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Text File  |  1990-01-29  |  7KB  |  150 lines
  1.                                   Overview:
  2.  
  3.                  All Reports fit into a standard briefcase!
  4.  
  5. Al∞á oµ thσ report≤ arσ printeΣ ou⌠ oε standarΣ ╕ 1/2ó b∙ 11ó compute≥á paper¼ ì
  6. s∩á tha⌠á yo⌡ caε carr∙ thi≤ informatioε witΦ yo⌡  wheε yo⌡ arσ oεá thσá road« ì
  7. Thi≤ free≤ yo⌡ froφ havinτ t∩ bσ tieΣ t∩ you≥ compute≥ int∩ orde≥ t∩á retrievσ ì
  8. prospec⌠á data«á Fo≥ example¼á whilσ yo⌡ arσ iε ß hote∞ rooφ a⌠ 10PM¼á yo⌡ caε ì
  9. refe≥ t∩  you≥ report≤ t∩ answe≥ question≤ sucΦ as║á  "Wh∩ arσ m∙ prospect≤ iε ì
  10. Denver¼á thσ name≤ oµ thσ contact≤ a⌠ eacΦ company¼á thei≥ phonσ numbers¼á anΣ ì
  11. wha⌠ comment≤ havσ ╔ recordeΣ abou⌠ theφ iε thσ electroniπ Rolode° a≤ wel∞á a≤ ì
  12. oε an∙ subsequen⌠ prospectinτ phonσ call≤ ╔ madσ t∩ them?"
  13.  
  14.  
  15. At the bottom of your screen, you will observe this phrase:
  16.  
  17.         "Category Selected."
  18.  
  19. WitΦá thi≤á option¼á yo⌡ caε "layer-inó u≡ t∩ 99,999,99╣ differen⌠á layer≤á o≥ ì
  20. grouping≤ oµ prospects«á   Oncσ yo⌡ identif∙ ß ne≈ grou≡ oµ prospects¼ sucΦ a≤ ì
  21. ßá newly-purchaseΣ mailinτ list¼á yo⌡ caε separatσ theφ b∙ assigninτ ßá uniquσ ì
  22. CATEGOR┘ numbe≥ t∩ thσ grou≡ whilσ yo⌡ arσ enterinτ thei≥ informatioε int∩ thσ ì
  23. Persoε file«  
  24.  
  25. Thi≤á "layeringó effec⌠ wil∞ theε appl∙ t∩ thσ datß wheneve≥ yo⌡ wisΦ t∩ prin⌠ ì
  26. label≤á o≥á reports«á  Thσ datß wil∞ appea≥ t∩ bσ groupeΣ int∩ thσá categorie≤ ì
  27. tha⌠ yo⌡ designatσd.
  28.  
  29. Fo≥ morσ informatioε oε ho≈ thi≤ works¼á g∩ t∩ thσ Maiε Prograφ Men⌡ anΣ ente≥ì
  30. optioε 8¼ 'Selec⌠ Category'.
  31.  
  32.  
  33.                                ==============
  34.                                |  OPTION 1: |
  35.                                ==============
  36.  
  37. Optioεá ▒á produce≤á onσ repor⌠ froφ thσ Prospec⌠á file«á  Yo⌡á havσá thesσ ì
  38. selections available:
  39.  
  40.                        1 = report based on company name, no Form Feed
  41.                        2 = report by last name
  42.                        3 = report by first name
  43.                        4 = report by city
  44.                        5 = report by category, then company name
  45.                        6 = report by phone
  46.                        7 = report by state
  47.                        8 = report by zip code
  48.                        9 = report by 'referred by'
  49.                       10 = report by address, line 1
  50.                            [see Help file at Reports Menu for logic]
  51.                       11 = report by company name, with Form Feed
  52.  
  53.  
  54. Selection≤ ▒ anΣ 1▒ arσ similar«  Selectioε ▒ wil∞ ruε al∞ record≤ togethe≥ ì
  55. oεá ß page¼á whilσ numbe≥ 1▒ issue≤ ß forφ feeΣ t∩ thσ printe≥ everytimσá ß ìène≈ compan∙ namσ appears.
  56.  
  57.                     Note on logic of address line one:
  58.  
  59. Thσá prograφá wil∞á attemp⌠á t∩á sor⌠ firs⌠á b∙á street¼á theεá b∙á number«  ì
  60. Specifically¼á thi≤ repor⌠ look≤ fo≥ thσ firs⌠ blanδ spacσ anΣ theε assume≤ ì
  61. tha⌠ thσ character≤ t∩ thσ lef⌠ arσ thσ stree⌠ number≤ whilσ thσ character≤ ì
  62. t∩ thσ righ⌠ arσ thσ stree⌠ name«á  Let'≤ say¼á fo≥ example¼á tha⌠ yo⌡á haΣ ì
  63. entereΣ thesσ line≤ fo≥ addres≤ linσ onσ iε threσ records:
  64.  
  65.                              '1103 Elm Street'
  66.                              '152 Elm Street'
  67.                               '5 Elm Street'
  68.  
  69.  
  70. Thσá repor⌠ woulΣ seσ thσ firs⌠ spacσ iε '110│ Elφ Streetº anΣ woulΣá spli⌠ ì
  71. ou⌠ '1103º a≤ thσ stree⌠ numbe≥ anΣ 'Elφ Streetº a≤ thσ stree⌠á name«á  Al∞ ì
  72. record≤ woulΣ theε bσ sorteΣ firs⌠ b∙ stree⌠ name¼ theε b∙ stree⌠ number.
  73.  
  74.  
  75.  
  76.  
  77.                                ==============
  78.                                |  OPTION 2: |
  79.                                ==============
  80.  
  81. Optioεá ▓á generate≤á onσ repor⌠ froφ thσ Activit∙á file«á Yo⌡á havσá seveε ì
  82. selection≤ t∩ choosσ from:
  83.  
  84.                   1   = Activity report sorted by Company Name, no Form Feed
  85.                   2   = Activity report sorted by date activity created
  86.                   3   = Activity report sorted by city, then date created
  87.                   4   = Activity report sorted by state, then date created
  88.                   5   = Activity report sorted by zip, then date created
  89.                   6   = Activity report sorted by Area Code, then date created
  90.                   7   = Activity report sorted by Company Name, with Form Feed
  91.  
  92. Selection≤ ▒ anΣ ╖ arσ similar«á  Selectioε ▒ wil∞ ruε al∞ record≤ togethe≥ ì
  93. oε ß page¼ whilσ numbe≥ ╖ issue≤ ß forφ feeΣ t∩ thσ printe≥ everytimσ ß ne≈ ì
  94. company grouping of activity records appear.
  95.  
  96.  
  97.                                ==============
  98.                                |  OPTION 3: |
  99.                                ==============
  100.  
  101. Optioε 3 i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩ 
  102. thesσ dates:
  103.  
  104.    STAR╘ DAT┼ :'01/01/1901'
  105.    STO╨ DAT┼  :'12/12/2999º
  106.  
  107. Thi≤á mean≤á tha⌠á an∙á summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥á ßá 99╣á yea≥ ì
  108. period«á Let'≤á sa∙ tha⌠ yo⌡ woulΣ likσ t∩ examinσ activitie≤ fo≥ ß tw∩á weeδ ì
  109. period¼ durinτ whicΦ yo⌡ werσ oε thσ roaΣ visitinτ ß prospect«  Iε tha⌠ case¼ ìèg∩á t∩ optioε │ anΣ ente≥ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ begaε a≤á thσ ì
  110. STAR╘ date¼á anΣ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ endeΣ a≤ thσ EN─ date«  ì
  111. No≈ you≥ report≤ wil∞ reflec⌠ jus⌠ tha⌠ tw∩ weeδ period.
  112.  
  113. [Note║á  Thσ datσ selectioε featurσ refer≤ t∩ wheε thσ record≤ wa≤ originall∙ ì
  114. entereΣ int∩ thσ system.]
  115.  
  116.  
  117.                                ==============
  118.                                |  OPTION 4: |
  119.                                ==============
  120.  
  121. 4⌐á  Selec⌠ ou⌠ an∙ comment¼á city¼á state¼á zi≡ o≥ prospec⌠ fo≥ report[s]«  ì
  122. Thi≤á wil∞ allo≈ yo⌡ t∩ selec⌠ an∙ worΣ o≥ phrasσ a≤ ß basi≤á fo≥á creatinτ ì
  123. reports«á  Whateve≥á commen⌠ yo⌡ select¼á thi≤ criteriß wil∞ bσ applieΣá t∩ ì
  124. option≤ ▒ o≥ ▓ iε thi≤ menu.
  125.  
  126.                                ==============
  127.                                |  OPTION 5: |
  128.                                ==============
  129.  
  130.                         Category Consolidation:
  131.  
  132. A⌠ thi≤ option¼á yo⌡ caε basσ you≥ report≤ oε eithe≥ ß rangσ oµ categorie≤ o≥ ì
  133. ßá lis⌠ oµ non-continuou≤ individua∞ categorie≤ «á   Fo≥ example¼á iµ yo⌡ haΣ ì
  134. selecteΣá ßá range¼á theεá yo⌡ coulΣ combinσ al∞ record≤á froφá categorie≤á ▒ ì
  135. througΦ 50«á  Yo⌡ caε selec⌠ an∙ sizσ range¼ froφ ß rangσ oµ 5░ t∩ ß rangσ oµ ì
  136. 50,00░á categories«á   Iµ yo⌡ haΣ selecteΣ t∩ inpu⌠ ß non-continuou≤ lis⌠á oµ ì
  137. categories¼ theε yo⌡ coulΣ ente≥ u≡ t∩ 20░ categorie≤ fo≥ consolidation¼ sucΦ ì
  138. a≤ t∩ combinσ categorie≤ 10¼ 11¼ 15¼ anΣ 20.
  139.  
  140.  
  141.  
  142.                                ==============
  143.                                |  OPTION 6: |
  144.                                ==============
  145.  
  146.  
  147. Thi≤á optioεá wil∞á inser⌠  thσ mem∩ fielΣ int∩ thσá report≤á generateΣá b∙ ì
  148. option≤ ▒ anΣ 2«á  Oncσ selected¼á yo⌡ caε specif∙ thσ numbe≥ oµ character≤ ì
  149. brough⌠ int∩ thσ repor⌠ froφ eacΦ memo.
  150.