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1991-07-27
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*************
** WELCOME **
*************
TITLE: CONTACT PLUS contact management system
VERSION: 2.19
SUGGESTED BBS NAME: CPLUS219.ZIP
BRIEF DESCRIPTION:
Contact Plus is an excellent way to keep track of people in
your life. It helps you organize your phone calls,
correspondence, notes and future appointments. You can keep
multiple databases and can setup your own user defined fields.
It is a great application for salesmen, telemarketing, realtors,
insurance agents, bankers. It has won several honors including
"Best Buy of the Year" in Business Marketing Magazine (Jan '89),
and "Best of Shareware 1990" in the business category in PC World
Magazine (Oct '90).
REQUIREMENTS:
IBM-PC or compatible with 512K RAM. Hard disk recommended.
Hayes compatible modem (attached to COM1 or COM2) for the
auto-dialer. Color monitor suggessted although not required.
REGISTRATION COST:
$79 plus shipping. Registration entitles you to a 150 page
printed manual, extra programs related to the system, a word
processor, and telephone support.
******************
** INTRODUCTION **
******************
Welcome to CONTACT PLUS(R) shareware version 2.19. This is a
shareware client tracking system suitable for anyone needing to
keep track of people. If you are in the business where client contact
is important, then this system is for you. Since this program
is being distributed via shareware, you are encouraged to try out
the system and if you find yourself using it on a regular basis,
you will want to register the system with the author. An INVOICE.DOC
file has been prepared for your use to register.
Contact Plus logs the last 30 phone calls and the last 15 letters
to each client in your database. It features an autodialer and a
way to keep track of incoming calls. Contact Plus also interfaces
directly with WordPerfect(TM) and WordStar using the F6 (WP) key.
This is not an ASCII or text file interface -- it will actually
generate instant follow up letters in native word processing format
to your clients by simply pressing a key.
Make sure that you run the tutorial slide-show program. It will
give you more information on how to use Contact Plus successfully.
The tutorial consists of the following files:
TUTOR.BAT PRORUN.EXE P1.SET P2.SET
P3.SET P4.SET LICENSE.TXT
To run the tutorial, simply enter TUTOR at the DOS prompt from the
\CONTACT directory.
***********************************
** HOW CAN YOU USE CONTACT PLUS? **
***********************************
Let's introduce Harry, a salesperson for a restaurant equipment
manufacturer. Harry needs to keep track of basic information such
as the name, address and phone number of his clients. However,
Harry wants a history of previous contact with his clients. He
also needs to track information such as the best time to contact,
the receptionist's name, and the next action step (send
literature, call back, etc). Contact Plus stores the previous 30
phone calls including the date, time, duration and any notes for
each of his clients. It also has user-defined fields available so
Harry can customize the database for his particular needs. Since
Harry can't touch type, popup lookup menus are available which can
save him much time when entering new data.
As customers call him, he uses the notes windows to keep detailed
records of all conversations. Using the incoming call button (F9)
he also has a record of the phone call. If Harry wishes to recall
a conversation about "blendomatics" but can't remember who he was
speaking to, he can search all notes/phone calls/memos/ticklers
for the word "blendomatics".
Harry likes to send follow up letters to his clients immediately
after speaking with them on the phone. Contact Plus makes this
simple as it gives him the ability to enter up to 150 different
template files. Each template file will have the client's
name/address/city entered. Since Harry has been using WordPerfect
for a while and has a laser printer, Contact Plus enables Harry to
send handsome follow-up letters which impress his clients and
gives him a professional edge over his competition.
At the end of the week, Harry has to report the number of calls he
has made to his clients. He simply sends a copy of the phone log
report captured to an output file to his main office.
Keeping track of customers used to take Harry hours every day. He
wasn't able to spend all the time he wanted actually making
contact with his clients. With Contact Plus, Harry can now keep
better track of his customers and have even more time to bring in
new business.
**************
** FEATURES **
**************
o Autodialer
o Rolodex(r) cards
o Mail/merge for mass mailings
o Elapsed phone call timer
o User defined date fields
o Multiple databases
o Ticklers/reminders
o Reschedules your outstanding ticklers
o Automated follow up schedules
o Extensive online help (over 2,000 lines of help)
o 24 categories to classify your contacts
o Interface to word processor with form files
o Interleaved letter/envelope printing
o Call analysis reports (Who didn't you call?)
o Local and long distance dialing prefixes
o Popup lookup and data entry windows
o Colorful calendars and screens
o Mouse support
o Support for 43/50 line mode on reports (EGA/VGA monitors only)
o Browse screen for dialing, taking notes and writing letters
o Phone call history
o Mailing labels
o Correspondence history
o User defined index fields
o History graph
o Unlimited date stamped notes
o Keeps track of holidays/vacations
o WordPerfect secondary mail/merge interface
******************************
** REGISTRATION INFORMATION **
******************************
If you register Contact Plus, in addition to over 150 pages of
printed documentation you will receive:
o CONCAL - monthly calendar generation program
o CHECK - prints out today's appointments whenever the
machine is turned on
o CFIX - repairs broken databases
o IMPORT - import ASCII data from other database programs or computers
o MS - MicroStar word processor from Borland International
The registered shareware version of Contact Plus is priced at $79.
Since we ship a two lb package via UPS 2nd day, add $6 for shipping &
handling. Print out the enclosed INVOICE.DOC file to fill out your
order and send to:
Contact Plus Corporation
PO Box 2577
Satellite Beach, FL 32937-2577
USA
or for rush orders call (Visa/MC accepted):
(800) 366-9876 orders only
(407) 779-4900 information & orders
(407) 779-3311 FAX
We also offer BBS support. You can check out our other software
offerings at (407) 779-4422 9600 baud 8-N-1 using the Wildcat BBS
system.
Contact Plus Corporation reserves the right to change this offer
at anytime. Contact Plus is a registered trademark of Contact Plus
Corporation. Contact Plus Corporation also holds the US copyright
to Contact Plus.
*****************************************
** HARD DISK INSTALLATION INSTRUCTIONS **
*****************************************
Make sure that the proper date and time are setup. CONTACT PLUS
makes heavy use of the date and time throughout the system.
(1) Copy all files into a CONTACT directory on your hard disk
(2) Enter the command "C" at the prompt.
Press the HELP button (F1) often when first getting acquainted
with Contact Plus.
If you have a problem at startup with the message:
CANNOT OPEN ALL FILES ... QUITTING
Follow these steps:
(1) Locate your "config.sys" file. This file is a DOS
configuration file and is located in the root directory of
your boot disk. Enter the following command to go to the
root directory:
c:
cd \
(2) Enter the following command which will either create the
config.sys file or add the line to it.
echo FILES=20 >> config.sys
(3) Turn off your computer and turn it back on again.
(4) Try to run Contact Plus again.
Contact Plus comes with a sample database already programmed in.
You may change any of the user defined fields and experiment with
the system as you wish.
Make sure that you backup the database everyday. You will soon
find that the data you keep is very valuable.
****************************************
** FLOPPY DISK OPERATING INSTRUCTIONS **
****************************************
Although we do not recommend that you run Contact Plus on a floppy
based system due to the large amount of disk activity that is
required, you can get the most out of your dual-based floppy system
if you separate the program and the data on different floppies.
If you are running Contact Plus on a dual floppy system, you can
place Contact Plus (the program) on one disk and the data files
on another disk. This strategy will give you more room for contacts
on the data disk.
The program diskette should contain the following file:
C.EXE
The data diskette should contain the following files:
CONTACT.HDR CONTACT.NX4 CONTACT.DT
CONTACT.NOT CONTACT.NX0 CONTACT.NX1
CONTACT.NX2 CONTACT.NX3 CONTACT.NX4
CONTACT.NT0
Place the program diskette into drive A and the data diskette into
drive B. Make drive B the current drive by entering:
B:
Then run the program from drive A by entering:
A:C
******************************
** CUSTOMIZING CONTACT PLUS **
******************************
Go to the USER PARAMETER MENU to change the user defined fields.
You will want to set the first two user defined fields with
something that can be sorted such as account number, region, sales
id, or social security number. You may also want to customize the
user defined date fields. There are three user defined date fields
which can be customized as: FIRST DATE, NEXT DATE, BIRTH DATE, etc.
******************************
** ADDING/DELETING CONTACTS **
******************************
Adding, and deleting contacts can only be done from the header
page under the contact menu. To add a new contact, simply press A
followed by the ENTER key. You can copy the information being
displayed to the new contact or enter your information on a new
clean screen. When finished adding the contact, press ESC. You
will be prompted to save the contact.
Contact Plus is ALWAYS in search mode. The search will depend upon
the setting of the index which can be last name, company name, zip
code or one of the two user defined index fields. To change the
current index, press "I" followed by the ENTER key. You will be
prompted for the index to change.
Press the UP and DOWN arrow to access different contacts or enter
the first few characters of the last name. If you change the index
to COMPANY, you can access the contacts by company name instead of
last name. The indexing feature is also available for zip code,
user field 1 and user defined field 2.
From the HEADER SCREEN, press the F8 (Browse) key to get a global
view of the contacts. This will allow you to quickly look at
each contact in a list.
*****************
** PHONE CALLS **
*****************
Press F3 or F4 from any of the pages under the Contact Menu. Of
course, the contact that you want to dial must be displayed on the
screen. If you have a Hayes compatible modem, Contact Plus will
dial the phone for you. Otherwise, you can still press F3 or F4 to
log the phone call but you will have to dial the phone manually.
Each call will be stored in the phone log page with the most
recent call appearing at the top of the screen. The phone calls
cannot be deleted once they are entered. You have access to the
previous 30 calls only.
If you have a dialer and the dialer is not working properly, issue
the following command from DOS (before running Contact Plus):
SET BIOSCOM=1
Do not put any spaces between BIOSCOM and the '=' sign.
********************************
** AUTOMATED FOLLOWUP LETTERS **
********************************
Contact Plus has the unique ability to interface with WordPerfect,
XYwrite, and WordStar when generating followup letters
automatically. From the Contact Plus menu, simply press F6 and you
will be presented with a list of up to 150 different FORM files.
Each file is a template with codes where the salutation, address,
dates will go. You must specify the name of your word processor in
the SYSTEM PARAMETER MENU in order for this to work properly.
For example, if you are using WordPerfect 5.1 and you have stored
WordPerfect on the C drive your WordProcessor field would be set
to:
C:\WP51\WP
You will need to create the form letters ahead of time using your word
processor. Make sure that the form letters created are stored in
the FORMS FILE DIRECTORY and that they all end with the file name
extension ".FRM".
If you are using MicroSoft Word or Works you will want to save the
files as TEXT FILES using the SAVE AS option. If you are using
WordPerfect, WordStar or XyWrite you can save the files as
document files.
Contact Plus currently does not support Professional Write.
*******************
** POPUP WINDOWS **
*******************
Most prompts in the header page have a popup window that enables
you to enter common information at the press of a few keystrokes.
If the popups are set to appear automatically, they will popup
whenever the highlight bar is placed over the field. Otherwise,
press F10 to access the popup menu on those prompts in the HEADER
PAGE. Press F10 again to modify, or add a new entry to the popup
menu.
***********
** NOTES **
***********
While in any of the contact menu pages, you may press the F7 key
(NOTES) which will bring up a date/time stamped note. The notes
may be summoned while any other popup window is on the screen. It
is especially convenient when talking on the phone.
There are an unlimited number of notes that can be stored
perpetually for each contact in the database. Each note is date
and time stamped for your convenience.
**************
** TICKLERS **
**************
Use the tickler feature to remind you to call back or followup on
one of your clients. Each contact in the database has up to 15
different associated ticklers. Use the DONE? field to signify if
the task was completed, not completed or if you don't care.
Contact Plus will warn you if the scheduled tickler falls on a
holiday or on a weekend.
The ticklers marked as NOT DONE today, can be rescheduled to a
date in the future.
*************
** REPORTS **
*************
There are 15 reports available all of which can be printed on the
screen, printer or sent to a capture file for later processing
with a word processor.
A selection menu will appear after the report is chosen. The
selection menu allows you to sort and select particular clients
****************
** MAIL/MERGE **
****************
If you wish to send one letter to a bunch of clients the mail/merge
feature will allow you to do just that. Simply create an ASCII text
file using your favorite editor and call it CONTACT.1, CONTACT.2
CONTACT.3 through CONTACT.8. The first mail/merge template under the
mail/merge menu corresponds to the CONTACT.1, the second template
corresponds to the file CONTACT.2, etc. The sample files CONTACT.1
CONTACT.2, and CONTACT.3 are included with the shareware version.
Make sure that the files are stored as TEXT files. If you are
using MicroSoft Word or Works save the files using the SAVE AS
option. Wordstar users will save the files in NON-DOCUMENT mode.
Here is a list of the mail/merge codes used in both MAIL/MERGE and
in the F6 (WP) form letter function:
Field definitions are as follows:
*d1 - current date (format - 31 Oct 87)
*d2 - current date (format - October 31, 1987)
*d3 - current date (format - 10/31/87)
*d4 - current day (Monday, Tuesday, ... )
*t1 - current time (format - 15:23:43) military
*t2 - current time (format - 15:23) military
*t3 - current time (format - 03:23:43) standard
*t4 - current time (format - 03:23) standard
*sa - salutation
*fn - first name
*ln - last name
*ti - title
*a1 - address line 1
*a2 - address line 2
*st - state name
*ci - city name
*zi - zip code
*cn - country name
*po - phone One
*pt - phone Two
*co - company name
*me - memo field
*u1 - user defined index field 1
*u2 - user defined index field 2
*u3 - user defined field 3 (25 characters)
*u4 - user defined field 4 " "
*u5 - user defined field 5 " "
*u6 - user defined field 6 " "
*w1 - user defined date field 1
*w2 - user defined date field 2
*w3 - user defined date field 3
(date format 04 Apr 89)
*m1 - pin feed mailing labels (7 lines)
*m2 - " " " (6 lines)
*m3 - " " " (4 lines)
*m4 - " " " (5 lines)
*m5 - " " " (6 lines)
*pa - pause printer for form change
*ff - form feed
To pad a field with blanks and right or left justify a field enter
a width specification like:
*po%20 - phone 1 phone right just. pad with space
*pt%-20 - phone 2 left just. pad with space
*****************************************************
** MAIL/MERGE with WORDPERFECT version 5.0 and 5.1 **
*****************************************************
You can now automatically generate a secondary mail/merge format file
for WordPerfect 5.0 and 5.1. Contact Plus will create the
secondary mail/merge file so that you can take advantage of the
powerful printing features present in WordPerfect.
First you will want to create your WordPerfect primary file using
WordPerfect. The primary file will look something like this (if
you are using WordPerfect 5.1):
==============================================================
{FIELD}~1 {FIELD}~2 {FIELD}~3
{FIELD}~4
{FIELD}~5, {FIELD}~6 {FIELD}~7
Dear {FIELD}~2:
bla bla bla
Sincerely,
Joe Schmoe
==============================================================
The fields in the primary file will be filled according to
the following table:
===============================================================
TABLE OF CONTACT PLUS & WORDPERFECT MAIL/MERGE FIELDS
FIELD NUMBER FIELD CONTENTS
1 Salutation
2 First name
3 Last name
4 Title
5 Company name
6 Address line 1
7 Address line 2
8 City
9 State
10 Zip or Postal code
11 Phone1
12 Phone2
13 Memo
14 user defined field 1
15 user defined field 2
16 user defined field 3
17 user defined field 4
18 user defined field 5
19 user defined field 6
20 Date field 1
21 Date field 2
22 Dat3 field 3
23 Category
===============================================================
To enter the fields you will press SHIFT-F9, then F (for field),
then the number of the field you wish to merge. Consult your WordPerfect
manual for more detailed instructions on how to create a primary file.
After creating the primary file, you can then create the list of
names or the "secondary file" needed by WordPerfect.
Simply select the WORDPERFECT SECONDARY MAIL/MERGE OPTION from
the Mail/Merge menu and you will be prompted to enter the name
of the secondary mail/merge file. Enter the name of the file,
such as NAMES.SEC and Contact Plus will then create the NAMES.SEC
file which can then be used by WordPerfect 5.0 and 5.1.
At this point you are now ready to run the mail/merge using WordPerfect.
Press CTRL-F9 and select the Merge option. Enter the name of
the primary file (letter file) created in WordPerfect, then enter
the name of the secondary file (NAMES.SEC) created from Contact Plus.
WordPerfect will then do the mail/merge for you.
*******************
** MOUSE SUPPORT **
*******************
If you have a Microsoft mouse, you can use it by setting up the
MOUSE parameters under the SYSTEM PARAMETER MENU. The MOUSE will
act as the arrow keys. Press the LEFT mouse button for the ENTER
key and the RIGHT button for the ESC key.
********************
** MAKING BACKUPS **
********************
It is VERY important to make regular backups of your data. The
importance cannot be stressed enough. Over time it is your data
that becomes critical to your success and a hard disk crash or
power outage could force you to re-type your information. A
painful process indeed.
This version of Contact Plus comes with a batch file that will
copy your database from the hard disk to a floppy on drive A.
If you wish to backup on drive B, make the appropriate change
to the file CBACKUP.BAT file.
The registered version comes with a utility that will compress
the database before copying them to floppy. The compression
typically squeezes a large database down to 20% of its original
size.
************************
** MULTIPLE DATABASES **
************************
You can keep a database of hot prospects. Another one for friends
and acquaintances and another one for your vendors. Use the
DATABASE MENU to create new databases.
**************************
** REVIEWS AND COMMENTS **
**************************
Here is what some of our satisfied customers and reviewers are
saying about Contact Plus:
Dr. Leon Wortman, Software Reviewer of Business Marketing Magazine
(Jan '89): "I look at, install or run an average of three or four
new software packages a month. They range in price from much less
than $100 to several thousand dollars. I know what I'm about to
report may be hard to swallow. But have faith in me. If I didn't
genuinely know that Contact Plus is the best-buy-of-the-year, I
wouldn't describe it with those very words."
Charles K. Fairchild, Washington D.C.: "You realize, I hope, that
programs like this could set a new standard for overall design and
ease of use. I have never seen anything on the regular commercial
market that feels so good to use, has so much built-in help, and
so many features!"
Harry Pollard, President of Henry George Schools of California:
"After using a dozen or more databases, I settled on Contact Plus
for the best reasons. It's the fastest database, tracker, tickler,
dialing program I've encountered. It automatically backs up,
issues reports in a variety of formats and mail/merges as you
wish. It records letters and calls, and graphs calling experience
with individual clients."
Tim Greer, Software Reviewer of the Phoenix PC User's Group (April
'90): "CLIENT TRACKING DREAM... If you are in a business where
tracking client contact is important, have I got a gem for you.
It's a piece of Shareware called CONTACT PLUS."
Brad Caverly, Film Plane of Panorama City, CA: "This is one of the
best programs I have seen ever, shareware or commercial. I have
never registered a piece of shareware before but I have never run
across a program so complete, so user friendly and so useful."
Paul Cassel, Software Reviewer of the Albuquerque Journal (July
'89): "Today, there are several programs designed to help
salespeople increase productivity. One of the best of these was
written, and is distributed by, an Albuquerque programmer, Ed
Trujillo."
Dr. File Finder (Mike Callahan, best selling book author):
"Contact Plus, by Ed Trujillo, is a full-featured program that can
be used by anyone who has to keep track of the people. It's many
features make it a powerful program that can really increase your
productivity and your effectiveness. I've looked at MANY programs
and Contact Plus is the BEST! My advice is to give it a try!"
Larry Fox, Vice President Ziff-Davis Press: "I honestly have never
encountered a software package that works so much like I work.
From its friendly yet practical data screen through its
annotations, logs and reports of calls, ticklers, memos, letters,
notes and appointments to its seamless template and mail merge
with either its own word processor or Wordperfect, Contact Plus
creates a complete yet natural environment for the tracking of
daily contacts ..."
*************************************
** PROFESSIONAL VERSION HIGHLIGHTS **
*************************************
For those with extensive client tracking needs, we are also
offering Contact Plus Professional 3.0 which is different from the
shareware version in the following features:
o The database uses approximately 50% less disk space.
o There are 16 user defined fields.
o There are 2 extra 4 line mailing addresses.
o Database access is about twice as fast
o There is NO limit to the number of phone calls can be
stored. You thus have a perpetual history of all calls to all
contacts.
o There is NO limit to the number of letters that can be stored.
o You can now store a history of meetings
o A DEAR field has been added (Dear *de) useful when
addressing a person in a letter. I.e. you can write "Dear
Bill" instead of "Dear William H."
o A history popup window has been added displaying all calls
and letters. While you are talking on the phone, you can press
the HISTORY window which will give you immediate access to the
previous phone calls and letters.
o You can select which fields will have an automatic popup
menu. You may for instance, choose to have the POPUP come up
on the CITY field only.
o The popup menus have more selections on most fields. You
thus can have more options when using the F10 popup menus.
o A birthdate field (Month and day) is recorded for each
contact for handy birthdate mailings.
o HP laser labels (three different Avery formats). Do mass
mailings using your HP laser printer quickly and
professionally.
o Support for COM3 and COM4 modems for auto-dial.
o 2 up and 3 up mailing labels for pinfeed printers.
o Automatic WordPerfect secondary mail/merge creation.
o 6 keys to access DOS with ability to pass mail/merge codes
as parameters. This enables you to communicate with other
programs such as FAX transmittal programs.
o Index on next tickler date. This will bunch all of your
contacts in the order that they have to be contacted. You can
simply press the DOWN arrow key or drag the mouse to access
the next person that needs to be called.
o Remembers index, page and contact last accessed between
sessions. This is handy if you want to always access your
contacts by company name instead of by contact name.
o Tickler rescheduler will reschedule ticklers not DONE for
ALL ticklers prior to today (not just today's ticklers). If
you are sick for a week and need to catch up on your call
backs for the previous week, you can re-schedule all those
ticklers when you come back from sick leave.
o Browse screen allowing you to view up to 42 contacts on the
screen at one time. From the BROWSE screen, you can dial,
write letters take notes, and view the history. You may also
flag/unflag contacts.
o Ticklers are based on the DATE and TIME of the appointment.
They are also tied into a MASTER calendar so that you can
instantly see if you are free to make a NEW appointment with
your contacts.
o An alarm function can be set based on the TIME set for your
ticklers. Even if you aren't running Contact Plus you will
still be notified when it is time to make your call or
meeting.
o Handy WEEK-AT-A-GLANCE and DAY-AT-A-GLANCE calendar listing
your ticklers.
o Optional interface to Calendar Creator Plus from Power Up
Software. This will allow you to get your ticklers printed in
a multitude of formats including DayTimer(r) format. You can
then have a handsome calendar listing all your contacts for
the week, their phone numbers and what you have to call them
about.
o Optional interface to DBASE III. This allows you to access
to ALL data fields in Contact Plus through a DBASE III
compatible tool. The contact information (including phone
calls/letters/notes) are dumped out in DBF file format. You
can then generate your own customized reports. You can even do
a mass-update such as updating all the ZIP codes to ZIP + 4
codes.
==========================================================
If your office needs to access the same database simultaneously
through a network call and ask about our multi-user LAN version.
The multi-user version works on IBM-PC networks such as Novell and
LANtastic. It will log the user id of the person making the phone
call, taking a note or writing a letter. Many of the features in
the professional version are also in the multi-user version. Call
for more information or check out our BBS which contains sample
screens of the system.
Contact Plus Corporation
PO Box 2577
Satellite Beach, FL 32937
USA
(800) 366-9876 orders only
(407) 779-4900 information & orders
(407) 779-3311 FAX
(407) 779-4422 BBS (9600,2400,1200 baud - 24 hours)
=========================================================