Black Box 4/BlackBox.cdr/desktop/tlord14.arj/2.EXE/TLORD.HLP

Clarion Help | 1992-05-26 | 67KB | 1,438 lines

MAINMENU
This will depend on the length of the paper you are
using.  66 lines is standard for A4 paper.  Non-
standard sizes may require a little experimentation
before the length is set properly.
The length set here does not affect page length in
the word processor  - only reports.
 ENTER for main help menu
     ESC to quit
MAINMENU
The desktop accessories can be called up at most places
in the program by using the hot keys F2 to F9.
To edit reminders without using the F5 key use the
relevant option on this menu.
 ENTER for main help menu
 ESC quit
 Date and the day
 This Message in-
 of the  week for
 dicates  if  the
currently
 NOTES Screen has
 selected
 any  information
 Press F6
  54  appointments,
Press  Ctrl_Esc  to
 to print
  8 AM To 9:15PM.
return without save
 appointments
Press ENTER to go
  to next  appoint-
 Press Ctrl_Enter
  ment slot, ESC to
  to save changes
  the previous slot
  to appointments
  TAB move 8 slots
AND notes
 fMAINMENU
Help on using the Appointment Scheduler
Page 1 of 1
 TThe first step is to choose a particular individual's schedule from the
     picklist presented.  Names can be added/removed from this list in the
Supporting Files section.
Next you will be shown a screen with every Sunday in the year marked.
These days are taken as the first day of the week and by moving the
cursor using
 and pressing ENTER you will be shown that week.
 _If there are no appointments for that week the "Add an appointment"
screen will be brought up.  Press ESC if this is not needed.
 dA check will be made if an appointment overlaps with an existing one.
Appointments can be linked with a particular prospect - press F10 for
a pick list of prospects - or left blank if it "general" such as a
visit to the doctor etc.  ALT_A in update forms will show a history
of the prospect's appointments.  F6 prints out a range of appointments,
     handy for carrying around with you.  F10 shows a graph of the free time
     for that week.  At the end of the day/week it is a good idea to go back
     and fill in the appointment notes so that a permanent record is available
of what happened at the meeting.
ENTER for main help menu
ESC to quit
l_MAINMENU
 tAUTO DIAL
A Hayes-compatible modem is required to use this feature.
 gPlease do not change the modem settings in configuration
unless you are sure they are the cause of any problem. These
settings (including the initialising string of blanks) have
been found to work on most modems.  If you are on an older
pulse type of exchange you should change the string ATDT to ATDP
 `The optional prefix allows for the diversion of phone calls to
Mercury.  To enable this for a particular number place the
cursor over the field and press F10 - a tick
 will appear to
signify that Mercury is being used.  The cost code shown after
a phone number field will enable calls to be analysed (and
charged out if needs be) from your Mercury Statement.  The codes
themselves are user-definable in the Utilities Section.
 iPut your PIN in the optional prefix field, after the 131,
The comma is to pause the system while connections are made.
ENTER for main menu
ESC to quit
If warning beeps irritate you select OFF here
 MAINMENU
Every Sunday in the year is shown. This
day is taken as the first day of the week.
ALT_F will toggle full details: number of
appointments per week and % of time used.
To Change Weeks
To Change Years
  PgUP
Last Year
  PgDn
Next Year
  Ctrl_Home  Return to
Todays Date
ENTER to choose
ESC to quit
uMAINMENU
PgUp or
Next Month
PgDn or
Previous Month
Ctrl PgUp or
Next Year
Ctrl PgDn or
Previous Year
Ctrl Home or Home
Return to today
MAINMENU
The usual cursor keys, PgUp, PgDn etc can be used to
move about the table.  CTRL_END goes to the last entry.
To look for a particular name start typing the first few
letters and then press ENTER.
 $Changes to records can be made by means of the keys below.
ENTER for more help
ESC to quit
MAINMENU
  "Left Margin  column 2" means the margin between
columns 1 and 2.  Usually kept the same as the
margin for column one.
Labels per page (single sheet) : this is measured
in rows.
 ENTER for main menu
 ESC to quit
TENAMEFORM
If a code is entered here it will be used as part of
the dial prefix (if the dial prefix field in
Configuration has been filled in).
Cost codes are recognised by Mercury and itemised as
such on bills.
 MAINMENU
The usual text editing keys can be used to make
changes if you wish.
Be sure to press CTRL_ENTER when you have finished
so that the amendments are saved to disk.
F10 will just move you on to the next match found.
 ENTER for main help menu
 ESC to quit
UPDREC
This number will be used for autodialling if a
modem is connected (and the configuration file
set up for a modem - see CONFIGURATION in Utilities)
Apart from numbers the following can be used :
( ) - SPACE
SMAINMENU
The control codes can be embedded in word processor
produced documents and will be sent to the printer
at the relevant time. Only numbers will be accepted.
So for example ESC should be entered as 27.
Some printer manuals show the control codes as ASCII
eg; <ESC>(s3B
To see a list of the ASCII codes
press ALT_A.
  ENTER for main menu
 ESC to quit
  New printers can be added to the picklist by going
  to the Supporting Files option off the main menu.
 MAINMENU
The keys  PgUp and PgDn can be used to browse through
the Diary. It is possible to have multiple pages per day.
F4 goes straight to appointments edit section.
Text searching of the diary pages is available from the
searches sub-menu.
Diary information is stored on disk in encrypted form
for extra confidentiality.
 ENTER for main help menu
 ESC to quit
/UTILS
This option should only be needed if as a result
of, say, hardware failure the key files have been
lost or corrupted in some way.  It can be looked
on as a sort of "disk doctor" for fixing broken
files.
Once the process has been started it should not be
interrupted!
isMAINMENU
 pDOCUMENT DATABASE
Important text files that you have in various locations on your hard
disk can be conveniently brought together in the Document Database
section, which is accessible by F8 in most parts of the program.
 `The usual edit keys of INS (add), ENTER (change) and DEL (delete)
are applicable.
To view, search etc a text file with the report viewer press F10
while the cursor bar is on the desired file.
 tIf the message "File Not Found" appears the most likely reasons
1)  you have mis-typed the filename of the text file.  You can
check the spelling by changing to the directory where it is
stored and typing DIR/P
2)  the path is not complete.  It should be in the format of
drive plus : plus \ plus directory name plus \
 ,C:\BUSINESS\
UTILS
An opportunity to
choose a database
will be given.
 Packing of counties,
 categories and
 other supporting
 files will start
 immediately.
dMAINMENU
The diary is presented in page number order.  The first
page is 1st January 1990.  The usual cursor keys, PgUp,
PgDn etc can be used to move through the picklist.
Text searching of the diary pages is available from the
searches sub-menu.
Diary information is stored on disk in encrypted form
for extra confidentiality.
 ENTER for main help menu
 ESC to quit
 MAINMENU
 Days with diary page entries are shown in red
To Change Days
  To Change Year/month
  PgUP
Next Month
  PgDn
Last Month
  Above keys plus CTRL
  will change the year
  Home
Return to
Todays Date
ESC to quit
naMAINMENU
Lists of your contacts can be viewed in name or town
order, or in order of the user defined fields 1 and 2.
Keys F2-F9 bring up the desktop accessories
If a record has no entry in user field 1 or 2 it will
not be shown on the relevant pick list.
 ENTER for main help menu
 ESC quit
 UTILS
 Choose the file format you
 want to export to
  Enter the path and name of the
  destination.  Typical file
  extensions would be:
DBASE
*.DBF
*.DIF
BASIC
*.BAS
 FILE NAME:  Enter any valid file name.  The report
will be saved with that name.
Warning:  If the file already exists, it will be
replaced.
TL.BAT is the name of the batch file stored in your
root directory (C:\)
It's purpose is to change to the correct directory
and run TLORD.EXE with a command line of 1%. This
enables the TL.BAT R reminder function to work from
your AUTOEXEC.BAT when you start up the computer.
The /B and /L (beeps and locks) flags are also added
to this batch file.  For some reason this batch file
cannot be found on C:\ and you should recreate it.
An example is:
CD\TL
TLORD.EXE 1%
This assumes that you are using a directory called
TL on drive C
MAINMENU
EG; c:\wp\letter.txt
This information is used in the activity summary (F6)
to work out time used for the week in question.
Only the messages for this prospect are shown. All the
usual cursor keys can be used to move around the
picklist.
Press ENTER to go into browse/update mode.  This allows
scrolling through the messages themselves.
Toggle a reminder line on/off with F10.
To get reminders showing when you first switch on
your computer include this line in your AUTOEXEC.BAT
file (at the end if possible):
     TL.BAT R
This may have been done for you by the installation
program, if you requested it.
HOW MANY COPIES?
  Enter the number of copies to be printed
  for this report.
  How many copies? Enter the number of copies to be printed
for this report.
  Printer:  Select the printer port to be used for this
report.  The choices are listed to the right.  Use
the arrow keys to choose one.  If you are unsure,
user LPT1.
  Number of pages:  This shows the total number of pages
that will be printed.  If the report is 2 pages long
and you select 1 copy, then 2 pages will print.
If you select 2 copies, 4 pages will print
Press the first letter of the title you want or use
the cursor keys to position the highlighted bar, and
then press ENTER
pMAINMENU
Records tagged here (marked with a
) will be used
in label printouts, WordPerfect merge files, Wordstar
merge files and in the Reports Module which is
supplied to users when they register.
 ENTER for main help menu
 ESC to quit
SELHLP
'YES' will override the other selections and ensure that
only records due a follow-up will be selected.
 ENTER for more help
 ESC to quit
RTSELHLP
Records selected here have priority over the
other methods.
If they have been marked as "suspended" an
"S" will be shown to the right of "last letter".
If you de-select a record here then you should
return to the mailshot menu by option 8 which will
not "re-mark" according to the Category/Area
criteria.
 ENTER for more help
 ESC to quit
The IBM line drawing set (an example of which is the
border around this help window) is not printable on some
printers such as daisy wheels and on others like
dot matrix machines it can be very slow.
If you select NO at this field the IBM line drawing
characters will not be used in reports.
 UTILS
  Choose file format of
  source file.
  Enter the name of the file you
  are importing.
ENTER for more help
 $ESC to quit
pMAINMENU
DATA IMPORT HELP
Page 2 of 2
 UPressing F1 help at any of the above stages will bring even more
detailed assistance.
BASIC files:  the string delimiter is " and the field separator is ,
If you wish to change these then type CCVT at the DOS prompt and
follow the instructions.
BASIC/CSV/ASCII imports:  Edit the first line of the file to be imported
so that it contains the names of the fields to be imported. Have a look
     at the example file DEMOBAS.ASC. Field names can be found in the manual.
Please note that DBASE memo fields cannot be imported.
ENTER for main help menu
ESC to quit
 IMPHLP2
DATA IMPORT HELP
Page 1 of 2
 UImporting data is more involved because of the need to "synchronise"
the field names, types and lengths.
 }Before starting have a look at the Data Import section of the manual
which shows the layout of the main database record.  You should try
to ensure that the names or labels on the file that you want to import
correspond as far as possible with this layout.
 qFor the initial stages just follow the on screen prompts.
When the program stops you will be at the File Utility window and
should proceed as follows:
1)  Press ENTER to accept TLORD.SRC
 -2)  Type CONTACTS as the LABEL
 23)  Type TLTEMP then ENTER  (IMPORTANT!! you must not use CONTACTS as the
name or your existing data will be deleted)
 !4)  Same as 3)
 B5)  Line up fields so that they correspond using cursor keys.
6)  GO with CTRL_ENTER
 :7)  ESC when finished.
ENTER for next page
ESC to quit
 MAINMENU
  These are the standard Hayes modem control strings.
  If you are on one of the older pulse exchanges then
  change the string to ATDP.
If you have problems using the ALT_D dial facility
it could be that one of these 4 strings needs
tailoring for your particular modem and you
should consult the modem manual for more info.
 represents a Carriage Return (code 13) and
is entered by holding down the ALT key and at the
same time pressing 13 on the numeric notepad.
UPDREC
This field is for information only
If it is left blank it will not be
printed in mailshots.  If possible
the street should be put in the next
field as this is used for duplicate
checking.
  Answering OFF here were put Num Lock etc under your
  control.
Usually set to LPT1
If you want to use a serial port printer you should
use the DOS MODE command before running TIME LORD
 MAINMENU
  Enter, Change or
  Lookup Appointments
  and Diary Notes for
  a schedule
 Add,Change,Delete
 Schedules
  Search for a word
  or phrase.
  Upper/lower case
  will be ignored
GSTART
UUPDREC
SSRCHMHLP
AAPPTS
UUTILS
WWPHLP
PPRTREPHL
AAUTODHLP
DDOCDATA
SSTNADKEY
IIMPMHLP
TTERMSHLP
 !Main Help Menu
Getting Started
Updating/Adding Records
Searches
Appointment Scheduler
Utilities
WordPerfect
Printed Reports
Auto Dial
Document Database
Standard Keys
Importing Data
Terms Used
Help for particular windows and entry fields is available in addition
to the above.  PgUp and PgDn can be used to move through linked help
screens.  ESC returns you to the program.  If you are running TIME LORD
     for the first time choose option 1 "Getting Started" for an overview of
     the features available.
ESC to quit
 MAXIONE
Memory Status M = Memory <> 0
Print Status  P = Print On
Scroll Status S = Scroll On
Keyboard Status = First of 2 Key Entry
 *Esc : Returns To Menu
 ;C A : Clear All except Memory
 3C E : Clear Entry
 ?<-- : Back Space Key
 <SCr : Scroll Toggle
 =Prn : Print Toggle
 >M C : Memory Clear
 >M R : Memory Recall
 =M + : Memory Plus
 ?M - : Memory Minus
 >SQr : Square Root Function
 6LOg : Base 10 Logarithm
 9LGe : Natural Logarithm
 9SIn : Sine of an angle in radians
 /COs : Cosine of an angle in radians
 -Tan : Tangent of an angle in radians
 ,ASn : Arcsine of a sine in radians
 .ACs : Arcosine of a cosine in radians
 +ATn : Arctangent of a tangent in radians
 : Enter Key = Equal sign
 ;Press ENTER for more help
rMAXICALC
Scrolling output on the "paper tape" is toggled on
and off by entering SCR
Printing is toggled with PRN
 ESC or ENTER to return
    #    &
 DOMAIL
 Write letters, labels etc
 and add database fields to
 be merged.
 Maintain scripts used
 in Telemarketing
 Log files of mail shots
  View, Print or send
 Wordperfect Interface
  the report to a disk
  file for printing later
Return to main menu
ENTER for more help
 #ESC to quit
The name entered here will appear at the top of main
screens and also on printed reports.
 MAINMENU
Pressing PgUp or PgDn will take you into Browse Mode.
The following hot keys are active:
Calculator
Calendar
Appointments
Reminders
Diary
To Do List
Document Database
Activity Summary
 1F10
Pick lists or when the cursor is on a phone number
F10 will toggle on/off use of the optional prefix.
CTRL C,etc
Jump to field with highlighted letter
ALT_A
View/make appointments for this record
ALT_D
Dial one of the phone numbers (modem req'd)
ALT_F
Field arithmetic - total/average for user fields
ALT_N
Notes
 <ALT_U *
Automatic first letter capitalisation - toggle on/off
CTRL_ENTER
Save changes and exit
 ,CTRL_ESC
Exit from form without saving changes
Back up a field or exit from a screen
Labels for the user defined fields can be changed in Configuration
ENTER for main help menu
ESC quit
bMAINMENU
 >The usual cursor keys, PgUp, PgDn etc can be used to
move about the table.  CTRL_END goes to the last entry.
To look for a particular name start typing the first few
letters.
 8Changes to records can be made by means of the keys at the
bottom of the screen.
ENTER for main help menu
ESC to quit
This TEXT field
can be  scrolled  by using  the Up,
  Down, PgUp, PgDn,  Ctrl_PgUp, and  Ctrl_PgDn keys, to view the
  additional rows not  currently  displayed.  Ctrl_Enter is used
  to save and return to the appoinment window.  Ctrl_Esc is used
  to return without  saving.  Pressing  Enter or the Down key on
  the last row will save to  the text field without returning to
  the appointment window.  Pressing the Esc or the Up key on the
  first row will erase current changes without returning.
  If the notes window is blank pressing CTRL_ESC (or ESC
  from the top line) will allow an exit without creating
  a record in the NOTES subsidiary file.
  CTRL_ENTER (or ENTER at the last line) will save any
  changes made.
Only  used when printing reports.
If you decide to use a password - please don't
forget it !!
If using a password for the first time: Select
YES here and the next time you run TIME LORD
you will be prompted for the password.
INAMEFORM
 tAUTO DIAL
A Hayes-compatible modem is required to use this feature.
 gPlease do not change the modem settings in configuration
unless you are sure they are the cause of any problem. These
settings (including the initialising string of blanks) have
been found to work on most modems.  If you are on an older
pulse type of exchange you should change the string ATDT to ATDP
 `The optional prefix allows for the diversion of phone calls to
Mercury.  To enable this for a particular number place the
cursor over the field and press F10 - a tick
 will appear to
signify that Mercury is being used.  The cost code shown after
a phone number field will enable calls to be analysed (and
charged out if needs be) from your Mercury Statement.  The codes
themselves are user-definable in the Utilities Section.
ENTER for more help
ESC to quit
MAINMENU
Use the cursor keys, PgDn etc to move around.
Start typing to move to a particular name.
Because only "selected" records are being shown
the operation of this picklist may be a little slower
than usual.
ENTER to choose the name under the cursor bar.
MAINMENU
Each segment
 represents 1/4 of an hour
 ENTER main menu
 ESC quit
To Change Days
  To Change Year/month
  PgUP
Next Month
  PgDn
Last Month
  Above keys plus CTRL
  will change the year
  Home
Return to
Todays Date
ESC to quit
ilMAINMENU
If you are already using Serial Port one for something
else, like a mouse, then choose 2.
If you have problems auto-dialling then choice of
the wrong port is a prime suspect.
UPDREC
Information only field
MAINMENU
If a task is not done by the due date it can be
automatically transferred to the Reminders list.
This is set up in the Configuration section.
If the Do By date has been passed then the task will
be shown in red.
PRINTER ERROR
  The printer is not responding to the computer.
  Possible reasons include:
1.  Printer turned off
2.  Printer unplugged
3.  Out of paper
4.  "On-line" light is not light.
5.  Cable is loose between the printer and
the computer.
  Check the above.  Turn the printer off then
  back on and retry.
MAINMENU
If your printer is not on this list use INS to
add it.  The control codes can be found in the
printer manual usually.
 ENTER for main help menu
     ESC to quit
MAINMENU
 qPRINTED REPORTS
 wThe reports module is supplied as part of the Utilities Package
which is sent to registered users.
 ~One of the report formats is a very handy pocket-organiser
style printout of a contact's details plus all notes/phone
messages going back a user-definable period.  Page-length
and positioning is configurable so most sizes of paper
should be accomodated.
All printed reports can be viewed (via the Report Viewer which
is used to search the manual - see menu option before Program
Information), sent to the printer or sent to a disk file (sometimes
called spooling).
Full details of the Report Viewers features (searching, bookmarking
etc) are given in the manual.
ENTER for main menu
 &ESC to quit
MAINMENU
The default start and end dates will cover the
whole database.  Just press ENTER at these
fields.
 ENTER for main help menu
     ESC to quit
If you have moved away from your computer (or maybe you want to
snooze!) then when the time for a reminder comes up the computer
will beep like an alarm clock.
 MAINMENU
When a report is chosen you will be prompted if you want to see
Full record details or just an abbreviated single line version.
Reports can be viewed on the screen or sent to the printer or a file.
In name order
 with subtotals
 for town etc.
  Uses only
  selected recs
  of a previous
  mailshot
 MAINMENU
Labels and WordPerfect merge files will use only
tagged records, as will the filofax-type output of the
Names & Notes Report.
The other reports will use the Report Viewer - full
details of which are in the manual.
 ENTER for main help menu
 ESC quit
teUPDREC
The usual cursor keys, PgUp, PgDn etc can be used to
move about the table.  CTRL_END goes to the last entry.
To look for a particular name start typing the first few
letters and then press ENTER.
 #Changes to records can be made by means of the keys at the
bottom of the screen.
ENTER for more help
ESC to quit
You may select to view the report on the screen, print
on the printer or save it to a file.  Use the arrow keys
to move to your selection and press the ENTER key.
Screen: This opens a window and allows you to view the
report on the screen.
Printer:  Sends the report out to the printer.
You can press the ESC key during printing
to cancel at any time.
File:  Saves the report to a file.
 UPDREC
Anything entered here will be used as the salutation
in mailshots.
Leave it blank if you want to use the "Dear" above.
Day of
 The month
To Change Days
To Change Months
  PgUP
Last Month
  PgDn
Next Month
  Ctrl_PgUp  Last Year
 Total number of
  Ctrl_PgDn  Next Year
 AM Appointments
  Ctrl_Home  Return to
Todays Date
Total number of
PM Appointments
Enter for Appointments
Ctrl_Esc to return to Main Menu
 ACTIVE FILE
esSELHLP2
Help on Selecting Records for a mailshot or telemarketing
Page 1 of 4
 VSelecting can be done by one of FIVE ways:
By CATEGORY and ONE of the following:  TOWN  COUNTY POSTCODE
So for example you could select all the Accountants in Reading
and Newbury.
By NAME.  this option is shown as such on the Selection Menu and
allows particular prospects to be selected/de-selected.
By pressing F10 in the logs selection of the mail shot menu.  Logs
are lists of the records used in a mailshot and should you wish to
write to (or follow up with a phone call) the same people you can
do so this way.  Logs can also be merged.
By searching the Notes for a word or phrase (case is ignored).
Searches option on main menu.  Any field can be searched and/or
used for selection.
ENTER for next page
ESC to quit
 SELHLP3
Help on selecting records for a mail shot or telemarketing
Page 2 of 3
Records marked under 1) and 2) are "transferred" to the main
database file before being effective.
 lPlease note that if you use method 1) and then method 2) the transfer
process will give priority to the method 2) selections. But any de-
selections made under method 2) could be overriden by method 1)
selections.  It is best not to mix selection methods.
 kThere is also a shortcut Select All option.
 uBefore starting a new selection all records should be de-selected to
ensure a "clean slate".
As a final step you will be asked whether you wish to select only
records which are due a follow up - based on today's date as reported
by your computer.  If this date is wrong you can change it in the
utilities section.
ENTER for next page
ESC to quit
ptSELHLP4
Help on selecting records for a mail shot or telemarketing
Page 3 of 4
 TMethod 4) allows you to set up your own selection criteria if
you put relevant keywords in your prospect notes.  As an example
let's say you are a computer dealer and while you are on the phone
talking to prospects you make Notes (using ALT_N) of their equipment.
So you enter keywords such as "network", "laser printer" etc which
can be used at a later date to precisely target a particular mail shot.
 YIf the records selected line shows ? this indicates that the
"view all" option has been chosen and the actual number of records
selected cannot be reliably determined.  If all records are de-
selected this situation will be corrected. The ? could have resulted
form aborting a selection run part way through.
 qSUMMARY:
The important thing to remember is that if you select a business category
you MUST also select ONE of the areas (town,county or postcode). Let's say
you want to mail 50 businesses a week.  Once you have chosen the categories
mark towns from say A to E, press 9 to start the selection process and
ENTER for next page
 #ESC to quit
drMAINMENU
Help on selecting records
Page 4 of 4
 Uthen look at the Records Selected indicator to see how near you are to
your target of 50.  Just using option 1 and ONE of option 2 or 3 or 4
will not in itself "mark" records.  You need to use option 9 "Start
Selecting" to do this.
ENTER for main help menu
ESC to quit
'MAINMENU
If you answer 'No' here the records contained in
the log will be added to any existing selections.
So if for example you had done three small mailshots
you could combine them into one large follow-up
mailshot or telemarket by using F10 on each one
and responding with 'No' at this screen.
But take care that all the original mailshots were
themselves selected on the same area basis.  For
example merging a selection based on particular
towns with one based on county will result in the
county selection overriding the "lower priority"
towns.
hMAIL3HLP
MAIL SHOT HELP - INSERTING VARIABLES
Page 2 of 4
Move the cursor bar over the desired field and press ENTER.
If 'P' was selected when the record was created then a line
composed of Title - Initials - Surname will be inserted at the
cursor position.  EG; Mr J.T.Thomas
 }If the contact salutation is blank for a prospect then the first
salutation will be used. These fields should be on their own line
and on the extreme left side of the page:
{Form Feed}
Feed another page into the printer
{Padding}
Should be placed somewhere between address & Dear
{Pause}
Handy with single sheet printers
 oThe last field inserted should be a Form Feed for letters.
For some cut-sheet feeders such as the Brother HR range the first
sheet should be positioned by hand.  Subsequent sheets will then
be fed correctly.  This is not necessary for printers such as the
Laserjet and Deskjet.
ENTER for main help menu
ESC to quit
 MAINMENU
  Select YES to get only records with
  a follow up date equal to or later
  than today.
 MAINMENU
TELEMARKET HELP
Page 2 of 2
     Use the cursor keys, PgUp, PgDn, Home and End to move
around the selected records.
 4Hotkeys:
Calculator - with printout
Appointments scheduler & Diary
Calendar
To Do List
Change Database
 4F10
Prospect Picklist
 2ALT_A
Look at history of appointments & meetings
ALT_D
Dial the phone number
 .ALT_F
Field Arithmetic (total,average)
 #ALT_L
Look at letters to this prospect
 #ALT_N
Look at background notes
 +ALT_P
Look at history of phone calls to this
 *prospect- starting with most recent.
ALT_T
Telephone Call Timer - toggles On,Freeze,Off
ALT_W
Write a one-off letter
 -ALT_X
Set the default script
 -ALT_Y
View the script
ENTER for main menu
 %ESC to quit
If you enter an appointment time which overlaps one
already made a warning message will pop up.
The prospect name (if any) and the first line of
the notes have been truncated to fit on the screen.
The actual records themselves are unaffected.
 MAINMENU
USE THESE KEYS TO MOVE ABOUT
Scrolls down one line
Scrolls up one line
  PgDn  Scrolls down one screen
gUp  Scrolls up one screen
 ^PgDn  Goes to the bottom
^PgDn  Goes to the top
Moves left 10 columns
Moves right 10 columns
^ means pressed with Ctrl key
MAINMENU
Select a document to work on by using one of the
four keys shown at the foot of the screen.
To save writing over the templates use F10 to
bring up the Extra Options Menu and then make
a copy of the document with your own name and
description.
 ENTER for main help menu
 ESC to quit
MAINMENU
Matches that have been found will be scrolled
a page at a time.  At the end a count total
will be shown
scHLPXQF
To return the display to showing all records in a database
press F10, option 4, CTRL_END(which will clear the search field)
and then ENTER.
For very large files and very precise searches there may be
a noticeable delay.  Searches on SURNAME will be quicker because
this field is "keyed".  It would not be practicable in terms
of disk space and memory size to create a Key File for every
field however.
  ENTER for more
   ESC to quit
HLPXQF
The usual cursor keys, PgUp, PgDn etc can be used to
move about the table.  CTRL_END goes to the last entry.
To look for a particular name start typing the first few
letters and then press ENTER.
 #Changes to records can be made by means of the keys at the
bottom of the screen.
ENTER for more help
ESC to quit
deMAINMENU
  SEARCHES
Page 1 of 1
Text searches can be carried out on all the textual data stored : in
diary pages, contact notes, reminders and appointment/meeting notes. Case
is ignored in all searches.
Names & addresses that are "tagged" will be used for the label printing
     runs and also for the WordPerfect secondary merge files and in the Reports
Module which is supplied with the Utilities Pack when users register.
ENTER for main help menu
 "ESC to quit
 aSTART2
HELP ON GETTING STARTED
Page 1 of 2
 VTIME LORD can be used to keep track of all your business and
personal contacts and also help you to plan your time.  All text
information (diary,contact notes,reminders,appointment/meeting notes)
can be searched via the search menu.  Once you have jotted something
down in one of the above sections it will always be available to you.
 [The first section to use is "Edit Contacts".  Lists of your names and
addresses can be viewed in a sort of "rolodex" fashion by pressing
PgUp/PgDn when at the update form.  This form is obtained by pointing
the highlighted bar on one of the picklists (in Name, Town, or user
field order) and pressing ENTER.  The active hotkeys available at
the update form (ALT_N notes etc.) can be viewed by pressing F1.
 `Keys are used in a standard way throughout.  F1 brings help at any
point. (including help on Standard Keys Used)
 sThe various desktop accessories (F2-F9) can be obtained at most points
in the program.
After you have read the various help screens check that configuration
ENTER for more help
ESC to quit
 MAINMENU
HELP ON GETTING STARTED
Page 2 of 2
 Vis correct. (Go to Utilities option on main menu)
 oThere is a screen-saver feature which ensures that if the program is
left for more than 10 minutes without a key being touched then your
monitor's screen will be blanked.  The screen image will be restored
as soon as any key is pressed. (Phosphor "burn-in" can occur if an
image is left for too long on the screen)
 wCONFIGURATION:
 BA variety of options is avaailable - such as setting reminders to bleep,
showing the clock with seconds and turning off the quotations display.
 ZOther configuration details you might like to set are: showing seconds
on the clock (or just hours/mins), using IBM lines (
 etc) on your
printer (some printers like daisy wheels cannot print these lines)
and the length of your usual working day. This last one is used in the
Summary accessory (F9) to show % of working time used in a day.
ENTER for main help menu
ESC to quit
 STNDKEY2
STANDARD KEYS HELP
Page 1 of 2
PAn underline is to be read as "and also press". So ALT_L = press ALT and L keys
 QOn pick lists  INS
add a record
 ,ENTER
change a record
 )DEL
delete record (confirm will be required)
finish
 #On entry forms (as when entering name & address details):
 #ENTER
move to next field (also
CTL_ENTER
save all changes and finish
back up a field (quit if on first field)
CTRL_ESC
abandon any changes and finish
help (including other keys in use)
calculator
calendar
appointments, time planner
reminders
diary
To Do list
document database
summary
 1F10
picklists
ENTER for next page
 &ESC to quit
 MAINMENU
Help on Standard Keys Used
Page 2 of 2
ALT_A
Prospect's appointment history
 %ALT_D
Dial the prospects phone number
 $ALT_F
Field Arithmetic (total/average)
 #ALT_N
Notes
 >ALT_U
Automatic first letter capitalisation - toggles on/off
ENTER for main menu
ESC to quit
MAINMENU
Pressing HOME will take you back to the current week.
The different types of Notes shown (eg OUT etc) can
be customised by you in the Utilities Section)
 ENTER for main menu
 ESC to quit
 MAINMENU
 Most of these files
 are used as lookups
 in the Edit Prospects
 section
 PENTER for main help menu
ESC to quit
  Exit report viewer <Esc>
  Search for text
<Alt-S>
  Repeat last search <F3>
  Line up
  Line down <
  Set bookmark
<Alt-B>
  Go to bookmark # <1> - <9>
  Page up
<PgUp>
  Swap bookmark #  <Alt-1> - <Alt-9>
  Page down <PgDn>
  Jump to printer page <F7>
  First page <Ctrl-PgUp>
  Jump to screen page  <F8>
  Last page  <Ctrl-PgDn>
  Lock/unlock column titles <Alt-C>
  First column <Home>
  Lock/unlock row titles
<Alt-R>
  Scroll right <
  Scroll left  <
  Toggle cursor bar on/off <Enter>
  Lock cursor bar position <Scrl-Lock>
  Large scroll right <Ctrl-
  Large scroll left  <Ctrl-
  Suspend background reading <F9>
  Resume background reading  <F10>
ESC to quit
I``
 mSHCATEGH
TELEMARKET HELP
Page 1 of 2
 UTo get the most out of a mail shot it is generally recognised that there
should be a telephone follow up.  This option not only allows for
this but it also permits look-up of all letters and phone calls
for a particular prospect, as well as the appointments diary, by
means of hotkeys.
You could of course skip the mail shot and go straight to a
telemarket exercise.
For details of selecting records have a look at "Selecting" in the
main help menu.
Whenever a phone message is created the follow up date is automatically
     incremented according to the setting in "configuration".  This
follow up date can be overriden if necessary.
 sTo jump to a particular prospect press F10 for a picklist. A full list
of the active hotkeys is available on the next page.
ENTER for next page
ESC to quit
MAINMENU
This is a standard Hayes command string
to disconnect the modem from the phone
line.
 MAINMENU
TERMINOLOGY HELP
Page 2 of 2
 URELATIONAL
As in relational database.  Describes how all
 #the records are linked (or related) in a variety
  of ways. EG, letters to a particular prospect
 #are also linked to the documents database.
 ^RECORD
A record is composed of fields and is itself the
  component of databases.
ENTER for main help menu
ESC to quit
iTERMS2
TERMINOLOGY HELP
Page 1 of 2
 TBACK UP
Copy database and/or supporting files to floppies
for security reasons.
 rDATABASE
An ordered collection of records which can be
 #quickly accessed by key files such as Surname,
 "Record Number etc.
 uFIELD
Component part of a record. EG, Phone Number
 $The hierarchy is Fields -> Records -> Databases
 XFILE
This is how MS-DOS "sees" the databases. Typing
 !DIR at the DOS prompt will list the files.
 ]KEY
Used to describe a field (or corresponding file)
  which enables fast retrieval of a record.
 ^MODEM
A piece of equipment which plugs into the phone
 !socket and allows the program to automatically
 "dial prospects.
ENTER for next page
ESC to quit
 UTILS
  Name of the Clarion database that will receive
  the imported records.  This should be a new
  name, six characters long with any spaces
  represented by an underline _.
  (This is to conform with MS-DOS filename rules)
  The description that you want to
  use for ease of identification.
ENTER for more help
 $ESC to quit
Appointments can be linked to a particular contact
or just left "general" ,eg doctor's appointments.
The expected duration of the appointment in quarter-
periods is required for the Time Planner (F10). Eg
a two-hour meeting would be entered as 6.
Starting time should use the 24-hour clock. EG 2pm
entered as 14.00
Appointments can be allocated to a prospect, but only
if F3 is pressed in Telemarketing.  This allows the
ALT_A hotkey to bring up a history of the appointments
made for a particular prospect.
The prospect's name and the first line of the notes
have been truncated to fit on the screen.
 iCAT1
 The name entered here should be
 six characters long and conform to
 MS_DOS rules for filenames. If the
 name you enter is invalid you will
 be prompted to re-enter.
 Enter a description of your choosing
Pressing PgUp or PgDn will take you into browse mode.
Then pressing INS, ENTER or DEL will put you straight
back into editing mode.
F10 on the date field will bring up the mini calendar.
CTRL_ENTER save changes and return to picklist
CTRL_ESC  return to picklist WITHOUT saving changes
 UPDREC3
Help on Updating Records
Page 1 of 3
The number of records is limited only by the size of your hard disk.
Keys in use in the Edit Contacts sections:
 *CTRL_ENTER
     save any changes made and return
CTRL_ESC
leave the update form without saving changes
ENTER
move on to the next field
 $ESC
back up a field (exits if on first field)
help system
calculator
calendar
appointments
reminders
diary
to do list
document database
weekly activity summary
 &CTRL_D,P etc
jump to the field with the highlighted first letter
ALT_D
dial the phone (modem required)
ALT_F
field arithmetic (total/average)
ALT_N
notes
 8ALT_A
view appointment history
 %ALT_U
toggle on/off First Letter Capitalisation
ENTER for next page
ESC to quit
deUPDREC4
Help on Updating Records
Page 2 of 3
 TRecord number is a unique ID supplied by the program for each record.
Category code is selected from a pick-list.
 %All pick-lists are maintainable.  See the utilities sub-menu.
 cWhile browsing through contact records (PgUp/PgDn) Appointments can be
made (ALT_A), either phone number Dialled (ALT_D), messages and
Notes created (ALT_N), reminders set (F5) and weekly activity/time
available inspected (F6).
USER DEFINABLE FIELDS
The descriptions of these fields can be changed by going to the
Configuration section off the main menu.  These fields will show
up in Edit Contacts.
FIELD ARITHMETIC
If user fields 1 to 6 contain numeric data then pressing ALT_F in
the update form will allow totals and averages to be obtained.
ENTER for next page
ESC to quit
    '    '
Help on Updating Records
Page 3 of 3
 WAutomatic First Letter Capitalisation:
 zAFLC in the name and address block can be toggled by using the ALT_U
key so that the first letter of every word is automatically changed to
upper case.  If an '*' shows then AFLC is enabled for that field.
Pressing ALT_U again will turn it off and the asterix will disappear.
ENTER for main help menu
ESC to quit
reUPDREC
If the Contact "Dear"  (see below) is left blank
then any text entered here will be used in the
mailshot to address this particular prospect.
UPDHLP1
The usual cursor keys, PgUp, PgDn etc can be used to
move about the table.  CTRL_END goes to the last entry.
To look for a particular name start typing the first few
letters and then press ENTER.
 $Changes to records can be made by means of the keys below.
ENTER for more help
ESC to quit
Enter your own descriptions for the user defined fields
which appear in the Update Form (Edit Contacts section).
These fields can hold numeric or text data.
MAINMENU
Enter here the field descriptions you want
to see whenever a new database is created.
These names can be overriden by using the
option in Supporting Files.
 UTILS
  Set up the system details
  for your equipment
 Remove deleted records
 and compact files
  Import/Export data
  to/from DBASE II/
  DIF, BASIC formats.
  Before starting a backup you will
 In the event of a
  be prompted with the number of
Records must
 hardware failure the
  empty, formatted disks required.
be selected
 counts of categories,
  Check in "configuration" that the
  first!!
 towns etc may not be
  drive and capacity are correct.
 correct.
 MAINMENU
UTILITIES HELP
Page 1 of 1
PACK FILES :
Deleted records are removed and data
 ,files and indexes are made more
 1compact and efficient.
 pEXPORT/IMPORT DATA :
Names,addresses, contacts etc can be
 ,exported/imported to/from DBASE, DIF and
 (BASIC (CSV,ASCII) formats. Please note
 *that DBASE memo fields are not imported.
 ^REBUILD KEYS:
In the event of a hardware failure and
 *damage to a database's files use this.
 *As long as the main data files ( with
 +.DAT and .MEM suffixes) are not damaged
 )then the key files can be rebuilt from
 *scratch (.K01, .K02 etc)
 nREPORT VIEWER
Produces reports in filofax-type format
 )with notes going back to user defined date
 &and also by name (full details or single
 (line). Reports can be searched, bookmarked
 &etc or sent to printer or disk file.
These utilities are supplied with the registered version only.
ENTER for main help menu
 !ESC to quit
WPHLP2
WORDPERFECT INTERFACE
The WordPerfect sub-menu is obtained from the reports section of the
main menu and before "shelling out" to WP or creating a merge file
you must choose configuration on this menu to set up the path and
filename for the word processor and also for where you want the merge
file to be saved.
Outline for WP mergeing:
1) Go into WordPerfect
 :2) Type in the letter. Where you wanted merged TIME LORD data to appear
position the cursor and press SHIFT_F9 and the field number (see
below for field numbers)
 53) Save Letter
 B4) Press CTRL_F9 and 1 to start merge
See next page for the format of the merge file.
     ENTER for next page
 #ESC quit
ELMAINMENU
FORMAT OF WORDPERFECT MERGE FILE
The following fields make up the file:
 zField
Company name or Title/Initials/Surname
Unit/building
Street
County
Postcode
Salutation
Yours faithfully or sincerely, depending on salutation
 cIf any of fields 1 to 6 are blank they will be "closed up" and an
extra blank line added after postcode. This means that these six fields
     will need to be used in your letter as a block, in the order shown
above.
ENTER for main help menu
  ESC quit
OUMAINMENU
FORMAT OF WORDSTAR MERGE FILE
The following fields make up the file:
 zField
Company name or Title/Initials/Surname
Unit/building
Street
County
Postcode
Salutation
Yours faithfully or sincerely, depending on salutation
 cIf any of fields 1 to 6 are blank they will be "closed up" and an
extra blank line added after postcode. This means that these six fields
     will need to be used in your letter as a block, in the order shown
above.
ENTER for main help menu
  ESC quit
66
ACCHLP
APPOINT
APPTS
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BEEPHLP
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CAT1    I
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EXPHLP
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GOTITHLP
HELP_SEL
HLPMARK1
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HLP_MARK\A
IBMLINES
IMPHLP
IMPHLP2 FG
IMPMHLP
INITHLP
INITSTRH
LINE1HLP
LOCKSHLP
LPTHLP  4R
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MAINMENU
MAXICALC
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MENU
NAMECNFHRd
NAMEFORM
NAMETBL
NOTES   vj
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NUMLINES
PASSHLP `o
PHOHLP
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PLANHLP
POPHLP  Iv
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REPMENU
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REVHLP  ,
ROUTE
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SCHEDULE
SELHLP  |
SELHLP2 +
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SELVAR  ?
SET2HLP j
SHCATEGH
SHOWAP1H
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SRCHAPHL
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SUMHLP  b
SUPPHLP
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TERMHLP
TERMS2  9
TERMSHLP
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UPDREC3
UPDREC4 p
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UTILMENU
UTILS
WPHLP
WPHLP2
WSHLP   P