Category : Databases and related files
Archive   : CPTUT219.ZIP
Filename : P2.SET

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€ÉBÍF»º The fields below are USER DEFINED FIELDS. You can modify these ºº fields to suit your own application. The USER INDEX FIELDS are ºº sort fields. When you add or update your contacts, Contact Plus ºº automatically stores your contact in sorted order by LAST NAME, ºº COMPANY NAME, ZIP CODE and by the two INDEX FIELDS. €ºÈBÍ
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€É)ÍQ€»º The top part of the USER PARAMETER MENU ºº is devoted to naming the MAIL/MERGE #€ºº templates. This is explained in N€ºº "J - Mail/Merge." We will only explain ºº the USER DEFINED FIELDS for now. €ºÈ)Í
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€È)Í€¼°Ä€´³ FIRST DATE: **/***/** +²€**/** ³ÃNÄ€´³ ACCOUNT NO: 32423 €REGION: €southern €³³ BEST TIME: afternoons €RECPT NAME: Mary Beth €³³ LASTACTION: €NEXTACTION: €³ÃNÄ€´³ MEMO:)
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À@@P@ @ @0@@ @0@@ @0@@ @0@@ @0@@ @0@ €CONTACT MENU €Your Company Name Here 4€WEDNESDAY 19 DEC 90LAST CHANGED 19 DEC 90 at 05:04pm$ +€HEADER PAGEINDEX: (last name) - Sammy Steal0
€ÚNÄ€¿³ SALUTATION: €FIÉÍ PHONE MESSAGE Í
€» €³³ TITLE: €º Start Time : 05:05:14 @€º°ÄÄÄÄ¿ ³³ COMPANY: Here Today, Gonº Elapsed Time : 00:00:07 '€º° ³ ³³ ADDRESS1: 0324 Fast Lane º) €º° ³ ³³ ADDRESS2: €º Message! €º°ÄÄÄÄÙ ³³ CITY: €Los Angeles º) €º° €³ÃÄ€ÌÍÉÍ PHONE MESSAGE ÍB€»´³ PHONE 1: (555) 243-4532 º º A - Left message with secretary €º°ÃÄ€Èͺ B - introductory phone call €º°³ FIRST DATE: **/***/** €²º C - call back €º°ÃÄ€º D - follow up phone call €º°³ ACCOUNT NO: 32423 €º E - thanks for business €º°³ BEST TIME: afternoons €º F - make an appointment €º°³ LASTACTION: €º G - appt set for ... €º°ÃÄ€º H -* €º°³ MEMO:
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€É Íh€»º Note that a OK message is on ºº the calendar signifying that a ºº call was placed on the 19th. ºº º €LM - Left Message º €Ok - Call ok º €Bz - Busy signal
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ۼ ۼ January 19, 1989

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ۼ ۼ John Q. Public
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ۼ ۼ Manager
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ۼ ۼ Public & Associates
€º €º *a1 €º Í€ º 123 Main St
ۼ ۼ *ci, *st *zi

ۼ ۼ Albuquerque, NM 87
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€» K€º It is recommended that you use MicroStar to generate your form files. º €º A form file must: €1) Include mail/merge codes
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€º €3) Contain the extension ".FRM"
€º K€º Let us go over the whole process of word processing in Contact Plus. º
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€ÚNÄ€¿³ SALUTATION: Mr.

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€ÚÄ€¿ ³³ COMPANY: Hardsell €³ NOTES? NEXT TICKLER
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€É.ÍZ€»º Use the TICKLER PAGE to record appointments, ºº meetings, call backs, lunch dates, etc. ‰€ºº Each contact can have up to 15 ticklers in ºº his/her schedule. They are sorted in date ºº order automatically as you enter them. K€ºº You will be shown how to enter a new tickler ºº on the next few screens. €ºÈ.Í
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€DONE? MEMO €NOTES P-€Sinister, Bob - HardsellJ €02 Jan 91 €NO €1st call! (€Steal, Sammy - Here Today, Gone Tomorrow: €27 Dec 90 €NO !€call back call back at 5:00 P.M. P-€CONTACTS PRINTED: 2  €Press any key to continue: .4 €DONEL €ESC-Exit €F1-Help €F2-Scrn €F5-DOS €09:59am:H10T01UF' )0
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€ÚNÄ€¿³ A €1st call +2w €03 Jan 91 Th €14 ³ €brochure 1 +6w €31 Jan 91 Th €42 ³ €letter 1 +9w €21 Feb 91 Th €63 ³ €2nd call +12w €14 Mar 91 Th €84 ³ €final letr +16w €11 Apr 91 Th
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€É)Íр»º You may setup the POPUP MENU for common ºº items such as call backs and meetings. ºº Make a choice by pressing one of the ºº letters A - H or by moving the bar to ºº a selection then pressing [ENTER]. €ºÈ)Í
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€ÚNÄ€¿³ SALUTATION: €FIRST: Sammy
€LAST: Steal €³³ TITLE: 4€ÉÍ NOTES ÍWednesday 19 Dec 90 - 12:56pm 1 of 1 ÍÍ» ÄF€¿ ³³ COMPANY: º This is a note. It is entered for this client º°R
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Ä€´³ FIRST DATE:ÈͲ̀¼°E: **/***/** ³Ã
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Ä€´³ ACCOUNT NO: 32423 €REGION: €southern €³³ BEST TIME: afternoons €RECPT NAME: Mary Beth €³³ LASTACTION: €NEXTACTION: €³ÃNÄ€´³ MEMO:) €CATEGORIES: €³ÀNÄ(€ÙOption (Add Delete Index ENTER=update):
€. u€PAGE: Header Ticklers Phone_calls Letters Call-graph Summary 6-month 1-month ENTER to select.  change selection.+ P€ESC-Exit F1-Help F2-Scrn F3-Dial1 F4-Dial2 F5-DOS F6-WP F9-Incal 12:57pm:G03R.BUF' )±›0 @@@
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@”@@@‹‹@P@ @ @0À @0À @0À @0À @0À 0000 000 @0À @0@ €CONTACT MENU €Your Company Name Here 3€THURSDAY 20 DEC 90LAST CHANGED 19 DEC 90 at 05:04pm# )€TICKLER PAGEINDEX: (last name) - Sammy SÉÍ
€» €TICKLER DATE €º Thursday 20 Dec 90 º°
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€ÌÍ€¹°Ä €¿³ call back €º Su Mo Tu We Th Fr Sa º° ³
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€ÈÍ€¼° ³ ² ³N ³N ³N ³N ³N ³N €³ÀNÄ€Ùtickler date...: +1w
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€É*Í€»º After entering call back as the tickler, ºº the TICKLER DATE can be entered. Use ºº date arithmetic here if you wish, or 8€ºº simply enter the dates with the POPUP ºº CALENDAR. L€ºº +1w is entered here signifying that the ºº call back would be next week. €ºÈ*Í
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€É)ÍX€»º A log of the letter including the file ºº name is stored along with today's date. ºÈ)Í
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€É5Íg€»º As you can see, an entire follow-up schedule can be ºº entered. As you enter each tickler, they are €ºº automatically sorted by date. €ºÈ5Í
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€É&̓€»º The tickler report was sent to the ºº screen. As you can see all ticklers ºº between Dec 20th and Jan 3rd were ºº printed. €ºÈ&Í
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ۼ ۼ January 19, 1989

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ۼ ۼ *fn *ln
ۼ ۼ John Q. Public
ۼ ۼ *ti
ۼ ۼ Manager
ۼ ۼ *co
ۼ ۼ Public & Associates
€º €º *a1 €º Í€ º 123 Main St
ۼ ۼ *ci, *st *zi

ۼ ۼ Albuquerque, NM 87
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ۼ ۼ Dear *fn,
ۼ ۼ Dear John,
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ۼ ۼ blah, blah, blah...
ۼ ۼ blah, blah, blah...
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ۼ ۼ Sincerely,
ۼ ۼ Sincerely,
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€º €º ÉL͛€» º The mail/merge codes are available both in the on-line help screens and º º the C.DOC file included with Contact Plus. We suggest that you take a H€º º look at the SAMPLE.FRM sample form letter provided with the system. €º ÈLÍ€¼ :WP2R.BUF' )gE02P@ @0¨@>@O@>@O@>@O@>@O @
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€» >€º We will illustrate this short example using the MicroStar º >€º word processor. If you are using WordPerfect, WordStar or º 6€º XYwrite, you may create your form letter using those
ۼ ,ۼ word processors in normal document format.
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€º >€º However, if you are using MicroSoft Word or Works you will º >€º have to save the file using the SAVE AS TEXT file option º %€º in order for this to work properly.
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€º >€º As you can see, we have started the word processor with º €º a clean screen.,
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€»* E€º The body of the letter can now be º Thanks for taking the time_ €º entered. You can even include
€º* &€º the information in the USER FIELDS º* €º by using the codes *u1 - *u6.
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Àx@B@x`@E@O@E@O@E@O@E@O@E@O@@@E@O@E@O÷@?€ Use keypad to edit, wildcards for directory, to accept
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€» E€º You will want to save the file now. If you are using MicroStar, º E€º press [F10] for the menu, press [F] for the file menu, press [S] º E€º to save the file and enter a file name. DO NOT FORGET TO USE THE º E€º .FRM extension in naming the file. If you are using MicroSoft º ?€º Word or Works, you will want to save the file as a TEXT FILE.
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€» G€º Contact Plus will now "launch" the word processor. In this example º 4€º it is launching the MicroStar word processor - MS.
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ۼ @ۼ Note that a new word processing document file has been created
ۼ @ۼ with the name PUBLICJO.003. This file name was constructed by
ۼ ۼ the following formula:.
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+€LASTNAME + FIRSTNAME + "." + 3 digit number
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€º G€º A unique word processing file is created everytime the F6 key is º G€º pressed. If the lastname and the first name exceed 8 characters, º 7€º the file name is truncated (chopped) to 8 characters.
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€RÄP €January 19, 1990 €John PublicE 4€ Main Avenue NE> €Albuquerque, FL 32233Š
€Dear John,– €Thanks so much forÉ4Í
€» B€be disappointed wiº As you can see, Contact Plus has automatically
€º 6€º merged John Public's information into the letter º !€If I can be of anyº PUBLICJO.003.&
€º €anytime at (800) 4º4
€º 6€º At this point you may continue editing the letter º €º or you may print it out now.
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€Sincerely,
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€Joe Schmoe6
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