📄 contact.hlp
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track of the time spent on the phone. Just dial the
phone as you normally would do then press F3 or F4
(you need to record the phone number in the PHONE
fields for this to work). CONTACT PLUS will then
display the popup timer - allowing you to keep track
of time spent on the phone.
To log time spent on incoming calls, after receiving
the call search for the contact by entering his/her's
last name at the KEY PROMPT. Then press the F9 key.
The call will then be logged. Use the MEMO field to
record the time spent on the phone if you wish.
Press the DOWN arrow or UP arrow to view the next and
previous contacts.
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Select one of the template form files using the ARROW
keys. Press the PAGEUP and PAGEDOWN keys to view the
next and previous pages.
The template file will be used to create a letter to
this contact. The file created will be named using
the first 8 characters of the last name with a 3
digit sequence number as an extension. For example,
the first letter to Sam Smith would be "SMITH.001".
The template files must end with ".frm".
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Enter a short comment next to the most recent call.
Press the SPACE bar then the ENTER key to delete the
comments.
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Enter the contact's last name.
The last name is used as an INDEX field meaning that
you can search and sort the database using this
field.
Enter ESC to exit.
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Enter the contact's first name.
Enter ESC to exit.
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Enter a title for the contact.
Examples:
Vice President
Owner/operator
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Enter the address of the contact. If the address
spans two different lines or there is not enough room
on one line, use both ADDRESS1 and ADDRESS2.
Example:
ADDRESS 1: 1580 Main Avenue
ADDRESS 2: Suite 120
Enter ESC to exit.
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Enter the contact city. If you are entering the same
city repeatedly for new entries, enter the city name
in the DEFAULT CITY field under the SYSTEM PARAMETER
MENU.
Enter ESC to exit.
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Enter the contact's state of residence. If you are
entering the same state repeatedly for new entries,
enter the city name in the DEFAULT STATE field under
the SYSTEM PARAMETER MENU.
In addition to the 50 states you can enter the
following two letter codes for US territories:
cm - Northern Mariana Is.
tt - Trust Territories
as - American Samoa
cz - Canal Zone
vi - Virgin Islands
pr - Puerto Rico
gu - Guam
na - Not Applicable
Enter a two letter code, this will be expanded to a
full name by CONTACT.
I.e. nm - New Mexico
fl - Florida
ca - California
dc - Dist of Columbia
Enter ESC to exit.
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Enter the zip code. If you are entering the same zip
code repeatedly for new entries, enter the zip code
in the DEFAULT ZIP field under the SYSTEM PARAMETER
MENU.
Enter ESC to exit.
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Enter the contact's phone number in the following
format:
(123) 999-1234
Enter the area code in parenthesis so that when
dialing, CONTACT PLUS can determine if the phone
number is local or long distance based on the "LOCAL
AREA CODE" as set in the PHONE PARAMETER MENU.
There is extra room to add a comment next to the
phone number. For example, if your insurance agent
had a number for claims and you wanted that in place
of the phone number field, you could simple enter:
PHONE 1: Claim 444-2321
Make sure the comment doesn't contain an 'X', as
CONTACT PLUS ignores all digits after an 'X' or 'x'.
Note also that you can signify an extension by making
an 'X' in the number. CONTACT PLUS will ignore all
digits appearing after the 'X'. For example:
PHONE 1: 255-4433 x444
CONTACT PLUS will dial "2554433" for you and it is up
to you to ask for the extension.
CONTACT PLUS normally ignores all non-numeric chars
when autodialing for you, except for the ",". Thus
this number would be correctly dialed when F3 is
pressed.
A comma "," will cause the modem to pause for a
moment.
Enter ESC to exit.
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Enter the name of the contact's company.
This is a INDEX field. If you wish to search for a
particular contact by company, you can simply change
the index to COMPANY. Typing in the first few
characters that distinguish the company at the prompt
will bring the contact to the screen.
For example: to search for "Joe Soroche of Atlantic
Associates: you could enter "i" to change the index
then "atl" and the record would be retrieved. Keep
in mind that searches for the contact by company name
are not case sensitive. Therefore you can enter
"ATL", or "atl". Both will match with "Atl...".
Enter ESC to exit.
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Enter the category or categories that are applicable
to this contact.
Each contact may belong to more than one category.
For example, if the contact is in CATEGORY A, F and
G, enter "afg" and the contact will be placed in
three categories.
The selected codes will be highlighted and marked
with an asterisk '*'. The popup window only appears
when the highlight bar is directly on this prompt.
A contact may belong to up to 24 different codes or
categories. Each category is accessed from the MAIN
MENU under the EDIT CATEGORIES MENU.
Enter ESC to exit.
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Keep a historic log of dated one line notes made to
yourself concerning this contact. Items such as
meeting dates or phone call summaries can go here.
Fill in the DATE and NOTES fields. The WHEN field
will be calculated relative to the CURRENT DATE as
displayed in the upper right corner of the screen.
To add a new note:
1) Press the ENTER key.
2) Press "a" to add a new note
(the oldest will be discarded)
3) Enter the date and the memo.
To edit an existing note:
1) Press the ENTER key twice
2) Position the cursor over the
field to edit.
To delete the top note:
1) Press the ENTER key
2) Enter "d" to delete the
top note on the page.
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Enter a short descriptive note describing a meeting
which took place, or a mental note to keep track of.
Press the SPACE bar followed by the ENTER key to
clear this entry.
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This page is a graphic view of the status of the last
30 phone calls made over that last 13 months. This
page is useful to get a visual picture of the number
of times the contact has been phoned over the last
year.
NO/BZ - no answer & busy signals
OK/IN/LM - ok, incoming and left message
The NO/BZ numbers are displayed graphically to the
left of the OK/IN/LM numbers.
This page is for display only. Pressing the ENTER
key will not have an effect.
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This page records the last 15 letters/memos sent or
received from this contact. Fill in the DATE, STATUS
and MEMO fields. The STATUS field can be "received"
or "sent".
To add a new letter:
1) Press the ENTER key.
2) Press "a" to add a new letter
(the oldest will be discarded)
3) Enter the date and the memo.
To edit an existing letter:
1) Press the ENTER key twice
2) Position the cursor over the
field to edit.
To delete the top letter:
1) Press the ENTER key
2) Enter "d" to delete
To clear ALL letters on the page:
1) Press the ENTER key
2) Enter "c" at the prompt
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It is from this page that you can add, delete, and
change the contact entries. As with all the pages,
press the UP and DOWN arrow keys or enter the first
few characters of the last name to access the
contacts.
At the bottom of the page is the prompt "PAGE:" with
a list of all the pages that can be viewed. Press
the LEFT and RIGHT arrow keys or enter the first
letter of one of the pages followed by the ENTER key
to access the different pages.
Enter:
a - add a new contact
d - delete an old contact
i - change the index
F3 - dial phone number 1
F4 - dial phone number 2
F5 - run a DOS command
F6 - run your word processor
F9 - log an incoming call
ENTER - modify the contact
DOWN ARROW - view next contact
UP ARROW - view previous contact
Enter the first few letters of the key of which to
search. Example:
To find the contact "Sam Smith":
Entering "sm" will search the database for the first
occurrence of a key field starting with "sm". If
there is a "Ed Smith" in the database, it will
retrieve "Ed Smith" instead of "Sam Smith", as "Ed"
appears alphabetically before "Sam". Press the DOWN
arrow key to the next record: "Sam Smith"
Note: CONTACT PLUS does NOT make a distinction
between upper and lower case names. I.e., there is
NO difference between Smith and SMITH and smith.
The other indexes (Company name and the user defined
keys) operate similarly.
PHONE CALLS:
After pressing F3 or F4 you will be prompted to press
a key to release modem control of the phone. Pick up
the receiver then press any key. A phone message
prompt will appear prompting you for the outcome of
the call ...
Was a message left?
Was there a busy signal?
Did you get through?
Was there no answer?
If "l" or "o" is pressed a timer window will popup
with the starting time of the call and the elapsed
time.
If "b" or "n" is pressed a log in the phone call page
will be added to the top of the page with BUSY or
NOANSWER.
Press the F6 key to access your word processor.
Before accessing your word processor, make sure that
the name or path of your word processor is stored
under the SYSTEM PARAMETER MENU. Also, you must
create a template file (it may be blank) in which
CONTACT PLUS will fill in the proper fields. For a
sample template file, see the files ending with
".frm" provided with the DEMO. The template files
must end with the extension "FRM".
After pressing the ENTER key to update the fields of
the contact, use the HOME key to set the "home
position". The home position can be used to quickly
update a particular field of the record.
For example, if we wished to update the "MEMO" field
of all contacts, one after another. First we would
press the ENTER key after calling up the first
contact to change, then we would position the cursor
over the MEMO field. The HOME key would be pressed
and the prompt - "HOME POSITION SET" would appear,
indicating that on subsequent changes, the cursor
will be placed in the MEMO field rather than
appearing at the top of the screen in the SALUTATION
field.
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CONTACT Menu - Add, delete, update and search for
contacts from this menu. Send letters at the press
of a key using YOUR word processor.
Dial the phone or take incoming calls. View the
calendars and setup appointments. Record notes and
keep track of correspondence.
Press the ESC or TAB key to exit.
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CONTACT Reports - Print listings of contacts from
this menu. Sort and search the database from this
menu.
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CONTACT Forms - print custom form letters, rolodex
cards, mailing labels from this menu. Also use this
menu to generate ASCII export files for use with
other programs.
Generate WordPerfect secondary files for mail/merge
within WordPerfect.
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Edit Categories - You can edit all categories from
this menu. Choose from 24 different categories.
Each category can be used to categorize the contact.
Contacts may be in multiple categories.
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Change CONTACT PLUS's idea of the CURRENT date. The
CURRENT date is displayed at the top right corner of
the screen and reports. It is important that the
correct date and time are set before starting up
CONTACT PLUS.
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Enter the selection code letter(s). For example, if
Code A is the Western Region, Code B is the Northern
Region team and you wish to select all members of
both Code A and Code B, type "ab".
Enter "a" for just the Western Region.
Enter ".", to select ALL contacts in ALL categories.
Press ESC to quit.
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Contact's with a NEXT contact date of TODAY will be
printed along with the home, and work phone number
and the lines in the NEXT CONTACT MEMO fields.
If there are zero contacts to meet with today, none
will be printed.
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Contact's with a NEXT contact date of today thru 7
days from today will be printed.
Contacts are sorted in key alpha order. This is one
report that doesn't give you a select option.
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