Share Gallery 1

home *** CD-ROM | disk | FTP | other *** search

/ Share Gallery 1 / share_gal_1.zip / share_gal_1 / PA / PA012.ZIP / HIPERTRK.DOC < prev next >

Wrap

Text File | 1991-01-30 | 27KB | 640 lines

┌────────────────────────────────────────┐ │ │ │ │ │ ╔══════════════════════╗ │ │ ║ HiPerTrk ║ │ │ ║ Ver 3.3 ║ │ │ ╚══════════════════════╝ │ │ (c) Copyright 1991 │ │ │ │ HiPerSoft Systems │ │ PO Box 597 │ │ Coventry, CT 06238 │ │ │ │ (203) 742-6249 │ │ │ │ │ └────────────────────────────────────────┘ LICENSE AGREEMENT HiPerSoft Systems grants you, without charge, the right to reproduce, distribute and use copies of this Shareware version of our HiPerTrk software product (including the on disk documentation), on the express condition that you do not receive any payment, commercial benefit, or other consideration for direct use of HiPerTrk. A nominal fee for copying or distribution is acceptable, as long as the program and documentation are not modified in any way and that both are distributed together. The rights to receive any such financial or other benefit, and to modify the product or its components, are reserved exclusively by HiPerSoft Systems. Under the Shareware concept you are provided a complete copy of the software free of charge. You have a period of ninety (90) days to evaluate the product to determine its usefulness. At the end of the trial period, you are required to become a Registered user of the product. As a registered user you are entitled to the most recent version of the software, technical support, utilities to support and expand product capabilities, and software announcements. To become a registered user, send your name, company name (if any), mailing address, telephone number, version number, where you obtained your copy of the HiPerTrk, along with $59.95 plus $3.00 shipping (CT residence add 8% sales tax). to: HiPerSoft Systems PO Box 597 Coventry, CT 06238 For your convenience, a registration form is included at the end of this documentation. HiPerSoft has a number of attractive plans which allow the use of HiPerTrk on multiple computers within the same organization. For information on obtaining a site license, please contact us directly. ┌───────────────────────────────────────────────────────────────────┐ │ PRODUCT WARRANTY │ │ │ │ │ │ THIS PRODUCT IS LICENSED WITHOUT ANY WARRANTY OF MERCHANTABILITY, │ │ FITNESS OF PARTICULAR PURPOSE, PERFORMANCE, OR OTHERWISE; ALL │ │ WARRANTIES ARE DISCLAIMED. BY USING THE HiPerTrk PRODUCT, YOU │ │ AGREE THAT NEITHER HiPerSoft Systems NOR ANY OF OUR EMPLOYEES, │ │ AFFILIATES, OWNERS, OR OTHER RELATED PARTIES WILL BE LIABLE TO │ │ YOU OR ANY THIRD PARTY FOR ANY USE OF (OR INABILITY TO USE) THIS │ │ SOFTWARE, OR FOR ANY DAMAGES WHATSOEVER. EVEN IF WE ARE APPRISED │ │ OF POSSIBILITY OF SUCH DAMAGES OCCURRING. │ │ │ └───────────────────────────────────────────────────────────────────┘ This agreement shall be governed by the laws of the State of Connecticut and shall insure to the benefit of HiPerSoft Systems and any successors, administrators, heirs and assigns. Any action or proceeding brought by either party against the other arising out of or related to this agreement shall be brought only in a STATE or FEDERAL COURT of competent jurisdiction in Hartford County, Connecticut. The parties hereby consent to in personam jurisdiction of said courts. HiPerTrk INTRODUCTION HiPerTrk is a fully integrated client list management software system which features: - A Name & Address File System (CardFile) and related Note Pad - Ability to Print Labels Base on Selection Criterion - Exports Information to a Word Processor/Data Base System - Date Tickler File with an Annual & Monthly Wrap Feature - Calendar with Tickler Dates Highlighted - Full Screen To Do List HiPerTrk was written in BASIC and uses Assembler routines to perform some of the file maintenance and screen handling functions. The BASIC program was complied using Microsoft's QuickBASIC. NOTE: HiPerTrk was originally distributed as DESKUtil from LPS in 1989. The DESKUtil software product is no longer supported. Through an association with HiPerSoft Systems, the original product was redesigned, enhanced and improved. Conversion routines to the new HiPerTrk system have been made available to the registered user of DESKUtil. We are in business to support our user base! Planned Enhancements Work is underway to enhance the product by: - Adding a user defined short hand capacity for entering information. - Providing a utility to sort and print CardFile labels in Zip code order which supports different label forms. - Integrating the HiPerTrk Tickler calendar with HiPerCal, our Calendar Management System designed to merge and print calendars. - Providing a routine which can be used to display the first 15 entries in the Tickler when your computer is turned on. Client List Conversion As an added service, HiPerSoft will convert your existing mail/client list to HiPerTrk format for an additional $14.95. When you register your copy of HiPerTrk, include an IBM compatible disk copy of you list and we will do the rest. If you are using an existing system, simply export the information to a disk. What you will receive is a fully functional HiPerTrk package with your information all set up and ready to go! Imagine, the immediate use of HiPerTrk to produce mailing labels or export the information for personalized letters. When a client calls, pull up his/her information, make notes for future reference, and use the Tickler to insure timely follow up. System Requirements HiPerTrk requires an IBM (or compatible) computer using MS-DOS 2.0 (or higher) with at least 256K of available memory. A hard disk is recommended for best results as a fully utilized system with 6,548 records in the CardFile and 1635 Tickler records requires 5.9 mm bytes of disk memory. Note: the system only acquires disk space a necessary to support the active records. A color monitor is necessary to get the full effect of the screen layouts. As distributed via the shareware service, HiPerTrk supports a maximum of a 500 record CardFile and a Tickler file of 500 dates. This configuration fits nicely on one floppy disk and will allow you to determine if HiPerTrk is of benefit to you. The ability to expand the data base to its full capability is available to users who register with HiPerSoft Systems. Getting Started As always, it is recommended that you make a copy of the distribution disk and place the original in a safe place. A brief description of the files on the disk are contained in a file named PACKING.LST also review the READ.ME file. If you are using a hard disk, it is recommended that you set up a directory for the HiPerTrk program and associated files. The installation of HiPerTrk has been simplified via the use of the INSTALL program on the distribution disk. After creating the environment, start the HiPerTrk system by typing 'HIPERTRK'. GENERAL OVERVIEW HiPerTrk has four basic screens: ToDo(f6) - Full screen for recording important things to do. Anything placed on the screen will remain from session to session. Newly entered information appears in a different color. CardFile(f7) - A Name and address file with an associated note pad section. The CardFile is presented in alphabetic order based on the key. The scan can be selective based on a user defined 'SCode' field. Tickle(f8) - Tickler file in date sequence. Items can be entered directly or via the Tickler command on the CardFile screen. The Tickler uses a one year time horizon and will wrap items either monthly or annually as specified. Utility(f9) - Basic routines to support printer setup, exporting of records, and tickler file. Use the appropriate function key to move between screens. Each of the screens will be discussed individually. ***** General Functions ***** Help (f1) The Help window displays general screen edit commands and is accessible from any screen. <Arrows> Move Cursor Around Screen <Tab> Move to Next Field <Shift><Tab> Move to Previous Field <Enter> Accept Data <End> Goto Last Character in Line <Ctrl><End> Erase Line from Cursor To Right <Home> Start of Current Line <Ctrl><Home> Start of First Line <Ins> Insert One Blank Character <Del> Deletes One Character <Esc> Exit from Function <Alt>C Inserts Current Date in Line <Alt>I Insert a Line ABOVE Current Line. LAST Line Scrolled off <Alt>D Remove Current Line. ALL Lines Scrolled UP One Additional information will be displayed depending on current function. Calendar (f2) A simple calendar is displayed from certain screens when f2 is pressed. The up & down arrows scroll through the years, while left & right arrows scroll the months. The Home key returns the calendar to the current month & year. To remove the calendar use any non calendar control key. If a date is in the Tickler file, it will be highlighted on the calendar. Print (f3) A print function is available for the ToDo List and the Tickler. If the print is invoked from the ToDo screen, a three month calendar, the current month's Tickler information, and the ToDo list is printed. The printer is set up according to the Printer Setup information created from the Utility Screen. If the print function is invoked from the Tickler screen, you are prompted for the month to be printed. SCode User Menu (f4) A user defined SCode help menu is provided for recording user defined scan codes. The menu is activated via the f4 key and is available to the CardFile and certain functions of the Utility screen. Depressing the f4 twice from the CardFile screen enables you to update the menu using the standard edit commands. To save the changes hit the <Enter> key. The menu is displayed for reference when using the SCAN command from the CardFile menu and will disappear after the SCodes (if any) are entered. Registration Information (f10) HiPerSoft's address, telephone number, and registration information are displayed by hitting f10 from the ToDo Screen. ***** ToDo Screen (f6) ***** The ToDo Screen is just that, a place to list items that "need" to be done. The screen is "free form" in that you can place information anywhere on the screen. Information on the screen stays there until you remove it. The screen is maintained between sessions in a file named TODO.DAT. The ToDo screen is updated to disk only during the Clean UP & Exit Phase. ***** CardFile Screen (f7) ***** The CardFile screen has three sections of which two are always visible. The third becomes available when you want to add a reference to the CardFile record in the Tickler file. 1) Name & Address Section. KEY The key is used to locate a record. Records are always displayed in key sorted order. Records are viewed in ascending order by using the <Enter> key or down arrow. You can backup a maximum of three records by using the up arrow. You can select a scan code 'SCode' to select a particular type of record. The SCAN Command (S) prompts for a 'SCode' (see below) while the VIEW(V) command defaults to a scan code of "*/*" and displays all records in key sequence order. NAME & Five lines are available for a name and address. The first ADDRESS line will be place in the Tickler file if the tickler (t) subcommand is used. PHONE Phone field can be selected during the Export function. MISC1 & Used for related miscellaneous information. Because it MISC2 is possible to Export these fields to a word processing system you might want to place client or other pertinent info here such as a letter salutation, or account information. SCODE A user defined code to identify a class of records such as clients or prospects, etc. The SCode gives you the ability to select records for viewing, printing labels, and exporting records. The first character is the Major code, the second is the minor code. Selection is done first on the Major, and then on the Minor code. The asterisk (*) is the wild code and should not be used in a SCode of an individual record. (Note: All SCodes are maintained in Capital Letters.) For example, to view or select all records having the codes C1, C3, and CS using the CardFile command SCAN(S) enter C/13S at the prompt. DATE Record entry date is placed there, but you can update it. When Finished updating or adding new information hit <Enter> to save information. The <Esc> key will terminate the edit and does NOT save information. 2) Notes Section. The notes section is a free form area for recording information related to the entry. This portion of the screen is updated by using the subcommand notes(n). When finished updating use the <Enter> to end and save the information. See editing commands above. After you update the notes section you will be prompted for a follow up tickle date. If none is required hit the <Esc> key. The f2 Calendar is available for reference. 3) Tickle Section. The section appears after you have completed updating the notes section or if you use the tickler(t) subcommand. The Tickle file uses a one year time horizon starting with tomorrow's date. If you enter today's date, it will show up a year from today. The first line of the Name & Address section is placed in the Tickler file and is given the temporary(T) attribute. The f2 Calendar is available for reference. 4) Commands. Add Adds a record to the CardFile. Processing will take you through all three sections of the screen. See the above notes for editing functions. SCAN Scan through the CardFile in key order using a Scan Code. The command will prompt you for a SCode. The SCode user defined help menu will come up for reference only. To select all records hit the <Enter> key. You are then prompted for a starting key. Keys are not sensitive to capital letters. Entering Smith or sMiTh as a start key will cause the scan will start at the first Smith encountered that satisfies the SCode criterion. VIEW Functions the same as the SCAN, using the default scan code "*/*". 5) Subcommands. (Entered from the SCAN or VIEW Command modes.) Update Edit the Name & Address section. Because it is possible to change the KEY, it will APPEAR that the edited record occurs more than once in the file. It doesn't. The next time thought the Scan only one occurrence of the record will appear. Notes Edit the notes section. The full notes section is available in a free form fashion. Tickle Add a reference to this CardFile record in the Tickler file. Label Print the five line name and address section to the printer. It is assumed that the default printer setup codes have been updated via the Utilities screen. The first time print a label you will be asked if the printer is ready. Subsequent uses will assume the printer is setup. eXport The record is exported to a file in accordance to the parameters set up in the Utility screen. The first use of the export command starts a new file, subsequent records are added to the file. This function allows you to scan through the file and Export record information as necessary. Delete Deletes the current record both Name & Address and Notes from the file. The Tickler file is not changed. ***** Tickler Screen (f8) ***** The Tickler screen displays event items in date order with items highlighted depending on the date. The file uses a one year time horizon. The information displayed includes the date and day of the event, a status field, and the event. Items can be added directly from the Tickler screen or via the CardFile screen. Items entered via the CardFile screen are always Temporary (T) items and use the first line of the Name & Address information to identify the event. Tickler items can have one of four statuses: Temporary The entry will be deleted by the Clean function. Weekly The entry will be replicated for 13 weeks on the same day of the week. An expired W entry will be removed during the Clean function. Monthly The entry will be replicated for the same day of the month for the entire year (12 entries). An expired M entry will be rolled out to the next year during the Clean function. Permanent The permanent entry will be rolled out one year during the Clean function. When using the Monthly status it is best to refrain from using the last day of the month and use the first of the next month. If you use the last day, the Clean function will alter the day to the LOWER of the day specified or the last day of the month. When going from January to February, the day will be adjusted from 31 to 28. Rolling from February to March, day 28 will be carried forward. Tickle Commands Add Add an item to the Tickler file. See edit commands (f1). Update Update the current entry. The status can be updated, but the Weekly(W) or Monthly(M) attribute is not executed during the update. Delete Delete an item from the file. The item deleted is the current entry which is pointed to by the Arrow "==>". You are asked to confirm the deleting of each item. Clean Used to mass delete items which have expired. Position the Arrow at the first item you want to SAVE. Remember only "past Dated" items can be cleaned. If the item has a status of T (Temporary) or W (Weekly) the item will be deleted during the Clean function. If the Status field is M (Monthly) or P (Permanent) the item is not deleted, but rolled into next year. The only way to delete a Status P or M record is to individually delete the item. Hist Add Used to add an entry prior to the current date. Used for historical purposes. The Weekly(W) or Monthly(M) attribute is not executed during the update. ***** Utilities Screen (f9) ***** The Utilities screen is used to support other functions of HiPerTrk and to do mass selection and processing of CardFile records. A brief description of the command is displayed when the individual commands are invoked. 1) Labels CardFile Allows the mass printing of CardFile labels based on Labels selection code (SCode) criterion. The SCode menu f4 is available for reference. Printer Use to set up printer ASCII control characters for printing Setup one up labels. You can change the number of lines per inch as well as the character pitch and the length of the form. The stream of characters specified in the first two lines are sent to the printer prior to printing the first label. 2) Tickle File Tickle Used to set the highlighted notification time in the Tickler file. If set to zero the notification is turned off. 3)Exporting Records Export Allows the mass exporting of CardFile information based on selection code (SCode) criterion. If individual records were exported to the default export file, then the Export(X) function will add records to that file. Running Export(X) a second time will overlay information selected in the first run. To create multiple copies, define a new file name for each export. The SCode reference menu f4 is available. Export Set the default export file name. This name will be used if File records are exported for the CardFile Screen. Export Select the format of the exported records. Two popular ASCII Format formats are available. Additionally, a WordPerfect(c) format is available. Other formats will be added as necessary. Contact HiPerSoft for special requests. Export Select fields of the CardFile for exportation. The first Contents five name and address items are always exported. ***** General Technical Information ***** For speed and efficiency, HiPerTrk relies on an "in memory" key index to access CardFile and Notes information. The files CARDFILE.KEY and NOTES.KEY are tables of keys used to index the data files CARDFILE.DAT and NOTES.DAT respectively. HiPerTrk allocates memory for the KEY files, manages the keys in memory, and ONLY updates the appropriate files at termination. The routine also manages the file TICKLER.DTE in memory. This file is used to maintain the Tickler information and is a combination of keys and data. ┌───────────────────── CRITICAL NOTE ──────────────────────────┐ │ Because of the relationship of the Key and Data files, it is │ │ important that the system be shutdown in an orderly fashion │ │ so that the key tables can be written to disk. If, for example │ │ the system is just shutdown by turning off the power, the │ │ results are unpredictable. A separate utility is provided to │ │ registered users to rebuild and expand key files. │ └─────────────────────────────────────────────────────────────────┘ ***** Registration Form ***** Please use the following form to become a registered user of HiPerTrk. We appreciate your support and in turn can support you. Date:____________________ Name: __________________________________________________________ Company: __________________________________________________________ Address: __________________________________________________________ __________________________________________________________ City/Zip:__________________________________________________________ Phone Work: (___) ______________ Home: (___) __________________ ┌───────────┬──────────────────────────┬────────┬────────┐ │ │ │ Unit │ Total │ │ Quantity │ Description │ Cost │ Cost │ ╞═══════════╪══════════════════════════╪════════╪════════╡ │ │ HiPerTrk Package │ $59.95 │ │ └───────────┼──────────────────────────┼────────┼────────┤ │ Data Conversion │ $14.95 │ │ ├──────────────────────────┴────────┼────────┤ │ Tax Connecticut Residents 8% │ │ ├───────────────────────────────────┼────────┤ │ Shipping & Handling │ 3.00 │ └───────────────────────────────────┼────────┤ TOTAL │ │ └────────┘ How did you acquire HiPerTrk? ____________________________________ ___________________________________________________________________ Please make check or money order payable to: HiPerSoft Systems. Send to : HiPerSoft Systems PO Box 597 Coventry, CT 06238 <><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><> If you have any questions or comments, please call (203) 742-6249. <><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><><>