Cream of the Crop 1/Cream of the Crop 1.iso/BUSINESS/MARKET1.ARJ/1.EXE/MARKET.HLP

Clarion Help | 1992-01-05 | 71KB | 1,504 lines

MAINMENU
This will depend on the length of the paper you are
using.  66 lines is standard for A4 paper.  Non-
standard sizes may require a little experimentation
before the length is set properly.
The length set here does not affect page length in
the word processor  - only reports.
 ENTER for main help menu
     ESC to quit
 Date and the day
 This Message in-
 of the  week for
 dicates  if  the
currently
 NOTES Screen has
 selected
 any  information
 Press F6
  54  appointments,
Press  Ctrl_Esc  to
 to print
  8 AM To 9:15PM.
return without save
 appointments
Press ENTER to go
  to next  appoint-
 Press Ctrl_Enter
  ment slot, ESC to
  to save changes
  the previous slot
  to appointments
  TAB move 8 slots
AND notes
MAINMENU
Help on using the Appointment Scheduler
Page 1 of 1
 TThe first step is to choose a particular individual's schedule from the
     picklist presented.  Names can be added/removed from this list in the
Supporting Files section.
Next you will be shown a screen with every Sunday in the year marked.
These days are taken as the first day of the week and by moving the
cursor using
 and pressing ENTER you will be shown that week.
 _If there are no appointments for that week the "Add an appointment"
screen will be brought up.  Press ESC if this is not needed.
 dA check will be made if an appointment overlaps with an existing one.
Appointments can be linked with a particular prospect - press F10 for
a pick list of prospects - or left blank if it "general" such as a
visit to the doctor etc.  ALT_A in Telemarketing will show a history
of the prospect's appointments.  F6 prints out a range of appointments,
     handy for carrying around with you.  F10 shows a graph of the free time
     for that week.  At the end of the day/week it is a good idea to go back
     and fill in the appointment notes so that a permanent record is available
of what happened at the meeting.
ENTER for main help menu
ESC to quit
peUTILS
 Backup and restore routines
 for either named databases
 or all supporting files -
 including appt.schedules
  Delete all files
  on the current
  backup drive
 Change the current
 disk drive used for
 backups and also set
 its capacity
Enter for more HELP
ESC to Quit
    7    >/
If warning beeps irritate you select OFF here
MAINMENU
The cursor keys, PgUp, PgDn etc can be used to
browse through the document but no alterations
can be made.
To make changes you would need to go to the "Do
a Mail Shot" option on the main menu.
However, making alterations is not recommended
because this document forms part of the record
of what has been said to this prospect (and
others).
E``
 MAINMENU
Every Sunday in the year is shown. This
day is taken as the first day of the week.
To Change Weeks
To Change Years
  PgUP
Last Year
  PgDn
Next Year
  Ctrl_Home  Return to
Todays Date
ESC to return to Main Menu
MAINMENU
Next Month
Previous Month
Ctrl PgUp
Next Year
Ctrl PgDn
Previous Year
Ctrl Home
Return to today
MAINMENU
The usual cursor keys, PgUp, PgDn etc can be used to
move about the table.  CTRL_END goes to the last entry.
To look for a particular name start typing the first few
letters and then press ENTER.
 $Changes to records can be made by means of the keys below.
ENTER for more help
ESC to quit
UPDREC
Useful as a memory-jogger when making a phone call.
MAINMENU
  "Left Margin  column 2" means the margin between
columns 1 and 2.  Usually kept the same as the
margin for column one.
Labels per page (single sheet) : this is measured
in rows.
 ENTER for main menu
 ESC to quit
 MAINMENU
The usual text editing keys can be used to make
changes if you wish.
Be sure to press CTRL_ENTER when you have finished
so that the amendments are saved to disk.
F10 will just move you on to the next match found.
 ENTER for main help menu
 ESC to quit
UPDREC
The Counties look-up files can be maintained by
choosing the Supporting Files option from the main
menu.
UPDREC
This number will be used for autodialling if a
modem is connected (and the configuration file
set up for a modem - see CONFIGURATION in Utilities)
Apart from numbers the following can be used :
( ) - SPACE
MAINMENU
  If the window is blank pressing CTRL_ESC (or ESC from
  the top line) will allow an exit without creating a
  record in the subsidiary file for telephone messages.
  CTRL_ENTER (or ENTER at the last line) will save any
  changes made.
  ALT_T toggles the Telephone Call Timer - on,freeze,off
 UPDREC
Enter the Company Name or Surname
 ENTER for more help
UPDREC
The street and any suburb should be entered here.
UPDREC
Only the town should be entered here because this
field is a KEY field for sorting, filing etc.
If the town is changed then the county and postcode
are automatically changed too.
If adding a record then county and postcode will be
filled in from the Counties supporting file.
For Consistency it is recommended that LONDON is put
in the County field and the borough (eg Chelsea) is
entered under Town.
SMAINMENU
The control codes can be embedded in word processor
produced documents and will be sent to the printer
at the relevant time. Only numbers will be accepted.
So for example ESC should be entered as 27.
Some printer manuals show the control codes as ASCII
eg; <ESC>(s3B
To see a list of the ASCII codes
press ALT_A.
  ENTER for main menu
 ESC to quit
  New printers can be added to the picklist by going
  to the Supporting Files option off the main menu.
UPDREC
The type chosen here will determine how the mailshot
is addressed and also which of the following fields
on the form will need completing.
The column width shown at the top of the screen will
determine what sort of document is created when you
press the INS key.  Pressing ALT_W will toggle between
the two types - 65 and 78 columns wide.
To simplify working with documents you might like to
use ALT_D which will shown only documents which have
been allocated to a particular database.
ALT_P prints just one letter.  No pre-selecting is
needed.
SELHLP
De-selecting all records is recommended to ensure that
you are starting a fresh selection from a "clean slate"
rMAINMENU
These are the currently available selected record
files.  The filename is made up of the database
name plus .SEL
The size of the file in bytes is shown, as is the
date and time it was created.
It could have been created in either the mailshot
or the telemarket routines.
Move the curosr bar over the desired file and press ENTER
 ENTER for main help menu
 ESC to quit
/UTILS
This option should only be needed if as a result
of, say, hardware failure the key files have been
lost or corrupted in some way.  It can be looked
on as a sort of "disk doctor" for fixing broken
files.
Once the process has been started it should not be
interrupted!
 SELVAR
MAIL SHOT HELP
Page 1 of 4
A mail shot is three-stage process:
 }1)  Create the document with the word processor. (option 1 in the
mailshot menu).  The document could be a letter, label or
whatever. This document is then saved under the name you
have chosen. Follow the layout of the templates.  ALT_W will toggle
between 65 and 78 column mode.  ALT_D will show only documents
relating to a specified database.  ALT_P prints a one-off letter.
ALT_I can import a text file, say a letter created outside of Mktr.
 Y2)  Select the records.  See "Selecting Records" in the main help
menu for more info.
3)  Choose the mail shot option on the menu.  You will then be
prompted for the document to use.  Before printing the letters
you will be able to view them on the screen first if you wish.
A log will automatically be made of which records have been
used.  Choose option 4 to view, print etc logs.
 qIf a line of the address is blank the address will be "closed up"
to allow for it.
ENTER for next page
ESC to quit
UTILS
An opportunity to
choose a database
will be given.
 Packing of counties,
 categories and
 other supporting
 files will start
 immediately.
 UTILS
 Choose the file format you
 want to export to
  Enter the path and name of the
  destination.  Typical file
  extensions would be:
DBASE
*.DBF
*.DIF
BASIC
*.BAS
 MAINMENU
 Merge a prospect's
 details with a
 document, no select-
 ing needed
 Converts a text
 file created
 outside of
 Marketeer into
 the correct
 format
    8    9/
If you find the red F10 prompts in the Edit Prospects
section distracting you can turn them off here.
The prospect could be in another database
The closest match will be highlighted
 FILE NAME:  Enter any valid file name.  The report
will be saved with that name.
Warning:  If the file already exists, it will be
replaced.
  This title will be used as the
  reference when ALT_Y is pressed in
  TELEMARKET section.
MAINMENU
EG; c:\wp\letter.txt
UPDREC
This is the date of the last phone call or letter
PLUS the number of dates set up in CONFIGURATION.
It can be overriden for individual records if needed.
MAINMENU
Whenever a mail shot or letter is sent out the
"follow up date" field in a record will be filled
with the date of the mail shot plus the number of
days you specify here.
So if you want to follow up contacts after a month
move the cursor to 4.
Use the cusror keys ->  <-  to select.
Only the messages for this prospect are shown. All the
usual cursor keys can be used to move around the
picklist.
Press ENTER to go into browse/update mode.  This allows
scrolling through the messages themselves.
Toggle a reminder line on/off with F10.
To get reminders showing when you first switch on
your computer include this line in your AUTOEXEC.BAT
file (at the end if possible):
     MARKET.BAT R
This may have been done for you by the installation
program, if you requested it.
HOW MANY COPIES?
  Enter the number of copies to be printed
  for this report.
  How many copies? Enter the number of copies to be printed
for this report.
  Printer:  Select the printer port to be used for this
report.  The choices are listed to the right.  Use
the arrow keys to choose one.  If you are unsure,
user LPT1.
  Number of pages:  This shows the total number of pages
that will be printed.  If the report is 2 pages long
and you select 1 copy, then 2 pages will print.
If you select 2 copies, 4 pages will print
 MAINMENU
Name of
 Description of
  Date and time
  Database
Database
  of last backup
Use the cursor keys to select a database to work on.
ENTER for more help
 'ESC to quit
Press the first letter of the title you want or use
the cursor keys to position the highlighted bar, and
then press ENTER
eMAINMENU
Records selected here have priority over the other
methods.
If they have been marked as "suspended" with ALT_S
in the update procedure then an "S" will be shown to
the right of "last letter".
 ENTER for main help menu
 ESC to quit
 aHLPXQF2
  EXAMPLE SEARCHES
Page 1 of 2
The search field is 255 characters long and will scroll sideways when
the right hand edge of the screen is reached.
 sTEXT SEARCHES
The search string must be enclosed in ' ' and can only be carried out on
fields marked with an S (see search screen)
 u1)  You are left a note which has only a phone number on it.
 {'122345' IN PHONE
 -search string
field
 Koperator
This will produce the prospects record.
 u2) a "boolean" search involves the use of AND and OR and can produce
a range of records.
 C'0344' IN PHONE OR '0734' IN PHONE
 (This will pull out all records with a Bracknell or Reading STD code
ENTER for next page
 'ESC to quit
ulMAINMENU
EXAMPLE SEARCHES
 (Page 2 of 2
Fields can also be searched for comparisons:
 tTOWN = 'Thatcham'
All string comparisons and searches are case insensitive ( ie
string "ABCD" would match "abcd").  Strings are compared to
their length. For example if the COUNTY field had 'ABCDEFG'
in it, the expression COUNTY = 'AB' would be a match.
 fDATE SEARCHES
Dates must be in the format DD/MM/YY :
 zLASTLET > 01/04/91 AND LASTLET < 30/04/91
 'This will produce all prospects last written to in April 1991
 ^Beginners' Mode:
 EThis allows the build up of a search string by an easier method
of "point and shoot", with the available choices at any point being
pre-selected by the program.
ENTER for main help menu
ESC to quit
SELHLP
'YES' will override the other selections and ensure that
only records due a follow-up will be selected.
 ENTER for more help
 ESC to quit
RTSELHLP
Records selected here have priority over the
other methods.
If they have been marked as "suspended" an
"S" will be shown to the right of "last letter".
If you de-select a record here then you should
return to the mailshot menu by option 8 which will
not "re-mark" according to the Category/Area
criteria.
 ENTER for more help
 ESC to quit
The IBM line drawing set (an example of which is the
border around this help window) is not printable on some
printers such as daisy wheels and on others like
dot matrix machines it can be very slow.
If you select NO at this field the IBM line drawing
characters will not be used in reports.
 UTILS
  Choose file format of
  source file.
  Enter the name of the file you
  are importing.
ENTER for more help
 $ESC to quit
yoMAINMENU
DATA IMPORT HELP
Page 2 of 2
 UPressing F1 help at any of the above stages will bring even more
detailed assistance.
BASIC files:  the string delimiter is " and the field separator is ,
If you wish to change these then type CCVT at the DOS prompt and
follow the instructions.
IMPORTANT:  After importing you should go into the Update module
and look at each record.  This will allow you to add the business
category, type('C' or 'P') and will also do duplicate checking.
 aIf you have a problem with importing data the most likely cause is
that you have omitted step 3) on the previous page - adding 'CT' to
your chosen database name.
BASIC/CSV/ASCII imports:  Edit the first line of the file to be imported
so that it contains the names of the fields to be imported. Have a look
     at the example file DEMOBAS.ASC. Field names can be found in the manual.
Please note that DBASE memo fields cannot be imported.
ENTER for main help menu
ESC to quit
reIMPHLP2
DATA IMPORT HELP
Page 1 of 2
 UImporting data is more involved because of the need to "synchronise"
the field names, types and lengths.
 }Before starting have a look at the Data Import section of the manual
which shows the layout of the main database record.  You should try
to ensure that the names or labels on the file that you want to import
correspond as far as possible with this layout.
 qFor the initial stages just follow the on screen prompts.
When the program stops you will be at the File Utility window and
should proceed as follows:
1)  Press ENTER to accept Market.src
 ,2)  Type CONTACTS then ENTER
 43)  Type name of the new database (6 characters) plus CT then ENTER
eg MYDATACT
 <4)  Same as 3)
 B5)  Line up fields so that they correspond using cursor keys.
6)  GO with CTRL_ENTER
 :7)  ESC when finished.
ENTER for next page
ESC to quit
 MAINMENU
  These are the standard Hayes modem control strings.
  If you are on one of the older pulse exchanges then
  change the string to ATDP.
If you have problems using the ALT_D dial facility
it could be that one of these 4 strings needs
tailoring for your particular modem and you
should consult the modem manual for more info.
 represents a Carriage Return (code 13) and
is entered by holding down the ALT key and at the
same time pressing 13 on the numeric notepad.
  A letter can be "re-allocated" to another document by
  pressing F10
  Pressing ENTER will display the document that was sent.
UPDREC
This field is for information only
If it is left blank it will not be
printed in mailshots.  If possible
the street should be put in the next
field as this is used for duplicate
checking.
  Answering OFF here were put Num Lock etc under your
  control.
 MAINMENU
Logs are lists of which records have been used in
mail shot.  They can be used to "re-run" the same
selection at a later date.
 ENTER for main help menu
 ESC to quit
 MAINMENU
Use the cursor keys to select a log file and then
one of the keys shown below to view, print etc.
F10 allows the re-selecting of a previous mailshot.
You will be asked whether you wish to de-select
existing selections.  If you answer NO you will be
able to build up a "compound" selection made of a
number of logs.
Only the logs for this database are shown here.
 ENTER for main help menu
 ESC to quit
 MAIL4HLP
MAIL SHOT HELP
Page 3 of 4
 UWhen a mail shot run is "previewed" by sending it to the screen rather
than the printer certain strange characters will be seen:
start of a new document
a printable line
non-printable line : used for form feeds, pauses etc
pause
The above characters are used for print control purposes and will not
be printed.
EXTRA OPTIONS :
These are obtained by pressing the hot keys shown at the footer. they will
allow COPYING a document to another name, IMPORTING a text file created
     outside Marketeer and also ONE-OFF letters to prospects.  These operations
are all carried out by means of picklists.
ENTER for next page
 $ESC to quit
ctMAINMENU
MAIL SHOT HELP
     Page 4 of 4
 ULabels are fully configurable form the Do a Mail Shot menu.  The
formats are one-across, two-across and three-across.
 lThey can be setup for margins, spacing between labels and columns
of labels and also for the number of rows of labels per page
if a sheet fed printer is being used.
ENTER for main menu
 #ESC to quit
 MAINMENU
  Enter, Change or
  Lookup Appointments
  and Diary Notes for
  a schedule
 Add,Change,Delete
 Schedules
  Search for a word
  or phrase.
  Upper/lower case
  will be ignored
GSTART
UUPDREC
TTELEMA
DDOMAIL
UUTILS
SSELHLP
SHLPXQF
AAPPTS
SSTNADKEY
IIMPMHLP
TTERMSHLP
 !Main Help Menu
Getting Started
Updating/Adding Records
Telemarket/Browse
Doing a mail shot
Utilities
Selecting Records
Searches
Appointment Scheduler
Standard Keys
Importing Data
Terms Used
Help for particular windows and entry fields is available in addition
to the above.  PgUp and PgDn can be used to move through linked help
screens.  ESC returns you to the program.  If you are running MARKETEER
     for the first time choose option 1 "Getting Started" for an overview of
     the features available.
ESC to quit
 SMAXIONE
Memory Status M = Memory <> 0
Print Status  P = Print On
Scroll Status S = Scroll On
Keyboard Status = First of 2 Key Entry
 *Esc : Returns To Menu
 ;C A : Clear All except Memory
 3C E : Clear Entry
 ?<-- : Back Space Key
 <SCr : Scroll Toggle
 =Prn : Print Toggle
 >M C : Memory Clear
 >M R : Memory Recall
 =M + : Memory Plus
 ?M - : Memory Minus
 >SQr : Square Root Function
 6LOg : Base 10 Logarithm
 9LGe : Natural Logarithm
 9SIn : Sine of an angle in radians
 /COs : Cosine of an angle in radians
 -Tan : Tangent of an angle in radians
 ,ASn : Arcsine of a sine in radians
 .ACs : Arcosine of a cosine in radians
 +ATn : Arctangent of a tangent in radians
 : Enter Key = Equal sign
 ;Press ENTER for more help
rMAXICALC
Scrolling output on the "paper tape" is toggled on
and off by entering SCR
Printing is toggled with PRN
 ESC or ENTER to return
    #    &
DnMM3BLOCK
Cursor Control Keys
cursor up
backspace
cursor down
go to next tab stop
cursor left
left to tab stop
cursor right
go left one word
go to beginning of line
go right one word
go to end of line
^PGUP
go to top line
go to previous page
^PGDN
go to last line
go to next page
^HOME
erase entire line
toggle insert mode
erase character
Block Operations
Other
mark characters
  ^ENTER
accept (changes saved)
mark lines
cancel(changes not saved)
Alt M  move
memory available
Alt C  copy
Alt D  delete
^ means pressed with CTRL key
 means pressed with SHIFT key
  ENTER for more, ESC to quit
 DOMAIL
 Write letters, labels etc
 and add database fields to
 be merged.
 Maintain scripts used
 in Telemarketing
 Log files of mail shots
  View, Print or send
 Wordperfect Interface
  the report to a disk
  file for printing later
Return to main menu
ENTER for more help
 #ESC to quit
 MAINMENU
Block Operations
MARKING A BLOCK.  Press the key to start marking (either
characters or lines) and move the cursor to mark
the desired block of text.  Press the same key to
stop the marking.  The block will be "marked."
MOVING/COPYING.  After marking a block (see above) move
the cursor to the new position for the block and
press the key for either Moving or Copying.
DELETING.  After marking a block (see above), press the
key for deleting and the block will be removed.
UN-MARKING. Press the escape key or the same key used
to mark the block.  The block will be "un-marked."
 ENTER for more
- ESC to quit
The name entered here will appear at the top of main
screens and also on printed reports.
This TEXT field
can be  scrolled  by using  the Up,
  Down, PgUp, PgDn,  Ctrl_PgUp, and  Ctrl_PgDn keys, to view the
  additional rows not  currently  displayed.  Ctrl_Enter is used
  to save and return to the appoinment window.  Ctrl_Esc is used
  to return without  saving.  Pressing  Enter or the Down key on
  the last row will save to  the text field without returning to
  the appointment window.  Pressing the Esc or the Up key on the
  first row will erase current changes without returning.
  If the notes window is blank pressing CTRL_ESC (or ESC
  from the top line) will allow an exit without creating
  a record in the NOTES subsidiary file.
  CTRL_ENTER (or ENTER at the last line) will save any
  changes made.
Only  used when printing reports.  Lines per page
in the word processor is directly related to where
the {Form Feed} variable is inserted.
  For a chosen database, records can be added,
  changed and deleted with automatic lookup
  of county and postcode.
If you decide to use a password - please don't
forget it !!
MAINMENU
Use the cursor keys, PgDn etc to move around.
Start typing to move to a particular name.
Because only "selected" records are being shown
the operation of this picklist may be a little slower
than usual.
ENTER to choose the name under the cursor bar.
To Change Days
  To Change Year/month
  PgUP
Next Month
  PgDn
Last Month
  Above keys plus CTRL
  will change the year
  Home
Return to
Todays Date
ESC to quit
ilMAINMENU
If you are already using Serial Port one for something
else, like a mouse, then choose 2.
If you have problems auto-dialling then choice of
the wrong port is a prime suspect.
UPDREC
This is a KEY field : it can be used for selecting
records.  See under Selecting for more info.
UPDREC
Information only field
PRINTER ERROR
  The printer is not responding to the computer.
  Possible reasons include:
1.  Printer turned off
2.  Printer unplugged
3.  Out of paper
4.  "On-line" light is not light.
5.  Cable is loose between the printer and
the computer.
  Check the above.  Turn the printer off then
  back on and retry.
MAINMENU
If your printer is not on this list use INS to
add it.  The control codes can be found in the
printer manual usually.
 ENTER for main help menu
     ESC to quit
MAINMENU
The default start and end dates will cover the
whole database.  Just press ENTER at these
fields.
 ENTER for main help menu
     ESC to quit
If you have moved away from your computer (or maybe you want to
snooze!) then when the time for a reminder comes up the computer
will beep like an alarm clock.
 MAINMENU
When a report is chosen you will be prompted if you want to see
Full record details or just an abbreviated single line version.
Reports can be viewed on the screen or sent to the printer or a file.
In name order
 with subtotals
 for town etc.
  Uses only
  selected recs
  of a previous
  mailshot
teUPDREC
The usual cursor keys, PgUp, PgDn etc can be used to
move about the table.  CTRL_END goes to the last entry.
To look for a particular name start typing the first few
letters and then press ENTER.
 #Changes to records can be made by means of the keys at the
bottom of the screen.
ENTER for more help
ESC to quit
You may select to view the report on the screen, print
on the printer or save it to a file.  Use the arrow keys
to move to your selection and press the ENTER key.
Screen: This opens a window and allows you to view the
report on the screen.
Printer:  Sends the report out to the printer.
You can press the ESC key during printing
to cancel at any time.
File:  Saves the report to a file.
 UPDREC
Anything entered here will be used as the salutation
in mailshots.
Leave it blank if you want to use the "Dear" above.
Day of
 The month
To Change Days
To Change Months
  PgUP
Last Month
  PgDn
Next Month
  Ctrl_PgUp  Last Year
 Total number of
  Ctrl_PgDn  Next Year
 AM Appointments
  Ctrl_Home  Return to
Todays Date
Total number of
PM Appointments
Enter for Appointments
Ctrl_Esc to return to Main Menu
 ACTIVE FILE
esSELHLP2
Help on Selecting Records for a mailshot or telemarketing
Page 1 of 4
 VSelecting can be done by one of FIVE ways:
By CATEGORY and ONE of the following:  TOWN  COUNTY POSTCODE
So for example you could select all the Accountants in Reading
and Newbury.
By NAME.  this option is shown as such on the Selection Menu and
allows particular prospects to be selected/de-selected.
By pressing F10 in the logs selection of the mail shot menu.  Logs
are lists of the records used in a mailshot and should you wish to
write to (or follow up with a phone call) the same people you can
do so this way.  Logs can also be merged.
By searching the Notes for a word or phrase (case is ignored).
Searches option on main menu.  Any field can be searched and/or
used for selection.
ENTER for next page
ESC to quit
 SELHLP3
Help on selecting records for a mail shot or telemarketing
Page 2 of 3
Records marked under 1) and 2) are "transferred" to the main
database file before being effective.
 lPlease note that if you use method 1) and then method 2) the transfer
process will give priority to the method 2) selections. But any de-
selections made under method 2) could be overriden by method 1)
selections.  It is best not to mix selection methods.
 kThere is also a shortcut Select All option.
 uBefore starting a new selection all records should be de-selected to
ensure a "clean slate".
As a final step you will be asked whether you wish to select only
records which are due a follow up - based on today's date as reported
by your computer.  If this date is wrong you can change it in the
utilities section.
ENTER for next page
ESC to quit
ptSELHLP4
Help on selecting records for a mail shot or telemarketing
Page 3 of 4
 TMethod 4) allows you to set up your own selection criteria if
you put relevant keywords in your prospect notes.  As an example
let's say you are a computer dealer and while you are on the phone
talking to prospects you make Notes (using ALT_N) of their equipment.
So you enter keywords such as "network", "laser printer" etc which
can be used at a later date to precisely target a particular mail shot.
 YIf the records selected line shows ? this indicates that the
"view all" option has been chosen and the actual number of records
selected cannot be reliably determined.  If all records are de-
selected this situation will be corrected. The ? could have resulted
form aborting a selection run part way through.
 qSUMMARY:
The important thing to remember is that if you select a business category
you MUST also select ONE of the areas (town,county or postcode). Let's say
you want to mail 50 businesses a week.  Once you have chosen the categories
mark towns from say A to E, press 9 to start the selection process and
ENTER for next page
 #ESC to quit
drMAINMENU
Help on selecting records
Page 4 of 4
 Uthen look at the Records Selected indicator to see how near you are to
your target of 50.  Just using option 1 and ONE of option 2 or 3 or 4
will not in itself "mark" records.  You need to use option 9 "Start
Selecting" to do this.
ENTER for main help menu
ESC to quit
'MAINMENU
If you answer 'No' here the records contained in
the log will be added to any existing selections.
So if for example you had done three small mailshots
you could combine them into one large follow-up
mailshot or telemarket by using F10 on each one
and responding with 'No' at this screen.
But take care that all the original mailshots were
themselves selected on the same area basis.  For
example merging a selection based on particular
towns with one based on county will result in the
county selection overriding the "lower priority"
towns.
hMAIL3HLP
MAIL SHOT HELP - INSERTING VARIABLES
Page 2 of 4
Move the cursor bar over the desired field and press ENTER.
If 'P' was selected when the record was created then a line
composed of Title - Initials - Surname will be inserted at the
cursor position.  EG; Mr J.T.Thomas
 }If the contact salutation is blank for a prospect then the first
salutation will be used. These fields should be on their own line
and on the extreme left side of the page:
{Form Feed}
Feed another page into the printer
{Padding}
Should be placed somewhere between address & Dear
{Pause}
Handy with single sheet printers
 oThe last field inserted should be a Form Feed for letters.
For some cut-sheet feeders such as the Brother HR range the first
sheet should be positioned by hand.  Subsequent sheets will then
be fed correctly.  This is not necessary for printers such as the
Laserjet and Deskjet.
ENTER for main help menu
ESC to quit
 MAINMENU
  Select YES to get only records with
  a follow up date equal to or later
  than today.
 MAINMENU
TELEMARKET HELP
Page 2 of 2
     Use the cursor keys, PgUp, PgDn, Home and End to move
around the selected records.
 4Hotkeys:
Calculator - with printout
Appointments scheduler & Diary
Calendar
To Do List
Change Database
 4F10
Prospect Picklist
 2ALT_A
Look at history of appointments & meetings
ALT_D
Dial the phone number
 .ALT_F
Field Arithmetic (total,average)
 #ALT_L
Look at letters to this prospect
 #ALT_N
Look at background notes
 +ALT_P
Look at history of phone calls to this
 *prospect- starting with most recent.
ALT_T
Telephone Call Timer - toggles On,Freeze,Off
ALT_W
Write a one-off letter
 -ALT_X
Set the default script
 -ALT_Y
View the script
ENTER for main menu
 %ESC to quit
If you enter an appointment time which overlaps one
already made a warning message will pop up.
The prospect name (if any) and the first line of
the notes have been truncated to fit on the screen.
The actual records themselves are unaffected.
 MAINMENU
USE THESE KEYS TO MOVE ABOUT
Scrolls down one line
Scrolls up one line
  PgDn  Scrolls down one screen
gUp  Scrolls up one screen
 ^PgDn  Goes to the bottom
^PgDn  Goes to the top
Moves left 10 columns
Moves right 10 columns
^ means pressed with Ctrl key
MAINMENU
Select a document to work on by using one of the
four keys shown at the foot of the screen.
To save writing over the templates use F10 to
bring up the Extra Options Menu and then make
a copy of the document with your own name and
description.
 ENTER for main help menu
 ESC to quit
MAINMENU
Matches that have been found will be scrolled
a page at a time.  At the end a count total
will be shown
scHLPXQF
To return the display to showing all records in a database
press F10, option 4, CTRL_END(which will clear the search field)
and then ENTER.
For very large files and very precise searches there may be
a noticeable delay.  Searches on SURNAME will be quicker because
this field is "keyed".  It would not be practicable in terms
of disk space and memory size to create a Key File for every
field however.
  ENTER for more
   ESC to quit
HLPXQF
The usual cursor keys, PgUp, PgDn etc can be used to
move about the table.  CTRL_END goes to the last entry.
To look for a particular name start typing the first few
letters and then press ENTER.
 #Changes to records can be made by means of the keys at the
bottom of the screen.
ENTER for more help
ESC to quit
r'START2
HELP ON GETTING STARTED
Page 1 of 2
 VMARKETEER was designed as a Direct Marketing Tool which
allows multiple databases to be used for mail shots with the
built-in word processor and then followed up with a phone call
(Telemarket Option) or another letter.
 zFast data entry is possible with the use of pick-lists and also
the automatic insertion of county and postcode (first part) for
a given town.
The logical sequence in using the program is 1,2,3,4 as set out
in the main menu:
 Ioption 1 : Enter details
 8option 2 : Make a selection
 5option 3 : Do a mail shot
 7option 4 : Telemarket follow up.
 vKeys are used in a standard way throughout.  F1 brings help at any
point. (including help on Standard Keys Used)
 sAfter you have read the various help screens check that configuration
ENTER for more help
ESC to quit
 ~MAINMENU
HELP ON GETTING STARTED
Page 2 of 2
 Vis correct. (Go to Utilities option on main menu)
 oThroughout MARKETEER reference is made to "prospects" which reflects
the program's marketing origins.  However, MARKETEER could also be
used to manage other types of contacts such as club members and
customer support.
There is a screen-saver feature which ensures that if the program is
left for more than 10 minutes without a key being touched then your
monitor's screen will be blanked.  The screen image will be restored
as soon as any key is pressed. (Phosphor "burn-in" can occur if an
image is left for too long on the screen)
 wPRINTING:
 GBefore printing a mail shot you should check in Configuration that
the correct printer has been selected.  If your printer is not on
the pick list you can add it by choosing Printers on the Supporting
Files menu.  You will then be prompted for control codes,  which
should be shown in your printer's manual.
ENTER for main help menu
ESC to quit
 STNDKEY2
STANDARD KEYS HELP
Page 1 of 2
     An underline is to be read as "and also press". So ALT_L
means press ALT key and also press L
 |On pick lists (such as when selecting a database to work on):
add a record
 ,ENTER
change a record
 )DEL
delete record (confirm will be required)
finish
 .On entry forms (as when entering name & address details):
ENTER
move to next field (also
CTL_ENTER
save all changes and finish
back up a field (quit if on first field)
CTRL_ESC
abandon any changes and finish
help (including other keys in use)
calculator
appointments scheduler
calendar
to do list
print
change database
 )F10
look-ups and copying
ENTER for next page
 &ESC to quit
 MAINMENU
Help on Standard Keys Used
Page 2 of 2
When telemarketing :
ALT_A
Prospect's appointment history
 %ALT_D
Dial the prospects phone number
 $ALT_F
Field Arithmetic (total/average)
 #ALT_L
Look at letters sent to this prospect
ALT_N
Background notes
 3ALT_P
Look at the history of phone calls to this prospect
starting with the most recent call.  Also use this
option to create a new message.
 $ALT_T
Telephone Call Timer - toggles On,Freeze,Off
ALT_W
Write a one-off letter
 -ALT_X
Set the default script
 -ALT_Y
View the script
When updating records only :
ALT_S
Suspend the record.  One step short of deletion.
  The prospect will be bypassed on any mailshot or
  telemarket selection and a message "SUSPENDED" will
be displayed on the update form's screen.
ENTER for main menu
ESC to quit
 MAINMENU
 Most of these files
 are used as lookups
 in the Edit Prospects
 section
 PENTER for main help menu
ESC to quit
  Exit report viewer <Esc>
  Search for text
<Alt-S>
  Repeat last search <F3>
  Line up
  Line down <
  Set bookmark
<Alt-B>
  Go to bookmark # <1> - <9>
  Page up
<PgUp>
  Swap bookmark #  <Alt-1> - <Alt-9>
  Page down <PgDn>
  Jump to printer page <F7>
  First page <Ctrl-PgUp>
  Jump to screen page  <F8>
  Last page  <Ctrl-PgDn>
  Lock/unlock column titles <Alt-C>
  First column <Home>
  Lock/unlock row titles
<Alt-R>
  Scroll right <
  Scroll left  <
  Toggle cursor bar on/off <Enter>
  Lock cursor bar position <Scrl-Lock>
  Large scroll right <Ctrl-
  Large scroll left  <Ctrl-
  Suspend background reading <F9>
  Resume background reading  <F10>
ESC to quit
I``
 mSHCATEGH
TELEMARKET HELP
Page 1 of 2
 UTo get the most out of a mail shot it is generally recognised that there
should be a telephone follow up.  This option not only allows for
this but it also permits look-up of all letters and phone calls
for a particular prospect, as well as the appointments diary, by
means of hotkeys.
You could of course skip the mail shot and go straight to a
telemarket exercise.
For details of selecting records have a look at "Selecting" in the
main help menu.
Whenever a phone message is created the follow up date is automatically
     incremented according to the setting in "configuration".  This
follow up date can be overriden if necessary.
 sTo jump to a particular prospect press F10 for a picklist. A full list
of the active hotkeys is available on the next page.
ENTER for next page
ESC to quit
MAINMENU
This is a standard Hayes command string
to disconnect the modem from the phone
line.
MAINMENU
TERMINOLOGY HELP
Page 2 of 2
 URELATIONAL
As in relational database.  Describes how all
 #the records are linked (or related) in a variety
  of ways. EG, letters to a particular prospect
 #are also linked to the documents database.
 ^RECORD
A record is composed of fields and is itself the
  component of databases.
 qSUPPORTING FILE
     Used in look ups. For example the Company Titles
ENTER for main help menu
ESC to quit
*TERMS2
TERMINOLOGY HELP
Page 1 of 2
 TBACK UP
Copy database and/or supporting files to floppies
for security reasons.  Floppy drive/capacity
 $should be set up first in Configuration.
 _DATABASE
An ordered collection of records which can be
 #quickly accessed by key files such as Surname,
 "Record Number etc.
 uFIELD
Component part of a record. EG, Phone Number
 $The hierarchy is Fields -> Records -> Databases
 XFILE
This is how MS-DOS "sees" the databases. Typing
 !DIR at the DOS prompt will list the files.
 ]KEY
Used to describe a field (or corresponding file)
  which enables fast retrieval of a record.
 ^MODEM
A piece of equipment which plugs into the phone
 !socket and allows the program to automatically
 "dial prospects.
ENTER for next page
ESC to quit
 UTILS
  Name of the Clarion database that will receive
  the imported records.  This should be a new
  name, six characters long with any spaces
  represented by an underline _.
  (This is to conform with MS-DOS filename rules)
  The description that you want to
  use for ease of identification.
ENTER for more help
 $ESC to quit
Appointments can be allocated to a prospect, but only
if F3 is pressed in Telemarketing.  This allows the
ALT_A hotkey to bring up a history of the appointments
made for a particular prospect.
The prospect's name and the first line of the notes
have been truncated to fit on the screen.
 iCAT1
 The name entered here should be
 six characters long and conform to
 MS_DOS rules for filenames. If the
 name you enter is invalid you will
 be prompted to re-enter.
 Enter a description of your choosing
Pressing PgUp or PgDn will take you into browse mode.
Then pressing INS, ENTER or DEL will put you straight
back into editing mode.
F10 on the date field will bring up the mini calendar.
CTRL_ENTER save changes and return to picklist
CTRL_ESC  return to picklist WITHOUT saving changes
tUPDREC2
Help on Updating Records
Page 1 of 3
Records are held in databases which you create with your own names
and descriptions.  The number of records and databases is limited
only by the size of your hard disk.
CTRL_ENTER
     save any changes made and return
CTRL_ESC
leave the update form without saving changes
ENTER
move on to the next field
 $ESC
back up a field (exits if on first field)
ALT_S
suspend a record - excludes from mail shots
help system
 2CTRL_D,P etc
jump to the field with the highlighted first letter
ALT_D
dial the phone (modem required)
ALT_F
field arithmetic (total/average)
ALT_L
view letters
 1ALT_N
notes
 8ALT_P
view phone messages
 *ALT_T
timer for phone calls
 $Records are classified as either personal (Mr,Mrs etc) or company.
This is so that the correct form of salutation is used when a mail
shot is sent out. If 'C' for company is selected then you can choose
a company title from a pick list.
ENTER for next page
ESC to quit
 UPDREC3
Help on Updating Records
Page 2 of 3
It is recommended that London is put in the County field. F10 will override
the need for a county if none is available.
 yAdding a record:
The County will be looked up and inserted.
 &You can accept or change what has been
 *inserted in the County field.
 3If a town cannot be found it will be added.
Changing a record:
After the town has been entered press F10
 'and the County will be looked up as above.
Contact's salutation (second Dear on the form): If this is left blank
the salutation on letters will be as line 5 on the form.  If you do put
     anything here it will be used instead.  E.G.; if you are on first
name terms you could enter that here.
 {Last Letter:  This is entered by the program whenever a mailshot is done.
Last Phone:
The date of the last phone message is entered by the program
whenever a message is created.
ENTER for next page
ESC to quit
MAINMENU
Help on Updating Records
Page 3 of 3
 TRecord number is a unique ID supplied by the program for each record.
 [Category code is selected from a pick-list.
 uAll pick-lists are maintainable.  Choose "Supporting Files" from the
main menu.
Whenever a record is added or changed a check is made to see if there
are any possible duplicates.  You will be given the option to delete
the duplicate(s) or ignore them.
USER DEFINABLE FIELDS
The descriptions of these fields can be changed by going to the
Supporting Files option on the main menu.  These fields will show
up in Telemarketing and can also be used for carrying out complex
searches.
Default field names ("User Field 1" etc) are set up in the
Configuration section.
ENTER for more main help menu
ESC to quit
reUPDREC
If the Contact "Dear"  (see below) is left blank
then any text entered here will be used in the
mailshot to address this particular prospect.
UPDHLP1
The usual cursor keys, PgUp, PgDn etc can be used to
move about the table.  CTRL_END goes to the last entry.
To look for a particular name start typing the first few
letters and then press ENTER.
 $Changes to records can be made by means of the keys below.
ENTER for more help
ESC to quit
MAINMENU
Enter here the field descriptions you want
to see whenever a new database is created.
These names can be overriden by using the
option in Supporting Files.
 UTILS
  Set up the system details
  for your equipment
 Remove deleted records
 and compact files
  Import/Export data
  to/from DBASE II/
  DIF, BASIC formats.
  Before starting a backup you will
 In the event of a
  be prompted with the number of
Records must
 hardware failure the
  empty, formatted disks required.
be selected
 counts of categories,
  Check in "configuration" that the
  first!!
 towns etc may not be
  drive and capacity are correct.
 correct.
 MAINMENU
UTILITIES HELP
Page 1 of 1
PACK FILES :
Deleted records are removed and data
 ,files and indexes are made more
 1compact and efficient.
  BACK UP/RESTORE :
     First specify the backup drive &
 0capacity on the configure screen.
 /You will be prompted with the number
 ,of disks required and the date/time of a
 (backup will be shown beside the name.
EXPORT/IMPORT DATA :
Names,addresses, contacts etc can be
 ,exported/imported to/from DBASE, DIF and
 (BASIC (CSV,ASCII) formats. Please note
 *that DBASE memo fields are not imported.
REBUILD KEYS:
In the event of a hardware failure and
 *damage to a database's files use this.
REBUILD RECORD COUNTS :
If key files need rebuilding then this
 *option should also be used to ensure
 ,that counts of categories, towns etc
 ,are correct.
 *SPLIT DATABASES
Records must be "marked" first in one or
 (more databases.  These will then be moved
 'to another (already created) database.
ENTER for main help menu
 !ESC to quit
nMAINMENU
Letters (and other documents) are shown in record
number order, and then in date order.  The cursor
keys can be used to scroll through the list or you
can jump to a particular prospect by keying in part
of their record number.
Record numbers are shown on the last but one line of
this form and are made up of the first three letters
of the name plus a unique number.
Normally just typing the letter part will be enough to
get you to the desired record.
     ENTER for more
 ESC to quit
Use the cursor keys to choose a message to view.
Typing the first few characters of the Record No.
will take you to that general area.
66
APPOINT
APPTS   >
BACKHLP i
BEEPHLP R
BROWHLP
CALENDAR
CALHLP  H
CAT1    9
CCONTACT
CNFPRT  T
COMHLP
COUUPD
CPHONE
CREATEPH"
CS
CSTREET
CTOWN
CTRLSTR
CTRLSTRH
CTYPE   o%
DCSHLP  \&
DESEL   z(
DIRHLP  3)
DOBUILD 9+
DOMAIL
DOPACK  =1
EXPHLP  F3
EXTRAHLP
F10HLP
F10HLPW B8
FILENAME
FILNAME_a:
FNAMEHLP
FOLLOUPD
FOLLOWHL
GETMSG
GETREMHL
GET_CPY NA
GET_CPY2fB
GET_DATA
GOTITHLP.H
HELP_SEL
HLPMARK1'I
HLPXQF
HLPXQF2
HLP_CAS
HLP_FOLL0Q
HLP_MARKJR
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IMPHLP  mV
IMPHLP2 4X
IMPMHLP c\
INITHLP 3`
INITSTRH
LETLOCHL
LINE1HLP
LOCKSHLP
LOGDETHL6e
LOGHLP  ^f
MAIL3HLP
MAIL4HLP
MAIN
MAINMENU
MAXICALC't
MAXIONE Sy
MEMO3
MENU    9
MM3BLOCK
NAMECNFH1
NOTES
NTSHLP1
NUMLINESZ
OPDPROSP=
PASSHLP
PICKCUST\
POPHLP
PORTHLP
POSUPD1
POSUPD2
PRNT_ERR
PRTCTL
RANGE_HL
RBEEPHLP
REPMENU
REVHLP  s
ROUTE   &
SALUT2HL
SCHEDULE
SELHLP
SELHLP2 r
SELHLP3 #
SELHLP4
SELLOG
SELVAR
SET2HLP
SHCATEGH
SHOWAP1H7
SHOWFIL
SHWDOC_Ha
SRCHAPHL
SRCHHLP
SRCHLP  !
START
START2  ~
STNADKEY
STNDKEY2+
SUPPHLP
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TELEMA  ,
TERMHLP
TERMS2
TERMSHLP
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UPDREC2
UPDREC3
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UTILMENUj
UTILS
VWLET
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