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

Text File | 1986-11-15 | 25.0 KB | 468 lines

                   *************SAMPLE REPORTS*************
                   ***********MANAGEMENT REPORTS***********

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******************************************************************************


          ************REPORTS FROM THE ACTIVITY FILE FOLLOW***********

Page No.     1       Person and Activity Tracking System
11/15/86
                        REPORT #1  FROM ACTIVITY FILE:
                            SORTED BY PHONE,PERSON
                                   AND DATE




** PHONE OF PERSON : [phone]
  Lolir Lectronics, 04/18/86  purchased SBT demo disk set for Alan.,
  Lolir Lectronics, 04/22/86  Had lunch with Alan, discussed purchase of SBT
software.,
  Lolir Lectronics, 05/03/86  had lunch with John on Monday, April 28, and
discussed his plans for expansion.,

** PHONE OF PERSON : [phone]
  Accounting & Tax Service, 01/01/86  We recently sent him some literature.
Meet with John to clarify how it pertains to his tax service (10AM),
  Accounting & Tax Service, 01/01/86  John would like have a conference call
with his customer to see if my service will help him (at 6PM),
  Texas Commerce Plumbing, 01/01/86  John would like to see the SBT demo
book.  Meet him at the Shady Trail office at 1PM,
  Texas Commerce Plumbing, 03/17/86  Had lunch with David and discussed his
plumbing business and how my software could do his work for him.,
  Texas Commerce Plumbing, 03/17/86  Met for lunch with David's CPA.,
  Texas Commerce Plumbing, 04/22/86  Purchased SBT accounting software demo
for him.,

** PHONE OF PERSON : [phone]
  Micro Distribution Center, 01/01/86  Meet Tom at 11:00 AM to discuss
pricing for his new line.,

** PHONE OF PERSON : [phone]
  Sabet Electronics, 01/01/86  Meet him at his store tomorrow for a demo.,

** PHONE OF PERSON : [phone]
  Fourcolor Data Systems, 01/01/86  See Steve at 9am for a presentation,
  Fourcolor Data Systems, 03/17/86  Sent Steve our promotional pack,
overnight air.,

** PHONE OF PERSON : [phone]
  North American Investment Corp., 01/01/86  On trip to Florida, meet with
èBen on Friday at 10am,

** PHONE OF PERSON : [phone]
  Rex Evilsizor, 01/01/86  Meet with Rex on Tuesday at 11AM to clarify his
subscription system requirements.,

** PHONE OF PERSON : [phone]
  Addmaster/Marchant, 01/01/86  I commited to Hugh to deliver a prototype of
the custom register system to him by Thursday at 4PM,
  Addmaster/Marchant, 01/01/86  Will meet with Hugh by conference call on
Friday at 3PM,



Page No.     1       Person and Activity Tracking System
11/15/86
                         REPORT #2 FROM ACTIVITY FILE:
                 SORTED BY LAST NAME, FIRST NAME, PERSON, DATE




** LAST NAME OF CONTACT : BEARD
  Texas Commerce Plumbing, 01/01/86, Mr. David Beard: John would like to see
the SBT demo book.  Meet him at the Shady Trail office at 1PM
  Texas Commerce Plumbing, 03/17/86, Mr. David Beard: Had lunch with David
and discussed his plumbing business and how my software could do his work for
him.
  Texas Commerce Plumbing, 03/17/86, Mr. David Beard: Met for lunch with
David's CPA.
  Texas Commerce Plumbing, 04/22/86, Mr. David Beard: Purchased SBT
accounting software demo for him.

** LAST NAME OF CONTACT : CAUBLE, JR.
  Accounting & Tax Service, 01/01/86, Mr. John D. Cauble, Jr.: We recently
sent him some literature.  Meet with John to clarify how it pertains to his
tax service (10AM)
  Accounting & Tax Service, 01/01/86, Mr. John D. Cauble, Jr.: John would
like have a conference call with his customer to see if my service will help
him (at 6PM)

** LAST NAME OF CONTACT : CLARY
  Addmaster/Marchant, 01/01/86, Mr. Hugh Clary: I commited to Hugh to deliver
a prototype of the custom register system to him by Thursday at 4PM
  Addmaster/Marchant, 01/01/86, Mr. Hugh Clary: Will meet with Hugh by
conference call on Friday at 3PM

** LAST NAME OF CONTACT : EVILSIZOR
  Rex Evilsizor, 01/01/86, Mr. Rex Evilsizor: Meet with Rex on Tuesday at
11AM to clarify his subscription system requirements.

** LAST NAME OF CONTACT : LIN
  Micro Distribution Center, 01/01/86, Mr. Tom Lin: Meet Tom at 11:00 AM to
discuss pricing for his new line.

** LAST NAME OF CONTACT : LOLIR
  Lolir Lectronics, 04/18/86, Mr. Alan Lolir: purchased SBT demo disk set for
Alan.
  Lolir Lectronics, 04/22/86, Mr. Alan Lolir: Had lunch with Alan, discussed
purchase of SBT software.
  Lolir Lectronics, 05/03/86, Mr. Alan Lolir: had lunch with John on Monday,
April 28, and discussed his plans for expansion.
è
** LAST NAME OF CONTACT : QUACH
  Sabet Electronics, 01/01/86, Mr. Doug Quach: Meet him at his store tomorrow
for a demo.

** LAST NAME OF CONTACT : SCOTKIN
  North American Investment Corp., 01/01/86, Mr. Ben Scotkin: On trip to
Florida, meet with Ben on Friday at 10am

** LAST NAME OF CONTACT : TAKIFF
  Fourcolor Data Systems, 01/01/86, Mr. Steve Takiff: See Steve at 9am for a
presentation


Page No.     2       Person and Activity Tracking System
11/15/86
                         REPORT #2 FROM ACTIVITY FILE:
                 SORTED BY LAST NAME, FIRST NAME, PERSON, DATE




  Fourcolor Data Systems, 03/17/86, Mr. Steve Takiff: Sent Steve our
promotional pack, overnight air.



Page No.     1       Person and Activity Tracking System
11/15/86
                         REPORT #3 FROM ACTIVITY FILE:
                 SORTED BY FIRST NAME, LAST NAME, PERSON, DATE




** FIRST NAME : ALAN
  04/18/86, Mr. Alan Lolir: Lolir Lectronics, purchased SBT demo disk set for
Alan.
  04/22/86, Mr. Alan Lolir: Lolir Lectronics, Had lunch with Alan, discussed
purchase of SBT software.
  05/03/86, Mr. Alan Lolir: Lolir Lectronics, had lunch with John on Monday,
April 28, and discussed his plans for expansion.

** FIRST NAME : BEN
  01/01/86, Mr. Ben Scotkin: North American Investment Corp., On trip to
Florida, meet with Ben on Friday at 10am

** FIRST NAME : DAVID
  01/01/86, Mr. David Beard: Texas Commerce Plumbing, John would like to see
the SBT demo book.  Meet him at the Shady Trail office at 1PM
  03/17/86, Mr. David Beard: Texas Commerce Plumbing, Had lunch with David
and discussed his plumbing business and how my software could do his work for
him.
  03/17/86, Mr. David Beard: Texas Commerce Plumbing, Met for lunch with
David's CPA.
  04/22/86, Mr. David Beard: Texas Commerce Plumbing, Purchased SBT
accounting software demo for him.

** FIRST NAME : DOUG
  01/01/86, Mr. Doug Quach: Sabet Electronics, Meet him at his store tomorrow
for a demo.

è** FIRST NAME : HUGH
  01/01/86, Mr. Hugh Clary: Addmaster/Marchant, I commited to Hugh to deliver
a prototype of the custom register system to him by Thursday at 4PM
  01/01/86, Mr. Hugh Clary: Addmaster/Marchant, Will meet with Hugh by
conference call on Friday at 3PM

** FIRST NAME : JOHN D.
  01/01/86, Mr. John D. Cauble, Jr.: Accounting & Tax Service, We recently
sent him some literature.  Meet with John to clarify how it pertains to his
tax service (10AM)
  01/01/86, Mr. John D. Cauble, Jr.: Accounting & Tax Service, John would
like have a conference call with his customer to see if my service will help
him (at 6PM)

** FIRST NAME : REX
  01/01/86, Mr. Rex Evilsizor: Rex Evilsizor, Meet with Rex on Tuesday at
11AM to clarify his subscription system requirements.

** FIRST NAME : STEVE
  01/01/86, Mr. Steve Takiff: Fourcolor Data Systems, See Steve at 9am for a
presentation
  03/17/86, Mr. Steve Takiff: Fourcolor Data Systems, Sent Steve our
promotional pack, overnight air.

** FIRST NAME : TOM
Page No.     2       Person and Activity Tracking System
11/15/86
                         REPORT #3 FROM ACTIVITY FILE:
                 SORTED BY FIRST NAME, LAST NAME, PERSON, DATE




  01/01/86, Mr. Tom Lin: Micro Distribution Center, Meet Tom at 11:00 AM to
discuss pricing for his new line.



Page No.     1       Person and Activity Tracking System
11/15/86
                         REPORT #4 FROM ACTIVITY FILE:
                        SORTED BY PERSON, CONTACT, DATE




** PERSON : ACCOUNTING & TAX SERVICE
  Accounting & Tax Service, 01/01/86, Mr. John D. Cauble, Jr., [phone],
We recently sent him some literature.  Meet with John to clarify how it
pertains to his tax service (10AM)
  Accounting & Tax Service, 01/01/86, Mr. John D. Cauble, Jr., [phone],
John would like have a conference call with his customer to see if my service
will help him (at 6PM)

** PERSON : ADDMASTER/MARCHANT
  Addmaster/Marchant, 01/01/86, Mr. Hugh Clary, [phone], I commited to
Hugh to deliver a prototype of the custom register system to him by Thursday
at 4PM
  Addmaster/Marchant, 01/01/86, Mr. Hugh Clary, [phone], Will meet with
Hugh by conference call on Friday at 3PM

** PERSON : FOURCOLOR DATA SYSTEMS
è  Fourcolor Data Systems, 01/01/86, Mr. Steve Takiff, [phone], See
Steve at 9am for a presentation
  Fourcolor Data Systems, 03/17/86, Mr. Steve Takiff, [phone], Sent
Steve our promotional pack, overnight air.

** PERSON : LOLIR LECTRONICS
  Lolir Lectronics, 04/18/86, Mr. Alan Lolir, [phone], purchased SBT
demo disk set for Alan.
  Lolir Lectronics, 04/22/86, Mr. Alan Lolir, [phone], Had lunch with
Alan, discussed purchase of SBT software.
  Lolir Lectronics, 05/03/86, Mr. Alan Lolir, [phone], had lunch with
John on Monday, April 28, and discussed his plans for expansion.

** PERSON : MICRO DISTRIBUTION CENTER
  Micro Distribution Center, 01/01/86, Mr. Tom Lin, [phone], Meet Tom
at 11:00 AM to discuss pricing for his new line.

** PERSON : NORTH AMERICAN INVESTMENT CORP.
  North American Investment Corp., 01/01/86, Mr. Ben Scotkin, [phone],
On trip to Florida, meet with Ben on Friday at 10am

** PERSON : REX EVILSIZOR
  Rex Evilsizor, 01/01/86, Mr. Rex Evilsizor, [phone], Meet with Rex on
Tuesday at 11AM to clarify his subscription system requirements.

** PERSON : SABET ELECTRONICS
  Sabet Electronics, 01/01/86, Mr. Doug Quach, [phone], Meet him at his
store tomorrow for a demo.

** PERSON : TEXAS COMMERCE PLUMBING
  Texas Commerce Plumbing, 01/01/86, Mr. David Beard, [phone], John
would like to see the SBT demo book.  Meet him at the Shady Trail office at
1PM
  Texas Commerce Plumbing, 03/17/86, Mr. David Beard, [phone], Had
lunch with David and discussed his plumbing business and how my software
could do his work for him.


Page No.     2       Person and Activity Tracking System
11/15/86
                         REPORT #4 FROM ACTIVITY FILE:
                        SORTED BY PERSON, CONTACT, DATE




  Texas Commerce Plumbing, 03/17/86, Mr. David Beard, [phone], Met for
lunch with David's CPA.
  Texas Commerce Plumbing, 04/22/86, Mr. David Beard, [phone],
Purchased SBT accounting software demo for him.


Page No.     1       Person and Activity Tracking System
11/15/86
                         REPORT #5 FROM ACTIVITY FILE:
                      SORTED BY ZIP, CITY, STATE,CONTACT




** ZIP CODE 0
      0, Forth Worth, TX, , Mr. Rex Evilsizor: Meet with Rex on Tuesday at
è11AM to clarify his subscription system requirements.

** ZIP CODE 33432
  33432, Boca Raton, FL, , Mr. Ben Scotkin: On trip to Florida, meet with Ben
on Friday at 10am

** ZIP CODE 45459
  45459, Dayton, OH, , Mr. Steve Takiff: See Steve at 9am for a presentation
  45459, Dayton, OH, , Mr. Steve Takiff: Sent Steve our promotional pack,
overnight air.

** ZIP CODE 75081
  75081, Richardson, TX, , Mr. Tom Lin: Meet Tom at 11:00 AM to discuss
pricing for his new line.

** ZIP CODE 75229
  75229, Dallas, TX, , Mr. David Beard: John would like to see the SBT demo
book.  Meet him at the Shady Trail office at 1PM
  75229, Dallas, TX, , Mr. David Beard: Had lunch with David and discussed
his plumbing business and how my software could do his work for him.
  75229, Dallas, TX, , Mr. David Beard: Met for lunch with David's CPA.
  75229, Dallas, TX, , Mr. David Beard: Purchased SBT accounting software
demo for him.
  75229, Dallas, TX, , Mr. John D. Cauble, Jr.: We recently sent him some
literature.  Meet with John to clarify how it pertains to his tax service
(10AM)
  75229, Dallas, TX, , Mr. John D. Cauble, Jr.: John would like have a
conference call with his customer to see if my service will help him (at 6PM)

** ZIP CODE 75243
  75243, Dallas, TX, , Mr. Alan Lolir: purchased SBT demo disk set for Alan.
  75243, Dallas, TX, , Mr. Alan Lolir: Had lunch with Alan, discussed
purchase of SBT software.
  75243, Dallas, TX, , Mr. Alan Lolir: had lunch with John on Monday, April
28, and discussed his plans for expansion.
  75243, Dallas, TX, , Mr. Doug Quach: Meet him at his store tomorrow for a
demo.

** ZIP CODE 91016
  91016, Monrovia, CA, , Mr. Hugh Clary: I commited to Hugh to deliver a
prototype of the custom register system to him by Thursday at 4PM
  91016, Monrovia, CA, , Mr. Hugh Clary: Will meet with Hugh by conference
call on Friday at 3PM


Page No.     1       Person and Activity Tracking System
11/15/86
                         REPORT #6 FROM ACTIVITY FILE:
                        SORTED BY CITY, PERSON,CONTACT




** CITY  : Boca Raton
  Boca Raton, North American Investment Corp., Mr. Ben Scotkin, On trip to
Florida, meet with Ben on Friday at 10am

** CITY  : Dallas
  Dallas, Accounting & Tax Service, Mr. John D. Cauble, Jr., We recently sent
him some literature.  Meet with John to clarify how it pertains to his tax
service (10AM)
  Dallas, Accounting & Tax Service, Mr. John D. Cauble, Jr., John would like
èhave a conference call with his customer to see if my service will help him
(at 6PM)
  Dallas, Lolir Lectronics, Mr. Alan Lolir, purchased SBT demo disk set for
Alan.
  Dallas, Lolir Lectronics, Mr. Alan Lolir, Had lunch with Alan, discussed
purchase of SBT software.
  Dallas, Lolir Lectronics, Mr. Alan Lolir, had lunch with John on Monday,
April 28, and discussed his plans for expansion.
  Dallas, Sabet Electronics, Mr. Doug Quach, Meet him at his store tomorrow
for a demo.
  Dallas, Texas Commerce Plumbing, Mr. David Beard, John would like to see
the SBT demo book.  Meet him at the Shady Trail office at 1PM
  Dallas, Texas Commerce Plumbing, Mr. David Beard, Had lunch with David and
discussed his plumbing business and how my software could do his work for him.
  Dallas, Texas Commerce Plumbing, Mr. David Beard, Met for lunch with
David's CPA.
  Dallas, Texas Commerce Plumbing, Mr. David Beard, Purchased SBT accounting
software demo for him.

** CITY  : Dayton
  Dayton, Fourcolor Data Systems, Mr. Steve Takiff, See Steve at 9am for a
presentation
  Dayton, Fourcolor Data Systems, Mr. Steve Takiff, Sent Steve our
promotional pack, overnight air.

** CITY  : Forth Worth
  Forth Worth, Rex Evilsizor, Mr. Rex Evilsizor, Meet with Rex on Tuesday at
11AM to clarify his subscription system requirements.

** CITY  : Monrovia
  Monrovia, Addmaster/Marchant, Mr. Hugh Clary, I commited to Hugh to deliver
a prototype of the custom register system to him by Thursday at 4PM
  Monrovia, Addmaster/Marchant, Mr. Hugh Clary, Will meet with Hugh by
conference call on Friday at 3PM

** CITY  : Richardson
  Richardson, Micro Distribution Center, Mr. Tom Lin, Meet Tom at 11:00 AM to
discuss pricing for his new line.


    ***************REPORT FROM THE PERSON FILE FOLLOWS**************



Page No.     1       Person and Activity Tracking System
11/15/86
                                  PERSON FILE

                               sorted by person
           with full address, phone number, and contact printed out




** PERSON  : ACCOUNTING & TAX SERVICE
  Accounting & Tax Service, 11056 Shady Trail, Suite 101,Dallas, TX, 75229,
[phone], Mr. John D. Cauble, Jr., He is the accountant who does some
work for Lolir Lectronics (also call [phone])

** PERSON  : ADDMASTER/MARCHANT
  Addmaster/Marchant, 2000 South Myrtle Ave, ,Monrovia, CA, 91016,
[phone], Mr. Hugh Clary, They have the Marchant Retail System
è
** PERSON  : FOURCOLOR DATA SYSTEMS
  Fourcolor Data Systems, 7011 Malabar Street, ,Dayton, OH, 45459,
[phone], Mr. Steve Takiff, also, call 800-3-4-color, they produce
FASTBASE III

** PERSON  : LOLIR LECTRONICS
  Lolir Lectronics, 13933 N. Central Expressway, Suite 212,Dallas, TX, 75243,
[phone], Mr. Alan Lolir, also, call 234-8056 ("Shari"), Jerry Prado
works here John Cauble will bring up SBT system

** PERSON  : MICRO DISTRIBUTION CENTER
  Micro Distribution Center, 1701 N. Greenville, Suite 905,Richardson, TX,
75081, [phone], Mr. Tom Lin, is this the same as the Taiwanese Mfg
(Larry at 644-9396)?

** PERSON  : NORTH AMERICAN INVESTMENT CORP.
  North American Investment Corp., 1951 N.W. 19th Street, Suite 200,Boca
Raton, FL, 33432, [phone], Mr. Ben Scotkin, He has an investor's BBS.
Also, call [phone]

** PERSON  : P.O. BOX
  P.O. BOX, 2116 E. Arapaho, P.O. Box 3823,Richardson, TX, 75081,
[phone], Ms. Alyce Fisher, they currently have an 8bit system, written
in compiled basic,and would like to upgrade.

** PERSON  : REX EVILSIZOR
  Rex Evilsizor, , ,Forth Worth, TX,     0, [phone], Mr. Rex Evilsizor,
prints magazine listing of 4,500 motels already inputted 450 records into
Symphony

** PERSON  : SABET ELECTRONICS
  Sabet Electronics, 13650 Floyd, Suite 104,Dallas, TX, 75243, [phone],
Mr. Doug Quach, He is owner (or co-owner with Twan), has some programming
skills, and tried to bring up a Dbase III POS system himself

** PERSON  : TEXAS COMMERCE PLUMBING
  Texas Commerce Plumbing, 11056 Shady Trail, Suite,Dallas, TX, 75229,
[phone], Mr. David Beard, interested in an estimating program, handling
material,labor hours,markup,rate, for plumbing