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┌────────────────────────────────────────────────────┐ │ │ │ LeadMan │ │ Personal Contact Organizer │ │ Version 1.5 │ │ │ │ Copyright (c) 1991 by Mentor Computer Consulting │ │ Michael D. Logue │ │ All Rights Reserved │ └────────────────────────────────────────────────────┘ LICENSE AGREEMENT AND WARRANTY LEADMAN SOFTWARE LICENSE AGREEMENT This software and printed documentation are copyrighted products of myself and of Mentor Computer Consulting, and are protected by both United States copyright law and International Treaty provisions. As the purchaser of this software, you are allowed to make archival copies solely for your own purposes and to protect your investment in the software from loss. You may NOT transfer any copy or copies of this software to any person or organization UNLESS you transfer ALL of the copies that you own, and there is NO POSSIBILITY that the software can be used by two or more persons at different locations at the same time. For example, should you wish to sell or give away your copy of the software, you may do so provided that you transfer the original disk(s) and manuals to the new owner, and either erase any other copies you may have, or transfer these copies to the new owner as well. You may not copy this printed manual in any way. WARRANTY With respect to the physical diskette and physical documentation enclosed herein, Mentor Computer Consulting warrants the same to be free of defects in materials and workmanship for a period of 60 days from the date of purchase. In the event of notification within the warranty period of defects in material or workmanship, Mentor Computer Consulting will replace the defective diskette or documentation. The remedy for breach of this warranty shall be limited to replacement and shall not encompass any other damages, including but not limited to loss of profit, special, incidental, consequential, or other similar claims. Mentor Computer Consulting specifically disclaims any other warranties, expressed or implied, including (but not limited to) implied warranties of merchantability and fitness for a particular application. In no way shall Mentor Computer Consulting be liable for loss of profit or any other commercial, special, incidental, consequential, or similar damages. LeadMan Personal Contact Organizer - Shareware This program is user supported shareware. The fee requested for registration is only twenty dollars ($40.00). Users who register will get the next update free. Registered users will also be notified about other low cost shareware products as they are released. If you would like to use LeadMan on more than one computer, contact me by phone or mail regarding low cost site licenses for your company or organization. Mail the registration form at the bottom of this page with a check or money order for $40.00 to the address listed below. Michael D. Logue Mentor Computer Consulting 4753 Belle Meadow Road Mentor, OH 44060 Ph. 216-257-7844 CompuServe I.D. 76467,1027 -------------------------------------------------------------------------- Name _______________________________________ Address _______________________________________ City/St/Zip _______________________________________ Computer Model ________________________________ Printer Model ________________________________ Number of copies _____ x $40.00 ________ I would like to register my copy of LeadMan, the Personal Contact Organizer. Enclosed find my check or money order for ___________. Please notify me about updates, new software releases, or customized business applications. Signature: ___________________________________ Mail Registration fee to: Mentor Computer Consulting 4753 Belle Meadow Road Mentor, OH 44060 Thank You for Supporting Shareware! This program can be easily adapted to individuals hardware and procedural requirements. If such a need arises, such as a printer definition not supplied with the shareware version, or the ability to run this program on a network, please contact me in regards to customization or additional requirements. Planned enhancements (as of February 25 1991): 1. Modem/Phone Dialer. 2. Multiple user calendar/appointment files. 3. Group scheduling and reporting. 4. Schedule/appointment contention warning. The Shareware concept: Shareware IS NOT freeware. The programs, documentation, and associated files are not in the public domain. If you use this product, find it useful, and have passed a certain 'trial period' you are expected to register. This trial period is thirty (30) days. Registration provides for the continued support, modification, and enhancements to be made. Registration also grants the user addition support in the area of printed documentation, telephone and BBS support, and access to upgrades as they become available. As specified in the License portion of this document, you are only permitted to make archival copies for backup and to protect yourself from loss. You can however, make copies of the shareware version in order to distribute it among friends, co-workers, etc., as long as ALL the files, documentation, and programs are included with the copies. After all, that is the whole idea behind SHAREWARE. NOTE to BBS Sysops, disk vendors, and others involved in the usual shareware marketing chain: This section provides information for disk vendors on the distribution of Leadman, the Personal Contact Manager. Please note that our policy on distribution of LeadMan by disk vendors is the same for both commercial vendors and non-profit user group libraries. We would be pleased to work with you in the distribution of our product, as disk vendors and user groups are an important part of the shareware distribution system. We will also do our best to keep you up to date with the latest version. Clearly explain the shareware concept, the need for users to register products they use, and the fact that the price of your disks is a copying fee only and does not constitute payment for the product. The material must also differentiate between shareware and public domain software. We aren't concerned with what language you use or how concise or detailed the information is, but it must explain these basic concepts or we will not be confident that users are fully informed about what they are (and are not) purchasing. It is not sufficient to state that you explain these issues to customers in person, it must be reflected in your written materials. What is LeadMan? LeadMan is a personal contact and time management system that combines information about people you know, things you do, places you go, and what you think, into one menu accessed computer application. Each section of the application (the Contact Manager, Time Manager, and Notebook) allows for keeping information about the particular subject in note files associated with each record. ╔═════════════════════════════════════════════════════╗ ║ LeadMan - Personal Contact Organizer ║ ╠═════════════════════════════════════════════════════╣ ║ ║ ║ ║ ║ ┌──────────────────┐ ║ ║ │ Contact Manager │ ║ ║ │ Time Manager │ ║ ║ │ Notebook │ ║ ║ │ Reporting System │ ║ ║ │ Word Processor │ ║ ║ └──────────────────┘ ║ ║ ║ ║ ║ ║ ║ ║ ┌──────────────────┐ ║ ║ │ Other Options │ ║ ║ │ Quit │ ║ ║ └──────────────────┘ ║ ║ ║ ║ ║ ╠═════════════════════════════════════════════════════╣ ║ Copyright (c) 1991 by Mentor Computer Consulting ║ ║ All Rights Reserved ║ ╚═════════════════════════════════════════════════════╝ From the main menu that looks like the above illustration, your can access each function of LeadMan by using the <up> and <down> cursor keys (arrows) or by pressing the first letter of your choice and then pressing the <Enter> key. The consistent use of the <ENTER>, <INSERT>, and <DELETE> keys is from the table screens. <ENTER> is always used to display or change information, <INSERT> or <INS> is always used to ADD records, and <DELETE> or <DEL> is always used to remove information. Another consistency is the use of <CTRL> key sequences to execute other functions. For example, while in the Contact section <CTRL-N> will bring up the NOTES associated with the contact record you are currently working on. The same key sequence is used in the Time Manager section to bring up NOTES for the day you are accessing. <CTRL-Enter> is used whenever you want to save a NOTE you are working on, and <CTRL-ESC> is used to abandon any changes and EXIT want you are working on. In two instances, <CTRL-ESC> is also used to EXIT a section. The first instance is when you are accessing the Time Manager, the second instance is when you want to exit LeadMan completely (from the Main menu). A final word on special keys: From anywhere in the application the F1 key will access the HELP system supplied with LeadMan. I've tried to anticipate where users will have the most problems, but I am sure to miss a few. Your feedback on improving the HELP system will be GREATLY appreciated. **** NOTE **** Since these user defined fields are recorded in each record, I STRONGLY SUGGEST that the first thing you do when use this system is SET UP YOUR OWN USER FIELD DEFINITIONS. I have included this suggestion with the README accompanying this software in order to reinforce this suggestion. The next page of this document gives some samples of fields that you may want to consider when using this program. User Defined Fields: LeadMan as supplied DOES NOT contain useful definitions for the User Defined fields that are used in the Contact section. The main menu option 'Other Options, when selected will bring up a screen similar to this: ╔═════════════════════════════════════════════════════╗ ║ LeadMan - Personal Contact Organizer ║ ╔═══════════════════════════════════╗════════════════════════╣ ║ Set User Options Menu ║ ║ ╠═══════════════════════════════════╣ ║ ║ ║───────┐ ║ ║ ┌─────────────────────────────┐ ║anager │ ║ ║ │ Set User Field Descriptions │ ║ager │ ║ ║ │ Reorganize Files │ ║ok │ ║ ║ │ Set Word Processor │ ║System │ ║ ║ │ │ ║essor │ ║ ║ │ │ ║───────┘ ║ ║ │ Quit │ ║ ║ ║ └─────────────────────────────┘ ║ ║ ║ ║ ║ ║ ║───────┐ ║ ╚══════════════════════════╤════════╝tions │ ║ ║ │ Quit │ ║ ║ └────────────────┘ ║ ║ ║ ║ ║ ╠═════════════════════════════════════════════════════╣ ║ Copyright (c) 1991 by Mentor Computer Consulting ║ ║ All Rights Reserved ║ ╚═════════════════════════════════════════════════════╝ After selecting 'Set User Field Descriptions', another window will open and you will see the following: ╔═════════════════════════════════════════════════════╗ ║ LeadMan - Personal Contact Manager ║ ╔═══════════════════════════════════╗════════════════════════╣ ║ Set User Options Menu ║ ║ ╠═══════════════════════════════════╣ ║ ║ ╟───────┐ ║ ║ ┌────────────────────────────┐ ║anager │ ║ ║ │Set User Field Descriptions │ ║ager │ ║ ║ │ Reorganize Files ╔╧══════════╧════════════════════════╗ ║ │ Set Word Processor ║ User Field ║ ║ │ ║ Descriptions ║ ║ │ ╠════════════════════════════════════╣ ║ │ Quit ║ Category ║ ║ └───────────────────────────╢ Type ║ ║ ║ PC Model ║ ║ ║ Hardware ║ ╚═══════════════════════════════║ Software ║ ║ ║ Title ║ ║ ║ Last Call ║ ║ ║ Memo ║ ║ ║ ║ ╠════════════════════════╠════════════════════════════════════╣ ║ Copyright (c) 1991 by║ to Select Ctrl-Enter to Save ║ ║ All Ri║ Ctrl-Esc TO Quit ║ ╚════════════════════════╚════════════════════════════════════╝ Some suggestions on User Fields: Enter definitions that are more or less pertinent to your line of work or interest. Enter things like Title, Secretary, Wife, Kids, Car Model, Birthday, PC model, Last Call, Software, Business Type, Account Number, Customer Number, etc. You can, of course, always change them later, but in order to keep what information you enter into these fields consistent, changing them at a later time would mean accessing every record and making the changes by hand. If you set up meaningful definitions in the first place, you may never have to go back and make changes later. ALSO, the FIRST TWO USER FIELDS CAN BE USED AS KEYS TO DO SPECIALIZED ACCESS TO THE DATABASE. These fields should contain information that has a special relationship to the data you are recording. To change an entry in the Users Fields Table, Highlight it using the cursor control keys ( the <UP> and <DOWN> arrows), and type in the information. Press <Enter> to record the changed field and proceed to the next one. Press 'CTRL-ENTER' to save your changes and return to the 'Other Options' menu. For purposes of this documentation, the Contact screens will contain the following User field definitions: User1 Category User2 Type User3 PC Model User4 Hardware User5 Software User6 Title User7 Last Call User8 Memo After the User fields have been defined, you are ready to begin entering your Contact information. The Contacts Section: The Contact section is where you enter the names, addresses, phone numbers, and other pertinent information about the people you have contact with. Sounds simple enough right. In addition to the information you keep in the individuals record, you can also keep a note record assigned to each individual record. At this time, to make sure the record can be processed properly, the note is limited to about 16,000 bytes (about eight pages of printed text). When the <ENTER> key is pressed on the Contacts item from the main menu, your screen will change to something that looks like the following: ╔═════════════════════════════════════════════════════╗ ║ LeadMan - Personal Contact Organizer ║ ╠═════════════════════════════════════════════════════╣ ║ ║ ║ ║ ║ ┌────────────────────┐ ║ ║ │ Contact Manager │ ║ ║ │ Time Manager ╔═╧══════════════════════════╗ ║ │ Notebook ║ LeadMan - Contact Manager ║ ║ │ Reporting System╠════════════════════════════╣ ║ │ Word Processor ║ ║ ║ └──────────────────╢ ┌──────────────────┐ ║ ║ ║ │Record by Date │ ║ ║ ║ │Record by Name │ ║ ║ ║ │Record by Company │ ║ ║ ┌──────────────────╢ │Record by User 1 │ ║ ║ │ Other Options ║ │Record by User 2 │ ║ ║ │ Quit ║ │ │ ║ ║ └──────────────────╢ │ Quit │ ║ ║ ║ └──────────────────┘ ║ ║ ║ ║ ╠═══════════════════════════════════║ ║ ║ Copyright (c) 1991 by Mentor Com╚════════════════════════════╝ ║ All Rights Reserved ║ ╚═════════════════════════════════════════════════════╝ This menu shows the current methods of accessing the records in your contact file. As you can see, you can access your data by DATE (from low to high, old to new, from now till then, or however else you want to look at it). By NAME (taken as a whole - meaning by FIRST NAME). By COMPANY (again taken as a whole). And by the USER FIELDS you defined . The reasoning behind the explanations is not to allow for surprises such as companies beginning with the word 'THE' all showing up together. My suggestion is to follow the phone books example and basically ignore the 'The'. To make better use of the indexing capabilities of LeadMan, when you need to enter a company name like 'The Bunker Gallery', enter it as "Bunker Gallery, The" or simply "Bunker Gallery". You will see this technique used later in this document as I show more screens. The first time you enter a contact record it doesn't make any difference which item you use, because the system will detect that no records are present and automatically bring up the ENTRY SCREEN. The Contact Entry Screen: Upon entering a contact for the first time you will be presented with a screen that looks like this: ╔══════════════════╤══════════════════════════════════╤═════════════════════╗ ║ LeadMan │ Record will be Added │ 2/14/91 9:41 ║ ╠══════════════════╧════════════════╤═════════════════╧═════════════════════╣ ║Next Call │ ║ ║Name │ ║ ║Company │ ║ ║Address │ ║ ║Address │ ║ ║City State │ ║ ║Zip │ ║ ║Work │ ║ ║Home │ ║ ║FAX │ ║ ║Category │ ║ ║Type │ ║ ║PC Model │ ║ ║Hardware │ ║ ║Software │ ║ ║Title │ ║ ║Last Call │ ║ ║Memo │ ║ ╠═══════════════════════════════════╧═══════════════════════════════════════╣ ║ to Select Ctrl-Esc to Quit Ctrl-N for Notebook ║ ║ F1 - HELP Ctrl-Enter To Save Ctrl-C for Calendar ║ ╚═══════════════════════════════════════════════════════════════════════════╝ The screen is divided into two sections. The left half of the screen is where information concerning the contact is displayed. The right half of the screen is where the NOTES will 'pop-up' when <CTRL-N> is pressed. The section where "Category", "Type", etc. is displayed is where you can keep information tailored to your particular interests. For demonstration purposes, the user fields as I have them defined are as follows: User1 Category User2 Type User3 PC Model User4 Hardware User5 Software User6 Title User7 Last Call User8 Memo The cursor will be on the line marked 'Next Call' and will be waiting for input for the date and time you want to schedule a call on this contact. For ease of entering data, all the fields on this screen will automatically advance when the allocated space has been filled. Another area to pay close attention to is filling out of the 'Next Call', 'Name', 'Company', and the first two User Fields. Because these fields are used to create the index areas, careful consideration must be put on what information is entered. For example, one of the indexes is based on 'Next Call'. When entering the Contact system, you are prompted for which index to use to access the Contact data. The 'Record by Date' entry will only show Contact records that have information in the 'Next Call' fields of the record. This helps in creating quicker access to those contacts that have been specified as needing a follow-up phone call. The other side of this is to eliminate entries from showing up on the 'Record by Date' table is to bypass the date and time entries of the 'Next Call' field. If these entries are blank (or zeros) they will NOT be displayed in the table. The same idea holds true for the 'Name', 'Company', and 'User' fields. This allows for some flexibility in the creation of Contact records, and what records are displayed in the tables. After you have entered data into each field, the data will be stored to the CONTACT database. Any time you want to add a note to this record you can do so by pressing <CTRL-N>. A completed Contact record will look like this: ╔══════════════════╤══════════════════════════════════╤═════════════════════╗ ║ LeadMan │ Record will be Added │ 2/14/91 9:41 ║ ╠══════════════════╧════════════════╤═════════════════╧═════════════════════╣ ║Next Call 3/01/91 11:00 │ ║ ║Name Brian Donahue │ ║ ║Company Donahue and Associates, Co │ ║ ║Address 1234 Enterprise Blvd. │ ║ ║Address Suite 300 │ ║ ║City Cleveland State OH │ ║ ║Zip 44444 │ ║ ║Work (000) 555-5555 │ ║ ║Home (000) 555-4444 │ ║ ║FAX (000) 555-3333 │ ║ ║Category Current Client │ ║ ║Type Network Install │ ║ ║PC Model Compaq │ ║ ║Hardware │ ║ ║Software │ ║ ║Title President │ ║ ║Last Call 02/15/91 │ ║ ║Memo Needs update on pricing │ ║ ╠═══════════════════════════════════╧═══════════════════════════════════════╣ ║ to Select Ctrl-Esc to Quit Ctrl-N for Notebook ║ ║ F1 - HELP Ctrl-Enter To Save Ctrl-C for Calendar ║ ╚═══════════════════════════════════════════════════════════════════════════╝ If you decide to add a NOTE to this contact record, you can do so by pressing <CTRL-N>. A note window will popup in the right hand section of the screen and will show a menu for accessing the notes. To enter a note, select any of the menu items and press <Enter>. If this is the first time a note is entered for this contact, the update screen will automatically appear on the screen. The following is an example of the Notebook screen: ╔══════════════════╤══════════════════════════════════╤═════════════════════╗ ║ LeadMan │ Record will be Added │ 2/14/91 9:42 ║ ╠══════════════════╧════════════════╤═════════════════╧═════════════════════╣ ║Next Call 3/01/91 11:00 │ 2/14/91 9:42 C║ ║Name Brian Donahue │Description: ║ ║Company Donahue and Associates, Co.│Name: Andy Johnson ║ ║Address 1234 Enterprise Blvd. │Company: Johnson Consulting ║ ║Address Suite 300 ├───────────────────────────────────────╢ ║City Cleveland State OH│ ║ ║Zip 44444 │ ║ ║Work (000) 555-5555 │ ║ ║Home (000) 555-4444 │ ║ ║FAX (000) 555-3333 │ ║ ║Category Current Client │ ║ ║Type Network Install │ ║ ║PC Model Compaq │ ║ ║Hardware │ ║ ║Software │ ║ ║Title President │ ║ ║Last Call 02/15/91 │ ║ ║Memo Needs update on pricing│ ║ ╠═══════════════════════════════════╧═══════════════════════════════════════╣ ║ to Select Ctrl-Esc to Quit Ctrl-N for Notebook ║ ║ F1 - HELP Ctrl-Enter To Save Ctrl-C for Calendar ║ ╚═══════════════════════════════════════════════════════════════════════════╝ Notice that the date, time, Name, and Company are automatically entered in the note. Also notice that a 'C' appears in the upper right hand corner, this indicates that this note is 'attached' to a Contact record. The cursor is now positioned in the Description field, waiting for you to enter a description. After entering the description, the cursor will jump to the body area of the note. If the information you type passes the right edge of the screen, the words will simply wrap to the next line. To do any editing of the information you are typing, simply use the cursor keys, INS, DEL, and Backspace to make changes in the text. A contact record that has a note 'attached' to it will look like the following: ╔══════════════════╤══════════════════════════════════╤═════════════════════╗ ║ LeadMan │ Record will be Changed │ 2/14/91 9:41 ║ ╠══════════════════╧════════════════╤═════════════════╧═════════════════════╣ ║Next Call 3/01/91 11:00 │ ║ ║Name Brian Donahue │ ║ ║Company Donahue and Associates, Co │ ║ ║Address 1234 Enterprise Blvd. │ ║ ║Address Suite 300 │ ║ ║City Cleveland State OH │ ║ ║Zip 44444 │ ║ ║Work (000) 555-5555 │ ║ ║Home (000) 555-4444 │ There are NOTES for this Contact. ║ ║FAX (000) 555-3333 │ ║ ║Category Current Client │ ║ ║Type Network Install │ ║ ║PC Model Compaq │ ║ ║Hardware │ ║ ║Software │ ║ ║Title President │ ║ ║Last Call 02/15/91 │ ║ ║Memo Needs update on pricing │ ║ ╠═══════════════════════════════════╧═══════════════════════════════════════╣ ║ to Select Ctrl-Esc to Quit Ctrl-N for Notebook ║ ║ F1 - HELP Ctrl-Enter To Save Ctrl-C for Calendar ║ ╚═══════════════════════════════════════════════════════════════════════════╝ Once again, pressing <CTRL-N> will display the NOTE. The screen will change to one that looks like this: ╔══════════════════╤══════════════════════════════════╤═════════════════════╗ ║ LeadMan │ Record will be Changed │ 2/14/91 11:05 ║ ╠══════════════════╧════════════════╤═════════════════╧═════════════════════╣ ║Next Call 3/01/91 21:00 │ ║ ║Name Brian Donahue │ ║ ║Company Donahue and Associates , Co│ ╔═════════════════════════════╗ ║ ║Address 1234 Enterprise Blvd │ ║ Notebook Menu ║ ║ ║Address Suite 300 │ ╠═════════════════════════════╣ ║ ║City Cleveland State OH│ ║ ║ ║ ║Zip 44444 │ ║ ┌─────────────────────┐ ║ ║ ║Work (000) 555-5555 │ ║ │Notes by Description │ ║ ║ ║Home (000) 555-4444 │ ║ │Notes by Name │ ║ ║ ║FAX (000) 555-3333 │ ║ │Notes by Company │ ║ ║ ║Category Current Client │ ║ │Notes by Date │ ║ ║ ║Type Network Install │ ║ │ │ ║ ║ ║PC Model Compaq │ ║ │ Quit │ ║ ║ ║Hardware │ ║ └─────────────────────┘ ║ ║ ║Software │ ║ ║ ║ ║Title President │ ║ ║ ║ ║Last Call 02/15/91 │ ╚═════════════════════════════╝ ║ ║Memo Needs pricing update │ ║ ╠═══════════════════════════════════╧═══════════════════════════════════════╣ ║ to Select Ctrl-Esc to Quit Ctrl-N for Notebook ║ ║ F1 - HELP Ctrl-Enter To Save Ctrl-C for Calendar ║ ╚═══════════════════════════════════════════════════════════════════════════╝ You can then access the notes attached to this contact record by choosing the order in which you want them displayed and by pressing <Enter>. A table showing the entries will replace the menu. Assuming 'Notes by Date' was selected, the screen will change to one that now resembles this: ╔══════════════════╤══════════════════════════════════╤═════════════════════╗ ║ LeadMan │ Record will be Changed │ 2/14/91 9:42 ║ ╠══════════════════╧════════════════╤═════════════════╧═════════════════════╣ ║Next Call 3/01/91 11:00 │ Notes by Date ║ ║Name Brian Donahue │ Locate: ║ ║Company Donahue and Associates, Co ├───────────────────────────────────────╢ ║Address 1234 Enterprise Blvd. │ 2/14/91 9:42 'description' ║ ║Address Suite 300 │ ║ ║City Cleveland State OH│ ║ ║Zip 44444 │ ║ ║Work (000) 555-5555 │ ║ ║Home (000) 555-4444 │ ║ ║FAX (000) 555-3333 │ ║ ║Category Current Client │ ║ ║Type Network Install │ ║ ║PC Model Compaq │ ║ ║Hardware │ ║ ║Software │ ║ ║Title President │ ║ ║Last Call 02/15/91 ├───────────────────────────────────────╢ ║Memo Need pricing update │-Enter to Select INS/DEL - ADD/DELETE║ ╠═══════════════════════════════════╧═══════════════════════════════════════╣ ║ to Select Ctrl-Esc to Quit Ctrl-N for Notebook ║ ║ F1 - HELP Ctrl-Enter To Save Ctrl-C for Calendar ║ ╚═══════════════════════════════════════════════════════════════════════════╝ From here you could display or change the note that already exists, add a new note, or delete the note. ** NOTE ** When a record, note, etc., is deleted in LeadMan there is no way to re-gain access. Use caution when deleting records. Accessing the Contact Tables: After several entries have been made to the CONTACT database, these records can be accessed in five different ways. Choosing Contacts from the Main menu will give you access to those five methods. The next couple of pages show examples of what those different tables might look like: ╔═══════════════════════════════════════════════════════════════════════════╗ ║ Contact by Date ║ ║ Locate: ________ ║ ╠═══════════════════════════════════════════════════════════════════════════╣ ║ 1/22/91 10:00 Craig T. Nielsen ║ ║ 1/22/91 10:15 Chip Bianco ║ ║ 1/22/91 10:30 New ║ ║ 1/29/91 10:45 Robin Breech ║ ║ 1/29/91 14:00 New ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╠═══════════════════════════════════════════════════════════════════════════╣ ║ -Highlight ENTER-Display/Change INS-Add DEL-Delete ESC-Quit ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ╔═══════════════════════════════════════════════════════════════════════════╗ ║ Contact by Name ║ ║ Locate: __________ ║ ╠═══════════════════════════════════════════════════════════════════════════╣ ║ Bunker T. Williams Bunker Gallery, The ║ ║ Charlene T. Hudak DAT Lighting ║ ║ Chip Bianco Jehnsen Plastics ║ ║ Craig T. Nielsen Prescotti Pizza Parlor ║ ║ Dan Riceroni Maver Realty ║ ║ Daryl Telemetro ║ ║ Dave M. Rutanni BTG, Inc. ║ ║ Dick Jehnsen Jehnsen Plastics ║ ║ Don Pettorson BFGoodfellow, Inc ║ ║ Eric Somers Smyth, Somers, and Co. ║ ║ Frieda Kourtney Micro Business News ║ ║ Gary Golnitz Maver Realty ║ ║ ║ ║ ║ ║ ║ ║ ║ ╠═══════════════════════════════════════════════════════════════════════════╣ ║ -Highlight ENTER-Display/Change INS-Add DEL-Delete ESC-Quit ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ╔═══════════════════════════════════════════════════════════════════════════╗ ║ Contact by Company ║ ║ Locate: __________ ║ ╠═══════════════════════════════════════════════════════════════════════════╣ ║ Anders Consulting Robert P. Grime ║ ║ Anders Consulting Andrew Jacksen ║ ║ Antiques R Us Michelle Studtz ║ ║ Bancroft Gallery, The Bancroft Henderson ║ ║ BFGoodfellow, Inc. Ronald G. Sterno ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╠═══════════════════════════════════════════════════════════════════════════╣ ║ -Highlight ENTER-Display/Change INS-Add DEL-Delete ESC-Quit ║ ╚═══════════════════════════════════════════════════════════════════════════╝ ╔═══════════════════════════════════════════════════════════════════════════╗ ║ Contact by User1 ║ ║ Locate: ____________ ║ ╠═══════════════════════════════════════════════════════════════════════════╣ ║ Current Client Services by Shoe ║ ║ Past Client EaSI, Inc. ║ ║ Past Client EaSII, Inc. ║ ║ Prospect BFGoodfellow ║ ║ Prospect Personnel Consultants and Co. ║ ║ Suspect Peabody's Pizza Parlor ║ ║ Suspect BOBBIBALL, Inc. ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╠═══════════════════════════════════════════════════════════════════════════╣ ║ -Highlight ENTER-Display/Change INS-Add DEL-Delete ESC-Quit ║ ╚═══════════════════════════════════════════════════════════════════════════╝ Since ALL of these screens are processed in the same manner, I will describe how to use them as if it was one screen. Each of these tables display the records in the CONTACT database. Of course, each table displays them in a different manner. What they have in common, however, is the manner in which they are used. The first thing to notice is that there is a 'Locate' field at the top of each screen. This locate field is used to quickly (as opposed to using the <UP> and <DOWN> keys) find a record based on the current index. For instance, you are currently in the 'Record by Company' table. The table is listed in alphabetical order, starting with the "A" companies. In order to access a company that started with "P" would could either 1). Use the <DOWN> key and scroll through several pages of company names until you got to the "P's", or 2.) you could simply type 'p' on the keyboard and the computer will instantly start looking for records that start with the letter 'P'. You will also want to notice that case (Capital or lower case) is not used when doing the search. "P" and "p" are treated as being the same. You can further use the Locate function to narrow the search by continuing to type more of the company name. When the first letter is pressed, the program starts looking for records that begin with 'p'. If you were looking for "Presidential Estate Realty" you could type in 'president' and as long as there were no other 'president' company names, the highlight bar would move directly to that record. With the exception of the 'Record by Date' table, all the other index keys are ten (10) characters in length. Again ALL the table functions is LeadMan operate the SAME way... Another method of accessing a record is through the use of the <UP> and <DOWN> arrow keys. As shown at the bottom of the screen, once the record you wish to access is highlighted, you can use the <Enter> key to Display and/or Change that record. Two other functions can be performed from the table screens. Adding and Deleting a record. Pressing the <INS> (the Insert) key from ANYWHERE in the table will bring up a BLANK Contact entry screen with the words 'Record will be Added' at the top of the screen. Pressing <DEL> (the Delete) key will DELETE, REMOVE, OBLITERATE, DESTROY, etc. the record that is currently highlighted. The reason behind all the verbiage is that you are only given ONE more chance to change your mind when deleting a record. After pressing the <DEL> key, the record will be displayed, the words 'Press Enter to Delete' will be displayed at the top of the screen. If you PRESS ENTER the record WILL BE DELETED with NO CHANCE OF GOING BACK AND "UN-DELETING" IT! You can however, change your mind BEFORE PRESSING THE <ENTER> KEY by pressing <ESC> or <CTRL-ESC>. REMEMBER - Once you have deleted a record, your only recourse is to re-create it from scratch. There is NO UN-DELETE function. Finally, to return to the previous menus (either the Contacts or the Main menu) press the <ESC> from the first field or the <CTRL-ESC> key from anywhere on the screen. One other item of interest. As mentioned earlier, the F1 (Function key) can be used to 'pop-up' a help window describing each of the keys being used and other useful information concerning the 'Record by ...' and table screens. The Time Manager System: The Time Manager item from the Main menu is used to access and record To-Do lists, appointments, and NOTES about the days in your life. Upon entering the system, the first screen you are presented with is a 'Perpetual Calendar'. The screen will resemble a calendar with the current month, and show the number of morning or after noon appointments that have been scheduled. Special keys used in accessing the calendar are as follows: <PGUP> Previous Month <PGDN> Next Month <CTRL-PGUP> Same Month - Previous Year <CTRL-PGDN> Same Month - Next Year <ESC> Quit or Exit <F1> HELP The cursor control keys (arrows) are used to highlight individual days. The screen will look like this: ╔═════════════════════════════════════════════════════════════════════════╗ ║ SUNDAY │ MONDAY │ TUESDAY │ WEDNESDAY│ THURSDAY │ FRIDAY │ SATURDAY ║ ║ │ │ 1 │ 2 │ 3 │ 4 │ 5 ║ ║ │ │ │ │ │ │ ║ ║ │ │ │ │ │ │ ║ ╟─────────┼─────────┼──────────┼──────────┼──────────┼─────────┼──────────╢ J ║ 6 │ 7 │ 8 │ 9 │ 10 │ 11 │ 12 ║ A ║ │ │ │ │ │ │ ║ N ║ │ │ │ │ │ │ ║ U ╟─────────┼─────────┼──────────┼──────────┼──────────┼─────────┼──────────╢ A ║ 13 │ 14 │ 15 │ 16 │ 17 │ 18 │ 19 ║ R ║ │ │ │ │ APPT'S │ │ ║ Y ║ │ │ │ │ TODO'S │ │ ║ ╟─────────┼─────────┼──────────┼──────────┼──────────┼─────────┼──────────╢ 1 ║ 20 │ 21 │ 22 │ 23 │ 24 │ 25 │ 26 ║ 9 ║ │ │ │ APPT'S │ │ │ ║ 9 ║ │ │ │ │ │ │ ║ 1 ╟─────────┼─────────┼──────────┼──────────┼──────────┼─────────┼──────────╢ ║ 27 │ 28 │ 29 │ 30 │ 31 │ │ ║ ║ │ │ │ │ │ │ ║ ║ │ │ │ │ │ │ ║ ╟─────────┼─────────┼──────────┼──────────┼──────────┼─────────┼──────────╢ ║ │ │ │ │ │ │ ║ ║ │ │ │ │ │ │ ║ ║ │ │ │ │ │ │ ║ ╚═════════╧═════════╧══════════╧══════════╧══════════╧═════════╧══════════╝ To access a particular day. Highlight it using the arrow keys and press the <Enter> key. Assuming that we want to look at January 23th (because there are appointments) move highlight to that day and press the <Enter> key. A screen that resembles this will 'pop-up' on the Calendar screen: ╔═════════════════════╤═════════════════════════╤═══════════════════════════╗ ║ THERE ARE TODO'S │ Appointments For: │ THERE ARE NOTES ║ ║ FOR TODAY │ JAN 23,1991 │ FOR TODAY ║ ║ │ WEDNESDAY │ ║ ╟─────────────────────┼─────────────────────────┼───────────────────────────╢ ║0700 │ 1100 │ 1500 ║ ║0715 │ 1115 │ 1515 ║ ║0730 │ 1130 │ 1530 ║ ║0745 │ 1145 │ 1545 ║ ║0800 │ 1200 Lunch - Toodles │ 1600 ║ ║0815 │ 1215 meet w/ Mark Knoll │ 1615 ║ ║0830 │ 1230 (Accountant) │ 1630 ║ ║0845 │ 1245 │ 1645 ║ ║0900 │ 1300 │ 1700 ║ ║0915 │ 1315 │ 1715 ║ ║0930 │ 1330 │ 1730 ║ ║0945 │ 1345 │ 1745 ║ ║1000 Interview │ 1400 │ 1800 ║ ║1015 George Paulos │ 1415 │ 1815 ║ ║1030 LOGIDATA │ 1430 │ 1830 ║ ║1045 │ 1445 │ 1845 ║ ╟─────────────────────┴─────────────────────────┴───────────────────────────╢ ║ Press Ctrl-Enter to Save Press Ctrl-N to Open Notes Window ║ ║ Press Ctrl-Esc To Quit Press Ctrl-T to Open ToDo Window ║ ╚═══════════════════════════════════════════════════════════════════════════╝ You can now use the <UP> and <DOWN> arrow keys to add information, change information or blank the information contained on this screen. You can also 'pop-up' a note window to create, add, or change any textual type of information you wish to keep about this day. <CTRL-N> will access the NOTE window. A prioritized To Do screen can also be 'popped-up' to access the day's Todo List. <CTRL-T> will access the ToDo window. *** NOTES on TODO LIST and APPOINTMENTS *** Currently, LeadMan does not automatically assign priorities, task completion , or schedule conflicts. Nor does it allow for any type of 'graphical' representation of the days activities. These features are all expected to be available in future releases. It does however, create a place to record this kind of information, and because of your ability to access it from anywhere else while using LeadMan (using <CTRL-C>), I feel it will be useful in planning your calls, appointments, last minute details of meetings, etc. If you have never used a Time Management system or do not currently use a method of recording to-do lists etc., this may be a good place to start. To save information you have added to the daily appointment screen and the NOTES, press <CTRL-Enter>. To Quit the daily appointment screen press <CTRL-ESC>. One special note: If you have created a note for this day, or have made changes to a note, you MUST use <CTRL-ENTER> to save the daily appointment screen. If you QUIT this screen (by using <CTRL-ESC>) the linking of the NOTE record will NOT be accomplished. The next couple of pages show what the NOTES and TODO popup windows look like: ╔═════════════════════╤═════════════════════════╤═══════════════════════════╗ ║ THERE ARE TODO'S │ Appointments For: │ THERE ARE NOTES ║ ║ FOR TODAY │ FEB 11,1991 │ FOR TODAY ║ ║ │ MONDAY │ ║ ╟─────────────────────┼─────────────────────────┼───────────────────────────╢ ║0700 │ 1100 │ 1500 ║ ║0715 ╔════════════════════════════════════════════════╗ ║ ║0730 ║ Appointment Notebook ║ ║ ║0745 ╠════════════════════════════════════════════════╣ ║ ║0800 ║ ║ ║ ║0815 ║ Get Notes by Date ║ ║ ║0830 ║ ║ ║ ║0845 ║ Get Notes by Name ║ ║ ║0900 ║ ║ ║ ║0915 ║ Get Notes by Company ║ ║ ║0930 ║ ║ ║ ║0945 ║ Get Notes by Description ║ ║ ║1000 Interview ║ ║ ║ ║1015 George Paulos ║ Quit ║ ║ ║1030 LOGIDATA ║ ║ ║ ║1045 ╚════════════════════════════════════════════════╝ ║ ╟─────────────────────┴─────────────────────────┴───────────────────────────╢ ║ Press Ctrl-Enter to Save Press Ctrl-N to Open Notes Window ║ ║ Press Ctrl-Esc To Quit Press Ctrl-T to Open ToDo Window ║ ╚═══════════════════════════════════════════════════════════════════════════╝ Assuming 'Get Notes by Description' was selected, the following screen would appear: ╔═════════════════════╤═════════════════════════╤═══════════════════════════╗ ║ THERE ARE ╔════════════════════════════════════════════════╗RE NOTES ║ ║ FOR TOD║ Get Notes by Description ║TODAY ║ ║ ║ Locate: ║ ║ ╟───────────╠════════════════════════════════════════════════╣──────────────╢ ║0700 ║ 2/11/91 9:30 Interview Hints ║ ║ ║0715 ║ 2/11/91 18:23 Interview Results ║═════════╗ ║ ║0730 ║ 2/11/91 18:30 Discussion w/Mark ║ ║ ║ ║0745 ║ ║═════════╣ ║ ║0800 ║ ║ ║ ║ ║0815 ║ ║ ║ ║ ║0830 ║ ║ ║ ║ ║0845 ║ ║ ║ ║ ║0900 ║ ║ ║ ║ ║0915 ║ ║ ║ ║ ║0930 ║ ║ ║ ║ ║0945 ║ ║ ║ ║ ║1000 Interv║ ║ ║ ║ ║1015 George║ ║ ║ ║ ║1030 LOGIDA╠════════════════════════════════════════════════╣ ║ ║ ║1045 ║ To Select Enter to Display/Change ║═════════╝ ║ ╟───────────║ F1 - HELP INS/DEL to Add/Delete ║──────────────╢ ║ Press CTR╚════════════════════════════════════════════════╝Notes Window ║ ║ Press Ctrl-Esc To Quit Press Ctrl-T to Open ToDo Window ║ ╚═══════════════════════════════════════════════════════════════════════════╝ Once again, making the assumption that the second item 'Interview Results' was selected, this screen would appear: ╔═════════════════════╤═════════════════════════╤═══════════════════════════╗ ║ THERE ARE ╔════════════════════════════════════════════════╗RE NOTES ║ ║ FOR TOD║ Get Notes by Description ║TODAY ║ ║ ║ Locate: ║ ║ ╟───────────╠════════════════════════════════════════════════╣──────────────╢ ║0700 ║ 2/11/91 15:28 Interview Results ║ ║ ╔═══════════╩════════════════════════════════════════════════╩══════════════╗ ║ Record will be Changed A ║ ║ Date: 2/11/91 18:23 Description: Interview Results ║ ║ Name: George Paulos Company: LOGIDATA ║ ╟────────────────┬───────────────────────────────────────┬──────────────────╢ ║ │The chances of pulling in a contract │ to Select ║ ║ │at LOGIDATA are looking pretty good. │Enter to Advance ║ ║ │George has to check with Sid (the │Esc to Return ║ ║ │president) before making the final │INS toggle INS/OVR║ ║ │decision, but he said that he has │ ║ ║ │already prepared him for the cost │CTRL-Enter to Save║ ║ │involved. I should hear something │CTRL-Esc to Quit ║ ║ │from them by the end of the week about │ ║ ║ │the starting date, etc. │F1 - HELP ║ ║ │ │ ║ ║ │ │ ║ ║ │ │ ║ ║ │ │ ║ ╚════════════════╧═══════════════════════════════════════╧══════════════════╝ From this screen you could update the note and then save the revised note using <CTRL-ENTER>. If you wanted to add or delete a note for this day, it would be done from the table screen. Adding a note would bring up a blank screen like the one above with the date and time already filled in. Note that these notes have an 'A' in the upper right hand side, this indicates that the note is 'attached' to the 'APPOINTMENT' record for this day. Upon exiting the Calendar screen you will be returned to whatever place you were when you accessed it. Either to the Main menu, or to whatever screen you were on when you pressed <CTRL-C>. Pressing <CTRL-T> from the appointment screen will popup a TODO list that looks like this: ╔════════╔═══════════════╦══════════════════════╦═════════════════╗═════════╗ ║ THER║ LeadMan ║ FEB 11,1991 ║ Prioritized ║TES ║ ║ F║ ║ MONDAY ║ Task ║ ║ ║ ║ ║Pr C Task ║ List ║ ║ ╟────────╟───────────────╫──────────────────────╫─────────────────╢─────────╢ ║0700 ║ Pr: Priority ║A1 Planning ║ Priorities ║ ║ ║0715 ║ C: Completion ║A2 Get resume done ║ A - High ║ ║ ║0730 ║ Codes ║B1 Call dentist ║ B - Medium ║ ║ ║0745 ║ ║C1 Call Mom ║ C - Low ║ ║ ║0800 ║ ║ ║ ║ ║ ║0815 ║ Completion ║ ║ Then number ║ ║ ║0830 ║ Codes ║ ║ Priorities. ║ ║ ║0845 ║ ────────── ║ ║ ║ ║ ║0900 ║ X - Done ║ ║ A1 - First ║ ║ ║0915 ║ F - Forward ║ ║ A2 - Second ║ ║ ║0930 ║ D - Delegated ║ ║ B1 - Third ║ ║ ║0945 ║ C - Canceled ║ ║ etc. ║ ║ ║1000Inte║ P - In Process║ ║ ║ ║ ║1015Val ║ ║ ║ ║ ║ ║1030 ║ ║ ║ ║ ║ ║1045 ║ ║ ║ ║ ║ ╟────────╟───────────────╫──────────────────────╫─────────────────╢─────────╢ ║ Press ║ ║ Ctrl-Enter To Save ║ ║ Window ║ ║ Press ║ ║ Ctrl-Esc To Quit ║ ║Window ║ ╚════════╚═══════════════╩══════════════════════╩═════════════════╝═════════╝ Priorities, completion codes, and a short description of the task can be recorded using this screen. For the time being, use any codes or prioities you want when filling out these records. Future versions will contain functions for reporting and controlling the appointments and tasks, but for now this information is stricting used in a recording and reporting format. The NOTEBOOK System: The NOTEBOOK system is used to create or maintain relatively random notes about any particular subject you can think of. It is indexed based on the description you enter when you create the note. Like the Contact system, it uses tables to access the records and an entry screen to create, change, or delete an entry. Upon accessing the NOTEBOOK you will be presented with a table screen that looks like this: ╔═════════════════════════════════════════════════════╗ ║ LeadMan - Personal Contact Organizer ║ ╠═════════════════════════════════════════════════════╣ ║ ║ ║ ║ ║ ┌──────────────────┐ ║ ║ │ Contact Manager │ ║ ║ │ Time Manager │ ║ ║ │ Notebook │ ║ ║ │ Reporting Sy╔════╧══════════════════════════╗ ║ │ Word Proces║ Notebook Main Menu ║ ║ └─────────────╫═══════════════════════════════╣ ║ ║ ║ ║ ║ ┌────────────────────┐ ║ ║ ║ │Notes by Date │ ║ ║ ┌─────────────╢ │Notes by Name │ ║ ║ │ Other Opti║ │Notes by Company │ ║ ║ │ Quit ║ │Notes by Description│ ║ ║ └─────────────╢ │ │ ║ ║ ║ │ Quit │ ║ ║ ║ └────────────────────┘ ║ ╠═══════════════════════════════║ ║ ║ Copyright (c) 1991 by Mentor║ ║ ║ All Rights Re╚═══════════════════════════════╝ ╚═════════════════════════════════════════════════════╝ You can use the Notebook menu to access your notebook in the order you select. After selecting the order, a screen resembling this will appear on the screen: ╔═════════════════════════════════════════════════════╗ ║ LeadMan - Personal Contact Organizer ║ ╔════════════════════════════════════════════════════════════════╗ ║ Notes by Name ║ ║ Locate: ____________________________ ║ ╠════════════════════════════════════════════════════════════════╣ ║ Bill Nomandi First Contact ║ ║ Robin Breech Proposed Contract ║ ║ ║ ║ ║═══╗ ║ ║ ║ ║ ║═══╣ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ║ ╠════════════════════════════════════════════════════════════════╣ ║ ║ to Select ENTER to Display/Change INS/DEL to ADD/DELETE ║ ║ ╚════════════════════════════════════════════════════════════════╝ ║ ║ All Rights Re╚═══════════════════════════════╝ ╚═════════════════════════════════════════════════════╝ Assuming that 'Notes by Name' was chosen, the above table would allow access to the notes assigned a 'Name'. From here you could Display or Change a note, ADD a new note, or Delete a note you no longer wish to access. Of course, the first time you access the NOTEBOOK you will be presented with the entry screen that looks like the screen on the following page. For now, lets just assume that there IS an entry in the NOTEBOOK and proceed from there. Just as you did in the Contact section, items in the NOTEBOOK can be accessed using the arrows keys or the 'Locate' field at the top of the screen. Pressing <Enter> on a highlighted item will bring up the entry screen. As before, <INS> is used to ADD a record, and <DEL> is used to DELETE a record. The same warnings about DELETING an entry applies to the NOTEBOOK as well. You are given ONE chance to change your mind about deleting a record, but once you do it is DONE. There is NO un-delete function. Pressing <Enter> on an item already in the NOTEBOOK table will bring up this screen. If you are adding a record, the Description filed will be blank, and the phrase at the top will say "Record will be Added". ╔═══════════════════════════════════════════════════╗ ║ LeadMan - Personal Contact Manager ║ ╔══════════════════════════════════════════════════════════════╗ ╔═══════════════════════════════════════════════════════════════════════════╗ ║ Record will be Changed G ║ ║ Date: 2/09/91 13:25 Description: Proposed Contract ║ ║ Name: Robin Breech Company: Company Cruises ║ ╟────────────────┬───────────────────────────────────────┬──────────────────╢ ║ │I sent Robin a proposal for a new PC, │ to Select ║ ║ │software, and training for their │Enter to Advance ║ ║ │accounting department. The proposal │Esc to Return ║ ║ │includes a 386 processor, a new │INS toggle INS/OVR║ ║ │windowing environment, and five days │ ║ ║ │of training. Hopefully, I'll hear │CTRL-Enter to Save║ ║ │something within a week on whether or │CTRL-Esc to Quit ║ ║ │not the project can be started. │ ║ ║ │ │F1 - HELP ║ ║ │ │ ║ ║ │ │ ║ ║ │ │ ║ ║ │ │ ║ ╚════════════════╧═══════════════════════════════════════╧══════════════════╝ ╚══════════════════════════════════════════════════════════════╝ ║ ║ All Rights Re╚═══════════════════════════════╝ ╚═══════════════════════════════════════════════════╝ Just as in entering any other notes in LeadMan, you have full editing control of the note by using the arrow keys, the Insert, Delete, and Backspace. Once you have finished typing in the information, <CTRL-Enter> is used to save the information and return you to the NOTEBOOK table screen. You will also note that NOTES entered from the Notebook (off the main menu) will have a 'G' in the upper right hand corner. This signifies that this note is a 'General' note and is NOT attached to any particular contact or appointment record. The Reporting Menu: To access the ability to print different information from LeadMan, you must enter the reporting menu. Upon choosing the Reporting menu you will see a screen that looks like this: ╔═════════════════════════════════════════════════════════════════════════╗ ║ LeadMan Reporting System ║ ║ Copyright (c) 1991 by Mentor Computer Consulting ║ ╠═════════════════════════════════════════════════════════════════════════╣ ║ ║ ║ ║ ║ ┌──────────────────────────────┐ ┌────────────────────────────┐ ║ ║ │Print One Mailing Label │ │ Contact List │ ║ ║ │Print All Mailing Labels │ │ Notes Report │ ║ ║ │Print One Rolodex Card │ │ User Field Report │ ║ ║ │Print All Rolodex Cards │ │ Telephone Report │ ║ ║ │Print One Contact Sheet │ │ City/State/Zip List │ ║ ║ │Print All Contact Sheets │ │ Worksheet │ ║ ║ │Print One Time Manager Sheet │ │ │ ║ ║ │Print All Time Manager Sheets │ │ │ ║ ║ │ │ │ │ ║ ║ └──────────────────────────────┘ └────────────────────────────┘ ║ ║ ┌────────┐ ║ ║ │ Quit │ ║ ║ └────────┘ ║ ║ ║ ║ ║ ╚═════════════════════════════════════════════════════════════════════════╝ Use the <ARROW> and <TAB> keys to move the highlight bar from section to section, or press the first letter of an item to move the highlight bar directly to that item. Press the <Enter> key to request a certain type of report. After selecting the report, a message will popup on the screen asking if you want the report to Print, display on the Screen, or be output to a File. The Message looks like this: ╔══════════════════════════════════════════╗ ║ ║ ║ Screen, Printer or File ? (S, P, or F) _ ║ ║ ║ ╚══════════════════════════════════════════╝ Type in 'S' and press <Enter> if you want the report to display on the screen. Once the report is displayed, you can scroll through the report using the <ARROW>, <PgUp>, and <PgDn> keys. The <ESC> key can be used to cancel the report (even while it is being 'generated') or to return to the Reporting System menu. Choosing 'F' to output the report to a file will bring up a window that allows you to enter a file name to store the report. This file will be in standard ASCII format and can be imported into most commercial word processing programs. There is space provided in the file entry to allow for a path to be entered. The following example will create an ASCII file called 'SCHEDULE.TXT' in a directory called WP. ╔═════════════════════════════════════════════╗ ║ Report ║ ║ ║ ║ Filename: c:\wp\schedule.txt ║ ║ ║ ╚═════════════════════════════════════════════╝ By specifying the drive letter and directory names, the file can be created anywhere you want it to be. This includes the floppy drives (usually A: or B:) or to multiple hard disks (C:, D:, etc.). If a drive letter and/or path name IS NOT specified, the file will be created in the current (probably the LEADMAN) directory. If 'P' is chosen, the report will be printed on your printer. After typing the letter 'P' and pressing <Enter>, a list of supported printers will appear on the screen. This list looks like this: ╔══════════════════════════════════════════════╗ ║ Printers ║ ║ ▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄ ║ ║ DIABLO P10 I ║ ║ EPSON FX, LX, JX SERIES ║ ║ EPSON LQ-1500 ║ ║ EPSON LQ-800, 1000, 2500 LPT1 ║ ║ EPSON MX-80 W/GRAFTRAX ║ ║ FUJITSU DL2400C ║ ║ GENERIC PRINTER ║ ║ HEWELETT PACKARD THINKJET ║ ║ HEWLETT PACKARD LASERJET II ║ ║ HEWLETT PACKARD QUIETJET ║ ║ IBM COLOR JETPRINTER 3852-2 ║ ║ ****************************************** ║ ╚══════════════════════════════════════════════╝ Press F1 for Help You can move the highlight bar to the make and model of your printer by using the <ARROW> keys, or by pressing the first letter of the printer's manufacturer. As an example, if your printer was made by Panasonic, you could press 'p' and the bar would move to the first Panasonic printer it found in the list. Pressing <Enter> on your printer's name starts the process of actually printing the report. If there is a problem, or if you decide that you do not want to print the report, the <Esc> key will cancel the printing and return you to the Reporting System main menu. *** NOTE *** If your printer does not appear on the list, I can supply a printer configuration file tailored to your specific needs. Just contact me at the address or phone number stated earlier in this document. In ALL cases (whether you print to the Screen, the Printer, or a File), once the report is done you are returned to the Reporting System Menu. More on the Other Options Menu: When choosing the 'Other Options' item from the main menu your screen will changes to look something like this: ╔═════════════════════════════════════════════════════╗ ║ LeadMan - Personal Contact Organizer ║ ╔═══════════════════════════════════╗════════════════════════╣ ║ Set User Options Menu ║ ║ ╠═══════════════════════════════════╣ ║ ║ ║───────┐ ║ ║ ┌───────────────────────────┐ ║anager │ ║ ║ │Set User Field Descriptions│ ║ager │ ║ ║ │ Reorganize Files │ ║ok │ ║ ║ │ Set Word Processor │ ║System │ ║ ║ │ │ ║essor │ ║ ║ │ │ ╟───────┘ ║ ║ │ Quit │ ║ ║ ║ └───────────────────────────┘ ║ ║ ║ ║ ║ ║ ║──────┐ ║ ╚═════════════════════════╤═════════╝tions │ ║ ║ │ Quit │ ║ ║ └────────────────┘ ║ ║ ║ ║ ║ ╠═════════════════════════════════════════════════════╣ ║ Copyright (c) 1991 by Mentor Computer Consulting ║ ║ All Rights Reserved ║ ╚═════════════════════════════════════════════════════╝ Two other options exist on the Other Options menu that still need some discussion. One is 'Reorganize Files'. Choosing this item will physically remove deleted records from your data files. When doing the reorganization, a message will appear at the bottom of the window telling you what file is being reorganized. Three files are affected by this option. They are the CONTACT, NOTEBOOK, and APPOINT files. The key files will also be regenerated during this process. Because reorganization physically removes deleted records, and regenerates the 'keys', you should see some performance improvement following this procedure, particularly once you have added and/or deleted several records to these files. The second option concerns the 'Shelling out' to your word processor. You may have noticed a 'Word Processor' menu item on the main menu. This option will temporarily halt the running of LeadMan, and execute your word processor. The 'shelling out' process involves saving LeadMan to a temporary file on your disk, removing it from memory, and running your word processor. Depending on your memory configuration, you should have all or nearly all of your available memory to run your word processor. The 'Set Word Processor' item from this menu is where you tell LeadMan where to find your word processing program. Choosing 'Set Word Processor' will bring up a window like the following: ╔═════════════════════════════════════════════════════╗ ║ LeadMan - Personal Contact Organizer ║ ╔═══════════════════════════════════╗════════════════════════╣ ║ Set User Options Menu ║ ║ ╠═══════════════════════════════════╣ ║ ║ ║───────┐ ║ ║ ┌───────────────────────────┐ ║anager │ ║ ║ │Set User Field Descriptions│ ║ager │ ║ ║ │ Reorganize Files │ ║ok │ ║ ║ │ Set Word Processor │ ║System │ ║ ║ │ ╔═══╧═══════════╧════════════════════╗ ║ │ ║ ║ ║ │ Quit ║ Enter Word Processor ║ ║ └───────────────────────╢ (Include Path if necessary) ║ ║ ║ ║ ║ ║ E:\WP\WP.EXE ║ ╚═══════════════════════════║ ║ ║ ╠════════════════════════════════════╣ ║ ║ Ctrl-Enter to Save ║ ║ ║ Ctrl-Esc To Quit ║ ║ ╚════════════════════════════════════╝ ╠═════════════════════════════════════════════════════╣ ║ Copyright (c) 1991 by Mentor Computer Consulting ║ ║ All Rights Reserved ║ ╚═════════════════════════════════════════════════════╝ Type in the path (drive letter followed by directory name) and the program name (including the .EXE, .COM, or .BAT) that is used to run your word processing program. Once you have entered the name, press <CTRL-Enter> to save it. Miscellaneous Notes: Back up your data and 'key' files regularly! This includes all files with an extension of .DAT and .Kxx Reorganize your files regularly. All labels, Rolodex cards, etc., from the Reporting system are designed for 'One-up' form-feed stock. Once again, if you need or want extra options, just call me. (the Reporting System is an entirely separate program from LeadMan and is very flexible). If you experience any problems, report them to me. I can be reached via CompuServe (id 76067, 1027), phone (216)257-7844, or mail: Michael D. Logue Mentor Computer Consulting 4753 Belle Meadow Road Mentor, OH 44060 If you do not reach me first hand, I will be sure to get back to you as quickly as possible. Remember too that this product can be easily upgraded or customized to meet just about ANY requirement on your part and I will be more than happy to accommodate such requests. Good Luck and Enjoy.