📄 contact.hlp
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Enter a short note describing this
letter/correspondence.
Examples:
Thank you note
Notice of deposition
Bill payment
When the F6 key is used, this field will contain the
name of the template file - CONTACT.FRM.
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Enter the name of the file where this letter is
stored. This field is set automatically when the F6
key is pressed.
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Enter a name for the appropriate form. If a form
name is entered and you choose to print the form or
send it to a capture file, then this name will be
automatically recorded on the LETTER PAGE with the
form name in the MEMO field.
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Enter the label for the user defined field. You may
customize this field in any way that suits your
particular application.
The user defined field is a character string field
that can be sorted and searched on.
For example, we can choose "REGION" as one of the
fields. Then we can sort and select the contacts by
the REGION field. Another example would be "SSNO"
for social security number. The contacts can then be
sorted and selected by social security number.
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Enter your name or company name here. Your company
name will appear at the top of the page in all
reports and screens.
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Enter the path name of the directory where the
template files are stored. The template files are
used with the word processor as specified in the WORD
PROCESSOR field.
c:\contact\template\
Each template file in the template directory should
end with the extension - ".FRM"
The template file will look something like:
+-------------------------------------+
| *sa *fn *ln |
| *a1 |
| *ci, *st *zi |
| |
| Dear *fn, |
| blah blah |
+-------------------------------------+
Pressing the F6 key will do the following:
1) CONTACT PLUS will read the template file and
make the correct substitutions for the
fields --
*sa - salutation
*fn - first name
*ln - last name etc.
Refer to the documentation for a list
of ALL fields available.
2) The substitutions will be placed in a file
with the name "smith.001" where the first
part of the file name is the last name of
the individual and the extension is a 3
digit number bumped up everytime a new
letter is sent. The next file would be
"smith.002."
3) Your word processing program as specified
in the WORD PROCESSOR prompt will be started
with the name of the file just created.
wp \contact\letters\smith.001
The form files must be stored as ASCII files for most
word processors. WordPerfect is an exception; the
form files that you create with WordPerfect are
compatible with CONTACT PLUS and need not be stored
in TEXT format.
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Enter the full path name where the letters created
using the F6 key will be stored. For example, if you
wish to store letters in the subdirectory,
"c:\corresp\contact\letters" enter the full path name
here.
The template file will be searched for in the path
you specify. If the template file doesn't exist in
the path, the current directory will be searched.
The template file must end with ".FRM"
The word processor as specified in the WORD PROCESSOR
prompt will be called with the path name and created
file. Example:
When the F6 key is pressed:
The form file "APOLOGY.FRM" is chosen.
A new file - SMITH.001 is created in the
directory "\corresp\contact\letters"using the
fields in APOLOGY.FRM as a template.
The word processor is called:
wp c:\corresp\contact\letters\smith.001
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Enter the full path name of the word processor, or
simply the name of the word processor if it is
already specified in the PATH.
If the word processor is called from a batch file,
prefix the path name with the string "command /c".
Ex:
command /c wp
Do not enter any file name arguments here. CONTACT
PLUS will automatically call up the word processor
with the appropriate file name as the first
commandline argument.
The word processor will be called up when the F6 key
is pressed. The current record will be called up
with the template fields filled in.
For example, if the editor - "\programs\editor" were
set and the database "BUSINESS" was called up with
the name of "Sam Smith" on the screen, CONTACT PLUS
would then create the file - "business.smi" by using
the template specified in the TEMPLATE field. Then
the command is issued:
\programs\editor business.smi
Which automatically places you in the word processor
with the correct file name.
You do not need to specify the ".EXE" or ".COM"
portion of the file name.
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Enter a label for the date field. Typical choices
could be:
first,last,next contact dates
proposal date
invoice date
demo date
birthdate
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The following keys will scroll through the dates:
Up Arrow - Previous year
Down Arrow - Next year
Left Arrow - Previous month
Right Arrow - Next month
Home key - This month
You are limited to scrolling through 20 years. The
bell will beep when the limit is reached.
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Enter a tickler date : anniversary date, birthdate,
meeting date, etc. Enter dates as in the other date
fields ...
Examples:
To enter a tickler for Mar 23, 1988
Simply enter: "23mar88", or "032388".
Shortcut examples (using date arithmetic):
To enter a reminder for today:
enter ".", which is a shortcut for
today.
For a reminder date of tomorrow:
enter "+1", which stands for 1 day
from today. Similarly, yesterday would
be entered as "-1"
90 days from today is entered as "+90".
Next week is "+1w" and next month
is "+1m".
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Enter a short memo (10 characters). This memo will
appear in the 1 month calendar page.
To delete a tickler, press the SPACE bar followed by
the ENTER key in this field.
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Enter:
y - tickler is done!
n - tickler is not done yet
a - not applicable
By separating your tickler dates this way you can
list out all outstanding items needed to be
accomplished, thus keeping you on track.
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Enter a short line giving more information than is
available in the ten character description. The ten
character description will appear in the 1 month
calendar.
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Enter:
'n' - no answer
'b' - busy
'i' - incoming call
'l' - message left
'o' - call successful "ok"
The 'n', 'b' and 'l' keys will clear the elapsed time
field.
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Enter "y" if you have an IBM/EPSON compatible
printer. If you do, when F2 is pressed, CONTACT PLUS
will save the screens using the line drawing
character set instead of dashes "-", plus symbols "+"
and pipe symbols "|".
Your saved screens may look more attractive using
this option. If the line drawing characters appear
as a string of MMMMMMMMMMMM's, you will want to enter
"n" at this option.
To see if it works on your printer do the following:
0) Set this option to "y"
1) Discard previous saved screens
2) Call up a calendar page
3) Enter F2 to save the screen
4) Print the saved screen
5) Check the printed output
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Enter the local area code. This area code will be
compared with the area code being dialed using the F3
or F4 key.
If the area code matches, then the call is treated as
a local call and the area code will NOT be dialed.
If the area code doesn't match, then the call is a
long distance call and the long distance prefix will
be dialed in addition to the full number including
the area code.
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Enter the long distance dialing prefix. If a pause
needs to be inserted to the dialing sequence, insert
commas ",". Each comma inserted adds a two second
delay.
To delete the prefix, press the SPACE BAR then the
ENTER key.
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Enter the local call dialing prefix (if any).
Typical local call prefixes would need to dial a 9
then a pause to get out of the building or office.
Enter comma's to delay the modem. Each comma adds 2
seconds to the delay.
Example:
9,,,
Dial 9 then pause for 6 seconds.
To delete the prefix, press the SPACE BAR then the
ENTER key.
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Enter "y" to clear out each entry on this page.
Press ESC or "n" to abort the clear.
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Choose a database to archive by pressing the arrow
keys. The selected database will be archived using
the PKARC program from PKWARE, INC.
The database will probably be condensed into 10
percent of its original size. It will be stored in
"contact.arc" or <database name>.ARC.
After archiving the database, you may then COPY the
ARC file to floppy.
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Enter the name of the program you wish to be run when
the F5 key (DOS) is pressed. If the program is in
your search path, it will be run just as if you typed
in the command at the DOS prompt. You must first
press ESC then save the change before the new command
will take effect.
Leave the field blank to simply run DOS. TO blank
out the field, press the SPACE bar then the ENTER
key.
If the program is a batch file, preface the command
with "command /c". You can enter a command with up
to 4 separate parameters.
For example:
To run your word processor which is run through a
batch file, enter:
COMMAND /C WP
To run a spreadsheet program such as LOTUS 123 that
is NOT part of a batch file, enter:
123
If CONTACT PLUS cannot run the program try using the
"COMMAND /C" prefix.
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Enter one of the following letters:
"o" - call was made ok
"n" - no answer
"b" - busy signal
"l" - left a message
"d" - didn't call at all
"i" - incoming calls
"a" - all calls included
Those calls that fall within the date range specified
in the "FROM" and "THRU" fields that match the
criteria chosen will be printed.
For example: to search for all calls with busy
signals for today enter "b" at the prompt and enter
"." in both FROM and THRU fields.
To search for all contacts NOT phoned, enter "d" and
fill in the appropriate FROM and THRU date fields.
Enter ESC to print the report.
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Enter one of the following:
'd' - ticklers marked DONE
'n' - ticklers marked NOT DONE
'o' - ticklers marked N/A
'a' - ALL ticklers
's' - don't select by tickler date
Those tickler dates as displayed in the TICKLER PAGE
will be printed according to the selection you made.
This report is handy to ask questions like:
"What do I need to get done this month?"
"What was accomplished last month?"
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Enter "y" to select contacts with a note falling
within the dates you specify.
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Enter:
's' - letters SENT
'r' - letters RECEIVED
'a' - ALL letters sent or received
'n' - do NOT select letters
Those contacts with letters sent and/or received
within the dates specified will be printed.
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Record a short note to be stored in the PHONE LOG
PAGE. Once finished with the message press the ESC
or ENTER key.
The elapsed time clock will be continually updated
while you enter keystrokes.
If you call up the HELP screen or press the INFO key
or escape to DOS, you will then need to press another
key within the window to update the elapsed timer.
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First pick up the phone receiver then press any
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