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- H o w y o u r d a t a b a n k w o r k s
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- Here are some further explanations on how information in this data bank is
- organised. If you have completed the tutorial in the previous section, you
- should be familiar with the basic menu flow.
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- All information about each particular individual is kept on 2 related
- screens. The first screen contains mainly contact details and the second
- screen date particulars. The person's name is given on the top left hand
- side of the date screen so that you always know who you are looking at.
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- The text you enter in the pop-up windows is stored in a special file. This
- means that virtually no additional disk space is taken up by persons for
- whom you make no comments. This is an advantage over database types where
- a fixed amount of disk space is consumed for each record regardless of its
- contents.
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- The lay-out of the second screen containing the dates warrants further
- explanation. There are two sections, one for business deadlines and the
- other for birthdays and Christmas cards.
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- The reason why you may enter up to 5 birthdays for an associated person is
- that you may have the family's address on the first screen and the first
- names of each family member of the second. This saves you having to keep 5
- records for a single family with the same address. It is not necessary to
- state the surname again when specifying dates. If in doubt, the system
- will tell you who the person is associated with when you use the date
- advisor. Nicknames are therefore acceptable.
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- You can enter up to two business deadlines for each individual or company.
- Always consider WHO is most directly associated with the event. It is that
- person's information with whom the deadline is connected. For example, if
- your share options expire in a few months time and you wish to be reminded
- by your computer, where in your data bank would you store this deadline?
- It would have to go on the second screen of the company or person whom you
- will be contacting regarding this matter, your stock broker for example.
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- Here is a tip regarding the deadline and birthday comments. There is one
- text window for what may be 5 different birthdays. If you make a comment
- regarding one person, how will the program know to retrieve the comment for
- that particular first name and not for others? The answer is that you have
- to mention the person's first name anywhere in your notes. If you do that,
- the computer will guess that this message may be of interest to you when
- the person's date comes up and automatically offer you a retrieval.
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- Further information regarding the date advisor is given in "New User Tips"
- under the date advisor menu.
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