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Clarion Help | 1992-05-01 | 92KB | 1,542 lines

Enter the Date you would like to change the NEXT CONTACT date in the CONTACT record. ENTER TO EXIT HELP CONTACT BY SELECTION ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record DELETE KEY to delete record Will Receive Mass Letters No Insert Allowed on This Table HINT: Enter the first few Characters Last Name to go directly to that record. F3 - AUTO DIALER - Will dial Contact Phone 1 where the pointer is located and take you to the Contact Update Form. "Use Phone Dialer" in Phone Configuration File must be "Y". F5 - MARK/UNMARK - Will Mark or Unmark Contacts to receive Letters when doing Mass Mailings. Contacts to receive a letter will have a Changes the "Send Letters" field in the Contact record. ENTER TO EXIT HELP _1^^__ _1^^__ _1^^__ Enter the name of the Contact for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. It will fill Salutation, Firstname, and Lastname. (Mr. John Smith) ENTER TO EXIT HELP Enter an Extension Number or any four characters you wish. eg. "1234" or "HOME" or "CAR" etc ENTER TO EXIT HELP Enter the name of the Company for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. ENTER TO EXIT HELP Enter the Street Address for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. ENTER TO EXIT HELP Enter the City - State - ZIP for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. ENTER TO EXIT HELP Enter the Company Phone number for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. ENTER TO EXIT HELP Enter the Contact Phone Number for the Appointment If you are entering this Appointment from the CONTACT form - the information will be filled in for you. ENTER TO EXIT HELP Enter the Appointment Date in the form MM/DD/YR. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. NOTE:The Date of the Appointment will be stored in the Contact History file - but only if this appoint ment is entered from the Contact Form. ENTER TO EXIT HELP _4^^_ Enter the time of the Appointment. Enter in 24 hr. format. You do not have to put the ":" in. 1pm = 1300 2:30pm = 1430 10am = 1 ENTER TO EXIT HELP Enter any Comment for this Appointment A comment could be directions to their office, Agenda for meeting, others attending, etc. NOTE:The first line of this comment will be stored in the Contact History file - but only if this appointment is entered from the Contact Form. ENTER TO EXIT HELP _4^^_ &<-- Enter the Attention string for your modem. ?Use 'AT' if using a Hayes compatible modem. Enter the Baud rate of your modem. W HOT_MENU BUILD NEW HOT LIST Selecting this option will first search through all your Contacts, Appointments and Personal Records and create a Hot List File. The Hot List File contains all your dated activity, which includes NEXT CONTACT Dates, FOLLOW UP Dates, APPOINTMENTS and PERSONAL NOTES. After the File is built, it will present you with a Form to input a date range for viewing the file. The default viewing range is one week from Today's date, but you may input any date you desire. As you change the Master records, you should rebuild the Hot List to keep it current. After the Hot List is displayed, to view a record, place the pointer bar on the record and hit the enter key and the Update form for that record will be displayed for your review or editing. NOTE:The Appointment form will only be displayed if that particular appointment does not have an associated Contact Record. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ CALENDAR ARROW KEYS to move by day and week PAGE UP/DWN to move one Month ^PAGE UP/DWN to move one Year ^HOME to return to Today's Date ENTER to Add or View Appointments ^ equals CONTROL KEY "APPT" means you have Appointments on that day NOTE: When entering NEW Appointments - a form will Pop Up requesting detailed info for the Appointment If this Calendar is accessed from the CONTACT form most of the information will be filled in auto- matically ALL Appointments will appear on the HOT LIST and Appointments made from the CONTACT form will also appear in the Contact History File. ENTER TO EXIT HELP _4^^_ &<-- Enter 'Y' to use the Auto Dial Feature of the software. 2Enter 'N' if you do not wish to use the Auto Dial Feature. -You must have a Modem connected to use the Auto Dialer *<-- Enter your Area code. This will be used to determine if the number being dialed needs the LD Prefix. Enter the name of the Company if applicable. If this field is left blank, this CONTACT will not be displayed in the CONTACT / COMPANY table. ENTER TO EXIT HELP Enter the Next Contact Date in the form MM/DD/YR. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. NOTE:If this field in filled in, this Contact will appear on the HOT LIST. ENTER TO EXIT HELP _4^^_ Enter a user definable Description. If this Des- cription is not in the DESCRIPTION file - a table will Pop Up for your selection. If you would like to add a new Description to this table - hit the INSERT KEY when the table is displayed. HINT: If you can't remember your Descriptions - input an invalid entry like a "?" and the table will Pop Up for your selection. If you do not wish to enter descriptions - hit ENTER with the field blank. ENTER TO EXIT HELP _4^^_ Enter the Last Name of the Contact. If this field is blank - when the software does letters - the POSITION will be used for the recipient of the letter. Also if this field is blank - the CONTACT will not display in the CONTACT / LAST NAME table. ENTER TO EXIT HELP Enter the First Name of the Contact. ENTER TO EXIT HELP Enter the Middle Initial of the Contact. This field will automatically go to CAPS mode. ENTER TO EXIT HELP Enter the appropriate salutation. ENTER TO EXIT HELP Enter the Suite Building or PO Box number. eg. Suite 100 or P.O.Box 255G or Building #4 etc. ENTER TO EXIT HELP Enter an "L" for Last Name or "F" for First Name. When printing letters - the first or last name will print in the Salutation, depending on the contents of this field. The default is "L". ENTER TO EXIT HELP Enter the third phone number of the Company. Do not put the dashes "-" in, they will be automatic. eg. 904 1212 will come out to be 904- -1212 ENTER TO EXIT HELP Enter the phone extension or four character note. eg. 1234 HOME CAR WORK etc ENTER TO EXIT HELP Enter the Position of the Contact if it applies. This field will print on Letters as the recipient if the Last Name field is left blank. ENTER TO EXIT HELP Enter a "Y" if this CONTACT is to receive letters when printing MASS letters. Enter a "N" if you do not wish this CONTACT to receive a letter. NOTE:This field only applies to MASS mailings. You can send a single letter to any PRIMARY CONTACT - regardless of this setting. ENTER TO EXIT HELP _4^^_ Enter the Street Address ENTER TO EXIT HELP Enter the City name. ENTER TO EXIT HELP Enter the State two letter abrv. This field will automatically go to CAPS. ENTER TO EXIT HELP Enter the ZIP Code or CANADIAN Postal Code ENTER TO EXIT HELP Enter the first phone number for this CONTACT. do not include the "-" they will be automatic. eg. 904 1212 will come out to be 904- -1212 If using the Auto Dialer - This is the number that will be dialed by hitting the F3 Key from this screen or any of the Primary Contact Tables. ENTER TO EXIT HELP Enter the second phone number for this Contact. Do not include the dashes "-" in, they will be automatic. eg. 904 1212 will come out to be 904- -1212 ENTER TO EXIT HELP Enter the Last Contact Date in the form MM/DD/YR. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. NOTE: If you use the Auto Dial Feature of the software - this field is updated automatically after the result of the phone call is entered. ENTER TO EXIT HELP _4^^__ Enter the Last Name of this OTHER CONTACT. ENTER TO EXIT HELP Enter an Extension Number or any four characters you wish. eg. "1234" or "HOME" or "CAR" etc ENTER TO EXIT HELP Enter any Comment you would like to make about this Contact. ENTER TO EXIT HELP Enter the First Name of this OTHER CONTACT. ENTER TO EXIT HELP Enter the Middle Initial of the Contact. The Software will select CAPS for this field ENTER TO EXIT HELP Enter a Salutation. eg. Mr. Ms. Dr. etc ENTER TO EXIT HELP Enter the Position or Relationship of this OTHER CONTACT. ENTER TO EXIT HELP Enter a Contact Phone number if different from the Phone Number 1 of the Primary CONTACT record. If this field is left blank - it will default to the Phone Number 1 of the Primary CONTACT. ENTER TO EXIT HELP Enter the Country Name for this Contact or leave blank. ENTER TO EXIT HELP Enter the name you gave the Database when this report was designed in the Optional Report Writer Package. ENTER TO EXIT HELP Enter the path name where the Database Defin- intion is located. eg \sit\ or D:\Data\ etc. This field may be left blank if the Database Definintion is located in the current directory. ENTER TO EXIT HELP '<-- Enter the number of data bits. Use '8' if unsure. (<-- Enter the String to use to dial your modem. CUse 'ATDT' for a Hayes Compatible modem. Or, 'ATDT9,' if you need to dial 9 to reach an outside line. Enter a Description to be used in the Description fields of the COMPANY record. Give careful thought to your use of Description Names. This will give you greater flexibility when doing inquires and Letters based on Description String searches. ENTER TO EXIT HELP Enter the Date in the form MM/DD/YR Follow Up. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. ENTER TO EXIT HELP Enter the Action for this Follow Up Call. This could be, what you intend to accomplish on this call. ENTER TO EXIT HELP FOLLOW-UP ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record NOTE: These are the dates in which you would like to Follow Up with this Contact on a reg- ular basis. ENTER TO EXIT HELP _1^^__ lMORE_MEN FOLLOW-UP Selecting this option will give you a table at the bottom of the screen, listing all Follow-Up dates and Comments for this Contact. If you have many Dates in which you would like call your Contacts, keep them here. You may also use this area instead of the Next Call Date Field. NOTE:Info in this file will appear on the HOT LIST. ENTER TO RETURN OR ESC TO EXIT HELP tMAIN GENERAL SYSTEM HELP STAY IN TOUCH is composed of FORMS, TABLES, MENUS and REPORTS. This HELP Screen will tell you how to use the keyboard for these components. FORMS - Move from Field to Field = Up/Dwn Arrow Keys, Tab Key, Enter Key Erase a field = Backspace or Ctrl/End Date Fields = Tab Key to select Date from Pop-up Calendar Exit Form = Esc Key on 1st field or Ctrl/Esc anywhere else Update a Form = Enter Key on last field or Ctrl/Enter anywhere else TABLES - Move up/dwn table = Up/Dwn Arrow Keys or Page Up / Page Down Select or Update = Enter Key on Highlighted Record Adding Records = Insert Key Deleting Records = Delete Key on Highlighted Record Copy Record = Ctrl/C Copies Highlighted Record (With Editing) Locate Record = Type first few characters (where applies) Exit Table = Esc Key or Ctrl/Esc MENUS - Highlighting Item = Up/Dwn Arrow Keys or 1st letter of Item Selecting Item = Enter Key when Item Highlighted HIT THE F1 KEY ANYWHERE IN PROGRAM FOR ON-LINE FIELD SENSITIVE HELP ENTER TO RETURN OR ESC TO EXIT HELP _N^^__ _7^^_ _:^^__ elUTHELP GO TO DOS Selecting this options will shell out to the DOS prompt. You may then run any DOS command or Program you desire. Type "Exit" to return to STAY IN TOUCH. IMPORTANT: If you change directories - make sure you return to this directory before typing "Exit" or you will get an error. ENTER TO RETURN OR ESC TO EXIT HELP _1^^__ yRPTMENU HISTORY ANALYSIS REPORT Selecting this option will give you an analysis report of all your Appointments, Phone Calls and Letters stored in the History File. The report will show each History transaction and give a Sub Total of each Activity and a Grand Total of all Activities. Prior to printing, a form will pop up asking for a date range - Transactions that fall within this range will be included on the report. ENTER TO RETURN OR ESC TO EXIT HELP Select the Activity for Display by using the LEFT/RIGHT ARROW KEYS or Entering 1st Letter. ENTER TO EXIT HELP _4^^__ Enter the Date in the form MM/DD/YR or hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. ENTER TO EXIT HELP Enter the results from this activity. This comment will be stored in the Contact History file, along with today's Date and the proper Activity. NOTE:You can view and change the History File by hitting the F10 key from the Primary Contact form and selecting History from the Activity Menu. ENTER TO EXIT HELP _4^^_ fRPTMENU HOT LIST REPORT Selecting this option will print a report of your current Hot List. The Hot List must be built first by selecting Hot List from the Main Menu and building the list. Also, after selecting this option a form will pop up requesting a date range for the report. Only the items falling within this date range will be included in the report. ENTER TO RETURN OR ESC TO EXIT HELP VVHOT BBHOT HOT LIST View Current Hot List Build New Hot List ENTER FOR SELECTION ESC TO EXIT HELP HOT LIST ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change a record DELETE KEY to delete Hot List Item No Insert Allowed on this Table NOTE: This is a table of all your dated activ- ity from all sources - NEXT CONTACT Date, FOLLOW-UP Dates, APPOINTMENT Dates and PERSONAL NOTE Dates. The Enter Key takes you to the Appropriate Update Form for review or change. ENTER TO EXIT HELP _1^^__ !<-- Enter your long distance dialing prefix. 1Use '1' if unsure. Enter a Description for this letter. ENTER TO EXIT HELP Enter the body of the letter. Insert Key - Toggles Insert Mode on/off Delete Key - Deletes Character in front of cursor Backspace - Deletes Character behind cursor Ctrl/End - Deletes from cursor to end of line Ctrl/Esc - Aborts Letter Ctrl/Enter - Saves Letter (also Enter on last line) Word Wrap - Automatic Letter may be two pages in length and will pagin- ate when printed. Margins are Top 1.5 in., Bottom 1 in. and Left/Right 1 in. ENTER TO EXIT HELP _4^^_ _)^^_ _)^^_ _*^^_ _+^^_ _+^^_ _)^^_ _<RPTMENU CONTACT REPORT Selecting this option will give you a report of Primary Contact information along with a list of Other Contacts. Selecting this option will Pop Up a Form requesting entry of a CONTACT for printing the Contact Report. Immediatly after the form Pops Up - a table listing all CONTACTS will Pop Up in the top left corner of your screen. Select the CONTACT for the report from this table. You may print the report to the Screen, Printer or a Disk File. ENTER TO RETURN OR ESC TO EXIT HELP RPTMENU NOTES REPORT This Selection will give you a report of all the NOTES for this Primary Contact, including Other Contacts. Selecting this option will Pop Up a Form requesting entry of a CONTACT for printing the Notes Report. Immediatly after the form Pops Up - a table listing all CONTACTS will Pop Up in the top left corner of your screen. Select the CONTACT for the report from this table. You may print the report to the Screen, Printer or a Disk File. ENTER TO RETURN OR ESC TO EXIT HELP _<RPTMENU ONE LETTER Selecting this option will Pop Up a Form requesting entry of - Just Label, Letter Description, and Contact Name. There needs to be a Letter entered through Letter Maint. in order to print a form letter. The letter may be printed to the Screen, Printer or a Disk file. Details of the letter will be added to the HISTORY file for this CONTACT. NOTE:Set your Dot Matrix printer for 10cpi and letter quality mode. Set Laser printer for 60 lines per page. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ lRPTMENU MANY LETTERS Selecting this option will present another menu with four selections for doing MASS mailings based on user defined selection criteria. Details of the letter will be added to the HISTORY file for each CONTACT that received a letter. NOTE:Set your matrix printer for 10cpi and letter quality mode. Set Laser printer for 60 lines per page. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ RPTMENU LETTER MAINTENANCE Selecting this option will display a table of current letters with their letter description. If there are no letters a form will Pop Up for entry of the first letter. ENTER TO RETURN OR ESC TO EXIT HELP sRPTMENU PHONE DIRECTORY Selecting this option will give you a report of all your Primary Contacts, sorted by last name. The report will also include the Company Name and the first two phone numbers in the Primary Contact record. The report will print one line per contact. You may send the report to the screen, printer or a disk file. ENTER TO RETURN OR ESC TO EXIT HELP aRPTMENU PRINT APPOINTMENTS Selecting this option will give you a report of all your appointments for a selected date range. Selecting this option will first pop-up a form requesting a date range for the report. The report will then print all details of the appointment sorted by date. You can send the report to the screen, printer or disk file. ENTER TO RETURN OR ESC TO EXIT HELP rRPTMENU NEXT CALL REPORT Selecting this option will give you a report of all your Contacts sorted by the next call date, within a selected date range. When you select this option a form will pop-up requesting a date range for the report. The report will print the Next Call Date, Contact Name, Company Name and first two phone numbers. You may print the report to the Screen, Printer or a Disk File. ENTER TO RETURN OR ESC TO EXIT HELP Enter the Starting Date in the form MM/DD/YR. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. ENTER TO EXIT HELP Records will be selected that are Equal to or Greater than the input of this field. Leave this field blank and the software will automatically supply the lowest possible value for you. NOTE:In the selection process - Capital letters come before small letters. ENTER TO EXIT HELP _4^^_ Records will be selected that are Equal to or Less than the input of this field. Leave this field blank and the software will automatically supply the highest possible value for you. NOTE:In the selection process - Capital letters come before small letters. ENTER TO EXIT HELP _4^^_ Records will be selected that are Equal to or Greater than the input of this field. Leave this field blank and the software will automatically supply the lowest possible value for you. NOTE:In the selection process - Capital letters come before small letters. ENTER TO EXIT HELP _4^^_ Enter a Case Sensitive string of characters that is included in one of your CONTACT Descriptions. This field cannot be blank. If you can't remem- ber your Descriptions - hit the F10 key for a list. EXAMPLE A string of "Cust" will find: Spectra Hardware Customer Spectra Software Customer Prospect Custom Software It will not find: Spectra Hardware customer Spectra Software customer ENTER TO EXIT HELP If you just want to print Labels - select "Y". If you want to print Letters - select "N". If you are just printing Labels - it makes no difference which Letter is selected, since only a label will be printed. ENTER TO EXIT HELP Enter an "A" for AM or "P" for PM. You do not have to press the ENTER key. ENTER TO EXIT HELP Enter the time of the Appointment. You do not have to input the ":" . NOTE:If this Appointment is entered off the Contact Form - this time will be stored in the Contact History File. ENTER TO EXIT HELP _%^^_ Enter the Ending Date in the form MM/DD/YR. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. ENTER TO EXIT HELP Enter a user definable Description or hit the ENTER KEY to Pop Up a Table of your Descriptions for selection. ENTER TO EXIT HELP Records will be selected that are Equal to or Greater than the input of this field. Leave this field blank and the software will automatically supply the lowest possible value for you. NOTE:In the selection process - Capital letters come before small letters. ENTER TO EXIT HELP _4^^_ Records will be selected that are Equal to or Less than the input of this field. Leave this field blank and the software will automatically supply the highest possible value for you. NOTE:In the selection process - Capital letters come before small letters. ENTER TO EXIT HELP _4^^_ Records will be selected that are Equal to or Greater than the input of this field. Leave this field blank and the software will automatically supply the lowest possible value for you. NOTE:In the selection process - Capital letters come before small letters. ENTER TO EXIT HELP _4^^_ Records will be selected that are Equal to or Less than the input of this field. Leave this field blank and the software will automatically supply the highest possible value for you. NOTE:In the selection process - Capital letters come before small letters. ENTER TO EXIT HELP _4^^_ Records will be selected that are Equal to or Less than the input of this field. Leave this field blank and the software will automatically supply the highest possible value for you. NOTE:In the selection process - Capital letters come before small letters. ENTER TO EXIT HELP _4^^_ GGEN1 CMENU1 CMENU2 OMENU12 HMHOT1 HMENU11 SMENU4 CMENU6 RMENU7 PMENU8 UMENU5 QMENU9 STAY IN TOUCH GENERAL SYSTEM HELP Contact / Last Name Contact / Company Other Contacts Hot List History by Activity Selection Menu Calendar Reports and Letters Personal Records Utilities ENTER FOR SELECTION ESC TO EXIT HELP PPLST MML1 MML2 CML3 CML4 MANY LETTERS Print Last Selection Matching any ONE Description Matching ALL Descriptions City-State-ZIP-Phone Match City-State-ZIP-Phone and Desc String ENTER TO SELECT ESC TO EXIT HELP s.MAIN CONTACT / LAST NAME Selecting this option will give you a table listing all PRIMARY CONTACTS in alphabetical order. It will also show their COMPANY if applicable. It will not show the CONTACTS in which the last name field is blank. At the bottom of the table will be additional information about the Contact where the pointer is positioned. The F3 key will dial the first phone number of the Contact. The F5 key will Mark/Unmark the Contact for inclusion on the Selection Table. Contacts that appear on the Selection table will be tagged with a in front of their name. ENTER TO RETURN OR ESC TO EXIT HELP _-^^__^^ leMAIN UTILITIES This selection will give you another Menu of UTILITIES for various file funtions. ENTER TO RETURN OR ESC TO EXIT HELP rMAIN HISTORY BY ACTIVITY Selecting this option will give you a table listing the Letters, Phone Calls and Appointments you've had with your database of Contacts. Before the Table displays you will be required to select "Appoint" "Phone" or "Letter" from the input field on the table. The table will then display all history for the selected Activity in date order. NOTE:This table is useful for viewing past activity, such as viewing all letters sent for a particular day to schedule follow-up. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ llMAIN OTHER CONTACTS Selecting this option will give you a table listing all the OTHER CONTACTS. These are contacts that are somehow related to the PRIMARY CONTACT, such as Spouse Office Mgr etc. They are entered under the ACTIVITY MENU by hitting the F10 Key when in the PRIMARY CONTACT input form. You can not send letters to OTHER CONTACTS. ENTER TO RETURN OR ESC TO EXIT HELP eMAIN CONTACT / COMPANY Selecting this option will give you a table listing COMPANIES in alphabetical order along with the CONTACT associated with that COMPANY. It will not include rec- ords where the COMPANY field is blank. At bottom of table will be additional information about the Contact where the pointer is positioned. The F3 key will dial the first phone number of the Contact. The F5 key will Mark/Unmark the Contact for inclusion on the Selection Table. Contacts that appear on the Selection Table table will be tagged with a in front of their name. ENTER TO RETURN OR ESC TO EXIT HELP MAIN SELECTION MENU This selection will give you another Menu of four sel- ections - allowing you to produce a table of CONTACTS based on user definable criteria. ENTER TO RETURN OR ESC TO EXIT HELP MAIN UTILITIES Selecting this option will give you another Menu of various system utilities for your selection. ENTER TO RETURN OR ESC TO EXIT HELP MAIN CALENDAR This selection will give you a full screen Calendar for recording your appoinntments and other date and time sensitive things to remember. ENTER TO RETURN OR ESC TO EXIT HELP _MAIN REPORTS AND LETTERS This selection will present you with another Menu for selecting various Reports, single letter printing or Mass Letter printing. You may also do Letter Maintenance. ENTER TO RETURN OR ESC TO EXIT HELP tMAIN PERSONAL RECORDS This selection will give you a table of PERSONAL NOTES sorted by Date. Will also show the first line of the Note. If there are no PERSONAL NOTES a form will Pop up for entry of the first note. This section if good for recording personal things to do or things completed that aren't appropriate for the Calendar. NOTE:Personal Notes will appear on the HOT LIST. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ MAIN Selecting this option and hitting the ENTER key will EXIT the program. This is the only way to EXIT. The Esc Key will not work at the MAIN MENU. This prevents an exit by mistakenly hitting the Esc Key. ENTER TO RETURN OR ESC TO EXIT HELP MAIN HOT LIST Selecting this option will give you another menu for selecting "View Current Hot List" or "Build Hot List". The HOT LIST is a table listing all your scheduled activ- ity, which includes - NEXT CONTACT Date, FOLLOW-UP Date, APPOINTMENTS and PERSONAL NOTES. ENTER TO RETURN OR ESC TO EXIT HELP MANYMENU MATCHING ANY ONE DESCRIPTION Selecting this option will give you a form requesting entry of FOUR Descriptions for selecting CONTACTS. It will locate all CONTACTS that have a Description matching any ONE of the FOUR entered and print a letter to each one based on those selections. If the "Send Letters" field in the CONTACT record is "N" - a letter will not be sent to that CONTACT. Will print either the recipient first or last name as indicated in the "First or Last" field of the CONTACT record. Letters may be sent to the printer, screen or a disk file. Letters are standard 8 1/2 by 11 with top and bottom margin of 1 3/4 by 1. If the CONTACT "Last Name" field is blank - The "Position" field will print as the recipient and "Dear Sir/Madam:" as the Salutation. HINT: The selection screen is the same as the screen from the SELECTION MENU. If you would like to review the CONTACTS receiving the letter prior to printing - Do your selection from the SELECTION MENU first. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ MANYMENU MATCHING ANY ALL DESCRIPTION Selecting this option will give you a form requesting entry of FOUR Descriptions for selecting CONTACTS. It will locate all CONTACTS that have a Description matching ALL of the FOUR entered and print a letter to each one based on those selections. If the "Send Letters" field in the CONTACT record is "N" - a letter will not be sent to that CONTACT. Will print either the recipient first or last name as indicated in the "First or Last" field of the CONTACT record. Letters may be sent to the printer, screen or a disk file. Letters are standard 8 1/2 by 11 with top and bottom margin of 1 3/4 by 1. If the CONTACT "Last Name" field is blank - The "Position" field will print as the recipient and "Dear Sir/Madam:" as the Salutation. HINT: The selection screen is the same as the screen from the SELECTION MENU. If you would like to review the CONTACTS receiving the letter prior to printing - Do your selection from the SELECTION MENU first. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ 8MANYMENU CITY-STATE-ZIP-PHONE MATCH Selecting this option will give you a form requesting entry of City-State-Zip-Phone ranges for your CONTACTS. It will then locate all the CONTACTS that fall within those ranges and print a letter for each one based on those selections. If the "Send Letters" field in the CONTACT record is "N" - a letter will not be sent to that CONTACT. System will print either the recipient first or last name as indicated in the "First or Last" field of the CONTACT record. Letters may be sent to the printer, screen or a disk file. Letters are standard 8 1/2 by 11 with top and bottom margin of 1 3/4 by 1. If the CONTACT "Last Name" field is blank - The "Position" field will print as the recipient and "Dear Sir/Madam:" as the Salutation. HINT: The selection screen is the same as the screen from the SELECTION MENU. If you would like to review the CONTACTS receiving the letter prior to printing - Do your selection from the SELECTION MENU first. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ MANYMENU CITY-STATE-ZIP-PHONE AND DESCRIPTION STRING MATCH Selecting this option will give you a form requesting entry of City-State-Zip-Phone ranges plus a Desc string. It will then locate and print a letter for all CONTACTS that fall within those ranges and include the desc string in the Desc field of the CONTACT record. If send letter field in CONTACT is "N" - a letter will not be sent to that CONTACT. Will print either the recipient first or last name as indicated in the "First or Last" field of the CONTACT record. Letters may be sent to the printer, screen or a disk file. Letters are standard 8 1/2 by 11 with top and bottom margin of 1 3/4 by 1. If the CONTACT "Last Name" field is blank - The "Position" field will print as the recipient and "Dear Sir/Madam:" as the Salutation. HINT: The selection screen is the same as the screen from the SELECTION MENU. If you would like to review the CONTACTS receiving the letter prior to printing - Do your selection from the SELECTION MENU first. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ MORE_MEN NOTES Selecting this option will give you a table at the bottom of the screen, listing all NOTES made to this Primary CONTACT and will also include NOTES made to the Other CONTACTS. ENTER TO RETURN OR ESC TO EXIT HELP MORE_MEN OTHERS Selecting this option will give you a table at the bottom of the screen, listing all Other Contacts associated with this Primary Contact. ENTER TO RETURN OR ESC TO EXIT HELP CMORE_MEN HISTORY Selecting this option will give you a table at the bottom of the screen, listing all History for this CONTACT. History is all "Phone Calls", "Appointments" and "Letters" sent to this Contact. If there is no History, a screen form will pop-up so you may manually add a History Item. Manually adding an item is useful if you should send a letter using your Word Processor but would like to record the letter in the Contact's History File. It's also very useful for rec- ording INCOMING phone calls. ENTER TO RETURN OR ESC TO EXIT HELP MORE_MEN LETTER Selecting this option will first present you with a form requesting input for a Letter or Label to this Contact. It will then print a Letter or Label for this Contact. NOTE:If selecting only Label - the software will ask you for a letter name anyway. It makes no difference which letter you select, since only a label will print. NOTE2:Letter info will be stored in the Contact History file with an Activity of "Letter". ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ _<^^__ ouMORE_MEN CALENDAR This selection will give you a full screen Calendar for recording your appoinntments with this CONTACT. You will also be able to view and change other appoint- ments. NOTE:Appointments set from this Calendar will be stored in the Contact History File and will also appear on the HOT LIST. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ NMORE1 OMORE2 FFU_MORE CMORE5 HMORE3 LMORE4 ACTIVITY Notes Others Follow-Up Calendar History Letter Ent to Select Esc to Exit ^^__^ ^^__^ ^^__^ ^^__^ ^^__^ _^^__ Enter a Date for this Note. Hit the TAB KEY to Pop Up a Calendar for selection of a date. Use the ARW Left/Right to move by day - ARW Up/Dwn to move by week - PAGE Up/Dwn to move by month and CNTL PAGE Up/Dwn to move by Year. CNTL HOME will bring you back to Todays Date. The default is today's date. ENTER TO EXIT HELP Enter any Notes for this Contact. You can have seperate notes for the PRIMARY and the OTHER Contacts. All notes appear under the PRIMARY CONTACT and specific notes will appear under the OTHER CONTACT. ENTER TO EXIT HELP 4<-- Enter the Parity for the modem connection. Use 'N' if unsure. Enter the Date for this Note in the form MM/DD/YY. Hit the TAB KEY to Pop Up a Calendar and select a date from the Calendar. You can advance thru the Calendar by using the Arrow keys or PAGE UP and PAGE DOWN keys. CONTROL-HOME will take you back to todays date and CONTROL-PAGE UP/DWN will advance one year at a time. ENTER TO EXIT HELP Enter any Notes for this Personal Record. ENTER TO EXIT HELP Answer 'N' if this is a LOCAL phone number. Answer 'Y' if a '1' has to be dialed first. This is used by the Auto Dialer to determine if this phone number is long distance within your home area code. ENTER TO EXIT HELP MANYMENU MATCHING ANY ONE DESCRIPTION Selecting this option will first ask if you want to print Letters or Lables?. If Letters is selected, it will then pop up the Letter Table for your selection. Letters or Labels will be sent to the Last Selection made with Create Selection OR to Manually generated selections made using the F5 Mark/Unmark key on the Contact/Last Name or Contact/Company tables. You can control who should receive the letter by going to the View Last Selection table and using the F5 key to Mark/Unmark your selections. If you want to create a blank Selection Table and manual- ly mark entries - then create a Dummy Description and Select Contacts using this Dummy Description. The sel- ection process will find NO matches. You may then go to the Contact/Last Name or Contact/Company table and man- ually mark entries for inclusion with the F5 key. ENTER TO RETURN OR ESC TO EXIT HELP Enter the COM port that is connected to your modem. Enter the name you gave the report when it was designed in the Report Writer Package. ENTER TO EXIT HELP HHOTRPT CLR1 NLR1A PLR5 PLR6 NLR7 HHISAN OLR2 MLR3 LLR4 RRWRPTS REPORTS AND LETTERS Hot List Report Contact Report Notes Report Phone Directory Print Appointments Next Call Report History Analysis One Letter Many Letters Letter Maintenance Report Writer Rpts ENTER FOR SELECTION ESC TO EXIT HELP Enter a Report Description for this Report. ENTER TO EXIT HELP Enter the path name where the report Definition is located. eg \sit\ or D:\Reports\ etc. This field may be left blank if Report Definition is located in the current directory. ENTER TO EXIT HELP REPORT SELECTION TABLE ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record CONTROL/C to copy a record F4 to Print Report NOTE:The OPTIONAL Report Writer Package must be purchased to design and add reports to this list ENTER TO EXIT HELP _1^^_ Type S P or F to send the report to the Screen Printer or Disk File. If P or F is selected - When the report runs the software will ask for Printer selection or Disk File name. ENTER TO EXIT HELP _ ^^__^ rRPTMENU REPORT WRITER REPORTS Selecting this option will first display a table of all your reports created with the OPTIONAL Report Writer. You may add a report to this table by hitting the insert key and describing the report on the screen form. Hit the F4 key to print any pointed-to report. Reports may be sent to the Printer, Screen or Disk File. When a report is sent to the printer - you may select the printer from the pop-up list. When reports are sent to a disk file - the software will ask for a file name. NOTE:To add reports to the Table you must purchase the optional Report Writer Package. Report Writer will allow you to create just about any report or query you desire from STAY IN TOUCH data. But - you can also create reports from any ASCII, Dbase, DIF and Clarion data files. You may combine these file types for your own customized reports. Report Writer is menu driven with complete documentation and on-line help. It's very easy to use - even for the computer novice. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__ VSM5 OSM1 ASM2 CSM3 CSM4 SELECTION MENU View Last Selection ONE Description of Four ALL Descriptions of Four City-State-ZIP-Phone City-State-ZIP-Phone + Desc String Enter to Select Esc to Exit Help SELMENU SELECT RECORD MATCHING ANY ONE DESCRIPTION Selecting this option will give you a form requesting entry of FOUR Descriptions for selecting CONTACTS. It will locate all CONTACTS that have a Description matching any ONE of the FOUR entered and display a table of those selections. If there are NO matching selections - the system will Beep and display a message at the bottom of the display indicating no records found. ENTER TO RETURN OR ESC TO EXIT HELP SELMENU SELECT RECORD MATCHING ALL DESCRIPTIONS Selecting this option will give you a form requesting entry of FOUR Descriptions for selecting CONTACTS. It will locate all CONTACTS that have Descriptions matching all of the FOUR entered and display a table of those selections. If there are NO matching selections - the system will Beep and display a message at the bottom of the display indicating no records found. ENTER TO RETURN OR ESC TO EXIT HELP SELMENU CITY-STATE-ZIP-PHONE SELECTION Selecting this option will give you a form requesting entry of City-State-ZIP-Phone Ranges for selection of CONTACTS that fall within those ranges. It will then display a table of all CONTACTS that fall within the ranges requested. If there are no matching records the system will Beep and display a message at the bottom of the display indicating No Records Found. ENTER TO RETURN OR ESC TO EXIT HELP ELSELMENU CITY-STATE-ZIP-PHONE AND DESCRIPTION STRING Selecting this option will give you a form requesting entry of City-State-ZIP-Phone Ranges PLUS entry of a Description String of characters - for selection of CONTACTS that match the requested ranges and have a string of characters in one of their Descriptions with an EXACT match of the string requested. The system will display a table of all CONTACTS that fall within the ranges requested and include the Description String. If there are no matching records the system will Beep and display a message at the bottom of the display indicating No Records Found. ENTER TO RETURN OR ESC TO EXIT HELP kSELMENU VIEW LAST SELECTION Selecting this option will display a Table of CONTACTS sorted by Last Name of the last selection from the CREATE NEW SELECTION. It will also display the last selections made from the printing of Mass Letters. At the bottom of the table will be additional information about the Contact where the pointer is positioned. The F3 key will dial the first phone number of the Contact where the pointer is located. The F5 key will Mark/Unmark Contacts to receive Letters during a Mass Mailing. Contacts to receive letters will have a in front of their name. NOTE: You may view the Last Selection after printing Mass letters - the table will show ALL selected Contacts meet- ing the criteria. Contacts that received Letters will be indicated by a in front of their name. ENTER TO RETURN OR ESC TO EXIT HELP _<^^__^^ _<^^__ -<-- Enter the number of Stop Bits. Use '1' if unsure. CONTACT / LAST NAME ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record CONTROL/C to copy a record Selected Record on Selection Table HINT: Enter the first few characters of the Contact Name to go directly to that record. F3 - AUTO DIALER - Will dial Contact Phone 1 where the Pointer is located and take you to the Contact Update Form. "Use Phone Dialer" in Phone Configuration file must be "Y". F5 - MARK/UNMARK - Will Mark or Unmark Contacts for inclusion on the Selection Table. Marked Contacts will have a in front of their name. ENTER TO EXIT HELP _1^^__ _1^^__ _1^^__ APPOINTMENTS ESC to Exit back to Calendar UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record ENTER TO EXIT HELP SELECT CONTACT FOR REPORT/LETTER ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to SELECT CONTACT NOTE:Input 1st few characters of Last Name and go directly to that record. ENTER TO EXIT HELP _1^^_ LETTER MAINTENANCE ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record ENTER TO EXIT HELP SELECT LETTER ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to SELECT LETTER ENTER TO EXIT HELP PERSONAL RECORDS ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to Change Record INSERT KEY to Add Record DELETE KEY to Delete Record These Notes also appear on the HOT LIST ENTER TO EXIT HELP NOTES ESC to Exit back to Form UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record NOTE: This table shows all Notes made to this PRIMARY CONTACT and includes all Notes made to OTHER CONTACTS. ENTER TO EXIT HELP _1^^_ OTHERS ESC to Exit back to Form UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record NOTE:These are other related contacts to the PRIMARY CONTACT. eg spouse, office mgr etc. Letters CAN NOT be sent to OTHER CONTACTS. ENTER TO EXIT HELP _1^^_ CONTACT NOTES ESC to Exit back to Form UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record NOTE: This table shows all Notes made to only this particular CONTACT. ENTER TO EXIT HELP _1^^_ APPOINTMENTS ESC to Exit back to Calendar UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record ENTER TO EXIT HELP CONTACT / COMPANY ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record INSERT KEY to add record DELETE KEY to delete record CONTROL/C to copy a record Selected Record on Selection Table HINT: Enter the first few characters of the Company Name to go directly to that record. F3 - AUTO DIALER - Will dial Contact Phone 1 where the Pointer is located and take you to the Contact Update Form. "Use Phone Dialer" in Phone Configuration file must be "Y". F5 - MARK/UNMARK - Will Mark or Unmark Contacts for inclusion on the Selection Table. Marked Contacts will have a in front of their name. ENTER TO EXIT HELP _1^^__ _1^^__ _1^^__ OTHER CONTACTS ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record DELETE KEY to delete record No Insert Allowed on This Table HINT: Enter the first few characters of the last name to go directly to that record. ENTER TO EXIT HELP _1^^__ DESCRIPTIONS ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to select record INSERT KEY to add record DELETE KEY to delete record HINT: Enter the first few characters of the Description to go directly to that record. ENTER TO EXIT HELP _1^^__ HISTORY ESC to Exit back to Menu UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record DELETE KEY to delete record INSERT KEY to add record NOTE: This table shows all "Appointments" "Phone Calls" and "Letters" sent to this Contact. ENTER TO EXIT HELP _1^^__ HISTORY BY ACTIVITY ESC to Exit back to Entry Field UP/DOWN ARROW KEYS to Move Pointer ENTER KEY to change record DELETE KEY to delete record No Insert Allowed on This Table ENTER TO EXIT HELP uUTHELP UPDATE LAST CONTACT DATE This procedure will update (change) the NEXT CONTACT date in the CONTACT record. The program will update all Next Contact Dates that are Less Than or Equal To TODAY'S DATE. It will change them to the Date you input. ENTER TO RETURN OR ESC TO EXIT HELP RUUTHELP Execute RUN.BAT File Selecting this options will execute a Batch file called RUN.BAT. You need to create this batch file. You can include any program you want to run within this batch file. To run Lotus 123 the batch file would look something like this: cd\123 (Changes directory to Lotus) 123 (Runs Lotus) cd\sit (Returns to SIT dir after Lotus) exit (Returns to STAY IN TOUCH) NOTE:You should understand the concept of batch files before executing this feature. Please read your DOS Manual for more info on creating batch files. IMPORTANT:The name of the batch file MUST BE RUN.BAT or this option will not work. ENTER TO RETURN OR ESC TO EXIT HELP _1^^__ _1^^__ UTHELP Phone Dialer Configuration Selecting this options will give you a form to fill-in for setting up your modem for use by the Auto Dialing features of STAY IN TOUCH. The Auto Dialer may be executed at any of the Primary Contact Tables by hitting the F3 key. If you do not have a modem or choose not to use the Auto Dialer - Answer 'N' to the first question on the Configuration form (Use Phone Dialer). ENTER TO RETURN OR ESC TO EXIT HELP UUPLASTDA GGODOS EUT3 PUT4 UTILITIES MENU Update Last Contact Date Go to Dos Execute RUN.BAT File Phone Dialer Configuration ENTER FOR SELECTION ESC TO EXIT HELP HOT_MENU VIEW CURRENT HOT LIST Selecting this option will first present you with a form requesting input of a date range for the HOT LIST. After the form is completed, a table will be displayed that includes your CONTACTS by NEXT CONTACT date and all FOLLOW UP Dates, APPOINTMENTS entered through the Calen- ders, and PERSONAL notes. The table will display the records that fall within the selected Date Range. After the Table is displayed - the records may be accessed by placing the pointer bar on the desired record and hit- ting the ENTER KEY. It will then bring up the Appropriate form for your review or edit. NOTE:The Appointment form will only be displayed if that particular appointment does not have an associated Contact Record. 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