Cream of the Crop 1/Cream of the Crop 1.iso/BUSINESS/CC33A1.ARJ/CLIENTS.HLP

Clarion Help | 1992-07-27 | 30KB | 500 lines

FINAL
Clients & Contacts 3.3a Copyright 1990,1991,1992
Blue Moose Software
230 Old Turnpike Road
Barrington, New Hampshire 03825
CompuServe 71240,460
[phone]
  clients & contacts designed and written by bob orsillo
- Enter For More -
. BASE2
 Clients & Contacts gives you the option of creating either
 a Product Invoice - a Service Invoice or both.
 To use the Product Invoice you set up your product data
 first as this data is entered automaticly into your invoice
 via pop up windows. Select "Setup Product Data" from the
 "Invoice" menu.
 To use the Service Invoice you simply fill out the form.
Press [Enter] for more
. BASE3
 "Create Invoice" this menu item will offer a choice of
  Product or Service Invoice.
  An Invoice form is displayed. Press [Enter] on the
  Company field to bring up a list of Clients. Highlight
  the Client to Invoice and press [enter]. Client data is
  entered into the proper fields automaticly.
  Enter and Invoice number or press [enter] to accept the
  default.
Press [Enter] for more
BASE4
  Enter a Billing Date. (Todays date is displayed under
  Client information.
  You now have ten lines to enter either product sales or
  services.
  If you are using the Product Invoice pop up windows with
  a list of your products call be called by typing any
  letter into the "Part Number" field and pressing [Enter].
  Simply highlight your Product and press [Enter] to include
  Product data into your invoice.
Press [Enter] for more
MAIN
  Print Invoice. This menu item will offer you a choice of
  printing out your Product Invoice or Service Invoice.
  You can filter and print out just one, a group or all.
  you can also display Invoices on your screen for review
  or save them in a text file.
WFINAL
Client List
 This select table offers all your clients listed and sorted
 by company name.
 To enter aclients name in the field, highlight and press
 [enter]
 To search for a clients name - start typing your clients
 company name, and the highlight bar will jump to the
 closest match.
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eFINAL
Default Data
Enter your name on the first line.
(Or any name you'd like).
Enter your company name on the second line.
(Or any name you'd like).
If you would like to run your word processor from inside
this program enter the name of your wp in the first
field and the startup command in the next.
- Enter For More -
 The Previous Help Screen Was The Final
Help Screen For That Topic.
Please Press
[F1] For The Original Help Screen
[Enter] To Quit Help
>11>>
.FINAL
 #Hot Keys
From All Screens:
.  Help
From View Tables:
.  Search Notes Page
ALT+C
 Copy Highlighted Record
GRAY+
 Add Records In Batch Mode
INSERT
 Add Records One by One
DELETE
 Delete Highlighted Record
ENTER
 Edit or View Highlighted Record
From Data Entry Form:
.  Look Up Zip Codes (zip code field)
ATL+M
 Data Form Menu
Control+Enter
 Save
Control+Esc
 Abort
From Notes/Letters:
.  Print Notes/Letters
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DFORM_3
CFORM_4
RMAIN
Adding Records To Clients & Contacts
 From any View Table press [INS] single record or Gray+ batch mode.
 You may use as many or as few of the data entry fields as you would
 like.
 If you do not use the "Company" field or the
 "First & Last Name" field your record will not appear in the View
 Table.
 Records are saved automatically when the Enter Key is pressed on the
 last field or by pressing [control + enter] from any field.
 Use [page down] to move through the three data entry forms. Or press
 ALT+M to select a data entry form from a menu.
Deleting Records
Changing Records
Return To Main Help Menu
AFORM_1
DFORM_3
CFORM_4
MMAIN
The Data Entry Form
Adding Records:
Press Ins or Gray+ from a View Table and the Data Entry Form will pop up.
You will now be able to add records to your database.
After each record is completed it is automatically saved and a blank
record is displayed. When you are finished adding records press ESC
to return to the View Table.
  Changing Records:
  Highlight the record to be changed. Press Enter. The Data Entry Form will
display the record to be changed. Make any changes you'd like.
Press Control Enter to save changes, and return to the View Table.
Press Control Esc to abort changes and return to the View Table.
  Deleting Records:
  Highlight the record to be Deleted. Press the Delete Key.
The Data Entry Form will display the record that is to be Deleted.
Press Enter to Delete Record and return to the View Table.
Press Esc to return to the View Table without the Record being
Deleted
Adding Records
Deleting Records
Changing Records
Main Help Menu
AFORM_1
CFORM_4
DFORM_2
MMAIN
Deleting Records
To Delete a Record from your database.
From any View Table highlight a record to Delete.
Press the DELETE Key.
The Data Entry Form will display the Record that is to be Deleted.
Press Enter to Delete Record.
Press Esc to return to the View Table without Deletng the record.
Adding Records * Changing Records * Data Entry Form * Main Help Menu
DFORM_3
AFORM_1
RMAIN
Changing Records
 To change the data in a record you have already added to the Database.
Highlight the record you'd like to change and press Enter.
 The Data Entry Form will display the record to be changed. Make the
changes needed and press Control + Enter to save changes. Or press
Enter on the last field to save changes. Pressing Esc will return
you to the View Table without saving the changes you made.
Deleting Records  Adding Records
Return To Main Help Menu
Notes & Letters
 This option allows you to create form letters and memos.
 The notes and letters you create here can be sorted by
 either zip/postal code or company name.
 Do Not include "Dear" as this is added by the program. But
 do include a closing. i.e. "Sincerely" or "Best Wishes"
 The title you enter will be displayed in a scroll table
 for future use or editing.  You may have as many notes -
 memos or letters as you would like.
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 FINAL
Sort Options
 This allows you to filter your letters or memos to a
 selected group of clients either by zip/postal code or
 client company name.
 Letters and memos can be sent to one client, a selected
 group of clients or all your clients.
- Enter For More -
 FINAL
Company Sort
 This form allows the sort to be done on company name.
 Press [enter] on the Start With field to display a list of
 Client names.  Highlight a client and press [enter].
 This will be the first name printed.
 Do the same on the End With field.  A letter will be
 for each client who's name falls between "Start With" &
 "End With"
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 FINAL
Zip\Postal Sort
 This form allows the sort to be done on zip\postal code.
 Press [F3] on the Start With field to display a list of
 zip\postal codes. Highlight a zip\postal and press [enter].
 This will start the range to be printed.
 Do the same on the End With field.  This will end the
 range tobe printed.
 Press [enter] of the Select Note/Letter field to select a
 "note or letter.
- Enter For More -
.FINAL
Letters & Memos
  This option allows you to create form letters and memos.
  You can then send them off to one client a group of
  clients or all your clients.
  Clients records can be grouped on zip/postal code or
  company name then printed.
- Enter For More -
DFORM_2
LTABLE_1
SSEARCH
PPRINT_1
OOPT_1
HFKEYS
AABOUT
Clients & Contacts Help Menu
Data Entry Forms
Lookup Tables
Searching For A File
Printing Reports
Options Menu
Hot Keys
About
?FINAL
 !Options Menu
The Options Menu gives you basic information about your system.
The System Time & Date
Conventional Memory
Number Of Client Records
Number Of Zip/Postal Codes
Assigned Printer
Assigned Word Processor
Path For Program Files
Default Name
Optimize Databases:  This will open a submenu. Select Database press
Enter. This will Reindex, Pack, and reclaim
unsed space in each data file. Keeping files as
small and fast as possible.
Change Default Name: Change the name that appears on Program and Report
Headers.
Export Data Files:
Export Clients & Contact Data Files to DBF, DIF, ASCII
- Enter For More -
iFINAL
Printer Select
 To connect a printer - press [enter] and select the needed
 printer list. Dot Matrix for Dot Matrix and Daisy Wheel and
 Laser for Laser Printer.
 Start typing your printers name and the highlight bar will
 move to the closest match.  Place the highlight bar over
 your printers name and press [enter].  If you printer is
 not listed select a  "work a like" see your printer
 manual for this information.
- Enter For More -
 FINAL
 !Options Menu
The Options Menu gives you basic information about your system.
The System Time & Date
Conventional Memory
Number Of Client Records
Number Of Zip/Postal Codes
Assigned Printer
Assigned Word Processor
Path For Program Files
Default Name
Optimize Databases:  This will open a submenu. Select Database press
Enter. This will Reindex, Pack, and reclaim
unsed space in each data file. Keeping files as
small and fast as possible.
Change Default Name: Change the name that appears on Program and Report
Headers.
Export Data Files:
Export Clients & Contact Data Files to DBF, DIF, ASCII
- Enter For More -
 FINAL
Printing Reports & Mailing Labels
  Select Print Menu from the Main Menu.
A list of Reports and Mailing Labels will pop up. Select the one
you want and press Enter. A Menu will pop up allowing you to filter
your report. The filter fields are case sensitive.
  Next you will have the option of sending your report or labels to a File,
the printer or computer screen.
If you are sending the report or label to the printer; you can print
out any number of copies you would like and  use any printer connected
any LPT port or Com Port.
If you selected Screen
 Your report will be sent to your monitor.
Use the arrow keys to view the report.
If you selected File
 You will be prompted for a file name. You
may also include a drive & directory if you wish.
EXAMPLE C:\WORDSTAR\PERSONAL.TXT
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lFINAL
Searching For A File
<F8> Search Memo Field:
Use this function to search for any word or phrase in the memo
field.
All the records that meet your search will be displayed in the
Seach View Table in scroll fashion.
Hot Field Search:
Start typing and the highlight bar will move to the closest match.
- Enter For More -
RMAIN
VTABLE_2
TFORM_2
View Table Sorted By Company Name
This View Table will list all your records in alphabetical order.
The records will first be listed by company name. If a company name
appears more than once a second sort will be done. The second sort
will use the last name of the "Person To Contact".
The following may be done at any View Table:
Insert or Gray+
 Add Records
Delete
." Delete Records
.& Search Memo Field
Enter
.# Edit Records
ALT+C
.# Copy Highlighted Record
Arrow Up or Down
 Browse Records One By One
Page Up or Dowm
 Browse Records Page By Page
.% Return to the Opening Screen
 Return To Main Help Menu
View Table Sorted By Date
The Data Entry Form
RMAIN
VTABLE_1
TFORM_2
View Table Sorted By Contact Date
This View Table will list all your records by contact date in reverse
order.
The records will first be listed by company name. If a company name
appears more than once a second sort will be done. The second sort
will use the last name of the "Person To Contact".
The following may be done at any View Table:
Insert or Gray+
 Add Records
Delete
." Delete Records
.& Search Memo Field
Enter
.# Edit Records
ALT+C
.# Copy Highlighted Record
Arrow Up or Down
 Browse Records One By One
Page Up or Dowm
 Browse Records Page By Page
.% Return to the Opening Screen
 Return To Main Help Menu
View Table Sorted By Company  The Data Entry Form
 FINAL
Tickler Table
Records are displayed based on the call back option.
(data entry form three)
When a clients record equals or is greater than the
number of days you enter in the "call back" field, the
record(s) will be displayed in this table.
- Enter For More -
?FINAL
Company Sort
 This form allows the sort to be done on company name.
 Press [enter] on the Start With field to display a list of
 Client names.  Highlight a client and press [enter].
 This will be the first name printed.
 Do the same on the End With field.  A letter will be
 for each client who's name falls between "Start With" &
 "End With"
- Enter For More -
?FINAL
Zip\Postal Sort
 This form allows the sort to be done on zip\postal code.
 Press [F3] on the Start With field to display a list of
 zip\postal codes. Highlight a zip\postal and press [enter].
 This will start the range to be printed.
 Do the same on the End With field.  This will end the
 range tobe printed.
 Press [enter] of the Select Note/Letter field to select a
 "note or letter.
- Enter For More -
 FINAL
Call Back Option
 Only client records that have reached or passed the user
 entered call back date, (number of days, data form 3)
 will be printed.
- Enter For More -
?FINAL
Company Sort
 This form allows the sort to be done on company name.
 Press [enter] on the Start With field to display a list of
 Client names.  Highlight a client and press [enter].
 This will be the first name printed.
 Do the same on the End With field.  A letter will be
 for each client who's name falls between "Start With" &
 "End With"
- Enter For More -
?FINAL
Company Sort
 This form allows the sort to be done on company name.
 Press [enter] on the Start With field to display a list of
 Client names.  Highlight a client and press [enter].
 This will be the first name printed.
 Do the same on the End With field.  A letter will be
 for each client who's name falls between "Start With" &
 "End With"
- Enter For More -
?FINAL
Company Sort
 This form allows the sort to be done on company name.
 Press [enter] on the Start With field to display a list of
 Client names.  Highlight a client and press [enter].
 This will be the first name printed.
 Do the same on the End With field.  A letter will be
 for each client who's name falls between "Start With" &
 "End With"
- Enter For More -
 FINAL
Notes - Form 2
 The header of the notes page (data entry form 2) displays
 last contact date and number of days that have passed.
 This is based on your computers date.
 Client company, name, title and telephone numbers are also
 displayed.
 Freeform notes allow you to enter telephone conversations
 or additional personal information.
- Enter For More -
 FINAL
Tickler - Form 3
 To set a future call back tickler, Enter the date of your
 last contact with this client.  Then enter the number of
 days in the future to call on this client.
 When the set number of days passes this record will be
 displayed on the Tickler Table.
 [F8] Will change your computers date.
- Enter For More -
WFINAL
Print Menu
 Select one of the print options and press [enter].
 A range selector will help you filter and print only the
 client records you want.
 You have the option of printing one or many copies to any
 printer connected to your computer.  Display reports or
 labels on screen. Or copy them to a text file.
- Enter For More -
WFINAL
Company Sort
 This form allows the sort to be done on company name.
 Press [enter] on the Start With field to display a list of
 Client names.  Highlight a client and press [enter].
 This will be the first name printed.
 Do the same on the End With field.  A letter will be
 for each client who's name falls between "Start With" &
 "End With"
- Enter For More -
!ABOUT
BASE    x
BASE2
BASE3   R
BASE4
CC
CONTROL
FINAL   I
FKEYS
FORM_1  F
FORM_2
FORM_3
FORM_4
L1      "'
L2      r*
L3
L5
LETTERS 83
MAIN
OPT     u8
OPT1
OPT_1
PRINT_1 hD
SEARCH  @I
TABLE_1 DL
TABLE_2
TICKLER PU
Z10
Z11
Z12
Z13     E`
Z15     Fc
Z16     Gf
Z2      Hi
Z3      0l
Z8
Z9