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MARKETEER Version 2.3 A Contacts Manager & Sales Prospecting System This manual and software are copyrighted 1992 by Sterling Data Services All Rights Are Reserved WARRANTY This software is provided as-is. There are no warranties, expressed or implied. STERLING DATA SERVICES DISCLAIMS ALL WARRANTIES RELATING TO THIS SOFTWARE, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, AND ALL SUCH WARRANTIES ARE EXPRESSLY AND SPECIFICALLY DISCLAIMED. NEITHER STERLING DATA SERVICES NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION, PRODUCTION, OR DELIVERY OF THIS SOFTWARE SHALL BE LIABLE FOR ANY INDIRECT, CONSEQUENTIAL, OR INCIDENTAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE SUCH SOFTWARE EVEN IF STERLING DATA SERVICES HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR CLAIMS. IN NO EVENT SHALL STERLING DATA SERVICES' LIABILITY FOR ANY DAMAGES EVER EXCEED THE PRICE PAID FOR THE LICENSE TO USE THE SOFTWARE, REGARDLESS OF THE FORM OF CLAIM. THE PERSON USING THE SOFTWARE BEARS ALL RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE. Sterling Data Services - Site License Agreement If you wish to use this software on more than one computer a site license is required. Also, customised versions can be produced. In both of these situations please contact us for further details. Local Agent: Shareable Software International PO Box 59102 Schaumburg, IL 60159 1-800-622-2793 (ORDERS ONLY) 708-397-1221 (Inquiries, Support) ii DEFINITION OF SHAREWARE Shareware distribution gives users a chance to try software before buying it. If you try a Shareware program and continue using it, you are expected to register. Copyright laws apply to both Shareware and commercial software, and the copyright holder retains all rights, with a few specific exceptions as stated below. Shareware authors are accomplished programmers, just like commercial authors, and the programs are of comparable quality. (In both cases, there are good programs and bad ones!) The main difference is in the method of distribution. The author specifically grants the right to copy and distribute the software, either to all and sundry or to a specific group. Shareware is a distribution method, not a type of software. You should find software that suits your needs and pocketbook, whether it's commercial or Shareware. The Shareware system makes fitting your needs easier, because you can try before you buy. And because the overhead is low, prices are low also. Shareware has the ultimate money-back guarantee -- if you don't use the product, you don't pay for it. MARKETEER is a "shareware program" and is provided at no charge to the user for evaluation. Feel free to share it with your friends, but please do not give it away altered or as part of another system. The essence of "user-supported" software is to provide personal computer users with quality software without high prices, and yet to provide incentive for programmers to continue to develop new products. If you find this program useful and find that you are using MARKETEER and continue to use MARKETEER after 30 days you must become a registered user. Registered users will receive a free update to the latest version, a Utilities Pack (which allows file rebuilding, data import/export, splitting databases and backup/restore routines),a printed manual and free telephone support. You are encouraged to pass a copy of the shareware version (NOT the registered version) along to your friends for them to try out. To become a registered user of MARKETEER send a check or money order for $79 made payable to Shareable Software International, PO Box 59102, Schaumburg, IL 60159. You can use the supplied form for this, to print it out : COPY REGISTER.DOC PRN Or ring 1-800-622-2793 with your VISA/MC card details. For Inquiries please use 708-397-1221 Bill Dickson (SSI) Compuserve 76226,2652 Mike McLoughlin (Author) Compuserve 100010,1150 ii MARKETEER From Sterling Data Services Quality software at an affordable price USER'S MANUAL TABLE OF CONTENTS INTRODUCTION ........................... page 1 System Requirements Configuration QUICK START ............................ page 1 UPDATING RECORDS ....................... page 2 DOING A MAIL SHOT ...................... page 3 TELEMARKETING .......................... page 5 SELECTING RECORDS ...................... page 6 UTILITIES ............................. page 9 Data Import/Export Key File Rebuilding Logged Backups Database Splitting SEARCHING .............................. page 8 APPOINTMENT SCHEDULER .................. page 9 IMPORTING DATA ......................... page 9 STANDARD KEYS .......................... page 10 WORDPERFECT INTERFACE .................. page 12 WORD PROCESSOR KEYS .................... page 13 REPORTS ................................ page 15 Types of report Special Viewer GLOSSARY ............................... page 17 FILE FORMAT ............................ page 18 REGISTRATION FORM ...................... page 19 iii USER'S MANUAL INTRODUCTION ============ MARKETEER is intended to be used as a Direct Marketing tool by allowing multiple databases to be employed for mailshots with the built-in word processor and then followed up with a phone call (Telemarket Option) or another letter. A global follow up period can be set eg; 2/3/4 weeks and it can also can be set for each individual prospect. System Requirements: To run this software you will need an IBM PC, XT, AT, PS/2 or compatible with a minimum of 640K of RAM, a hard disk and MS-DOS 2.0 or higher. Back Up Your Files, PLEASE: Your data files SHOULD BE BACKED UP any time you've made significant changes. A good rule of thumb is to back up your data any time you've made more entries/changes than you'd want to type in again. This software is completely menu driven and easy to operate. Since the computer does all the hard work for you, this manual is short. Most of the manual is also available as context-sensitive help screens. Just press F1 anytime you are unsure what to do. We'll describe how to enter information; what to do to edit existing entries; and how to find the entry(s) you need. Before printing a mailshot check that your printer has been selected in the Configuration section. If not shown on the picklist you can add your printer's details in the Supporting Files section. If using a modem you are advised to try the settings as supplied because they have been found to work with the vast majority of modems. QUICK START =========== This section describes how to use the basic functions of MARKETEER so you can quickly get started. The software is completely menu driven with prompts on every screen so it is easy to use. To start the program type MARKET and press ENTER. Choose Option 1 from the main menu and pick one of the demo Page 1 databases. INS will add a record, ENTER will pick one for amend- ing and DEL will delete. (INS refers to the insert key under the numeric keypad on your keyboard) Pressing F1 at each stage will explain what is happening. A feature of the data entry screen is that speed is improved by the use of picklists for four of the fields which pop-up when required. The logical sequence in using the program is 1,2,3,4 as set out in the main menu: option 1 : Enter prospect details option 2 : Mark a selection of prospects option 3 : Do a mailshot to these prospects option 4 : Telemarket follow up Throughout MARKETEER reference is made to "prospects" which reflects the sales prospecting origin's of the program. 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 out. The screen image will be restored as soon as any key is pressed. UPDATING RECORDS ================ Records are stored in databases which you create with your own names and descriptions. Choose "Supporting Files" on the main menu for this. The number of databases and records is limited only by the size of your hard disk. Keys used on the update form: CTRL_ENTER save any changes made and return CTRL_ESC leave the update form without saving changes ENTER move on to the net field ESC back up a field (exits if on first field) ALT_P view phone messages ALT_L view correspondence ALT_F field arithmetic ALT_N view general notes about this prospect ALT_S suspend a prospect. Next step before deletion. Suspended records can still be viewed but they will not appear in any selection. Page 2 Records are classified as either personal (Mr,Mrs etc) or corporate This is so that the correct form of salutation is used when a mail shot is sent out. If 'C' for corporate is selected then you can choose a business title from a pick list. 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 sent out. F10 brings up a mini-calendar at every date field. Last Phone: The date of the last phone message is entered by the program whenever a message is created. If the NOTES field says 'YES' then ALT_N will bring them up. Record number is a unique ID supplied by the program for each record. Category code is selected from a pick-list. If a category you enter cannot be found you will be given the choice of creating it. All 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. Page 3 DOING A MAIL SHOT ================= 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. 2) 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. Logs can also be used to "re-run" a mailshot to the same selection of prospects. A database of documents is also maintained. Option 1 on the mailshot menu will bring a pick-list of the available letters, labels or whatever you have created in the word processor. Copies can be made by pressing F10 to display the Extra Features menu. Deleting documents is not generally recommended because someone may have used them in a mailing and so they would form part of the prospects history (see the use of ALT_L in updating). Fields can be placed anywhere in a document by pressing F10. The following fields should be on aline of their own and in the leftmost column of the page: {Padding} best place to put this is in between the address and Dear. When a line is missing (eg a prospect has no Unit/building line in its address) a blank line will be inserted to "pad out" the page. Especially useful when printing labels. {Pause} Use if you have a single sheet printer and need a pause between pages. Always the last line - if used. {Form Feed} Last line in letter, unless {Pause} is used. Page 4 When a mailshot 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 Ω non-printable line: used for formfeeds, pauses etc Θ pause The above characters are used for print control purposes and will not be printed. Keys used for block moving, copying etc in the word processor are available by pressing F1. Hotkeys available: ALT_I Import a text file. Useful for bringing in a document created outside of Marketeer. For example using Wordperfect. ALT_D Toggle between showingg all documents or just those for a specified database. ALT_P Print a one-off document. Picklists are used. ALT_W Toggles between 65 and 78 column width. This determines the width for new documents. Labels are fully configurable as one-up,two-up or three-up. The options are availble from the labels sub-menu which leads off the Do A Mail Shot menu. TELEMARKETING ============= To get most out of a mailshot it is generally recognised that there should be a telephone follow up. Option 3 on the main menu 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 telemarketing campaign. ALT_L Letters sent to the prospect ALT_D Dial the phone (modem needed) ALT_P Phone messages ALT_N Notes ALT_F Field Arithmetic ALT_A Appointments & Meetings ALT_T Telephone Call Timer : toggles On-Freeze-Off ALT_W Write a one-off letter to a prospect. No need for selecting. ALT_X Set default script for ALT_Y to use ALT_Y Hotkey to script F5 To Do List F10 Picklist for jumping to a particular name Scripts are available for prompting during a phone call. They can be created, changed etc in the Do a Mail Shot section. The details of how a subset of a database is selected follow. Page 5 SELECTING RECORDS ================= Selecting can be done by one of five ways: 1) By CATEGORY and ONE of the following: CITY STATE So for example you could select all the Accountants in New York and Boston. 2) By NAME. this option is shown as such on the Selection Menu and allows particular prospects to be selected/de-selected. 3) By pressing F10 in the logs selection of the mail shot menu. 4) By searching the notes for a word or string (case ignored). 5) Searches option on the main menu. Any field or combination of fields can be used. 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. Records marked under methods 1) and 2) are "transferred" to the main database file before being effective. Please 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 overridden by method 1) selections. It is best not to mix selection methods. There is also a shortcut Select All option. Before 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. Method 4) allows you to set up your own selection criteria if you have put relevant "keywords" in your prospect's notes. As an example let's say you are a computer dealer and while you are on the phone talking to prospect's you make notes (using ALT_N) of their equipment. So you enter keywords such as "network","laser printer" etc which can be used later to precisely target a particular mailshot/telemarket campaign. Page 6 If the Records Selected line shows ? this indicates that the actual number of records selected cannot be reliably determined. This could have resulted from aborting a selection part-way through. Choosing De-select All will correct the situation. SUMMARY: The important thing to remember is that if you select by method 1) using business categories you MUST also select ONE of the areas (city or state). Let's say you want to mail 200 busineses a week. Once you have chosen the categories, mark cities from A to E let's say, press 9 to Start Selection and then look at the Records Selected indicator to see how near you are to your target of 200. If you need a few more select a few more cities and press 9 again. Just using option 1 and ONE of 2 or 3 or 4 will not in itself "mark" records. You need to choose option 9 "Start Selecting" to do this. UTILITIES **** SUPPLIED TO USERS WHEN THEY REGISTER **** ========= PACK FILES : Deleted records are removed and data files and indexes are made more compact and efficient. BACK UP/RESTORE : First specify the backup drive capacity 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 database name. EXPORT/IMPORT DATA : Names,addresses, contacts etc can be exported/imported to/from DBASE, DIF and BASIC (CSV/ASCII) formats. 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, cities etc are correct. SPLIT DATABASE(S) : Records which have been "marked" using one of the five methods mentioned under "Selecting" can be transferred (along with all their phone messages, notes etc of course) to another database. Handy for breaking up a database that gets a bit big and unwieldy or if you want to move customers out to their own separate database. Page 7 SEARCHES ======== The search field is 255 characters long and will scroll sideways when the left hand edge of the screen is reached. TEXT SEARCHES If using advanced mode the search string must be enclosed in ' ' and can only be carried out on fields marked with an S (see search screen). Examples: 1) You are left a note to call someone back but you are only given the phone number '1223456' IN PHONE search string ---------- ---------------- field | operator 2) A "boolean" search involves the use of AND and OR and can produce a range of records: '0344' IN PHONE AND '0734' IN PHONE This will pull out all records with a Bracknell or Reading area code 3) Fields can also be searched for comparisons: CITY = 'Schaumburg' (text searches ignore upper/lower case) Strings are compared to their length. For exaple if the STATE field had 'ABcDEFg' in it, the expression STATE = 'AB' would be a match. DATE SEARCHES: Dates must be in the format dd/mm/yy LASTLET > 04/01/92 AND LASTLET < 04/30/92 This will produce all prospects last written to in April 1992 BEGINNER'S MODE: This 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. Page 8 APPOINTMENT SCHEDULER ===================== The 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 dates are taken as the first day of the week and by moving the cursor and pressing ENTER you will be shown that week. If there are no appointments for the week the "Add an Appointment" screen will be brought up. Press ESC if this is not needed. A check will be made to see if an appointment overlaps with an existing one. Appointments can be linked with a particular prospect - press F10 for a picklist of prospects - or left blank if "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 a 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. IMPORTING DATA ============== Importing data is more involved because of the need to "synchronise" the field names, types and lengths. Before starting have a look at the file format information on page 11 which shows the layout of the main database record. You should try and ensure that the names or labels on the file that you want to import correspond as far as possible with this layout. For 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 3) Type name of the new database (6 characters) plus CT then ENTER eg MYDATACT 4) Same as 3) 5) Line up fields so that they correspond using cursor keys. 6) GO with CTRL_ENTER 7) ESC when finished. Page 9 Pressing 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. If 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. Please note that DBASE memo fields are not imported. STANDARD KEYS ============= An underline is to be read as "and also press". So ALT_L means press ALT key and also press T. On pick lists (such as when selecting a database to work on): INS add a record ENTER change a record DEL delete record (confirm will be required) ESC finish F1 help F2 (main module) calculator F3 ( " " ) appointments,diary and calendar F4 calendar F5 to do list On entry forms (as when entering name address details): ENTER move to next field (also ??) CTRL_ENTER save all changes and finish ESC back up a field (quit if on first field) CTRL_ESC abandon any changes and finish F1 help (including other keys in use) F2 calculator F3 appointments,diary and calendar F4 calendar Page 10 Special keys available in Telemarket section : ALT_L popup list of letters sent to prospect press ENTER to view the letter. ALT_P popup list of phone calls ALT_D dial the phone number - modem required ALT_N general notes regarding the prospect ALT_A history of appointments & meeetings ALT_T telephone call timer ALT_F field arithmetic ALT_W write a one-off letter ALT_X set default script ALT_Y pop up default script ALT_S suspend the record. Unlike deletion the prospect still appears in the database but will not be included in any mailings. F10 picklist of prospects Page 11 WORDPERFECT INTERFACE ===================== The Wordperfect submenu is obtained from the Do A Mail Shot menu and before running WP or creating a merge file you must choose configuration on this menu to set up the path and filename for the word processor and also for where you want the secondary merge file to be saved. Your WP document can be "brought in" to MARKETEER later as a plain text file using ALT_I (import text) at the document update screen. Outline for WP mergeing: ======================= 1) Go into WordPerfect 2) Type in the letter. Where you want merged MARKETEER data to appear place the cursor and press SHIFT_F9, F and the field number 3) Save letter 4) Press CTRL_F9 and 1 to start merge 5) Secondary merge filename is referred to above The section called "Merge" in the WordPerfect manual gives more detail on this process. For most purposes you should find that the built-in word processor is sufficient. FORMAT OF MERGE FILE: The following fields make up a merge file Field 1 Corporate Title -----------| Padded out 2 Corporate Name or Title/Init/Surname (if personal) | lines will be 3 Unit | inserted after 4 Street | zipcode, if 5 City | any field is 6 State | blank 7 Zipcode ----------| 8 Salutation (uses Salutation 2 if filled in) 9 Yours faithfully or sincerely, depending on salutation 10 Date of last phone call 11 Date of last letter To get an idea of the fields used make up a test merge file with say half-a-dozen records selected. Page 12 WORD PROCESSOR KEYS: =================== Cursor Control Keys cursor up backspace cursor down TAB go to next tab stop cursor left shiftTAB left to tab stop cursor right ^RT go left one word HOME go to beginning of line ^LT go right one word END go to end of line ^PGUP go to top line PGUP go to previous page ^PGDN go to last line PGDN go to next page ^HOME erase entire line INS toggle insert mode DEL erase character Block Operations Other F7 mark characters ^ENTER accept (changes saved) F8 mark lines ESC cancel(changes not saved) Alt M move shiftF7 memory available Alt C copy Alt D delete ^ means pressed with CTRL key RT = RIGHT & LT = LEFT CURSOR 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." Page 13 REPORTS (Supplied with Utilites Pack to registered users) ======= A report can be sent to screen, printer or file. If viewed on the screen there are special features available such as Searching. Locking Rows/Columns, Bookmarks etc. (see further on) Types of report available: *** Records in alphabetic order - a single line or full details *** "Filofax-type" output. Name/address, phone number etc together with background notes and messages and letters as far back as a predefined date. Narrow format printing suited to Personal Organiser page widths. Only "selected" records are printed. See Make a Selection on Main Menu. *** Records in order of Category/State/Alpha *** Records in order of Category/City/Alpha *** Preselected records in Alpha order REPORT VIEWER FEATURES ====================== The following is a list of features along with their key assignments: BACKGROUND READING The viewer simultaneously scans a file and polls the keyboard to see if the user typed anything. This eliminates the wait time sometimes required before you can begin viewing the file. The status bar will indicate either '*Reading*' or '*Done*'. You can perform any command regardless of what state the viewer is in. The only thing to keep in mind is that '*Reading' indicates the file has only been partly read in. For example, a text search may indicate that the text was not found, when in fact it's in a portion of the file that has not been read in yet. For all but very large files, the '*Reading*' phase is over almost instantaneously. Two keys can be used to control this process: The <F9> key temporarily suspends background reading. The <F10> key resumes background reading. Page 14 READING LARGE FILES The viewer requires only 4K of RAM for every 1,000 file lines. Depending on free memory and file line size, files up to several megabytes in size may be read. If the viewer should run out of RAM, it simply stops reading the file and displays '*Out of Memory*' on the status line. You can still continue to view the portion of file that was read. TEXT SEARCH Pressing the <Alt-S> key prompts for a search string and scans the file from the beginning for the first occurrence of the string. The search is case insensitive. Pressing the <F3> key searches for subsequent occurrences of the string, starting immediately after the last match. If the cursor bar is active, it is placed on the matching line. The line containing the last search match remains highlighted until the next search operation. LOCKING ROW AND COLUMN TITLES Pressing <Alt-C> will allow you to select a range of column titles to lock. Extend the highlighted area using the <Up> and <Down> arrow keys and press <Enter> when done. The text in the highlighted area will remain fixed in position as you page through the file, but scroll horizontally when necessary. Pressing <Alt-C> a second time unlocks the titles. Pressing <Alt-R> performs a similar function for row titles. Use the <Right> and <Left> arrow keys and/or the <Tab> and <Shift-Tab> keys to extend the highlight and press <Enter> when done. The text in the highlighted area will remain fixed when scrolling horizontally, but scroll vertically when necessary. Pressing <Alt-R> a second time unlocks the titles. Both row and column titles may be locked simultaneously. Page 15 BOOKMARKS A bookmark allows you to "remember" your place in the file. Up to 9 bookmarks, labeled '1' thru '9' may be set. To set a bookmark at the current location, press <Alt-B> and enter the number of the bookmark you wish to set. To jump to a remembered book mark, press the number key (1-9) corresponding to the bookmark. To set a bookmark at the current location and jump to the previous bookmark location, hold <Alt> key down and press a number key (1-9). This allows you to toggle between two locations. STATUS BAR The status bar shows the current line, the total number of lines in the file, the current column offset, the current file read status, and the amount of free memory. CURSOR BAR The cursor bar may toggled on/off by pressing the <Enter> key. When the cursor bar is turned off, the current line indicator on the status bar will display the line number of the first screen line. Pressing <Scrl-Lock> will lock the cursor bar at the current position. PAGE BREAK INDICATOR Page breaks (ASCII FormFeed 12) are displayed as a crosshatch line separating one page from another. They indicate where the pages will break when when the file is printed. PAGE JUMPS The <F7> key moves you to a particular printer page. Printer pages are defined as above. The <F8> key moves you to a particular screen page. Screen pages are 24 lines long. MOVEMENT KEYS The <Left> and <Right> arrow keys scroll the display horizontally by 10 columns. Pressing <Ctrl-Left> and <Ctrl-Right> scrolls horizontally by 40 columns. Pressing <Home> will scroll back to the first column. Pressing <PgDn> the first time moves the cursor bar to the bottom of the screen. Subsequent presses scroll the display down one page. Page 16 GLOSSARY ======== BACK 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. FIELD Component part of a record. EG, Phone Number The hierarchy is Fields - Records - Databases FILE 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. RELATIONAL As in relational database. Describes how all the records are linked (or related) in a variety of ways. EG, letters to a particular prospect and also to the word processor. RECORD A record is composed of fields and is itself the component of databases. SUPPORTING FILE Used in look ups. For example the Company Titles Page 17 Appendix A FILE FORMAT : ============= SURNAME STRING(30) surname SALUTATION STRING(20) INITIALS STRING(4) initials TYPE STRING(1) company or personal TITLE STRING(4) title, eg Mr COTITLE STRING(25) Company Title UNIT STRING(28) STREET STRING(25) CITY STRING(20) STATE STRING(17) ZIP STRING(14) CONTACT STRING(18) EXT STRING(4) SALUTATION2 STRING(18) PHONE STRING(14) FAX STRING(14) LASTLET LONG last letter sent LASTPHONE LONG last phone contact FOLLOW_UP LONG follow up date INTERESTS BYTE(0) CATEGORYNO STRING(4) business category number CUSTNUM STRING(9) customer ID SOUNDEX STRING(5) DUPE STRING(14) DONE STRING(1) SUSPENDED BYTE(0) SELECTED STRING(1) UNIT STRING(28) !Unit Building part of address COTITLE STRING(25) !Company Title USER1 STRING(15) !User Defined Fields USER2 STRING(15) USER3 STRING(15) USER4 STRING(15) USER5 STRING(15) FUPTYPE STRING(4) !Follow up type The figure in brackets after STRING refers to its length. After BYTE it refers to the start up value. A LONG is 4 bytes. Page 18 ************************* * REGISTRATION FORM * ************************* Send to: Shareable Software International PO Box 59102 Schaumburg, IL 60159 Please supply ..... registered copies of MARKETEER together with printed manual and Utilities Package at 79 dollars each I enclose a check/M.O. for $...... or charge my MC/Visa card ................................ Expires .......... (Card Number) Cardholder/delivery Name & Address: ______________________________ _______________________________ Signed _______________________________ _______________________________ Date ____________ _______________________________ Do you require 5.25" 360 Kb or 3.5" 720 Kb floppies ________ Where did you obtain your copy of MARKETEER from? ____________________ ┌────────────────────────────────────────────────────────────────────────┐ │ Comments/suggestions for enhancements: │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ │ └────────────────────────────────────────────────────────────────────────┘ Version 2.3 Please use BLOCK CAPITALS 1-800-622-2793 (ORDERS ONLY) 708-397-1221 (Voice, Inquiries, Support) (If you require a different registered name and address to the delivery/ cardholder address above to be shown in the software please indicate below) Page 19