Shareware Grab Bag/Shareware Grab Bag.iso/005/salea22.arc/ACT1.DOC

Text File | 1986-10-22 | 18.6 KB | 370 lines

                   HELP SCREEN/TUTORIAL FOR ACTIVITIES FILE

                                   OVERVIEW

The Activitie≤ filσ serve≤ │ purposes:

ááá1⌐ A≤ yo⌡ contac⌠  peoplσ ove≥ thσ phone¼á thσ screeε wil∞ identif∙ t∩á yo⌡ ì
ááádetai∞á informatioεá oε tha⌠ persoε a≤ sooε a≤ yo⌡ inpu⌠ thσá compan∙á namσ ì
áááint∩á thσá Activit∙ screen¼á o≥ thσ firs⌠ fe≈ letter≤ oµ thσ compan∙á name« ì

ááá2⌐  Iε you≥ absence¼ you≥ secretar∙ ma∙ bσ receivinτ inquirie≤ fo≥ you«  Iε ì
áááthosσá case≤ wherσ thσ calle≥ alread∙ ha≤ ß recorΣ entereΣ int∩ thσá Person ì
áááfile¼á you≥á secretar∙á wil∞ seσ al∞ oµ thσ detai∞ informatioεá abou⌠á tha⌠ ì
ááápersoε iε ▓ seconds«á  If¼ oε thσ othe≥ hand¼ tha⌠ inquir∙ i≤ froφ ß persoε ì
áááno⌠ knowε t∩ you¼á you≥ secretar∙ wil∞ theε bσ ablσ t∩ ente≥ ß messagσ plu≤ ì
ááásomσ morσ detai∞ information¼ sucΦ a≤ name¼ address¼ anΣ zi≡ code«

áááThi≤á achieve≤ tw∩ objectives║á  a⌐  Yo⌡ o≥ you≥ secretar∙ caεá inpu⌠á datß ì
áááint∩á thσ Activit∙ filσ oε an∙ person¼á regardles≤ oµ  whethe≥ o≥ no⌠á the∙ ì
áááarσ alread∙ iε thσ Persoε file«á b⌐ Message≤ takeε iε you≥ absencσ int∩ thσ ì
ááá'NEWºá categor∙á wil∞á no⌠á bσ los⌠ bu⌠ wil∞ bσá groupeΣá togethe≥á iεá thσ ì
áááactivit∙ reports¼á witΦ thei≥ comment≤ anΣ phonσ numbers«á Iε thi≤ way¼ yo⌡ ì
ááácaε follo≈ u≡ oε al∞ inquirie≤ madσ iε you≥ absence¼ eveε iµ you≥ secretar∙ ì
ááárecordeΣ partia∞ messages.

ááá3⌐  Al∞ oµ thσ activities--botΦ incominτ inquirie≤ anΣ outgoinτ prospectinτ ì
ááácalls--wil∞á generatσá reports¼áá sorteΣá b∙á name¼á dates¼á compan∙á name¼ ì
ááácomments¼ tha⌠ wil∞ hel≡ yo⌡ tracδ anΣ theε follo≈ u≡ oε thosσ calls.


áááObservσá tha⌠á iµá thσá persoε i≤ alread∙ iε thσá Persoεá file¼á ßá lo⌠á oµ ì
áááinformatioε i≤ displayeΣ eithe≥ t∩ yo⌡ o≥ t∩ you≥ secretary¼á bu⌠ yo⌡ inpu⌠ ì
áááonl∙á │ ne≈ item≤ pe≥ activity║á "COMMENTS"¼á "DAT┼ O╞ NEX╘ APPOINTMEN╘á O╥ ì
áááCOMMITMENT"¼ anΣ  "HO╫ MUC╚ EXPENS┼ DI─ YO╒ INCU╥ O╬ THI╙ ACTIVITY".




                               ORDER OF TUTORIALS:

Yo⌡á shoulΣ explorσ thσ Help/Tutoria∞ screeε fo≥ thσ Persoε filσ firs⌠á beforσ ì
attemptinτ t∩ worδ witΦ thσ Activit∙ file«á  Mos⌠ oµ thσ function≤ fo≥ adding¼ ì
getting¼á o≥á editinτá record≤á arσ thσ samσ fo≥ al∞á screen≤á throughou⌠á thσ ì
system.



                ==============================================
                |                OPTION "A":                  |
                |            ADDING A NEW RECORD              |
                |                                             |
                |                  CASE 1:                    |
                |             FIRST TIME CALLER               |
                |   (a person calls you or your secretary)    |
                ===============================================
                               (A to ADD data)


ááá[NOTE║á Iµ thi≤ calle≥ ha≤ no⌠ alread∙ bσ entereΣ int∩ thσ Persoε file¼  g∩ ì
ááát∩á thσ Persoε filσ firs⌠ anΣ adΣ al∞ oµ thσ informatioε abou⌠ hiφ o≥á her« ì
áááIf¼á however¼á yo⌡á arσá no⌠ surσ a≤ t∩ whethe≥ thσ calle≥ wil∞á bσá makinτ ì
ááárepea⌠á call≤á t∩á you¼á  a≤ iε thσ casσ oµ inquirie≤ beinτá madσá t∩á you≥ ìèááásecretar∙á iε you≥ absence¼á theε recorΣ thσ inquir∙ iε thσ activit∙á file¼ ì
áááunde≥ thσ defaul⌠ namσ oµ 'NEW'.]



Froφ thσ Activit∙ menu¼ iµ yo⌡ ente≥ aε "A"¼ yo⌡ wil∞ see:


================================================================


Full Company  name of Person  :NEW
  (defaults to NEW.  If you are finished entering records,
   touch the space bar three or four times to remove the NEW)

=================================================================



Iµá yo⌡ ente≥ thσ spacσ ba≥ threσ times¼á yo⌡ wil∞ g∩ bacδ t∩ thσ prio≥á menu« ì
Thi≤á mean≤ tha⌠ yo⌡ arσ finisheΣ addinτ records«á Iµ yo⌡ ente≥ thσ namσ oµá ß ì
compan∙ tha⌠ i≤ alread∙ oε recorΣ iε you≥ Persoε file¼á theε yo⌡ wil∞á quickl∙ ì
seσ ß screeε witΦ ß lo⌠ oµ detai∞ inf∩ abou⌠ tha⌠ company« T∩ tha⌠ screen¼ yo⌡ ì
caεá adΣ othe≥ information¼á sucΦ a≤ thσ content≤ oµ thσ call«á Iµ yo⌡ ente≥ ß ì
namσ tha⌠ i≤ no⌠ iε thσ Persoε file¼á thσ compute≥ wil∞ takσ thσ firs⌠á lette≥ ì
oµá thσá namσ yo⌡ entered¼á anΣ searcΦ thσ Persoε filσ fo≥ an∙á entrie≤á whicΦ ì
matcΦ u≡ oε thσ firs⌠ letter«á  I⌠ wil∞ theε displa∙ theφ t∩ you¼á anΣ yo⌡ caε ì
choosσ thσ correc⌠ compan∙ namσ theε t∩ inpu⌠ int∩ thσ screen.

Iµ yo⌡ don'⌠ wan⌠ t∩ ente≥ ß compan∙ name¼á a≤ woulΣ bσ thσ casσ iµ thσ calle≥ ì
i≤á makinτ ß first-timσ cal∞ t∩ you¼á theε jus⌠ observσ tha⌠ thσ compute≥ put≤ ì
thσá namσ 'NEWº oε thσ screeε fo≥ yo⌡ anΣ yo⌡ caε pusΦ "ENTERó t∩ movσ t∩á thσ ì
nex⌠ screen.


 ================= PERSON, PART, AND ACTIVITY TRACKING SYSTEM ==============



Name of contact:  Addressed as (Mr., Ms., Miss or Mrs.)    :Mr.
    First Name :                          Last Name :
Full Company name of Person :           NEW


Activity date  :06/22/86               Time      :10:23:04
Address line one :
Address line two :
City :Dallas
State TX               ZIP CODE     0
Phone number  :(   )000-0000
Comments   :


Date of next appointment                               05/05/55
How much expense did you incur on this activity :        0.00

=====================================================================


Ente≥á al∞ relevan⌠ datß abou⌠ thσ cal∞ int∩ thσ screen¼á bu⌠ leavσá thσá worΣ ì
'NEW' in this line:

è        FUL╠ COMPAN┘ NAM┼ FO╥ PERSON   :NE╫

Yo⌡á caε ente≥ aε unlimiteΣ numbe≥ oµ 'NEWº record≤ int∩ thσ Activitie≤á file« ì
Late≥á on¼á al∞ oµ thesσ record≤ wil∞ appea≥ iε thσ activit∙á reports¼á sorteΣ ì
unde≥á thσ persoε namσ oµ 'NEW'«á Thi≤ serve≤ tw∩ purposes║á  1⌐  Yo⌡ o≥á you≥ ì
secretar∙ caε inpu⌠ datß int∩ thσ activit∙ filσ oε an∙ person¼á regardles≤á oµ ì
whethe≥ o≥ no⌠ the∙ arσ alread∙ iε thσ persoε file«á 2⌐ Message≤ takeε iε you≥ ì
absencσá int∩ thσ 'NEWº categor∙ wil∞ no⌠ bσ los⌠ bu⌠ wil∞ bσ groupeΣ togethe≥ ì
iε thσ activit∙ reports¼á witΦ thei≥ comment≤ anΣ phonσ numbers«  Iε thi≤ way¼ ì
yo⌡á caεá follo≈á u≡á oε al∞ inquirie≤ madσ iεá you≥á absence¼á eveεá iµá you≥ ì
secretar∙ recordeΣ partia∞ messages.




   ======================================================================
   |                              OPTION "A":                           |
   |                         ADDING A NEW RECORD                        |
   |             CALLER OR PERSON ALREADY IN PERSON FILE                |
   |                                                                    |
   |                               CASE 2:                              |
   |  (inquir∙ámadσ t∩ yo⌡áo≥ you≥ secretar∙ froφ aεáexisting prospect¼ |
   |         o≥ prospecting call that you make to your prospect)        |
   |      This example uses the TEST DATA that comes with the demo.     |
   ======================================================================
                               (A to ADD data)

Wheεá yo⌡á invokσá thσ "Aó optioε froφ thσ Activit∙ menu¼á yo⌡ wil∞á seσá thi≤ ì
screen:


 ================= Person and Activity Tracking System  =============



Full Company name of Person   :NEW
  (defaults to NEW.  If you are finished entering records,
   touch the space bar three or four times to remove the NEW)

=====================================================================




Let'≤ sa∙ tha⌠ yo⌡ havσ ß prospec⌠ nameΣ "Loli≥ Lectronicsó iε thσ Persoε filσ ì
tha⌠ yo⌡ arσ abou⌠ t∩ call¼ bu⌠ tha⌠ yo⌡ havσ forgotteε ho≈ i⌠ i≤ spelled«  Iε ì
thi≤ case¼á ente≥ jus⌠ thσ firs⌠ letter¼á o≥ "Ló (withou⌠ thσ quotes)¼ anΣ thσ ì
prograφ wil∞ searcΦ fo≥ al∞ companie≤ tha⌠ begiε witΦ tha⌠ firs⌠ letter.


         FULL COMPANY NAME FOR PERSON  :L

Observσ tha⌠ a≤ yo⌡ typeΣ iε thσ "Ló ove≥ thσ worΣ "NEW"ó (thσ defaul⌠á name)¼ ì
yo⌡ coulΣ als∩ ente≥ thσ spacσ ba≥ oncσ o≥ twicσ t∩ clea≥ ou⌠ thσ ▓ character≤ ì
followinτá "L"¼á althougΦ yo⌡ don'⌠ havσ t∩ d∩ this«á  Whateve≥ lette≥ appear≤ ì
firs⌠ wil∞ dictatσ thσ searcΦ fo≥ similarl∙ nameΣ companies.



[NOTE║á Herσá arσ thσ threσ alternatσ  event≤ tha⌠ coulΣ occu≥ a≤ yo⌡ ente≥á ß ì
namσá o≥á lette≥ int∩ thσ blanδ space≤ oε thσ abovσ screen«á  1⌐á Thσá prograφ ì
look≤ t∩ seσ iµ thσ worΣ "NEWó i≤ there«á  Iµ so¼ i⌠ set≤ u≡ ß 'NEWó recorΣ a≤ ìèdescribeΣ iε CAS┼ ▒ earlier«á (or⌐ 2⌐ Yo⌡ typσ iε ß namσ tha⌠ i≤ iε thσ Persoε ì
file«á  Thσá prograφ theε retrieve≤ al∞ detai∞ informatioε anΣ display≤ i⌠á t∩ ì
you«á  Thi≤ se⌠ ste≡ i≤ describeΣ iε ß fe≈ lines«á (or⌐ 3⌐ Yo⌡ ente≥ ß compan∙ ì
namσá tha⌠ thσ systeφ doesn'⌠ recognize«á I⌠ theε take≤ thσ firs⌠ lette≥á tha⌠ ì
yo⌡ entered¼á iε thi≤ casσ "L"¼ anΣ searche≤ thσ Persoε filσ fo≥ al∞ companie≤ ì
beginninτ witΦ tha⌠ name«á Thσ prograφ theε present≤ tha⌠ lis⌠ t∩á you¼á alonτ ì
witΦ firs⌠ anΣ las⌠ namσ oµ thσ contact¼ anΣ hi≤ o≥ he≥ phonσ number.]


After you have typed in an "L", you will see the following screen:



=====================================================================
          THE SYSTEM COULD NOT FIND YOUR ENTRY.

THESE ARE THE RECORDS IN THE PERSON FILE THAT BEGIN WITH THE FIRST
LETTER OF THE NAME YOU JUST INPUTTED.  THEY APPEAR WITH THE NAME OF
THE PERSON, FOLLOWED BY THE FIRST AND LAST NAME OF THE CONTACT.

WHEN YOU INPUT THE NAME OF THE PERSON, THE SPELLING AND CAPITALIZATION
SHOULD BE EXACTLY THE SAME AS THE ENTRY IN THE PERSON FILE.


 Lolir Lectronics : Alan Lolir, [phone]
Press any key to continue...


=====================================================================

Remembe≥á thσ correc⌠ spellinτ oµ thσ prospect«á Afte≥ yo⌡ pres≤ an∙ key¼á yo⌡ ì
wil∞ theε seσ thσ followinτ screen:


 ================= Person and Activity Tracing System =====================



FULL COMPANY NAME FOR PERSON  :NEW


Observσá tha⌠á a⌠á thi≤ menu¼á yo⌡ mus⌠ ente≥ eithe≥á thσá worΣá "NEW"(withou⌠ ì
quotes⌐á o≥á thσ ful∞ namσ oµ person'≤ compan∙ name¼á a≤ storeΣ iε thσá Persoε ì
file«  Iµ yo⌡ arσ unsurσ oµ ho≈ thσ namσ i≤ stored¼ ente≥ thσ firs⌠ lette≥ anΣ ì
thσá prograφá wil∞á displa∙ t∩ yo⌡ al∞ companie≤á beginninτá witΦá tha⌠á firs⌠ ì
letter«

=====================================================================



No≈á ente≥á thσá namσ "Loli≥ Lectronicsó int∩ thσ spacσ occupieΣ b∙á thσá worΣ ì
"NEW"¼ a≤ in (note all upper and lower case conventions):


             Full Company name for person  :Lolir Lectronics


You will then see the following screen:

======================================================================
The contact for Lolir Lectronics is :
è
Mr. Alan Lolir, [phone]



Comments from the Person File about Lolir Lectronics :



also, call 234-8056 ("Shari"), Jerry Prado works here
John Cauble will bring up SBT system



Press any key to continue...
=====================================================================



Thσá purposσá oµá thi≤á screeε i≤ t∩ sho≈ yo⌡ thσ originßl comment≤á froφá thσ ì
Person filσ abou⌠ thi≤ prospect«  Afte≥ yo⌡ theε ente≥ an∙ key¼ yo⌡ wil∞ seσ ì
the following screen:


 ================= Person and Activity Tracking System ====================

Name of contact:  Addressed as (Mr., Ms., Miss or Mrs.)    :Mr.
    First Name :Alan                      Last Name :Lolir
Full Company Name of Person :           Lolir Lectronics


Activity Date  :06/22/86               Time      :10:28:25
Address Line one :13933 N. Central Expressway
Address Line two :Suite 212
City :Dallas
State TX               Zip code 75243
Phone Number  :[phone]
Comments   :


Date of next appointment                               05/05/55
How much expense did you incur on this activity :         0.00


======================================================================



This screen serves to collect 3 items from you:

     Comments   :  (200 characters)
     Date of next Appointment  :                    <===leavσ thσ default datσ
                                                     alonσ unless you have an
                                                     appointment.
     How much expense did you incur on this activity :


Late≥á on¼á yo⌡ caε searcΦ througΦ al∞ oµ you≥ comment≤ fo≥ an∙ worΣ tha⌠á yo⌡ ì
entereΣá o≥á an∙ partia∞ worΣ b∙ goinτ t∩ thσ Maiε Prograφ Men⌡á anΣá invokinτ ì
Optioε 6¼á SEARC╚ THROUG╚ DATA«á  Oncσ tha⌠ searcΦ ha≤ identifieΣ thσ activit∙ ì
recorΣ iε whicΦ tha⌠ worΣ o≥ grou≡ oµ character≤ ha≤ occurred¼ i⌠ wil∞ displa∙ ì
thσ ful∞ commen⌠ anΣ person namσ t∩ yo⌡ fo≥ eacΦ occurrence.
è
Observσ als∩ tha⌠ iµ yo⌡ ente≥ aε appointmen⌠ int∩ thi≤ screen¼ ß wholσ se⌠ oµ ì
appointmen⌠ schedule≤ i≤ availablσ t∩ yo⌡ froφ thσ maiε prograφá menu¼á Optioε ì
7¼ APPOINTMEN╘ SCHEDULES«

Also¼ an∙ expensσ iteφ yo⌡ ente≥ fo≥ thi≤ prospec⌠ caε bσ summarizeΣ late≥ fo≥ ì
an∙á person¼á fo≥á an∙á perioΣ oµ time¼á usinτ Optioε 4¼á maiεá prograφá menu¼ ì
FINANCIA╠ REPORTS.


Iε an∙ case¼á afte≥ yo⌡ havσ entereΣ thσ informatioε abou⌠ tha⌠ prospect¼á yo⌡ ì
will see the following line appear on the bottom of your screen:


                  IF YOU WISH TO IGNORE THIS ENTRY, ENTER A "1"
                  Press any key to continue...

Iµ yo⌡ ente≥ ß "1ó (withou⌠ thσ quotes)¼ theε thi≤ entirσ recorΣ i≤ forgotten« ì
Otherwise, this activity record is appended to the Activity file.


Thσá reasoεá fo≥ thi≤ i≤ t∩ givσ yo⌡ thσ optioε oµ ignorinτ prospectinτá call≤ ì
tha⌠ werσ no⌠ completeΣ whilσ yo⌡ waiteΣ oε thσ phone«á Notσ tha⌠ iµ yo⌡ ente≥ ì
nothinτ iε thσ ┤ field≤ indicateΣ above¼á thσ recorΣ i≤ stil∞ saveΣ unde≥ tha⌠ ì
namσ oµ tha⌠ prospect¼ unles≤ yo⌡ issuσ thσ "1ó t∩ ignorσ it.


                       ================================
                      |           OPTION "G"          |
                      | RETRIEVING AN EXISTING RECORD |
                      =================================
                             (G to GET/EDIT data)

Thi≤á optioε operate≤ thσ samσ wa∙ a≤ thσ Person filσá Tutorial/Hel≡á screeε ì
describe≤á it«á Oncσá yo⌡á understanΣ ho≈ t∩ retrievσ ß recorΣ usinτá thσá "Gó ì
optioε iε thσ Person file¼á theε yo⌡ caε d∩ thσ samσ iε abou⌠ an∙ othe≥ par⌠ ì
oµ thσ program«

Observσá tha⌠á wheεá yo⌡ searcΦ fo≥ ß recorΣ iε thσá Activit∙á file¼á yo⌡á arσ ì
lookinτá fo≥ ß compan∙ name¼á usinτ thσ  "Só optioε withiε thσ "Gó screeεá (a≤ ì
describeΣá iε thσ Persoε filσ Tutorial)«á Oncσ yo⌡ finΣ thσ record¼á yo⌡á havσ ì
actuall∙á locateΣ thσ firs⌠ recorΣ  oµ al∞ oµ thσ Activit∙ record≤ unde≥á tha⌠ ì
compan∙ name«á  T∩ theε looδ a⌠ thσ record≤ "behindó tha⌠ firs⌠ one¼á usσá thσ ì
"Fóá anΣá "Pó option≤ (ForwarΣ anΣ Prior⌐ t∩ fli≡ bacδ anΣ fortΦ t∩á seσá eacΦ ì
record«á  Al∞á activit∙á record≤ fo≥ an∙ onσ prospec⌠ arσ groupeΣ togethe≥á b∙ ì
date¼ theε timσ oµ message.



                               ==============
                               |  OPTION 1: |
                               ==============

                 (1 to automatically make future activities.)

Thi≤ optioε wil∞ allo≈ yo⌡ t∩ creatσ multiplσ activitie≤ iε thσ future«á  Froφ ì
thi≤á menu¼á yo⌡ caε generatσ onσ activit∙ ever∙ │ week≤ fo≥ 1╕ month≤ fo≥ onσ ì
person«á  Anothe≥á possibilit∙ i≤ t∩ makσ activitie≤ ever∙  da∙ fo≥ ßá │á weeδ ì
period«á  ┴á thirΣá examplσá woulΣá bσ t∩á creatσá activitie≤á oεá alternatinτ ì
Thursday≤á fo≥á onσá persoεá fo≥á 2┤ months«á  Yo⌡ caεá elec⌠á t∩á makσá thosσ ì
activitie≤ oε ß da∙ oµ thσ week¼ sucΦ a≤ ever∙ thirΣ Thursday¼ o≥ oε ß datσ oµ ì
thσ month¼á sucΦ a≤ makinτ activitie≤ oε thσ 1st¼ 5th¼ anΣ 18tΦ oµ ever∙ montΦ ìèfo≥ onσ person.

Thσ possibilitie≤ arσ unlimited!