Software of the Month Club 1997 February

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THE CALLING TREE (TM) ┌─┐ └┬┘ ┌──┴──┐ ┌┴┐ ┌┴┐ └┬┘ └┬┘ ┌─┴┐ ┌┴─┐ ┌┴┐┌┴┐ ┌┴┐┌┴┐ └─┘└─┘ └─┘└─┘ Copyright 1993 IN/QUEST, LLC. All rights reserved IN/QUEST, LLC 200 S. Wilcox St., #217 Castle Rock, CO 80104-1911 (303)671-0800 CIS:70505,531 AOL:inquest Fido 1:104/555 WWW: http://members.aol.com/inquest/www/inquest.htm ┌───────┐ ┌────┴──┐ │ (R) ──│ │ │─────────────────── │ ┌────┴──┐ │ Association of │ │ ├─┘ Shareware └──┤ o │ Professionals ─────│ │ │───────────────────── └───┴───┘ MEMBER THE CALLING TREE (tm) D O C U M E N T A T I O N Table of Contents Disclaimer Agreement ..................................... 1 What is Shareware? ....................................... 2 The Association of Shareware Professionals (ASP) Ombudsman ..................... 3 THE CALLING TREE - Overview .............................. 4 Glossary .............................. 5 Quick Start ........................... 7 System Requirements / Installation ....................... 8 System Start-Up .......................................... 10 The Main Menu - Operation Instructions ................... 11 Options .................................. 14 View Tree List ........................................... 21 Searching For Members .................................... 23 Operator Information ..................................... 29 System Defaults .......................................... 32 Printing Reports/Labels .................................. 37 Upgrading from an older version .......................... 42 Registration (Why/What do you get)........................ 43 How to contact IN/QUEST .................................. 44 Other Programs From IN/QUEST ............................. 47 Technical Information and Trouble Shooting ............... 48 Appendixes - A - Sample Reports Calling Sheets (With Family Queue) ............... A-1 Calling Sheets (Without Family Queue ............. A-2 Mailing Labels ................................... A-3 Full Member Record ............................... A-4 List of Members .................................. A-5 Tree (MLM) Genealogy ............................. A-6 Separate files.... Warranty (Optional) Sysop Instructions (Optional) Vendor Instructions (Optional) Registration Form (Optional) Packing List (Optional) Site License (Optional) Desc.sdi (Optional) VendInfo.Diz File_id.Diz - i - ┌────────────────────────────────────────────────────────────┐ │ │ │ DISCLAIMER - AGREEMENT │ └────────────────────────────────────────────────────────────┘ THE CALLING TREE is released into the shareware distribution network under the following terms and conditions. Users of THE CALLING TREE must accept this disclaimer of warranty: "THE CALLING TREE is supplied as is. The author disclaims all warranties, expressed or implied, including, without limitation, the warranties of merchantability and of fitness for any purpose. The author assumes no liability for damages, direct or consequential, which may result from the use of THE CALLING TREE." THE CALLING TREE is a "shareware program" and is provided at no charge to the user for evaluation. Feel free to share it with your friends, but please do not give it away altered or as part of another system. The essence of "user-supported" software is to provide personal computer users with quality software without high prices, and yet to provide incentive for programmers to continue to develop new products. If you find this program useful and find that you are using THE CALLING TREE and continue to use THE CALLING TREE after a 30 day trial period, you must make a registration payment to IN/QUEST,LLC. The registration fee will license one copy for use on any one computer at any one time. You must treat this software just like a book. An example is that this software may be used by any number of people and may be freely moved from one computer location to another, so long as there is no possibility of it being used at one location while it's being used at another. Just as a book cannot be read by two different persons at the same time. Commercial users of THE CALLING TREE must register and pay for their copies of THE CALLING TREE within 30 days of first use or their license is withdrawn. Site-License arrangements may be made by contacting IN/QUEST,LLC. Anyone distributing THE CALLING TREE for any kind of remuneration must first contact IN/QUEST,LLC. at the address below for authorization. This authorization will be automatically granted to distributors recognized by the (ASP) as adhering to its guidelines for shareware distributors, and such distributors may begin offering THE CALLING TREE immediately (However IN/QUEST,LLC. must still be advised so that the distributor can be kept up-to-date with the latest version of THE CALLING TREE). You are encouraged to pass a copy of THE CALLING TREE along to your friends for evaluation. Please encourage them to register their copy if they find that they can use it. All registered users will receive a copy of the latest version of THE CALLING TREE system. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 1 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ WHAT IS SHAREWARE? │ └────────────────────────────────────────────────────────────┘ Please disregard if you have registered your version of THE CALLING TREE. Although you may not have paid anything to get this copy of THE CALLING TREE, it is not a free program. It is distributed on a "shareware" basis. What's that? Shareware is a form of distribution which gives user a chance to try software before buying it. If you try a Shareware program and continue to use it, you are expected to register. Individual programs differ on details -- some request registration while others require it, some specify a maximum trial period. With registration, you get anything from the simple right to continue using the software to an updated program with optional printed manual (See 'Registration (Why/What do you get)') Copyright laws apply to both Shareware and commercial software, and the copyright holder retains all rights, with a few specific exceptions as stated below. Shareware authors are accomplished programmers, just like commercial authors, and the programs are of comparable quality. (In both cases, there are good programs and bad ones!) The main difference is in the method of distribution. The author specifically grants the right to copy and distribute the software, either to everyone, or to a specific group. For example, some authors require written permission before a commercial disk vendor may copy their Shareware. Shareware is a distribution method, not a type of software. You should find software that suits your needs and pocketbook, whether it's commercial or Shareware. The Shareware system makes fitting your needs easier, because you can try before you buy. And because the overhead is low, prices are low also. Shareware has the ultimate money-back guarantee -- if you don't use the product, you don't pay for it. THE CALLING TREE is a "shareware program" and is provided at no charge to you for your evaluation. Feel free to share it with your friends, but please do not give it away altered or as part of another system. The essence of "user-supported" software is to provide ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 2 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ The Association of Shareware Professionals (ASP) Ombudsman │ └────────────────────────────────────────────────────────────┘ THE CALLING TREE is produced by Jim Turner, dba, IN/QUEST, LLC, a member of the Association of Shareware Professionals (ASP). ASP wants to make sure that the shareware principle works for you. If you are unable to resolve a shareware-related problem with an ASP member by contacting the member directly, ASP may be able to help. The ASP Ombudsman can help you resolve a dispute or problem with an ASP member, but does not provide technical support for members' products. Please write to the ASP Ombudsman at 545 Grover Road, Muskegon, MI 49442-9427 or send a Compuserve message via CompuServe Mail to ASP Ombudsman 70007,3536" ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 3 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ THE CALLING TREE - OVERVIEW │ └────────────────────────────────────────────────────────────┘ THE CALLING TREE is a database aimed at helping and organization that needs to track its members in a hierarchical manner. Meaning... At the very top there is one person who is the beginning of an organization of some nature or another. He/She has some function or responsibility where they have to contact one or more people directly and those people then have a function or responsibility to contact others directly under them. And so on down through the tree. It might be an emergency calling system for some emergency response effort, or some simple contact tree to keep club members up to date on meeting changes, or for a large network marketing organization wanting to track all the people downline from them. The Calling Tree supports... 1) The Calling Tree supports system capacities up to 1 million people which can be up to 1 thousand levels from the top of the tree with up to 10,000 people per immediate Family Queue. Automatically keeps count of any members total downline group number. 2) It can automatically assign members to the next available Family Queue. 3) Delete anyone (Any associated downline will automatically compress up to the next level. 4) Move any member to any other member's Family Queue. (If a member has a downline, Optionally move the their downline with them or let their downline compress up to the next level) 5) Track up to 7 phone numbers (Day, Night, Cellular, Fax, Voice Mail, Pager, Other). Vanity (Alpha/Numeric) numbers are supported 6) Dial any phone number directly from the screen. 7) Track up to 5 dates. International Date Formats are supported. 8) Several print out options, including ability to print out multiple layers of Family Queues for maximum contact capability 9) Search for and retrieve tree members using phrases or key words. Do compounded searches {AND, OR, NOT} in multiple passes. 10) Quick Key views of whole database, member's Family Queue or Groups. 11) Quick Key step up/down through tree. 12) Print outs are to a default printer (Default is Epson Compatible) 13) Look at, search refine, and work on database subsets 14) Quasi contact management features. 15) MLM Genealogy is supported. 16) Calendar Viewer (Page Forward/Backward) through Monthly Calendar 17) Integrate your own customized list of alternate programs to launch. Call up your favorite text editor or word processor, run a CD etc. A quick course on THE CALLING TREE structure..... ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 4 ────────────────────────────────────────────────────────────────── ----[ GLOSSARY OF TERMS ]---- LEVEL This is how many people are between you and the top of the tree. If you are Bob and you started this program and then added Sue to your family queue, you would be level zero and Sue would be level 1. If you added John to your family queue, John would also be level 1, but if you added John to Sue's family queue, John would be level 2. FAMILY QUEUE (Frontline) Number of people (tree members) directly below you in the tree (could be hundreds). This could be your immediate downline if you are in network marketing. FAMILY QUEUE PARENT (Upline) Person directly above you in the tree (will be only one). This might be your sponsor if you are using this in network marketing. GROUP or DOWNLINE A tree member's downline consists of all those people in the member's immediate/direct contact group and all the people in those contact groups. When you have a tree organization, every member of the tree is related to someone else in an hierarchical fashion. A simple tree might look like this. Level -0- BOB │ ┌───────────┬─┴─────────┬─────────────┐ │ │ │ │ -1- SUE MARY JACK LARRY │ │ │ ┌──────┬┴────┐ ┌─────┬┴───┐ ┌─┴─────┐ │ │ │ │ │ │ │ │ -2- IVAN HARRY MO RICK AL PAUL TED ALICE │ ┌───┴───┐ │ │ -3- FRICK FRACK Note: It was possible, for illustration purposes, to draw this tree from left to right rather than from top down. I chose from top down. So, consequently, all references in the documentation text are 'up' or 'down' or 'upline' or 'downline'. Example: Frick and Frack are downline from Mo. Frick, Frack, Mo, Harry, Ivan are downline from Sue. Sue is their upline. When building and maintaining a tree it is important to have a handy means to recognize those relationships. THE CALLING TREE does this with a constant reference to Level from the top of the tree and the Family Queue Number. The 'Level' refers to the steps a member is removed from the top of the tree and the Family Queue Number refers to how many people are in a member personal ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 5 ────────────────────────────────────────────────────────────────── and immediate downline. Notice in the example above, that Mo is level 2 (2 steps from the top) and has 2 people in his Family Queue (Frick and Frack). Sue is level 1 (1 step from the top) and has 3 people in her Family Queue (Ivan, Harry and Mo). Sue has a Group of 5 (Ivan, Harry, Mo, Frick and Frack). You may at sometime want to move someone closer to the beginning of the tree. Just reassign them to a queue at a lower level. It is that easy. General Information.... Pressing [F1] from many places or screens in the system will give you a context sensitive help screen with information relative to where you are at the moment. The exception to this is the few times that you may be in a scrolling list screen. In those instances the [F1] key will give you 'Jump [F1]' window. This window allows you to enter a key word in order to jump to another part of the list. The key word is only relative to the index key. If the list is keyed on the last name then entering the last name will help you jump directly to the area of the list with a last name similar to what you typed. If the list is indexed (sorted) on the date field then the [F1] key will not work because I have sorted the database on the Julian date (005234) not the actual date. The [Esc] key will in most cases cancel and back you out of where you are. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 6 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ THE CALLING TREE - QUICK START:....... │ └────────────────────────────────────────────────────────────┘ First set a system environment variable 'ZTREE'= CTREE directory. Example: SET ZTREE=C:\CTREE. This can be in the autoexec.bat file or directly at the system prompt. Next place the unarchived files in their own directory, switch to that directory and type 'CT'. The program will ask for pertinent information for the system root member or header record. It wants to know who is the system owner/user or top (first) person in the tree. Press [F8] to save and then select 'A' to add new members to your tree's database. The default setup is automatic build/assign to 5 downline members for each person. When 5 is reached for each level then a new level is started. If you want to customize the system options for your use then go into the System Defaults Configuration screen (selecting 'S' from the main menu) and change the options you desire. Two specific options on this screen that you may want to change immediately. 1. You may want to change 'A-Automatic Build' to 'G-Guess Build', if you are going to want to select each person's upline rather than the system automatically assigning them for you. 2. If you are going to want to use your own special identification numbers (ID's) for each person then change 'A-Automatic ID Assign' to 'M-Manual ID Assign'. In automatic mode the ID numbers are assigned 1,2,3,4,5... etc. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 7 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ SYSTEM REQUIREMENTS:....... │ └────────────────────────────────────────────────────────────┘ THE CALLING TREE, requires an MS-DOS Compatible computer with a hard disk and minimum of 500 of KB RAM. It requires MS-DOS version 3.30 or better to run. ┌────────────────────────────────────────────────────────────┐ │ │ │ INSTALLATION │ └────────────────────────────────────────────────────────────┘ First Installation.... Copy the distribution file 'ZTREE*.*' to a new directory on your hard drive. If the file is an executable file (.EXE) type ZTREExx [ENTER] to have it automatically self extract from its compressed distribution file. If the file is a ZIPped file (.ZIP) first use PKUNZIP v2.04g to unzip or uncompress the file by typing PKUNZIP ZTREExx [ENTER]. As you are reading this message you probably have already accomplished the unarchiving part. Some options..., A: Installing THE CALLING TREE for the first time First set a system environment variable 'ZTREE'= CTREE directory. Example: SET ZTREE=C:\CTREE. This can be in the autoexec.bat file or directly at the system prompt. Just copy the distribution file to a directory on your hard disk, type ZTREExx.exe to self extract all the program files (If you are reading this then you have already done that), then type 'CT' to start it up. Be sure to go to system configuration and default setup screen to customize your use of this program. B: Installing an Upgrade of THE CALLING TREE. There a two different ways you can upgrade. Either method will now require that you set a system environment variable 'ZTREE' to the location of CTREE directory. 1. Installing the new files directly to the OLD directory. If you choose this method you must use the included 'Install' program. INSTALL {from 'Drive:\Directory'} {to 'Drive:\Directory'} Example: Install b: c:\ctree The installation program will copy all the files to the new directory. If it detects a previous version it will make a copy to ???old.* of all the pertinent files then copy the new program over top of the old. WARNING. It is always useful to have a complete backup of your files before you do any copying just in case something goes wrong. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 8 ────────────────────────────────────────────────────────────────── Now, to activate the conversion, start up THE CALLING TREE by typing 'CT' as you would normally. If this is an upgrade, then you notice that THE CALLING TREE will immediately start converting all the old data files to the new format before you are allowed to proceed. 2. Installing the new files to a NEW directory and run it as if you are starting it up for the first time. If you choose this method, then after you have set up the system operator information, go to the Operator Information screen, select [F4] Options, then select '5' to Copy Old Data. When this copy operation is completed you will have two copies of THE CALLING TREE on your system. Delete the old when you feel comfortable with the new version. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 9 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ SYSTEM START-UP ....... │ └────────────────────────────────────────────────────────────┘ To start type 'CT' then [ENTER]. The Calling Tree will take you directly to the 'Operator Information' screen. Enter your information as the system operator. When the information is complete, you should then press [Esc] or [F8] to save the information to return to the system menu. * Please read the section of System Defaults below for a thorough description of the various options you have to operate the system to your liking. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 10 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ MAIN MENU - OPERATING INSTRUCTIONS │ └────────────────────────────────────────────────────────────┘ ┌──────────────────────────────────────────────────┐ │ ┌────────────────────────────────────────────┐ │ │ │ Your Enterprises Inc │ │ │ └────────────────────────────────────────────┘ │ │ │ │ M A I N M E N U │ │ │ │ Add NEW Name to Tree Operator Information │ │ Retrieve / Edit Name System Defaults Setup │ │ View Tree List Alternate Programs │ │ Print Names from Tree IN/QUEST Information │ │ Exit to System │ │ │ │ ┌────────────────────────────────────────────┐ │ │ │ Total Tree Members [ 1,026] │ │ │ │ Total Number of Levels [ 7] │ │ │ └────────────────────────────────────────────┘ │ └──────────────────────────────────────────────────┘ THE CALLING TREE (tm) {vX.Xa} {Shareware Notice} - 05/13/94 THE CALLING TREE is fairly straight forward in its operation. Once it is set up and configured you will be at the main menu. You merely chose to ADD or RETRIEVE (A,R) option and begin. The other options from the main menu are View All, Printing, Operator Information, System Defaults, IN/QUEST (System) Information and Quit. In Add and Retrieve Mode you will be working off of the same screen. The mode will be the only aspect that is different. Look for the mode setting indication in the upper right portion of the screen under today's date. View mode is a quick alphabetical list of everyone in the system, starting from the top of the alphabet. Print option will take you to a print options screen offering you many printing options. Operator Information will give you a screen where you the operator can keep your information. System defaults gives you a new screen where you can keep your system default information. ...................... Look over the Entry/Edit Screen. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 11 ────────────────────────────────────────────────────────────────── Notice that there are 6 sections to the screen. Section #1: {Top: Upper Left}. The date the member's record was first added to the system along with the member's person system supplied ID number. Section #2: {Top: Lower Left}. The Upline or Family Queue Parent Name along with the Upline Identification (ID) Number. This information is supplied by either picking a name from the assignment list or having the system supply a name. You may not key in a name in this area of the screen. You may optionally enter the Member ID field to enter your own ID's for each member. Section #3: {Top: Upper Right}. Today's date (from the system date) along with the number of people in the tree's database and the current system mode (ADD, EDIT or RETRIEVE) Section #4: {Top: Lower Right}. The number levels this particular member is removed from the top of the tree, the number of people they have assigned to their personal family queue (or frontline for network marketing types) and the total number of people in their entire downline group. Section #5: {Center}. The main portion of the screen provides the fields where you Add, Edit or Retrieve a member's information. Section #6: {Bottom}. The bottom part of the screen is a comments field for any information you may wish to enter on any member of the tree. On all new screens, when you are adding a new member to the tree, you will notice that the country field defaults to the system's country name or abbreviation. This was done in order to facilitate entering lots of members without having to re-enter redundant information. ------------------------------------------ While you are in this screen, the available functions at the member screen are as follows... [F1] Help The [F1] key is active through out and brings up context sensitive help in a help window. It will explain everything there is to explain at this point. [F2] ListALL (ListSUB) * ALL - Pressing this [F2] key will give the user a window with an alphabetical listing of all the members of the tree starting with A selected from the full tree database. * SUB - If you have done a Key Word or Phrase search and are consequently looking at a subset of the tree database then pressing the [F2] key will give you a list of only the people in the subset. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 12 ────────────────────────────────────────────────────────────────── [F3] ShowC Show comments in a full window. The comments field on the member edit screen is only part of the whole field. The whole field is 512 characters long. To view the whole field press [F3]. You will see a new window with 8 lines of 64 characters, displaying the full comments field. [F4] Assign Press the [F4] key if you want to assign this member (new or old) to a new upline family queue parent. Pressing this key will give you a window listing all the other members in the tree who are available to have as a parent. Choosing the same parent will yield no change. If you chose a parent who is currently in this person's downline then you will notified of such a case and will not be allowed to move this person's downline with them when they are moved. Their downline in that instance will compress up to their previous parent. Note: If you configured THE CALLING TREE for automatic assign then you will not have to assign new members. The program will automatically pick out the next available member closest to the root of the tree to assign the new member to. Using the Automatic Assign feature assures that you will have a locally balanced tree with everyone getting calls as efficiently as possible. [F5] Dial THE CALLING TREE will dial any attached modem with a phone number on the screen. Vanity phone numbers are supported. This means phone numbers can be alpha/numeric. (i.e. 555-4444 or KKK-LLLL). ABC=2, DEF=3, GHI=4, JKL=5, MNO=6, PQRS=7, TUV=8, WXYZ=9 Place the cursor in a phone number field with a phone number entry in it. Then press the [F5] key to dial that number. You will see a small insert window showing the number that is being dialed. When the number has been dialed you hit the space bar or any other key. This will return you to the member Add/Edit screen. If you press the [F5] key with the cursor anywhere else on the screen except in a phone number field the cursor will move to the first phone number field with a phone number in it. If this is the correct number to dial merely press the [F5] key again. If it is not then [TAB] or cursor over to the correct field then press [F5]. [F6] Print Press the [F6] key to print members to screen, disk or printer. You must have a Member of the Tree currently displayed on the window to print it. You will be notified if you do not have a member displayed. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 13 ────────────────────────────────────────────────────────────────── This key will bring up the standard Print Options Screen with the particular individual's ID placed in the ID field. When you have entered and run a database (full tree) search that produces 1 or more matches (hits) - (See 'Search' below), then the system places these records in a file which is a Sub Set of the whole database. This allows you to Print out a much smaller file (SubSet) instead of the whole database. All of the standard keys work, but now they work on just the SubSet file. Pressing the [F6] key will give you the following printing options from a 'FULL TREE' or a 'TREE SUBSET': Full Family Queue Sheets, Mailing Labels (for those with an address) or Member Lists for All Members, Members with a Family Queue of at least one person, Members without any Family Queue, Key word search of any member, or and individual member. [F7] Options ┌────────────────────────────────┐ │ OPTIONS MENU │ │ │ │ Add NEW Record Mode │ │ Edit/Change Record Mode │ │ Delete {Member} Record │ │ Make Duplicate Record │ │ Update ALL records │ │ Clear/Retrieve New Record │ │ Retrieve Record Mode │ │ Family Build │ │ Group Build │ │ Search ALL Records │ │ Index Key Change │ └────────────────────────────────┘ You have several options here. Using this key you may in the middle of entering a member's information switch to 'ADD a NEW member record', 'Edit/Change a member record', 'Retrieve a member record', 'Delete a Member' or 'Search Database'. ADD NEW MEMBER: ─────────────── If you have a record on the screen when you select this option the screen will be cleared and the mode will have changed to ADD MODE. If you had set the Automatic Assign feature in System Defaults to 'G' for Guess, then the name of the person who was on the screen will appear in the Family Queue Parent field. You may only ADD new members to your tree using this mode. The ADD mode may be selected from the Main Menu or here. If selected from the Main Menu then the Guess feature is not invoked. When adding a new member, you must enter the First and Last Name, and if using the Manual ID Assign preference, you must also choose a unique ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 14 ────────────────────────────────────────────────────────────────── ID Number, for the record to be accepted by the system. The ID Number may be any keyboard character. If you choose an ID that is already in use in the database somewhere, you will be notified. EDIT/CHANGE EXISTING RECORD: ────────────────────────── If you have a record on the screen when you select this option the record will remain and the mode will change to EDIT MODE. You may only update an existing record using the EDIT MODE. DELETE { member last name }: ─────────────────────────── You may use this option to delete or erase a member from the system. If you delete a member who has a family queue below them (one or more members in their assigned queue) the program will prompt you as to whether you really want to do this and notify you that their queue will be compressed (moved) upward to their parent. Example: If Bob calls Dick and Dick calls Sue and Mary. If you delete Dick then Dick's queue (Sue and Mary) will now be assigned to Bob's queue. MAKE DUPLICATE RECORD: ───────────────────── With the duplicate option you can copy an existing record to a new record then just make any modifications you wish without having to re-key the whole record from scratch. UPDATE DATABASE: ─────────────── You have the option with this procedure to make mass updates to your database. Just place the cursor in the field you wish to have updated then press the [F7] and then the 'U'. A new window will appear, allowing you to enter the data you want to have entered in this field on ALL the records in database. You may select a subset first by using the Search procedure above then do the mass update to only those records that exist in the SubSet database. The data being updated replaces that data that may or may not already exist in that field. The exception in the Comments field. The data being entered is appended to any information in the Comments field. Warning: Once you have started the update procedure there is now way to stop it. It must be allowed to complete. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 15 ────────────────────────────────────────────────────────────────── If you are sure that this procedure and specified data is what you want then press the 'Y' (for YES) to start the process. Example: Everyone in the database from ABC company has a new fax number. Just select all those members using the search feature then place the cursor in the fax field and press [F7] then 'U'. Enter the new fax number and then place the cursor in the bottom field and press 'Y'. CLEAR/RETRIEVE MEMBER RECORD: ──────────────────────────── Here you may clear the screen then proceed just as in Retrieve below. RETRIEVE A MEMBER's RECORD: ────────────────────────── See 'SEARCHING FOR / RETRIEVING MEMBER RECORDS' section FAMILY BUILD: ───────────── THE CALLING TREE's strong point is the management and quick view capability of an individuals downline or family queue data. If a member of the tree is going to be responsible for calling 10 people all you have to do to view that list is press page down for a non-permanent view of the individual's immediate downline family queue. If you want to further work on or process the individual's Family Queue then use this option. A semi-permanent SubSet of the database will be created that will enable you work on the list without it reverting to the full database. GROUP BUILD: ─────────── THE CALLING TREE's strong point is the management and quick view capability of an individuals downline or family queue data. If a member of the tree is going to be responsible for calling 10 people and they in turn will be responsible for calling others and so on down through the tree, and if you want to further work on or process the individual's full downline group then use this option. A semi-permanent SubSet of the database will be created that will enable you work on the list without it reverting to the full database. To differentiate between Family Queue Build and Group Build, the Family Queue build will only create a subset file of just the member's immediate downline group (one level). The Group Build will create a subset file of the whole downline (including all levels). ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 16 ────────────────────────────────────────────────────────────────── SEARCH ALL RECORDS: ────────────────── See 'SEARCHING FOR / RETRIEVING MEMBER RECORDS' section INDEX KEY CHANGE: ───────────────── You may change the index key here. There are two view options a) Name View and b) Date View. The program can only keep one indexed at a time. If the view you wish is not currently indexed it will be displayed as 'Re-Index'. Once the desired view is chosen, then select a new index key from the list of index key options in the 'Change Index Key' window. The index key includes the option to have an Ascending {ASC} view or a Descending view {DES}. [F8] Save/Accept/Start The Action Key. Press the [F8] key to Save, Accept, Start an operation. [F9] PrevA (PrevS) Pressing the [F9] key will give you the previous record on file. If you were just about to ADD a NEW member then this operation will be canceled and the previous record on file will be placed on the screen in edit mode. If you are currently working on the full tree database you will see 'PrevA'. If you are working on a subset of the tree's database you will see 'PrevS'. [F10] NxtA (NxtS) Same as F9 key, but pressing the [F10] key will give you the NEXT record on current full or subset file. [PgDn]Queue This key has several possible functions. Option A {Member Information} While in Edit Mode with a tree member's record on the screen. If the cursor is in the upper portion screen (above the date fields) then it will list the member's individual family queue - if they have one. Option B {Date Fields} If you are in Retrieve or Edit Mode and place the cursor in one of the date fields and then press the [PgDn] or [PgUp] function key, you will be presented with a window, listing ALL the members of the tree's ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 17 ────────────────────────────────────────────────────────────────── database with a date in that field sorted in chronological order. The sort order is PgDn {Descending}=Newest to Oldest Date, PgUp {Ascending}=Oldest to Newest Date. Option C {Comments} If you are in the Retrieve or Edit Mode and place the cursor in the 'Comments' field and press [PgDn] it will function like the [F3] key and produce a new window showing all of the comments on this individual. Pressing left and right arrows, tab and back tab or F9, F10 keys will page one record at at time forward or backward through the current (SubSet or Full) database. Note: The effort here was to make as much of the system's information available as possible just by running one's fingers over the few keys (Arrow, [PgUp] and [PgDn], etc) grouped in the right center area of the 101 keyboards. [PgUp]Upline Page up through the tree by pressing the PgUp key. [ALT-F1] Automatically will append the system date to the end of the information in the field the cursor is located in. If the field is a date field you will see the system date appear in that field, overwriting any previous date. The default date format is "MM/DD/YY", but this format change be changed to a format more of your liking through 'S'-System Defaults. [ALT-F2] Will bring up a calendar view of the current month with today's date flashing. Enter any year in the Year Field to display the current month in that year. You can page backward or forward in time one month at a time using the [F9], Left Arrow, [PgDN] keys or [F10], Right Arrow, TAB or [PgUP] keys. You can page forward or backward one year at a time using the Up Arrow or Down Arrow. [Shift-F1] Bring up your own personal list of integrated programs that can be launched directly from CT. See System Configuration to how to set up you list of integrated programs. Select any program from the list of programs you have configured and the program will launch with/without command line switches or field edits. After the alternate program has been run and you exit it, you will be returned to the member's screen from which you left. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 18 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ VIEW TREE LIST │ └────────────────────────────────────────────────────────────┘ Viewing is a quick way to jump into your database. Pressing 'V' on your keyboard or arrow down till cursor is on the 'View Tree List' line then press [ENTER] or [RETURN]. A window will appear that will give you a quick view of the first 11 people in your database starting from the beginning of the alphabet. This is called a Select Window. In this type of window and all other select windows you as the user get an abbreviated view of each record in a list format. It allows for rapid location of records in your database. You will see a screen with the following headings... ┌────────────────────────────────────────────────────────────────┐ │ Last Name Full Name Queue Parent Level FQue Group │ └──────────── ─────────────── ─────────────── ────── ───── ───── ┘ The Level, FQue and Group numbers are handy reference numbers to understand where the person is in the tree and their relationship to others. Movement around the database or tree and location of the desired record may happen in several ways. You may use the method that seems most expedient to you. Let me explain the options here. Select Window Options:.. One option of moving about the database through this type window is to move the cursor line up and down with the arrow keys, page up and page down keys, home and end keys till you find the desired member data line. Pressing [ENTER] will display the member's full record on the Edit Screen. Another option is to press the letter on the keyboard that refers to the first letter of the last name field. Let me explain. If you are trying to find someone with the last name of Turner. Press the 'T' on your keyboard. The window will instantly redisplay with the cursor line on the first occurrence of someone with their last name starting with the letter 'T'. If you have thousands of people in your database and the first view you get is Ab... through At..., then rather than paging down repeatedly, just press the 'T' key to jump directly to the portion of the tree's database that starts with the letter 'T'. Then if 'Turner' is not there you need only page down a few times to get to the area of the database with 'Turner'. Another option is to press [F1] and then enter a more complete description, of what you are looking for in the tree's database (say for example 'Tur' for all names starting with 'Tur'). Then press [ENTER]. The database will jump directly to the nearest occurrence of the name 'Tur'. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 19 ────────────────────────────────────────────────────────────────── If at any time you desire to make no selection from this select window or any select window then press [Esc] key to return to what you were doing. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 20 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ SEARCHING FOR / RETRIEVING MEMBER RECORDS │ └────────────────────────────────────────────────────────────┘ THE CALLING TREE offers the user several methods to locate and assemble members that meet your specifications. The options are by: Member ID, Last Name, Phone Number, Date, Level, Queue Size, Group Size or any word or phrase in their record. Some of these options will just retrieve the first or nearest record while others will build a new subset of the database from all the record in the main of full database that satisfy your needs. Quick Find: The first and fastest method of finding and retrieving any member's record is to Retrieve a member's record by last name from the main menu. Choosing this option from the main menu will bring up the 'Member Add/Edit' screen with the cursor located in the 'Last Name' field. Type as many characters of the member's last name to be unique enough, then press [ENTER] or [F8]. The program will produce a list of all members in the current database starting with the nearest spelling to that which you entered. You may jump around this list by pressing the first letter of a member's last name. 'B' for Brown, 'M' for Morrow, etc. The other options are all available by pressing the [F7] key while in the 'Member's Add/Edit' screen. The Options [F7] key from the 'Member Add/Edit' will give your several options. Looking at the list of options here, you will notice, RETRIEVE A MEMBER's RECORD: ────────────────────────── Here you have the ability to retrieve records (without clearing the screen). The search can be based on four basic search criteria. The RETRIEVE option can be by NAME, DATE, PHONE, ID NBR. Place the cursor in the appropriate field and enter the information you are looking for. Then press the [F8] key. [Member Name:] If you are looking for a particular member, you can locate it here. A quick view/select window will appear with the closest matching records in the current working file (Main or SubSet) displayed in alphabetical order. The view/select list is not a new subset file, just a quick view of the sorted names based on the current working file. A special option is available here. You may use the double period to designate a range of names. Examples: 'ab..ne' will yield a match of all records with last names from AB.. to NE.. '..RUSH' will yield all matching records with the last name from the beginning to RUSH. 'HAS..' will yield all records with the last name HAS to the end of the file. The range of ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 21 ────────────────────────────────────────────────────────────────── names satisfying this search spec. will be deposited in a SubSet file. The new SubSet file will become the new working file. [Phone Number:] If you are looking for a phone number, if one record appears in the tree with that number, then that record will be directly displayed. If there is more than one occurrence of the phone number in the tree a select window will appear listing all the members with that phone number (in any phone field). The phone number retrieval is irrespective of field. Enter a phone number and it brings looks at ALL phone number regardless of Day, Night, Fax etc. This view/select screen is not a new subset file, but just a view of sorted numbers from the current file. If you want the search to field specific use the [F7] Search 'Field' option. Quick Find: From the member's Add/Edit screen, just place the cursor in a desired phone number field and press the [PgUp] or [PgDn] key to produce an Ascending or Descending sorted SubSet list of all members with a phone number in that field. Or, place a '{}' in the phone number field and repeat steps above to produce a similar list, but with a NO phone number in that field. [Date:] If you are looking for a date the program will look for exact date matches in the field you had the cursor in. The date searches are therefore field specific. So only Date 'A' dates will be searched if you place the search date in Date 'A' field. The default date format it 'MM/DD/YY', but this format can be changed through 'System Defaults'. [ID NBR:] If you select this option you will be able to specify a specific ID in the member's ID Field. The program will grab the individuals record you have specified. If there is not ID number in file that matches then you will get a notice to that effect. SEARCH DATABASE ─────────────── The SEARCH option will give you far more capability to search the database for the record or records you are looking for. The search may be cumulative. That is, you may do a search on the database, creating a subset based on one parameter. They you may do another search on the newly created subset based on a second parameter. An so on, until you have produced the subset file with just the records you are looking for. The search database option is far more powerful than a simple retrieve. The first Search choice here allows search for:.. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 22 ────────────────────────────────────────────────────────────────── [Date {Range}:] The 'Date' selection will give you a new window from which you may select all members based on a range of dates in a specific date field with an ascending 'A' or descending 'D' sort. You may select all fields with a date in them 'D', without the date at all 'N', ignore this and select all 'A' records date or no date, or 'F' to select a range of dates From..To. So if you want to look up all people who have a date in Date C between 09/01/93 and 10/01/93 put a 'C' in the date field and place the first date in the BEGIN (FROM) field and the second date in the END (TO) field. Indicate which order you want the list sorted by and then press [ENTER]. If you press [ENTER] in an empty BEGIN (FROM) DATE field the date '01/01/50' will be used as the default from date. If you press [ENTER] in an empty END (TO) field the system date for today will be used as the default END (TO) date. Now, pressing [ENTER] in the Begin Search field will produce a select window listing all the members satisfying that date search specification. Quick Date Sort View: The [PgDn] and [PgUp] function keys from the member ADD/EDIT screen is modified to make this process go a little faster. Quick Date Search Option: If you are in Retrieve or Edit Mode and place the cursor in one of the date fields and then press the [PgDn] key, you will be presented with a window, with a listing ALL the members of the tree's database with a date in that field sorted in DESCENDING chronological order starting with the newest date. If you press the [PgUp] key, you will be presented with the same information as before, but in ASCENDING chronological order starting with the oldest date. Example: If you have records with dates in the 'C' field such as 01/03/89 and 03/13/95, then with the cursor in the 'C' field you press PgDn will give you the 95 date first and 89 second. If you press PgUp you get the 89 date first and the 95 second You may select all member records with NO date in a specified date field by placing a "?" in the field by itself then press [PgDn] or [PgUp]. You will be presented with a window listing all members in the database sorted by last name then first name that do not have a date in the indicated field. Comments Option: If you are in the Retrieve or Edit Mode and place the cursor in the 'Comments' field and press ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 23 ────────────────────────────────────────────────────────────────── [PgDn] it will function like the [F3] key. The effort here was to make as much of the system's information available as possible just by running one's fingers over the few keys (arrow, PgUp and PgDn, etc) grouped in the right center area of the 101 keyboards. This date option will only look for dates in the date fields. [Level,Family Queue Size, Group Size:] Either of these options will allow you to build a new subset of currently active working data file, based on this specification. Say your working database file set (subset) happens to be a subset of all records with no date in the 'C' date field. Now you want to build a subset of that file based on all members who have a group size of greater than 5 people. Choose 'G' here and then enter a '5' in the '>=' field then press [ENTER]. [Search] The last and definitely not the least of the search choices... There are two options here. Do a search of data by field or by the whole record. * [Field Search:] If you place the cursor in the field you want to selectively search, the system will give you a window to enter the information you want to search for in that field. The system will give you a new subset file with just the member records that satisfy the search specification. Special Operators. There are two type of optional operators for conducting field or record searches. General Search String Format is: {Primary} {Secondary} {word1};{word2;.....;word20} Note: The maximum number of words/phrases in a search is 20. Each must be separated by a semi-colon. A) Primary Operator (Optional): If used must be first the first element in the search string. These are: {ADD} to add records to the existing database. If the current database is the primary (Full) database then the Add operator is ignored. Optional Statement form is '{+' {SUB} creates a new file without this item. Optional Statement form is '{-'. B) Secondary Operator (Optional): If used must follow the Primary Operator and precede the actual search words. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 24 ────────────────────────────────────────────────────────────────── These operators are: {AND}: "{AND} ABC;XYZ" Find 'ABC' and 'XYZ' words in a record or field. Alternate '{&'. This is ignored is used in conjunction with just one search word. {OR}: "{OR} ABC;XYZ" {Default} Find 'ABC' or 'XYZ' words in a record or field. Alternate '{~'. This is the Default Operator where more than one search word is specified. If there is no operator specified at the beginning of the search string then {OR} is applied. "ABC;XYZ" is the same as "{OR} ABC;XYZ". This is ignored if used in conjunction with just one search word. {NOT}: "{NOT} ABC;XYZ" 'Option {! XYZ Find 'ABC' but not 'XYZ' words in a record or field. Alternate '{!'. This is treated like a {SUB} is used in conjunction with just one search word. {*: "{*" 'For Field Searches Only!' Find all records with ANYTHING in this field. The field IS NOT empty. {}: "{}" 'For Field Searches Only!' Find all records with NOTHING in this field. The field IS empty. {?: "{?" 'For Field Searches Only' Find all records whether there is something in the field or not. C) Search String(s). There may be aup to 20 search strings elements that follow any operators that may be present. All search string elements must be separated by a semi-colon ";". * [Record Search Key Word/Phrase:] As opposed to the 'Field Search' above, this search option will search the members' entire record, looking for the occurrence or non-occurrence of the desired key word or phrase. The same search operators in 'Field Search' above are also active here with the exception of '{}', "{?' and '{*'. Simple Search: To look for the occurrence of a word, just enter it here and press [ENTER]. If the Key Word or Phrase occurs anywhere in the tree it will be found. This search can be case insensitive or sensitive. The search can also be based on the exact occurrence of the word or ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 25 ────────────────────────────────────────────────────────────────── general occurrence of the word or phrase. Looking for an 'a' will find 'a' and 'A' and visa versa if case insensitive. If Exact="Y", looking for "pass" will find 'pass' but not 'passenger' or 'bypass'. You can look for dates in the comments field this way. If the '{!' or '{NOT}' operator is used with one search word or phrase then it is treated like a '{SUB}'. If it is used in conjunction with two or more search words (separated by ';') then if is treated like - Find string1 but not string2 etc' - If the '{+' or '{AND}' operator is used with one search word then it is ignored and treated like a straight one word search. If it is used with more than one search word then each word (separated by ';') must be in the string for the search to be satisfied. If the '{~' or '{OR}' operator is used with one search word then it is ignored and treated like a straight one word search. If it is used with more than one word then any of the words must be found for the search to be successful. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 26 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ OPERATOR INFORMATION │ └────────────────────────────────────────────────────────────┘ This screen offers you the capability to maintain your own information. You may also enter your registration number from this screen. Meanwhile if you are on this screen and you have an unregistered version copy then you will have to endure the flashing notice. The operator information screen has several function key options... Esc, 1-Help, 2-List, 4-Options, PgDn-Queue, 6-Print, 7-Add, 8-Save. [F1] Help Receive context sensitive help just by pressing the [F1] key here or anywhere in the system. In most cases it will give you information about where you are in the system and what your options are. [F2] List {Product quick LIST of ALL tree members} Press the [F2] key here will present you with a list of all the members of your calling tree sorted by last name, first name. [F4] Options: Will allow you to perform several specific additional system options. They are:.. 1 - EXPORT Delimited ASCII File The Calling Tree will export the database one record at a time to an ASCII data file named 'CTOUT.ASC'. The file will be ordered as below. RECORD ID, FORMATTED RECORD ID, UPLINE RECORD ID, FORMATTED UPLINE ID, PARENT NAME, NBR IN FAMILY QUEUE, NBR IN GROUP, LEVEL FROM TOP, FIRST NAME, LAST NAME, SPOUSE, ADDRESS, CITY, STATE, ZIPCODE, COUNTRY, DAY PHONE, NIGHT PHONE, FAX PHONE, PAGER PHONE, VOICE MAIL, CELL PHONE, OTHER PHONE, EMAIL, DATE ADDED, DATE-A, DATE-B, DATE-C, DATE-D, DATE-E, COMMENTS 2 - IMPORT Delimited ASCII File The Calling Tree will look for the following file 'CTIN.ASC' in the CT working directory, open it as an ASCII TEXT file, bring up and ADD/EDIT screen and then read the ASCII file one field at a time placing them in the proper places. The ASCII file must be in the following order with "," delimiters Notes: If the 'ID Number' field is empty then the system will assign the next available ID number to this record. If the 'Add Date' in ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 27 ────────────────────────────────────────────────────────────────── your file is empty then the system will use today's date for the 'Date Added' for this record. FIRST NAME, LAST NAME, ID NUMBER, UPLINE PARENT ID, UPLINE PARENT FULL NAME, SPOUSE, ADDRESS, CITY, STATE, ZIPCODE, COUNTRY, DAY PHONE, NIGHT PHONE, FAX PHONE, PAGER PHONE, VOICE MAIL PHONE CELL PHONE, OTHER PHONE, EMAIL, ADD DATE, DATE-A, DATE-B, DATE-C, DATE-D, DATE-E, COMMENTS (i.e. "44","","","Bill","Jones","Mary",....,"Nice Couple") All records will, on import, be assigned to the System Operators' Family Queue. If you have included accurate 'Parent ID' numbers with each members' record, then when you have completed the import step, you may 'Re-Confirm' the database to automatically set up all members in their appropriate family queues and call levels. If you have not included Parent ID's with each record, then you will have to then go back one record at a time and assign each member to an upline family queue. If the Re-Confirm step is used the Parent Full Name will be extracted from the upline record based on Upline Parent ID number. 3 - Re-Confirm Database Recounts the Tree (Levels, Family Queues and Groups) See 'Trouble Shooting' on the last page 4 - Copy Old Member Database Files. If you have an old copy of THE CALLING TREE installed on another disk or directory on your system and are running a second copy or new version in a new directory, then you may 'Copy' the old member database to this directory (overwriting the current data files). 5 - System Defaults - Configuration Will go directly to the SYSTEM DEFAULTS S- SETUP screen. Here you can edit your system settings. [PgDn] Queue {Product quick LIST of FAMILY QUEUE members} Pressing the PgDn key will give you a window with a list of all the members of your primary family queue sorted by last name, first name. [F6] Print Pressing the [F6] key will give you the opportunity to print the primary family queue information. [F7] AddNew ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 28 ────────────────────────────────────────────────────────────────── Pressing the [F7] key will bring up a new Member Add/Edit screen with the system operator's name information already filled in the Upline window. If the new member is not going to be in the primary family queue then just press [F4] to reassign to a different member. [F8] Save Pressing the [F8] key will save any new information from this screen ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 29 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ SYSTEM DEFAULTS │ └────────────────────────────────────────────────────────────┘ SETTING SYSTEM DEFAULT OPTIONS..... While in the System Default screen, you might take a moment to look over your options. -----------[ SYSTEM DEFAULTS ]------------ System Options ────────────── Automatic Assign ......... [Y,N,Guess]? [Y] Maximum Family Queue size in Auto Mode? [ 5] Receive prompt to quit ...... [Yes/No]? [Y] Sound Effects ............... [Yes/No]? [Y] Notify if Duplicate Name .... [Yes/No]? [Y] Automatic Save on Esc ....... [Yes,No]? [Y] Monitor Type - Color\Monochrome [C,M]? [C] Modem Port for Dialer ........[1,2,34]? [1] Date Format - TAB to Change [MM/DD/YY]? [A] ID Number Assignment [Automatic,Manual] [A] Exact Match on Searches ..... [Yes,No]? [N] Search is Case Sensitive .....[Yes,No]? [N] Working Directory [C: ] Printing Options ──────────────── Post Script Printing .................. [N] Date Field Titles ───────────────── A-[DateA ] B-[Date B ] C-[Date C ] D-[Date D ] E-[Date E ] Default Location ──────────────── City [Your City ] State [CO] Country [USA ] System Options: Automatic Assign: THE CALLING TREE offers the ability to automatically build a tree as you are adding new members or will optionally offer you the ability to manually assign new members to a family queue at any time. You may move members (and optionally, their entire downline family queue) at will whenever you want. The program will automatically keep track of the number of levels everyone is away from the top of the tree (how may levels or calls removed they are from the source). Options: 'Y' Enable automatic assignment of upline tree ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 30 ────────────────────────────────────────────────────────────────── parents 'N' Disable automatic assignment. Will manually assign each member 'G' Guess at assignment of each new tree member. Will use system operator as new parent if Add selected from main menu or from blank member screen, otherwise it will use the member who was on the screen when Add was chosen from the Edit screen. Family Size: [1..999]: To automatically build the tree as you are adding new members, the program will need to know the maximum family queue size to work with. Then if you opt to use the Automatic Assign feature the each new member will be added to the next available family queue, thus building a balanced tree. The program also wants to know if you want to manually assign all new members, Guess at the assignment of all new members or wish to enable the Automatic Assign feature while adding new member. ┌────────────────────────────────────────────────┐ │ Suppose your simple tree looked like this │ │ Member Name Level Queue Size Group Size │ │ ----------- ----- ---------- ---------- │ │ John 1 1 1 │ │ Bob 1 1 1 │ │ Nancy 2 0 0 │ │ Dick 2 0 0 │ └────────────────────────────────────────────────┘ ┌────────────────────────────────────────────────┐ │* Now, add Sam as a New Member │ │ │ │ Member Name Level Queue Size Group Size │ │ ----------- ----- ---------- ---------- │ │ John 1 2 2 │ │ Bob 1 1 1 │ │ Nancy 2 0 0 │ │ Dick 2 0 0 │ │ Sam 2 0 0 │ └────────────────────────────────────────────────┘ ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 31 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────┐ │* Now, add Helen as a New Member │ │ Member Name Level Queue Size Group Size │ │ ----------- ----- ---------- ---------- │ │ John 1 2 2 │ │ Bob 1 2 2 │ │ Nancy 2 0 0 │ │ Dick 2 0 0 │ │ Sam 2 0 0 │ │ Helen 2 0 0 │ └────────────────────────────────────────────────┘ ┌────────────────────────────────────────────────┐ │* Finally, add Larry as a New Member │ │ Member Name Level Queue Size Group Size │ │ ----------- ----- ---------- ---------- │ │ John 1 3 3 │ │ Bob 1 2 2 │ │ Nancy 2 0 0 │ │ Dick 2 0 0 │ │ Sam 2 0 0 │ │ Helen 2 0 0 │ │ Larry 2 0 0 │ └────────────────────────────────────────────────┘ And so on. When all the members on level 1 each have three people to call in this example then the first alphabetical person in level 2 is picked when the next new member is added. Quit Prompt: [Yes or No]: When you want to quit using the program, do you want to be prompted to quit (i.e. are you sure) or just let the program end. Sound Effects:[Yes or No]: Throughout the program there are bells to announce the completion of events or special notices. Some of these can be turned off. You decide. Duplicate Notify: [Yes or No]: During the addition of new family members, it is possible to enter the same person twice by accident. Do you want the system to watch for these occasions and notify you when it finds an entry that has the same last and first name as a member already on file. Automatic Save: [Yes or No]: The automatic save feature is for those occasions when you have entered a full screen of data on a new member, then pressing [Esc] without saving [F8] the record first, thus potentially loosing all the information you entered. This will prevent that. The automatic save only works when pressing the [Esc] key from the 'Add\Edit' window. The downside is that if it is activated then if you accidentally change information on a screen then wish to exit ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 32 ────────────────────────────────────────────────────────────────── the screen without saving the bad information, then you must remember to page [F9,F10] backward or forward to a new record or list [F2] and switch to a new record before pressing the [Esc] key. Monitor Type: Enter the type of monitor you are using. C=Color, M=Monochrome Modem Port: THE CALLING TREE comes with an integrated dialer. This feature allows the user to place the cursor in a phone number field and press the [F5] key to dial the number. To do this the program needs to know which com port you are using for your modem. Date Format: THE CALLING TREE supports multiple date formats. You may press [TAB] or [Right Arrow] to bring up a display of the supported formats. Move the cursor up or down with the arrow keys to select the format you want. Then press [ENTER]. The program will convert all the dates in the database to agree with your new format. ID Assign: THE CALLING TREE supports the ability for you the user to either let the system Automatically assign record ID numbers of each member (1, 2, 3, 4, 5, 6... etc) or to Manually assign each record ID (up to 12 characters in length) at the time you enter the record. You may also switch back and forth between the two systems as you like. The member's ID number is printed out with their information on some reports. If you select 'Automatic' then the ID field on the Member's Add/Edit screen will be locked and you will not be able to move the cursor to this field. Exact Match: When performing a search on the database you have an option to set up the default search preference here - whether to be looking for an exact match in a field search or merely that the word or phrase be somewhere in the field. Example: PRINTING OPTIONS.... Post Script: Let me know if you want to print to post script devices. If I get enough requests for this printing feature I will add it in a future release. Date Format: THE CALLING TREE supports international date standards. You may select the date format you desire here by pressing [TAB], [SHIFT-TAB], [LEFT/RIGHT ARROW]. Then move line cursor to select the date format you want, the press [ENTER] or just press the letter on the keyboard next to the format you want. If your date format selection is different from what you had before then it will put up a window and confirm you desire, then change all the record dates to match your selection. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 33 ────────────────────────────────────────────────────────────────── DATE FIELD TITLES ───────────────── The system can maintain 5 dates per member. The program come with default date titles 'Date - A', 'Date - B', etc. This is a place where you can place your own system date titles that mean something to you such as 'Next Date' or 'SignDate' etc. DEFAULT LOCATIONS ──────────────── City, State, Country When entering new member records, you may have one city or state that you find you are entering most often. You may save some key strokes by entering these names as system location defaults. Then when you are entering new members just press [ENTER] while the cursor is in one of these two empty fields and the program fill in these names in the appropriate fields for your. [F7] - Alternate Programs THE CALLING TREE now offers you the opportunity to build in your own personal list of integrated programs that can be launched either directly from the main menu or from a members Add/Edit screen. Pressing [F7] here will bring up an Alternate Program Add/Delete window. Just enter the information in the appropriate fields and then press F8 to save. You may also press [F4[ to get a directory of the files on your hard disk. From this directory listing you need only point and click to select the programs to launch. If any information is entered in the 'Switches' field, it will be added to the program name at run time. i.e. if 'ct.txt' were entered in the Switches field, then at run time, the program would issue this command 'C:\DOS\EDIT ct.txt', just as if you had entered at the dos prompt. If a program is launched from a member's add/edit screen, CT will, unless otherwise specified, produce a default file called 'CT.TXT' with the member's name, address, city, state and zipcode as if it were going to be used to address a letter for correspondence. The information that can be put out to the CT.TXT file is customizable through a series of formatting codes that can be placed in the 'Fields' field. The formatting codes are as follows:... N=Full Name F=First Name L=Last Name O=spOuse Name A=Address C=City ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 34 ────────────────────────────────────────────────────────────────── S=State/Province Z=Zip/Mail Code Y=countrY P#=Phone Number # (1=Phone1, 2=P2, etc) E=Email address D#=Dates # (1=Date A, 2=Date B, etc) T=commenTs U=Upline Full Name I=Member ID G=Group Number Q=family Queue Number V=leVel from top The forward slash '/' is used to designate a carriage return/line feed. The comma "," is printed as a comma. The '!' exclamation mark tells CT to print the next character literally Example: '!A will print the letter 'A' next Spaces are treated as spaces Example: Fields [N/A/C, S Z/Y//E/P1!!] * Will yield the following.... John Doe 123 Elm Street Anytown, Astate 12345 USA inquest@aol.com Day Phone: 555-5555! If you are selecting an alternate program from the main database set then the program assumes that any Field formatting information should be applied to the existing member's record only. If you are selecting an alternate program from a subset of the full database then you will be prompted to apply the Field formatting code to the current record only or the entire database subset. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 35 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ PRINTING REPORTS & LABELS │ └────────────────────────────────────────────────────────────┘ You have several printing options. Refer to the System Defaults section above, or Appendix 'A', to get an idea of what the print outs might look like in the various UP/DOWN options. The print out options are: * See Appendix 'A' for Sample Reports *) [1] Family Queue Sheets. Will print out member's family queue sheet. [2] Mailing Labels. Will print labels if address field is not blank. [3] Full Member Record. Will print out a the member's record only. [4] Member Lists. Will list member names (optionally with queues). [5] MLM Genealogy. Will list member names is a genealogy format *) [F] Everyone with a Family Queue size of 1 or more [N] Everyone without a Family Queue (size = 0) [B] Both [F] and [N] above. If printing out sheets then the printing will do all 'E's first then do all 'N's next. If printing out labels then ALL labels will be printed alphabetically. [I] Individual sheet or label. By indicating the member ID number one particular tree member will be printed out. The mailing label option will only work if the individual has an address. *) Print to Device: [COM1, COM2, LPT1, LPT1, LPT2, DISK {file name}, SCREEN] *) Print Up: During printing the program wants to know how many levels (0,1,2 or 3) above to print while printing a individual's family queue. It is conceivable that you will want to know who it is your upline or is going to be calling you if it is other than the person you where expecting. This option will let you who is upline from you. Example: Bob call Dick who in turn call Mary, who in turn calls Adam. The print out sheet header will look as follows for 1, 2 and 3 options ┌────────────────────────────────────────────────────┐ │ Adam's Level (1) option will print as follows.. │ │ │ │ Upline is Mary (Phone Number) │ │ ADAM'S SHEETS │ └────────────────────────────────────────────────────┘ ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 36 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────┐ │ Adam's Level (2) option will print as follows.. │ │ │ │ Upline is Mary (Phone number) │ │ - Back one is Dick (Phone number) │ │ ADAM'S SHEETS │ └────────────────────────────────────────────────────┘ ┌────────────────────────────────────────────────────┐ │ Adam's Level (3) option will print as follows.. │ │ │ │ Upline is Mary (Phone number) │ │ - Back one is Dick (Phone number) │ │ - Back two is Bob (Phone number) │ │ ADAM'S SHEETS │ └────────────────────────────────────────────────────┘ Print Down: Next the program wants to know how many levels (0,1-50) below to print while printing a family queue. It is conceivable that you will want to know who each member of your family in turn has in their individual family queue and maybe even in each of their family queues, in order to facilitate the contacting process. Note: The limits of this field are: The minimum is '0' for Lists and MLM Genealogy Reports. The maximum is '50' for 'Sheets','Lists and MLM Genealogy Reports (subject to paper width and font size limitations). This number is ignored for 'Full Record' and 'Mailing Labels'. Example: Bob will call Dick and Sue. Dick will call Joe and Louise, Sue will call Harold and Maud. Joe will call Ted and Alice, Maud will call Frick and Frack. ┌───────────────────────────────────────────────────┐ │* Bob's Level (1) option will print as follows.. │ │ │ │ BOB'S SHEETS │ │ │ │ 1 Dick (Phone Numbers) │ │ 2 Sue (Phone Numbers) │ └───────────────────────────────────────────────────┘ ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 37 ────────────────────────────────────────────────────────────────── ┌───────────────────────────────────────────────────┐ │* Bob's Level (2) option will print as follows.. │ │ │ │ BOB'S SHEETS │ │ │ │ 1 Dick (Phone Numbers) │ │ - Dicks Family Queue [Ln/Qn/Gr] │ │ ------------------------------ │ │ 1 Joe (Phone Numbers) │ │ 2 Louise (Phone Numbers) │ │ 2 Sue (Phone Numbers) │ │ - Sue's Family Queue [Ln/Qn/Gr] │ │ ------------------------------ │ │ 1 Harold (Phone Numbers) │ │ 2 Maud (Phone Numbers │ └───────────────────────────────────────────────────┘ ┌───────────────────────────────────────────────────┐ │* Bob's Level (3) option will print as follows.. │ │ │ │ BOB'S SHEETS │ │ │ │ 1 Dick (Phone Numbers) │ │ - Dicks Family Queue [Ln/Qn/Gr] │ │ ------------------------------ │ │ 1 Joe (Phone Numbers) │ │ -Joe's Family Queue [Ln/Qn/Gr] │ │ ------------------------------- │ │ 1 Ted (Phone Numbers) │ │ 2 Alice (Phone Numbers) │ │ 2 Louise (Phone Numbers) │ │ 2 Sue (Phone Numbers) │ │ - Sue's Family Queue [Ln/Qn/Gr] │ │ ------------------------------ │ │ 1 Harold (Phone Numbers) │ │ 2 Maud (Phone Numbers │ │ -Maud's Family Queue [Ln/Qn/Gr] │ │ ------------------------------- │ │ 1 Frick (Phone Numbers) │ │ 2 Frack (Phone Numbers) │ └───────────────────────────────────────────────────┘ As you can see the level (3 or greater) option can be some what involved to look at and use, so use it advisedly. One of the other print out options is the MLM Genealogy for those people in Multi-Level Marketing businesses. The MLM Genealogy report for Nancy Hawkins will produce a report somewhat like the following if the PRINT DOWN is set greater than 5. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 38 ────────────────────────────────────────────────────────────────── Level [- ID -] LastName FirstName Phone (Day) Top Level...> 9 Hawkins Nancy 532-1222 1.........../ 12 Smith Bob 433-4234 2........../ 43 Jones Joe 555-1111 3........./ 55 Adams Jack 434-1113 3........./ 3 Billing Hank 222-6111 4......../ 25 Wilson Fred 233-5523 5......./ 64 Gray Bill 234-6562 2........../ 43 Ober Barry 423-2349 2........../ 15 Trak Gill 777-2435 ------------------- Printed (1) Member with 'Lx-' Level Counts as follows:.... L1-1 L2-3 L3-2 L4-1 L5-1 Total: 9 In this example, Nancy Hawkins is the top person in this group, with Bob Smith the first person in her group or organization. Bob has signed up Joe Jones, Barry Ober and Gill Trak, Joe Jones then signed up Jack Adams, who in turn signed up Fred Wilson, who in turn signed up Bill Gray. *) Lines/Page: Enter the total number of printed lines that are on one typical page. *) Lines/ Top and Bottom Margins. The program will subtract the top and bottom margin setting to determine the printable page size. *) Lines/Label: Enter the lines per mailing label that you plan to use. The mailing printing is done strictly by counting lines. It will skip a line and start printing. Then when finished printing it will advance the remaining number, printing blank lines. Additional Options: From the 'Print Screen' you may select two additional label printing options. 1. You may select label printing sorted by Last Name or by Mail (Zip) code. 2. You may select to print all labels in you print set or only those labels with and address. *) Print Spouse: [Yes or No]: The program has a field to enter the name of the spouse. If you want you may have the spouse name appear on the label i.e. Bob Smith (Mary) or Bill Jones (Betty White). This will permit the display of the individuals below the primary downline or frontline to this individual. The '0' down level is only recognized when printing Lists and MLM Genealogy Reports. Sheets will recognize a maximum of 4 down levels while Lists and MLM Genealogy Reports will recognize a maximum of 12 levels. *) Number of print lines to a page. The program will calculate and ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 39 ────────────────────────────────────────────────────────────────── print the page. When it gets to the bottom margin it will issue a form feed to the printer. *) Number of print lines to a printed label (Minimum of 4). The program will print one line of white (space) then the remainder of the label in lines. i.e. A 6 line label would be one line of white, three lines of address, optionally one line for country name/abbreviation, and then one or two lines of white then repeat the process. There are no form feeds given in printing of labels. Additional Options: From the 'Print Screen' you may select two additional label printing options. 1. You may select label printing sorted by Last Name or by Mail (Zip) code. 2. You may select to print all labels in you print set or only those labels with and address. *) Special printer codes. The default code that is sent to the printer is ASC 27, @ 'ESC @'. If your printer requires some other initialization code then place the appropriate code hear. The program will send the code to the printer at the beginning of printing operation. No Printing: You may press the [Esc] key at any point and return to the previous screen (Main Menu or The Add/Edit screen). Begin Printing: With the cursor in the bottom action field you may press the [P] or the [ENTER] or [RETURN] key to begin printing. Cancel Printing: If you are printing to disk or printer then you may press the [CTRL-F10] key to cancel printing. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 40 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ UPGRADING FROM OLDER VERSION │ └────────────────────────────────────────────────────────────┘ Upgrading is fairly straight forward. Just type: INSTALL {from 'Drive:\Directory'} {to 'Drive:\Directory'} Example: Install b: c:\ctree The installation program will copy all the files to the new directory. If it detects a previous version it will make a copy to ???old.* of all the pertinent files then copy the new program over top of the old. WARNING. It is always useful to have a complete backup of your files before you do any copying just in case something goes wrong. Next change to the CALLING TREE directory and type: CT, then press [ENTER] This will convert all your old data to the new version before you are allowed to begin. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 41 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ REGISTRATION... (Why/What do I get?) │ └────────────────────────────────────────────────────────────┘ Here is what you get if you register THE CALLING TREE. There are two levels of registration: Basic Registration: - You receive the latest release of the program, fresh from the author's computer. - You get unlimited technical support for 90 days via surface mail or electronic mail. - You help increase competition in the software industry by keeping prices low (shareware doesn't rely on expensive advertising). - Finally, you can be proud of the honesty and integrity you've shown in registering the program and having participated in the shareware revolution. - You are supporting the free enterprise system. Full Registration: (All what you get with the basic registration plus...) - You receive notices of bugs and special upgrades. - If you find any major bugs in the software that inhibits basic value I will correct these bugs for you and send you the most recent version free of charge. - You have the author's ear when it comes to suggesting new features and capabilities. You may also be able to beta-test new versions of the software before they are released to the general public. - You receive a printed and bound users manual. See file 'Registration.doc'. Refer to file "Registration.doc" for more details and prices. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 42 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ HOW TO CONTACT IN/QUEST │ └────────────────────────────────────────────────────────────┘ All correspondence, payments and registration should be mailed to:... All payments should be to "J.Q.Turner" Jim Turner IN/QUEST, LLC. 200 S. Wilcox St., #217 Castle Rock, CO 80104-1913 Questions answered at:...................... Voice: (303)671-0800 Fax: (303)688-0188 email:................. America Online "INQUEST" (Internet: inquest@aol.com) CompuServe 70505,531 (Internet: 70505.531@compuserve.com ) Fidonet 1:104/555 WWW: http://members.aol.com/inquest/www/inquest.htm ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 43 ────────────────────────────────────────────────────────────────── The most current version of THE CALLING TREE can usually be found through... A. CompuServe (go IBMAPP) IBM Applications forum (Business App's #6 Library) File Name ZTREE.ZIP B. The Internet via Anonymous FTP at ftp.coast.net/simtel/msdos/database. Look for ZTREE*.ZIP C. Every attempt will be made to keep the most current copy on the ASP Hub Network systems (AHN). In an effort to make it easier for you to obtain your favorite software, the latest updates of many ASP authored programs will always be available via my WWW home page 'http://users.aol.com/inquest/www/inquest.htm' or can be found on the BBS's listed below. These BBS's are members of the ASP Hub Network (AHN). File Name ZTREEXX.ZIP Zone 1 - East Coast USA North-East Coast Mid-East Coast [Site #1] [Site #2] The Consultant BBS The Break RBBS <East> Jay Caplan Bruce Jackson P.O. Box 8571 4660 Whitaker PL New York NY 10116-4655 Dale City, VA 22193-3011 Data1) 718-837-3236 Data1) 703-680-9269 Data2) Data2) 703-551-0000 Zone 2 - North Mid-USA Zone 3 - Southern Mid-USA [Site #3] [Site #4] The Twilight Zone The DataExchange BBS John Hrusovszky Don Morris 1119 E. Main St 119 Herring St. Auburndale, WI 54412 Leesville, LA 71446 Data1) 715-652-2758 Data1) 318-239-2122 Data2) Data2) Zone 4 - West Coast USA [Site #5] [Site #6] Attention to Details BBS Space BBS Clint Bradford Owen Hawkins 5085 Trail Canyon Dr PO Box X Mira Loma CA 91752 Menlo Park, CA 94026 Data1) 909-681-6221 Data1) 415-323-4398 (ASP Files) Data2) Data2) 415-323-4193 (Other Files) Zone 5 - Canada [Site #7] ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 44 ────────────────────────────────────────────────────────────────── Knightec BBS Phil Knight 35 Robb Blvd #6 Orangeville, ONT L9W 3L1 Data1) 519-940-0007 Data2) These BBSs are bound by special agreement with the ASP. In the case of a dispute contact the ASP Ombudsman. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 45 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ OTHER PROGRAMS AVAILABLE FROM IN/QUEST │ └────────────────────────────────────────────────────────────┘ Other Products of IN/QUEST, LLC: 'SHOWLOGO' (tm), 'SHOWTIME' (tm) and 'PUBLIC ACCESS' (tm) SHOWLOGO (tm) is designed to specifically show any text file in a setting where the information has to be more-or-less persistent without burning or damaging the screen. Thus, SHOWLOGO is offered as a screen saver. SHOWLOGO registration is $10 per computer and full documentation is available from the same systems as above under the name SHOWL.ZIP and SL123.ZIP respectively. Site licenses are available. A PCX file may be displayed as one of the random video effects. SHOWTIME (tm) is an enhancement of SHOWLOGO with the addition of a scheduler that will display any text (ASCII) up to a full screen for a period of time designated in a scheduler. At the end of the designated period of time, SHOWTIME will check the scheduler file and display the next scheduled text file. SHOWTIME keeps the text message persistent on the screen, with various video effects to prevent any damage to the screen. A PCX file may be displayed as one of the random video effects. PUBLIC ACCESS (tm) keeps track of computer usage for public sites such as public libraries, copy centers, hotels, airports, etc. Any place where they rent their computers to the public and they need to control the use of, access to, and track what the public did so they can account for the use of and, if they want, charge accordingly. Supports FREE, CASH, and/or CREDIT CARDS use. Supports public usage of, and access to, any APPLICATION program and any ONLINE DATA COMMUNICATIONS service (via modem). Free PRODIGY access with registration. Supports use as a DOOR in a BBS. EZ-LOTTO (tm). Need help picking just the right number for your next lottery ticket. Use EZ-LOTTO. Supports numbered sets from 3 to 9 selected from a domain from 0-80. Keep track and analyze the lotto numbers picked in as many games as you wish to follow. Know which numbers are most likely to be picked in each game. Also, the there is a build in automated selection process that can be biased to a birth date or favorite name. The selection process will show you how many possible combinations there are for your setttings. Provides several veiws of the numbers selected. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 46 ────────────────────────────────────────────────────────────────── ┌────────────────────────────────────────────────────────────┐ │ │ │ TECHNICAL INFORMATION │ └────────────────────────────────────────────────────────────┘ THE CALLING TREE was written in Apogee a 4GL Relational Database Development software application development language developed by Binary Research. The databases may be viewed with any text editor, but MAY NOT be altered with same text editor. The data structure is unique to the indexing scheme used by Apogee and may only be modified from within THE CALLING TREE. You will need 540 KB RAM to run THE CALLING TREE properly. ┌────────────────────────────────────────────────────────────┐ │ │ │ TROUBLE SHOOTING │ └────────────────────────────────────────────────────────────┘ THE CALLING TREE manages a significant quantity of sensitive relationship information dealing with what level a tree member is from the top, the total number of people in their immediate family queue (downline) and the total number of people their entire downline (group). If your system has a power failure and the numbers are not properly updated while you are working on the system then you may select the system operators 'O' screen from the main menu and press [F4] Options and then select '3. Re-Confirm Database'. Your tree information will be rebuilt and tallied. ────────────────────────────────────────────────────────────────── THE CALLING TREE (tm) Copyright (c) 1993 IN/QUEST,LLC Page 47 ────────────────────────────────────────────────────────────────── ┌───────────────────────────────────────────────────────────────┐ │ │ │ APPENDIX - A - Sample Reports │ └───────────────────────────────────────────────────────────────┘ ┌─────────────────────────────────┐ │ CALL SHEETS │ └─────────────────────────────────┘ A: With Family Queue Date: 11/10/94 My Enterprise Systems Inc Page: 1 F A M I L Y Q U E U E S H E E T S FOR: Georgus Washington [ID: AZ-21355 ] Level [3] Family Queue: [ 2 ] Group: [ 6 ] Direct Contact By: Lindynn Johnson [Day Phone: 432-5555] Key: D=DayPhone N=NitePhone C=Cellular P=Pager V=VoiceMail F=Fax Member Name O=Other E=Electronic Mail ---------------------------------------------------------------- 1. Hoffmaner [ Name: Abigale Hoffmaner ] Phone [D] 444-2332 [N] 423-3433 [C] 534-3434 [P] 545-5555 [V] 432-2222 [F] 444-4444 [O] [E] 2. Hunte' [ Name: Betty Hunte' ] Phone [D] 555-2323 [N] 231-3223 [C] 243-3434 [P] [V] [F] [O] [E] 1. Gay [ Name: Marv Gay ] [Spouse: Shiela] Phone [D] 555-3333 [N] 322-3333 [C] [P] 555-3342 [V] 423-4444 [F] [O] [E] 1. Burnes [ Name: Geogeius Burnes ] Phone [D] 1-213-444-3333 [N] 1-213-444-5555 [C] [P] 1-213-444-5552 [V] [F] [O] [E] 2. Grafix [ Name: Harvar Grafix ] Phone [D] 411-2222 [N] 434-4343 [C] [P] [V] [F] [O] 1-800-434-4344 [E] 3. Standish [ Name: Milly Standish ] [Spouse: Miles] Phone [D] 342-4444 [N] 232-3443 [C] [P] 534-2342 [V] [F] [O] [E] ──────────────────────────────────────────────────────────────── THE CALLING TREE Copyright (c) 1993 IN/QUEST, LLC Page A-1 ──────────────────────────────────────────────────────────────── B: Without Any Family Queue Date: 11/10/94 My Enterprise Systems Inc Page: 1 N O F A M I L Y Q U E U E L I S T Key: D=DayPhone N=NitePhone C=Cellular P=Pager V=VoiceMail F=Fax Member Name O=Other E=Electronic Mail --------------------------------------------------------------- 1. Burnes [ Name: Geogeius Burnes ] Phone [D] 1-213-444-3333 [N] 1-213-444-5555 [C] [P] 1-213-444-5552 [V] [F] [O] [E] 2. Grafix [ Name: Harvar Grafix ] Phone [D] 411-2222 [N] 434-4343 [C] 444-3212 [P] [V] [F] [O] 1-800-434-4344 [E] 3. Hoffmaner [ Name: Abigale Hoffmaner ] Phone [D] 444-2332 [N] 423-3433 [C] 534-3434 [P] 545-5555 [V] 432-2222 [F] 444-4444 [O] [E] 4. Hudini [ Name: Harry Hudini ] [Spouse: Ruth] Phone [D] 1-312-444-2212 [N] 1-312-443-6555 [C] [P] 1-312-452-4544 [V] 1-312-555-2222 [F] [O] 1-800-333-1111 [E] magic@aol.com 5. Standish [ Name: Milly Standish ] [Spouse: Miles] Phone [D] 342-4444 [N] 232-3443 [C] [P] 534-2342 [V] [F] [O] [E] 6. Vinyard [ Name: Martha Vinyard ] [Spouse: Bill] Phone [D] 1-508-444-1111 [N] 1-508-432-1113 [C] [P] 1-508-666-2222 [V] [F] [O] [E] --------------------------------------------------------------- There are - 6 - people with NO Family Queue ──────────────────────────────────────────────────────────────── THE CALLING TREE Copyright (c) 1993 IN/QUEST, LLC Page A-2 ──────────────────────────────────────────────────────────────── ┌─────────────────────────────────┐ │ MAILING LABELS │ └─────────────────────────────────┘ Marv & Shiela Gay Lullaby Blvd Dallas, TX USA Alex Haig 455 Smith Blvd Dallas, TX USA Betty Hunte' Vocal Lane Dallas, TX USA Lindynn Johnson Summerfield Court Richardson, TX USA John & Pearl Schwartzkoof 4 Dolphin Lane Gulfcoat, FL USA Georgus Washington Cherry Tree Lane Philadelphia, PA 18323 ──────────────────────────────────────────────────────────────── THE CALLING TREE Copyright (c) 1993 IN/QUEST, LLC Page A-3 ──────────────────────────────────────────────────────────────── ┌─────────────────────────────────┐ │ FULL MEMBER RECORD │ └─────────────────────────────────┘ Date: 11.10.94 My Enterprise Systems Inc Page: 1 F U L L M E M B E R R E C O R D Member Name:........ John Upland ID Number [ AZ-53331] Spouse Name:........ Lucy Member Address:..... 14 Utopia Lane Galviston, TX (USA) Date Member Added:.. [11.10.94] Levels From Tree Top [ 1] Family Queue Number [ 26] - Group Number [ 42] UPLINE CONTACTS {Limit: 3} :............... Nbr 1 Upline Contact: Jay Tunney (Day Phone: 788-4168) PHONE NUMBERS:................. Day [291-6530 ] Nite [892-5359 ] Pager [ ] Vmail [ ] Fax [ ] Cell [ ] Other [ ] Email [ ] DATES: LastTalk Message NextTalk Go-NoGo SignUP A-[11.10.94] B-[ ] C-[12.01.94] D-[ ] E=[ ] COMMENTS:...................... - Top contact in the Controller Organization. Think he will be - an excellent contribution to the team. Is an top speaker for - the training circuit. Get back to him by first next month. - Definitely capable of building a large business. FAMILY QUEUE {26}: ................... - Wyatt Brown (FQ: 0) - Chris Cranten (FQ: 0) - Vanessa Dilly (FQ: 0) - Arthur J. Dimne (FQ: 0) - John Diton (FQ: 0) - Dawn Fabisyan (FQ: 6) - Rich Fennick (FQ: 0) - Tod Fiddar (FQ: 0) - Douglas Halterman (FQ: 0) - Jane Hobaezy (FQ: 0) - Steve Kinon (FQ: 0) - Steven Kolanitz (FQ: 0) - Micky Kulamon (FQ: 0) - Peter Laman (FQ: 0) - Mike Lord (FQ: 0) - Lew Luzern (FQ: 0) - David Metzger (FQ: 0) - Zin Xin (FQ: 3) - Mat Peterson (FQ: 0) - Randy Rubizen (FQ: 0) - Edward Rutenden (FQ: 0) - Jil Tromman (FQ: 0) - Jack Veinfra (FQ: 0) - Taylor Walton (FQ: 0) - David Wiezens (FQ: 0) - David Wiltowe (FQ: 0) ──────────────────────────────────────────────────────────────── THE CALLING TREE Copyright (c) 1993 IN/QUEST, LLC Page A-4 ──────────────────────────────────────────────────────────────── ┌─────────────────────────────────┐ │ MEMBER LIST │ └─────────────────────────────────┘ Date: 11/10/94 My Enterprise Systems Inc Page: 1 M E M B E R L I S T Downline For: John Schwartzkoof --------------------------------------------------------------- 1. John Schwartzkoof (Pearl) {ID: AZ-51231} {Day: 444-5555} 1. Alex Haig {ID: AZ-23423} {Day: 444-1111} 1. Lindynn Johnson {ID: AZ-45234} {Day: 432-5555} 1. Georgus Washington {ID: AZ-21355} {Day:321-2333} 1. Abigale Hoffmaner {ID: AZ-2342A} {Day: } 2. Betty Hunte' {ID: AZ-43234} {Day: 555-2323} 1. Marv Gay (Shiela) {ID: AZ-3421f} {Day: } 1. Geogeius Burnes {ID: AZ-43222} {Day: } 2. Harvar Grafix {ID: AZ-442S1} {Day: 411-2222} 3. Milly Standish (Miles) {ID: AZ-TSD23} {Day:} 2. Harry Hudini (Ruth) {ID: AZ-55122} {Day: 1-312-444-2212} 3. Martha Vinyard (Bill) {ID: 5} {Day: 1-508-444-1111} ---------------------------- Printed 1 Member with 'Lx-' level counts as follows:.... L1-3 L2-1 L3-1 L4-2 L5-3 L6-1 Total: 12 ──────────────────────────────────────────────────────────────── THE CALLING TREE Copyright (c) 1993 IN/QUEST, LLC Page A-5 ──────────────────────────────────────────────────────────────── ┌─────────────────────────────────┐ │ TREE (MLM) GENEALOGY │ └─────────────────────────────────┘ Date: 11/10/94 My Enterprise Systems Inc Page: 1 M E M B E R M L M G E N E A L O G Y R E P O R T Downline For: John Schwartzkoof Level .....1. [ -- ID -- ] Last Name First Name Phone -----------0- ------------ --------------- ------------ --------- Top Level ..> AZ-51231 Schwartzkoof John 444-5555 1.........../ AZ-23423 Haig Alex 444-1111 2........../ AZ-45234 Johnson Lindynn 432-5555 3........./ AZ-21355 Washington Georgus 321-2333 4......../ AZ-2342A Hoffmaner Abigale 444-2332 4......../ AZ-43234 Hunte' Betty 555-2323 5......./ AZ-3421f Gay Marv 555-3333 6....../ AZ-43222 Burnes Geogeius 444-3333 5......./ AZ-442S1 Grafix Harvar 411-2222 5......./ AZ-TSD23 Standish Milly 342-4444 1.........../ AZ-55122 Hudini Harry 444-2212 1.........../ AZ-23335 Vinyard Martha 444-1111 ---------------------------- Printed 1 Member with 'Lx-' level counts as follows:.... L1-3 L2-1 L3-1 L4-2 L5-3 L6-1 Total: 12 Note: The 'Level.....1.' column heading above will automatically expand to the number of levels (max 50) that you are printing out. The maximum heading would look like this .... Level....1.........2.........3.........4.........5 ---------0---------0---------0---------0---------0 ──────────────────────────────────────────────────────────────── THE CALLING TREE Copyright (c) 1993 IN/QUEST, LLC Page A-6 ────────────────────────────────────────────────────────────────