World of Shareware - Software Farm 2/wosw_2.zip/wosw_2/DESKTOP/RMEMBR11.ZIP/MANUAL.DOC

Text File | 1991-07-09 | 69KB | 1,372 lines

                                                  Remember■

                                               (Version  1.1)










                                          Program and Documentation

                                                  ■1991 by


                                               Alamo Computing
                                                 PO Box 637
                                              Alamo, CA  94507
                                                   U.S.A.


                                              Registration: $29







                                   Permission hereby granted to make exact
                                       copies of program diskettes for
                                           shareware distribution





                                           Effective: July 9, 1991

Introduction

Welcome to Remember■.  This program is a computerized address book,
mailing list manager, and date reminder system.  It will store an
unlimited number of names, depending only on the amount of disk
storage you have available.  You can have an unlimited number of
notes (comments) on each name.  You can group your names into
categories to keep track of clients, club members, pizza places, or
any other grouping that is important to you.  Each name can be
associated with any number of "date reminders," such as birthdays,
appointments, etc.  You can also have an unlimited number of
general "date reminders" that are not associated with names (for
holidays, etc.).

Remember■ has unusually large areas for name and address
information.  The flexible address format is designed for U.S.,
Australian, and Canadian addresses, but works quite well for all
countries.   The mail merge facility has optional salutations,
which can have default or custom greeting options.

The program prints mailing labels (laser labels too), Rolodex
cards, envelope addresses (with optional return address), variable
size labels, and a variety of "page size" reports.  There is also
file import/export, mass date add/delete, sort by Name or Company
or Zip Code, and "hot key" printing for individual labels, rolodex
cards, and envelopes.  The screen Calendar function displays any
month you choose, with "date reminders" highlighted, and date
details available.  Printed calendar pages, similar to a monthly
wall calendar, are personalized with your date reminders.

Best of all, the program is quite easy to use.  It is "menu-driven"
so choices are made from a list of options.  Context sensitive
"help" messages are displayed when you press the F1 function key.
In addition, the bottom of each display window lists the commands
and function keys that can be used.

This version is designed for use on one computer at a time.
Contact Alamo Computing regarding network (multi-user) versions of
the program.
Shareware Registration

Remember■ is a shareware program, so we encourage you to try it out
and make copies for friends.  If you like the program and continue
to use it, we ask that you become a registered user.  Registration
costs $29 and includes printed documentation, free program upgrade
on disk, program support, and notification of future program
upgrades.  You can print an Order Form from the Remember diskette
by typing ORDER at the DOS prompt.  To register, please send U.S.
$29 check or money order (sorry, no credit cards) to:

          Alamo Computing
          PO Box 637
          Alamo, CA 94507  U.S.A.


Setting Up Disk Files

To use this program you will need DOS 2.1 (or later), and at least
640K RAM computer memory.  If you have a hard drive, you can use
the INSTALL procedure.  This will create a directory \REMEM on your
C: drive, and then copy the diskette(s) to this directory (other
directory names or drives are fine, but you'll have to do it "by
hand").  The INSTALL also copies CONFIG.SYS to your root directory,
if you don't have that file already.  If CONFIG.SYS is already on
your system, INSTALL won't change it, but you need to make sure
that it has at least FILES=20 and BUFFERS=16 statements (larger
numbers are OK too, like FILES=25).

To use INSTALL, first place the Remember diskette in your A: drive,
then type "A:INSTALL" and press <Enter> at the DOS prompt.  After
finishing with INSTALL, "re-boot" your system (Ctrl-Alt-Del) to
incorporate the new CONFIG.SYS file (Note: the re-boot is needed
just this first time).

Tandy users may have to run their SETUP program to tell DOS to look
for CONFIG.SYS at startup.  Users without a hard drive will need to
copy the CONFIG.SYS file from Remember to the DOS diskette used
when the computer is turned on.  Next, re-boot your system (Ctrl-
Alt-Del), just this once, to load CONFIG.SYS (Note: see above if
you already have CONFIG.SYS on your DOS diskette).

WARNING: The error message "Too many open files" results when the
CONFIG.SYS file is not installed, or does not have minimum values
as follows: FILES=20 and BUFFERS=16.
You can setup your computer to load the program from your hard
drive, but save all data on a floppy diskette (this setup is NOT
recommended because hard drives are faster and more reliable).  To
do this copy the REMEM.EXE file to a directory on the hard disk
that the PATH command points to (usually \DOS is an example). After
copying REMEM.EXE to your hard drive, delete it from the floppy
diskette.  Next switch DOS to your floppy drive (for example, type
"A:" and press <Enter>). Now put a data diskette in that floppy
drive and type "REMEM" and press <Enter> to start the program.

Remember uses the date in your computer to tell you when names were
added or changed, and to display a Calendar for the current month.
If your system asks for the date when you turn the computer on, be
sure and reply with the correct current date.


Main Menu

The main menu is a list of things you can do with the program.  You
can select menu items by pressing their first letter.  For example,
press "d" or "D" to select "Dates."

You can also use the cursor arrow keys to move the "light bar"
until the item you want is highlighted, and then press <Enter> to
select the menu item.  In addition, some menu items can be called
by function keys in many places throughout the program.  The
following menu items have function keys: Dates (F5), Categories
(F6), and Selection (F9).


HELP

There are context sensitive help messages available throughout the
program.  To see these messages, just press the F1 function key.

In addition to help messages, the bottom of each display window has
a command summary.  These shorthand reminders list the specific
commands and function keys that can be used with the current
window.

Batch (.BAT) Files

The Remember■ diskettes include several "batch" (.BAT) files to
help with various tasks.  The INSTALL.BAT file is discussed above
in "Setting Up Disk Files."  The ORDER.BAT file will print a one
page form to use when you register (type ORDER and press <Enter>).

The UPGRADE.BAT file will upgrade your hard drive to the latest
program version.  Put the new "program" diskette in your A: drive,
type A:UPGRADE, and press the ENTER key.  Then follow the
directions that appear on your screen.
The BACKUP.BAT file copies all the data files that contain the
information you have entered.  This provides a complete backup of
your data.  To use BACKUP, you must be at the DOS prompt and in the
directory with your Remember data.  The backup files are copied to
your A: drive, so be sure and put a blank formatted diskette in the
A: drive, before keying BACKUP (Note: Copying all files with the
following extensions will completely back up your data: .FIL, .MEM,
.K01, K02 and .K03).

Getting Started

Remember will keep track of names (people or businesses) and date
reminders.  The names information can include addresses, phone
numbers, etc.  The date reminders can be used for appointments,
birthdays, holidays, anniversaries, etc.  In addition, you can use
categories to help organize your names and dates.

Note that "Names" "Dates" and "Categories" appear on the primary
(or first) menu display.  If you select one of these menu items,
you will see a list of all the records of that type (for example,
choose "Names" to see all the names that you have stored).  If you
don't have any items of one of these types, then instead of a list,
you will see a blank record so you can add the first one.  If you
have so many items that they don't fit on your monitor, press the
<PgDn> key to see more of the list.  For long lists, you can key in
the first part of a name or date and press <Enter>, to "jump" to
that part of the list.

The "Name" record holds the name, address, phone numbers, and
"categories" for a person or business.  Attached to each "Name"
record can be an unlimited number of "Note" and "Date" records.
The "Note" record holds miscellaneous comments regarding the name.
The "Date" record holds the month, day, year, description, and
additional text for an "event reminder."

The "Category" record lets you define a sub-group for your "name"
records, and holds a description of the category (for example, you
could add a category "XMAS" for "Christmas card list" and then put
"XMAS" on the name record of each person you want to send a
Christmas card to.  Because "Note" and "Date" records can be
associated with "Name" records, they are automatically grouped by
the same categories as the names they are "tied to."

With the "Views" and "Printing" menu options, you can select names
from just one category group (for example, to see a list of just
"work" friends).  Use the "Selection" (F9) menu option to choose
the category you want.

If you are familiar with computers, you may not need to read
further.  Use the F1 "Help" function key whenever you have
questions about specific program options.
Adding Information

Adding new names, dates, notes, or categories are all done the same
way.  The first step is to choose the list of the items you wish to
update.  For example, choose "Names" on the main menu to see the
list of the names on your file.

Next, press the <Ins> (or Insert) key on the right side of the
keyboard to get into "Add" mode.  The <Ins> key is usually on the
far right side of your keyboard.  Be sure the "Num Lock" light is
off (if "Num Lock" is on, then the <Ins> key becomes the "zero").
The <Ins> key can be pressed from the top of the list, or any point
in the list.  The name you add will be alphabetized correctly,
regardless of your position on the "list" screen.

To add "Notes" or "Dates" that are associated with a specific name,
first highlight that name on the "Names" list. Next, press F4 to
see the "Notes" list, or F5 to bring up the "Dates" list.

If there are no items on the list you select, the program will
automatically "bounce" to the window used to add the first item.
This is true for all "list" windows: if there are no items in the
list, the program goes right to the "add" window.

The "list" screens show all the names, notes, dates, or categories
on your file, but only one "page" at a time.  Use the UP and DOWN
arrows to move between items, and the <Home> and <End> keys to
highlight the top and bottom items on the "page."  Use <PgUp> and
<PgDn> to change "pages,"  and Ctrl<PgUp> and Ctrl<PgDn> to go to
the first and last page.

The "add" window is used to type in data and then put it on your
file.  After typing a given field, press the <Enter> key to move to
the next field.  For example, after typing "Bill" into the "First
Name" field, press <Enter> to move to the "Last Name" field.  You
can skip a field by pressing the <Enter> key, or using the down
arrow key.  You can move to a prior field with the <Esc> key or the
UP arrow key.  If you are in the middle of typing a new field, the
<Esc> key will move to the start of the field and delete what you
just typed.  If you are on the first field on a display, the <Esc>
key will take you off that display and back to the prior display
screen.

Once you have keyed all the data for a name, hold down the <Shift>
key and press the <Enter> key.  This will update your file with the
new record.  You can use Shift<Enter> to update from any point on
the display screen.

If you decide after typing some data that you do NOT want to add
the record, hold down the <Shift> key and press the <Esc> key.
This will cause the program to return to the prior list window,
without saving anything that you have just typed.
In summary, use <Enter> after typing a field to register that piece
of data (like "First Name"); or use <Esc> to remove what you have
just typed and start over at the beginning of the field.
Similarly, use Shift<Enter> to update an entire record; or use
Shift<Esc> to skip updating, and return to the prior list window.
You can think of it as "small" <Enter> adds one field, while "big"
<Enter>, or Shift<Enter>, adds an entire record (a record is a
group of fields).  Similarly, <Esc> stops the changes to a field,
while Shift<Esc> stops the changes to an entire record.

Making Changes

The records for names, notes, dates, and categories are all revised
in the same way.  The first step is to choose a list of the items
you wish to update.  For example, choose "Dates" on the main menu
to see a list of the dates on your file.  To change an item on a
list, first position the highlight bar on the item to be revised,
then press <Enter>.  You can use the cursor arrow keys to move the
highlight up and down, and the <PgUp> and <PgDn> keys to see a new
"page" on a long list.  Use CTRL <PgUp> to move back to the top of
the list, and CTRL <PgDn> to move to the bottom of the list.

You can also type in the first few characters of a name or date to
move down a long list.  For example, to get to "Smith" on a list
with thousands of names, begin by typing the first few letters of
"Smith" and then press <Enter>.  If "Smith" doesn't appear, type a
few more letters and press <Enter> again.  The search is not case
sensitive, so it is not necessary to type an uppercase "S" to find
"Smith."  When the name "Smith" appears on the screen, use the down
arrow key to move the highlight bar to the name you want.

The names list can be displayed alphabetically by peoples "names,"
or by "companies."  Use the F7 key to switch between these two
sequences.

Once the highlight bar is positioned over the item you wish to
change (say "Smith, Robert A."), press the <Enter> key and the
program will display the "change" window.  This window shows all
the information about the item you selected from the list.

The "change" window works identically to the "add" window.  Use the
"down arrow" or the <Enter> key to move down the screen to the
place where you want to make the change, then type in the new or
revised data.

The bottom of the window shows the command and function keys that
can be used.  Again, use Shift<Enter> to update the record with
your changes.  If you use Shift<Esc>, the record will not be
revised, even after you type changes to some of the values.
Deleting Records

The records for names, notes, dates, and categories are all deleted
in the same way.  The first step is to choose the list which has
the item you wish to delete.  For example, choose "Names" on the
main menu to see a list of the names on your file.  To remove an
item from your file, position the highlight bar over the item, and
press the <Del> key (the "delete" key).  The program will display
the "delete" window.  You will see the details for the selected
item, along with the message "Press Enter to confirm delete."  If
you press <Enter>, the item is removed permanently from your file,
and no longer appears on the list.  If you press any other key, you
will return to the list, and the item will not be deleted from the
list or file.

There are two special cases when deleting records.  If there are
note or date records associated with a particular name, then these
records must be deleted first, before the program will allow the
name record to be deleted (there is a warning message if you try to
delete the name first).  There is also a "mass" date delete
function for deleting old date records that you no longer need,
like appointments that are in the past (see the "Dates" and
"Utilities" documentation sections for more information about mass
deleting date records).

Categories (F6)

Use a "category" to group names that have something in common.  For
example, you might want to assign people in your Bridge club into
a "BRDG" category.  Then you can use the "BRDG" category to print
a phone list of club members, or to print mailing labels for party
invitations to a club function.  With the "View" function, you can
see a display window with just Bridge club members, or see only
those "date reminders" associated with the members of the Bridge
club.

Before you can use a category, you must first define it.  To define
a category, choose "Categories" from the main menu, or use the F6
"Categories" function key from elsewhere in the program.  When you
select "Categories," the first thing you see is a list of
categories that have been defined previously.  For example, you may
see "SOFT" representing "Software Companies" in the data supplied
with the program.

If no categories have been set up, the program will "bounce" to the
window where you can add a new category.  If you are on the list of
categories then press the <Ins> key, to get into the "Add" mode.
Next type in your new category and description.

You can change or delete categories just like other records.  To
change a category, move the highlight bar to the desired category
and press the <Enter> key.  To delete a category, move the
highlight bar to the item and press the <Del> key.  Be very careful
not to change or delete categories if there are names still using
the old definitions.  To see a summary of which categories are
being used, choose "Analyze" on the VIEWS menu.

Now, as you add or revise names, you can assign them to the
categories you have defined, by typing the category letter into the
"Categories" area on the names screen.  This area can hold up to
eight different categories.  So, each name on your file can belong
to as many as eight different groups that you define.  If you try
to add a name to a category that has not been defined yet, the
program will "beep" at you and display an error message.

If you forget some of your categories while adding or changing
names, just press the F6 "Categories" function key.  The
"Categories" list window will display your categories with their
definitions.  You can also add new categories at this point, while
your adding or changing a name.
Names

The name window is used to add or revise the basic information
about a person or business.  You can complete either the "First and
Last Name" or the "Company" area, depending on whether it's for a
person (couple, family, etc.) or a business.  You can also enter
data into both the "First and Last Name"
and the "Company" if both apply.  When viewing names on the list
screen, you can select to see them in alphabetical order by either
"Last Name" or by "Company."

If the name record is for a person, couple, or family, then a
"Title" can be input used for "Mr." or "Ms." or "Mr. and Mrs." etc.
But "Title" is optional for these records.  The "First Name(s)"
area can be used for the first name and/or initials or one or more
persons.  When printing address labels, the program will not show
the "and" or "&" (and what follows it) from the "First Name(s)"
field, if you put something in the "Title" field.

For example, let's say you entered "John and Sue" into the "First
Name(s)" field and "Smith" into the "Last Name" field.  If you put
"Mr. and Mrs." in the "Title" area, the program will drop "and Sue"
and print it as "Mr. and Mrs. John Smith."  If the "Title" is left
blank, the same address label would read: "John and Sue Smith."
For this reason, you will usually want to enter the man's name
first for a married couple if a "Title" is also entered (this will
avoid "Mr. and Mrs. Sue Smith" on a label).

This is somewhat confusing at first.  Fortunately, there is a
program feature that will help by showing you the result of these
formatting rules.  Just press the F7 function key after entering
the name, and the name will be shown in the address label format.

ADDRESS: This area has two lines for the "street" address.  You can
leave either of these lines blank, and the program will discard the
blank lines such that a normal looking address label will print.
For some "foreign" addresses, you may want to put the "City" (or
other information) here, and leave "City, State, Zip" area just
below blank.  Use the F7 key to display the print format when you
need to enter "oddball" addresses.

CITY, STATE, ZIP: For most addresses you should use the "City State
Zip" fields.  However, these fields can be left blank for addresses
that don't fit this format.  If you want to print labels in Zip
order, then you must put the Zip Code into the "Zip" field.  The
"Zip" field can also be used for Canadian, British, and other
Postal Codes.

COUNTRY: Put the name of the country here, if it is different from
your country.  If you fill in all the name and address fields above
"Country," then six lines would be required.  Because only five
lines will fit on standard one inch high labels, the program will
try to print the "Country" on the same line with the "City State
Zip" information.  If there isn't enough room for it, the program
will beep and show an error message as you try and add the
"Country."

PHONES: Use these spaces for telephone numbers.  See the "Setup 2,
Autodial" and "Miscellaneous, Phone Dialing" sections for
information about telephone number formats (you may want to use the
"Local Area Code" and "Dial before number" features if you use a
modem to dial calls).  You can use letters instead of numbers if
you wish (for example, 800 SKY-PAGE), and the program will still
dial these telephone "numbers" correctly.

CATEGORIES: The "Categories" field is used to put a name into one
or more of the category groups you have defined.  There are eitht
category fields, so each name can belong to up to eight different
category groups.  See the CATEGORIES section of this document for
more information about defining categories.

With the cursor on any of the first Category field, press the F6
function key to see a list of categories you have defined.  You can
then highlight any category on the list and press <Enter> to place
that category into the name record.  This can be repeated for any
of the remaining categories.  You can also type in the category
directly.  The program checks to see if the categories you enter
have been previously defined.  If the categories are not defined,
there is a warning beep, and an error message is displayed at the
top of the screen.  The program will not save the name record until
the category is corrected.  You can also use the F6 "Categories"
function key to define a new category from the name screen.

Notes (F4)

The "Notes" record is used to record miscellaneous information
about a name.  For example, it might include directions on how to
drive to their address.  Or what happened the last time you met
with a particular client.  Or anything else you want to remember.
Each note record has room for eight lines of text, and you can have
as many note records as you want for each name.

To add note records, you must first choose the name that it goes
with.  So the name must be added first.  If you have just added the
name, you will be on the name list; otherwise select "Names" from
the main menu to see the list of all the names in your file.  Next
move the highlight bar so the desired name is highlighted, then
press the F4 "Notes" function key.  This will display a list of all
the notes already associated with the name.  If no notes are
associated with the name, the program will "bounce" directly to the
"note add" window.  When the note list shows one or more notes
already exist for the name, press the <Ins> key to add another
note.

Now type in the note.  The month, day, and year are filled in for
you with the current date, but you can change them if you wish by
pressing the up arrow.  Type in a "Description" for your note (this
will help you find it again on the "Notes List").  Next type in the
"Text" of the note.  There is space for eight full lines of note
text.  Finally, press Shift<Enter> to save the note.

You can change or delete notes, in the same way Names and
Categories are revised.  To change a note, just move the highlight
bar to the desired note (on the "notes list") and press the <Enter>
key.  To delete a note, move the highlight bar to the item and
press the <Del> key.


Dates (F5)

The "Dates" option is  used to remind you of important events
(birthdays, meetings, etc.).  Once on your file, these dates can be
used in many ways.  You can set an alarm to remind you of upcoming
events (see "Setup 2" on "Utilities"). You can look at you dates by
month or category (see "Views"), as well as by individual names.
You can see a display  of all your dates, or print monthly
"calendar" type pages and other date reports.

There are two types of "date reminder" records.  The two types are
identical, except that one is associated with a name and the other
is not.

The type associated with a name record is used for birthdays,
anniversaries, client meetings; in general, any date you want to
"tie" to a specific name.  To add this type of date record, you
must first choose the name you want to associate with the date.  So
the name must be added first.

If you have just added the name, you will be on the name list,
otherwise select "Names" from the main menu to see the list of all
names in your file.  Next move the highlight bar so the desired
name is highlighted, then press the F5 "Dates" function key.  This
will display a list of all the dates already associated with the
selected name.  If no dates were previously associated with the
name, the program will "bounce" directly to the "date add" window.
On the date list, press the <Ins> key to go to the "date add"
window.

Now type in the date information.  If the month and day are
"today," just press enter and today's month and day will appear
automatically.  Next press Shift<Enter> to add the record.

The second type of date reminder is the "date only" record. The
"date only" record is NOT associated with any of the names in your
file.  Use this type for general reminders such as national
holidays, club meetings, school vacations, etc.  To add this kind
of date record, first choose "Dates" from the main menu.  This will
display a list of ALL dates, both the "date only" records and those
associated with a name.  Next, press the <Ins> key and the "date
add" window will be displayed.  Now type in the date information
and press Shift<Enter> to complete adding the "date only" reminder.

Note that the "Dates" item chosen from the main menu begins with
dates for the current day, or the first date in your file after
"today's" date (however, if you only have a few dates, that can all
be shown at one time, then all dates are shown).  To see earlier
dates just press the PgUp key, and the "Dates" window will show the
earlier dates.  When looking at dates tied to a name, or with the
"Views" option, then the dates are shown beginning with the start
of the year.

Dates appear in order by Month and Day, and then by Year.  This
allows birthdays and holidays that occur on the same day each year,
to appear in their correct position.  You will probably want to
delete dates referring to specific meetings, appointments, etc.
before they are a year old.  This prevents confusion between dates
from the current year and dates from prior years.  You can delete
many dates at once using the "Date deletes" function (see the
"Utilities" section for more information).

You can also change or delete dates from any of the date lists, in
the same way Names and Categories are revised.  To change a date,
just move the highlight bar to the desired date and press the
<Enter> key.  To delete a date, move the highlight bar to the item
and press the <Del> key.

Notice that the date list windows have a "Tied" column.  Each date
that is associated with a name has a "Y" in this column.  Dates not
associated with names have a "-" in the column.  You can use the
autodialer (if you have a modem) to dial from the "date add/change"
screen if the date is tied to a name.  This is a handy way to
process a "call back" list, and then make a record of the ensuing
conversation.

The program requires each date you enter to have Month, Day and
Description.  The Year, Mass Delete and Text fields are optional.
The Date "Description" is divided into two parts.  The two parts
show how the description will appear on the printed calendar pages,
where the first half prints over the second half.  All other
printed reports and windows display the date description as a
single line.

If you enter a YEAR, the program will calculate the "Age" of the
event date if it is in the past (birthdays, anniversaries, etc.).
If the date is in the future, within the next five years, the
program calculates the time "To go" instead of "Age."  Because the
year is only two digits, the program must "guess" whether it is
past or future.  For example, if the current year is 1990, then 91
through 95 are assumed to be future years, while 96 through 99 are
assumed to refer to 1896 through 1899.  The "Age" or time "To go"
appear automatically next to the "Year" and on certain reports.

If the "Text" area is left blank, no file space is wasted for its
storage.  Be sure and press the Shift<Enter> combination to save
the record, when you are through keying information for that date.
If you press <Enter> repeatedly until you reach the bottom of the
"Text" area, the record will be saved, but it wastes your time (and
energy).

The "Mass Delete (Y/N)" field tells if the record is to be removed
from your file when the "Utility" mass date delete procedure is
used.  Dates with a "Y" will be mass deleted if they are in the
range of months selected (see the "Utilities" section for more
information).  Permanent date reminders (such as birthdays,
anniversaries, and "same date each year" holidays like the 4th of
July), should have "N" in the "Mass Delete (Y/N)" field.  One-time
date reminders (such as parties, meetings, and appointments) should
have "Y" in "Mass Delete (Y/N)" so the dates can be mass deleted
when they are no longer useful.  If the "Mass Delete (Y/N)" field
is left blank, the program assumes that "N" was intended (only "Y"
values will be mass deleted).


Selection (F9)

The Selection function is used to establish values that affect
Printing, Views, and Utilities options.  Here you specify the
category, title, starting month, ending month, and starting year
for various reports, etc.  You will change these values often while
using the "Printing" and "Views" menu choices, and you can do it
easily by pressing the F9 "Selection" function key whenever you
want to change a value.

For example, if you're about to print a phone list report from the
"Printing" menu, the "Title" will be displayed.  If you wish to
change it, press F9 to bring up the Selection "window," key in the
new title, press Shift<Enter> to save it and return to the
"Printing" menu, then press <Enter> to start the report.

The "Category" entered on the Selection window selects records for
printing or "Views" that are in the chosen category.  If you wish
to select all your names, key a space into the "Category" field on
the Selection window.  The "Category" also affects the dates
printed on Calendar reports, by choosing only dates that are tied
to names in the selected category.

The Selection function will change the time frame for date
sensitive functions.  The "Starting" and "Final" months for printed
"Calendars" and "Dates" reports, as well as the "Mass Date Delete"
can be revised.  For example, enter "01" and "06" if you wish to
process only the first six months of the year.  It is also possible
to "wrap" around the end of the year.  For Example, enter "12" as
the Starting Month, and "02" as the Final Month, to process
December, January, and February.

The "Starting Year" field is optional.  Each type of date sensitive
processing treats the year differently.  The printed "Calendar"
uses the current year if "Starting Year" is blank, otherwise it
uses the "Starting Year" value.  The "Dates" report prints all
dates in the month range if "Starting Year" is blank, otherwise it
prints only dates with a year that matches the "Starting Year."
The "Mass Date Delete" removes dates with a blank year if the
"Starting Year" is blank, otherwise dates are deleted if they have
the same year as the "Starting Year."  See the "Utilities" section
for more "Mass Date Delete" rules.
Views

The "Views" option is selected on the main menu.  This option
provides several powerful tools for displaying your name and date
information on your monitor.  Use the F9 "Selection" key to change
your "view" from one category to another, or to "all categories."

NAMES: Choose this option to see the names in a single category.
The names are displayed in the same manner as when you choose
"Names" on the main menu.  Use the F9 "Selection" key to enter the
category you wish to see, or to change from one category to
another.

DATES: This view shows the event dates that are "associated" with
a specific category.  Dates are associated with a category when the
date is tied to a name, and the name is in the selected category.
For example, the "name" may be a member of a project team
(category), and this mechanism lets you see all the "due dates"
associated with the project.

CALENDAR: The VIEW menu "Calendar" function displays a monthly
calendar for the current month and year, according to your
computer's date.  The current day is noted, and "date reminders"
that you have entered will appear as blinking days.  All date
reminders in the month are shown, regardless of the year in the
date record, or whether it is "tied" to a name in a specific
category.  Press the F5 "Dates" key to see the date list for the
month.  From the date list, an individual date can be selected if
further detail is desired.  Date reminders can also be updated
here.  The down arrow will show the next month, while the up arrow
shows the prior month (these arrow key values appear at the bottom
on the screen calendar window).  The left and right arrow keys
change the year.  Any future or prior month can be displayed by
repeatedly pressing the arrow keys.

NOTES: This view shows the "Notes" that are "associated" with names
in a specific category.  For example, the "name" may be a member of
a project team (category), and this mechanism lets you see all the
"notes" associated with project members.

ANALYZE: The "Analyze" view shows a summary of your categories,
with a count of the names in each category.  Percents and bar
graphs are also displayed.  The "Analyze" option reads all the
names on your file, before presenting the results.  You can press
<Esc> during this process if you don't want to wait for all the
names to be read.

SCAN NAMES: This view lets you define some "key phrases" or
characters to search for.  Compound "and/or" or Boolean search
logic can be used to locate specific names.  You then see a list of
all names that satisfy the search criteria.  See the "Scan Names"
section for more information regarding this powerful search tool.
Printing

Choose "Printing" on the main menu to see a list of report,
calendar, label, envelope, and rolodex printing options.  Most
program printing options will work with any printer (assuming 10
characters per inch, the most common size).  However, the monthly
calendar pages must be printed in a "compressed" format (about 17
characters per inch).  Optionally, labels can be printed using
"compressed" format.

Use the F9 "Selection" key to change the "Title" or "Category"
selection.  The "Title" prints at the top of each page on reports,
or on the first address label.  If you enter a "Category" it will
limit the printing to just names or dates in that category (a
description of the category prints at the top of each page).  If
the "Category" is left blank (press the space bar), then ALL the
names on your file will be printed.

Use the F2 "Start/Stop" option if you want to begin or end your
printing with a particular name.  For example, if your labels jam
while printing, you might want to begin with the name after the
last good label.  Just press the F2 key to see a list of names,
then highlight the name you want to begin with and press F2 (Start
Name).  You can also choose a "Stop Name" (press F3) to end a
report before the last record.  You can use "Start" and "Stop"
together to reprint just one part of a large name list if an
address or phone number changes, or a name is added (the first time
you print the entire list, choose the Setup option to start each
page with a different letter of the alphabet).

You can also select names for printing using the F3 "Scan Names"
key.  This works in combination with the selected category (F9
Selection) and name range (F2 Start/Stop).  See the "Scan Names"
section for more information.

PRINTER CODE (F7): This option lets you send setup commands
directly to your printer.  For example, you may want to change the
font, or change from "draft" to "letter" quality.  Just press F7
and type in the specific commands you want to send.  These commands
will be remembered by the program, but the first time you need to
check your printer manual for the specific commands required.
"Escape" codes and other "decimal" codes must be placed inside the
special brackets found on the keyboard over the "comma" (press
"Shift" then "comma") and "period" keys.  For example, <27>
represents the "Escape" code for most printers.

To begin printing, just highlight the desired output on the
"Printing" menu, and press <Enter>.  Alternatively, you can press
the capital letter in the menu item (usually the first letter).
For example, press "P" to print the "Phone List," but "O" to print
"nOtes only."  After the printing starts, you can press <Esc> to
suspend the printing, and then decide whether to resume or quit
printing that item.Name Reports

The "Phone List" prints names and phone numbers.  The rest of the
"Name" reports each add more information to the basic phone list
report.  For example, "Address + above" shows address data as well
as name and phone.  The "Misc. + above" report shows categories and
date updated, as well as name, address and phone.  "Notes + above"
adds the "Notes" records, if any, for each name.  The fifth report,
"Dates + above" shows all the name data, along with any date
reminders that are associated with a name.

Date/Note Reports

CALENDAR: The "Calendar" report prints a monthly calendar page
showing the event Dates on your file.  Each day shows the
descriptions from your date records.

If a Category is chosen with F9 "Selection" then only dates tied to
names in that category will print on the calendar.  To print a
calendar with dates tied to just one name, use F5 "Date Name" (on
the "Printing" menu) to select the name.  Only date records from
current or past years are printed (if the date "year" is in the
future, within the next 5 years, it is not printed).  If the
calendar day has more descriptions than will fit in the box, the
word "More" prints at the top of the box for that day.

The first and last calendar months and the year to be printed are
shown at the top of the "Printing" menu.  If the year is blank, the
current year is used.  The F9 "Selection" key changes the month and
year values.  (Note: the calendar prints in "compressed" format and
requires a laser or dot matrix printer).

NOTES ONLY: This report lists the "Notes" associated with names on
your file.  If a Category is chosen with F9 "Selection" then only
notes tied to names in that category will print.  To print the
notes tied to just one name, use F5 "Date Name" to select the name.
You can change the beginning and ending months with the F9
"Selection" key.  The beginning and ending months can "wrap" around
the end of the year.  For example, use "11" for the beginning month
and "01" for the ending month, to see a report for November,
December, and January.  All notes, in the selected months, are
printed if the "Starting Year" is blank, otherwise only notes in
that year are printed.

DATES ONLY: This report lists the event date reminders on your
file.  If a Category is chosen with F9 "Selection" then only dates
tied to names in that category will print.  To print the dates tied
to just one name, use F5 "Date Name" to select the name.  You can
change the beginning and ending months with the F9  "Selection"
key.  The beginning and ending months can "wrap" around the end of
the year.  For example, use "11" for the beginning month and "01"
for the ending month, to see a report for November, December, and
January.  All dates, in the selected months, are printed if the
"Starting Year" is blank, otherwise only dates in that year are
printed.

Special Forms

LABELS: Choose "Labels" to print address labels.  Use the "Setup 1"
function to choose the label format, the width of the label, and
the number across the printer.  If you always use the same labels,
you only need to enter the "setup" values the first time.  You can
also use "Setup 1" to change the label sequence to Name or Zip
order.  All "setup" values can be revised at any time.  Labels can
be 1 thru 4 across the printer, as well as regular or "compressed"
size characters.  Labels printed with the "Labels" option use the
standard 15/16" high labels (1" from the top of one to the top of
the next).

Line up labels for dot matrix printing by using the F3 "Label"
function key on the name list window.  Just choose "Names" on the
main menu, then highlight any name and press the F3 function key to
print a mailing label.  The program will ask "How many copies?"
Just press <Enter> to print 1 label.  You can print up to 999
copies of a label by entering the number of copies at this point.

ENVELOPES: The "Envelopes" option is used to print address
information on envelopes (or 1-up labels bigger than one inch
tall).  For dot matrix printers, the envelopes and labels should be
the "continuous" type computer forms, where one is attached to the
next.  To correctly position the address on the envelope (or label)
and print "return addresses," you need to supply values using
"Setup 1."  See the "Utilities, Setup 1" section for more
information.

The F2 "Envelope" function key on the name list screen can print
addresses on one envelope at a time, and can be used to align the
printer to address multiple envelopes in one run.

ROLODEX: Choose "Rolodex" to print 3x5 inch cards.  The Rolodex
option prints the name, address, and phone numbers from your file.
You can also print just one Rolodex card at a time from the name
list screen.  Just highlight the desired name and press the F8
Rolodex key.  On the "Date" and "Note" update screens, just press
the F8 Rolodex key.
Utilities

The "Utilities" selection includes several miscellaneous functions.
The "Setup" options are used to describe your computer environment
and personal preferences.  Setup values can be changed at any time.

Additional options lets you export and import DOS files, create a
file for mail merge, and do various kinds of processing affecting
multiple name, date, or note records.  Because these functions can
affect every record on your file, be sure you understand exactly
how they work before using them.  If there is any doubt about their
effect, it is a good idea to take a file backup before using them
for the first time.

The "Category" value will limit the output of names to a single
category.  During "Import" the "Category" value, if not a space,
will change the incoming records to that category.  Use the F9
"Selection" key to change the category.  See the "Selection"
section for additional information.

Use the F2 "Start/Stop" option if you want to begin with a name
other than the first name normally selected, or finish before the
final name.  To do this, press the F2 key to see a list of names,
then follow the directions at the bottom of the screen.

You can also select names for "Utilities" processing using the F3
"Scan Names" key.  See the "Scan Names" section for more
information.  You can use all three selection methods at the same
time (Category "Selection," "Start/Stop" and "Scan Names"), or any
combination.  Just remember that names must meet all three
selection criteria ("AND" logic) in order to be selected.

Setup 1

ENVELOPE LINES HIGH: To place the address data from top to bottom,
the program needs to know the vertical size of the envelope (or
variable label).  Indicate the "Lines High" (form height) as a
number of lines, assuming that most printers put 6 lines per inch.
For example, a standard business envelope measures 4 1/6 inches top
to bottom.  Therefore the form height would be 25 (6 times 4 1/6).
If your printer puts 8 lines per inch, or some other value, use
this to calculate "lines high."

ENVELOPE LEFT MARGIN: This is used to position the "addressee"
information on the envelope (or variable size label).  Enter the
number of spaces you want to indent before printing the address.
As with many of these values, it is hard to know exactly what to
enter.  The best approach is to take a guess at the value, then
print one envelope (or whatever), look at the result to see how you
did, and then adjust accordingly.  After a couple of trial runs,
you'll have the correct setup, and you probably will never have to
change it again.
ENVELOPE LINES BEFORE: The "Lines before" value is used to allign
the address on the envelope.  If you have a laser printer, this
will move the "addressee" (and optional return address) information
so it lines up with your envelope "path."  For example, the HP
LaserJet II has a "center fed" envelope, so a value of "11" will
correctly place envelope addresses.  The "11" means to "skip 11
lines before beginning envelope printing."  Use a sheet of paper to
test these values before trying to print on an actual envelope.

For Dot Matrix printers using "continuous" envelopes, this value is
the number of "print" lines between envelopes (from the bottom of
one envelope to the top of the next).  If there is one inch between
envelopes, enter "6" (since there are six printer lines per inch).
If the envelopes have no space between them, enter zero.  To begin
printing position the printer at the top of the first envelope.

PRINT RETURN ADDRESS (Y/N): You can print a return address on
envelopes if you wish.  If you want to print return addresses,
enter "Y" in the "Print Return Address" area.

LEFT MARGIN (Envelope Return Address): Enter in "Left Margin" the
number of spaces to indent the return address.  On dot matrix
printers this will be a small number (say, 1 to 5), since the left
side of the envelope is near the left edge of your printer.
However, Laser printers feed envelopes in "sideways," so this
number can be quite large depending on the size of the envelope
(the smaller the envelope, the bigger the Left Margin).  A good
technique with Lasers is to make some trial runs using a full size
sheet of paper, to see how the return address will be placed on the
envelope (Note: a Left Margin of 15 is about right for business
size envelopes on laser printers).

ENVELOPE RETURN ADDRESS: Enter the actual return address, as you
want it to appear on envelopes.  The return address can be up to 5
lines long.  This return address will be used for all your
envelopes, until you revise it.

USPS OCR FORMAT: If you enter Y(es) then label and envelope
addresses will print with all capital letters and no comma between
the "City" and "State."  This conforms with the Post Office
requirements for OCR scanning and may result in faster processing
of all letters, as well as reduced BULK mail rates.  If you enter
N(o) then the "addressee" will appear just as you have entered it,
except for the comma inserted after "City."

SEQUENCE (Labels & Envelopes): The sequence for labels or envelopes
can be set to Name, Zip, or Company order.  Use "1" for sequencing
by name, "2" for Zip code, and "3" for Company.  This can be
changed at any time.  If you choose "2" for Zip, the Zip area of
each name must contain a postal code, in order for the sort to work
correctly.  If you choose "Zip" sequence, there will be a slight
delay before printing begins while the program creates the "Zip"
order.
MAILING LABEL FORMAT: You can define the size and number of labels
in a row (from 1 to 4 across), for standard mailing labels.  These
labels are 15/16 inch high (or 1" from the top of one to the top of
the next).  The "Normal" formats work with all printers, except
lasers, that use 10 characters per inch.  The "Compress" formats
require a dot matrix type of printer capable of 16-17 characters
per inch.  The "Laser" format work only with laser printers that
"emulate" the HP LaserJet II (most laser printers have a LaserJet
II mode setting).

NAME REPORT SEQUENCE: Use this option to change the sequence of
"name" reports (see "Printing").  Use "1" for Last Name sequence,
and "2" for Company sequence.

NAME REPORT PAGE NUMBERS: You can choose not to put page numbers on
name reports.  This is handy in combination with the option just
below that starts a new page for each letter of the alphabet.  That
way you can re-print just specific pages when information changes.
For example, if "Smith's" address changes, you can make the
correction on your computer file, and then print a new roster page
for just the "S" names (by using F2 Start/Stop).  Use this new page
(or pages) to replace the "S" page (or pages) in your current
printed roster.

NAME REPORT, START NEW PAGE...: Use this option to skip to a new
page whenever the first letter of your names changes.  If you put
a "Y"es in this option, the "A" names will be on the first page (or
pages), after which the "B" names will begin on a new page, and so
on.  See the "PAGE NUMBERS" section just above for additional
information about ways to make use of this option.

Setup 2

DEVICE NAME: Use the "Device Name" area to switch printers if you
have move than one printer, or to send reports to a disk file.
Most printers use parallel hookups, and will work with either PRN
or LPT1 in device name.  Use COM1 for most serial printers.  Other
possible values are LPT2, LPT3, COM2, and AUX.  Do NOT use a colon
":" at the end of the device name.

You can also enter a DOS file name into Device Name, if you want to
print reports to a disk file (for example, to take to another
computer for printing, or to import into another program).  You can
use drive names and directories with the DOS name (for example,
C:\FILES\PRINT.FIL or A:PRINT.RPT).

PRINTER: Enter your printer type in "Which best describes your
printer."  Choice #1, the "Std. Dot Matrix" works with printers
using the IBM U.S. character set (Note: this choice prints
Calendars at 6 lines per inch, with a maximum of 6 "event date"
lines per day, while other choices print up to 8 "event date"
lines. For this reason, it is best to try Choice #3 first, even
with an IBM Dot Matrix printer).  Choice #2, the HP LaserJet II is
for all Laser printers (if you don't have a LaserJet, set your
laser to "emulate" the LaserJet II).  Choice #3, the "ASCII Dot
Matrix" works with virtually all dot matrix printers.

Most printed outputs will be correct regardless of the printer
choice you make.  However, if you have trouble with the Calendar or
Compressed Labels, it is due to a faulty setting.  If you have a
dot matrix printer first try the #3 choice, and then the #1 choice
only if you have trouble.  If you still have trouble, you should
choose #4, "Custom setup."

The "Custom setup" requires that you read your printer manual to
find the special setup codes for "compressed" size letters and "8
lines per inch" (vertical) spacing.  After entering choice "4" type
these special codes in the popup window that appears next.

The first part of each "Custom setup" code usually requires an
"Escape" code, which must be entered between "less than" and
"greater than" symbols, as follows: <27>.  Any codes that you enter
as "decimal" values must be between their own "<" and ">" symbols
(for example, <27><48>).  On most keyboards, the symbols "<" and
">" are located on the "," and "." keys.  For most of these printer
codes, you can enter the actual character shown in your printer
manual, instead of the "decimal" code.  It is easier to use the
actual character whenever possible (for example, use "<27>0"
instead of "<27><48>").  After printing Calendars or Compressed
Labels that use these codes, turn your printer off and then on
again to clear the codes before printing other reports.

AUTODIAL: If you have a Hayes compatible modem, you can have the
program dial phone numbers for you.  You must specify your
telephone type (rotary or touch tone), modem port number ("1" for
COM1, etc.), and modem speed.  See the "Phone Dialing" section for
information on making calls.

Optional "Setup" variables let you supply a "Dial before number" to
be automatically appended to the beginning of the phone number.
For long distance calls, this can be "1" or a longer "access code."
For local calls this could be "9,," to dial "9" for an outside line
(Note: the ",," creates a pause before the rest of the number is
dialed; each "," causes a two second pause).

You can also put a "Local Area Code" in the "Setup" area.  This
causes the autodialer to drop the area code, when you dial numbers
that start with that area code.  This lets you put area codes in
front of all phone numbers, and then travel to different area codes
and "Dial" without changing any phone numbers (you would change
just the "Local Area Code" in "Setup 2").  This also lets business
users in different locations share the same name files.

MAIL MERGE SALUTATION: You can choose whether or not to include a
salutation, when a mail merge file is created for your word
processor.  The salutation is used with the word "Dear" at the top
of your letters (for example, Dear Mr. Jones:).  If you choose to
have a salutation included, the program will build one for you.
The salutation is build using the "Mr" or "Ms" and the "Last Name"
you entered into the name record.  If the name record has only a
"Company," then "Sir or Madam:" is used.

You can also specify a universal default salutation (for name
records that don't have a salutation), such as "Friends," or
"Business Owner:".  And you can specify that the "default" value be
used every time, and override the salutation from the name record.

DATE ALARM: You can have the program check the "event dates" you
have entered to see if any are upcoming in the near future.  The
check occurs each time you start the program.  A blinking "Date
Alarm" message  showing the number of dates within the "alarm
window," appears on the main menu to alert you to upcoming events.

Enter the number of days you wish to look ahead for upcoming
events.  Enter zero to skip this feature (no date check).  Enter
"1" to check just the current day.  Enter "2" to check the current
day and the next day.  Accordingly, you can choose any number of
days up to 99 to check for upcoming events.  For example, you could
enter a "5" in "Date Alarm," and the next time you use the program,
you might see the message "Date Alarm: 3" (which means "there are
three date records within the next five days").

WHEN ADDING NAMES...: This area lets you save keying time by
repeating the data from the prior name when adding names.  For
example, sometimes many names have the same City, State, and Zip
Code.  Answer "y" to use the address data from the name you added
previously.

Mail Merge

The "Mail Merge" selection creates an ASCII file with the name
MERGE.FIL.  Each name will have five lines of name and address
information.  Many names will have one or more blank lines, since
not all the fields will have data.  There is an optional sixth line
for salutation, which appears if requested in the "Salutation" area
of UTILITIES, SETUP 2.  See the "Setup 2" section, for more
information regarding salutations.

Load the MERGE.FIL into your word processor to create mail merge
letters.  Usually, you will need to use the ASCII file load feature
of the word processor (for example, in WordPerfect use <Ctrl>F5
Text In/Out).  You can use your word processors "macro" capability
to create any repetitious special codes required for mail merge.


Export/Import

Records may be selected for "Export" based on the category (use F9
Selection), the place in the list to begin or end (use F2
Start/Stop), and "text search" criteria (use F3 Scan Names).  For
each selected name record, the "Export" function creates a "comma
delimited ASCII" file (also called a Data Interchange File, or
DIF).  This is the most common format for exchanging data between
different programs, and should work with most other software.  The
file is created with the name EXPORT.FIL (see layout below).

The "Import" function loads a file of names into this program.  If
a category is specified (using F9 Selection) then the CATEGORIES
field of each imported name is replaced by the category shown on
the UTILITIES menu.  If "** All Names **" appears in the category
area of the UTILITIES menu, then the incomming categories are
brought in without change.

The filename for "import" is IMPORT.FIL.  The data fields must be
in the following order (maximum lengths shown in parenthesis):
TITLE (12), FIRST NAME (20), LAST NAME (19), COMPANY (33), ADDRESS
LINE 1 (33), ADDRESS LINE 2 (33), CITY (17), STATE (3), ZIP CODE
(10), COUNTRY (15), HOME PHONE (15), WORK PHONE (15), FAX PHONE
(15), OTHER PHONE (15), WORK EXTENSION (4), CATEGORIES (32).  This
format is the same for the "Export" file.

Change Categorys

Use this to revise one of the categories in selected name records.
To do this, first select the name records as with the other
"Utilities" functions (see above).  Next choose "Change categorys."
Now, put the category you want to change into the "Remove this
Category" field.  Next, put the new category value into the "Add
this Category" field.  If "Remove this Category" is left blank,
then the "Add this Category" value is added to the name (unless it
already has eight categories).  IF "Add this Category" is left
blank, then the "Remove this Category" value is dropped from each
selected name.

Name Deletes

Use this function to delete all the Names in one Category.  Choose
the category using the F9 "Selection" key from the "Utilities"
menu.  You can further select which names to delete with the F2
"Start/Stop" and F3 "Scan Names" keys, also from the "Utilities"
menu.

WARNING: The names will be permanently deleted from your file, so
be sure you are deleting names you no longer want.  Use the "View"
Menu "Names" and "Scan Names" choices to see ahead of time which
names will be dropped for a given Category and/or set of "scan"
values.

Once the deleting process begins, you can press the <Esc>ape key to
pause, and then decide whether or not to continue deleting names.
If names have "notes" or event dates "tied" to the name records,
then the deletes are not allowed.

Add Dates

The "Add Dates" choice allows you to add recurring "event dates"
for an entire year.  For example, if you want a reminder to make
the rent payment on the 22nd of each month, or if your club meets
the third Wednesday of each month, etc.  You can also block out a
range of dates, as for a vacation period.

If you want to "tie" all the dates added to a single name, use the
F5 "Date Name" key on the UTILITIES menu before choosing "Add
Dates."

When you select "Add Dates" another window appears where you can
enter the month and day to start and end your date series.  These
start and end dates can cover an entire year, but they can't "wrap"
the end of the year (Dec. to Jan.).

Next choose whether these dates occur on a particular date in each
month (say, the 15th), or if they occur on a particular day of the
week (say, Wednesday).  If you choose a "Day of Week" you must then
choose the type of "Repetition."  This can be which week in the
month (for example, the second Tuesday of each month).  You can
also choose "every week" or "every other week."  If you choose "8.
Every day..." in "Day of Week" then you don't need to enter the
"Repetition."

The rest of the "Add Dates" window is similar to an individual
"event date."  The DESCRIPTION, YEAR, MASS DELETE flag, and
additional TEXT will appear in each "event date" record that the
program creates.  The YEAR value defaults to the current year if
you leave it blank, except for "Day of Month" type dates which
remain blank if you leave it blank.  The MASS DELETE value is
initially set to "Y" but you can change it if you don't want to
delete these dates using the mass "Delete Dates" function.  The
additional TEXT area shows two lines, but this will "roll" to allow
eight full lines, as you type.

Date and Note Deletes

This process removes all the date or note records coded with a "Y"
in the "Mass Delete" field of the individual records.  The deleting
is limited by the month and year values from the "Selection"
window.  These month and year values are shown at the top of the
"Utilities" menu.  Use the F9 "Selection" key to revise the
beginning and ending months and the year for this "delete"
processing.  If the "Starting Year" is blank, the delete will only
affect dates with a blank year.  If the "Starting Year" has a
value, then only dates with that year will be deleted.

If there is a "Starting Year" value and the months "wrap around"
the end of the year, then the year is incremented beginning with
January.  For example, if the starting month is "12" and the ending
month is "02" then December will use the starting year (say "91"),
while January and February will use the next year (in this case,
"92").

These mass "delete" functions also use the "Category" value shown
at the top of the Utilities menu.  If the "Category" is blank, then
all records that meet the other criteria are deleted.  However,
when a category is used, only records "tied" to names in that
category will be deleted.  The category is changed with the F9
"Selection" function key.

If you want to delete only the records "tied" to a single name, use
the F5 "Date Name" function on the "Utilities" menu before choosing
"Date" or "nOte" deletes."

Scan Names

Scan provides a powerful tool for choosing names.  Scan looks
through name records to find the specific word, letter or other
character that you tell it to search for.  Alternatively, you can
select names added or revised after a date you specify.  Either
selection method can be used by itself, or in combination with the
other.  These name records can be displayed on your monitor by
selecting Scan Names on the "View" option.  Use the F3 "Scan Names"
key on the "Printing" and "Utilities" menus to select names for
reports, export, etc.

Scan Names is similar to specifying a category using "Selection,"
but more flexible and powerful.  For example, you can look in the
"City" area of every name on your file, for "NEW YORK" or "BOSTON"
(Note: upper case letters don't matter, so "BOSTON" and "Boston"
are the same).  You specify where to look, using one or more of the
following places in each name record: Name, Company, Address, City,
State, Zip, Country, and Categories.

The search works in combination with the Category chosen with
"Selection."  If you choose a Category with "Selection" then Scan
Names will only look in names in that category to find the search
item.  This provides a very powerful search tool.  For example, you
can view or print all names in Category "C" in the states of "NY"
or "CA".

You can specify additional Categories using Scan Names.  For
example, you might use "Selection" to say look only in Category
"A".  And then use Scan Names to say "Of those names in Category
"A" choose only those that are also in "B" or "C" and "D" or "E".

You can also use Scan Names to choose names by the "Last Changed"
date.  The "Last Changed" date is kept by the program for every
name record, and shows when the name was added or last revised.
Enter a "Last Changed" date to select only names changed (or added)
after the date entered.  This can be handy for things like updating
your Rolodex card file, if you want to print cards only for new
names or names changed since you last printed cards (you have to
keep track of the date when you last printed Rolodex cards).  This
selection criteria is in addition to the "Selection" Category, if
any, and other Scan Names criteria.  Names must meet all conditions
in order to be selected.
MISCELLANEOUS

Phone Dialing

You can automatically dial the phone numbers kept in your name
records.  Just highlight the name on the name list, and press the
F10 "Dial" function key.  You can also "Dial" from the Names, Notes
or Dates update window.  If the name has only one phone number, the
program will begin dialing.  If more than one phone number exists
for the name, press the first letter of the number you wish to dial
(for example, press "H" for HOME number, etc.).

You can use "vanity" phone numbers if you wish (for example, 800
245-DISK), and the program will dial these numbers correctly.  If
you stay in the "dial" window during your call, and "Escape" at the
end of your call as you hang up, the program will tell you the
"Duration" of your phone call.

To use "autodial" your computer must have a modem, and you must
supply information to the "setup" function.  See the "Setup 2,
Autodial" section for more information.

Special Key Combinations

Use <Ctrl><End> to erase from the current cursor position to the
end of a field.  For example, to blank out an Address line on the
name update screen, press <Ctrl><End> with the cursor at the start
of the Address field.  To move to the last character of a field,
press <End>.  To move to the first character, press <Home>.

File Backup

For a complete backup of all your data, copy DATES.MEM and all the
files with the following extensions: .FIL .K01 .K02 and .K03 (see
BACKUP.BAT in the "Batch Files" section of this documentation for
more information).

Monitor Problems

If you have trouble seeing screen details with a laptop or
monochrome monitor, then before starting the program type MODE BW80
at the DOS prompt.  On color monitors, a slight adjustment of the
"knobs" on the side or front of the display, will often clear up
certain colors and other faint information.

Screen Protection

If you don't press any keys for a period of 10 minutes, the program
will blank your display monitor.  This protects your monitor from
having a pattern "burned" into the display.  To see the display
again just press any key.  To avoid this feature, start the program
by keying "REMEM V=0" and then pressing <Enter>.

Warrantee Disclaimer

Alamo Computing makes no warrantee concerning the function or
fitness of this documentation or the corresponding program, and
shall have no liability or responsibility to any recipient with
respect to any liability, loss, or damage, directly or indirectly
arising out of the use of the documentation and programs, including
but not limited to, any loss of business or other incidental or
consequential damages.