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NAMES.HLP
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Clarion Help
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1990-06-22
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47KB
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870 lines
This option will add many dates at once. It is useful
for repititious events, like meetings every other Tuesday,
or professional groups that meet the 3rd Wednesday of each
month, or a reminder to pay bills on the 1st of the month.
First enter the month and day to start the dates with,
then the ending month and day. Next choose either a day of
the month (say, the 2nd), or a day of the week (say, Tue).
When you choose a day of the week, you must also tell the
program how to repeat it (for example, the 2nd time it
occurs in each month, or every week, or every other week).
The "Day of Month" option is repeated once each month.
The rest of the fields are similar to the normal date
records, and will be put in each date record created. The
first part of DESCRIPTION is required. The MASS DELETE
is initially set to Y(es), but can be revised if you wish.
The YEAR and ADDITIONAL NOTES areas are optional. If
you don't enter a YEAR, the program will use the current
year if you choose the "Day of Week" option. The YEAR is
left blank, when you omit it, with "Day of Month" option.
#(Press Esc to exit Help)
Select by LAST CHANGED Date
Each time a name record is added or changed, the date
of that action is kept by the system. You can use this
date to select only the names that have been added or
changed after a certain date. The date you enter here will
be used for all PRINTING and UTILITIES menu choices.
This is useful if you need to see recently added or
revised names. For example, if you keep Rolodex cards, you
can print cards only for names that are newly added or
recently changed.
When you enter a date here, it is removed by the system
after you use it once. The PRINTING and UTILITIES menus
flash the LAST CHANGED date you enter here, and then blank
it out after you have used it once.
#(Press Esc to exit Help)
Main Menu
This is where you choose what you want to do. You can
select the listed items by pressing the first letter of
the menu item (for example, press "D" and "Dates" will be
highlighted). If more than one menu item starts with the
same letter, press the letter again to move to the next
item (for example, press "C" once to move to "Calendar,"
and press "C" again to move to "Categories").
You can also use the cursor arrow keys (
) to move
the highlight to the desired menu item. As each menu item
is highlighted, a brief explanation of the item appears on
the line below the menu boxes. When the desired menu item
is highlighted, press the Enter key (
) to select that
menu choice.
To get started, highlight the word "Names" and press
<Enter> to see a list of the names on your file. You can
add a name by pressing the INS(ert) key. To change name
data, first highlight the name using the arrow key (
then press <Enter>.
#(Press Esc to exit Help)
Address
Use this area for the street address. If you are keying
a foreign address that doesn't "fit" the CITY, STATE, ZIP
format, you can use this area for the entire address.
If any of these ADDRESS lines are left blank, they will
be skipped and will not appear in the address that prints
on labels and reports. This gives you complete flexibility
to use (or skip) any of the 3 ADDRESS lines, as well as
the CITY, STATE, ZIP areas. After entering the complete
address, you can use F7 to see the final label format.
If you want to sort your labels by ZIP Code, be sure
and put the ZIP into that field. U.S. (numeric) and other
(alphanumeric) ZIP/Postal Codes may be entered and sorted.
#(Press Esc to exit Help)
Categories
A "Category" is a one character field that identifies
this name as a member of some logical grouping. You can
define groups for your baseball team, computer club, etc.
To define a category, use the F6 Function key off this
screen, or choose CATEGORIES on the main menu.
Any letter, number, or other symbol on the keyboard can
be a category, so more than 60 different categories are
possible. Each name record can be a member of up to eight
different categories.
If you make "C" stand for "Computer Club" (using F6),
then you can put a "C" into CATEGORIES here, thereby
placing it in the "Computer Club." Then use F9 INITIALIZE
to choose the "C" category, after which you can VIEW the
list of computer club members, or PRINT a roster.
The program checks to see that each letter or number
you enter in the CATEGORIES field has been previously
defined. There is a warning sound and error message if the
category is not found. Remember to define your categories
first, before trying to assign names to them.
#(Press Esc to exit Help)
Use this area for the CITY name. If you are keying a
foreign address that doesn't "fit" the CITY, STATE, ZIP
format, you can skip this line, putting the entire address
into the 3 ADDRESS lines just above.
For some foreign addresses you may want to put the name
of the country in the ZIP/COUNTRY area, and leave the CITY
and STATE areas blank.
If you want to sort your labels by ZIP Code, be sure
and put the ZIP into that field. U.S. (numeric) and other
(alphanumeric) ZIP/Postal Codes may be entered and sorted.
#(Press Esc to exit Help)
Notes
The NOTES area can be used for miscellaneous comments,
extra phone numbers, etc. Although you can see only 3
lines for NOTES, there are actually 8 lines that will
scroll up a line at a time as you reach the end of the
3rd line.
This area is something like a word processor. It has
"word wrap" (keep typing at the end of a line and you will
automatically shift to the next line without dividing the
words). You can also "insert" or "delete" words using the
"Ins" and "Del" keys.
If you don't enter any NOTES, then no space will be
used for NOTES on your disk file. To save the name data
alone, just press SHIFT-Enter before entering any NOTES
data (hold down SHIFT, then press <Enter>).
The brackets above and to the left of the NOTES area
show the "Book Size" notes. When printing the BOOK option,
only the first 2 NOTES lines will print, and they are
divided in half as shown.
(Press Esc to exit Help)
First Name(s)
Use this area for one or more first names. For address
labels, the name after "and" or "&" will be dropped. That
way, for a married couple, you can put "Mr. and Mrs." into
TITLE, "John and Sue" into FIRST NAME, and "Smith" into
LAST. And the label will read: "Mr. and Mrs. John Smith"
(remember to put the man's name first).
If the TITLE is left blank, then the "and" part is NOT
dropped. In the above example, if "Mr. and Mrs." is left
off the TITLE, it will print as "John and Sue Smith".
After entering the LAST NAME, use the F7 function key to
see the result of these address formatting features.
For most Business names you will want to leave FIRST
NAME blank. However, to get the business name to appear
alphabetically using the middle of the name, you can split
the name between the FIRST and LAST name areas. So, if you
put "J.C." in FIRST, and "Penny" in LAST, the name is kept
under "Penny" with the "P's," but prints as "J.C. Penny"
(always leave the TITLE blank for business names).
#(Press Esc to exit Help)
Last or Business Name
This is where you put the last name of people (person,
couple, or family), or the entire name for a business. The
name you put here is used to place the name alphabetically
into your list.
For most Business names you will want to leave FIRST
NAME blank. However, to get the business name to appear
alphabetically using the middle of the name, you can split
the name between the FIRST and LAST name areas. So, if you
put "J.C." in FIRST, and "Penny" in LAST, the name is kept
under "Penny" with the "P's," but prints as "J.C. Penny"
(always leave the TITLE blank for business names).
#(Press Esc to exit Help)
Area Codes - State (U.S.) or Province (Canada) - Time Zone
201 NJ 3 301 MD 3 401 RI 3 501 AR 2 601 MS 2 701 ND 2 801 UT 1 901 TN 2
202 DC 3 302 DE 3 402 NE 2 502 KY 2 602 AZ 1 702 NV P 802 VT 3 902 NS 4
203 CT 3 303 CO 1 403 AB 1 503 OR P 603 NH 3 703 VA 3 803 SC 3 903 Mex.
204 MB 2 304 WV 3 404 GA 3 504 LA 2 604 BC P 704 NC 3 804 VA 3 904 FL 3
205 AL 2 305 FL 3 405 OK 2 505 NM 1 605 SD 2 705 ON 3 805 CA P 905 Mex.
206 WA P 306 SK 1 406 MT 1 506 NB 4 606 KY 3 706 Mex. 806 TX 2 906 MI 3
207 ME 3 307 WY 1 407 FL 3 507 MN 2 607 NY 3 707 CA P 807 ON 3 907 Alsk
208 ID 1 308 NE 1 408 CA P 508 MA 3 608 WI 2
808 Hawaii
209 CA P 309 IL 2 409 TX 2 509 WA P 609 NJ 3 709 NF 4 809 Caribbean Is.
212 NY 3 312 IL 2 412 PA 3 512 TX 2 612 MN 2 712 IA 2 812 IN 3 912 GA 3
213 CA P 313 MI 3 413 MA 3 513 OH 3 613 ON 3 713 TX 2 813 FL 3 913 KS 2
214 TX 2 314 MO 2 414 WI 2 514 PQ 3 614 OH 3 714 CA P 814 PA 3 914 NY 3
215 PA 3 315 NY 3 415 CA P 515 IA 2 615 TN 2 715 WI 2 815 IL 2 915 TX 2
216 OH 3 316 KS 2 416 ON 3 516 NY 3 616 MI 3 716 NY 3 816 MO 2 916 CA P
217 IL 2 317 IN 3 417 MO 2 517 MI 3 617 MA 3 717 PA 3 817 TX 2
218 MN 2 318 LA 2 418 PQ 3 518 NY 3 618 IL 2 718 NY 3 818 CA P 918 OK 2
219 IN 3 319 IA 2 419 OH 3 519 ON 3 619 CA P 719 CO 1 819 PQ 3 919 NC 3
TIME ZONES: P: Pacific
1: Mountain (+1 hour)
2: Central (+2 hours)
3: Eastern (+3 hours)
4: Atlantic (+4 hours)
Salutation
The SALUTATION is used with the Mail Merge function to
create the phrase following the "Dear" at the opening of
a letter. For example, you may wish to put "William" in
the FIRST NAME area, and that will appear as part of the
name on envelopes and letter headings. But if you wish to
start the letter with "Dear Bill," you should put "Bill,"
into SALUTATION (you may not want to include the ",").
If you leave SALUTATION blank, the program will create
one using the TITLE and LAST NAME (like "Mr. Smith:"). If
the TITLE is blank, the program assumes that the name is
for a business, and "Sir or Madam:" is supplied. Use the
F7 function key to see the salutation that will be used.
There are additional salutation options available in
the SETUP area. See HELP messages in SETUP for more infor-
mation on default greetings.
#(Press Esc to exit Help)
U.S. States, Districts, and Territories
Canadian
Provinces &
AL Alabama
KY Kentucky
OK Oklahoma
Territories
AK Alaska
LA Louisiana
OR Oregon
AZ Arizona
ME Maine
PA Pennsylvania
AB Alberta
AR Arkansas
MD Maryland
PR Puerto Rico
BC British
CA California
MA Massachusetts
RI Rhode Island
Columbia
CO Colorado
MI Michigan
SC South
LB Labrador
CT Connecticut
MN Minnesota
Carolina
MB Manitoba
DE Delaware
MS Mississippi
SD South Dakota
NB New Brunswick
DC District of
MO Missouri
TN Tennessee
NF Newfoundland
Columbia
MT Montana
TX Texas
NT Northwest
FL Florida
NE Nebraska
UT Utah
Territories
GA Georgia
NV Nevada
VT Vermont
NS Nova Scotia
GU Guam
NH New Hampshire
VI Virgin
ON Ontario
HI Hawaii
NJ New Jersey
Islands
PE Prince Edward
ID Idaho
NM New Mexico
VA Virginia
Island
IL Illinois
NY New York
WA Washington
PQ Quebec
IN Indiana
NC North Carolina
WV West Virginia
SK Saskatchewan
IA Iowa
ND North Dakota
WI Wisconsin
YT Yukon
KS Kansas
OH Ohio
WY Wyoming
Territories
,(Press Esc to exit Help)
ZIP/Country
For most addresses use this area for the Zip or Postal
Code. The program gives you the option (see SETUP menu),
to print Labels or Envelopes in Zip sequence, but you must
put the Zip Code in this area in order to do this.
If you need to have "country" in the address, then skip
the CITY and STATE areas, and put the country name in the
ZIP area (use the 3 address lines above for the rest of
the address). You can leave the CITY, STATE, and ZIP areas
completely blank, if a particular address doesn't fit into
this format.
#(Press Esc to exit Help)
This menu lists the various types of printed output you
can choose. If you enter a "Title" it will appear at the
top of each printed page, or on the first mailing label.
The "Category" field can be entered to limit the names
that print to just those in the selected category. If the
"Category" is left blank, then all the names on your file
will be printed. Use F9 to change "Title" or "Category."
The "Name & Phones" report will print names, home, and
work phone numbers. Each report listed underneath with
"+ above" adds some more data to the report. For example,
"Notes + above" adds Address, Misc, and Notes data.
The "Dates" report lists "event dates" while "Calendar"
prints them in a monthly calendar format with one page for
each month. Change the months printed with F9 INITIALIZE.
Months can "wrap" the year end (if the START MONTH is 12,
and the FINAL MONTH is 01, then Dec. and Jan. will print).
The "Duplicates" report list names that may be on your
file twice. The "Book" is a variable size address book
(use F8 SETUP to revise book size and other options).
The LABEL and ENVELOPE functions need size information.
(again, use F8 SETUP to enter this information before
printing the first time).
#(Press Esc to exit Help)
Address Book Page Outline
Reply Y(es) to print an outline of each page. This is
a "cutting" guide that shows where to cut each page. If
you are using specially formatted address book paper, that
is already pre-cut or perforated to the correct size, then
reply N(o), and no border outline will be printed.
#(Press Esc to exit Help)
Margin for Book Page
This controls the side margin spacing for each "book"
page (both the left hand page and the right hand page). As
such, this affects the width of the final book, and is
used to make a book fit a specific size binder.
The MARGIN (along with TEXT LINE and INDENT), affect
the placement of the "book" page on the printer paper. The
combined MARGIN, TEXT LINE, and INDENT cannot exceed the
maximum printer width (an error message prevents this).
If "Left Binding" is selected, the MARGIN is on the
left of both the left- and right-hand pages). If "Center
Binding" is chosen, the left-side page has the margin on
the right, while the right-side page has the margin on the
left (margins in the middle).
#(Press Esc to exit Help)
Address Book Landscape Mode (Lasers only)
Use this option to print Address Books "sideways" so
the printing is parallel to the long side of a standard
page. This "Landscape" mode of printing is only available
on LaserJet and other compatible laser printers.
#(Press Esc to exit Help)
Address Book Page Numbers
If you reply Y(es), a page number (for example, -1-)
will appear at the bottom of each address book page. If
you reply N(o), then the space at the bottom of each page
is used for more name and address information.
#(Press Esc to exit Help)
Print Book on Both Sides
This choice allows you to print address books on both
sides of each printed page. First all the front sides are
printed, then you will need to turn the printer paper over
and feed it through the printer again to print the back
sides.
To align the front and back sides it is necessary to
adjust the INDENT, MARGIN, and TEXT LINE WIDTH such that
each book "page" is centered, left and right, on the
printer page (equal left and right margins). This may
require several trial runs to get the lineup just right.
It is not necessary to print more than one page during the
lineup trial runs.
#(Press Esc to exit Help)
Category for Selection
The category you enter here is used throughout the
program to select the names and dates associated with that
category. If you leave the category blank, by keying the
space bar, then ALL names will be selected, regardless of
the categories assigned to them.
The category you enter here determines which names will
PRINT on reports or labels, and which names or dates will
appear with the VIEWS option. In each place where this
category value is used (like the PRINTING menu), you can
change the category by pressing F9 INITIALIZE. The VIEWS,
PRINTING, and UTILITIES menus show the category you choose
here.
To see additional HELP messages, choose other fields on
this screen and press F1.
#(Press Esc to exit Help)
Custom Printer Control Codes
If your printer does not "compress" to small letters or
produce 8 lines per inch using the other printer choices,
you can enter custom codes to print correctly (affects
Calendar, Book, and Label printing).
You will need to look in your printer manual to see
what the correct codes should be. Look for the codes for
1/8" spacing (8 LPI) and "condense" or "compress" size
(16-17 CPI).
The first part of each code is often an "Escape" code,
which must be typed inside "less than" and "greater than"
symbols, as follows: <27>. Any codes that you enter as
"decimal" values must be in their own "brackets," like:
<27><48> etc. These "bracket" symbols are on your keyboard
on the same keys as the "comma" and the "period."
Use the "non-decimal" code where possible. For example,
use "<27>0" instead of "<27><48>" as it involves less
typing and allows longer codes.
#(Press Esc to exit Help)
Compressed
If you answer Y(es) to Compressed, then the address
book will be printed using smaller letters. This makes
it possible to print a narrower book page. To print the
smaller letters, you must have a Laser or Dot Matrix
printer.
(Press Esc to exit Help)
Printer Device Name
Enter the DOS device name for your printer. PRN and
LPT1 work for most printer hookups. COM1 is often used for
serial printers.
Or you can enter a DOS file name if you want to save
reports to a disk file (for example, A:REPORT.FIL). You
can also use directory names (like C:\WP\NAME.RPT). After
PRINTING the report to a disk file, change back to your
regular printer setting or all reports will continue to go
to the disk.
#(Press Esc to exit Help)
Start New Page When
This option lets you begin a new address book page when
the next name starts with a different letter. For example,
the first page might have only "Anderson," while the 2nd
page might have "Baker" and "Bronson." If this option is
not selected, then the total number of pages will be less.
#(Press Esc to exit Help)
Lines High for Envelopes & Custom Labels
Set the "form height" (top to bottom) to print address
information on envelopes and labels of any size. This is
used with the "left margin" setting to position the return
address and the addressee name on envelopes, and just the
addressee on Custom label sizes.
The "form height" setting is the total number of lines
from the top to the bottom of the envelope or label. Most
printers put 6 lines per inch (LPI). Accordingly, the
"form height" for most printers for a standard business
envelope is 25 (the form height is 4 1/6", times 6 LPI).
#(Press Esc to exit Help)
Indent Amount
This is the number of spaces from the left edge of your
printer page to the left side of the "book" page. This is
used to move the "book" pages so they are centered left
and right (equal left and right margins), which is needed
when printing using the "both sides" option.
#(Press Esc to exit Help)
Mailing Labels
The "Normal" settings assume a printer spacing of ten
characters per inch, which is the default setting for most
printers. If your printer uses 12 characters per inch,
then the 3 1/2" selections will fit on 3 inch labels.
All of the "Compress" settings require a Dot Matrix
printer that is capable of the "compressed" print mode.
The "Three Across, Compress 2 3/4" choice will also work
with 2 1/2 inch labels on most Dot Matrix printers.
The "Laser" settings require a LaserJet or compatible
laser printer.
#(Press Esc to exit Help)
Left or Center Binding
This option affects the basic style and page numbering
of the book. The "Left" option puts the margins on the
left side of each "book" page. This requires you to cut
between the two book pages that are next to each other,
and then staple or hole punch all the pages on the left.
The "Center" option has the margins in the middle. Here
you don't cut between the left and right hand pages, but
staple between them to make the book.
#(Press Esc to exit Help)
Lines Per Book Page
This option controls the height and amount of name data
printed on each book page. The fewest lines allowed is 18,
and the most is 78. The program will print as many pages
as will fit on each sheet of printer paper. With 18 lines
per book page, and 8 lines per inch, then 8 book pages
print on each sheet of printer paper.
#(Press Esc to exit Help)
Print Lines per Inch
You can choose to print the book at either 6 or 8 lines
per inch (vertical spacing). This value and the "Lines per
book page" determine the "height" of the book.
#(Press Esc to exit Help)
Left Margin for Envelopes & Custom Labels
You can set a left margin value that lets you print on
labels or envelopes of any width, but they must be at
least 3 1/2 inches wide. Enter the number of characters
that corresponds to the left margin you want.
Most printers put 10 characters per inch, so you would
enter 30 for a 3 inch left margin for those printers. If
your printer puts 12 characters in one inch, then you
would use 36 for the same 3 inch margin.
#(Press Esc to exit Help)
Setup Menu
The SETUP menu lets you choose different setup screens
to tailor the program to your individual needs. Any value
entered on the Setup screens will be remembered by the
program, and you can change these values at any time.
After you choose a setup screen, say LABELS/ENVELOPES,
use the F1 HELP function key for a further explanation of
the meaning of each setup value (press F1 HELP as you move
to each new area on the screen).
#(Press Esc to exit Help)
Starting and Final Months
The "Dates" and "Calendar" reports will print for the
months you choose here. The "Mass Date Delete" also works
for the months selected here. These months can be changed
at any time.
If the STARTING and FINAL months are the same, only
that month is processed. If the STARTING month is greater
than the FINAL month (say 12 and 01), then the end of one
year and the beginning of the next are processed.
The selected months work with the STARTING YEAR field,
also on the SETUP screen. See the STARTING YEAR help
message for more information.
#(Press Esc to exit Help)
Autodial Modem Settings
You can automatically dial the phone numbers in your
name records to talk with these people. Just select the
name record for the person you wish to dial on the name
list (or be on a "name tied" date). Then press the F10
function key in order to dial their home or work number.
Select the "telephone type" for the phone you have. Use
"T" for Touchtone if you have a pushbutton phone, or "P"
for Pulse if you have a "rotary" dial phone. The "P" value
will work with either phone, if you're not sure.
The "modem Comm port" must agree with the way your
modem is installed. Use "1" for Comm1 port, etc. If you're
not sure of the value, first try "1" and then "2".
The "modem speed" is the speed of your modem. If you're
not sure of the value, first try "300" and then "1200".
#(Press Esc to exit Help)
Printer Type
For most printed outputs the type of printer you have
doesn't matter. However, the Calendar pages must be in
"compressed" format, so calendars can only be printed on
dot matrix and laser printers.
The "Laser" choice is set for an HP LaserJet II. Users
with other laser printers should choose the #2 setting,
and the LaserJet compatible mode setting on their printer.
The dot matrix ASCII choice (#3) will work for most dot
matrix printers. The STD choice (#1) requires the IBM U.S.
character set to be available on your dot matrix printer.
The Custom setting (#4) allows you to enter control
codes for your printer. Use this if you have trouble with
Calendars, Books, or Labels.
#(Press Esc to exit Help)
Reuse Name Information
When you are adding more than one name, this option
lets you use information from the previous name without
having to key it again. For example, if you are adding
several names from the same City, State, and Zip Code,
you will only need to key these items the first time.
"(Press Esc to exit Help)
Return Address on Envelopes
You can print your RETURN ADDRESS along with the name
and address of the recipient of your letter. To do this,
first enter "Y" (for YES) to print a RETURN ADDRESS.
Next, enter the number of spaces you want to the left
of the return address. On dot matrix printers this LEFT
MARGIN is usually small, from zero to 3. On Laser printers
the LEFT MARGIN depends on the width of the envelope, as
the envelope is fed into the printer face up, with the
right side going in first. The best way to align the
RETURN ADDRESS is to take a guess at the settings, print
one "envelope address" on a full size sheet of paper, and
then lay a blank envelope on the printed paper to see how
you did (align the right side of the envelope on the right
side of the printed page). A LEFT MARGIN of 15 is about
right for business envelopes on most lasers.
Finally, enter the RETURN ADDRESS as you want it to
appear on the envelope. This RETURN ADDRESS will be saved
for all your envelopes, until you revise it.
#(Press Esc to exit Help)
Salutation with Mail Merge
You can choose to include a "salutation" with Mail
Merge files (MERGE.FIL). The "salutation" is the part that
follows "Dear" at the top of a letter.
If you answer "N" to "include Salutation" only the name
and address are put into the merge file. If you answer "Y"
(Yes), then a "Salutation" is added whether or not you put
a salutation in the name record, or in the "default" value
on this SETUP screen. If you include a "default" it will
replace the name salutation only if you answer "Y" to
"Override name Salutation." Otherwise the "default," if
entered, is used if the name salutation field is empty.
The system supplies "Sir or Madam:" if all other values
are missing. See the "Salutation" Help message on the name
screen, for more rules about how the salutation is created
if you don't enter one.
#(Press Esc to exit Help)
Sequence for Labels and Envelopes
You can print Mailing Labels, Envelopes, and Custom
Labels in either a name or ZIP code sequence. The "name"
sequence is the same as the lists you see on your monitor.
The "ZIP code" sequence uses the value entered into "ZIP"
on each name record.
Enter the number (1 for "name" or 2 for "ZIP") that
corresponds to the sequence you want. You can change this
selection at any time.
#(Press Esc to exit Help)
Printing Titles
The "Title" you enter here is used with the PRINTING
menu to put a title at the top of reports, and on the 1st
label printed. If the title is blank, then no title will
be printed. The title you enter here appears at the top
of the PRINTING menu.
You can change the "Title" from the PRINTING menu by
pressing the F9 INITIALIZE function key, and then revising
the "Title."
#(Press Esc to exit Help)
Text Line Width
You can vary the width of the area where name and phone
information prints in your address book. If the space you
specify is big enough, then the phone numbers will print
at the right side, on the same lines with the name and
address.
In general, select as large a TEXT LINE WIDTH value as
possible (without exceeding the width of your book cover),
so the phone numbers won't be forced to print on a line by
themselves.
#(Press Esc to exit Help)
Print Which Data
You can choose whether or not to print certain data in
your address book. If you reply Y(es) to PHONE NUMBERS
then both the HOME and BUSINESS phone numbers will print.
Reply Y(es) to ADDRESS to print the complete address for
each name.
If you choose Y(es) for NOTES then the first two lines
of NOTES will print for each name. These note lines are
divided in half, so up to 4 lines will appear with each
name (the name update screen shows where the NOTES are
divided).
#(Press Esc to exit Help)
Starting Year
The STARTING YEAR is used by the printed Calendar and
Dates reports, and the Mass Date Delete function. Each one
uses the STARTING YEAR in a different way.
The printed Calendar pages begin with the STARTING YEAR
and STARTING MONTH values. If the STARTING YEAR is left
blank, the current year is used by default.
The Dates report prints all dates, from the STARTING to
the FINAL MONTH, if the STARTING YEAR is blank. If the
YEAR is entered, only dates with that year are printed.
Mass Date Delete removes a range of dates. If the Setup
YEAR is left blank, only date records with a blank year
are deleted. Otherwise dates are deleted only if they have
the same year as entered in the Setup STARTING YEAR. In
both cases, dates are deleted only if the date also has a
MASS DELETE value of "Y" and the date falls in the range
chosen in the STARTING and FINAL MONTH fields.
#(Press Esc to exit Help)
Calendar
The calendar shows the current month and year according
to your computer's system date. The current day is shown
in a different color. Any "event dates" which are in your
file will appear as a blinking day.
Use the arrow key to choose "Next" or "Prior," then
press <Enter> to see the calendar for the following month,
or the preceeding month. Any number of future or prior
months can be shown in this manner.
Press the F5 function key to see the details for the
dates in the month displayed.
#(Press Esc to exit Help)
Categories
A Category is a way of classifying a group of names.
For example, you might put people in your Bridge club into
a "B" category. First define the category here, using the
"Ins" (insert) key. Then add or revise each name, placing
a "B" in its "Categories" field (on the name record). Then
you can use the category to PRINT a roster just for the
Bridge club, PRINT mailing labels to send a newsletter, or
VIEW the membership list on your computer monitor.
Once you have defined a number of Categories, you can
revise them by moving the highlight and pressing the Enter
key (
). Use the "Del" (delete) key to get rid of a
category you no longer want.
#(Press Esc to exit Help)
Show all Dates
This screen shows all the "event dates" you have on the
file, beginning with the current date. If there is no date
record for the current day, then the first one after that
shows. The dates are in order by month and day. By keying
a number for the month and day, you can move to a specific
date in the list (key "0615" to see events for June 15th).
You can also use the <Pg Dn>, <Pg Up>, and cursor arrow
keys to move arround and select from the list. To select a
date, "highlight" the date and press <Enter>. Select dates
to see additional information, and to revise them.
Event dates can also be added or deleted here. Use the
<Ins> key to add a "*Date only*" event (not "tied" to a
name). The <Del> key will delete any event date.
The "Name" column has a "Y" (for "Yes") if the date is
associated with ("tied to") a name record.
#(Press Esc to exit Help)
Dates For
This screen shows all the "Dates For" a name, a month,
or a category. Accordingly, the title will include either
a person's name, a month name, or a Category Description,
depending on which type of dates are requested.
You can use the <Pg Dn>, <Pg Up>, and cursor arrow keys
to move arround, and select from the list. To select a
date, "highlight" the date and press <Enter>. When you
select a date, all the date information can be revised.
Dates can also be added or deleted here. Use the <Ins>
(insert) key to add a date. Use the <Del> (delete) key to
drop dates from the file.
The "Name" column has a 'Y' (for 'Yes') if there is a
name record associated with the date.
See the bottom of the screen for reminders about the
use of special keys.
#(Press Esc to exit Help)
Names on your file are listed here for selection. You
can enter the first few letters of a Last Name, or the
name of a Business, and the list will scroll until the
name you want is shown. Then use the down arrow to move
the "highlight" to the name you want to select. The "PgDn"
and "
" keys also move through the name list. Hold down
<Ctrl> and press "PgUp" to return to the top of the list.
To add a name to your file, press the "Ins" (insert)
key (you can do this anywhere, you do NOT have to be where
the name is alphabetically). To change a name, "highlight"
the name and press "Enter." To delete a name, select it
and press the "Del" (delete) key.
Press the F5 "Dates" function key to see a list of the
date records for the chosen name. If there are no dates
for the name, the program will proceed automatically to
the "add date" screen. Using the F5 key on the Name List
is the ONLY way to add "dates" that are "tied" to a name.
You can print some outputs from this screen. Highlight
the name and press F2 to print envelope addresses. Press
F3 for mailing Labels, F4 for 2 1/6x4" Rolodex, and Shift-
F4 for 3x5" Rolodex. Press F7 to change from Address to
Phone Nbr. display. Use F10 to autodial telephone numbers.
#(Press Esc to exit Help)
Add or Revise Categories
Use this screen to define category letters and supply
a description of the category. Categories are logical
groupings that you want to put a number of names into. For
example, you could define groups for babysitters, clients,
drama club members, etc.
Any letter, number, or other symbol on the keyboard can
be a category, so more than 60 different categories are
possible. Each name record can be a member of up to eight
different categories.
#(Press Esc to exit Help)
Dates can be either "tied" to a name, or "*Date only*"
(not associated with any name). The top of this screen has
the name of the person "tied" to the date (say Joe Jones),
or "*Date only*" if the date is independent of any name.
For each "Dates" record, enter the MONTH and DAY of the
event (or press just ENTER to default to the current month
and day), and enter a DESCRIPTION. The DESCRIPTION appears
as 2 lines on printed calendars, and 1 line elsewhere. For
temporary dates, like appointments, say "Y"(es) to MASS
DELETE. Permanent entries, like birthday reminders, should
have "N"(o) or blank in MASS DELETE.
The YEAR and ADDITIONAL NOTES areas are optional. If
you key in the YEAR, the program will display the AGE for
the event. This is handy for birthday's and anniversaries
(AGE is based on the current date). If the YEAR field puts
the date in the future but within two years, then the time
"To go" is shown instead of AGE. If events occur on the
same date every year, like Halloween, you can omit YEAR.
If you don't need to use the YEAR or ADDITIONAL NOTES
fields, just press SHIFT<Enter> (hold down the SHIFT key,
then press <Enter>) to "update" your file.
See "Add Dates" under UTILITIES for adding repetitive
dates, like weekly meetings.
(Press Esc to exit Help)
Add or Revise Names
This information applies to the entire "Update Names"
screen. For additional help with a particular item, place the
cursor on that field, and press F1 again.
Key in each type of information that applies to the name
you are adding (for example, First Name, Last Name, etc.), and
press the Enter key (
). If you want to skip a field, press
just the Enter key. When you have keyed all the data that
applies to a given name, then press SHIFT<Enter> to update the
entire record (hold down the SHIFT key, then press <Enter>).
Use the ESC(ape) key to go back to the start of a field
(like Last Name), and "undo" the keying you did in that field.
Press <Esc> at the start of a field to move to the prior field
(from Last Name back to First Name). Finally, press SHIFT<Esc>
(hold SHIFT, press Esc) from anywhere to "undo" all the keying
you have done, and QUIT the screen. SHIFT<Esc> will reject the
screen, so that the name is not "added" to your file, or the
revisions made in "Change" mode are not kept.
Use the F7 Show Formats function key to see how your name
will appear on labels and envelopes.
'(Press Esc to exit Help)
This menu allows you to export and import DOS files for
different purposes. The "Category" field is used to limit
the output to names in a single category (if blank, all
names are used). Use F9 INITIALIZE to change the category.
The MAIL MERGE function creates an ASCII file with the
name MERGE.FIL. Each name will have 5 lines of address
data, which may include some blank lines depending on the
individual name. A 6th line for "salutation" is created if
requested in the SETUP menu area.
The EXPORT function creates a "comma" separated ASCII
file (also called DIF) with the name EXPORT.FIL. This file
contains all the data from each selected name record.
The IMPORT function loads a DOS file into this program.
The name of the DOS file must be IMPORT.FIL. The format of
the EXPORT and IMPORT files is the same, and is described
in detail in the program documentation.
The DELETE DATES function will delete selected date
records coded with a "Y" in the MASS DELETE field. Use the
F9 INITIALIZE key to change the MONTHs, YEAR and CATEGORY
to select the date records that will be deleted.
The ADD DATES function goes to another screen. Select
F1 HELP on that screen for more information.
#(Press Esc to exit Help)
This menu lets you see a Category "view" of your names
or dates. Use F9 INITIALIZE to change the category.
Names are assigned a category by using the "Categories"
field on the name "update" screen. Dates are assigned into
a category by adding them on the "name list" screen using
the "F5 Dates" function key. This way the date is "tied"
to a specific name, and thereby the date is "tied" to the
same categories that the name has been assigned to.
#(Press Esc to exit Help)
MASS_DTE
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