The World of Computer Software/World_Of_Computer_Software-02-387-Vol-3of3.iso/c/cp31demo.zip/C.HLP

Text File | 1992-10-26 | 113KB | 3,695 lines

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"Contact Plus" is a contact management system that
keeps track of your important business contacts by
providing a personal detailed calendar for each of
your important contacts. A history of all phone calls,
meetings, correspondence, and notes are kept for each
contact in an easy to use format.

Contact Plus functions as an electronic Rolodex(R),
keeping track of "appointments"," tickler dates",
"phone calls" (both outgoing and incoming) and
"correspondence".

It also includes an "auto-dialer", allows "data"
"search",and permits you to classify your contacts in
a variety of ways using 32 customized categories.

Contact Plus also serves as a "mail list manager". You
can create customized form letters and send them out
to contacts of your choosing.

Contact Plus works best on hard disk equipped systems
although laptop computers equipped with dual floppy
drives work well. Since Contact Plus keeps such
comprehensive records, each contact in the database
consumes about 2K of disk space.  Thus, roughly
350 contacts may be stored on a single 720K floppy
diskette.

Contact Plus locates your important contacts quickly
by "last name", "company name", "zip code" or by one
of the two "user defined" index fields you specify.
When searching for a particular contact, you may enter
the first few characters of the last name, company
name or user defined field.

You have instant access to the MicroStar word
processor while viewing your information. Press the
"F6" key to access the MicroStar word processor. A
template file will generate the salutation and
starting text of the letter you wish to enter. You may
also wish to use your word processor or editor as long
as it has an ASCII mode.

To record a note while in the "CONTACT MENU", press
the "F7" key. A date/time stamped note will be added
to the contact. There is no limit to the number of
notes that are stored for each contact.  After
entering the note, you can then change the date
and time on the note.

Each contact can be tagged with up to 15 of 32 user
selectable categories. Categories are useful to
classify your contacts. You may use boolean logic to
search your contacts within the 32 categories.

Three user defined "DATE" fields are provided with
each contact; typical uses are first, last and next
contact dates, proposal dates, or demo dates.

Sixteen user defined fields are also available for
customization. Typical uses could be "SALESPERSON",
"TERRITORY", "PRODUCT", or "SIC CODE". The first two
user defined fields are "index fields" meaning that
you can sort and recall your contacts based on
the index field currently selected.

Separate databases are available. Vendor contacts
can be kept in one database and client contacts in
another. The possibilities are solely up to you and
limited only by disk space.

You can check your personal calendar at any time by
pressing "ALT-C". A three month calendar will appear
at the top of the screen. The ticklers for the
displayed date will appear in time sorted order.

Contact has an "AUTODIAL" feature that will work with
Hayes compatible modems. While in the contact menu
press "F3" or "F4" to dial one of two phone numbers.

You can simply pick up the phone at any time. You will
need to press any key after you pick up the receiver
to release modem control of the phone.

Contact Plus will also record your incoming calls.
Simply bring up the record for the contact by
entering the first few characters of the last name,
then press "ALT-F9" from the "CONTACT MENU" and the
incoming call will be logged.

Set up the DOS variable "PLOG" to log all the calls
to an output file in a tabular format. By setting up
the variable : "SET PLOG=phone.hst" from DOS, all
calls (both incoming and outgoing) will be stored in
the logfile "phone.hst".

The "ESC" key is used to exit menus and stop reports
at any time. This keys indicate that you are finished
looking at the display on the screen. This key is used
"GLOBALLY" throughout the system as an escape hatch.
It is "ALWAYS" available.

The "LEFT ARROW" Key will move left one field while
you are updating a record.

The "RIGHT ARROW" Key will move right one field while
you are updating a record.

The "UP ARROW" Key is used to move up one field if you
are in an update mode or the menu options are showing.
If you are in the contact menu it will move to the
prior record.

The "DOWN ARROW" Key is used to move down one field if
you are in an update mode or the menu options are
showing. If you are in the contact menu it will move
to the next record.

The "F2" Key (FUNCTION 2) is used to make a copy of
the screen. Each time "F2" is pressed, the current
screen is appended to the file "screen.sav" in the
current directory. This has the advantage over
pressing "SHIFT PRTSCRN", in that screens are
paginated correctly.

The "ALT F1" - "ALT F6" keys will allow you to escape
to DOS to run a different program, perhaps a
spreadsheet or a DOS program. You may run any program
by setting the "HOTKEY" parameters in the "SYSTEM
SETUP MENU". Details are presented in the
documentation. The DOS keys can be pressed at any
time.

The "F5" key (TICKLER) will display a popup allowing
you to enter an appointment or tickler for the
displayed contact.

The "F6" Key (WP) will invoke the word processing
system and will fill in fields from a template file,
thus relieving you of having to enter the name,
address, city, etc. These fields will be filled in
automatically.

The "F7" Key (NOTES) will display a popup window with
the current date and time allowing you to make any
number of notes concerning each contact.

The "F8" Key (LETTERS/MEETINGS) will allow you to
record an incoming or outgoing letter and meetings
with the contact. The date, status
(SENT/RECEIVED/MEETING), and a memo are recorded.

The "F9" Key (VIEW) will display a list of contacts in
a browse format where each contact is on a line by
itself. In this format, you can use the "F3" & "F4"
(DIAL) keys, "F7" Key (NOTES), "F8" Key
(LETTERS/MEETINGS). The status bar at the bottom of
the screen will tell you which keys are available.

The "ALT-F9" Key (INCALL) will record an incoming call
while in the "CONTACT MENU" for the displayed contact.

The "F10" Key (POPUP MENU) will display a popup menu
for many of the prompts in the "CONTACT MENU" allowing
one key data entry access to most fields including the
salutation, title, city, state, zip, country and user
defined fields.

The "ALT-F10" (HISTORY) key will display a list of
all phone calls and letters to or from the client.
The history key is only available while viewing the
contacts. You may edit and delete the calls/letters.

The "ALT-C" (CALENDAR) key will bring up the master
calendar of ticklers. This key can be pressed "AT ANY"
"TIME" while running Contact Plus.

If you have a mouse, use the "LEFT" mouse button
as the "ENTER" key and the "RIGHT" mouse button as
the "ESC" key.

While editing an existing field the following keys
are active:

 KEY           DESCRIPTION
 --------      --------------------------
 "HOME"        move to beginning of field
 "END"         move to end of field
 "CTRL-LEFT"   move to word left
 "CTRL-RIGHT"  move to word right
 "INS"         toggle INSERT/OVERWRITE mode
 "DEL"         delete character at cursor
 "BACKSPACE"   delete character before cursor
 "CTRL-Y"      delete line
 "CTRL-X"      delete line
 "ALT-Q"       Exit Contact Plus immediately
 "ALT-C"       Display the master tickler calendar

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Enter "yes" to save the changed information on this
screen. Otherwise, enter "no" to discard the changes.

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Use the arrow keys or enter the first character of a
pre-existing database in the current directory. The
size in bytes and date of the data files "*.dt" are
displayed.

The database currently open will be closed properly
and the new database just selected will become
active.

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Enter the name of a new database. "It must not"
"already exist". Use up to 8 characters. Do not enter
a period or spaces in the name.

Example:

  To create a customer database, enter: "CUSTOMER"

This option must be run before trying to copy or merge
records from one database to another.

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Press one of the letters highlighted or use the arrow
keys to select the desired index.

The index will be changed so that you will be able to
recall the contacts by last name, company name,
tickler date or one of the two user defined fields.

After selecting the index you may abbreviate the name
when searching for a contact, for example:

To search for "Victory Oil", set the index to "c" for
"COMPANY" and enter "vi" at the prompt.

To search for "Sam Smith", set the index to "L" (last
name) and enter "Sm" at the prompt. Contact Plus will
locate the first match of "Smith" in the database.
"SM", "Sm" and "sm" are identical. Contact Plus
doesn't pay attention to upper or lower case when
searching.

If the index is set to "TICKLER DATE", you can enter
a date at the KEY prompt such as "1 Aug" to find the
contact with his/her pending tickler on or after the
1st of August.  To find those ticklers that are due
today, simply enter "." (dot) at the prompt.

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Enter:

   "Y" - if you wish to add this contact
         to the database.

   "N" - the contact will not be added to the
         database.

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Enter:

   "Y" - save the changes

   "N" - the changes will be abandoned

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Enter "y" and "ALL" fields from the currently
displayed contact will be set in the new contact
record -- except the first name and last name, these
will be blanked out.

This is especially useful when entering a batch of
new contacts within the same company.

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Enter "y" if you wish to "PERMANENTLY" delete this
contact from the database. Otherwise enter "N" - the
contact will remain in the database.

"YOU CANNOT UNDELETE A CONTACT."

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Enter the salutation.

Examples :

     Mr. and Mrs.
     Mr.
     Mrs.
     Dr.

Enter "ESC" to exit.

To erase a field:

   1) Press CTRL-X or CTRL-Y (delete line)

   2) Press the "ENTER" key.

Press the "CTRL-HOME" key to set the "home position"
on any one of the fields on the "HEADER PAGE". This
allows rapid updating of any field in the header
page. (See the manual)

The mail/merge code for the salutation is "*sa".

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Enter a miscellaneous memo about this contact. A
reference to the contact's product line, or a
note on the first contact would be appropriate here.

The mail/merge code for the memo field is "*me".

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Enter a character string designated by the prompt.
This is one of 16 fields that are user defined
fields in Contact Plus. The first two user definable
fields can be sorted and thus act as indexes.

See the "USER SETUP MENU" to change the labels for
each user defined fields.

The mail/merge codes for the user defined fields
1 through 16 are:

    "*u01"  "*u02"  "*u03"  "*u04"
    "*u05"  "*u06"  "*u07"  "*u08"
    "*u09"  "*u10"  "*u11"  "*u12"
    "*u13"  "*u14"  "*u15"  "*u16"

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Press "F10" to call up the popup calendar then you
can use the "UP", "DOWN", "LEFT", and "RIGHT" arrow
keys to move between dates on the calendar. If you
wish to enter the date manually, press "ESC" to clear
the calendar and you may use formatted date input.

Typical uses of the user-defined date fields are:

    First, last, next contact date
    Invoice date
    Demo date
    Proposal date

To blank out a date:

 1) press "ESC" to clear the popup calendar

 2) press the "SPACE BAR" followed by "ENTER".

The date will become "**/***/**."

The mail/merge codes for the dates are "*w1", "*w2"
and "*w3".  The birthday mail/merge code is "*bd".
The code for age is "*ag".

If you clear out the popup calendar you may enter
dates in a variety of formats including date
arithmetic as shown on the next page.

DATE ARITHMETIC SHORTCUT EXAMPLES

    "."      - today
    "+1"     - tomorrow
    "-1"     - yesterday
    "+1w"    - one week from today
    "+1m"    - this day next month
    "1+1m"   - first day of next month
    "1+1m-1" - last day of this month
    "+thu"   - next Thursday from today

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This page displays the previous 15 meetings for
this contact.  By pressing "F8" (LETTERS/MEETINGS)
you can enter a new meeting into the system.

Although only the previous 15 meetings will be
displayed on the MEETING PAGE, you may display all
previous meetings using the "ALT-F10" key.

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Ticklers will appear on the one month calendar page
in different colors depending on the status of the
tickler. The table below illustrates the colors:

     "RED" -   NOT DONE
     "GREEN" - DONE
     "CYAN" -  N/A

If any holidays occur during the month, they will
also be displayed.

Press the down/up arrow to view next and previous
contacts, or enter the last name or company name.

Press "ENTER" to change the dates displayed. After
pressing the "ENTER" key you have the ability to
scroll back 10 years or 10 years into the future.

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Use the "arrow keys" to move from date to date within
the master calendar. The ticklers that were scheduled
for each contact in "all" databases will appear in the
master calendar sorted by time.

  "Home" - go to today's date

  "PgUp/PgDn" - go to a new month

  "SPACE BAR" - go to the next date with a matching
              tickler

  "W" - display "week-at-a-glance" calendar

  "1" - display monthly calendar

  "6" - display 6 months at a time (12 months in
      43/50 line modes)

  "V" - highlight dates with ticklers.  Continue
      pressing "v" to change the view.  If the BLINK
      option is set, those dates will blink.

  "D" - display "day-at-a-glance" calendar

  "F" - Set a tickler "filter" enabling you to focus
      on particular ticklers

If a date has a page full of ticklers, you can press
the "ENTER" key to view those ticklers not appearing
on the screen.

Press "ESC" to make the calendar disappear.

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Enter the first few characters you wish to use as a
filter. Each tickler displayed "must" exactly match
the filter as set by you on a character by character
basis.

For example, to find all phone call ticklers enter
"call" in the filter.  Only those ticklers starting
with "call" will appear.

You can type in the exact name of the tickler to match
or you can enter the first few characters that match.

The following table shows how partial names will
match:

 YOU SELECT      WILL MATCH
 letter          letter1, letter2, ...
 lett            letter1, lettxx, ...
 l               letter, lunch, letter1, ...

Press "F10" for a list of predefined ticklers.

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The "CURRENT" month (the month matching the month in
the top right corner of the screen) is positioned at
the lower left corner of the screen.

Ticklers will appear as blinking dates color
coded as follows:

    "N/A"      - CYAN BLINKING
    "DONE"     - GREEN BLINKING
    "NOT DONE" - RED BLINKING

Press the "UP/DOWN" arrow to view next and previous
contacts, or enter the first few characters of the
last name.

Press "ENTER" to change the dates displayed. After
pressing "ENTER" the arrow keys will change the
months.  You may also change the historical events
such as letters, phone calls, meetings and notes
which are displayed.

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15 different tickler dates are viewed and entered on
this page. Use the tickler fields for callbacks,
appointments, to-do items, birthdates, anniversaries,
etc. To enter, delete and modify ticklers, use the
"F5" tickler popup key.

Use the "DONE?" field as an indicator of whether the
tickler was completed, not completed or if you don't
care.

The tickler memo will appear in the 1 month calendar
page. The date in the 6 month calendar will blink.

To add a new tickler:

     1)  Press "F5"

     2)  Press "A"

To add a new followup schedule:

     1)  Press "F5"

     2)  Enter "A", "B", "C" or "D" for one of
         the four follow up schedules.

     3)  The follow up dates will be based on an
         anchor date that you specify.

To delete a tickler:

     1)  Press "F5"

     2)  Locate the appropriate tickler to delete

     3)  Press "D" to delete

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If you want each contact to be marked as they are
sent to the screen/printer/file, answer "YES" here.

Once the printing/viewing is finished, you can then go
to the VIEW screen where each record will be marked.

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From the TICKLER menu you may "add", "delete",
"update", "mark as done", or "schedule" a followup
plan for the displayed contact.

Use the UP/DOWN arrow keys to move from tickler to
tickler. The total number of ticklers and the pending
tickler are displayed in the upper right corner of the
window.

The ticklers are automatically sorted by date. If you
add a new tickler or change the date on an existing
tickler, it will be inserted into the proper position
in the list of ticklers. Up to 15 ticklers per contact
may be added to the database at any time.

The following keystrokes are available:

  "A" - Add a new tickler for this contact.

  "D" - Delete the displayed tickler.

  "M" - Mark the displayed tickler as "DONE".

  "S" - Schedule ticklers using followup plan.

 "ENTER" - Modify the displayed tickler.

  "ESC" - Exit the TICKLER window.

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Although there is no limit to the number of phone
calls that can be stored for each contact, this page
will give you a summary of the most recent 15 phone
calls with the latest phone call appearing at the top
of the page.

To view or edit more phone calls, use the "HISTORY"
key "(ALT-F10)".

Even if you aren't using a modem, you can still keep
track of the time spent on the phone. Just dial the
phone as you normally would do then press F3 or F4
(you need to record the phone number in the PHONE
fields for this to work). Contact Plus will then
display the popup timer window - allowing you to keep
track of time spent on the phone.

To log time spent on incoming calls, after receiving
the call, search for the contact by entering his/her
last name at the "KEY PROMPT". Then press the "ALT-F9"
key. The call will then be logged.

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Select one of the form files using the "ARROW" keys
or press the first letter of the form desired. Press
the "PAGEUP" and "PAGEDOWN" keys to view the next and
previous pages.

You may also enter one of the following options:

 "A"dd - add and create a new form file

 "C"opy - copy one form file to anther form file

 "D"elete - delete an existing form file (be careful
          as the deletion is permanent)

 "E"dit - edit an existing form file

 "R"ename - rename an existing form file

 "ALT-T" - print the mail/merge template guide

 "ENTER" - selects the form file and merges the
         contact's information with the form

 "ESC" - quit the operation

The form files must end with ".frm" and must be in the
"FORM FILE" directory. If a "FORM FILE" directory is
not specified in the "SYSTEM SETUP MENU", Contact Plus
will use the current directory - normally set to
"\CONTACT".

If you press "ENTER", the form file will be used as a
template to create a letter to this contact. The file
created will be named using the first 8 characters of
the last name and first name with a 3 digit sequence
number as an extension. For example, the first letter
to Sam Smith would be "SMITHSAM.001".

Contact Plus will display up to 150 different form
files per database.

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Enter the name of a new form here. Enter up to 8
characters in the file name. Contact Plus will
automatically append the ".FRM" extension.

After you enter a form name and press "ENTER", the
word processor will be launched with the new form
name.

Do "not" enter the ".FRM" file extension here.

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Enter the name of the destination form.  Contact
Plus will "copy" the contents of the highlighted
form into a new form you specify, leaving the
original form intact.

Do "not" enter the ".FRM" file extension here.

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Enter the name of a new form here. Contact Plus will
"rename" the form to a new name you specify.

Do "not" enter the ".FRM" file extension here.

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Press "Y" to actually "delete" the highlighted form
file. Be careful, as the deletion is permanent.

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Enter the contact's last name.

The last name is used as an "INDEX" field meaning that
you can search and sort the database using this field.

If you don't know the contact's last name, enter "-".
You can fill in the last name later when it becomes
available.

The mail/merge code for the last name field is "*ln".

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Enter the contact's first name here.

The mail/merge code for the first name field is
"*fn".

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Enter a polite term that you would use for the contact
when addressing letters. For example, you may address
Mr. William Smith as "Bill" in the Dear line in the
salutation portion of your letters.

The mail/merge code for the dear field is "*de".

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Enter a title for the contact.

    Examples: Vice President Owner/operator

You may also press the "F10" (POPUP MENU) key to
bring up a popup menu with a list of choices.

The mail/merge code for the title field is "*ti".

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Enter the address of the contact. If the address spans
two different lines or there is not enough room on one
line, use both "ADDRESS1" and "ADDRESS2".

Example:

    ADDRESS 1: 1580 Main Avenue
    ADDRESS 2: Suite 120

Enter "ESC" to exit.

The mail/merge codes for  these  fields  are  "*a1"
and "*a2".

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Enter the contact's city. If you are entering the same
city repeatedly for new entries, enter the city name
in the "DEFAULT CITY" field under the "SYSTEM" "SETUP
MENU".

You may also press the "F10" (POPUP MENU) key to bring
up a popup menu with a list of choices.

The mail/merge code for this field is "*ci".

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A list of the abbreviations for the states follows:

    AL - Alabama         AK - Alaska
    AZ - Arizona         AR - Arkansas
    CA - California      CO - Colorado
    CT - Connecticut     DE - Delaware
    FL - Florida         GA - Georgia
    HI - Hawaii          ID - Idaho
    IL - Illinois        IN - Indiana
    IA - Iowa            KS - Kansas
    KY - Kentucky        LA - Louisiana
    ME - Maine           MD - Maryland
    MA - Massachusetts   MI - Michigan
    MN - Minnesota       MS - Mississippi
    MO - Missouri        MT - Montana
    NE - Nebraska        NV - Nevada
    NH - New Hampshire   NJ - New Jersey
    NM - New Mexico      NY - New York
    NC - North Carolina  ND - North Dakota
    OH - Ohio            OK - Oklahoma
    OR - Oregon          PA - Pennsylvania
    RI - Rhode Island    SC - South Carolina
    SD - South Dakota    TN - Tennessee
    TX - Texas           UT - Utah
    VT - Vermont         VA - Virginia
    WA - Washington      WV - West Virginia
    WI - Wisconsin       WY - Wyoming

Enter the contact's state of residence. If you are
entering the same state repeatedly for new entries,
enter the city name in the "DEFAULT STATE" field under
the "SYSTEM SETUP MENU".

You may also press the "F10" (POPUP MENU) key to bring
up a popup menu with a list of choices.

The mail/merge code for this field is "*st".

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Enter the zip code. If you are entering the same zip
code repeatedly for new entries, enter the zip code
in the "DEFAULT ZIP" field under the "SYSTEM SETUP"
"MENU".

You may also press the "F10" (POPUP MENU) key to bring
up a popup menu with a list of choices.

The mail/merge code for the zip is "*zi".

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Enter the country. If you are entering the same
country repeatedly for new entries, enter the country
in the "DEFAULT COUNTRY" field under the "SYSTEM"
"SETUP MENU".

You may also press the "F10" (POPUP MENU) key to bring
up a popup menu with a list of choices.

The mail/merge code for the country field is "*cn".

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Enter the contact's phone number in the following
format (exactly how you would dial):

    123-999-1234 (dashes are optional)

If the "LOCAL AREA CODE" is set to 202 then this phone
number will be treated as a long distance number since
(123 is not equal to 202). Contact Plus will dial the
long distance dialing prefix, the phone number
including the area code, then the long distance
dialing suffix.

If the "LOCAL AREA CODE" is set to 123 and the area
code is set to 123, the phone number will be treated
as a local call. Contact Plus will then dial the local
dialing prefix (if set), then the phone number minus
the area code.

There is extra room to add a comment next to the phone
number. For example, if your insurance agent had a
number for claims and you wanted that in place of the
phone number field, you could simply enter:

    PHONE 1:  Claim 444-2321

Make sure the comment doesn't contain an 'X', as
Contact Plus ignores all digits after an 'X' or 'x'.

Note also that you can signify an extension by making
an 'X' in the number. Contact Plus will ignore all
digits appearing after the 'X'. For example:

    PHONE 1:  255-4433 x444

Contact Plus will dial "2554433" for you.

Contact Plus normally ignores all non-numeric
characters when autodialing for you, except for the
"," character.

A comma "," will cause the modem to pause for two
seconds. You can only enter 3 consecutive commas.

If you "DO NOT" wish Contact Plus to dial the dialing
prefix and suffix, use the "!" character in the phone
number. For example:

    PHONE 1: 234-333-2211 !

The mail/merge code for the phone numbers are "*po"
for phone one and "*pt" for phone two and "*fa" for
the fax phone.

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Enter the name of the contact's company.

This is an "INDEX" field. If you wish to search for a
particular contact by company, you can simply change
the index to "COMPANY". Typing in the first few
characters that distinguish the company at the prompt
will bring the contact to the screen.

For example: to search for "Joe Soroche of Atlantic"
"Associates": you could enter "i" to change the index
then "c" to change the index to company name. Enter
"atl" and the record would be retrieved. Keep in mind
that searches for the contact by company name are not
case sensitive. Therefore you can enter "ATL", or
"atl". Both will match with "Atl...".

The mail/merge code for the company is "*co".

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Enter the category or categories that are applicable
to this contact.

Each contact may belong to more than one category. For
example, if the contact is in "CATEGORY A, F and G",
enter "afg" and the contact will be placed in three
categories.

The selected codes will be highlighted and marked with
an asterisk "*". The popup window only appears when
the highlight bar is directly on this prompt.

A contact may belong to up to 15 out of 32 different
codes or categories. Each category is accessed from
the "MAIN MENU" under the "EDIT CATEGORIES MENU".

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This page is a graphic view of the status of all phone
calls, letters and meetings made over the last 13
months. This page is useful to get a visual picture
of the number of times the contact has been contacted
over the last year.

This page is for display only. However, if a new call
has been made while this screen is being displayed you
may press the ENTER key to update the number of calls
and simultaneously refresh the screen.

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This page displays the last 15 letters sent to or
received from this contact. All letters are stored,
only the previous 15 letters can be viewed.

To view more entries, use the "ALT-F10" (HISTORY) key
or see the "LETTER HISTORY" report.

To delete letters use the "ALT-F10" key.  To add a new
letter manually, use the "F8" (LETTER) key.

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You may press one of the following keys:

  "a"       - add a new contact
  "d"       - delete an old contact
  "ENTER"   - modify the contact
  "i"       - change the index

  "F1"      - display on-line help
  "F2"      - take a snapshot of the screen
  "F3"      - dial phone number 1
  "F4"      - dial phone number 2
  "F5"      - access ticklers
  "F6"      - access form letters
  "F7"      - access notes
  "F8"      - enter a past letter or meeting
  "F9"      - display the "VIEW" screen
  "ALT-F9"  - log an incoming call
  "ALT-F10" - display the "HISTORY" window

  "ALT-C"   - display master tickler calendar
  "ALT-D"   - open up a different database
  "ALT-E"   - print a single envelope
  "ALT-L"   - print a single label
  "ALT-M"   - mark the contact with a ("√")

  "DOWN ARROW" - next contact
  "UP ARROW"   - previous contact
  "PGDN"       - next "marked" or "flagged" contact
  "PGUP"       - previous "marked" or "flagged" contact

It is from this page that you can add, delete, and
change the contact entries. As with all the pages,
press the "UP" and "DOWN" arrow keys or enter the
first few characters of the last name to access each
contact.

At the upper right corner of the screen is the box with
PENDING TKLR. It contains the first tickler for the
contact "NOT DONE". If the tickler has been completed,
the pending tickler will be the next one on the list
"NOT DONE".

At the upper left corner are flags. If the contact is
"marked", a ("√") will appear next to the name. If you
have selected to flag categories from the VIEW screen
a ("¢") will appear. Press "SPACE BAR" and "BACKSPACE"
to scroll from "marked" or "flagged" contact to
contact.

At the bottom of the page is the prompt "PAGE:" with a
list of all the pages that can be viewed. Press the
"LEFT" and "RIGHT" arrow keys or enter the first
letter of one of the pages followed by the "ENTER" key
to access the different pages.

"SEARCHING":

Enter the first few letters of the word for which you
wish to search.

Entering "sm" will search the database for the first
occurrence of a key field starting with "sm". If there
is an "Ed Smith" in the database, it will retrieve "Ed"
"Smith" instead of "Sam Smith", as "Ed" appears
alphabetically before "Sam". Press the DOWN arrow key
to the next record: "Sam Smith"

Note: Contact Plus does "NOT" make a distinction
between upper and lower case names. I.e., there is
"NO" difference between "Smith" and "SMITH" and
"smith".

The other indexes (Company name, zip code, tickler
date, and both user defined index fields) operate
similarly.

To search by tickler date, change the index to
"TICKLER DATE" then enter the date in "dd MMM" format
or use a data arithmetic expression.

For example, to call up all contacts with ticklers
that occur today, simply enter a dot '"."' at the
Option prompt. You can scroll to the next contact with
the next tickler date by pressing the "DOWN" arrow
key.

"PHONE CALLS":

After pressing "F3" or "F4" you will be prompted to
press a key to release modem control of the phone.
Pick up the receiver then press any key. A phone
message prompt will appear prompting you for the
outcome of the call ...

    Was a message left?
    Was there a busy signal?
    Were you successful in getting through?
    Was there no answer?

If "L" or "S" is pressed a timer window will popup
with the starting time of the call and the elapsed
time.

If "B" or "N" is pressed a log in the phone call page
will be added to the top of the page with "BUSY" or
"NOANSWER".

"INDIVIDUAL LETTERS":

Press the "F6" key to create an individual letter to
the contact. You have the capability to create new
template letters which can be reused for different
contacts. Make sure that the name and path of the word
processor has been set in the "SYSTEM SETUP MENU".

"SINGLE LABELS AND ENVELOPES":

Press "ALT-L" to print one label and "ALT-E" to print
an envelope according to the specifications listed in
the "PRINTER SETUP" "MENU". The label or envelope will
be automatically printed without any prompting. The
labels can be printed as long as the contact is being
displayed.

"NOTES":

Press the "F7" key to record a note. The "F7" key is
accessible from anywhere within the "CONTACT MENU"
"PAGES". A new note can be added. The date and time
will automatically be set in the note. You can store
an unlimited number of notes for each contact.

"BROWSING":

From the header screen, you can press the "F9" (VIEW)
screen.  17 different contacts will be displayed on
the screen at one time.  From the "VIEW" screen, you
can make calls, send letters and take notes.  If
you have an EGA monitor, 35 contacts can be displayed.
A VGA monitor will display up to 42 contacts.

"UPDATING A CONTACT":

After pressing the "ENTER" key to update the fields of
the contact, use the "CTRL-HOME" key to set the "home"
"position". The home position can be used to quickly
update a particular field of the record.

For example, to update the "MEMO" field of all
contacts, one after another,

    1) Press the "ENTER" key to update
       the contact record.

    2) Position the cursor over the "MEMO"
       field.

    3) Press the "CTRL-HOME" key.

Subsequent changes will position the cursor on the
"MEMO" field rather than appearing at the top of the
screen in the "SALUTATION" field.

On all prompts ending with "...", you can press the
"F10" key (POPUP MENU). The "POPUP MENU" allows you to
quickly enter information into the database with the
press of a key.

@@
This page is a list of 8 user defined fields and
2 address lines.  The user defined fields are setup
in the USER SETUP MENU under the UTILITY MENU.

The address lines can be used as SECOND CONTACT or
THIRD CONTACT or BILL TO and SHIP TO.

The mail/merge codes for the extra user defined fields
are:

   "*u09"   "*u10"   "*u11"   "*u12"
   "*u13"   "*u14"   "*u15"   "*u16"

The mail/merge codes for the address lines are:

   "*l1"  "*l2"  "*l3"  "*l4"
   "*l5"  "*l6"  "*l7"  "*l8"

@@
Enter an address line here.  Use the four address
lines to contain information on a secondary contact
such as:

    line 1:  Joe Schmoe
    line 2:  VP Sales and Marketing
    line 3:  122 Main Avenue
    line 4:  Albuquerque, NM  87123

Or you can use these address lines to record names
and titles of secondary contacts:

    line 1:  Joe Schmoe - VP Sales
    line 2:  Sally Smith - VP Development
    line 3:  Harry Johnson - Marketing

@@
Enter information in this field pertaining to the
use that was chosen for this field.  Each 16 user
defined fields can be setup and customized by you.

You can place any kind of information in user field
9 through 16.  It is recommended that you place
important information in user fields 1 - 8 since
they are viewable from the HEADER PAGE.

@@
Welcome to Contact Plus Professional! You will spend
most of your time in the Contact Menu where you have
interactive access to each of your contacts.

Press one of the highlighted options or use the arrow
keys to highlight an option and select a menu item.

You may press the "F1" (HELP) key at any time for a
help window.

Use the "ESC" key to escape out of a prompt and use
the "ENTER" key to move to a menu option.

Press the "F2" (SAVE SCREEN) key to take a snapshot of
any screen which can be printed later.

The "ESC" key is "ALWAYS" available. If in doubt,
press the "ESC" key.

The "ALT-C" (Master Calendar) key is accessible from
any screen. A master list of ticklers from all
databases will be displayed.

Press "ALT-Q" if you wish to quickly exit.

Do not shut off the system without properly exiting
Contact Plus. Exit by pressing "ESC" at the "MAIN
MENU" and answering "y" to the "EXIT MENU?" prompt.

Turning off the power without exiting properly may
damage your database. Thus you may lose information
and have to restore a backup copy of the database.

The next few help screens will outline each option
from the "MAIN MENU":

"CONTACT MENU"

The Contact Menu is where you will be spending most
of your time.  You can do the following:

   o add, delete, update contact information
   o search for contacts on different indexes
   o add, delete, update notes
   o dial one of two phone numbers
   o take an incoming call
   o send a form letter
   o view phone call/letter history
   o mark records

"CONTACT REPORTS"

There are a variety of reports that can be printed
from this menu. Once you have selected a report, you
will be given the option of selecting a subset of
contacts to be printed.

The "SEARCH MENU" is accessed from this menu which
will do a search on your notes, phone calls,
memos and letters.

"MAIL/MERGE"

The mail/merge allows you to send a personalized
letter to all or a selected bunch of contacts. You may
do the following:

    o print custom form letters
    o print Rolodex(r) cards
    o print mailing labels
    o generate an ASCII export file

"EDIT CATEGORIES"

Add, delete and edit all categories from this menu.

Choose from 32 different categories. Each contact may
be in up to 15 categories. The categories are useful
when printing reports or during mail/merge.

"UTILITY MENU"

Use the "UTILITY MENU" to access the following:

   o user defined fields
   o print saved screens
   o discard saved screens
   o telephone setup commands
   o word processor
   o DOS commands
   o printer setup commands
   o popup setup commands
   o holiday setup
   o follow up setup menu
   o database menu

"PRINT SAVED SCREENS"

Print screens that have been saved using the "F2 save"
"screen function". The screens have been saved in a
file called "screen.sav". Each time "F2" is pressed,
the displayed screen is appended to this file.

"DISCARD SAVED SCREENS"

Discard screens that have been saved using the "F2"
save screen function. The file "screen.sav" in the
contact directory will be cleared.

"ALTER THE DATE"

Change Contact Plus' idea of the "CURRENT" date. The
"CURRENT" date is displayed at the top right corner of
the screen and reports.

It is important that the correct date and time are set
before starting up Contact Plus.

Phone calls and letters are stamped with the "CURRENT"
date.

@@
Enter a code letter or a boolean logic expression
here. For example, if "category A" is the Western
Region, "category B" is the Northern Region and you
wish to select all members of both category A and
Category B, type "A or B".

Example         Description
--------------  --------------------------------
"."               Select "all" contacts.

"a or b"          Category a "or" b

"a + b"           Category a "or" b

"a and b"         Category a "and" b

"a & b"           Category a "and" b

"a & !(b+c+d)"    Category A only. Don't print
                B or C or D.

"!a"              Not in category a.


Boolean logic expressions are discussed in more detail
in the manual.

@@
Enter the name of the mail/merge DOS file that will
be generated by Contact Plus Professional.

The file can then be used directly by the word
processor in doing a mail/merge.

See your WordProcessing manual for more information
on merging.

@@
You have three choices in selecting which contacts
should be printed:

 "All contacts" - all contacts both marked and
 unmarked contacts will be printed.

 "Marked contacts" - only those contacts marked
 previously will be printed.

 "Unmarked contacts" - those contacts that are
 "NOT" marked will be printed.

@@
Press "F6" while positioning the highlight bar over
one of the primary files and WordPerfect will launch,
thus allowing you to edit or create primary file.

It is important that the "WordPerfect macro" file
called "CPLUS.WPM" be available.

The "{FIELD}" codes are entered in WordPerfect by
pressing the "SHIFT-F9" MERGE CODES function key. See
your WordPerfect manual for more information on
creating a mail/merge "primary" file.

For example your primary file could look something
like:

=================================================
"{DATE}"

"{FIELD}~45"

Dear "{FIELD}1~ {FIELD}3~":

blah blah blah.  Your phone number is "{FIELD}13~"

Sincerely,
=================================================

Contact Plus will automatically merge the selected
contacts with the primary template file using
WordPerfect.

Press "ALT-T" to see a template guide listing the
mail/merge codes.

@@
Generate a mail/merge file for WordPerfect or Word
from this menu.

You will be prompted for the name of the mail/merge
file name and the appropriate fields will be generated
and stored in the mail/merge file.

The fields are outlined in the manual or accessed by
pressing "ALT-T" (Template listing).

@@
Generate pre-defined mailing labels from this menu.
Pinfeed labels and laser labels are available from
this menu.

@@
Select "Yes" or "No".

   "Yes" - will print out all ticklers, letters
         meetings, calls and notes along with
         the standard biographical information
         presented on the header and secondary
         pages.

   "No" - will print out the biographical
        information on the header and secondary
        pages only.

@@
Enter a memo that will be recorded in the LETTER PAGE
as each contact is printed.  As each contact is
printed, today's date and memo will be recorded.

You will want to make this a descriptive name such
as:

    Special Offer #2
    Thank You Lttr
    Promotion A
    Promotion B

@@
Each report is designed to appear in an 80 column
format and will selectively print out the fields
depending upon the report you select.

A selection screen will appear which allows you to
select which contacts will be printed. You have the
option of viewing all reports on the screen, sending
them to a file or directly to the printer.

Once in the selection menu, press the "ESC" key to
print the report.

@@
Each template enables you to send out customized form
letters to a large group of people. As each letter is
printed, a record of the date and name of letter is
saved in the "LETTERS PAGE" for each contact.

Each template must be an ASCII text file. I.e. if you
are using WordStar - use non-document mode.

Press "F6" to edit the template letter.

The mailing labels do not have corresponding template
files ... they are pre-defined.

@@
Enter your selection for the address line you want
printed on the "envelope" or single "label".

You may print the standard address line from the header
page or the address lines from the "secondary" page.

@@
Press "y" to finish this session. All database files
will by updated and closed.

Press ESC or "n" to continue working with Contact
Plus.

"DO NOT" shut the computer off or reboot without first
exiting Contact Plus. Doing so may damage the data
files which will need to be repaired using the
database recovery program supplied with the system.

There is an alternate way to quickly exit Contact
Plus. Simply press "ALT-Q" (keep the "ALT" key
depressed while simultaneously pressing the "Q" key).
Contact Plus will immediately exit, safely closing all
files.

@@
Access to the following functions is  made  from  this
menu:

    Open an existing database

    Delete an old database

    Create a new database

Contact Plus will search the current drive/directory
for all databases (ending with ".dt").

@@
Change the printer setup string,  printer port and
margin settings.

Use your printer manual to change the printer
initialization setting.

@@
Change system parameters - error bells on or off,
database "SYNC" frequency, defaults for CITY, STATE,
ZIP, and COUNTRY when adding new entries.

Enter your company name to appear on all menus and
reports from this menu.

Enter the name of your word processor, path name of
letters, DOS command and the name of the template file
when using the "F6" key.

@@
Change user defined parameters from this page. Set up
the labels of the three user defined date entries and
all user defined index fields. Give the template files
under the "MAIL/MERGE MENU" different names.

@@
Change phone parameters - local area code, modem port,
pulse or tone dialing, long distance area code and
long distance access code.

@@
Enter follow up schedules from this menu. Follow up
schedules help automate the task of following up with
thank you notes, postcards, calls, etc.

Followup dates are based on relative date arithmetic,
that is, every 4 weeks you may wish to send a postcard
or letter. There are four different schedules with up
to eight different followup tickler dates to specify.

@@
Enter special dates such as holidays, vacations,
conferences and meetings here. These should be dates
that you will NOT be available to take or give any
calls. All dates and calendars will be marked with a
'*' signifying that the date is a holiday.

@@
Each "POPUP MENU" available for certain fields in the
"HEADER PAGE" can be set to appear automatically from
this menu. Setting these fields to "YES" will make
data entry quick and easy.

@@
This menu item will refresh the "PENDING TICKLER" date
as displayed in the contact's HEADER PAGE.

   pending tickler date =
       first tickler NOT DONE for this contact

@@
You can re-schedule ticklers that have "NOT" been
completed but were scheduled prior to today.

This option will reschedule "ALL" ticklers NOT DONE
prior to today's date to a selected date in the
future.

For example, you may have gotten sick this week and
were unable to make any of your calls. When you come
in next week you will want to run this menu item to
reschedule ALL ticklers from this week to next week.

The "DONE?" flag is critical in this setting as only
those ticklers marked as NOT DONE will be rescheduled.

@@
Open an existing database; one that has been created.
For example, if you are currently working with
"VENDORS" and you desire to work with "CUSTOMER" use
this menu.

The old database will be written to disk and the new
database will be made current.

An alternate method of opening an existing database is
by pressing the ALT-D key from the Header Page of the
Contact Menu.

@@
Create a new database from here. Contact Plus will
first insure that the database doesn't already exist.

Use up to 8 characters to name the database.

Examples: "CUST", "VENDORS", "WESTERN"

@@
Delete an existing database using this option. All
data files associated with the database will be
deleted. The form letters and template files will not
be deleted.

@@
Enter a label for the category listed. Use the
categories to define or seperate your contacts.

Examples:
    Category A: Western
    Category B: Southwest
    Category C: Northern
    Category D: hot prospect
    Category E: cold prospect

@@
If you have an "EGA" or "VGA" card and monitor and
wish to display more lines on the screen while in the
VIEW or REPORTS screens select "Yes" here. The text
will shrink, although more information will be
presented.

This option only works for computers with EGA/VGA
monitors.  Unpredictable results will occur if tried
on non EGA/VGA monitors.

@@
If you have a Microsoft mouse installed in your system
answer "yes" here.  Contact Plus will then enable you
to use the mouse in addition to the cursor keys.

The MOUSE.COM driver must be installed for this to
work properly.  See your MicroSoft Mouse manual.

The "LEFT" mouse button will act as the "ENTER" key
and the "RIGHT" mouse button as the "ESC" key.

If the mouse movement is too fast, set the SPEED
parameters to a large number (i.e. 99).

@@
Enter a number from "1 ... 99" to set the mouse motion
sensitivity. Higher numbers will slow the mouse down.

This "X-SPEED" parameter will adjust the
sensitivity of moving the mouse from "right to left".

@@
Enter a number from "1 ... 99" to set the mouse motion
sensitivity. Higher numbers will slow the mouse down.

The "Y-SPEED" parameter will adjust the sensitivity of
moving the mouse on "up and down" movements.

@@
Enter the local area code. Phone numbers with area
codes that match what is set in the prompt will be
treated as "LOCAL" calls. All phone numbers with area
codes that do not match the local area code will be
treated as "LONG DISTANCE" calls.

A LONG DISTANCE number is a phone number that
is precisely 10 digits long.

@@
Enter the local dialing prefix. If the area code
matches the "LOCAL AREA CODE" in the prompt above or
if the number of digits is less than 10, the call will
be treated as a local call and the local dialing
prefix and suffix will be dialed.

Typically, this may be set to a 9 followed by a comma
which will dial a 9 then pause for two seconds.

        DIALING PREFIX: "9,"

@@
Enter the local dialing suffix. If the area code of
the person you are dialing matches the "LOCAL AREA"
"CODE" in the prompt above or if the number of digits
is less than 10, the call will be treated as a local
call and the local dialing prefix will be dialed.

@@
Enter the long distance dialing prefix. If the area
code doesn't match the "LOCAL AREA CODE" parameter,
the call will be treated as a long distance call and
the dialing prefix will be dialed before the phone
number.

The dialing prefix will be typically set to a "1".

@@
Enter the long distance dialing suffix. If the area
code doesn't match the "LOCAL AREA CODE" parameter,
the call will be treated as a long distance call.
After the dialing prefix and phone number have been
dialed (including the area code) the dialing suffix
will be dialed.

The dialing suffix will probably only be set if using
a long distance service that requires access numbers
to complete the dialing sequence.

@@
Enter "n" if you don't have a modem attached to your
serial port. Enter "COM1", "COM2", "COM3", or "COM4"
if your modem is attached to "COM1", "COM2", "COM3"
or "COM4".

Contact Plus currently works with Hayes compatible
modems only.

@@
Enter a number between "-1" and "60" denoting the
number of minutes of lead time you wish to be notified
when a tickler is due.

If you enter "-1", you will not be warned. An entry of
"0" will give you no warning time. An entry of "10"
will give you ten minutes of lead time.

The alarm will sound "ONLY" while you are running
Contact Plus but will notify you if a tickler is
due on ANY of your databases.

This alarm setting is different than the SETALARM
memory resident function also provided. The SETALARM
function is good if you occassionally run Contact Plus
yet wish to be notified of pending ticklers.

@@
Select one of the color choices available.  You will
be able to see the effect on screen immediately.

@@
Press the letter corresponding to the drive you are
using for backup purposes. When Contact Plus
Professional exits and asks you if you wish to backup
your database, the backup will be made on the diskette
you specify here. See the "cbackup.bat" batch file for
details on what happens during backup.

"CONTACT PLUS CORPORATION highly recommends that you"
"make daily backups of your data."

@@
If you enter "YES", you will be prompted for a short
memo after pressing the "F6" WP key when writing a new
letter. The memo will be stored along with the name of
the letter.

Example:

    "INTRO LETTER" : DOEJOHN.001

@@
If you enter "YES", all tickler dates will appear
using blinking letters. The use of blinking letters
and numbers draws more attention to the tickler. This
is simply a matter of personal preference.

@@
Enter the number of minutes you wish Contact Plus to
check for scheduling conflicts when pressing the "F5"
tickler key.

For example, if you enter "30", Contact Plus will warn
you if a new tickler you add is within "30 minutes"
(in the past or future) of an existing tickler
scheduled for that time slot.

Enter "-1" if you don't want Contact Plus to warn you
of possible conflicts.

@@
Type "y" to turn on Contact Plus' error bell - it
will beep at you if you make an input error.

Type "n" to turn off the bell.

@@
This field allows you to specify how often you desire
Contact Plus to actually update its files to disk.
Contact Plus internal file structure needs to be
updated periodically.

The smaller this number is, the more often the
database will be "written to disk". Of course, small
values for the sync will slow Contact Plus down when
adding many entries to the system.

When entering many contacts into the database, you may
wish to set to "10". After entering the contacts, for
maximum file integrity, set it to "1". Contact Plus
automatically sync's its files when you exit. Be sure
to exit Contact Plus by pressing the "ESC" key and
answering "y" to the exit prompts.

"DO NOT" exit Contact Plus by turning off the computer
or pressing "CTRL-ALT-DELETE". This may corrupt the
index files in which case you will have to use the
"CFIX" program to recover the index files or reload
all your data from scratch.

It is advisable to make backups of the system after
making significant changes.

@@
If you experience a snow or sparkle effect on the
screen. Enter "y" to this question. Contact Plus will
try to limit the snow effect.

This may occur on certain old CGA monitors.

@@
The "printer end-of-line" is used to control the
printer output at the end of the printed line. There
are 4 options to set depending upon your printer. You
may have to do a little bit of experimentation with
this to get it right. Once it is set correctly, it
will not have to be changed (as long as the switch
settings on the printer do not change).

Option
   "NL"     newline character
   "CR"     carriage return character
   "NL/CR"  newline then carriage-return character
   "CR/NL"  carriage-return then newline character

Output is double spaced - try setting option to "CR".

Output is overprinting or printing on one line  -
try setting the option first to "NL" and if that
doesn't work, try out the options "NL/CR" or "CR/NL".

Output is jagged like:
This is
       an example  of
                     a jagged line.

Try changing option to "NL/CR" or "CR/NL".

@@
Enter the number of spaces on the left margin for
mail/merge mailing labels. The mailing labels will be
printed to the right by the number of spaces you
enter.

This adjustment only works for mail/merge labels.

@@
Press any key to continue to the next page of the
report, press "ESC" to stop the listing.

@@
You have the following options:

 "Screen" - view output directly on the screen

 "Printer" - send the output directly to the
           printer

 "Capturefile" - send the output to a text file
               for later editing.  If the text file
               already exists, you will be asked if
               you wish to replace the existing
               text file.

               Type in the complete pathname of
               the file:

               c:\contact\output.txt

While the report/form is printing you may press
"SPACE" which will pause the printer; "ESC" will
abort the printout.

@@
Type "yes" and the changes made to the setup screen will
be saved.

Type "no" and the changes will be discarded and the old
values will be retained.

@@
Enter the full name of the file you want to save the
output of the report to.

Examples: report1.out
          a:\reports\mar.87

If the file exists, Contact Plus will first ask you if
you wish to overwrite the file. You then will have the
opportunity to change the name of the output file.

@@
Contact Plus cannot make contact with your printer.

Contact Plus is set up to talk to "LPT1", "LPT2", or
"LPT3". Check and make sure that the printer is online
and has paper.

@@
The output file "screen.sav" has been printed.

Press any key to continue.

@@
The output file "screen.sav" has been cleared.

Press any key to continue.

@@
Enter "yes" to delete the screens previously saved in
the file "screen.sav". Otherwise, enter "no".

@@
If you wish to send an initialization and reset string
to the printer before printing answer "y" to the
question. You may want to send a command to the
printer to change the typestyle, font size or
character attributes (bold, underline, italic, etc.).
The particular strings to customize your printed
output is available in your printer manual.

Before the report/mailmerge/label/envelope is printed
the INIT string will be sent to the printer. After it
has printed, the RESET string will then be sent.

If you answer "n", Contact Plus will "not" send an
INIT or RESET string.

@@
Enter the sequence of escape codes to be sent to the
printer on initialization.

See your printer manual for a list of codes to send.

Sample codes for the "HP Laser Jet":

    "<Esc>E"    - Printer reset

    "<Esc>&k4S" - 12.00 pitch primary font
    "<Esc>&k0S" - 10.00 pitch primary font
    "<Esc>&k2S" - 16.66 pitch primary font

    "<Esc>&l3H" - Manual envelope feed
    "<Esc>&l0H" - Feed paper from tray

    "<Esc>&l0O" - portrait mode
    "<Esc>&l1O" - landscape mode

"NOTE ON HOW TO ENTER AN ESC CHARACTER"
You cannot directly enter an ESC character here since
ESC means to exit this menu. To actually enter an ESC
character into the initialization string press the ALT
key then press the "1" key "located on the numeric"
"keypad". Release the ALT key and a small smiley face
will appear. This will then be translated to an ESC
character.

@@
Enter the sequence of escape codes to be sent to the
printer after printing has taken place. These codes
will typically reverse any changes made in the
initialization string.

For example, if you set a code for BOLD ON in the
initialization string you would want to set a code for
BOLD OFF here in the reset string.

See your printer manual for a list of codes to send.

"NOTE ON HOW TO ENTER AN ESC CHARACTER"
You cannot directly enter an ESC character here since
ESC means to exit this menu. To actually enter an ESC
character into the initialization string press the ALT
key then press the "1" key. Release the ALT key and a
small smiley face will appear. This will then be
translated to an ESC character.

@@
Select an output port for your printer where the
reports and mail/merges will be sent. You will most
likely be using "LPT1". If you have a second printer
attached for labels, set that option in the "LABEL
PRINTER PORT".

Contact Plus doesn't support serial printer ports,
however, you can direct the output of the report using
the "capturefile" option and print the report using
the DOS PRINT command.

@@
Enter the number of report lines per page. If you have
a laser printer, use "60" lines as your setting.
Standard 8 1/2 by 11 inch paper will be set to "66".

@@
Enter the port number that your label printer is
attached (for "ALT-L").  Valid entries are "LPT1",
"LPT2" and "LPT3".  This printer can be different
than the standard report printer.

In many instances, it is wise to devote a small
pinfeed printer to the task of printing mailing
labels.

@@
Enter the number of character spaces from the left
edge of the "envelope" you wish to print.

I.e. if you enter "30", Contact Plus will print
the envelope after advancing 30 character spaces
to the right.

If you are using a "laser" printer, we recommend trying
these settings:

    TOP MARGIN: "24"
    NUMBER OF LINES IN ENVELOPE: "40"
    LEFT MARGIN: "60"

@@
Enter the number of lines from the top of the envelope
where you wish Contact Plus to begin printing.

If you are using a "laser" printer, we recommend trying
these settings:

    TOP MARGIN: "24"
    NUMBER OF LINES IN ENVELOPE: "40"
    LEFT MARGIN: "60"

@@
If you have a "HP laser" or compatible with envelopes
fed in from the side, select the "LASER" choice.
Contact Plus will send the appropriate codes to place
the laser printer into "landscape" mode along with
settings appropriate for a typical #10 business
envelope.

If you wish to edit the setup codes, answer "Yes" to
the prompt which will enable you to edit the printer
INIT and RESET codes according to your printer.

Settings that go along with typical #10 business
envelopes on the "laser printer" are:

    TOP MARGIN: "24"
    NUMBER OF LINES IN ENVELOPE: "40"
    LEFT MARGIN: "60"

@@
Enter the size of the envelope (in printed lines).
Normally there are 6 lines per inch, therefore a
standard #10 envelope would contain 4 inches or
"24" lines.

Settings that go along with typical #10 business
envelopes on the "laser printer" are:

    TOP MARGIN: "24"
    NUMBER OF LINES IN ENVELOPE: "40"
    LEFT MARGIN: "60"

@@
Enter the number of spaces from the left edge of the
"label" that you wish to print.

I.e.  If you enter "10", Contact Plus will print the
label only after advancing 10 spaces to the
right.

@@
If you want to print your mailing labels in upper case
enter "Y" at the prompt. Both envelopes and labels
will be printed in upper case. Uppercase is
recommended by the US Postal Service for American
addresses.

@@
Enter the number of lines contained in the label. This
option is only good for printing single labels using
the "ALT-L" key from the CONTACT MENU.

If you are using standard 3 1/2 inch labels, then a
setting of "6" is fine here. If you have custom labels
with your shipping address pre-printed, you may wish
to change the setting. There are typically 6 lines per
inch ... adjust the setting accordingly.

If you set the lines to "20", Contact Plus will first
print out the label (which may take 6 lines) then
print 14 blank lines. If the address only printed on
the first 4 lines, then 16 blank lines would be added
at the end.

@@
Enter "Yes" if you want the contact's "company" name
to appear on the address lines when printing
mail/merge, F6 form letters, labels (ALT-L) and
envelopes (ALT-E).

The "*m2" codes in mail/merge and in form letters will
also be affected by the option you select.

The standard labels in the "MAIL/MERGE" section will
ask you if you wish the company names to be printed on
the labels.

@@
Enter "Yes" if you want the contact's "title" to
appear on the address lines when printing mail/merge,
F6 form letters, labels (ALT-L) and envelopes (ALT-E).

The "*m2" codes in mail/merge and in form letters will
also be affected by the option you select.

@@
Enter "Yes" if you want the contact's "country" to
appear on the address lines when printing mail/merge,
F6 form letters, labels (ALT-L) and envelopes (ALT-E).

The "*m2" codes in mail/merge and in form letters will
also be affected by the option you select.

@@
Enter the desired format you wish the address on the
screen to be printed. This label will be sent directly
to the printer according to the specifications set in
the PRINTER SETUP MENU.

The "title" and "company name" will be included on the
label according to the settings in the PRINTER SETUP
MENU.

"AMERICAN FORMAT"

   Contact Name
   Title
   Company
   Address line 1
   Address line 2
   City State Zip
   Country

"CANADIAN FORMAT"

   Contact Name
   Title
   Company
   Address line 1
   Address line 2
   City State/Province
   Zip/Postalcode
   Country

"EUROPEAN FORMAT"

   Contact Name
   Title
   Company
   Address line 1
   Address line 2
   Zip/Postalcode City State/Province
   Country

"LATIN AMERICAN FORMAT"

   Contact Name
   Title
   Company
   Address line 1
   Address line 2
   City
   State/Province Zip/Postalcode
   Country

"UNITED KINGDOM FORMAT"

   Contact Name
   Title
   Company
   Address line 1
   Address line 2
   City State/Province
   Zip/Postalcode
   Country

@@
Enter the format in which you wish the labels to be
printed. This format is valid for both the individual
labels/envelopes (using the "ALT-L" and "ALT-E" keys)
and the mail/merge labels.

Blank lines will be squeezed out of the label.

"AMERICAN FORMAT" (address will appear UPPER CASE)

   Contact Name
   Company
   Address line 1
   Address line 2
   City State Zip
   Country

"CANADIAN FORMAT"

   Contact Name
   Company
   Address line 1
   Address line 2
   City State/Province
   Zip/Postalcode
   Country

"EUROPEAN FORMAT"

   Contact Name
   Company
   Address line 1
   Address line 2
   Zip/Postalcode City State/Province
   Country

"LATIN AMERICAN FORMAT"

   Contact Name
   Company
   Address line 1
   Address line 2
   City
   State/Province Zip/Postalcode
   Country

"UNITED KINGDOM FORMAT"

   Contact Name
   Title
   Company
   Address line 1
   Address line 2
   City State/Province
   Zip/Postalcode
   Country

@@
Enter the number of spaces from the left edge of the
paper from which you want the printer to start
printing for "MAIL/MERGE". Note this option is ignored
for WordPerfect users.

I.e. if you enter 10, Contact Plus will advance 10
spaces to the right before printing each line.

@@
Enter the number of spaces from the left edge of the
paper from which you want the printer to start
printing "REPORTS".

I.e. if you enter 5, Contact Plus will advance 5
spaces to the right before printing each line.

@@
Press "y" and Contact Plus will pause between each
form allowing you to change sheets of paper without
having to press the off-line key on your printer.

This is handy when printing individual sheets or
Rolodex(R) cards.

@@
Feed in a new form then press "ENTER" to print the
next form. "ESC" aborts the printout.

@@
The end of the report or mail/merge has been reached.

Press any key to return to the SELECTION MENU.

@@
Use the arrow keys to select the database you wish to
delete. Press "ENTER" when the highlight bar is over
your choice. You cannot delete the currently open
database.

The database will be "PERMANENTLY" deleted.

@@
Enter "Y" to delete this database "permanently".

Otherwise press "ESC" or enter "N".

The associated database files will all be deleted. You
will have to manually delete any FORM file or
MAIL/MERGE template using the DOS "DEL" command.

@@
Select a sort option. All contacts will then be sorted
by your selection. There are "primary" sort fields and
"secondary" sort fields. If you select a primary sort
field, the report will immediately be printed without
any intermediate steps. The "primary sort" fields are
as follows:

    Last name
    Company name
    Zip code or
    one of the two user defined indices

If you sort on one of the "secondary sort" fields, a
separate sort step will be run. As the database of
contacts is being sorted, a counter will count from 0
to the number of contacts in the database in multiples
of 10. The sort must be completed before you can view
the report.

In order to print the report press "ESC". You will
then be prompted for confirmation to print the report.

@@
If you wish to select your contacts by last name,
company name or one of the user defined fields
make that selection here.

You will be able to select a subset of contacts
using the "FROM" and "THRU" fields.

Examples:

If you want to select a single record, "SmithJoe",
enter "l" for last name selection at the "Name"
"selected" prompt. Then at the "From name" and "Thru"
prompts enter "SmithJoe" and "SmithJoe". Contact Plus
is "NOT" case sensitive, so "smithjoe" will do as
well.

To select all contacts with last name starting with
"r", enter "r" at "From name" and "r" at the "Thru"
prompts.

@@
In addition to selecting or filtering your contacts on
last name, company name or one of the 16 user defined
fields you can select by LOCATION.

You can select by "CITY", "STATE", "ZIP CODE",
"COUNTRY", "PHONE" or "ADDRESS LINE 1" or "ADDRESS"
"LINE 2" by choosing the appropriate option.

If you select "PHONE", Contact Plus will search "all"
"three" phone numbers.

After making your selection, pick a starting location
and ending location in "ALPHABETICAL" order.

To select all contacts within certain zip code areas,
enter "z" for zip code and enter "91" thru "92" at the
range fields.

To select all contacts in a certain city, say Los
Angeles, enter "Los Angeles" in both "FROM" and "THRU"
fields.

To look for a phone number using the "CONTAINS" search
option surround the number with two stars '"*"'.

Say you need to locate the phone number "245-5566" but
do not know the area code, enter:

    "*245-5566*" at the "FROM" prompt.

If you leave both "FROM" and "THRU" fields blank, then
only those contacts with "empty" locations will be
selected.

@@
Enter the starting name of the field you want to
select. For example, if we want to print out a list of
contacts with last names from "a" to "g" enter "a" in
the "FROM" name field, and enter "g" in the "THRU"
name field.

You may use the "*" character to search for strings
that "CONTAIN" the word you are looking for.  Some
examples follow:

The FROM string: "*TAX*"

will match:

   "sales tax"
   "Taxation and Revenue"
   "Tax"
   "TAX"
   "Licensed Taxidermist"

The FROM string:  "*bus*"

will match:

   "Business"
   "Sales and Business"
   "Busy body"
   "Catch the Bus"

If the "FROM" field is set using the "CONTAIN"
characters '"*"', the "THRU" field will be set to the
"FROM" field automatically.

Two asterisks '"*"' "MUST" surround the search word.

If the zip code field was selected, enter the first
few digits of the starting zip code.

You may also leave both the "FROM" and "THRU" fields
blank to search for contacts that don't have the
search field set. For example, to look for all
contacts without an Address 1, select by "ADDRESS 1"
but leave both "FROM" and "THRU" fields blank.

@@
Enter the ending name in alphabetical order for this
field.

If the zip code field was selected, enter the first
few digits of the ending zip code.

@@
If you wish to filter your contacts by one of the
three user defined dates, birth date, added date
or changed date, make your selection here.

You will be prompted to enter a "FROM" and "THRU"
date.

Enter "N" for no selections and "ALL" contacts will
be printed. Otherwise, Contact Plus will print those
contacts whose dates fall within a certain range.

To search for contacts appearing "before" a certain
date, leave the "FROM" date blank and place the search
date in the "THRU" field.

To search for contacts without dates, leave both the
FROM and THRU date fields "blank".

@@
If you select "Day/Month", the dates will only be
compared on the day and month. The year will not be
considered.

For example, selecting October 1 through October 31
will yield

   Oct 5 1944     since these dates all occur in the
   Oct 14 1933    month of October they will be
   Oct 8 1992     printed

Whereas if you select "Day/Month/Year", such as
October 1 through October 31 1992, the year will
be included in the comparison:

   Oct 5 1992     these dates willl appear since
   Oct 9 1992     the Year 1992 was also selected
   Oct 10 1992

This is handy for "birthdates" when you wish to send
a birthday card to anyone born in the month of October
regardless of the year.

@@
Enter the starting or "from" date for selection. Press
the "F10" key to bring up a popup calendar or enter a
date manually using date arithmetic as explained in
the manual.

If you leave both "from" and "thru" dates blank, those
contacts without dates will be printed.

If you leave the "from" date field blank, but enter a
date in the "thru" field, only those contacts with
dates "before" the "thru" date field will be printed.

@@
Enter a new date for the system. Since Contact Plus
makes extensive use of the date and time, it is
important that the system date and time be correctly
set. Both the date and time are read from the DOS when
first starting up.

Use the "UP", "DOWN", "RIGHT" and "LEFT" arrow keys to
move from date to date. Press "ENTER" once you have
selected the desired date.

@@
Enter the ending ("thru") date for selection. Press
the "F10" key to bring up a "POPUP MENU" or enter a
date using date arithmetic or formatted date input.

The thru date must be on or after the starting
date.

If the thru date is filled in but the "from" date is
blank, those contacts with dates "BEFORE" the "from"
date will be printed.

@@
Enter "y" if you have finished choosing the sort and
selection criteria. The reports will now be sent to
the "screen", "printer", or "capturefile".

Enter "n" or "ESC" to go back to the previous menu.

Press "ENTER" or "y" to print.

@@
Set this field if you want to speed up the process of
adding new entries to Contact Plus. When you type in
"a" at the "CONTACT" menu header page, the "CITY",
"STATE", "ZIP" and "COUNTRY" field will automatically
be set to the default.

@@
If you are having dialing problems, try setting this
variable to "Yes". Contact Plus will then use an
alternate method of dialing the phone.

This will only work if you are connected to "COM1" or
"COM2".

@@
Enter "t" if your telephone is equipped with a tone
dial phone. Enter "p" if it is a pulse or rotary
phone.

@@
Enter a name for the appropriate template file. The
names correspond to the "TEMPLATE FILES" in the
"CONTACT MAIL/MERGE MENU".

If a template name is entered and you choose to print
the form or send it to a capture file, then this name
will be automatically recorded on the "LETTER PAGE"
with the form name in the "MEMO" field.

@@
Enter the label for the user defined field. You may
customize this field in any way that suits your
particular application.

The first two user defined fields are character string
fields that can be sorted and searched on from the
CONTACT MENU. The first eight user defined fields can
be sorted from the REPORT and MAIL/MERGE MENUS.

For example, we can choose "REGION" as one of the
fields. Then we can sort and select the contacts by
the REGION field. Another example would be "SSNO" for
social security number. The contacts can then be
sorted and selected by social security number from any
one of the "PAGES" under the "CONTACT MENU".

@@
Enter 'Yes' if you want the background screen color
dimmed while working with contacts.  Otherwise, the
background screen colors will remain unaffected when
popups (F6, F7, F5, F3) are in effect.

Selecting 'Yes' may better help you to focus on the
screen of interest when working with contacts.

@@
Enter your name or company name here. Your company
name will appear at the top of the page in all reports
and screens.

This field is also handy if you have multiple
databases in use. Simply make the company name the
name of the database: "VENDORS", "FRIENDS", etc.

@@
It is "ok" to leave this field blank as the form
letters will then be automatically be stored in the
current directory which is the directory you
originally installed Contact Plus - the \CONTACT
directory.

If you wish to store your form letters outside of the
\CONTACT directory, enter the directory where the form
letters are to be stored:

    "c:\contact\forms"

Contact Plus will attempt to create the directory for
you when you press the ESC key to finish editing the
screen.

The form file will look something like:

  +-------------------------------------+
  | "*sa *fn *ln"                         |
  | "*a1"                                 |
  | "*ci", "*st  *zi"                       |
  |                                     |
  | Dear "*fn",                           |
  |   blah blah                         |
  +-------------------------------------+

Pressing the "F6" key will do the following:

1) Contact Plus will read the form file and make
   the correct substitutions for the fields --

        "*sa" - salutation
        "*fn" - first name
        "*ln" - last name   etc.

   Refer to the documentation for a list of "ALL"
   fields available.

2) The substitutions will be placed in a file with
   the name "smithsam.001" where the first part of the
   file name is the last and first name of the
   individual (up to 8 characters) and the extension
   is a 3 digit number bumped up everytime a new
   letter is sent. The next file would be
   "SMITHSAM.002."

3) The word processing program as specified in the
   "WORD PROCESSOR" prompt will be started with the
   name of the file just created.

       "ms \contact\letters\smithsam.001"

@@
If you leave this prompt blank, then all of the
resulting letters created using the "F6" key will be
stored in the directory where Contact Plus was
originally installed - \CONTACT. If you write letters
on a regular basis you will find your \CONTACT
directory getting cluttered rather rapidly. Rather
than cluttering up the \CONTACT directory, we
recommend that you organize your letters in seperate
sub-directories for better organization.

For example, if you wish to store letters in the
subdirectory, "c:\contact\letters" enter the full
directory name here. The letters directory will be
created from Contact Plus automatically as soon as you
press ESC to exit and save changes.

Since the letters that are created using the "F6" key
rapidly accumulate, it is recommended that you create
a separate directory for each database in use.

   You are running:           Recommended Directory
   Standard contacts           C:\LETTERS\CONTACT
   A business database         C:\LETTERS\BUSINESS
   Personal database           C:\LETTERS\PERSONAL
   Vendors                     C:\LETTERS\VENDORS

@@
Select which type of word processor you are using.

Contact Plus treats form letters differently depending
upon the word processor you select. The main
difference is how the FORM LETTERS are named.

  "WordProcessor      Form file extension"
  Other               ".frm"
  Microstar           ".frm"
  WordPerfect         ".frm"
  MicroSoft Word      ".frm"
  Ami Pro Windows     ".sam"
  Multimate           ".doc"

If you select "WordPerfect" the MAIL/MERGE menu will
also change to WORD PERFECT MERGE. The TEMPLATE will
change to PRIMARY FILES.

@@
Enter the full path name of the word processor, or
simply the name of the word processor if it is already
specified in your "search PATH".

   To run:            Try entering:

   MicroStar           "MS"
   WordStar            "WS"
   WordPerfect         "WP" or "\WP50\WP"
   WordPerfect 5.1     "WP" or "\WP51\WP"
   Word                "WORD"

The word processor will automatically be launched when
the "F6" key is pressed.

If you enter "*" in the first character of the
PROGRAM:

  PROGRAM: "*"

Contact Plus will NOT launch the word processor.
Instead, it will create the template file
"DOEJOHN.001" and store a history of the letter. This
feature can be useful if you need to get a few letters
out quickly and do not wish to print at this time.

@@
Enter a label for the date field. Typical choices
could be:

    first,last,next contact dates
    proposal date
    invoice date
    demo date
    birthdate

@@
The following keys will scroll through the dates:

    "Up Arrow"    - Previous 6 months
    "Down Arrow"  - Next 6 months
    "Left Arrow"  - Previous month
    "Right Arrow" - Next month
    "Home key"    - This month

You are limited to scrolling through 20 years (10
years into the future and 10 years in the past). The
bell will beep when the limit is reached.

To view different historical events such as phone
calls, letters, meetings and notes, use one of the
following keys:

   "L" - display letters only
   "P" - display phone calls only
   "M" - display meetings only
   "N" - display notes only
   "E" - display letters, phone calls, meetings and
       notes

The LEGEND at the bottom of the screen defines what
each symbol means.

@@
After pressing "F10" to summon the popup calendar, use
the "UP", "DOWN", "RIGHT" and "LEFT" arrow keys to
select a tickler date for this event. Once the date
has been selected, press the "ENTER" key.

Otherwise, enter a formatted date such as "02 02 92"
for February 2, 1992.

Or use the date-arithmetic feature of Contact Plus as
illustrated on the next page if you wish to quickly
enter a date in the future.

   SHORTCUT FORMAT EXAMPLES
   "."      - today
   "+1"     - tomorrow
   "-1"     - yesterday
   "+1w"    - one week from today
   "+1m"    - this day next month
   "1+1m"   - first day of next month
   "1+1m-1" - last day of this month
   "+thu"   - next Thursday from today

@@
Enter the time when the tickler is due. If a time is
not available or important, you may leave this field
blank or zero. You may enter the time in any of the
following formats:

  ENTER        RESULTING TIME
  "2"            2:00 pm
  "515"          5:15 pm
  "8p"           8:00 pm
  "11"          11:00 am
  "1233"        12:33 pm

If you do not use the time field but instead wish to
prioritize your ticklers, you can do it using the time
field. Enter "1a" for top priority item. "2a" will be
your next highest priority items, all the way down to
"10a". The time field will be recorded as "1:00 am"
but you will interpret the time as a priority number
and the higher (earlier) priority items will be appear
at the top of the list.

@@
Press "ENTER" or "U" to add or update ticklers on this
page. Enter "a" or "b" to update this page with follow
up schedule A or B from the "FOLLOW UP MENU".

If you enter a follow up schedule you will be prompted
to enter an "anchor" date. The "anchor" date is the
date that the follow up schedule is attached to. See
the "FOLLOW UP MENU" to enter a follow up schedule.

@@
Enter an "anchor" date in which the follow-up dates
will be tied. For example, if the follow up schedule
specifies:

     postcard1 - +2w
     call2 - +4w

Then "postcard1" tickler would be set 2 weeks from the
anchor date and the "call2" tickler would be scheduled
for 4 weeks from the anchor date.

@@
Enter a short memo (10 characters). This memo will
appear in the 1 month calendar page.

To delete a tickler, press the "SPACE" bar followed by
the "ENTER" key in this field.

The "F10" key will activate the "POPUP MENU".

The DONE? field will automatically be updated for
phone calls from NOT DONE to DONE in the following
situation:

   1)  The first four letters of the TICKLER MEMO
       are set to "CALL".

   2)  The tickler is due for "TODAY".

   3)  A call using the F3/F4 keys is placed and
       successful.

For letters the DONE? field will be updated thus:

   1)  The first six letters of the TICKLER MEMO
       are set to "LETTER".

   2)  The tickler is due for "TODAY".

   3)  A letter using the F6 (WP) key or the
       F8 (LETTERS/MEETINGS) key is generated.

@@
Enter an option:

    "NOT DONE" - tickler not completed

    "DONE"  - tickler has been completed

    "N/A"   - completion is not applicable

By separating your tickler dates this way you can list
out all outstanding items needed to be accomplished,
thus keeping you on track.

Those ticklers that are marked as "NOT DONE" can be
automatically rescheduled to a later date when Contact
Plus is finished.

Contact Plus will reschedule "ALL" ticklers in the
past that were marked as "NOT DONE" to a date that you
specify.

@@
Enter a short line giving more information than is
available in the ten character description. The ten
character description will appear in the 1 month
calendar.

The "F10" key will activate the "POPUP MENU" for this
field.

@@
Enter "y" if you have an "IBM/EPSON" compatible
printer. If you do, when "F2" is pressed, Contact Plus
will save the screens using the line drawing character
set instead of dashes "-", plus symbols "+" and pipe
symbols "|".

Your saved screens may look more attractive using this
option. If the line drawing characters appear as a
string of "MMMMMMMMMMMM's", you will want to enter "n"
at this option.

To see if it works on your printer do the following:

   1) Set this option to "y"
   2) Discard previous saved screens
   3) Call up a calendar page
   4) Enter "F2" to save the screen
   5) Print the saved screen
   6) Check the printed output

@@
Enter the name of the program you wish to run when one
of the "DOS" function keys is pressed.  The "DOS"
function keys are available by pressing the "ALT"
key in combination with one of the first 6 function
keys:

   "ALT-F1", "ALT-F2", "ALT-F3"
   "ALT-F4", "ALT-F5", "ALT-F6"

Do "NOT" launch any memory resident programs (TSRs).
They will not launch properly and may crash your
system.  You need to start your memory resident
programs such as the SETALARM program "BEFORE"
you start the Contact Plus system.

If the program is in your search path, it will be run
just as if you typed in the command at the "DOS"
prompt. You must first press "ESC" then save the
change before the new command will take effect.

If the program is "NOT" in your search path, enter the
full path name of the command here.

Leave the field blank to simply run "DOS". To blank
out the field, press the SPACE bar then the "ENTER"
key.

If you wish Contact Plus to "PAUSE" after the program
runs enter the "%" percent sign after the command:

    COMMAND: "CHKDSK %"

This will run the CHKDSK command and pause before
returning back to Contact Plus.

If you want to edit the command before launching,
place an "!" exclamation mark at the end of the
command.  Then when the "ALT-Fx" key is pressed, a
window will be displayed giving you the opportunity
to edit the command.

    COMMAND: "MS FILE.XXX !"

You can also use the "*fn", "*ln", etc. mail/merge
codes in the COMMAND:

    COMMAND: "MS *ln*fn.xxx"

If you are on the record "JOHN SMITH" and you press
the ALT-Fx button, the command:

    "MS SMITHJOHN.XXX"

will be launched.

If you do "NOT" want to swap out to disk when
launching the application (small programs)
use the "^" character in the COMMAND prompt:

    COMMAND: "CHKDSK ^"

"SUMMARY OF SPECIAL COMMAND LAUNCH CHARACTERS:"

  "%"  - "pause" after the command runs
  "!"  - "edit" the command before launching
  "^"  - will "NOT swap" out to disk when launching

@@
Enter the name of a command to launch. If you simply
want to launch DOS, enter "COMMAND" here.

Do NOT launch memory resident programs such as the
SETALARM function. Memory resident programs can only
be launched "BEFORE" starting Contact Plus. You must
"QUIT" the system before running any memory resident
program.

@@
Enter one of the following that are appearing on the
screen.

Those calls that fall within the date range specified
in the "FROM" and "THRU" fields that match the
criteria chosen will be printed.

For example: to search for all calls with busy signals
for today enter "b" at the prompt and enter "." in
both "FROM" and "THRU" fields.

To search for all contacts "NOT" phoned, enter "d" and
fill in the appropriate "FROM" and "THRU" date fields.

Enter "ESC" to print the report.

@@
Use the "UP" and "DOWN" arrow keys to select those
ticklers that are marked as follows:

    Ticklers marked "DONE"
    Ticklers marked "NOT DONE"
    Ticklers marked "N/A"
    "ALL" ticklers
    Don't select by tickler date

Those tickler dates as displayed in the "TICKLER"
"PAGE" will be printed according to the selection you
made.

This report is handy to ask questions like:

    "What do I need to get done this month?"
    "What was accomplished last month?"

@@
Enter "y" to select contacts with a note falling
within the dates you specify.

@@
Select letters that were sent or received in a range
of dates. If you wish to see a list of all contacts
with letters falling within a range of dates select
"ALL" letters.

You will be prompted to enter a "FROM" and "THRU"
date. All contacts with letters falling within the
"FROM" and "THRU" dates will be printed.

@@
Select meetings that were scheduled in a range
of dates. If you wish to see a list of "all" contacts
with meetings falling within a range of dates select
"ALL" letters.

You will be prompted to enter a "FROM" and "THRU"
date.

@@
The date/time, elapsed time, status of the call and
short message will be stored in chronological order.

The following keys are available:

  "ESC"   - Abort the phone call
  "ENTER" - Complete the call and save the message
  "F10"   - Popup the list of shortcut messages
  "PgDn"  - Continue timing the call but allow other
          activities to be done (make an address
          change, look at a report)

If you press "PgDn" or "Down arrow", the call will
continue to be timed. An indicator of the elapsed time
will appear at the top of ALL screens in Contact Plus.
While the timer is displayed, you will "NOT" be able
to place another call or switch to a different
database until the current phone call is completed.

While the timer is displayed, press "ALT-R" to resume
the phone call and press "ENTER" when finished with
the call.

@@
First pick up the phone receiver then press any key
(the space bar is easiest) to disconnect the modem
from the phone line.

If the party answers or if you get a busy signal or
no answer, the next prompt will give you the choice
of entering the outcome of the call.

@@
Enter:

  "S" - you were successful in reaching your party
  "L" - left a message
  "B" - a busy signal
  "N" - no answer
  "ESC" - to abort the call

If you left a message or were successful in reaching
your party, a "POPUP PHONE WINDOW" will appear. The
window will log the start and elapsed time spent on
the call.

@@
The pause character - "*pa" has been encountered
within the document. Contact Plus has paused to allow
you to change the form.

Change the form then press any key to continue.

@@
Enter the string (words) to search. Contact Plus will
search the corresponding notes, memo, tickler and
phone fields for any field that matches the search
string specified. The search is NOT case sensitive
(i.e. it will match both upper and lower case).

For example:  "RO" will match

   "ROOT", "route", "ROAD" and "pharoah"

If the string matches any one of the fields in any of
the contact records as specified, the contact and the
line that matched will be printed.

A search string must be specified and at least one of
the search fields must be "yes".

@@
Enter one of the following:

  "y" - search each contact record for a match
      of the "search string" of this field

  "n" - do not search this particular field

The search is "NOT" case sensitive.

@@
Enter one of the following:

"y" - search the "contents" of each letter created
      using the F6 (WP) key. Will search each file
      stored in the "LETTERS DIRECTORY" for the search
      string specified. If the search string is found,
      the name of the contact and the name of the
      letter will be printed. The search is "not" case
      sensitive.

      The search will only search those letters that
      are attached to a contact and are viewable via
      the F10 (History) key.

      Only standard ASCII characters will be searched.

      The speed of this operation is dependent upon
      the number of letters stored in the LETTER
      DIRECTORY and the average size of each letter.
      It is definitely slower than simply searching
      the "letter memo".

  "n" - do not search the "contents" of the
      letters.

@@
  "y" - as each record is printed to the capture
        file or the printer a log will be stored in
        the top entry of the "LETTERS PAGE"

  "n" - log will not be recorded

@@
Each prompt ending with "..." means that the "F10"
key is available for use in that field.

Enter "ESC" to discard the popup.

Enter an option letter or use the "UP" and "DOWN"
arrow keys to position to the option desired then
press "ENTER" to select that option.

Press the "LEFT" or "RIGHT" arrow key to ignore the
popup and move on to the next field on the page.

To modify an option on the "POPUP MENU", position the
highlight bar over the field to modify then press the
"F10" key. Make your change then press "ENTER" for the
change to take effect. The changes to the popups will
automatically be saved in the parameter file
"contact.hdr" when you exit Contact Plus.

@@
Enter a 10 character tickler field that will appear in
the "TICKLER PAGE" for the selected contact.

The followup tickler is useful for automatically
sending followup letters or making followup calls on a
schedule.

Examples:
   callback   1stletter    birthday
   meeting    2ndletter
   thanks1

@@
Enter a date offset at the prompt. For example, if the
first followup activity is a brochure to be sent 4
weeks after the initial contact this would be
specified using date arithmetic as "+4w".

A series of scheduled followup dates can be specified
as follows:

  "brochure   +2w"  - send brochure in 2 weeks
  "call1      +6w"  - followup with call 6 weeks
  "letterf    +10w" - send a letter in 10 weeks
  "giveup     +16w" - final letter at 16 weeks

You can also use negative date offsets to anchor from
a date in the future.

  "Conference -1w"
  "Deposition -5w"
  "Interrog   -10w"

Hint: When entering date arithmetic, use "weeks"
instead of months so that your followup dates aren't
scheduled on a weekend. For example:

  1 July 92 (Wed) + 4 weeks = 29 July 92 (Wednesday)
  1 July 92 (Wed) + 1 month = 1 Aug 92 (Sunday)

@@
Press one of the following keys:

   "a"           - add a new note
   "d"           - delete a note
   "t"           - change the time/date
   "ENTER"       - update a note
   "UP ARROW"    - previous note
   "DOWN ARROW"  - next note

Each note is time stamped and belongs to the contact
currently displayed. Once the contact is deleted, all
associated notes will be deleted also.

While editing each note the following keys can be
used:

  "ARROW KEYS": position cursor
  "CTRL-END":   delete to end of line
  "ESC":        quit edit
  "PGDN":       continue to another new note
  "BACKSPACE":  delete previous char
  "DELETE":     delete current char
  "INSERT":     toggle insert/overwrite modes
  "F10":        bring up a popup data entry window

When "adding" a new note, you have the option of
continuing the information to more notes simply by
pressing "PGDN" or by moving the cursor to the bottom
of the note and pressing "ENTER".

The note will be automatically continued to a second
note and the string "(Cont)" will appear at the top of
the second note.

@@
Enter "Y" and the batch file "CBACKUP.BAT" will be
run. First "CBACKUP" squeezes the database into one
compressed file ending with ".ZIP". Then the file is
copied to drive A.

You will be prompted to enter a blank formatted disk
in drive A. The "CBACKUP" batch file will then copy
the current archived database (CONTACT.ZIP) to the
floppy disk.

If "CBACKUP.BAT" is not accessible in the current
directory, the archive database will not be backed
up.

You may modify "CBACKUP.BAT" using the MicroStar word
processor to backup to different drives or to use a
program other than "DOS COPY".

@@
Enter "y" and Contact Plus will search "ALL" ticklers
in the database that are marked as "NOT DONE".

These ticklers will then be moved to a new date that
you may specify. Only those ticklers "NOT DONE"
scheduled "TODAY" and before will be rescheduled.

@@
Use the "UP", "DOWN", "LEFT" and "RIGHT" arrow keys to
select a date. Those ticklers that are marked "NOT
DONE" today will be moved to the date you select.

@@
Enter one of the following options:

    "Y" - save changes

    "N" - discard changes

    "ESC" - discard changes

@@
Enter the name of the holiday or special date here.
Each holiday will appear on all calendars and are
handy to be able to view when scheduling ticklers.

To delete a holiday:

 1) Place the highlight bar over the holiday name.

 2) Press "CTRL-Y" or "CTRL-X" to delete the line.

 3) Press "ENTER" followed by "ESC".

@@
Enter the start and end date for the holiday or
special event.

Press the "F10" key to bring up a popup calendar.

Press "ENTER" when the date has been entered.

@@
Enter a short memo describing this letter or meeting.
Example:

    Thankyou note
    Apology note
    Followup form
    FAXed proposal

@@
Press one of the following options:

   "S" to log a letter sent today or in the past

   "R" to log a letter received today or in the past

   "M" to log a meeting today or in the past

If you are entering letters or meetings in the future,
use the "TICKLER" function. The "F5" key will allow
you to schedule new meetings.

Press "ESC" to quit.

@@
Enter the date that this letter was sent or received
or when the meeting took place "in the past".

If you wish to schedule a meeting or letter in the
"future", use the TICKLER "F5" function ... do not use
this key.

Enter your letters and meetings in chronological order
so that the latest letter will appear at the top of
the "LETTERS PAGE" or "MEETINGS PAGE".

@@
A "POPUP MENU" displaying a list of choices will
appear on certain fields on the "HEADER PAGE", and
"TICKLER PAGE".

If you wish the popup menu of choices to be displayed
automatically, enter "y" at the prompt on this page.
The "POPUP MENU" will only appear if the underlying
field is blank.

Enter "n" and the "POPUP MENU" will not automatically
appear. However, while you are editing the field you
may press "F10" which will summon the "POPUP MENU".

@@
This screen is a display of all letters, meetings
and phone calls made to this client. Use the "PGUP"
and "PGDN" keys to move from page to page.

Use the "UP" and "DOWN" arrow keys to move from entry
to entry. Press the "ENTER" key to change the "MEMO"
field for an entry and press "D" to delete an entry.

The bell will ring if there aren't any calls or
letters for this client.

If the number of calls/letters do not match the actual
number displayed you should run the "LFIX.EXE" program
which will repair the count.

To "EDIT" a letter that was previously generated using
the "F6" key place the highlight bar over the letter
to edit then press "E" to call up the word processor.
If the file exists in the "LETTERS PATH", the word
processor will launch with the name of the letter.

To "DELETE" a letter/phone call or meeting, place the
highlight bar over the item to delete then press the
"D" key. If you are deleting a letter and the letter
exists, you will be further asked if you wish Contact
Plus to delete the actual file.

To change the "DATE/TIME" press the "T" key. You will
be able to change the date and time of the phone call
and the date of the letter of meeting.

@@
Enter "Y" to delete or change the phone call or
letter. The phone call or letter will be permanently
deleted/changed. If you are deleting a letter and the
letter is still stored on the hard disk, you will be
prompted to delete the letter file.

Enter "N" if you do not wish to make the deletion or
change.

@@
Enter "Y" to actually delete the letter stored on
disk. The deletion is permanent and will free up some
storage space on your hard disk in the LETTER PATH
directory.

Otherwise enter "N" if you do not wish to delete the
actual file.

@@
Enter a new memo for the phone call or letter just
selected. Press "ENTER" when finished entering the new
memo and you will be prompted to save the change.

@@
The first six labels are designed for pinfeed
printers. The last 3 labels can be printed on an "HP"
"LaserJet printer". The labels can be purchased from
your paper supplier in the model number specified.

"LASER LABEL CONSIDERATIONS"

  If you are printing labels within the United
  States, it is suggested that you use
  the "1 x 4" labels. They have room
  for "5 lines by 40" characters on each line.

  The "1 x 2 5/8" labels are printed in 16.66 pitch
  font.  Up to 35 characters per line.

  If you are printing to foreign addresses use
  the larger "1 1/3 x 4" laser labels.  Up
  to "7" address lines with "40" characters on
  each line are possible.

Only the larger labels that are 1 7/16 and the Avery
5162/5262 will be printed in a format with 7 lines on
the address:

        Salutation First name Last name
        Title
        Company
        Address 1
        Address 2
        City, State  Zip
        Country

The smaller labels will only be printed in the
following format:

        Salutation First name Last name
        Company
        Address 1
        Address 2
        City, State  Zip

@@
Enter "y" if you wish the contact's title to appear on
the label, otherwise enter "n".

The title will appear directly under the contact's
first and last name.

@@
Enter "y" if you wish the contact's company name to be
printed on the label, otherwise enter "n".

@@
Enter the name or partial name of the tickler which
you wish to select for this mail/merge.

All contacts with ticklers "NOT DONE" matching this
name along with the dates that are selected will be
printed.

You can type in the exact name of the tickler to match
or you can enter the first few characters that match.

The following table shows how partial names will
match:

 YOU SELECT      WILL MATCH
 letter          letter1, letter2, ...
 lett            letter1, lettxx, ...
 l               letter, lunch, letter1, ...

@@
Enter the name or partial name of the tickler which
you wish to select for the TODAY'S TICKLER report.

All today's ticklers "NOT DONE" matching this name
along with the dates that are selected will be
printed.

You can type in the exact name of the tickler to match
or you can enter the first few characters that match.

The following table shows how partial names will
match:

 YOU SELECT      WILL MATCH
 letter          letter1, letter2, ...
 lett            letter1, lettxx, ...
 l               letter, lunch, letter1, ...

@@
Enter "y" if you wish each tickler to be marked
"DONE" as they are being printed.  Otherwise enter
"n".

This question is only asked when you are sending the
mail/merge output to a capturefile or the printer.

@@
The following keystrokes are available:

  "I" - change the current INDEX

  "S" - SEARCH for a contact based on the index
      fields ("very quick" but not as flexible
      as the FIND option).

  "F" - FIND a match on non-index fields such
      as phone numbers, all user defined
      fields, and biographical fields.  Allows
      for "contains" type of searching.  This
      search is flexible, although it is much
      "slower" than the SEARCH command.

  "N" - find NEXT match (this command goes hand
      in hand with the "F"ind function.

  "C" - contacts within certain CATEGORIES will
      be flagged ("¢").

  "M" - MARK/UNMARK individual contacts with
      a checkmark ("√")

  "U" - UNMARK all marked contacts

  "D" - make the contact's pending tickler DONE

Additionally, the following keys will navigate
through the screen:

 "DOWN ARROW" - move highlight bar down
 "UP ARROW"   - move highlight bar up
 "PAGE UP"    - move up a whole page
 "PAGE DN"    - move down a whole page

 "LEFT ARROW" - change view to different columns
 "RIGHT ARROW"

 "SPACE"      - search "forwards" until next contact
              that is flagged with a ("¢") or marked
              with a ("√") is found.

 "BACKSPACE"  - search "backwards" until next contact
              that is flagged with a ("¢") or marked
              with a ("√") is found.

 "ENTER"      - select the highlighted contact

 "ESC"        - exit the VIEW screen

All of the standard function keys are available while
the highlight bar is on a contact. You may dial the
contact by pressing "F3" or "F4". Notes can be
retrieved by pressing "F7". Send a letter using "F6".
Look at history by pressing "ALT F10". Enter a new
tickler by pressing "F5".

Press "ESC" to exit this screen. The view screen is
only available when the "CONTACT HEADER SCREEN" is
displayed. If you are updating the contact or have any
popup on the header screen, the "VIEW" screen will not
appear.

@@
  "First name" - searches on the first name field for
    possible matches.

  "Address line 1/2" - searches both address line 1
    and 2 for matches.

  "Biographical" - searches for contacts with a
    matching string in the name and location fields
    (see the upper box on the HEADER page).

  "User defined" - searches all 16 user defined
    fields.

  "Second/Third address" - searches the second and
    third address lines on the SECONDARY page.

  "Phone numbers" - searches on all three phone
    numbers.

@@
 "Contains search" - the field will match upper and
 lower as long as the search string is "contained"
 within the contact field:

   "you" matches 'How are "YOU" doing?'
   "west" matches 'South"West"ern region'
   "555-121" matches '444-"555-121"3'

 "Starts with (non case-sensitive)" - the field MUST
 match character by character starting from the
 beginning of the field. Both upper and lower case
 will match.

   "Hello" matches '"HELlo" there how are you?'
   "555-121" matches '"555-121"-5544'
   "555-121" does NOT match '444-"555-121"3'

 "Starts with (exact match)" - the field in the
 contact record "MUST" match the search string
 character by character starting from the beginning of
 the field. Upper and lower case are significant.

   "The Big" matches '"The Big" Red Fox'
   "Jumped Over" does NOT match '"Jumped over" the'
   "How" does NOT match 'Hello there "how" are you?'

@@
Enter the search string you wish to locate within the
contact data. The search will start from the current
contact and proceed to the end of the list. When the
end of the list has been reached, the search will
start from the top and end at the current contact.

You may press 'ESC' to interrupt the search.

@@
A followup schedule can be automatically set for each
contact that is selected and printed. This is handy if
you wish to send a followup letter to each of your
contacts that have received this letter.

If you answer "A" or "B" you will be prompted to enter
an "ANCHOR" date. It is from the anchor date that the
followup schedule will be based.

If you don't want the selected contacts to be placed
on a followup schedule, simply press the ENTER key.

@@
Enter the first few characters of the contact's name,
company name, user defined field 1 or 2 or zip code.
The actual choice will depend on the index currently
set.

If the index is set to "TICKLER DATE", enter a date at
the prompt in the form "DD MMM YY". Enter '"."' for
today as a shortcut.

@@
Contact Plus has found a likely tickler for today that
hasn't been "DONE" yet. Perhaps this was a callback
tickler that has now been completed.

Enter "y" to mark the tickler associated with this
contact as "DONE". Otherwise press "ESC" or enter "n".

@@
There are already contacts in this database that
have been marked either by pressing the "ALT-M" key
from the CONTACT MENU or the "M" key from the "VIEW"
screen.

Since you have elected to mark those contacts that
will be printed, you have two options:

1) "Add to existing marks" - the reporting process
   will add the contacts that are printed to the
   existing list of marked contacts.

2) "Clear and replace existing marks" - will first
   clear out all existing marks before marking
   those contacts that are printed.

@@
Enter a new date using the cursor keys. Press ENTER
when you have selected a new date. The new date will
become effective immediately.

@@
Enter a new time.  Examples of entering a time
are as follows:

    "11"   -  11 am
    "1"    -   1 pm
    "8p"   -   8 pm
    "5a"   -   5 am
    "5"    -   5 pm
    "1123" -   11:23 am

@@
When you press the "F6" key to write an individual
letter to a contact, Contact Plus Professional
automatically generates a unique file name for your
letter.

If you select "Last/First name" the letter will be
named using the last and first name of the individual
followed by three digits as part of the file
extension. For example, "John Doe" would get a letter
named "DOEJOHN.001". The last and first name are
limited to "8" characters.

If you select "Company name" the letter will be named
based on the person's company. If the contact doesn't
have a company name then the "Last/First" combination
will be used.

@@
Enter "YES" and a history of all phone calls will be
stored in the file called "PHONE.AUD" located in the
Contact Plus directory. The "PHONE.AUD" file will
continue to grow as calls are appended. You will
occassionally wish to delete the file as phone calls
could fill your disk.

The "PHONE.AUD" file is simply an ASCII text file that
can be printed or edited.

@@
If you ordered the special "Postbar" add-on product,
answer "Yes" here. The "Postbar" add-on product will
automatically print bar codes conforming to US Postal
guidelines based on the zip code.

The bar codes will be printed on valid American
zipcodes only.

Otherwise answer "no".

@@
Enter "Yes" if you wish deleted ticklers to be stored
as notes/meetings/letters/calls. The tickler
date/time, memo, status will all be transferred.

This is handy since there are only 15 ticklers (or
future events) that are scheduled for each contact.
Once the event has taken place, you can then delete
the tickler and it will be transferred to the
appropriate history (letter/meeting/note/call)
automatically.

@@
Select one of the transfer options and the displayed
tickler to be deleted will be transferred to the
appropriate "note", "letter", "meeting" or "phone
call".

Select "Don't transfer" if you do not want the tickler
to be transfered. It will still be deleted.

@@
Select an available date format to use for mail/merge
and form letters. The user defined date fields
accessed with the "*w1", "*w2" and "*w3" codes will be
printed according to the format you enter here.

The birthdate field "*bd" will also be formatted
accordingly.

@@
Enter a "User Identification" here.  Your initials are
fine. Your user "id" will appear on each note, phone
call, letter and meeting as part of the message field.

This is particularly handy when using Contact
Plus with the "smart merge" facility.

Press "CTRL-X" and "ENTER" to clear.

@@