home *** CD-ROM | disk | FTP | other *** search
/ Fritz: All Fritz / All Fritz.zip / All Fritz / FILES / BUSINESS / YCOLECT2.LZH / COLL-C41.EXE / COLLECT.ACS / COLL7_2.DOC < prev    next >
Text File  |  1991-10-22  |  15KB  |  297 lines

  1.                            Create your own fields
  2.  
  3.                  Entering codes specific to your application 
  4.           and then creating reports or labels based on those codes:
  5.  
  6.  
  7.                     ----- Defining your own codes: -----
  8.  
  9. áááThi≤á featurσá give≤á yo⌡ thσ abilit∙ t∩ ente≥ code≤ specifiπá t∩á you≥ ì
  10. áááindustr∙á o≥ applicatioε anΣ theε creatσ report≤ o≥ generatσ label≤á oε ì
  11. áááthosσá specifiπ codes«á  Thesσ code≤ arσ theε entereΣ int∩ COMMENT▒á o≥ ì
  12. áááCOMMENT▓ oµ eacΦ prospec⌠ recorΣ iε thσ Prospec⌠ file«  
  13.  
  14. áááLet'≤ say¼á fo≥ example¼ tha⌠ yo⌡ haΣ identifieΣ thesσ criteriß iε you≥ ì
  15. ááárea∞ estatσ prospects:
  16.  
  17. ááá1⌐  Sizσ oµ homσ wanted
  18. ááá2⌐  Amoun⌠ prospec⌠ want≤ t∩ spenΣ oε home
  19. ááá3⌐  Preference¼ iµ any¼ fo≥ location¼ b∙ zi≡ o≥ posta∞ code
  20. ááá4⌐  Numbe≥ oµ floor≤ oµ homσ desired
  21.  
  22.  
  23. áááLet'≤ sa∙ furthe≥ tha⌠ yo⌡ haΣ developeΣ thesσ codes:
  24.  
  25. ááá                    1⌐  SIZE=1500SF
  26. ááá                        SIZE=2000SF
  27. ááá                        SIZE=2500SF
  28. ááá                        SIZE=3000SF
  29.  
  30. áááThi≤ firs⌠ criteriß show≤ thσ sizσ home¼ iε squarσ feet¼ tha⌠ thσ buye≥ ì
  31. ááái≤ lookinτ for.
  32.  
  33. ááá                    2⌐  AMT=100K
  34. ááá                        AMT=125K
  35. ááá                        AMT=150K
  36. ááá                        AMT=200K
  37.  
  38. áááCriteriß ▓ show≤ thσ amount¼ iε thousand≤ oµ dollars¼ tha⌠ thσ buye≥ i≤ ì
  39. áááwillinτ t∩ spend.
  40.  
  41. ááá                    3⌐  LOC=75081
  42. ááá                        LOC=75082
  43. ááá                        LOC=75083
  44. ááá                        LOC=75084
  45.  
  46. áááCriteriß │ show≤ thσ locatioε preference¼á b∙ zi≡ o≥ posta∞ code¼á tha⌠ ì
  47. áááyou≥ buye≥ has.
  48.  
  49. ááá            4⌐  FLOORS=▒       ╝ onσ floor¼ n∩ basement
  50. ááá                FLOORS=1┴      ╝ onσ floor¼ onσ basement
  51. ááá                FLOORS=▓       ╝ ▓ floors¼ n∩ basement
  52. ááá                FLOORS=2┴      ╝ ▓ floors¼ onσ basement
  53.  
  54.  
  55. áááThi≤ criteriß tell≤ yo⌡ thσ numbe≥ oµ floor≤ preference¼á iµ any¼á tha⌠ ìèáááthi≤ buye≥ has.
  56.  
  57. áááObservσá tha⌠ a≤ yo⌡ develo≡ code≤ fo≥ al∞ buyers¼á yo⌡ d∩ NO╘ havσá t∩ ì
  58. áááusσá ever∙á codσ fo≥ ever∙ buyer«á  Iµ onσ buye≥ ha≤ n∩á locatioεá codσ ì
  59. ááápreference¼á theε omi⌠ thi≤ criteria«  I⌠ doe≤ matter¼ though¼ tha⌠ yo⌡ ì
  60. áááente≥á thσá code≤á CONSISTENTL┘ int∩ thσá Prospec⌠á file¼á COMMENT▒á o≥ ì
  61. áááCOMMENT2«  Otherwise¼ yo⌡ wil∞ no⌠ bσ ablσ t∩ extrac⌠ theφ later.
  62.  
  63.  
  64.                        ----- Selectinτ Reports║ -----
  65.  
  66. áááOncσ yo⌡ selec⌠ optioε │ froφ thσ Maiε Prograφ Menu¼á yo⌡ wil∞ seσ thi≤ ì
  67. áááReport≤ menu:
  68.  
  69.  
  70.    ---------------------------------------------------------------------
  71.                                                                        |  
  72.     Start Date         Prospect and Activity Reports        End Date   |    
  73.                                                                        |
  74.     01/01/1901             Please Choose one         12/12/2999     
  75.                       
  76.                                                                           
  77.                1)  Do ONE  report from the Prospect file                    
  78.                2)  Generate ONE report from the Activity file             
  79.                3)  Set start/stop date of these Reports                   
  80.                4)  Select by any Comment,City,State,Zip,Prospect            
  81.                             [no criteria selected]                        
  82.                5)  Category Consolidation Feature:      [now OFF]
  83.                                                                           
  84.                H)  Help for reports                                       
  85.                                                                           
  86.                R)  Return to prior menu                                   
  87.                                                                        |  
  88.                   Category of Prospects [defaults to ALL]: ALL         |    
  89.                                                                        |
  90.    ---------------------------------------------------------------------
  91.  
  92.                                                                           
  93. áááOptioεá ┤ wil∞ allo≈ yo⌡ t∩ selec⌠ ou⌠ an∙ codσ o≥ combinatioε oµ code≤ ì
  94. áááfroφ thσ COMMENT╙ fields«   Wheε yo⌡ selec⌠ thi≤ option¼ yo⌡ wil∞ firs⌠ ì
  95. áááseσ thi≤ menu:
  96.  
  97.  
  98.                                                                             
  99.    ------------------------------------------------------------------------
  100.                            Selection Criteria Menu                         |
  101.             ==========================================================     |
  102.             |               Tuesday, August 9, 1988                  |     |
  103.             ----------------------------------------------------------      
  104.             |                                                        |      
  105.             |       1)  Select by character:                         |      
  106.             |    [comments, first/last name, company, city]          |      
  107.             |                                                        |      
  108.             |       2)  Select by value or range of values:          |      
  109.             |   [Revenue/Expenses, Category, Zip, Economic Value]    |      è            |                                                        |      
  110.             |       3)   Select All 'tagged' records                 |      
  111.             |                                                        |      
  112.             |       H)  Help                                         |      
  113.             |                                                        |      
  114.             |                                                        |      
  115.             |       R)  Return to prior menu                         |     | 
  116.             |                                                        |     | 
  117.             ==========================================================     | 
  118. ---------------------------------------------------------------------------
  119.  
  120. áááOptioε │ i≤ covereΣ iε :
  121.                  Appendix A-7 ["PROGRAM.DOC/PROGRAM.REF"]
  122.             [Select out records by characters, values, or 'tag']
  123.  
  124. áááOptioε ▒ anΣ ▓ oµ thi≤ men⌡ arσ simila≥ iε function«á  Fo≥ now¼á selec⌠ ì
  125. áááoption 1 from this menu and you will see:
  126.  
  127.    ---------------------------------------------------------------------
  128.                            Exclusivity of Selection:                   |  
  129.                                                                        |  
  130.                                                                        |  
  131.                              False = All Inclusive                        
  132.            Record included if meeting at least ONE search criteria.       
  133.                                                                           
  134.                                                                           
  135.                            True = Mutually Exclusive                      
  136.      Record included only if meeting ALL search criteria at the same time.
  137.                                                                           
  138.                                                                        |  
  139.                                    Enter T or F : [T]                  |  
  140.                                                                        |
  141.    ---------------------------------------------------------------------
  142.                                                                           
  143.  
  144. áááIε thi≤ menu¼á "Exclusivit∙ oµ Selection"¼  yo⌡ mus⌠ selec⌠ whethe≥ yo⌡ ì
  145. áááwan⌠á onl∙ thosσ record≤ t∩ bσ selecteΣ tha⌠ havσ al∞ set≤ oµ code≤á iε ì
  146. áááever∙ recorΣ o≥ selec⌠ record≤ regardles≤ oµ thσ numbe≥ oµ matche≤ madσ ì
  147. ááápe≥á record¼á a≤ lonτ a≤  a⌠ leas⌠ onσ matcΦ i≤ madσ iε an∙ onσá recorΣ ì
  148. ááátha⌠ i≤ selected.
  149.  
  150. áááTruσá [o≥ T▌ mean≤ al∞ matche≤ havσ t∩ bσ madσ iε an∙ onσ recorΣ fo≥ i⌠ ì
  151. ááát∩ bσ selected«á  Falsσ [o≥ F▌ mean≤ tha⌠ a≤ lonτ a≤ onσ matcΦ i≤á madσ ì
  152. áááiε tha⌠ record¼ i⌠ wil∞ bσ selected.
  153.  
  154. áááAfte≥á makinτá you≥ selectioε a⌠ thi≤ "Exclusivit∙ oµ Selectionóá menu¼ ì
  155. áááyo⌡ caε makσ you≥ specifiπ selection≤ a⌠ thi≤ menu:
  156.  
  157.    ---------------------------------------------------------------------
  158.                   Enter those values you wish to select out.           |  
  159.          Any field left blank will include all records in that field.  |  
  160.                                                                        |  
  161.                   ___________________   [first name]                      
  162.                   ___________________   [last name]                       
  163.            __________________________   [company name]                    è           __________________________   [city]                            
  164.                                 ___     [state]                           
  165.                        ____________     [zip code]                        
  166.         _____________________________   [comments, first selection]       
  167.         _____________________________   [comments, second selection]      
  168.         _____________________________   [comments, third selection]    |  
  169.         _____________________________   [comments, fourth selection]   |  
  170.                                                                        |
  171.                  [COMMENT1 and COMMENT2 are searched together]         |
  172.                                                                        |
  173.    ---------------------------------------------------------------------
  174.                                                                           
  175. áááA⌠ thi≤ screen¼á yo⌡ caε inpu⌠ u≡ t∩ ┤ set≤ oµ code≤ o≥á phrases«á  Yo⌡ ì
  176. ááácaε ente≥ an∙ word¼ phrase¼ o≥ codσ oε whicΦ t∩ basσ you≥ selection« Iµ ì
  177. ááálef⌠á blank¼á al∞á record≤ wil∞ bσ printeΣ out«á  Iµ yo⌡ makσ aεá entr∙ ì
  178. áááthere¼ thσ prograφ wil∞ searcΦ througΦ thσ comment≤ anΣ selec⌠ ou⌠ onl∙ ì
  179. áááthosσ record≤ tha⌠ havσ you≥ worΣ o≥ phrasσ iε thσ comment≤ section.
  180.  
  181. áááYo⌡á caεá als∩á selec⌠ b∙ an∙ combinatioε oµá firs⌠á name¼á las⌠á name¼ ì
  182. ááácompany¼ cit∙ state¼ o≥ zi≡ code.
  183.  
  184. ááá[Notσá tha⌠á yo⌡á caε havσ u≡ t∩ ┤ differen⌠ code≤ o≥á phrase≤á entereΣ  ì
  185. áááherσ anΣ al∞ record≤ wil∞ bσ pulleΣ whicΦ havσ an∙ onσ oµ theφ  o≥á an∙ ì
  186. ááácombinatioε oµ them].
  187.  
  188.  
  189. áááIε thi≤ rea∞ estatσ example¼á let'≤ sa∙ tha⌠ thσ followinτ housσ becamσ ì
  190. áááavailablσ oε thσ market:
  191. ááá 
  192. ááááááááááááá200░á squarσá feet¼áá $125,00░á price¼á locateΣá iε ì
  193. ááááááááááááázip/posta∞ codσ '75083¼ anΣ ha≤ tw∩ floors¼ withou⌠ ì
  194. áááááááááááááß basement« 
  195.  
  196. ááá Thesσ code≤ woulΣ theε corresponΣ t∩ tha⌠ information.
  197.  
  198. ááá                                 SIZE=2000SF
  199. ááá                                  AMT=125K
  200. ááá                                  LOC=75083
  201. ááá                                  FLOORS=▓   
  202.  
  203.  
  204. áááIµ yo⌡ entereΣ thosσ value≤ o≥ code≤ int∩ thσ 'commentsº entrie≤ iε thσ ì
  205. áááabovσá men⌡ anΣ se⌠  "Exclusivit∙ oµ Selectionó t∩á True¼á thσá prograφ ì
  206. áááwoulΣá theε selec⌠ ou⌠ thosσ record≤ o≥ prospect≤ tha⌠ containeΣá thesσ ì
  207. ááácriteria«      
  208.  
  209. ááá 
  210.    ----- Accessinτá thi≤álogic froφ thσ Import or Output Dataá Menu║-----
  211.  
  212. áááObservσ thi≤ optioε oε thσ Maiε Prograφ Menu:
  213.  
  214.                         B)  Import or Output Data 
  215.  
  216. áááOncσ yo⌡ selec⌠ tha⌠ option¼ yo⌡ wil∞ seσ thi≤ menu:
  217. è   ---------------------------------------------------------------------
  218.                                                                        |  
  219.                            Import or Output Data Menu                  |
  220.                                                                        |
  221.                           Thursday, April 21, 1988                        
  222.                   
  223.                    1)  Select output criteria for merge file              
  224.                            [no criteria selected]                         
  225.                    2)  Output records to Wordstar/Mailmerge[TM]           
  226.                    3)  Output records to WordPerfect[TM]                  
  227.                    4)  Output records to dBASE III [TM]                |     
  228.                    5)  Output records to Microsoft [Reg. TM] Word 4.0  |  
  229.                                                                        |  
  230.                    R)  Return to prior menu                            |  
  231.    ---------------------------------------------------------------------
  232.                                                                           
  233. áááSelectioε ▒ contain≤ thσ samσ logiπ a≤ thσ report≤ menu«á  Tha⌠ is¼ yo⌡ ì
  234. ááácaε selec⌠ record≤ fo≥ outpu⌠ t∩ you≥ worΣ processo≥ baseΣ oε code≤ yo⌡ ì
  235. áááentered into the comments fields in the Prospect file.
  236.  
  237.  
  238.      ----- Selecting this option from the Labels Management menu: -----
  239.  
  240. áááOncσ iε thσ Label≤ Managemen⌠ menu¼ observσ optioε 2:
  241.  
  242.             2⌐á Producσá label≤á fo≥áal∞árecord≤áiεáProspec⌠áFilσ  
  243.        [Selec⌠ oε an∙ Comment,City¼á State¼ Zi≡ codσ iε Prospec⌠ file▌  
  244.  
  245.  
  246. áááAgain¼ thσ logiπ i≤ availablσ herσ t∩ yo⌡ t∩ selec⌠ ou⌠ label≤ baseΣ oε ì
  247. ááácode≤á tha⌠á yo⌡ haΣ predefineΣ earlie≥ anΣ entereΣ int∩á thσá Prospec⌠ ì
  248. áááfile.
  249.  
  250. áááFo≥ ß completσ lis⌠ oµ thσ fivσ location≤ iε thσ prograφ wherσ yo⌡á caε ì
  251. áááappl∙ thi≤ Selectioε Criteriß logic¼ see:
  252.  
  253.                                 Appendix A-2
  254.                   Logic behind Comments/name/city selection
  255.  
  256. ááá         ----- Creatinτ you≥ owε Hel≡ screeε fo≥ thesσ codes║ -----
  257.  
  258. áááInsteaΣá oµá writinτ dowε thσ code≤ fo≥ you≥á specifiπá application¼á ß ì
  259. áááplacσá exist≤á iεá thσ prograφ t∩ contaiε tha⌠á data«á  Also¼á yo⌡á caε ì
  260. ááádispla∙á thosσ code≤ anΣ thei≥ definition≤ a⌠ an∙ timσá throughou⌠á thσ ì
  261. áááprograφ jus⌠ b∙ enterinτ onσ functioε key!
  262.  
  263. áááThi≤á industry-specifiπ Hel≡ screeε caε havσ u≡ t∩ 15,00░ character≤ iε ì
  264. áááit«á  T∩á seσá ho≈ thi≤ works¼á examinσ Appendi° O¼á 'Creatσá you≥á owε ì
  265. áááindustry-specifiπ Help/Datß Screen'
  266.  
  267.  
  268.                         Miscellaneou≤ o≥ Othe≥ Codes:
  269.               [movσ you≥ code≤ froφ Prospec⌠ t∩ Activit∙ file]
  270.  
  271. áááLet'≤á sa∙ tha⌠ yo⌡ havσ createΣ code≤ a≤ pe≥ thσ logiπ jus⌠á describeΣ ìèáááanΣá havσ entereΣ theφ int∩ thσ Prospec⌠ file«á  Let'≤ sa∙ furthe≥ tha⌠ ì
  272. áááfo≥á purpose≤ oµ pullinτ ou⌠ report≤ late≥ yo⌡ wan⌠ thosσ code≤á t∩á bσ ì
  273. ááápresen⌠ iε eacΦ activit∙ recorΣ a≤ well.
  274. ááá 
  275. áááPrecedσá you≥á code≤ iε thσ Prospec⌠ filσ witΦ 'MISC=º anΣ theεá follo≈ ì
  276. áááthosσ code≤ witΦ ']'«  If¼ fo≥ example¼ yo⌡ creatσ thi≤ code:
  277.  
  278.  
  279.                                  SIZE=2000SF
  280.  
  281. áááThi≤ coulΣ meaε tha⌠ thσ prospec⌠ want≤ ß housσ witΦ 2,00░ squarσ feet«  ì
  282. áááIµ yo⌡ wan⌠ tha⌠ codσ t∩ g∩ int∩ ever∙ ne≈ activit∙ recorΣ created¼ yo⌡ ì
  283. áááwoulΣ ente≥ this:
  284.  
  285.                               MISC=SIZE=2000SF]
  286.  
  287. áááThσ 'MISC=º designatioε tell≤ thσ prograφ tha⌠ thi≤ i≤ ß 'Miscellaneou≤ ì
  288. áááo≥ Othe≥ Codeº tha⌠ yo⌡ wan⌠ placeΣ int∩ eacΦ activit∙ record«á  Iµ yo⌡ ì
  289. áááplacσá ']º a⌠ thσ enΣ oµ you≥ codσ o≥ codes¼á theε thσá followinτá wil∞ ì
  290. áááappea≥ iε eacΦ activit∙ record:
  291.  
  292.  
  293.                               MISC=SIZE=2000SF 
  294.  
  295. áááI⌠á doe≤á no⌠ matte≥ wherσ iε Commen⌠ ▒ o≥ ▓ thi≤ 'MISC=ºá occurs╗á no≥ ì
  296. ááádoe≤ thσ casσ matter«  'MISC=º i≤ interpreteΣ tha⌠ samσ a≤ 'Misc='.
  297.