home
***
CD-ROM
|
disk
|
FTP
|
other
***
search
/
Cream of the Crop 21
/
Cream of the Crop 21 (Terry Blount) (October 1996).iso
/
business
/
clntrk14.zip
/
README.TXT
< prev
next >
Wrap
Text File
|
1996-07-14
|
12KB
|
269 lines
PROGRAM DESCRIPTION
Client Tracks integrates client tracking with one of the most complete
schedulers available. Thousands of clients, scheduled events, income and
expenses may all be handled with this program.
In addition to the expected name, address, phone, and contact information,
each client record has eight miscellaneous fields that you may title as you
wish and a note field that may be up to 32K in length.
Because Client Tracks is an integrated system, you can easily zip from one
module to another. Assume, for instance, that you're looking at Mr. Smith's
record, and you'd like to see everything (not just one or two items) scheduled
for him during the coming month. A few keystrokes later, what you need will be
displayed on your monitor or sent to your printer. When you're finished look-
ing at the schedule, press a key to re-display Mr. Smith's record. Logged
events, such as services, income, and expenses are just as easily accessed.
Client Tracks will handle not only your busy itinerary, but that of every-
one in your office (or family). It will prepare calendars and other reports
that display one person's upcoming events or those for several people simultan-
eously. Data can be filtered when a report is generated, so that only events
for a particular project, or only those events containing a particular word,
will be displayed.
Few programs even approach Client Tracks in the robustness of its schedul-
ing capacity. And, considering all it can do, the program is surprisingly easy
to use. Its reports, while not as infinitely customizable as those provided by
those output-oriented calendar producers with limited scheduling capability,
are attractive, functional, and simple to set up.
This program will optionally drag events forward from day to day until
you tell the program to tag them for deletion. Client Tracks even allows you
tolink related events, so that a change to one will result in the automatic
modification of others. Finding free time, establishing recurring events,
viewing religious dates (Christian, Jewish, and Muslim), and tracking julian
dates are a snap for this program. And, as a bonus, the program includes a Log
module that tracks services performed, money spent, and money received. It
will even produce an Income-Expense report for any period of time you desire.
On a network or stand-alone computer, you'll find that this program will
handle your scheduling needs like nothing else. Give it a thorough work-out.
NOTE: This software is a living -- and evolving -- product. It
is constantly being enhanced as a result of suggestions from
users. If you have any ideas, don't hesitate to contact
Integra Computing at 770-426-5735.
INSTALLATION INSTRUCTIONS (page 1)
Note that a Windows 95 version of this program is available for Windows 95
users.
If you went through the automated INSTALL.BAT routine, the program files
have already been placed into an INTEGRA directory on your hard disk. If, on
the other hand, you did not go through the INSTALL.BAT routine, you should run
the SETUP.BAT routine. Assuming your printer is attached to the LPT1 port
on your computer, the command to run is
SETUP LPT1
That command will cause the files to be copied to an INTEGRA directory on your
hard disk.
- RUNNING THE PROGRAM -
If you're in a hurry to see what the program is like before completing the
basic setup for Windows, you may do so by using File | Run in the Program
Manager or by double-clicking on it in the File Manager. The name of the file
to execute is ULTIMATE.EXE.
INSTALLATION INSTRUCTIONS (page 2)
- COMPLETING THE BASIC SETUP FOR WINDOWS 3.x -
If you'd like to access the program through its icon, complete the basic
setup for Windows 3.x (see next page for Windows 95):
1) Go to the Program Manager. There, you will see that most of your
programs are organized into program "groups". Select the program
group in which you wish to include this new program. It doesn't
make any difference which program within the group may be high-
lighted, as long as the group you desire is selected.
2) Now, select File | New at the Program Manager menu bar.
3) A "New Program Object" box will open. Select Program Item and press
the OK button;
4) A "Program Item Properties" Box will open. Here's what you should
enter:
Description: (here, enter this program's name)
Command Line: ULTIMATE.EXE
Working Directory: C:\INTEGRA
(assuming that the program is on
drive C; if not, substitute the
appropriate letter)
Shortcut Key: None
5) Now, press the "Change Icon..." button. When you do, a "Change
Icon" box will appear. The File Name you should enter is:
C:\INTEGRA\ULTIMATE.ICO
(again assuming that the program is on
drive C; if not, substitute the appropriate
letter)
Press the OK buttons to save the icon and the rest of the properties
you've entered.
6) If you're a registered user, follow the "Registered Users"
instructions found on page 6.
7) For network installation, see the section devoted to Installation in the
program's on-line help. Also see that section if you want the
program to run AUTOMATICALLY whenever you load Windows.
INSTALLATION INSTRUCTIONS (page 3)
- COMPLETING THE BASIC SETUP FOR WINDOWS 95 -
If you'd like to access the program through its icon, complete the basic
setup for Windows 95:
1) Point to the Start button on the Task Bar. When you RIGHT-click
the mouse, a menu will appear. Select "Open" on the menu.
2) A "Start Menu" box will appear. Double-click on the "Programs"
folder.
3) A "Programs" box will appear, showing the sub-folders currently
included within Programs folder. Double-click on the folder in
which you wish to include this program.
4) A box showing the programs contained within the folder will appear.
Select File | New at the box's pull-down menu. Then, select
"Shortcut" at the sub-menu that appears.
5) A "Create Shortcut" box will appear. Into the "Command Line" item,
type
C:\INTEGRA\ULTIMATE.EXE
6) Then, you'll be asked to select a name or title for this program or
shortcut. Type in anything that is meaningful to you.
7) The new program will then be added to the folder. Point to it and
RIGHT-Click. In the menu that appears, select "Properties".
8) A "Properties" box will appear. Select the "Shortcut" tab and then
press the "Change Icon" button. When the "Change Icon" box appears,
type
C:\INTEGRA\ULTIMATE.ICO
and press the OK button.
9) Back at the Properties box, press the "Apply" button and then the OK
button.
10) For network installation, see the section devoted to Installation in
the program's on-line help.
INSTALLATION INSTRUCTIONS (page 4)
- PRINTING THE MANUAL
The manual consists entirely of on-line help that is organized into
several "chapters" referenced in its table of contents. Selecting "Help" at
the pull-down menu will take you into the help system, where you may search
for information by keyword. Pressing the F1 key almost anywhere within the
program will take you directly to a section of the manual that discusses that
section of the program.
Printing the manual involves several steps. First, get into the help
system ("Help" or F1). When there, select the "Contents" button. At the
Contents page, select File | Print. After th