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

Text File | 1995-03-03 | 20.5 KB | 708 lines

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Enter a two or three letter name for the contact who
will be using the system. All history and notes will
be stamped with his "user id".

Each user must have a "unique" id.

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Enter your company name or title which will appear at
the top of ALL reports and screens.

Some users use this field to easily identify the
database in use.  For example:  "HOT PROSPECTS"

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Enter up to an 8 letter password here for the user.

The user does NOT have to have a password, if you do
set a password, the user can reset his password by
running Contact Plus LAN.

This is the only place that passwords are visible,
therefore you should keep the "SETUP" program away
from any unauthorized users.

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For each function on the screen, you have the
capability of selecting allowing or denying access
using the flags "A", "C" or "D".

    "A"dd - the user is allowed to add new
          information.

    "C"hange - the user is allowed to change
             existing information.

    "D"elete - the user is allowed to delete
             existing information.

If a dash "-" is in the field, then the user does
"NOT" have access to that function.

You may elect to assign a user "NO" rights by clearing
off all "ACD" fields across the user's record. This
has the effect of making the database "read-only".

To give all permissions enter:
    "ACD"

To exclude deletion privileges:
    "AC"

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

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

This may occur on certain old CGA monitors.

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Enter "Yes" if you want Contact Plus to poll the
keyboard allowing when ALT is pressed or released
to change the status line at the bottom of the
screen.

If you answer "No", the status line at the bottom of
the screen will NOT change when ALT is pressed.

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Enter "Yes" and Contact Plus will swap to DISK when
launching other applications such as the word processor
(F6) or via the hotkeys (ALT-F1, ALT-F2 ... ALT-F6).

If you answer "No", then Contact Plus will NOT swap to
disk, resulting in less conventional RAM available to
the launched application.

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

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

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

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

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Enter a number from "1 ... 99" as a measure of how
mouse sensitivity.  Higher numbers will slow the
mouse down.

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

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Enter a number from "1 ... 99" as a measure of the
mouse sensitivity. Higher numbers will slow the mouse
down.

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

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If you have an "EGA" or "VGA" card and monitor and wish
to display "43" lines of text for an EGA and 50 lines
for a VGA during the report browse and through the
VIEW screen, select "yes" at the prompt.

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

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

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

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

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

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

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

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

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

The database will be "PERMANENTLY" deleted.

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

Otherwise press "ESC" or enter "N".

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

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Enter a label for the category listed. Your contacts
may be separated according to each code in the
SELECTION MENU. The SELECTION MENU will appear when
running the reports, mail/merge and mailing labels.

Examples:
    Category A: Western
    Category B: Southwest
    Category C: Northern
    Category D: bananas
    Category E: eggs

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Enter a number from "1" to "30". You will then be able
to change the settings for that particular machine ID
from the previous menu.

You have the capability of storing up to "30" machine
types. The machine settings are stored in the
subdirectory called ".\MACHINE" in files called:

    "machine.<id>"

After defining a machine you may use the DOS COPY
command to copy a machine ID to other machine ID's.
This can save time during setup:

    cd machine
    copy machine.1 machine.2

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

Contact Plus currently works with Hayes compatible
modems only.

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If you wish to send a modem initialization string
when the program starts up enter the string here.

Make sure to start the string with the letters
"AT" which is a hayes modem command that stands
for "attention".

Examples of some codes are:

    "ATL2M1S11=55S0=0"

 AT       modem ATTENTION command (mandatory)
 L2       Speaker volume (1-low,2-med,3-high)
 M1       Speaker ON until connection
 S11=55   speed dial (low numbers -> fast dialing)
 S0=0     disable auto-answer

See your modem reference manual for more details.

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

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Enter one of "300", "1200", or "2400" in the
baud of the modem.  A standard number will be
"1200".  This parameter should not matter in most
cases.

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

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

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

Allowable values are 50 through 120.

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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 10, Contact Plus will advance 10
spaces before printing each line.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Sample codes for the HP Laser Jet:

    <Esc>E    - Printer reset

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

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

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

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

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

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

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

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

Contact Plus doesn't currently support a serial
printer port, however, you can direct the output of
the report using the "capturefile" option and print
the report to the "PRN" device.

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If you wish to send an initialization and reset string
to the printer every time a report is printed answer
"y" to the question.

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

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

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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 10, Contact Plus will advance 10
spaces before printing each line.

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

Blank lines will be squeezed out of the label.

"AMERICAN FORMAT" (address will appear UPPER CASE)

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

"CANADIAN FORMAT"

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

"EUROPEAN FORMAT"

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

"LATIN AMERICAN FORMAT"

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

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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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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.

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Enter "Yes" if you want the company name to appear on
the labels and envelopes (using the "ALT-L" and
"ALT-E" keys). This option only takes effect with the
single labels and envelopes generated using the
ALT-L/ALT-E keys.

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 "Y" if you want the title to appear on the
labels and envelopes (using the "ALT-L" and "ALT-E"
keys).

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

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

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

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

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

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

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

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

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

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

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

This adjustment only works for mail/merge labels, it
has no effect on the individual LABEL function
accessed using the "ALT-L" key.

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Use the UP/DOWN arrows to move from choice to choice
and press ENTER on the appropriate choice.

You must first create empty databases for use in
Contact Plus LAN.  Once the database has been
created, you must put in at least "ONE USER"
into that database using the "User Setup Menu".

Use the "Machine Setup Menu" to set printer settings,
modem/phone settings, mouse settings, etc.

The "System Setup Menu" allows you to enter user
defined fields for each database.

The "Holiday Setup Menu" allows you to setup global
database wide holidays or special dates. Any date
appearing on a "system holiday" will appear with an
asterisk. This is handy for scheduling company closing
schedules.

Use the "F2" save screen key to take a snapshot of
screens in this program for later printing.

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

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You have the following options:

 "Screen" - view output directly on the screen

 "Printer" - send the output directly to the
           printer

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

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

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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.

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

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

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Enter the name of the holiday or special date here.
These are system holidays which will be displayed in
addition to the personal holidays set by each user.

To delete a system holiday:

 1) Place the highlight bar over the holiday name.

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

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

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

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

Press "ENTER" when the date has been entered.

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Enter the name of a new database. The database should
NOT contain spaces or special punctuation characters
that are not allowed as files names in DOS.

The database will be created and stored in the
sub-directory "DATA".

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By answering "Yes", Contact Plus will check to see if
any other user has marked the contact record before
allowing a deletion of the contact record. If the
contact record is marked by someone else, the
particular user is informed who has the record marked
and will disallow the user from deleting that
particular contact.

There is a "performance penalty" in that all
operations involving marking or unmarking contacts
will slow down if set to "NO".

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Use the UP/DOWN arrow keys to position the cursor over
the database to open and press ENTER.

The database will be opened, allowing you to make
changes to its settings.

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The "Machine Setup Menu" allows you to setup different
machines with different capabilities. Each machine in
your network should have a number assigned to it.

For Example:

  Machine 1 has a mouse and a color monitor.
  Machine 2 has a color monitor and a printer.
  Machine 3 has a mono monitor only.

The machine id gives you the ability to have users
log into different machines without having to worry
about the capabilities of each machine.

If the environment variable "MID" is set, then Contact
Plus LAN will "not" prompt you for the machine "ID"
during the login process.

More than one machine may share a "machine id". That
is you can have several machines (if identically
equipped) with the machine id "1".

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