johnson' data at the prospect
record, similar to this:
-----------------------------------------------------------------------
Name of contact: Addressed as (Mr., Ms., Miss or Mrs.) :Mr. |
First Name :Bill Last Name :Johnson |
Full Company name of Prospect : Bill Johnson |
Category Selected 1
Activity date :04/27/1988
Address line one :1211 Elm Street
Address line two :
City :Dallas
State TX Zip code 75433
Phone Number :(214)222-3333
Comments :
|
Next Appointment 01/01/1901 Time : 00:00:00 |
Revenue/Expense from this activity : 0.00 |
-----------------------------------------------------------------------
After you finish entering the activity data, you will then branch back
AUTOMATICALLY to the Prospect Add function.
Appendix A-2
Logic behind Comments/name/city selection
This feature will SELECT out data for you using a powerful search
criteria. This function should not be confused with options 3 and 4 on
the 'Fast Search Through Data' menu, which only DISPLAYS data to you.
You can select out records from four key locations in the program with
this powerful selection criteria.
The mechanics of how you do this are explained in:
Appendix Z:
Create your own fields
In summary and recapitulating Appendix Z, you go through a two step
process when you access this selection logic. First, you respond to
this 'Exclusivity of Selection' menu:
---------------------------------------------------------------------
Exclusivity of Selection: |
|
|
False = All Inclusive
Record included if meeting at least ONE search criteria.
True = Mutually Exclusive
Record included only if meeting ALL search criteria at the same time.
|
Enter T or F : [F] |
|
---------------------------------------------------------------------
Once you do that, you are then offered these selection choices:
---------------------------------------------------------------------
Enter those values you wish to select out. |
Any field left blank will include all records in that field. |
|
___________________ [first name]
___________________ [last name]
__________________________ [company name]
__________________________ [city]
___ [state]
____________ [zip code]
_____________________________ [comments, first selection]
_____________________________ [comments, second selection]
_____________________________ [comments, third selection] |
_____________________________ [comments, fourth selection] |
|
[COMMENT1 and COMMENT2 are searched together] |
|
---------------------------------------------------------------------
You can select any one criteria or any number of them in combination with
each other. The 'Comments' field is ideal for entering industry specific
code in your application, as explained in Appendix Z, Create your own fields.
This powerful logical selection feature is offered in four locations:
----- First location: -----
The Labels Menu, option 2:
2) Produce labels for all records in Prospect File
[Select on any Comment,City, State, Zip code in Prospect file]
----- Second location: -----
Prospect and Activity Reports, option 4:
4) Select by any Comment,City,State,Zip,Prospect
[no criteria selected]
----- Third location: -----
[accessed from the Main Program Menu:]
B) Output to external word processor/merge/data file
Output for word processing/merge Menu, selection 1:
1) Select output criteria for merge file
[no criteria selected]
----- Fourth location: -----
[accessed from the Main Program Menu:]
selection 8
Category Options Menu, option 5:
5) Change category based on COMMENTS,NAME,CITY:
[merge multiple categories into 1 with this criteria]
Regardless of where you access this SELECTION criteria, the logic is
that same behind each of these four menus. With it, you have nearly
unlimited versatility in selecting out data for reports, labels, and
word processing form letters.
Appendix A-3
Foreign resellers and distributors:
----- Australia: -----
Shareware Distributor:
Mr. Ian MacKay,
MANACCOM PTY. LTD.
P.O. Box 509,
Kenmore, Queensland 4069
Tel: (07)374-1311
FAX: (07)374-2274
Reseller:
Mr. John Larner
Australian Measurement & Control
222 Bay Street
Port Melbourne, VIC 3207 Australia
Tel: (03)646-5255
----- New Zealand: -----
Mr. Terry Bowden
New Zealand Micro Computer Club
P.O. Box 6210
Aukland New Zealand
Tel: (09)452-639
Mr. Terry Fortune
New Zealand Micro Computer Club
P.O. Box 6210
Aukland New Zealand
Tel: (09)543-5517
----- Great Britain: -----
Shareware Distributor:
Mr. Rod Smith
Public Domain Software Library
Winscombe House
Beacon Road, Crowborough
East Sussex TN6 1UL Great Britain
Tel: (08926) 63298
----- West Germany: -----
Shareware Distributors:
Mr. Joseph Kirschbaum
Kirschbaum Software GmbH
Kronau 15
D 8091 Emmering West Germany
Tel: (0) 80 67 12 20
Mr. Eugen Pansow
LIPS Computer Und Softwaremarkt GmbH
Ingolstaedtestr 58L
8000 Munchen 45 West Germany
Tel: (089) 31 89 090
Appendix A-4
Registration Procedure:
----- Foreign Registration -----
If you elect to become a registered user of this commercial grade
software, then you can pay for this program via FAX or Telex.
When you elect to register, the program will ask for a validation number from
you. You will receive this number back via FAX or Telex from the ACS
Credit Card Registration Hot Line.
The validation number changes every time you go through this process. Make
sure that you leave the validation number screen in place until you receive
the validation number back via FAX or Telex from the ACS Credit Card
Registration Hot Line.
You must pay for this program with a credit card. If you do not have one,
go to a friend or colleague, write a personal check to them, and then use
their card for this purchase. ACS is not set up to process checks for
purchases made through our FAX or Telex system.
The ACS Credit Card Registration Hot Line will accept either of these
credit cards in payment for this great program: MasterCard, Visa, Diners
Club, Carte Blanche, and American Express.
'Request to Purchase':
On your Telex or FAX message, indicate that this is a 'Request to Purchase'
and show this information:
your 'Random Generated Number'
the credit card name,
the amount in United States dollars,
the credit card number,
the expiration date,
your name, your WORK and HOME phone number.
including area code or STD
Invoice generating module:
Once you input the registration number successfully, this program will prompt
you for the information that it needs for an invoice and will them print out
a two part invoice. The first sheet will be for your records, while the
second one is required for the credit card people and should be sent back to
us, signed.
Direct purchase:
On first examination, this registration process seems filled with risk for
you. You are sending your credit card number to an anonymous FAX or TELEX
machine in the United States. Will your credit card number be lost? What
happens if the program fails to work later? What if ACS is no longer in
business?
First of all, you can call a local distributor or reseller to acquire more
information on ACS. For a list of those in your country who sell this
program and have talked to its author, Paul Sax, read:
Foreign resellers and distributors.........................Appendix A-3
Secondly, credit card companies have, in general, been overly generous in
refunding or reversing credit card purchases where the purchase has been made
over the phone. In the U.S.A., for example, VISA/Mastercard and American
Express have routinely allowed up to 180 days for credit card reverses on
those purchases made over the phone. At the time of this writing, May, 1988,
one year after PC SIG featured this program in PC WORLD magazine, July, 1987,
page 308, NOT ONE of my registered users has ever reversed those charges!
Finally, you have the product in front of you. As you make your purchase
decision, the relationship has become clear to you that this is a stable, bug
free product and that if you continue to use it, the program will SAVE YOU
TIME AND MONEY!
Our FAX number:
2146904782
Our United States FAX number is (214) 690-4782. The '214' is our area code
or STD. To reach us, you must use whatever international dialing codes your
telephone system requires, including any U.S.A. outbound codes specific to
your country. This number, 2146904782, is treated as a normal phone line
and can be reached in the same way that you would dial any phone number in
the United States.
Our direct dial business\voice line:
2146906017
Between 8 AM and 10 PM Central Standard United States time, you can always
reach the ACS Credit Card Registration Hot Line person through 2146906017.
The same international dialing codes apply to this business\voice line as
apply to the FAX number above.
Our TELEX number:
6503502020
Our United States TELEX number is 6503502020. Our answerback is: MCI UW.
Since this number is on the international TELEX network, you must prefix the
TELEX number with the U.S.A./Western Union International inbound code.
These codes are specific to each country and a list appears below. If, for
example, you are sending a TELEX from Australia, your inbound code is '23'
and must precede the TELEX number. In that case our complete TELEX number
would be:
236503502020
Inbound U.S.A./Western Union International codes:
Access Codes vary by country. The various MCI/WUI USA Access Codes are
listed below by country or origin.
COUNTRY OF ORIGIN CODE
-------------------------------------
ALGERIA 023
AMERICAN SAMOA --
ANGOLA 023
ANTIGUA 23
ARGENTINA 23
AUSTRALIA 23
AUSTRIA 23
BAHAMAS 23
BAHRAIN 023
BANGLADESH 0023
BARBADOS 23
BELGIUM 0236
BERMUDA 23
BOLIVIA 023
BRAZIL 23
BURMA 23
CAMEROON 0230
CANADA 06096
CAYMAN ISLANDS 23
CHILE 0l6
CHINA 023
COLOMBIA 0236
COOK ISLANDS 0230
COSTA RICA 23
CUBA 23
CYPRUS 023
CZECHOSLOVAKIA 236
DENMARK 023
DOMINICA 23
ECUADOR 23
EGYPT (3 DIGIT NOS.) 6
- (5 DIGIT NOS.) 23
EL SALVADOR 023
ETHIOPIA 023
FIJI 23
FINLAND 23
FRANCE 023000
GABON 0230
GERMANY (WEST) 023
GHANA 023
GREECE 23
GRENADA 23
GUADELOUPE 23
GUATEMALA 023
GUINEA (REP. OF) 23
GUYANA 023
HAITI l3
HONDURAS 23
HONG HONG 23
HUNGARY 23
INDONESIA 23
IRAN 023
IRAQ 023
IRELAND 023
ISRAEL 23
ITALY 0023
IVORY COAST 23
JAMAICA 23
JAPAN 23
JORDAN 023
KENYA 0236
KOREAN (REP. OF) 023
KUWAIT 23
LEBANON 00300
LIBERIA 0236
LUXEMBOURG 023
MALAYSIA 23
MEXICO 023
MONSERRAT 23
NAURU 23
NETHERLANDS 069/
- 023
NETHERLANDS ANTILLES 23
NEW ZEALAND 23
NICARAGUA 23
NIGER 0236
NIGERIA 023
NORWAY 23
OKINAWA 23
OMAN 023
PAKISTAN 0023
PANAMA 0236
PAPUA/NEW GUINEA 23
PARAGUAY 0025
PERU 023
PHILIPPINES 23
POLAND 893
PORTUGAL 023
ROMANIA 02360
ST. LUCIA 23
ST. KITTS/NEVIS 23
SAIPAN (MARIANAS) DIRECT
SAUDI ARABIA 023
SENEGAL 02300
SIERRA LEONE 0236
SINGAPORE 23
SOLOMON ISLANDS 23
SOUTH AFRICA REPUBLIC 23
SPAIN 023
SRI LANKA 023
SUDAN 023
SWEDEN 23
SWITZERLAND 023
SYRIA 0230
TAIWAN 0236
TANZANIA 0236
THAILAND 023
TOGO 0236
TRINIDAD 23
TUNISIA 02360
TURKEY 025
TURKS AND CAICOS ISL. 23
UNITED ARAB EMIRATES 023
UNITED KINGDOM 23
UPPER VOLTA 236
URUGUAY 023
U.S.S.R. 236
VENEZUELA 233
VIRGIN ISLANDS (U.S.) DIRECT
YUGOSLAVIA 025
ZAIRE 0236
ZAMBIA 0236
ZIMBABWE 23
MOST OTHER COUNTRIES 23