The PC-SIG Library 10/The PC-Sig Library - Shareware for the IBM PC and Compatibles (PC-SIG)(Tenth Edition Disks 1-2804)(1991).iso/PC_SIGCD/18/8/DISK1880.ZIP/TRACKER.DOC

Text File | 1990-12-13 | 38KB | 1,375 lines

                       *******************

                         CONTACT TRACKER

                       *******************



























COPYRIGHT 1988,1989,1990 CHARLES WILLIAM RAYMOND, WEDGE
MARKETING COMMUNICATIONS. ALL RIGHTS RESERVED. CONTACT TRACKER is
the sole property of Charles W. Raymond and Wedge Marketing
Communications. It is offered to you on a "trial and pay" basis
subject to the licensing agreement that follows user
documentation. IF YOU LIKE CONTACT TRACKER SEND YOUR FIFTY DOLLAR
($ 50.00 U.S.) registration fee to Wedge Marketing
Communications P.O. Box 747 Lake Arrowhead, CA 92352 Calif.
Residents add 6% sales tax. In addition to authorized use,
registration entitles you to notification and availability of
improvements, modifications, and updated versions of CONTACT
TRACKER.


                    WHAT IS CONTACT TRACKER?

CONTACT TRACKER is a program for persons interested in being THE
BEST at the PEOPLE BUSINESS.

CONTACT TRACKER is a data base, a phone dialer, a priorizer, a mail
merger, a manager, an arranger, an organizer, a labeler and even a
telemarketer. It was initially designed as a sales prospector for
Wedge Marketing Communications, an incentive marketing agency in California.
The program helps account executives keep record, call, write letters
of introduction, follow-up, and otherwise track sales prospects and
service clients. Even Wedge Marketing Communications' creative department
began using CONTACT TRACKER to track vendors' and their bids and
even projects, not to mention mail-merging Christmas letters to all
their freinds.

CONTACT TRACKER can be made to merge leads into it data base from
files created by a mainframe.

The Secret to Making CONTACT TRACKER really perform is "DON'T
MAKE CONTACT TRACKER HARDER THAN IT IS and BE CREATIVE with the
ways you use its categorizing capabilites."

CONTACT TRACKER was written to be easy to use. You should be able
to use it to its full potential, even without reading the written
documentation.

               WHAT CAN I DO WITH CONTACT TRACKER?


You can set up CONTACT TRACKER to keep track of important appointments,
calls, meetings, dates, people and even projects. It can send out
price updates to selected customers. It can send out memos to employees
or letters of introduction to prospects. (Writing and getting 60 letters
in the mail on one hour is not unusual.) It can thank people for opportunites.
It can create labels for mailings. It can dial numbers and keep track
of who said what, how much, and when. It can sort every which way
and print the results to your screen or printer. It can help you organize
your days and plan for tomorrow. It can distinguish between customers,
clients, vendors, suppliers, friends and family. AND USERS ARE FINDING
MORE WAYS ALL THE TIME TO DO MORE WITH CONTACT TRACKER.















                  FILES NECESSARY FOR OPERATION

There are several files necessary to CONTACT TRACKER. They are;

FILE NAME         DESCRIPTION
A         CONTROL FILE
ONR         CONTROL FILE
TRACKER.EXE     CONTACT TRACKER OPS FILE
CAPNOTE         COMPILING, AUTHORIZATION, PROVISION FILE
NOTATION.DAT     DATA FILE FOR EXTENDED NOTE
SAMPLE.LET     A SAMPLE LETTER FILE
SETUP.DAT         DATA FILE CONTAINING STRING FILES FOR COMM.
SLIST         DATA FILE FOR CONTACT INFO
TRACKER.BAT     BATCH FILE FOR RUNNING TRACKER
TRACKER.DOC      INSTRUCTIONS AND LICENSE INFO.

If you are missing or have a bad copy of any of the control files,
the tracker.exe file, or the setup.dat file, Contact Tracker may
not run. If you are not able to acquire proper copies of these
files OR IF YOU EXPERIENCE A FLASHING MESSAGE that indicates a
problem. Please write or call;

Wedge Marketing Communications
CT Support
P.O. Box 747
Lake Arrowhead, CA 92352
714/337-6770 (9-5 pst)

If you have comments, address them to:

Wedge Marketing Communications
CT Support
P.O. Box 747
Lake Arrowhead, CA 92352

A $50.00 (U.S.) registration fee will be appreciated and entitles
you to use CONTACT TRACKER, notification and availability of improvements,
modifications, and updated versions.

                  A NOTE TO ALL SALES MANAGER'S

If you value the CONTACT TRACKER for prospecting and are
currently supplied with leads. Wedge Marketing can provide you
with an automatic merge tag-a-long program that will read new
leads from disk or file,sort them by sales area (or whatever) and
then write them into your CONTACT TRACKER data base for
telemarketing etc. The CONTACT TRACKER will print your letters of
introduction and set up a simple way to follow-up.






               TELEMARKETING PRODUCTIVITY PROGRAMS

Firms interested in productivity can call and order a special
CONTACT TRACKER program and manager's information software that
provides them with pertainent productivity data, telephone
billing backups, etc.

                   Continuous Form Letterhead.

When continuous form letterhead is required and no source is
available call;

Wedge Marketing Communications
CT Support-Sales
P.O Box 747
Lake Arrowhead,CA 92353
714-337-6770 (9-5 pst)


                         CORPORATE USERS

The CONTACT TRACKER may be customized and licensed for large corporate
users and under which circumstances formatted/printed documentation
and hands-on training may be provided.

For more info call:
Charles W. Raymond 714-337-6770 (9-5 pst) or write;
Wedge Marketing Communications
Attn: C. Raymond
P.O. Box 747
Lake Arrowhead,CA 92352
























                         GETTING STARTED

Boot DOS.

Put your TRACKER diskette in A: drive


                      FOR HARD DISK SETUP;

HARD/FIXED DISK OPERATION - CONTACT TRACKER will work very well on
floppy drive systems but really is much better when run on a hard
drive. The main reason is access time. CONTACT TRACKER accesses data
often and floppy drives are slow. In addition to faster operation, a
hard drive can allow you to keep different CONTACT TRACKER data bases
in different directories.

Next, (from the DOS prompt)

type CD\ and ENTER

type A:INSTTRKR and ENTER

In addition to copying all the necesary files to a directory called
\TRACKER, a batch file called TRACKER.BAT will be written to your
default directory. Whenever you want to run CONTACT TRACKER, type in
the word TRACKER and press the ENTER key.

Go to CONTACT TRACKER SETUP section.


                       FLOPPY DRIVE SETUP

NOTE: If you have a two floppy drive system and want to store data
on a separate floppy in drive B: you must FORMAT A NEW BLANK DISK
IN DRIVE B: and then DO THE FOLLOWING;

WITH CONTACT TRACKER MASTER IN DRIVE A:

TYPE; A: (and hit ENTER)
TYPE; COPY SLIST B: (ENTER)
TYPE; COPY NOTATION.DAT B: (ENTER)
TYPE; DEL SLIST (ENTER)
TYPE; DEL NOTATION.DAT (ENTER)

                   AUTOBOOTING CONTACT TRACKER

If you are running the TRACKER from floppy drives, you can make the
program run from a cold start by putting your DOS master in A: drive
and your CONTACT TRACKER in B: drive and typing SYS B: and ENTER.
(This will put system on the TRACKER diskette and allow you to run
the software without first booting DOS if and only if you received
TRACKER on a 5.25" master diskette labeled "room for DOS").



                      CONTACT TRACKER SETUP

Now there are a few things to do so CONTACT TRACKER will make all
the right moves.

If CONTACT TRACKER was installed on your hard drive

type CD\ and ENTER

If CONTACT TRACKER was installed on a floppy, put CONTACT TRACKER
in A: drive

type TRACKER and ENTER

At the Main menu PRESS;

7 (no ENTER key is needed)

You will see;

SETUP PRINTER/MODEM

1ST PRINTER CODE FOR CONDENSED PRINT    0
2ND PRINTER CODE FOR CONDENSED PRINT    0
1ST PRINTER CODE FOR NORMAL PRINT    0
2ND PRINTER CODE FOR NORMAL PRINT    0
CONTINUOUS FORM PAPER (1) 0=SHEET     1
DILAING PREFIX (ex. OUTSIDE LINE=9,)
MODEM PORT (COM1 or COM2)         OFF
DRIVE FOR DATA (C: B: OR SUBDIR)

The first 4 lines refer to ASCII codes that will, when sent to your
printer, condense and reset to normal, the size of the characters
printed by your printer. All printers (EXCLUDING LETTER QUALITY -
DAISY WHEEL TYPES) allow you to condense output to 132 characters
per line. Look in your printer manual for the proper ASCII sequences.

For Example:

If your manual says ESC SI (Epson) condenses, you would enter a 27
(the ASCII code for ESCAPE);

1ST PRINTER CODE FOR CONDENSED PRINT     27

and a 15 (the ASCII code for SI);

2ND PRINTER CODE FOR CONDENSED PRINT     15

If your manual says DC2 turns off the condense mode, you would enter
an 18 (the ASCII code for DC2);

1ST PRINTER CODE FOR NORMAL PRINT     18

and nothing for;

2ND PRINTER CODE FOR NORMAL PRINT     0

ASCII Codes can be found in both printer manuals and the manuals included
with your computer.

IF YOU OWN A DAISY WHEEL PRINTER AND IT IS ABLE TO PRINT REPORTS 132
COLUMNS WIDE, LEAVE THE FIRST FOUR ITEMS AT 0 (ZERO).

Next you must enter whether you want to set your default to continuous
form or sheet feed paper. Sheet feeding is inefficient but accomodated
just the same because not everyone has continuous form letterhead.
Lazers use paper trays and are the sames as having continuous
form.


[If you are interested in purchasing continuous form letterhead and
have no sources for doing so, call or write Wedge Marketing Communications
for details]

Enter 0 for sheet feed or a 1 for continuous form paper.

CONTINUOUS FORM PAPER (1) 0=SHEET     0

If your system has a Hayes/Compatible modem you may enter special
characters on the next line that will allow you to dial an outside
line, disable call waiting etc.

DIALING PREFIX (ex. OUTSIDE LINE=9,)     9,

If your system has a Hayes/Compatible modem you MUST also tell CONTACT
TRACKER which port your modem is assigned to. If your system does
not currently have a modem, leave this item at OFF.

MODEM PORT (COM1 or COM2)         OFF

 or

MODEM PORT (COM1 or COM2)         COM#

DRIVE FOR DATA (C: B: OR DIR)         *

(* not identifying any drive will put CONTACT TRACKER into the drive
and directory that it has been installed in. That is if you setup
for floppy drive operation, CONTACT TRACKER will look to A: for
data unless told to do otherwise. If you setup for two floppy
drives with data to go to B: drive, you want B: to appear for
DRIVE FOR DATA (C: B: OR DIR).

!!!! Hard drive users !!!!

CONTACT TRACKER can use different lists as long as they
are in different directories. No entry for DRIVE FOR DATA (C: B: OR
DIR) will access the data in the TRACKER directory we made during
setup. If you have or expect to have more than 500 contacts, we
recommend you create several directories. You might want to
create a directory called \CUST for customers and one called
\PROSPECT for prospects, or?? You can then change to the list you
want by going into the setup and identifying the appropriate
directory. BUT YOU MUST IDENTIFY THE DIRECTORY WITH A BACKSLASH AT
BOTH THE FRONT AND REAR OF THE DIRECTORY NAME. IE. DRIVE FOR DATA
(C: B: OR DIR) \CUST\.]

Once you are satisfied with the way you have set up CONTACT
TRACKER answer;

Y to the Ready (Y or N) prompt. Answering N will bring you
back to the main menu and you will have to select option 7 again
to complete your setup.

Once you have completed setting up, you do not have to set up again
unless you change the directory or printer or install a modem etc.







































           HANDS ON - GETTING USED TO CONTACT TRACKER

The Main Menu

SELECT ONE ------

1. ENTER NEW CONTACTS
2. CHANGE A CONTACT'S RECORD
3. TRACKER-SEARCH/DIAL/NOTES
4. PRINT LABELS
5. SORT and PRINT CONTACTS (ALPHA)
6. LETTER MERGE with LABELS
7. SETUP PRINTER/MODEM
8. QUIT

Since option 7 has been completed, CONTACT TRACKER will operate
correctly, we shall go through each option sequentially so you can
quickly start to realize CONTACT TRACKER's power.

FROM THIS POINT ON, CARRIAGE RETURNS (pressing the ENTER
key) ARE NOT NECESSARY. DO NOT USE THEM UNLESS TOLD TO DO SO.

PRESS 1 (OPTION 1 - Enter New Contacts)

Note what happens. The screen changed and was formatted with several
items (each item is called a field in data base terminology).

Hey, I'm already on ENTRY # 2 and I haven't entered anyone!
(CORRECT!)

ENTER THE WORD END (for Co. Name)

Note that you type caps and your CAPS LOCK button may not have been
pressed. THIS IS AS IT SHOULD BE!! CONTACT TRACKER locks the caps
because reports are easier read in caps. CONTACT TRACKER will turn
the CAPS LOCK off and on whenever it needs to.

NOW HIT ENTER

Notice how the word "END" took you back to the Main Menu?

NOW PRESS 1 AGAIN

NOW TYPE IN END (don't press ENTER)

Note that entering "END" for "CO NAME:" allows you to exit the entry option.
Modify works the same way.

USE THE BACKSPACE* KEY TO RUBOUT THE WORD END.

(*CONTACT TRACKER does not allow you to use the arrow keys. )


Now what about that ENTRY # 2 business?

TYPE END (ENTER)

and lets find out.

At the Main Menu; PRESS 3

You see;

(S)CROLL - (L)OOKUP - (A)LL - (F)IND

PRESS S

You see;

Enter the characters and Return to Select or just Return
for all?

HIT ENTER

Ahhh Haaa! You see the author has put its record in the first
position. Never stop selling! Huh?

1 -WEDGE MARKETING COMM.

(D)ial (E)xit

PRESS E

Now you see;

(S)CROLL - (L)OOKUP - (A)LL - (F)IND

HIT ENTER

You are back to the Main Menu.

PRESS 2

You see;

Enter RECORD# or COMPANY NAME to MODIFY 0=Quit _

ENTER 0 (the ENTER alone will work too.) and ENTER

You went back again to the Main Menu.

PRESS 2

Again you see;

Enter RECORD# or COMPANY NAME to MODIFY 0=Quit _

ENTER WEDGE (and ENTER)

You see;

-------------- ENTRY # 1
ENTER 'END' FOR COMPANY NAME TO QUIT
CO NAME:     WEDGE MARKETING COMM.
NAME   :     CHUCK RAYMOND
ADDRESS:
ETC.

ENTER END (and ENTER) WITHOUT CARE FOR THE REST OF THE LINE.

You went back to the Menu again.

Now let's go back to OPTION 1.

PRESS 1

ENTER (as follows)

CO NAME:     DOE'S DOUGH FACTORY
NAME:     DON DOE
ADDRESS:     123 FLOUR ST.
CITY:     DONUTDOWNS
STATE:     CA
ZIP:     11111
PHONE1:     1-714-555-5555
STATUS:     0
NOTE:

IS THIS OK (Y/N)

PRESS N

Notice CONTACT TRACKER took you back up to the top for corrections.

PRESS ENTERS UNTIL YOU GET TO THE BOTTOM AND PRESS Y

If you entered anything other than a space on any line that you previously
typed, you will have changed the data kept in that field.

Now you see;

(C)LEAR (K)EEP (R)EAD/WRITE/CHANGE EXTENDED NOTE

**** BE CAREFUL WHEN USING (C)LEAR. CLEAR means WIPEOUT the information
stored in the EXTENDED NOTE FILE. If you are entering NEW contacts
there is no danger, but when you are MODIFYING existing contact's
records you will WIPEOUT the data stored there with this option. The
extended note file will be covered later.

PRESS C

You are now at entry # 3.

TYPE END (and ENTER)

A NOTE ON DELETEING RECORDS
Whenever you want to delete a record, simply modifiy the record
and put periods (.) in at least the CO NAME or NAME fields. Then,
when you want to enter a new contact all you do is use OPTION 2
(Change a Contact's Record). You enter the period (.) at the
prompt for the Company Name to Modify, then write the record with
with your new data. This way you don't have alot of empty records
wasting space. OK, back to the game.

You should still be at the MAIN MENU.

PRESS 3

PRESS S

PRESS ENTER

There is DOE'S

PRESS E

PRESS ENTER

You should be back at the Main Menu.

PRESS 2

You see;

Enter RECORD# or COMPANY NAME to MODIFY 0=Quit _

ENTER DOE'S (and ENTER)

PRESS ENTERS UNTIL YOU ARE ASKED FOR OK

PRESS Y

PRESS R

You see;

-------------------Additional Notes---------------------
Hit ENTER if no change, Shift/Prt SC to print







^^^^^^^^^^^^^^^^^^^^^^

The extended note file allows you to keep additional information on
DOE'S Dough Factory. (prices, recap of meetings, etc.).

PRESS ENTER until you see;

Ok to Send to Disk (Y\N\Q)

PRESS N

You are back up to the top of the screen.

Now type in two lines of text that go all the way to the end of the
line. (LISTEN FOR THE TONE CHANGE - TONE CHANGE MEANS YOU ARE COMING
TO THE END OF THE LINE.)

The extended note file and all CONTACT TRACKER's word editors use
this method of telling you, "you are near the line's end."

Try backspacing (RUBOUT), try the arrow keys and typing without paying
attention to the tone change. CONTACT TRACKER will cut off a word where
ever it hit the end of the line.

Note that CONTACT TRACKER will not let you edit a line above the
one you are typing until you are done with the note.

USE ENTERS TO GET TO THE Ok to Send to Disk (Y\N\Q) MESSAGE.

PRESS N

Go back and use the space bar to wipe out just the first character
on any line that you typed.

NOW USE ENTERS TO GET TO THE BOTTOM AGAIN.

PRESS Y

NOW TYPE IN DOE'S AGAIN (AT THE PROMPT)

USE ENTERS until you get to the bottom of the screen
and..

PRESS R FOR (R)EAD/WRITE/CHANGE EXTENDED NOTE

The space you entered on the line you typed WIPED OUT THE LINE!!!!!


PRESS ENTERS UNTIL YOU REACH Ok to Send to Disk (Y\N\Q)


PRESS Q

Q lets you keep the extended note file like it was before the changes
BUT NOT IF YOU HAVE ALREADY USED Y to send it to disk.

ENTER DOES (this time without the apostophe) and ENTER

Whoops! It didn't find it. That is because DOE'S and DOES are two
different things to the computer. Just as Doe's and DOE'S are. You'll
find this consistant with all other similar functions of CONTACT
TRACKER and most data bases.

Now try using both Wedge Marketing's and Doe's Dough Factory's record
number to find them while in the CHANGE A CONTACT'S RECORD mode. (REC#
1 or 2). You can pull the up contacts either by Company Name or record
number. (Number is sometimes noticably faster when there is alot
of data because the data is stored in a random access format).

OK when you are done getting familiar with the CHANGE option, GET
BACK TO THE MAIN MENU and try OPTION 3.

(at Main Menu) PRESS 3

PRESS L

You see;

Enter Company Name OR Contact Name to LOOK for ?

ENTER WEDGE (and ENTER)

CONTACT TRACKER will bring up record number 1, WEDGE MARKETING COMM.

PRESS E (to exit)

This time try it by contact name.

ENTER CHUCK (and ENTER)

CONTACT TRACKER will bring up record #1 again.

(you can search both ways for a contact using this method)

PRESS E (to exit again)

PRESS L (for Lookup)

ENTER D (and ENTER)

Note that CONTACT TRACKER will find the first D it runs into. CONTACT
TRACKER will take anything and search for it.

Look at the bottom submenu below DOE'S data.

(A)ll (L)ookup (E)xit (*)CB
     (K)eep Looking
  (D)ial (F)orward (B)ack
   (U)pdate this record
(N)ote (M)ore Note (C)alender

The above options in the submenu are called suboptions. They allow
you to do the things they imply.

(A)ll - Pressing an A allows you to select a record number to start
at and then go forward (the F suboption) or backward (the B suboption)
through your entire file one record at a time.

(L)ookup - Pressing an L allows you to go directly to lookup another
entry. Once the entry is found, it displays the entry's data and gives
you the submenu again from which you may continue operations.

(E)xit - Pressing an E will get you back to the Main Menu.

(K)eep Looking - Pressing a K will continue looking for whatver
variable you choose to look for before.

(N)ote - Pressing N will take you to the note line and allow you
to enter a one liner for instant recognition.

(M)ore Note - Pressing M takes you to the additional notes screens
and allows entry of additional notations.

(C)alender - Pressing C displays the current calender and allows
you to go forward and baackwards months and years at a time.

(*)CB - Pressing an * or the numeral 8 will take the cursor to the
C/A Day: line and after entering data and/or an ENTER is hit, the
cursor will take you to C|A Time:.

C/A Day means Call or Appointment date
C|A Time means the time for C/A Day

**** These fields are extremely valuable as you will see. ****

C/A Day: Allows input of MO/DA/YEAR
C|A Time: Allows input of an A designating an appointment in the following
format:

The C|A Time prefix designates special things:
A10:00 (meaning a 10:00 appointment), or
C18:00 (meaning call at 6:00PM-ALWAYS USE THE
24HOUR CLOCK. IT IS CRUCIAL TO SORTING
AND PRINTING YOUR APPOINTMENTS)

                       24 HOUR CLOCK TABLE

     00:00 or 24:00 MIDNIGHT
     01:00 1 AM
     02:00 2 AM
     -
     12:00 NOON
     13:00 1 PM
     14:00 2 PM
     -
     23:00 11 PM

IMPORTANT! * You can designate any other characters as a C|A Time
prefix to do specific things!

THIS IS ANOTHER AREA WHERE CONTACT TRACKER WILL REALLY HELP TO
KEEP YOU ORGANIZED BY ALLOWING YOU TO SPECIALLY IDENTIFY YOUR
ENTRIES. COMBINE THIS WITH THE STATUS FIELD AND YOU CAN CROSS
REFERENCE, TRACK AND ARRANGE YOUR ENTRIES IN AN INFINITE NUMBER OF
WAYS!

Let's cover STATUS First.

Suppose you need to send out a letter or special product news to selected
persons whose STATUS field (discussed again later) has a 0 (zero) in it.

From the Main Menu:
(if you haven't figured out how to get back to the main menu, enter
an E, then ENTER and another ENTER. You will see each prompt
as you do.)

1st - PRESS 3
2nd - PRESS F
3rd - PRESS S
4th - ENTER 0 (to Enter Status to find) AND ENTER

Notice CONTACT TRACKER jumped to DOE'S. It skipped WEDGE because
WEDGE has a STATUS of 1. Doe's has a STATUS of 0.

5th - PRESS * (or 8)

ENTER 07/25/1988 (and hit ENTER)
ENTER L (designating that you want to send a letter to this
contact) and hit ENTER

6th - PRESS E
7th - PRESS ENTER (you should be back to the Main Menu)
8th - PRESS 6 (for LETTER MERGE with LABELS)

You will see;

Make a Selection

1. SELECT/PRINT A LETTER
2. EDIT A LETTER
3. DELETE A LETTER
4. VIEW A LETTER
5. QUIT

These options for letter merge and labels are just as they imply.
You can select a letter for merging and printing, edit a new letter
or an exisiting one, delete a letter, view (look at) an existing letter,
or exit to the Main Menu.

9th - PRESS 1 (SELECT/PRINT A LETTER)

(MAKE SURE YOUR PRINTER IS CONNECTED AND ON LINE ---- OTHERWISE
TYPE QUIT TO THE PROMPT AND FOLLOW ALONG WITHOUT MAKING THE NEXT ENTRIES)

10th - Enter SAMPLE.LET (you should be getting the nack of
when to press ENTER by now)

You will see;

Enter QUANTITY of letters to print or (A)ll or (R)ange or
(S)elected

You can enter a number for which you will be prompted to enter the
record numbers of each contact to print a letter or..

an "A" to send a letter to all of your contacts or..

a "R" to send letters to all the contacts whose record numbers fall
within a range of record numbers or..

a "S" to send letters to selected contacts only.

11th - PRESS S

By pressing S, you will see;

Enter fields to Match and the fields that make up each contact's record.

Entering any data (except for pressing ENTER with no entry data)
into any of the fields will create conditions under which CONTACT
TRACKER which will search for that EXACT data in all of your
records. If CONTACT TRACKER finds a match, SAMPLE.LET will be
printed for that contact.

PRESS ENTERS (until the cursor is opposite to TIME:)

ENTER L

ENTER Y to OK (Y/N)

Next you will see;

(C)ontinuous form (S)ingle sheet (A)uto from setup

Depending on how you have set up CONTACT TRACKER, different things
will occur. For purposes of demonstration;

PRESS S (for single sheet)

DOE'S comes to the screen with a prompt for paper.

PUT PAPER IN THE PRINTER (or if you already have continuous
form in the printer;)

PRESS ENTER

Note that CONTACT TRACKER printed SAMPLE.LET for DOE'S and now prompts
you for labels. If you press Y, CONTACT TRACKER will print a 1X3
inch standard label for DOE'S.

PRESS N

NOW, GET BACK TO THE MAIN MENU.

It should be noted that the letter is personalized "Dear Don;." If
CONTACT TRACKER encounters a MR.,MS. or MRS., CONTACT TRACKER
reacts differently to the greeting/salutation.

The important point to make is that the C|A Time field gives you
the flexibility to do alot of things.
1. It allows you to merge special letters with special contacts.
2. It allows you followup those special letters with an automated
phone call as well.
3. It allows you to further categorize your contacts.
4. It allows you to find categorized contacts fast.

PRESS 3 (from the Main Menu)

Now, assume we have sent out SAMPLE.LET to many of our contacts and
would like to follow up the letter with a call. If we have sent out
the letter to different contacts at different times, we need to follow
up only the letters we have sent during a specific time range.

PRESS F (for (F)ind )

You will see;

FIND CALLBACKS/APPOINTMENTS/STATUS

Select (C)allbacks (A)ppointment (B)oth C&A (S)tatus (T)ime
Prefix

PRESS T

ENTER L (for Time Prefix to FIND)

Now you see that you can enter a starting date and an ending date
to linit the search to just those you want. No start or end date will get
every record with the L time prefix.

ENTER 07/24/1988

then,

ENTER 07/25/1988

CONTACT TRACKER will find and display the appropriate record.

Now, if your modem is installed you could press suboption D and autodial
the entry you sent a letter to. You could also press N and note that
you followed up SAMPLE.LET on that date.

Suppose DOE'S wanted to set an appointment for 07/30/1988 at 2:00
in the afternoon.

PRESS *
ENTER 07/30/1988
ENTER A14:00

PRESS C (suboption for (C)alender)

*Below the current month's calender you see several suboptions. Try
them to see the result. You can go backward and forward months or
years at a time. GET JULY 1988.

You note that the 30th of July 1988 is a Saturday. Whoops! DOE'S
is closed on Saturdays. So, conceptually you might call DOE'S and
reschedule.

PRESS B (Back to Options)

Suppose the person you were trying to reschedule with
was out to lunch when you called and her secretary said to call
back after lunch.

* OR 8

This takes you back to date and time.

PRESS ENTER (to leave the date "as is")

ENTER CB FOR TIME

Now, you shot down your computer and go to lunch too. When you
get back you turn your computer on, get into CONTACT TRACKER
You press 3 from the Main Menu, then F to find, then C to find
Callbacks. The program will again prompt you for start and ending
dates. If you enter 7/30/1988 for both, immediately DOE'S is
displayed. You press D to autodial, reschedule your appointment
for 07/30/1988 AT 2:00 PM. You press the * or 8 again, get over
to the time field and enter A14:00. Don't be late!

PRESS E (to (E)xit)
PRESS ENTER
PRESS F
PRESS A
ENTER 07/30/1988
ENTER 07/30/1988

DOE'S comes to the screen.

PRESS F (to see if there are any other appointments that
day. There are none.)

PRESS ENTER

GET BACK TO THE MAIN MENU (E and a Return)

It is entirely up to you how to maximize the C|A Time and the Status
fields. The Status field allows you to cubbyhole your contacts into
10 designations for organization and special output.

Recommended designations for STATUS field:

0 Clients
1 Prospects
2 Vendors
3 Suppliers
4 Projects
5 Other
6 Other
7 Personal
8 Freinds
9 Family

Next, lets try OPTION 4 from the Main Menu.

OPTION 4 prints labels on a standard (inexpensive) 1 inch by 3 inch
mailing label. These labels can be purchased through all stationary
or computer stores. Later versions may also let you do 3 up
labels but these labels and printers are not standardized to the
point where 3 up labels are really practical. We suggest the 1 up
label.

For our demonstration, you may simply use a sheet of paper if need
be.

If you haven't already, PRESS 4

You will see;

Please ready the printer (hit key when ready) - flashing

HIT ENTER

You see;

(1)UP LABELS (A)bort

PRESS 1

You must get the printer on line. Not doing so may cause CONTACT TRACKER
to exit completely.

Again there are options.

Pressing A will print labels for all of your contacts no matter what
STATUS.
Pressing R will print labels for a range of record numbers.
Pressing S will, as with the letter merge option, print labels for
selected contacts whose data matches that which you enter.

PRESS A

Labels are printed for all of your contacts. In addition, you are
prompted;

WANT RETURN LABELS (Y/N)

A Y response will allow you to print any number of 1 up labels with any
address you input at the prompts. (Some users print up return labels
with their home address so when they pay their bills at the end
of the month they don't have to hand address the envelopes.)

PRESS N

Now, back to the Main Menu. Let's try printing a report. OPTION 5

FROM THE MAIN MEMU PRESS 5 (for SORT and PRINT CONTACTS (ALPHA))

You will see;

Want to select STATUS field variable as qualifier (Y/N/(E)xit)

An E exits you to the Main Menu.
A N will sort all of your records regardless of the Status
designation you assigned them. (great for phone listings).
A Y will allow you to sort and print only the Status designations
you assigned.

PRESS Y

You will see;

ENTER CONTENTS OF STATUS FIELD TO MATCH (EXCLUDES OTHERS)

PRESS 1

You will see another Menu;

SELECT FIELD TO SORT BY

0. RECORD NUMBER
1. COMPANY NAME
2. CONTACT NAME
3. CITY
4. STATE
5. ZIP CODE
6. PHONE NUMBER
7. APPOINTMENT/CALLBACKS
8. EXIT TO MAIN MENU

Selection of fields 0-7 will sort your contacts by that field. In
other words, if you simply need output by Company Name, you press
1.

PRESS 1

You will see;

(P)Listing (COMPANY-NAME-PHONE-NOTE) in ADDITION TO REGULAR
ROSTER

Answering P to this prompt will print you a phone list to the printer
in the sort order you indicated. The phone list is a shortened version
of the regular listing.

PRESS S

(print to the screen - an ENTER here rather than a S will cause output
to go to your printer. And if you had pressed P for the phone list,
the phone list will not be printed in addition to the roster since
the listing to the screen can serve dual purposes. The phone list
is only printed when you select to print a hardcopy.)

You see WEDGE printed to the screen because it meets status 1.
(DOE'S is still status 0.)

PRESS ANY KEY

PRESS N (to select STATUS filed variable to match)

PRESS 5 (sort by zip)
PRESS S (The data base was sorted by zip code.)
PRESS ANY KEY

Now enter the following with the printer ON.

PRESS N
PRESS 1
PRESS P
PRESS ENTER

You will see;

Turn PRINTER ON, set TOF and hit any key
(TOF means Top of Form)

A Phone Listing and Roster is printed.

PRESS N
PRESS 7
PRESS S (OR ENTER if you you rather see the sort by
appointment/callback to go to the printer)

PRESS ANY KEY

Continue trying different things with the sort and print option. When
you are done....

GO TO THE MAIN MENU AGAIN.

PRESS 6

Option 6 (the Letter Merge with labels option) was covered briefly
earlier on. To help you become familiar with its other options, try
the following;

PRESS 2
ENTER MYLET.LET

(CONTACT TRACKER will only recognize letters with a .LET file type
designation. Naming a letter with a different file type extension
will cause it not to show on your letter listing.)

Next you will see;

42 LINES(65 CHAR EA.)MAX.-GREETING LINE IS ALREADY PROGRAMMED
Dear Firstname

To the right you will see an arrow designating the end of a line,
the line you are currently on and the number of total lines for your
letter.

CONTACT TRACKER will only allow a one page letter. Based on the
principles of effective written communications, letters of 1 full
page or less are more frequently read and comprehended better than
long letters. If you require more pages, we suggest you use CONTACT
TRACKER to produce a cover letter and establish your additional pages
as a document which can be photocopied more cost-effectively.

CONTACT TRACKER will print Dear Firstname, automatically. See
your letter we sent to DOE'S earlier.

In the letter mode CONTACT TRACKER acts the same as it did when
you used the extended note suboption except you can type in lower
case letters, use the shift key, etc.

Note that CONTACT TRACKER will change tone toward the end of each
line. This indicates you must use a carriage return (ENTER key)
soon. The backspace key will rubout previously typed lines.

We recommend that you follow the normal procedure for letter writing.
1. Write a rough first 2. Refine 3. Rewrite using CONTACT TRACKER.
REMEMBER-THIS LETTER SHOULD BE CLEAR, CONCISE AND TO THE POINT. You
will be sending it to many contacts.

After you have completed your letter, you will see;

IS THIS CORRECT (Y/N/Q=quit)

A Y sends it to disk and takes you back to the letter menu.
A N takes you back to the first line for re-editing.
A Q takes you back to the MAIN MENU and not the letter menu.

PRESS Y
PRESS 4 (view a letter)

OPTION 4 allows you to examine letters for subsequent selection for
merging, further editing, deleting, etc.

Once you have read the portion of the letter displayed on the screen;

PRESS ENTER
PRESS ENTER AGAIN
PRESS 5 (to return to the Main Menu)


Now that you have had a working tour of Contact Tracker,
try all the options again. enter more contacts. change them, sort
them, print them, call them, and write them. The more you use Contact
Tracker, the better you will get, and the more you will accomplish.

CONTACT TRACKER WAS CREATED TO BE SIMPLE TO USE AND TO LET
YOU DO IT YOUR OWN WAY. WRITE US WITH YOUR REVELATIONS REGARDING CONTACT
TRACKER. WE'LL BE HAPPY TO HEAR WHAT CREATIVE THINGS YOU HAVE DONE
WITH CONTACT TRACKER.






































                        LICENSE AGREEMENT


0. SHAREWARE AGREEMENT - CONTACT TRACKER is the sole
property of Charles W. Raymond and Wedge Marketing Communications.
It is offered to you on a "trial and pay" basis and is subject to
the following terms:

This is a legal agreement between you, the end user, and
Charles W. Raymond and Wedge Marketing Communications. UTILIZATION
OF CONTACT TRACKER MEANS YOU ARE AGREEEING TO BECOME BOUND BY THE
TERMS OF THIS AGREEMENT. DO NOT RETAIN OR USE THE PROGRAM IF YOU DO
NOT AGREE TO THESE TERMS.

                             LICENSE

1. GRANT OF LICENSE. Given due consideration in the amount
of fifty dollars ($ 50.00 U.S.), Charles W. Raymond and Wedge Marketing
Communications grants you the right to use this copy of the CONTACT
TRACKER program. You may not network CONTACT TRACKER or otherwise
use it one more than one computer (i.e., a single CPU) at the same
time. CONTACT TRACKER is owned by Wedge Marketing Communications
and Charles W. Raymond and is protected by United States copyright
laws and international treaty provisions. Therefore you must treat
CONTACT TRACKER just like any other copyrighted material.
2. OTHER RESTRICTIONS. You rent or lease CONTACT TRACKER,
but you may transfer it on a permanent basis (sell your own copy without
retaining a copy for yourself if you have paid and registered yourself
as an authorized user with Wedge Marketing Communications and Charles
William Raymond) and if the person receiving it agrees to these terms.
3. INDEMNIFICATION. You agree to indemnify, hold harmless,
and defend Wedge Marketing Communications and Charles W. Raymond from
and against any claims, or lawsuits, including attorney's fees, that
arise or result from use of CONTACT TRACKER.

           DISCLAIMER OF WARRANTY AND LIMITED WARRANTY

CONTACT TRACKER and the materials included are provided
"AS IS" WITHOUT ANY WARRANTY OF ANY KIND, EXPRESSED OR IMPLIED. THE
ENTIRE RISK AS TO THE RESULTS AND PERFORMANCE OF CONTACT TRACKER
IS ASSUMED BY YOU. Wedge Marketing Communications and Charles W. Raymond
DISCLAIMS ALL WARRANTIES, EITHER EXPRESSED OR IMPLIED,INCLUDING BUT
NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS TO
A PARTICULAR PURPOSE, WITH RESPECT TO THE SPECIFIC PROGRAM (CONTACT
TRACKER). THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS. YOU MAY
HAVE OTHERS, WHICH VARY SUBSTANCIALLY FROM STATE TO STATE. IN NO
EVENT SHALL WEDGE MARKETING COMMUNICATIONS OR CHARLES W. RAYMOND
BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING WITHOUT
LIMITATION DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS
INTERRUPTION, LOSS OF BUSINESS INFORMATION, AND THE LIKE) ARISING
OUT OF THE USE OF OR INABILITY TO USE THIS CHARLES W.
RAYMOND/WEDGE MARKETING COMMUNICATION PRODUCT EVEN IF WEDGE
MARKETING COMMUNICATIONS OR CHARLES W. RAYMOND HAVE BEEN ADVISED
OF THE POSSIBILITY OF SUCH DAMAGES. CHECKS YOUR STATE LAWS FOR
LIMITATION APPLICATIONS.