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Text File | 1992-01-11 | 18.1 KB | 331 lines

B&B Salelead B&B Systems 627 Madison Waukesha, Wisconsin 53188 TO RUN YOUR SYSTEM SEE .DOC FILE FOR CHANGES TO FILES= and BUFFERS= statements in your CONFIG.SYS file. UPGRADES: ------------------------------------------------------------------------- You can safely copy ALL files from an upgraded version of B&B SaleLead to your disk. All file renaming and updating will be handled automatically as soon as you enter 'SALELEAD'. B&B SaleLead will automatically upgrade to the newest file version whenever it detects an older version AND the existence of the upgrade files. STEPS TO UPGRADE: 1. Put New B&B SaleLead files on a disk in A: 2. Hard disk users: Change directory to location of B&B SALELEAD (CD\SALELEAD) AND copy all files to this directory (eg. C:>COPY A:*.*) 2. Floppy disk users: COPY any .EXE and documentation type files to Current System disk in B: (eg. B:>COPY A:*.exe). Put Data disk in B: and Copy All other files to data disk. ========================================================================= B&B SALELEAD version 2.3 changes ========================================================================= Erase file config.mem (installation set-up values), if errors are incurred at startup. 1. The SaleLead.dbf file has been changed. The changes are:REDUCTION in size of the remarks from 79 characters to 69 characters (the last 10 characters will be lost in conversion), and the ADDITION of a field for COMMISSION dollars that may have been paid to a Sales Representative. If your documentation and your edit/add screens DO NOT indicate the existence of a COMMISSIONS field, you .dbf needs to be upgraded to the newest salelead.dbf format. The salelead.dbf included in this set of files is the newest format. B&B SaleLead will do this conversion for you if you copy salelead.dbf onto your disk/directory under the name upgrade.dbf (eg. COPY A:salelead.dbf C:\Salelead\upgrade.dbf). PLUS, 2. There are more Letter Set-up values and an option to accept all previously defined values, with one keystroke. (In order to have the NEW letter set-up values saved in the memory file, ERASE the file called config1.mem). 3. Three new files have been added. Two are:Rep.dbf & Repcode.ndx. These files store your sales staff's Sales Representative names and phone numbers. The reason for adding this information is to allow the option to print Sales Rep names on the sales letters, instead of a generic closing in the ENding letter. The Rep name printed on letters is dependent on the Rep/Territory code on the Sales Lead records. 4. The third file is a new extrnote.frm file, and is meant to provide an easy way to print the Extra Notes made for Sales Leads. This can be ignored if the Extra Notes feature is not used extensively. It is provided for the convenience of anyone who needs this reporting capability, but does not have dBaseIII (or doesn't want to use dBaseIII) to develop a .frm file for reporting this data. 5. Improved [E]dit mode allows 'paging through' records with PgUp and PgDn keys, AND direct printing of a letter from the editing mode. 6. Improved [R]eport option will now allow a choice between printing labels OR LETTERS. The advantage with printing letters here is being able to utilize the 'screening' options to select records for printing. 7. On-line help expanded. 8. When printing many letters, F-10 will exit if you desire to terminate printing. 9. A Form letter option has been added to allow printing of FORM letters based REGARDLESS of any Product/Service Interest codes on the individual Sales Lead record. 10. The name of the letter set-up values file has been changed from config1.mem to ltrsetup.mem. 11. A feature has been added for users with printers having two paper feed trays (such as HP Laserjet 500+). You can now have letterhead fed from the top tray for page 1 of the letter, and plain bond paper fed from the bottom tray for subsequent pages. In order to use this feature, you will need to erase any config.mem or configa.mem files, and re-install. 12. If your current word processor cannot load into memory because it is too large to fit in memory, or you don't have a word processor, the file WEDIT.EXE has been included in your package to use as a simplified word processor for the Extra Notes feature. You do not have to enter WEDIT in the installation process, because it is the default name. Upon entering 'Extra Notes', WEDIT will run, and you can start entering text. Use the ESC key to see the functions that are available. Ctrl-W will save, Ctrl-Q will abandon your file. 13. Label printing allows the Nth sampling technique, whereby you can elect to skip 9 records, and print only every 10th, or every 20th label for sampling purposes. 14. SaleLead.Ovl + SaleLead.Dbc files are sometimes included with the SaleLead.Exe file for low memory (<640K) or machines that are using memory for other functions (TSR - Terminal and Stay Resident programs). If they aren't included, the salelead.exe is all you need, as long as you have most of your 640K available. The main difference, besides being able to fit in memory, is that the SaleLead versions with .EXE, .OVL and .DBC files are slightly slower because the .OVL file has to be transferred into memory when needed. ========================================================================= B&B SALELEAD version 2.4 changes 4-1-88 ========================================================================= 1. Greater flexibility has been added for selecting records. 'Flexi- Select' is a feature that provides a list of all data fields and prompts you to select 'conditions' for each field. For example, you can select only those records that have a COMPANY NAME = 'ACME'. Or, you can select to string your selections together like: COMPANY NAME='ACME' AND ZIP='61'. Flexi-Select is available in the EDIT, REPORT, and MAINTENANCE (deletion) modes. In addition, once you make your selection, it will be saved in a separate data base called FSelect.dbf. And when you use Flexi-Select, you will see all previously defined Flexi-Selections, and can use them over and over. 2. Zip Code expanded to 10 characters long for those wishing to use ZIP+4 with a dash. ========================================================================= B&B SALELEAD version 2.5 changes 4-15-88 ========================================================================= 1. Choose between printing just the FIRST name of the contact in the letter greeting, just the LAST name, or BOTH. 2. You can select the Greeting wording, 'DEAR xxxxx:', 'DEAR DR. xxxx' or whatever. 3. The upgrading process was simplified, so that you can safely copy ALL files from an upgrade version to your disk (without fear of overwriting existing data base files, and your data). This was accomplished by naming all upgrade files: upgra????. B&B SaleLead renames them for you automatically. The only old file versions you may wish to retain are any .FRM files you may have revised. ========================================================================= B&B SALELEAD version 2.6 changes 4-30-88 ========================================================================= 1. On some monochrome systems, the FLEXI-SELECT screen wasn't displayed. ========================================================================= B&B SALELEAD version 2.7 changes 6-28-88 ========================================================================= 1. LABELS- The Nth sampling process was not consistent. 2. Improved control over vertical spacing of labels - allowing closer spacing, down to zero lines between labels. 3. Faster label printing speed. 4. Default to Zip Code Sort more consistent. 5. 'PAUSE PAGE' message no longer prints on label stock. 6. Added features such as: Ability to print three lines of text above label, and indent the label name/address/city information. This feature was incorporated not just for labels, but can be used to produce self-mailers/postcards by using the three text lines for the return address. 7. Export/Import Capability now includes Lotus 1-2-3 WKS files. ========================================================================= B&B SALELEAD version 3.0 changes 11-1-90 ========================================================================= 1. If you are an existing B&B Salelead user, run the program CHGLTRS first. Why? B&B SaleLead now uses simple ASCII type files for letters. CHGLTRS.EXE will convert your old letter files for you into .LTR text files that can be edited or created with any word processor that has an ASCII mode. 2. You can include VARIABLE information anywhere in your letters by enclosing data in {} curly brackets in your .LTR files. You can also change printer fonts "on the fly" by using square brackets [] in your .LTR files to start new font/return to original font codes. 3. Flexi-Label now allows entering TEXT, DATA or PRINTER CONTROL COMMANDS in your labels. 4. More Menubars for ease of use. For example, when using FLEXI-SORT, FLEXI-REPORT, or FLEXI-SELECT, you will choose which fields you want to SORT on, REPORT on or SELECT on, from a menubar list of fields. 5. More extensive use of Memory files (*.MEM), and separate 'SALESORT.MEM', 'SALESELE.MEM' and 'SALERPT.MEM' files which will be automatically created and used to save your different sorts, record selections and report definitions without having to re-define them each time. 6. Duplicate checking has been improved to print 'multiple' duplicates (ie. triplicates, etc.) continuously on the printed list. 7. A 'QUICK LABEL' feature has been added to allow printing of single labels by entering 'L' or 'ctrl-L' while in the EDITING mode. 8. Ability to RUN dBaseIII type LABEL & REPORT files from with SALELEAD. 9. Ability to send REPORT OR LABEL output to the Screen, Printer, or a Disk File for manipulation by other software packages. 10. Exporting a file: you can now Flexi-SORT your file, Flexi-SELECT certain records, and even select the individual fields (and their order) that will be exported, in the export process. Also, export Ventura Publishing type files (for address book type files). 11. The Biggest Change is the introduction of:FLEXI-LABEL. Choosing this option will present you with a theoretical label 20 lines long which allows you to enter ANY FIELDS or ANY TEXT in ANY POSITION or ORDER. You will still be able to print up to 4 across labels, using any starting position, and any vertical/horizontal spacing. ALSO, you have the capability to enter Printer Control codes ON ANY label line, allowing you to underline, change fonts, whatever. 12. When choosing to ADD while in the Edit mode, the new record will contain data from the record currently marked by the cursor. Handy when a new label is desired very similar to an existing label. 13. When in the EDIT mode, in addition to searching for Specific records based on Last Name or Record # (Quickest way), you can elect to use a GENERAL Search by entering data in ANY of the other fields, and SALELEAD will search for the first matching record. If can also search for data contained anywhere in the field by preceding the search data with a ? (eg. ?xx). 14. A handy Printer utility has been added in the Maintenance Menu. You can select from a variety of predefined printer control codes to send to your printer. The defaults are Epson Compatible codes, but they can be modified for use with YOUR printer. 15. The use of color codes is now automatically dependent on the computer being used, so re-installation is not required if moving from monochrome to color. In order for this to be controlled automatically, you must ERASE config.mem and re-install version 3.0. 16. SALELEAD.EXE files dated after 2-8-89 will allow you to FORCE the use of monochrome screen definitions for those systems (ie. laptops with flat screens) that are considered color, but do not provide the best resolution. Just type 'SALELEAD MONO' at DOS. 17. The Flexi-REPORT now allows you to define paper width so that you can "bend" the line of data to the next line. If you want to print a line of data that is 200 characters long, and define a report width of 80 characters, the data will "wrap" to the next line. 18. There are now only three interest codes, but they are 8 characters long (the same length as DOS file names) to make it easier to correlate the interest code with the DOS .LTR file that pertains to it. Each interest code has an associated Quote field and Quote amount so that you can include quotes and quantities in your letters. ========================================================================= B&B SALELEAD version 3.1 changes 12-1-90 ========================================================================= 1. Error in adding records to miscellaneous files fixed. 2. Memo field now uses its own built-in editor. 3. The Order field (Browse Screen) in the "SALEFLDS.DBF/TXT" files was enlarged to 4 (2 digits for the page, 2 for the order). 4. GREATER FLEXIBILITY!! You can add your own help files to any field. The Help files are no longer edited in the Maintenance Menu. Also, Editing, Adding, Deleting can be done immediately after using F1. 5. Also, (existing users) in order to make the field descriptions more obvious: In the REP.DBF file, REPAD was enlarged to REPADDRESS, REPC to REPCITY, REPS to REPSTATE, REPZ to REPZIP. In the DISTRIBU.DBF file, similar changes were made. 6. If you don't plan on customizing your screen design, you can now opt to have FASTER SCREEN displays during installation. 7. Function keys from main menu produce PERSONAL TICKLER LIST and CHRONOLOGICAL TO-DO List based on TODO date you enter in file. 8. Tickler Dates have been replaced by 4 Action/Date fields. You can enter future dates in Date1 to use as a tickler date. Plus, when printing letters, letter name/date is inserted into action1/date1 fields so you can always review dates/action of past contacts. 9. Error Correction - printed blank lines in letters for missing data. ========================================================================= B&B SALELEAD version 3.3 changes 3-1-91 ========================================================================= 1. Consolidated personal calendar and TODO fields into a Daily time planner and Scheduling system. 2. Added Backup (to floppy) feature using function key. 3. Added a second First/Last name to record additional contact names. ========================================================================= B&B SALELEAD version 3.4 changes 3-1-91 ========================================================================= 1. Corrected "packing routine" in files accessed through F1. 2. Included an F3 key option to allow access to a file called Product which you can load with product information for instant access. ========================================================================= B&B SALELEAD version 3.6 changes 9-10-91 ========================================================================= 1. Phone dialing wasn't always working properly. ========================================================================= B&B SALELEAD version 3.7 + 3.8 changes 10-20-91 ========================================================================= 1. Improved Editing in All-In-One screen to allow more 'Y N ' variations. ========================================================================= B&B SALELEAD version 3.9 changes 01-10-92 ========================================================================= 1. Forced prompt to print follow-up listings for Distributers/Sales Reps.