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Overview of Memo Options: Client file Every Client record has its own word processor! This feature allows you to create a second screen behind any individual ì Client record with free-form text of up to 15,000 characters PER Client, ì given a 640K system memory. In this second screen, you can scroll up and down and enter text as though ì you were in a word processor. Indeed, you can think of this second screen as your own word processor, ì embedded behind each Client record. In addition to entering text, you can ì also import external text files, such as contracts or formal bids, into the ì relevant record associated with that text. In this way, you can browse ì through the contract for a Client six months after the fact and long after ì you have forgotten what the content was. If you wish to export the memo to ì an external text file, you can do that too. The memo option presents itself in one of two ways. When you are in the ì Add option for the Client file, the program asks you after you have ì finished entering all data into the first screen if you wish to create a ì memo. If you elect to do so, then the program will go into the Memo ì Options Menu. If you are in the Get option for the Client file, you will ì see this option on the lower left: "F4 Memo Option". Upon selecting that, ì you will be presented with a comprehensive menu entitled "Memo Option ì Menu". Each Client record has his or her own memo menu. It contains these options [the Client name appears on top after "Custom ì Memo"]: ===Custom Memo for Accounting & Tax Service== Memo Options Menu =============== ========================================================== | Tuesday, September 22, 1987 | ---------------------------------------------------------- | 1) Edit the existing memo or create a new one | | 2) Output the memo to a text file | | 3) Input a text file into this memo | | [overwrite existing memo] | | 4) Input an external text file into this memo | | [append to existing memo] | | 5) Set Left and Right Margins: | | 5 75 | | 6) Toggle Edit Screen Code Help [Now On ] | | 7) Print options [Printit v3.5 [TM]] | | 8) Create Quick Memo [TM] | | | | R) Return to Client record | ========================================================== [Current character length of this memo = 0] This menu will tell you at a glance the number of characters in the memo, ìèthe current margins, and today's date. You can input an existing text file ì into the memo with options 3 or 4. As your memo begins to grow and ì accumulate different items, you can output it to an external text file ì using option 2. Option 1 puts you into the edit mode. In this option you are presented ì with a full screen word processor with the following message on the bottom ì of the screen: ----------------------------------------------------------------------------- Edit Screen Codes: Up arrow = move up 1 line, Down arrow = move down 1 line, Left Arrow = move left 1 character, Right arrow = move right 1 word, HOME = start of current line, END = end of current line, [CONTROL] HOME= start of memo, [CONTROL] END = end of memo, PgUp = Next edit window up, PgDn = Next edit window down, [CONTROL] W = Finished editing and save, ESC = abort editing. Use [INS] key for inserting text, [DEL] to delete, [CONTROL] B to reformat ----------------------------------------------------------------------------- This message gives you the codes that you can use in the full screen word ì processor. Immediately above these codes you will observe your cursor. ì You can type as long as you wish, just as in any other word processor. ì When finished entering text, you can save it by entering [CONTROL] W, as ì per the instructions. After you become conversant with the codes, you can replace the six lines ì of the above instructions with this one line: -------------------------------------------------------------- Edit Screen Codes: [CONTROL] W to save, ESC to abort -------------------------------------------------------------- To toggle back and forth between these 2 different Screen Code help ì screens, enter option 6 on the Memo Options Menu. 6) Toggle Edit Screen Code Help [Now Off] Note also that you can access each Client's memo from the activity file. ì When you are either Adding or Getting an activity record, you will observe ì 'F4' is displayed to you for 'Memo' options. Remember that multiple ì activity records for any one Client all have the SAME memo in the Client ì file. Option 7 will print out the memo at this menu. Option 8, Quick Memo [TM], though implemented in the Client Memo, is really ì meant to be used for routine correspondence created in the Activity Memo. ì For a complete explanation of Quick Memo [TM], go to the Activity file, ì Memo Options Menu, and select the Help screen. 
