The Business Master (3rd Edition)

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Text File | 1992-01-19 | 12.6 KB | 286 lines

Overview: All Reports fit into a standard briefcase! All of the reports are printed out on standard 8 1/2" by 11" computer ì paper, so that you can carry this information with you when you are on the ì road. This frees you from having to be tied to your computer into order to ì retrieve Client data. For example, while you are in a hotel room at 10PM, ì you can refer to your reports to answer questions such as: "Who are my ì Clients in Denver, the names of the contacts at each company, their phone ì numbers, and what comments have I recorded about them in the electronic ì Rolodex [TM] as well as on any subsequent prospecting phone calls I made to ì them?" At the bottom of your screen, you will observe this phrase: "Category Selected." With this option, you can "layer-in" up to 99,999,999 different layers or ì groupings of Clients. Once you identify a new group of Clients, such as a ì newly-purchased mailing list, you can separate them by assigning a unique ì CATEGORY number to the group while you are entering their information into ì the Person file. This "layering" effect will then apply to the data whenever you wish to ì print labels or reports. The data will appear to be grouped into the ì categories that you designated. For more information on how this works, go to the Main Program Menu and ì enter option 8, 'Select Category'. ============== | OPTION 1: | ============== Option 1 produces one report from the Client file. You have these ì selections available: 1 = report based on company name, no Form Feed 2 = report by last name 3 = report by first name 4 = report by city 5 = report by category, then company name 6 = report by phone 7 = report by state 8 = report by zip code 9 = report by 'referred by' 10 = report by address, line 1 [see Help file at Reports Menu for logic] 11 = report by company name, with Form Feed 12 = Day-timer [TM] Sr, by last name 13 = Day-timer [TM] Jr, by last name è 14 = Day-timer [TM] Sr, by Company name 15 = Day-timer [TM] Jr, by Company name 16 = report by Priority, if any 17 = Modified company name, no Form Feed Selections 1 and 11 are similar. Selection 1 will run all records together ì on a page, while number 11 issues a form feed to the printer every time a ì new company name appears. === Options 12 through 15 === For those of you who are currently using Loose-Leaf Day-Timers [TM], this ì program will print on continuous forms that Day-Timers [TM], Inc. sells. ì Once removed from their perforations, these continuous forms become loose ì sheets that you can insert into either their Junior or Senior Desk Loose-ì Leaf binders. This program will create an alphabetized 'Address and Phone Directory,' ì with page breaks between each new letter of the alphabet. If you wish to print an 'Address and Phone Directory' for just one letter ì iεá thσá alphabet¼á theεá g∩ t∩ thσ Selectioε Criterißá Menu¼á anΣá observσ ì selectioε 4: 4) Select by character: leftmost character used [first/last name, company, city] If you wish to select only those records that BEGIN with the letter or ì letters your enter, then this selection will retrieve those records that ì start with the leftmost character or characters you requested. === Note on logic of address line one: === The program will attempt to sort first by street, then by number. ì Specifically, this report looks for the first blank space and then assumes ì that the characters to the left are the street numbers while the characters ì to the right are the street name. Let's say, for example, that you had ì entered these lines for address line one in three records: '1103 Elm Street' '152 Elm Street' '5 Elm Street' The report would see the first space in '1103 Elm Street' and would split ì out '1103' as the street number and 'Elm Street' as the street name. All ì records would then be sorted first by street name, then by street number. ==╜ Notσ oε logiπ oµ Optioε 17║ === Iε thi≤ "ModifieΣ compan∙ nameó Report¼á thσ prograφ create≤ aε inde°á tha⌠ ì display≤ thσ name≤ iε thσ orde≥ oµ compan∙ name¼ unles≤ i⌠ detect≤ tha⌠ thσ ìècompan∙á namσ i≤ thσ samσ a≤ thσ firs⌠ anΣ las⌠ namσ placeΣá together«á Iε ì thi≤ case¼á i⌠ place≤ thσ applicablσ recorΣ iε thσ orde≥ oµ thσ las⌠á name¼ ì witΦ thi≤ tex⌠ displayeΣ iε thσ record: [Indexed as Sax] ============== | OPTION 2: | è ============== Option 2 generates one report from the Activity file. You have eight ì selections to choose from: 1 = Activity report sorted by Company Name, no Form Feed [without address] 2 = Activity report sorted by date activity created 3 = Activity report sorted by city, then date created 4 = Activity report sorted by state, then date created 5 = Activity report sorted by zip, then date created 6 = Activity report sorted by Area Code, then date created 7 = Activity report sorted by Company Name, with Form Feed 8 = Activity report sorted by Company Name, no Form Feed [with address] 9 = Activity report sorted by callback date, if any. Selection≤ ▒ anΣ ╖ arσ similar«á Selectioε ▒ wil∞ ruε al∞ record≤ togethe≥ ì oεá ß page¼á whilσ numbe≥ ╖ issue≤ ß forφ feeΣ t∩ thσ printe≥ ever∙ timσá ß ì ne≈ compan∙ groupinτ oµ activit∙ record≤ appear. Selection≤ ▒ anΣ ╕ arσ thσ samσ report¼ excep⌠ tha⌠ repor⌠ onσ exclude≤ thσ ì addresse≤ whilσ repor⌠ eigh⌠ include≤ them. Repor⌠á numbe≥ ╣ display≤ thosσ activit∙ record≤ tha⌠ havσ ß callbacδá datσ ì anΣ onl∙ those¼ witΦ thσ mos⌠ recentl∙ scheduleΣ callbacδ first« Activit∙ ì record≤á withou⌠á ß callbacδ datσ arσ excludeΣ froφá thi≤á selection«á Iε ì repor⌠ 9¼á thσ datσ rangσ yo⌡ selec⌠ iε Optioε 3¼á iµ any¼á refer≤ t∩ thosσ ì date≤ wheε thesσ record≤ wherσ firs⌠ entered« A⌠ thi≤ selection¼ yo⌡ caε ì selec⌠ als∩ b∙ thσ datσ rangσ oµ thσ callbacδ itself« ============== | OPTION 3: | ============== Option 3 is to change the start or stop date of the summary. It defaults to these dates: START DATE :'01/01/1901' STOP DATE :'12/12/2999' This means that any summaries that you generate will be for a 999 year ì period. Let's say that you would like to examine activities for a two week ì period, during which you were on the road visiting a Client. In that case, ì go to option 3 and enter the date on which the two week period began as the ì START date, and the date on which the two week period ended as the END ì date. Now your reports will reflect just that two week period. [Note: The date selection feature refers to when the records was ì originally entered into the system.] ============== | OPTION 4: | è ============== 4⌐ Selec⌠ ou⌠ an∙ comment¼ city¼ state¼ zi≡ o≥ Clien⌠ fo≥ report[s]« Thi≤ ì wil∞á allo≈á yo⌡ t∩ selec⌠ an∙ worΣ o≥ phrasσ a≤ ßá basi≤á fo≥á creatinτ ì reports«á Whateve≥ commen⌠ yo⌡ select¼á thi≤ criteriß wil∞ bσ applieΣ ì t∩ option≤ ▒ o≥ ▓ iε thi≤ menu. ============== | OPTION 5: | ============== Category Consolidation: At this option, you can base your reports on either a range of categories ì or a list of non-continuous individual categories . For example, if you ì had selected a range, then you could combine all records from categories 1 ì through 50. You can select any size range, from a range of 50 to a range ì of 50,000 categories. If you had selected to input a non-continuous list ì of categories, then you could enter up to 200 categories for consolidation, ì such as to combine categories 10, 11, 15, and 20. Note that this Category Consolidation logic is available in these three ì locations in the program: 'Reports for Clients and Activities' [Main Program Menu, Selection 3] -----> where you are now <------- 'Appointments Menu' [Main Program Menu, Selection 7] 'Base Station/Remote Site Consolidation Menu' [Main Program Menu, Selection 9] ============== | OPTION 6: | ============== This option will insert the memo field into the reports generated by ì options 1 and 2. Once selected, you can specify the number of characters ì brought into the report from each memo. ============== | OPTION 7: | ============== "7) Create 'cascading' Report [multi-level,dynamic sort]" [Client File] èWith this selection, you can define the number of sorts in a report and ì enter those selected in any order you wish. Here is the order of sorts ì and the codes as displayed within option 7: ========================================================================= | In selecting the order of sorts, observe the following codes: | | 0 = sort list completed [entered last] 6 = sort by phone 1 = sort based on company name [no Form Feed] 7 = sort by state 2 = sort by last name 8 = sort by zip code 3 = sort by first name 9 = sort by 'referred by' 4 = sort by city 10 = sort by address, line 1 5 = sort by category 11 = sort by priority | 12 = sort by company name | [with Form Feed] | ========================================================================= Let's say that you want list all records by state. Within each state, you ì wish to see the zip codes in ascending order. To create this you would ì select these two codes: '7' then '8'. The program then creates a 'cascading' index and gives you the option to ì either print or to send to 'VIEW.TXT'. Another example would be if you want to see all priorities. Within each ì priority, let's say, would be ordered all zip codes. Within each zip code, ì in turn, would be records sorted by first name. Here are the codes to ì enter, and in this order: '11', then '8', followed by '3' Upon completing this selection, you can also invoke the Counter option, ì whereby you identify and count how many items are within any one sort. ============== | OPTION 8: | ============== "8) Graph date of entry" You can select a graphical image of the data of entry for the two main ì files. Your choices are: 1 = Client file 2= ACTIVITY file è Option 8 displays a graphics image of bars and symbols to show you what the ì date of entry was for records you had entered for any 14 day period. This option is intended as display-only, unless you have a graphics printer ì to which you "dump" the image by pressing [SHIFT] [PRINTSCREEN].