Software of the Month Cl…ness) 1997 September #242/Software of the Month Club - Business Shareware (September 1997).iso/dos/biz/landemo2/c.hlp

Text File | 1995-03-03 | 98.0 KB | 3,304 lines

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"Contact Plus LAN" is an interactive filing 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. Along with the
history is the date, time and user id of the person
responsible for taking the call or letter.

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 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 on the number of notes that
are stored for each contact.

Each contact can be tagged with up to "17" 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.

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.

The "ESC" key is used to exit menus and stop reports
at any time. These keys indicate that you are
finished looking at the display on the screen. This
key is used GLOBALLY through 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 other than a
DOS program by setting the COMMAND parameter in the
SYSTEM SETUP MENU. Details are presented in the
documentation. The DOS keys can be pressed at any
time.

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 (LTRS/MTGS) will allow you to record a
meeting, incoming or outgoing letter. The date, status
(SENT/RECEIVED) and a note 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 (LTRS/MTGS).
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 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.

While editing an existing field the following keys are
active:

   "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

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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
place you at 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.

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Enter:

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

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

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Enter:

   "Y" - save the changes permanently

   "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 and history,
these fields will be blanked out.

This is especially useful when entering a batch of new
contacts in 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.

There is no way to undelete a contact.

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Enter the salutation.

Examples :

     Mr. and Mrs.
     Mr.
     Mrs.
     Dr.
     Professor

Enter "ESC" to exit. To erase a field, press the space
bar once at the start of the prompt then 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.

To delete the memo: (1) clear out the field by
pressing "CTRL-Y" or "CTRL-X", then (2) press
the "ENTER" key at the prompt.

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

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This page is a list of 8 user defined fields and 2
addresses. 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"


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Enter a second or third address line for the
contact.  You may wish to store a shipping or
billing address here or you may want to store
the name and department of other contacts within
this company.  Each line can be up to 35 characters
in length.

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

The mail/merge codes are "*l1", "*l2" ... "*l8".

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Enter a character string designated by the prompt.
This is one of eight fields that are user defined
fields in Contact Plus. The first two user definable
fields are index fields.  The contacts are
automatically sorted by the index fields as you
enter them into the system.

Although you cannot sort on the remaining 14 user
fields (field 3 through 16), you can filter out
information in the reports by using the SELECTION
MENU.

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

The mail/merge codes for the user defined index
fields are as follows:

    user 1 - "*u01"
    user 2 - "*u02"
    user 3 - "*u03"

    ...
    user 16 - "*u16"

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The eight user defined fields on this page are all
24 characters in length.  You may store anything
in these fields.  They are mostly for informational
purposes only.  You cannot search or sort on these
fields through Contact Plus.

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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.

  "U" - display ticklers assigned to a particular
      USER ID.

  "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 letters of the tickler you wish
to filter on.  For example, if you wish only to
see dates with ticklers of "CALL", you may enter the
letters: "CALL", or "CAL", or "CA".  Only those
dates with ticklers matching the filter you select
will appear.

Leave blank for all ticklers.

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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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Enter the user "ID" of the ticklers you wish to view
in the calendar.  Only those ticklers assigned to the
user you select will be displayed.

Leave blank for ALL users.

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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.

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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.

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

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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

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Enter a new elapsed time in minutes.  To clear out
the elapsed time, press SPACE then ENTER.

Although the elapsed time will be entered in
minutes, the display will read HH:MM.  So
entering 90 minutes will result in 01:30.

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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 the
ENTER key. The date will become "**/***/**."

The mail/merge codes for the dates are "*w1", "*w2"
and "*w3".

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.

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

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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.

To blank out the date, (1) press "ESC" to clear the
popup calendar, (2) press the SPACE BAR followed by
the ENTER key. The date will become "**/***/**."

The mail/merge codes for the birthdates is "*bd".

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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 LAN IN the database with ticklers.

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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.

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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.

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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.

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If you wish to check ALL ticklers belonging to
everyone for scheduling conflicts enter "EVERYONE"
at the prompt.

Otherwise, only those ticklers that are assigned
to you will be checked for conflicts.

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Enter "Yes" for 24 hour time format display.

Otherwise, enter "No".

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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.

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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.

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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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The CURRENT month (that 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 down/up 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.

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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 edit an existing tickler:

     1)  Press "F5"

     2)  Use the UP/DN arrow keys to locate the
         desired tickler.

     3)  Press "ENTER"

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

Press any key to return to the SELECTION MENU.

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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

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

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".

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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.

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 "user id" of the person responsible for
maintaining this particular contact.

This is valuable for the reporting functions where
selections can be made by the "WHO" field.

The mail/merge code for the WHO field is "*ap".

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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 x 444"

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.

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

@@
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".

@@
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 24 different
codes or categories.

The mail/merge code for the category is "*ca".  The
mail/merge output will be a sequence of letters as
in "ABCFS".

@@
This page is a graphic view of the status of all phone
calls, letters and ticklers 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.

@@
This page displays the last 15 letters/memos sent to
or received from this contact. All letters/memos are
stored, this page only displays the previous 15 only.

To view more entries, use the ALT-F10 (HISTORY) key or
see the LETTER HISTORY report. If there aren"t any
phone calls or letters to display, the bell will ring
when ALT-F10 is pressed.

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

@@
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 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.

  "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-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

"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 on
today, simply enter a dot "." at the KEY prompt. You
can scroll to the next contact with a pending 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 access the word processor. Before
accessing the word processor, make sure that the name
or path of the word processor is stored under the
SYSTEM SETUP MENU. Also, you must create a template
file (it may be blank) in which Contact Plus will fill
in the proper fields. For a sample template file, see
the files ending with ".frm" provided with the DEMO.
The template files must end with the extension "FRM".

"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.

"LETTERS:"

Press the "F8" key to record an incoming or outgoing
letter.  The letter will have a description, date
and status (SENT/RECEIVED).  This is different from
the "F6" (WP) key in that it doesn"t place you into
the word processor.  This key is for adding new
information to the LETTERS page.

"HISTORY:"

Press the ALT-F10 key to view the history available
for the contact.  All previous letters and phone
calls will be displayed.  It is from the HISTORY
window that you can edit or delete the record of
old letters and phone calls.

"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.  Each POPUP MENU can be customized for
each user.

@@
Welcome to the "LAN" version of Contact Plus!
You will spend most of your time in the Contact Menu
where you have interactive access to all contacts in
the database.

The LAN version allows multiple users simultaneous
access to the database.  It provides record locking
so that users will not inadvertently destroy someone
else's work.

Press one of the letters highlighted or use the arrow
keys to highlight a menu item.

You may press the F1 (HELP) key at any time for a help
window. Use the "ESC" key to move away from a prompt and
use the ENTER key to move towards 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.  It will allow you to escape from the
current menu or screen.

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

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


"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 "sounds-like" 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

"OPEN NEW DATABASE"

You may open a different database as long as your
user ID is in the new database.  If you do not have
the same ID in the new database, you will not be able
to access that database.

"UTILITY MENU"

Use the UTILITY MENU to access the following:

   o user defined fields,
   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".  This file can be stored in the
SCREENS directory (see the SYSTEM SETUP MENU).

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
screens directory will be cleared.

"ALTER THE DATE"

Change Contact Plus's idea of the CURRENT date. The
CURRENT date is displayed at the top right corner of
the screen and reports. This operation will not
change the date of the computer system -- only the
date of the Contact Plus system.

This is a temporary change only.  It is only
effective while you are logged in to Contact Plus.

Since all phone calls, notes and letters are stamped
with the date and time, it is important that the
correct date and time are set before starting up
Contact Plus. The date and time are taken from the
system.

@@
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 and 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.

@@
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 user id you used to log in must be the same user
id that will be used to open the new database.  If
you do not have a user id in the new database, you
will not be allowed access.

@@
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 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.

@@
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 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

@@
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.

@@
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.

@@
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.

@@
Press "y" to finish this session with Contact Plus.
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.

@@
Your permission settings are viewable from this menu.

Also you may change your password from this menu. You
will have to enter your old password before entering
your new password.

@@
Reschedule ticklers to a date in the future.  Only
those ticklers matching the following criteria will
be rescheduled.

Ticklers that are :

  1) today or in the past
  2) assigned to your user ID
  3) marked as NOT DONE

@@
Change various system parameters to your liking such
as: error bell settings, alarm settings, mailing
label settings, etc.

These changes will only affect YOU and your use of
the database only.  Other users will NOT be affected.

If you're running more than one database, you must
set these same parameters in the other databases as
well.

@@
Change the names of the mail/merge templates,
defaults for CITY, STATE, ZIP and COUNTRY, and
define the hotkey launch buttons.

These changes will only affect YOU and your use of
the database only.  Other users will NOT be affected.

If you're running more than one database, you must
set these same parameters in the other databases as
well.

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

These changes will only affect YOU and your use of
the database only.  Other users will NOT be affected.

If you're running more than one database, you must
set these same parameters in the other databases as
well.

@@
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.

These changes will only affect YOU and your use of
the database only.  Other users will NOT be affected.

If you're running more than one database, you must
set these same parameters in the other databases as
well.

@@
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 special.  If the
date is a SYSTEM HOLIDAY the date will be marked
with an asterisk "*".  System holidays are setup
by the system administrator using the SETUP program.

These changes will only affect YOU and your use of
the database only.  Other users will NOT be affected.

If you're running more than one database, you must
set these same parameters in the other databases as
well.

@@
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.

These changes will only affect YOU and your use of
the database only.  Other users will NOT be affected.

If you're running more than one database, you must
set these same parameters in the other databases as
well.

@@
Enter the local area code. Those phone numbers with
area codes that match this area code 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.

If you want to over-ride the dialing logic, place
an asterisk at the end of the phone number telling
Contact Plus LAN that you wish to dial the number
AS IS without any prefix or suffix:

    [phone] *

@@
Enter the local dialing prefix. If the area code
matches the LOCAL AREA CODE in the prompt above,
the call will be treated as a local call and the
local dialing prefix 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 area dialing suffix. If the area
code matches the LOCAL AREA CODE parameter, the
call will be treated as a local call. After
the dialing prefix and phone number have been dialed
the dialing suffix will be dialed.

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

@@
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.

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

@@
Press "ENTER" to see all reports on the screen.

Select the "printer" to send the reports to a printer
- directly.

Select "capturefile" to send the output to an ASCII
file. If the file exists, the output will be appended
to the file. Otherwise, a new file will be created.

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

@@
Enter "Y" if you wish the popup menu to appear
automatically in the CONTACT MENU whenever a prompt
with "..." appears. For example a popup over the
salutation field under the HEADER PAGE may look like:

    +- SALUTATION ----+
    | A - Mr.         |
    | B - Mrs.        |
    | C - Mr. & Mrs.  |
    | D - Doctor      |
    +-----------------+

Enter "N" and you must press "F10" to bring up the popup
menus.

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

Type "n" 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 and is ASCII, Contact Plus will
APPEND to it. If it isn't ASCII, you must make another
selection.

@@
Contact Plus cannot make contact with your printer.

Contact Plus is set up to talk to LPT1 or LPT2. 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 "y" to delete the screens previously saved in
the file "screen.sav". Otherwise, enter "n".

@@
Enter the number of spaces from the left edge of the
paper at which you want the printer to start printing.
I.e. if you enter 5, Contact Plus will advance 5
spaces on each printed 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.

@@
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.

@@
Select the level of detail you want for the reports.

"Name only" -      prints the contact's name and
                   company only

"Name & address" - prints the contact's name, company,
                   address lines 1 and 2, city, state,
                   zip and country

"Name & phone numbers" - prints the contact's name,
                   company, phone 1 and 2 and the fax
                   number

"Name & address & phone numbers" - print contact's
                   name, company, title, address
                   lines, city, state, zip, country
                   and all phone numbers

@@
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.

@@
The profile report gives you the option of selecting
which contact items get printed. Rather than printing
a voluminous report, select only those items you are
particularly interested in.

Press "Y" or "N" to change an option.  Press "ENTER"
to move the highlight bar from choice to choice.

After finished selecting your choices, press
"ESC" to continue to print the profile report.

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

This works with WordPerfect for DOS only.  If you
are using WordPerfect for Windows, you must create
the secondary file using the "External mail/merge"
"output" option.

It is important that the "WordPerfect macro" file
called "CPLUS<uid>.WPM" already exist either in the
WordPerfect Macro area. Substitute your user id
for the "<uid>" term above.

Instructions on how to customize and create the
appropriate macro file are presented in the System
Administrators Manual.

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.

@@
Select the type of output format to be generated.
If you select "WordPerfect 5.x", a WordPerfect
file in secondary merge format will be generated.
All biographical fields will be output to the
secondary mail/merge file.

If you select "MicroSoft Word (all fields)", then
all biographical fields including user defined
fields will be output to a comma-delimited
ASCII text file.

Select "MicroSoft Word (biographical only)" to
get a comma-delimited ASCII text file to include
the following fields:

 name, company, address, city/st/zip, country
 phone numbers

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

@@
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).

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

@@
The "CUSTOM REPORT MENU" allows you to create,
delete, modify and use custom report templates that
you have personally created.

You have control of up to 10 columns of information.
Most contact fields can be displayed in any of the
10 columns.

The reports are stored in ".REP" files and should
be separated into different directories per
database.  The reason is that

@@
Use the arrow keys to highlight the appropriate custom
form and press "ENTER".

Otherwise, press "ESC" to cancel.

@@
There are 10 columns that you can select for your
custom reports. You may select the field and the width
of each field subject to the following constraints:

 You cannot have more than 80 characters on one line

 You cannot have more than 10 fields (columns)

 A field must be a minimum of 2 in width

Select the field you wish to appear in the report
using the "Up/Dn" arrows.  Press ENTER when the
desired field is highlighted.

Use the "DELETE FIELD" option to delete a field from
the custom report.

Use the "INSERT FIELD" to insert a field "above" the
current highlighted field.

@@
Enter the width of the desired field. If you enter a
value smaller than the "MaxWidth" value, truncation
may occur. You may need to experiment with this to get
it right.

A space will be included in the width.  For example,
to print a 5 digit zip code you should use the
width of 6 (5 digits plus one space).

The "maximum" value you enter may be dependent on the
number of character spaces left in the report (where
80 is the maximum number of spaces available).

@@
Type in the name of the report. You can use up to 8
characters. The report will be stored in the REPORT
DIRECTORY as specified in the SYSTEM SETUP MENU.

The extension ".REP" will automatically be added.

@@
Enter the "directory" where your custom reports
templates will be stored.  Each custom report
template will be stored in a file ending with the
extension ".rep".

Contact Plus Corp. recommends that you keep different
report directories for each database.

@@
Select a sort option. All contacts will then be sorted
by the selection you made.  You may sort by:

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

If you want super fast access to the contacts that
have been marked select "Marked Contacts". The
contacts will not be sorted. This is especially useful
if you have only a few marked contacts that need to be
printed and you don't want to scan the entire database
searching for the marked records.

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

@@
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.

@@
Enter the ID of the user you wish to filter the
contacts by.  Each contact's "WHO" field will be
compared with the ID you enter here.  If there is
match, that contact record will be printed.

The WHO field compared is the one displayed on
the HEADER screen.

If you want ALL contacts, simply press "ENTER" to
leave this blank.

@@
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.

To use the "CONTAINS" search strategy, surround the
string you are looking for with asterisks.  For
example, if you are searching for cities containing
the string "OF", enter "*OF*" in the FROM field.

@@
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 NUMBERS"
    "ADDRESS LINE 1 or 2"

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

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

To select all contacts within certain zip code areas,
enter "z" for zip code and enter "87" thru "88" 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.

@@
Enter the user ID you wish to select. If you are
running the PHONE LOG REPORT, only those calls that
were placed or taken by the USERID specified will
be printed. The user ID field can be selected
for the following reports:

   PHONE HISTORY REPORT
   MEETING REPORT
   LETTER HISTORY REPORT
   NOTES REPORT

Press "CTRL-X" then "ENTER" to select everyone.

@@
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 also leave the FROM field "blank" to search
for contacts where the field is BLANK.

You may also 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.

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

@@
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. Contact Plus will print those contacts whose
dates fall within a certain range.

@@
If you select "Day/Month Only", 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

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.

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

@@
Enter the starting date for selection. Press the "F10"
key to bring up a popup calendar or enter a date
manually.

If you leave the starting date "blank" but fill in the
"Thru" date, you will get a report based on dates
appearing "before" the "Thru" date.

If you leave BOTH FROM and THRU dates blank, those
contacts where the date is not set will be printed.

@@
Enter a new temporary 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.

The date you set will NOT affect other applications or
actually change your computer's clock.

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 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 you leave the starting date "blank" but fill in the
"Thru" date, you will get a report based on dates
appearing "before" the "Thru" date.

If you leave BOTH FROM and THRU dates blank, those
contacts where the date is not set 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.

@@
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 path name of the directory where "both" the
"form files AND mail/merge templates" are to be stored.
The form files are used with the word processor as
specified in the WORD PROCESSOR field.

  Example:  "f:\users\elt\contact"

Be careful about changing this parameter without
consulting your system administrator.

Each form file in the form directory should end with
the extension appropriate to the selected word
processor.  Normally this will be  ".FRM".  See the
help screen on the WORD PROCESSOR prompt for a list
of extensions for different word processors.

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"

The form files must be stored as ASCII files for most
word processors. WordPerfect is an exception; the form
files that you create with WordPerfect are compatible
with Contact Plus and need not be stored in TEXT
format.

@@
Enter the full path name where the letters created
using the "F6" key will be stored.

For example, if you wish to store letters in the
subdirectory, "c:\contact\letters" enter the full path
name here. The letters directory can be created with
the MKDIR command (MaKe DIRectory):

    C> "MKDIR \contact\letters"

The form file will be searched for in the path you
specify. If the form file doesn't exist in the path,
the current directory will be searched. The form file
must end with ".FRM".

The word processor as specified in the WORD PROCESSOR
prompt will be called with the path name and created
file.

For example, when the "F6" key is pressed:

  1) The form file "APOLOGY.FRM" is chosen.

  2) A new file - SMITH.001 is created in the
     directory "\contact\letters"using the
     fields in APOLOGY.FRM as a template.

  3) The word processor is called:

      "ms c:\contact\letters\smith.001"

@@
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.EXE"
 WordStar            "\WS\WS.EXE"
 WordPerfect         "WP" or "\WP50\WP.EXE"
 WordPerfect 5.1     "WP" or "\WP51\WP.EXE"
 Word                "\WORD\WORD.EXE"
 WordPerfect for     "LINK.BAT"
   Windows

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 the directory path where the screens that are
saved via the "F2" (save screen) key are stored.

When you press the "F2" key, a snapshot file called
"screen.sav" is created and a copy of the current
screen is stored in the file.  You can setup a
personal directory where your saved screens
will be stored.

If you do not setup a unique area where the
"screen.sav" file will be created, you may end
up with other peoples screen snapshots.

@@
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.

@@
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 89" for February 2, 1989.

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.

@@
Enter the "user id" of the individual assigned to
handling this tickler.

Press "F10" for a list of user ids.

@@
To update or add a new tickler to this page you may
select the "Update/add a tickler" option which will
place you in a spreadsheet-like editing mode.

Otherwise, select one of the followup options to
schedule a number of ticklers for this contact.
You will then 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.

@@
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 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 one of the following letters:

   "o" - call was made ok
   "n" - no answer
   "b" - busy signal
   "l" - left a message
   "d" - didn"t call at all
   "i" - incoming calls
   "s" - no selection made

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.

@@
Record a short note to be stored in the PHONE LOG
PAGE. Once finished with the message press the ENTER
key.  To abort the call press the "ESC" key.

The elapsed time clock will be continually updated
while you enter keystrokes.

@@
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 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 a search string at the prompt. It doesn't matter
whether you enter the search string in upper or lower
case ... both will match.

Each phone call, letter, meeting or note (depending on
the report you selected) will be searched for a
potential match. The match is based on a 'contains'
type of search.

Simply press "ENTER" without a search string to
start the report.

@@
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.

@@
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.

@@
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

@@
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

To delete a followup entry, position the cursor over
the item to be deleted and press the space bar twice.
Then press ENTER.

@@
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

@@
Press one of the following keys:

   "a"           - add a new note
   "d"           - delete a note
   "t"           - change the date/time on a note
   "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
     "BACKSPACE":  delete previous char
     "DELETE":     delete current char
     "INSERT":     toggle insert/overwrite modes
     "PGDN":       continue to a new note

If the line is full, text will wrap around until the
notes window is full at which point a new note will be
added with the message "(Cont)" appearing at the
top of the new note.

@@
Enter "y" and Contact Plus will search ALL ticklers
in the database belonging to YOU 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.

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

Type "n" to turn off this bell.

@@
Enter "Y" to save this note. Otherwise, press "ESC" or
"N" to discard.

@@
Enter the name of the holiday or special date here.

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 the "ENTER" key.

@@
Use the arrow keys to enter the starting and ending
date of the holiday or special date.

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

Press "ENTER" when the date is selected.

@@
Enter new letters/correspondence from this window. A
record of each letter will appear in both the history
popup and the letter page. Press "ESC" if you do not
wish to enter a letter into the system.

Enter a short memo describing this letter or
correspondence.  Example:

        Thankyou note
        Apology note
        Followup form

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Press "S" to log a letter that was sent. Press "R" to
log a letter that was received.  Press "ESC" to quit.

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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".

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Enter the USER ID of the user who was involved in this
meeting or letter.  The USER ID will be stored in the
history (viewable by pressing ALT-F10).

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A POPUP MENU displaying a list of choices will appear
on certain fields on the HEADER PAGE, SECONDARY PAGE,
and TICKLER PAGE. If you wish the popup menu of
choices to be displayed automatically, enter "y" at
the prompt.

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.

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This screen is a display of all letters 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.

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Enter "Y" to delete or change the phone call or
letter. The phone call or letter will be permanently
deleted/changed.

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

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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.

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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

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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.

If you send the output to the printer or a capturefile
you will be asked if you wish the matching ticklers to
be marked as DONE.

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, ...

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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.

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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
 "CTRL HOME"  - move to beginning of file
 "CTRL END"   - move to end of file

 "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.  Will scan each
              record one at a time until found (slow).

 "BACKSPACE"  - search "backwards" until next contact
              that is flagged with a ("¢") or marked
              with a ("√") is found.  Will scan each
              record one at a time until found (slow).

 "CTRL-PGDN"  - search "forwards" until next contact
              that is flagged with a ("¢") or marked
              with a ("√") is found.  Will find next
              marked entry in MARK ORDER.  This is
              MUCH faster than pressing "SPACEBAR".

 "CTRL-PGUP" - search "backwards" until next contact
              that is flagged with a ("¢") or marked
              with a ("√") is found.  Will find prev
              marked entry in MARK ORDER.  This is
              MUCH faster than pressing "BACKSPACE".

 "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.

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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.

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  "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.

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 "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?'

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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 "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.

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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.

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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", "company name" and "country" 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

@@
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".

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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.

@@
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".

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You may change your password from this menu. In order
to change your password, you must enter your old
password before being allowed to enter a new password.

Enter your old password.  Your keystrokes will not
appear on the screen. The password is case SENSITIVE
-- meaning that upper and lower case do make a
difference. I.e. "pAsSwOrd" is not the same as
"PASSWORD".

@@
Enter your new password. You will be asked for
confirmation of your new password. You must enter the
same new password twice.

If you forget your password, you will have to ask the
system manager to lookup your password.

@@