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-
-
- THIS IS THE FILE TUTORIAL.DOC
-
-
- SYSTEM REQUIREMENTS
-
- WHAT YOU NEED IN ORDER TO USE "THE FUND-RAISER'S ASSISTANT"
-
- "The Fund-Raiser's Assistant" requires an IBM-compatible
- computer with 640K of internal RAM memory, a hard disk and a
- printer. An AT class machine is strongly recommended and a 386
- is even better.
-
- Make sure you have at least 580K of your RAM memory available.
- Remove memory resident programs.
-
- The program starts out assuming your printer is Epson
- compatible. If it's not, make sure to go to the printer set up
- section in the maintenance menu as soon as possible.
-
- Make sure your config.sys file sets "files" to at least 40 and
- "buffers" to at least 30.
-
-
-
-
- HARD DISK INSTALLATION
-
- (NOTE: If you already have a subdirectory called "Fundrais", a
- batch file called "Fundrais.bat", or do not want to install "The
- Fund-Raiser's Assistant" on your C drive, call Knowledge in
- Action at the above number for special assistance with your
- installation.)
-
- To load "The Fund-Raiser's Assistant" onto your hard disk, make
- sure the DOS prompt is at the drive (such as A>) or subdirectory
- (if you have downloaded it from a bulletin board). Then type:
-
- "Install"
-
- Turn on your printer and print the manual by typing "manual"
-
- Make sure to watch the demonstrations(see next section) and work
- through the tutorial.
-
- All the information necessary to run "The Fund-Raiser's
- Assistant" is now in place. The program can be started at the
- main C:\> prompt by typing:
-
- Fundrais
-
- If you decide to remove "The Fund-Raiser's Assistant" from your
- computer, insert your original floppy disk, move to the "A:" or
- "B:" drive and type "uninstall".
-
-
-
- Fund-Raiser's Assistant TUTORIAL Page 1
-
-
-
-
-
-
-
- TUTORIAL FOR "THE FUND-RAISER'S ASSISTANT"
-
- Because you will actually enter data into the Fund-Raiser's
- Assistant as you work through this tutorial, you should do it
- before you enter any of your own information that you want to
- keep. Otherwise, you will have extraneous information from the
- tutorial mixed in with your own data.
-
- AFTER RUNNING THE TUTORIAL
-
- After running the tutorial, you will probably want to remove the
- information you entered. The easiest way to do this will be to
- just reinstall the program. Insert your distribution disk in
- the floppy drive and move to the "A:" or "B:" prompt. Type
- "uninstall". This will remove The Fund-Raiser's Assistant.
- Then move back to the "A:" or "B:" prompt again and type
- "install". This will reinstall The Fund-Raiser's Assistant in
- its original form.
-
-
- ABOUT THE TUTORIAL
-
- This tutorial will introduce you to many of the features of "The
- Fund-Raiser's Assistant".
-
- Your computer must be attached to a printer.
-
- NOTE: If you make a mistake and don't do exactly as instructed,
- don't worry. You'll learn how to correct mistakes and, after
- all, this is only a tutorial, so the accuracy of your entries
- isn't as important as the understanding you get of "The Fund-
- Raiser's Assistant".
-
- Working through this section will give you a tutorial on the
- major features of "The Fund-Raiser's Assistant". You will learn
- how to:
-
- 1) Use the Maintenance Routines,
- 2) Record contributions,
- 3) Review the success of your activities,
- 4) Select which people to include in reports, including how
- to use the Flexible Hierarchical Selection feature for
- Advanced Users and
- 5) Prepare reports.
-
- Just follow the instructions step-by-step below. Full details on
- "The Fund-Raiser's Assistant" are included in the rest of this
- manual which follows.
-
- If the program isn't already installed on your computer, follow
-
- Fund-Raiser's Assistant TUTORIAL Page 2
-
-
- the instructions in the manual above.
-
- From the C:> prompt, type "fundrais". The first time you use
- "The Fund-Raiser's Assistant", it will take a moment to build
- some index files it needs. You'll also see our message about
- shareware and our philosophy.
-
- Soon you will see an introduction screen.
-
- Type in the correct date (using the MM/DD/YY format) or press
- the {enter} key if the date displayed is correct. Then press
- the {enter} key to keep your current status as a Regular User.
-
-
- Press "N" followed by the {enter} key again to bypass
- information on Knowledge In Action Shareware and our philosophy
- about computer software (since you just saw it).
-
-
- MAINTENANCE ROUTINES
-
- At the MAIN MENU, choose "1" to work with the Maintenance
- Routines. Because you're a Regular User, you'll have to press
- the {enter} key after typing the number of your menu choice.
- The MAINTENANCE MENU will appear.
-
- Enter "2" to change default values.
-
- Enter "1" to change the default area code. Enter the area code
- for your community. This will be automatically inserted
- whenever a new person is added. If the person has a different
- area code, you will be able to type over it.
-
- Similarly, you could also enter a default city or state that
- would be automatically added to new people.
-
- Enter "5" to change the organization's name. Type your
- organization. Notice that this new organization name now appears
- at the top of the screen.
-
- Choose "0" to return to the Maintenance Menu.
-
- Choose "4" to work with the dictionaries.
-
- Choose "2" to work with the Adjective and Occupation Dictionary.
- Choose "1" to add new codes. You will be asked for the code
- you want to add. Type "Phoner" and press the {enter} key. When
- you are asked for the description for Phoner, type "Works phone
- banks" and press the "{enter}" key. Use the same procedure to
- add "Attorney", description "Attorney" and "Voter Reg",
- description "Interested in Voter Registration". To indicate
- that you are finished, press the {enter} key without typing a
- code when you are prompted for the next code. You will return to
- the WORKING WITH ADJECTIVES AND OCCUPATIONS menu.
-
-
- Fund-Raiser's Assistant TUTORIAL Page 3
-
-
- It is a good idea to have a list of codes available to your
- coders and data entry people, so choose "3" to list the codes in
- the dictionary. Choose "1" to list them alphabetically by code.
- Choose "2" to print them. Make sure your printer is on and
- press the enter key. Press the enter key to start at the
- beginning. When the codes have been printed, choose "0" to
- return to the CODE DICTIONARY MENU.
-
- Although it is always best to plan out the codes you will be
- using, it is not a necessary requirement for "The Fund-Raiser's
- Assistant". As you are recording information, if a code is not
- in the dictionary when you want to use it, it is very simple to
- add it.
-
- Choose "0" to return to the MAINTENANCE MENU.
-
- Choose "0" to return to the MAIN MENU.
-
-
- RECORDING CONTRIBUTIONS
-
- In this section of the tutorial, you will learn how to record
- moneys received, the name of the contributor, and the activity
- which generated the contribution. You will also learn how easy
- it is to add new people to your database as needed. "The Fund-
- Raiser's Assistant" will automatically prepare computer mail
- merge files for you to send thank-you notes to each contributor.
-
- From the MAIN MENU, enter 2 to record money received. Don't
- forget to press the enter key.
-
- IMPORTANT NOTE: Recording contributions is a two step process.
- First, you build a working file of contributions. Corrections
- can easily be made to this file. After you have printed out the
- contents of this working file and verified that they are
- correct, you will instruct the computer to post the
- contributions to the various accounts. Only after this second
- step will the contributions actually appear in people's
- contribution history.
-
- RECORD THE FIRST CONTRIBUTION:
-
- You will be prompted for an activity code. Type "Sumpter". The
- program will tell you Sumpter is not in its dictionary of
- activities.
-
- The Fund-Raiser's Assistant uses dictionaries to prevent
- typographical errors because there's nothing more annoying than
- not being able to include someone in a mailing because they were
- coded as a "lawyr" instead of a "lawyer" and you are looking for
- "lawyer". For many types of identifiers, including activities,
- The Fund-Raiser's Assistant keeps a dictionary of all the
- identifiers you have used. If you type something that isn't in
- the dictionary, you are told so. That way, if you have made a
- typographical error, you can correct it. If you are using a
-
- Fund-Raiser's Assistant TUTORIAL Page 4
-
-
- valid code for the first time, you can easily add it to the
- dictionary.
-
- Enter 2 to add Sumpter to the Activity dictionary. For the
- Description, type "Lunch at Fort Sumpter". You will be asked
- which campaign account this activity is for. Eventually, this
- program will probably contain contributions for multiple
- campaigns - If you're a political user, the Primary and the
- General Election, and for other users, building fund campaigns,
- endowment campaigns et al. The Fund-Raiser's Assistant can
- track as many campaigns as you want. For users with reporting
- requirements and contribution limits(e.g. campaigns), it is
- vital to keep contributions for each campaign separate. All
- users will benefit from accurate record keeping so you can know
- how each of your campaigns did raising money. As you will see
- later, The Fund-Raiser's Assistant has a number of reports about
- campaigns.
-
- Type "Abe Prim" as the campaign account. "The Fund-Raiser's
- Assistant" will tell you that Abe Prim is not in its dictionary
- of campaigns.
-
- Enter 2 to add "Abe Prim" to the Dictionary. Type "Abe
- Lincoln's Primary" as the description.
-
- Next, you'll be asked who the client is. Clients are
- candidates, initiatives or other similar entities. Type
- "Lincoln". You'll be told "Lincoln" is not in the dictionary of
- clients. Choose to add "Lincoln" to the dictionary. Leave the
- description as "Lincoln".
-
- "The Fund-Raiser's Assistant" will notify you that it is
- initializing a record of contributions for this client and
- campaign.
-
- Verify or change the date of the contribution.
-
- You will be asked for the name of the contributor. Note that
- their are separate lines for the first and last name.
-
- Type "Ulysses" as the first name and "Grant" as the last name.
- (If you don't capitalize the first letter of these names, "The
- Fund-Raiser's Assistant will do it for you) Leave the company
- name blank(If you won't ever be searching by company name, you
- can eliminate that option in the maintenance menu). You will be
- told there are no Ulysses Grants.
-
- Answer "Y" when asked if you want to add one. The screen will
- change. The third line tells you that you are entering home
- information. Fill in "Joyce" as the spouse and "H" to send mail
- to the home address. Assuming they live at 134 South Ramie
- Way, enter 134 as the street #, don't enter a fraction (use this
- field if the address is 134 1/2 et al), enter "S" as the prefix,
- "Ramie" as the street, "Way" as the type, nothing for the
- suffix, and leave the apartment blank. There are three lines for
-
- Fund-Raiser's Assistant TUTORIAL Page 5
-
-
- the home address. Leave the second and third address lines
- blank. If you don't use the second and/or third addresses, The
- Fund-Raiser's Assistant will automatically compensate so the
- blank line will not appear in your correspondence. Enter
- "Washington" as the city, "DC" as the state, "00000" as the zip
- code, and type "808" over your default area code, and "2454444"
- (the dash is automatically inserted) for the home phone number.
- Press enter to move from one item to another. Press ctrl-W (hold
- down the control key and press the "W" key) when you are
- finished.
-
- You will be asked to indicate the gender of this person. Since
- it is a man and a woman, select "4" for couple.
-
- Next, you will be asked for the political party. Enter "0" for
- unknown. If political information is not important to you, you
- can turn off this option in the Maintenance Menu.
-
- When you are finished entering this information, suggested
- salutations and mailing names will be displayed for mail being
- sent to both the home and the office. Because only a first name
- was given for the spouse, the program assumes Ulysses and Joyce
- both have the same last name. Notice that the home salutation
- information contains both names while the work information only
- contains Ulysses' name.
-
- There are special fields for mailing names and salutations so
- you can get it exactly right for everyone in your database. You
- can recall people by their real names AND address them however
- they wish. This is how labels, envelopes and mail merge will
- appear. Change it or leave it alone. Use the enter/return key
- to move from one line to another.
-
- The PEOPLE MENU of choices will appear.
-
- Enter "8" to record the occupation.
-
- When prompted for an occupation code, type "Soldier". You will
- be told Soldier is not in the dictionary.
-
- Enter option 2 to add "Soldier" to the dictionary. Type "Member
- of the Armed Services" as the description.
-
- The people menu will reappear.
-
- Enter "9" to record family information. Enter "03/01/78" for
- the Anniversary. Add a child named "Block" with a birthday of
- "06/12/81". Press ctrl-W to leave the rest of the family
- information blank.
-
- The PEOPLE menu will reappear.
-
- Enter 5 to use adjectives to describe Ulysses and Joyce Grant.
-
- Type "Defense" when asked for an adjective. Enter 2 to add it to
-
- Fund-Raiser's Assistant TUTORIAL Page 6
-
-
- the dictionary. Type "Interested in Defense Issues" as the
- description.
-
- Note that "Defense" now appears above the line as a "current"
- adjective.
-
- Type "Phoner" when next prompted for an adjective. Because you
- added it to the dictionary earlier, it will be automatically
- added.
-
- OOPS! Phoner does not belong with this person's adjectives. To
- remove it, just type "phoner" when prompted for the next
- adjective. If you type the code for an adjective that is already
- attached to a person, "The Fund-Raiser's Assistant" assumes you
- want to remove it.
-
- Leave the field blank when prompted for the next adjective.
- You will return to the PEOPLE MENU of choices.
-
- Enter 0 to save Ulysses and Joyce Grant as is and you will
- return to the screen for recording contributions.
-
- Enter $30 for the amount.
-
- Enter "9877" for the check number.
-
- Respond "N" when asked if this is an in-kind contribution.
-
- Respond "N" to the option for changing basic information.
-
- Respond "Y" when asked if the information is correct.
-
- RECORD ANOTHER CONTRIBUTION:
-
- Press enter to repeat "Sumpter" as the activity. Press enter to
- repeat the date.
-
- Type "Casie" for the first name and "Jones" for the last name.
- Leave the company blank. You will be told there is no such
- person.
-
- Respond "Y" to add Casie Jones.
-
- Leave the spouse blank and use "W" to send mail to the work
- address. Press ctrl-w to leave the rest of the home information
- blank. Select "2" to identify the gender as female and "0" for
- an unknown political party.
-
- Leave the salutations and mailing names as suggested.
-
- At the PEOPLE MENU, select 2 to enter the business address.
- Enter "President" as her title. Enter "Jones Enterprises" as
- the company name. Make up a street address for her work and
- enter "Washington" as the work city. Press ctrl-W.
-
-
- Fund-Raiser's Assistant TUTORIAL Page 7
-
-
- From the PEOPLE MENU, select 5 to use adjectives to describe
- Casie Jones.
-
- Type "Phoner" as the first adjective.
-
- Leave blanks when prompted for the next adjective. You will
- return to the people menu.
-
- Enter "9" to record family information. Enter "11/17/44" as
- Casie's Birthday. Press ctrl-W to finish recording family
- information.
-
- You will return to the People Menu.
-
- Enter 0 to save Casie Jones and return to recording
- contributions.
-
- Enter 350 for the amount.
-
- Enter "1233" as the check number.
-
- Respond "N" when asked if this is an in-kind contribution.
-
- Respond "N" to the changing basic information option.
-
- Type "Y" to verify that the information is correct.
-
- RECORD ANOTHER CONTRIBUTION:
-
- Record a contribution from a different activity by typing
- "Appomattox" over the current default of Sumpter. You will be
- told "Appomattox" is not in the dictionary.
-
- Enter "2" to add it to the dictionary. Type "Lunch at the
- Appomattox Courthouse" as the description.
-
- Type "Abe Prim" as the campaign account.
-
- Change or verify the date.
-
- Type "Mary" as the first name and "Todd" as the last name.
-
- Add Mary Todd by typing "Y".
-
- Start recording basic information.
-
- Record "Bob Thompson" as the spouse, send information to the
- home address and fill in the other information as desired.
-
- For gender, indicate they are a couple.
-
- Enter a political party.
-
- Since the spouse has a different last name(Thompson), "The Fund-
- Raiser's Assistant" assumes both full names should appear on
-
- Fund-Raiser's Assistant TUTORIAL Page 8
-
-
- mailings to their home. Change the mailing names and salutation
- as desired.
-
- From the PEOPLE MENU, choose "8" to enter an occupation.
-
- When prompted for an occupation code, type "Doctor".
-
- Add "Doctor" to the dictionary.
-
- Type "0" to save them.
-
- Enter 250 as the amount.
-
- Enter 5546 as the check number.
-
- Respond "N" when asked if this is an in-kind contribution.
-
- Respond "N" to the changing basic information option.
-
- Respond "Y" to verify the information is correct.
-
- RECORD ANOTHER CONTRIBUTION:
-
- When prompted for the activity, type "Sumpter" over the default
- Appomattox. You'll have to add blanks at the end to cover the
- "tox" at the end of Appomattox.
-
- Change or verify the date.
-
- Type "Ulysses" as the first name and "Grant" as the last name.
-
- Type "1" to verify it has selected the correct Ulysses Grant.
- If this were a different Ulysses Grant, you could add that
- person.
-
- Enter 190 as the amount.
-
- Enter "4322" as the check number.
-
- Respond "N" when asked if this was an in-kind contribution.
-
- "N" to the change basic information option.
-
- "Y" to verify the information is correct.
-
- RECORD ANOTHER CONTRIBUTION:
-
- Repeat "Sumpter" as the activity.
-
- Verify the date.
-
- Type "Mary" as the first name and "Todd" as the last name.
-
- Type "1" to verify it is the correct Mary Todd.
-
-
- Fund-Raiser's Assistant TUTORIAL Page 9
-
-
- Enter 50 as the amount.
-
- Leave the check number blank.
-
- Respond "Y" when asked if this was an in-kind contribution.
-
- Respond "Y" to changing basic information. You will see the
- PEOPLE MENU and can change or verify any information you like.
- This is useful if you have a new address or want to verify an
- old address or phone number. Instead of requiring a separate
- operation, you can do it while you record the contribution.
-
- Press "0" to save Mary Todd as is.
-
- Type "Y" to verify the information is correct.
-
- RECORD ANOTHER CONTRIBUTION:
-
- Make a typographical error and type "Zappomatik" as the activity
- instead of "Appomattox". You will be told this code is not in
- the dictionary.
-
- Enter 3 to see a list of the available codes. Enter "1" to see
- them alphabetically by code.
-
- Leave the prompt blank to see all codes starting from the
- beginning. If you had forgotten what codes you were using, you
- would now have a chance to look at them.
-
- Type "Appomattox". Verify the date.
-
- It isn't necessary to enter the first name. Just type "Grant"
- as the last name. You'll be shown everyone with a last name
- beginning with the characters "Grant". There is only one.
-
- Type "1" to confirm this is the correct Ulysses Grant.
-
- Enter 70 as the amount.
-
- Enter "8120" as the check number.
-
- Respond "N" when asked if this was an in-kind contribution.
-
- "N" to change basic information.
-
- "Y" to verify the information is correct.
-
- RECORD ANOTHER CONTRIBUTION:
-
- Record a contribution from a different activity by typing "Ford"
- over the current default of Appomattox. (Make sure you add
- enough spaces at the end to type over any characters remaining
- from the default.) You will be told "Ford" is not in the
- dictionary.
-
-
- Fund-Raiser's Assistant TUTORIAL Page 10
-
-
- Enter "2" to add it to the dictionary. Type "Reception at the
- Ford Theater" as the description.
-
- Type "Abe Genl" as the campaign account. You'll be told this
- code isn't in the dictionary. Enter "2" to add it. Type
- "Lincoln General Election" as the description.
-
- Enter "Lincoln" for the client.
-
- Change or verify the date.
-
- Type "Joyce" as the first name and "Grant" as the last name.
- Because Joyce is the spouse of Ulysses, "The Fund-Raiser's
- Assistant" can find her record.
-
- Type "1" to verify this is the correct Ulysses and Joyce Grant.
-
- Enter 340 as the amount.
-
- Enter "8199" as the check number.
-
- Respond "N" when asked if this was an in-kind contribution.
-
- "N" to change basic information.
-
- "Y" to verify the information is correct.
-
- FINISH RECORDING CONTRIBUTIONS:
-
- Finish this section by typing all spaces when prompted for an
- activity code.
-
- Select "2" to continue to the next step. If you had selected
- "1", you would have stopped entering contributions. Your work
- file would have been saved for later use, but the contributions
- would not have been added to the individual contribution
- histories.
-
- Select 2 to print the list of the contributions you've entered.
- Make sure your printer is on and press the enter key.
-
- Now you'll get a list of all contributions in the order in which
- you recorded them so you can easily compare what you entered to
- your hand written records and checks.
-
- Press "2" to indicate the contributions are not correct and you
- want to change or delete some contributions.
-
- Type "Grant" as the person whose contribution you want to
- correct. The "Fund-Raiser's Assistant" will show you each
- contribution from Grant.
-
- Enter "N" when asked if you want are referring to the $30
- contribution via check #9877. Don't forget to press the enter
- key.
-
- Fund-Raiser's Assistant TUTORIAL Page 11
-
-
-
- Enter "Y" to when asked if you are referring to the $190
- contribution via check #4322.
-
- Enter "1" to indicate you want to change the contribution.
-
- Leave the date the same, but change the amount to $160.
- Continue to press the enter/return key to keep the rest of the
- information the same.
-
- When you are asked for the name of the next person, leave it
- blank to indicate you are finished.
-
- Enter "2" to print out the corrected work file.
-
- Select 2 to print the summary on the printer. Make sure your
- printer is on and press the enter key.
-
- The contributions are still not a part of the permanent record
- and would not be shown with the people, nor could they be a
- factor in any selections or reports.
-
- You would now compare this printout to your source documents.
- Assuming they match, select "1" to update the contribution
- histories.
-
- Select 2 to print on the printer. Make sure your printer is on
- and press the enter key.
-
- You'll get a separate list for each activity which includes each
- contributor, their occupation and the amount given.
-
- The contributions are now part of the permanent record and will
- appear on reports and be factors in selections.
-
- Now you have the option of sending separate dBase III Plus files
- to your word processing subdirectory for each activity, so you
- can send out a special thank-you note for each activity.
-
- Type "N" to bypass this option.
-
- Enter "Y" to delete these mail merge thank-you lists.
-
- You will return to the main menu.
-
-
-
- REPORTS ABOUT ACTIVITIES
-
- Knowing what works is crucial to planning successful activities.
- "The Fund-Raiser's Assistant" will let you see at a glance how
- much money your campaign raises through each activity. The
- management reports provide both overviews and detailed analyses
- of moneys collected in order to help you formulate and implement
- a winning strategy.
-
- Fund-Raiser's Assistant TUTORIAL Page 12
-
-
-
- Enter "3" to get reports about fund-raising activities.
-
- Enter "1" to get the details of a single activity.
-
- When prompted for the activity, type "Appomattox".
-
- Enter "2" to have this report printed.
-
- Make sure your printer is on and press the enter key.
-
- You will get a list of everyone who has attended that activity
- and how much they contributed.
-
- Enter 2 to get a summary of all activities for a campaign.
-
- Select "Abe Lincoln's Primary" as the campaign.
-
- Enter "1" to see this information on the screen.
-
- You will see how much money was raised from each activity.
- Notice that the amount listed for the Appomattox Lunch is the
- same as the total on the report you just printed for that
- activity. Press the enter key to continue.
-
- Enter "0" to indicate you are finished with reports about
- activities and want to return to the MAIN MENU.
-
-
-
- REPORTS ABOUT PEOPLE
-
- In this section, you will see how "The Fund-Raiser's Assistant"
- can help you effectively target contributors and supporters.
- You can compile lists of prospects based on their contribution
- history, interests, occupation, previous fund-raising activities
- to which they responded, where they live, any of the
- "adjectives"(such as "Defense" or "Phoner") which you entered
- when you were adding prospects and people to your database or a
- host of other factors.
-
- These lists can be used to generate customized mailings, prepare
- call lists for phone banks, and review the giving history of
- your different constituencies to help you evaluate and fine tune
- your strategy.
-
- Enter "4" from the main menu for reports about people.
-
- Enter "2" to identify which people to include.
-
- Enter "1" to use all people. All reports will contain every
- name in your database.
-
- Enter "0" to indicate you want to use people meeting the current
- criteria of "all people".
-
- Fund-Raiser's Assistant TUTORIAL Page 13
-
-
-
- Notice that the heading tells you that the current selection
- contains all people.
-
- Enter "4" to prepare reports about the people you just finished
- selecting.
-
- Enter "2" to list all information.
-
- Now you will be able to choose the order in which you want
- people to appear in the reports.
-
- Press the enter key twice to leave the sort fields just as they
- are so your reports will appear in alphabetical order by name.
-
- Press the enter key again to leave the selection criteria as
- suggested. This will appear on your report and lets you know
- what part of your database is on the report.
-
- Select "1" to start the report at the beginning.
-
- Enter "Y" to include the contributions, "Y" to include the
- adjectives, "Y" to include the notes, and "Y" to include the
- family information.
-
- Select "0" to include all adjectives. Sometimes, you may want a
- report that just includes some adjectives, such as those which
- indicate a person's issue interest. This is where you could
- indicate that. See the section about the maintenance menu to
- learn how to creates lists of adjectives.
-
- Enter "2" to print this report.
-
- Make sure your printer is on and press the enter key.
-
- You'll get an alphabetical listing of the basic information
- about each contributor plus the total given to each campaign.
-
- PREPARE ANOTHER REPORT
-
- Let's examine the contributions more carefully. But only for
- the big givers. We'll view the contribution history of everyone
- who has given over $275, and, instead of looking at them in
- alphabetical order, we'll see the biggest contributors first.
-
- Enter "0" to finish preparing reports.
-
- Enter "2" to identify which people to include.
-
- Enter "2" to specify criteria to select a subset of people.
-
- Enter "1" to select on the basis of a single criterion.
-
- Enter "1" to select on the basis of the presence of the
- criteria. Choosing the absence of the criterion would let you
-
- Fund-Raiser's Assistant TUTORIAL Page 14
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- select everyone who did NOT participate in a certain activity or
- does NOT have a certain adjective, etc.
-
- Enter "5" to select on the basis of how much they've given to a
- campaign.
-
- Enter "2" to use their contributions to Abe Lincoln's Primary
-
- Type "1" for more than and 275 for the amount.
-
- Enter "0" to verify that this criterion is correct.
-
- Enter "0" to use this criterion.
-
- Enter "4" to prepare reports.
-
- Enter "3" to list the contribution histories.
-
- Enter "9" to sort them on the basis of total amounts given.
- Enter "1" to make name the secondary sort. This means that
- everyone who has given the same amount will be listed
- alphabetically within that amount. Enter "0" to indicate there
- is no tertiary sort.
-
- Press the enter key to use the suggested description of the
- selection criteria.
-
- Enter "1" to start at the beginning.
-
- Enter "1" to see this information on your screen.
-
- Now you will get an itemization of all contributions from each
- contributor by activity and date.
-
- An asterisk to the left of a contribution date means it was in-
- kind. (See Mary Todd's contribution at the Sumpter Lunch.)
-
- Press the enter key to continue from screen to screen.
-
- Ulysses and Joyce Grant do not appear because they did not give
- over $275 to Abe Lincoln's Primary.
-
- Press "0" to indicate you are finished preparing reports about
- people.
-
- Next, we'll find all Soldiers who have given over $295 to all
- campaigns.
-
- Enter "2" to identify which people to use.
-
- Enter "2" to specify criteria to select a subset of people.
- (This will supersede the previous criteria)
-
- Enter "3" to select on the basis of a simple AND selection. (We
- require that they be a soldier AND they have given more than
-
- Fund-Raiser's Assistant TUTORIAL Page 15
-
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- $295)
-
- Enter "1" to select on the basis of the presence to the
- criterion.
-
- Enter "2" to select on the basis of their occupation.
-
- Type "Soldier" as the occupation.
-
- Enter "1" to add more criteria to the selection.
-
- Enter "1" to select on the basis of the presence to the
- criterion.
-
- Enter "5" to specify the amount given.
-
- Enter "1" to use the total given to all campaigns.
-
- Enter "1" to select more than and type 295 for the amount.
-
- Enter "0" to use the current selection criteria. We could have
- added more criteria, if, for example, we wanted to find all
- soldiers who gave over $295 AND lived in a certain city, etc.
-
- Enter "0" to indicate the current selection criteria are
- correct.
-
- Enter "3" to display the currently selected people. Enter "1"
- to see them on the screen. This is a compact way to see the
- results of your selections. You'll see that only Ulysses and
- Joyce Grant meet these criteria.
-
- Press the enter key to continue.
-
- Enter "0" to indicate you want to use people meeting these
- criteria.
-
- Enter "4" to prepare reports about the people you just selected.
-
- Enter "4" for a call list.
-
- Leave the default values for the sort criteria.
-
- Type in your own description of which people have been included.
-
- Enter "1" to start at the beginning.
-
- Enter "Y" when asked if you want to include contributions.
-
- Enter "2" to include addresses.
-
- Enter "N" to indicate you don't want to see the notes and "N" to
- indicate you don't want to see adjectives.
-
- Make sure your printer is on and press the enter key.
-
- Fund-Raiser's Assistant TUTORIAL Page 16
-
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- FLEXIBLE HIERARCHICAL SEARCHES
-
- It is possible to select people by combining criteria in a wide
- variety of ways but not in all possible ways. For example, you
- cannot mix ANDs with ORs. For example, in order to select all
- the people who attended EITHER the Lunch at the Appomattox
- Courthouse or the Lunch at Fort Sumpter AND have given over $150
- you need to use something besides a simple "AND" or "OR"
- selection.
-
- The Flexible Hierarchical Selection, a powerful capability of
- the list management features, is the solution.
-
- Choose "0" to indicate you're finished preparing reports.
-
- Choose "3" to create lists of people. Lists allow you to create
- any sort of group. It could be a set of individuals who have no
- adjectives or other characteristic in common or a set of people
- with a common adjective plus or minus a few individuals. If you
- have a large database, creating lists of commonly used groups
- can speed your reports because the whole database won't be
- searched each time - just the smaller list file will be used.
-
- Choose "5" to merge with the results of a Flexible Hierarchical
- Selection with your list.
-
- "The Fund-Raiser's Assistant" takes a moment to get ready.
-
- We want to select people with the following characteristics:
- 1) They have given over $150 AND,
- 2) They have attended one of the following activities
- 2A) Appomattox Lunch, OR
- 2B) Sumpter Lunch
-
- This can be viewed as a hierarchy of selections.
-
- At the top level is our overall selection, which contains 2
- subselections (#1 & #2). The overall selection is an AND
- selection because BOTH of its subselections must have their
- criteria met. The people must have both contributed at least
- $150 AND attended one of those two activities.
-
- Selection 1, the first subselection, is a simple selection for a
- specific criterion: Have they given over $150?
-
- Selection 2, the second subselection, contains 2 subselections
- of its own (#2A & #2B). But unlike the overall selection, it is
- an OR selection because only one of its subselections must have
- its criteria met. The person must have attended either the
- Appomattox Lunch or the Sumpter Lunch.
-
- The overall selection is at the top level. Its subselections
- are on a lower level and there is even another level of
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- Fund-Raiser's Assistant TUTORIAL Page 17
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- subselections below that. This forms a hierarchy. You can have
- many levels in many configurations. This approach lets you
- select on the basis of any Boolean Logical expression.
-
- Selections 2A and 2B are simple selections for a specific
- criterion just like selection 1 is.
-
- Now you will describe this selection to "The Fund-Raiser's
- Assistant".
-
- At the ADDING A NEW SELECTION MENU, choose "1" to indicate that
- your overall selection contains subselections.
-
- Type a description to help you keep track of the selections in
- your hierarchy. Type "Gave over $150 and attended either
- Appomattox or Sumpter". Press the {enter} key.
-
- Choose "1" to label this an AND selection. Now you'll describe
- its subselections.
-
- The first subselection is a selection for a specific criterion.
- Choose "3".
-
- Choose "1" to select on the basis of the presence of the
- criterion.
-
- Then choose "5" to select on the amount given.
-
- Enter "1" to use total given to all campaigns.
-
- Enter "1" for more than and 150 for the amount and press the
- {enter} key.
-
- A suggested description for this subselection will appear. You
- can change it by typing over it. When you have the description
- you want, press the {enter} key.
-
- Next you'll see the HIERARCHICAL SELECTION NAVIGATING AND
- EDITING MENU, which is described more fully later in the manual.
- You've described one selection at this level, but not both of
- them. Choose "2" to add another selection at this level.
-
- Now you'll describe the selection for attendance at the fund-
- raising lunches. It contains two subselections of its own.
- Choose "1" to describe a containing selection. Type "Attended
- either Appomattox or Sumpter Lunch" as the description and
- choose "2" to define it as an OR selection.
-
- Now you'll define its subselections. The selection for people
- who attended the Appomattox Lunch is a selection for a specific
- criterion. Choose "3" to describe that selection. Choose "1"
- to select on the basis of the presence of the criterion.
-
- Choose "3" to select on the basis of fund-raising activities
- attended and type "Appomattox" as the activity. You can accept
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- Fund-Raiser's Assistant TUTORIAL Page 18
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- or change the suggested description.
-
- Now define the next selection on this level. Choose option "2"
- from the HIERARCHICAL SELECTION NAVIGATING AND EDITING MENU to
- add another selection on this level. Choose "3" for a selection
- for a specific criterion and choose "1" to select on the basis
- of the presence of the criterion.
-
- Choose "3" to select on the basis of fund-raising activities
- attended and type "Sumpter" as the activity. Leave the
- description alone by pressing the {enter} key.
-
- You are now two levels down in the selection hierarchy. From
- the HIERARCHICAL SELECTION NAVIGATING AND EDITING MENU, move up
- a level by choosing "0". Choose "0" again to move up another
- level.
-
- Because you are now at the top level of the hierarchy and it is
- not possible to move up another level, option "0" changes
- meaning. Choose option "0" again to begin selecting using the
- hierarchy you described.
-
- Each person meeting these criteria will be added to your list.
- The top of the screen indicates how many people are being added.
-
- When "The Fund-Raiser's Assistant" is finished adding these
- people, you could add the results of another selection or add or
- delete individuals one by one.
-
- Enter "0" to stop list management.
-
- Accept the suggested description for this list. It is the same
- as the name you gave your selection.
-
- Enter "2" to identify which people to use.
-
- Enter "5" to work from a saved list.
-
- Enter "1" to use the list you just created.
-
- Press the enter key to use the current criteria.
-
- Enter "4" to prepare reports.
-
- Enter "7" to prepare a calendar list of important dates. The
- people meeting the current criteria, which is the list you just
- created, will appear on the calendar list. Everyone meets these
- criteria and will be included on the list.
-
- Modify the selection description as desired.
-
- Press the enter key twice to list people in alphabetical order.
-
- When asked for the year, accept the current year as the default.
-
-
- Fund-Raiser's Assistant TUTORIAL Page 19
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- Turn on your printer. "The Fund-Raiser's Assistant" will go
- through everyone in the current selection and see if there are
- any family dates entered for birthdays or an anniversary. If
- so, it will put them in a special file, which will then be
- sorted and printed.
-
- You'll get a list of every birthday and anniversary in calendar
- order. This will make it easy to remember to send cards or make
- phone calls to these supporters.
-
- Type "0" to indicate you are finished preparing reports.
-
- Enter "0" to return to the main menu.
-
-
-
- RECORDING INFORMATION ABOUT INDIVIDUALS
-
- This section of the tutorial will show you how to examine and
- change information about individuals in your database.
-
- From the main menu, type "5" to record information about
- individual people.
-
- Type "Ulysses" as the first name and "Grant" as the last name.
- Leave the company name blank.
-
- Enter "1" to confirm it is the correct Ulysses Grant.
-
- You'll see a menu of choices.
-
- Enter "4" to see Ulysses and Joyce Grant's contribution history.
-
- You'll see a summary containing one line for each campaign to
- which they have contributed.
-
- Type "Y" to see more information about one of these
- contributions.
-
- Enter "1" to see the details of their contributions to Abe
- Lincoln's Primary. You will see a breakdown of all of their
- contributions to this campaign.
-
- Press "0" to return to the prior screen.
-
- Type "N" to stop viewing their contribution history.
-
- Enter "0" to save Ulysses and Joyce Grant as is.
-
- Leave the first, last and company name blank to indicate you are
- finished looking at individual people.
-
-
-
- FINISHING THE TUTORIAL
-
- Fund-Raiser's Assistant TUTORIAL Page 20
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- At the Main Menu, Enter "0" to quit the program.
-
- You'll be reminded to back up your dbf and dbt files. Make sure
- you have a backup program or tape drive and back up your data
- regularly.
-
-
- CONGRATULATIONS! You can now operate "The Fund-Raiser's
- Assistant".
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- Fund-Raiser's Assistant TUTORIAL Page 21
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- AFTER RUNNING THE TUTORIAL
-
- After running the tutorial, you will probably want to remove the
- information you entered. The easiest way to do this will be to
- just reinstall the program. Insert your distribution disk in
- the floppy drive and move to the "A:" or "B:" prompt. Type
- "uninstall". This will remove The Fund-Raiser's Assistant.
- Then move back to the "A:" or "B:" prompt again and type
- "install". This will reinstall The Fund-Raiser's Assistant in
- its original form.
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- Fund-Raiser's Assistant TUTORIAL Page 22
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