Micro Magic Outstanding Shareware 1996 October/Micro Magic Outstanding Shareare 1996-10.iso/FILES/M2835.ZIP/MANUAL.DOC

Text File | 1994-10-17 | 75KB | 1,556 lines

                           Who-U-Know

                         (Version  3.1)










                    Program and Documentation

                        Copyright 1994 by


                           WR Software
                           PO Box 4819
                     Walnut Creek, CA  94596
                             U.S.A.


                      Registration: $29.95
                      (Visa/MC/AmEx/Check)
                       Tel. [phone]





             Permission hereby granted to make exact
                 copies of program diskettes for
                     shareware distribution





                   Effective: October 17, 1994

                        Table of Contents



Introduction . . . . . . . . . . . . . . . . . . . . . . . . .  1
     Shareware Registration. . . . . . . . . . . . . . . . . .  1
     Setting Up Disk Files . . . . . . . . . . . . . . . . . .  2
     Using a Menu. . . . . . . . . . . . . . . . . . . . . . .  3
     Getting HELP. . . . . . . . . . . . . . . . . . . . . . .  3
     Batch (.BAT) Files. . . . . . . . . . . . . . . . . . . .  3

Getting Started. . . . . . . . . . . . . . . . . . . . . . . .  4

Adding a Name. . . . . . . . . . . . . . . . . . . . . . . . .  4

ADD Menu . . . . . . . . . . . . . . . . . . . . . . . . . . .  6

VIEW Menu. . . . . . . . . . . . . . . . . . . . . . . . . . .  7

EDIT Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . 10

PRINT Menu . . . . . . . . . . . . . . . . . . . . . . . . . . 12

MISC Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . 15
     Mail Merge. . . . . . . . . . . . . . . . . . . . . . . . 15
     Dates/Notes . . . . . . . . . . . . . . . . . . . . . . . 16
     Export and Import . . . . . . . . . . . . . . . . . . . . 17
     Change Categories . . . . . . . . . . . . . . . . . . . . 18
     Name Deletes. . . . . . . . . . . . . . . . . . . . . . . 18

OPTION Menu. . . . . . . . . . . . . . . . . . . . . . . . . . 18
     Dial, Printer, Merge. . . . . . . . . . . . . . . . . . . 18
     System Setup. . . . . . . . . . . . . . . . . . . . . . . 20
     Format Reports. . . . . . . . . . . . . . . . . . . . . . 21
     Envelopes . . . . . . . . . . . . . . . . . . . . . . . . 23
     Labels. . . . . . . . . . . . . . . . . . . . . . . . . . 25
     Rolodex . . . . . . . . . . . . . . . . . . . . . . . . . 26

Select (F9). . . . . . . . . . . . . . . . . . . . . . . . . . 26

Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

MISCELLANEOUS. . . . . . . . . . . . . . . . . . . . . . . . . 27
     Phone Dialing . . . . . . . . . . . . . . . . . . . . . . 27
     Special Key Combinations. . . . . . . . . . . . . . . . . 28
     File Backup . . . . . . . . . . . . . . . . . . . . . . . 28
     Monitor Problems. . . . . . . . . . . . . . . . . . . . . 28
     Screen Blanking . . . . . . . . . . . . . . . . . . . . . 28
     Warrantee Disclaimer. . . . . . . . . . . . . . . . . . . 29

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Introduction

Welcome to Who-U-Know.  This program is a combination address
book, personal scheduler, and mailing list manager.  It will
store an unlimited number of names, with unlimited phone numbers
for each name (Fax, Car, etc).  You can see a Caller ID display
of phones, to see whose calling before you answer, or check your
phone bill.  You can add an unlimited number of notes (comments)
for each name.  The program will group your names into sub-lists
(categories) to keep track of clients, club members, restaurants,
or any other grouping that is important to you.  Each name can be
associated with any number of "date reminders," such as
birthdays, anniversaries, etc.  You can also schedule
appointments for a particular time (with optional ending time),
and the program will warn you of conflicts (meetings at the same
time, or overlapping).

Who-U-Know has unusually large areas for name and address
information.  There are several address formats, designed for the
U.S. as well as other countries.  User defineable fields let you
customise the other kinds of information you wish to save.  The
mail merge facility has optional salutations, which can have
default or custom greeting options.

The program prints mailing labels (laser labels too), Rolodex
cards, envelope addresses (with optional return address), address
books, and a variety of "page size" reports.  There is also file
import/export, automatic recurring dates (weekly meetings, etc.),
group date deleting, sort by Name or Zip Code, and "hot key"
printing for individual labels, rolodex cards, and envelopes.
Printed calendar pages, similar to a monthly wall calendar, are
personalized with your date reminders.

Best of all, the program is quite easy to use.  It is "menu-
driven" so choices are made from a list of options.  Context
sensitive "help" messages are displayed when you press the F1
function key.  In addition, the bottom of each display window
lists the commands and function keys that can be used.

Shareware Registration

Who-U-Know is a shareware program, so we encourage you to try it
out and make copies for friends.  If you like the program and
continue to use it, we ask that you become a registered user.
Registration costs $29.95 and includes printed documentation,
program upgrade on disk, additional program to display your
daily/weekly schedule on powerup, technical support, and
notification of future program upgrades.  You can print an Order
Form by typing ORDER at the DOS prompt.

You can register by phone with Visa, MasterCard, or American
Express by calling [phone].  By mail, please send U.S.
$29.95  to:

      WR Software
      PO Box 4819
      Walnut Creek, CA 94596  U.S.A.

Setting Up Disk Files

To use this program you will need DOS 2.1 (or later), and at
least 512K RAM computer memory.  If you have a hard drive, you
can use the INSTALL procedure.  This will create a directory \WHO
on your C: drive, and then copy the diskette to that directory.
Other directory names or drives are fine, but you'll have to do
it "by hand" (see READ.ME file).  The INSTALL also copies
CONFIG.SYS to your root directory, if you don't have that file
already.  If CONFIG.SYS is already on your system, INSTALL won't
change it, but you need to make sure that it has at least
FILES=22 and BUFFERS=16 statements (larger numbers are OK too,
like FILES=25).

To use INSTALL, first place the Who-U-Know diskette in your A:
drive, then type "A:INSTALL" and press <Enter> at the DOS prompt.
After finishing with INSTALL, "re-boot" your system (Ctrl-Alt-
Del) to incorporate the new CONFIG.SYS file (Note: the re-boot is
needed just this one time).

Tandy users may have to run their SETUP program to tell DOS to
look for CONFIG.SYS at startup.  Users without a hard drive will
need to copy the CONFIG.SYS file from Who-U-Know to the DOS
diskette used when the computer is turned on.  Next, re-boot your
system (Ctrl-Alt-Del), just this once, to load CONFIG.SYS (Note:
see above if you already have CONFIG.SYS on your DOS diskette).

WARNING: The error message "Too many open files" results when the
CONFIG.SYS file is not installed, or does not have minimum values
as follows: FILES=22 and BUFFERS=16.

You can set up your computer to load the program from your hard
drive, but save all data on a floppy diskette (this setup is NOT
recommended because hard drives are faster and more reliable).
To do this copy the WHO.EXE file to a directory on the hard disk
that the PATH command points to (usually \DOS is an example).
After copying WHO.EXE to your hard drive, delete it from the
floppy diskette.  Next switch DOS to your floppy drive (for
example, type "A:" and press <Enter>). Now with the "data"
diskette in that floppy drive, type "WHO" and press <Enter> to
start the program.
Using a Menu

When you type WHO and press <Enter> to start the program, the
first thing you'll see is the main menu with "Checking Data
Files" blinking on the bottom line.  When the blinking stops, you
can use this menu to tell the program what to do.

You can select menu items by pressing their first letter.  For
example, press "A" (upper or lower case) to select "Add."  You
can also use the left and right arrow keys to move the "light
bar" until the item you want is highlighted, and then press
<Enter> to select it.  When you select one of the first six main
menu items (Add, View, Edit, Print, Misc, and Option), a list of
additional menu items will "pull down" from the main menu.  After
this sub-menu is displayed, choose the item you want with the up
and down arrow keys, or by pressing the space bar, or by pressing
the first letter of the item.  Under each "pull down" menu is a
small window with additional information that pertains to that
sub-menu (for example, "F9 Select").  You can move between these
"pull down" menus with the left and right arrow keys.


Getting HELP

There are help messages available throughout the program that
apply to the part of the program that you are currently using.
To see these messages, just press the F1 "Help" function key.

In addition to help messages, the bottom of each display window
has a command summary.  These shorthand reminders list the
specific commands and function keys that can be used at that
point.

Batch (.BAT) Files

The Who-U-Know diskettes include several "batch" (.BAT) files to
help with various tasks.  The INSTALL.BAT file is discussed above
in "Setting Up Disk Files."  The ORDER.BAT file will print a one
page form to use when you register (type ORDER and press
<Enter>).  DOCS.BAT prints the program manual (type DOCS and
press <Enter>).

The UPGRADE.BAT file will upgrade your hard drive to the latest
program version.  Put the new "program" diskette in your A:
drive, type A:UPGRADE, and press the <Enter> key.  Then follow
the directions that appear on your screen.
The BACKUP.BAT file copies all the data files that contain the
information you have entered.  This provides a complete backup of
your data.  To use BACKUP, you must be at the DOS prompt and in
the directory with your Who-U-Know data.  The backup files are
copied to your A: drive, so put a blank formatted diskette in the
A: drive, and then key BACKUP (Note: Copying all files with the
following extensions will completely back up your data: *.FIL,
*.MEM, *.K01, and *.K02).

Getting Started

Who-U-Know will keep track of people or business names, and other
related information.  For each name entry, you can save the
street address, and one or more phone numbers.  You can also
define additional "user items" for anything special that you want
to save (like "job title" or "children's names").  And you can
add an unlimited number of memo type "notes" or comments for each
name.

In addition, multiple date reminders can be associated with a
name.  Date reminders can be used for meetings, birthdays,
holidays, anniversaries, etc.  Finally, you can use "categories"
to organize your names into groups, to simplify viewing and
printing.

Adding a Name

To add a name, first choose "Add" on the main menu (see "Using a
Menu" above, if you don't know how to do this).  Next choose
"Name" and press <Enter> to see where names are added to the
file. Try typing in a sample name.  You can use a first and last
name, or a company name, or both.  If you use both a person and a
company name, both names will appear later in name lists, which
will help you locate a particular name.

Next, complete the address information, pressing the <Enter> key
as you finish each part of the address.  Skip any parts that you
don't need by pressing the <Enter> or down arrow keys (for
example, you probably won't need a "country" for addresses in
your own country).  Press the F8 "Show" key to see on your
monitor how the name and address will appear on a mailing label
or envelope.

Eventually you will want to enter "categories" with most names,
so that you have groups you can work with.  For example, you may
want to have an "XMAS" category, for sending Christmas cards.
When names are in a category, you can "View" just that group, or
print mailing labels for just the names in the group.
After the categories comes the "memo" comments area.  The "memo"
area is where you can type in miscellaneous notes.  You can move
directly to this area by pressing the F9 "Memo" key (see the
bottom of each window for the function key values that apply to
that particular window).  You can also use the F3 "Skip" key to
hop over fields and move quickly down the screen.

When you have completed this information for the name, press the
F10 "Save" key to put the name in your file.  You should now see
an additional menu at the top of the monitor.  Use this menu to
add other information for the name you just saved.  Choose "Phone
numbers" to add the telephone numbers for this name.  Choose
"Date" to add a date reminder that is associated with the name
(perhaps a birthday or an appointment).  Use "Note" for
additional comments, and "User Items" if you want additional data
fields.  You can choose each item repeatedly, as there is no
limit to the number of these records that can be associated with
a name.

When you finish with items for this name, press the <Esc>ape key
to return to the original add area where you can add another
name.  You can repeat this process to add as many names as you
wish.

When you're finished adding names, just press the <Esc>ape key to
return to the "Add" pull down menu.  Notice that under "Name" on
this menu, it says "Two Name Format."  This is an alternative
name layout that provides for two names, instead of one name and
a "Company."  This is handy for most "significant other" or
roommate situations, as well as for married couples when the wife
chooses to keep her maiden name.

Just below "Two Name Format" is the "Foreign Name Format."
Choose "Foreign Name" for addresses that don't have "City and
State" information. The "Foreign" format provides three address
lines, as well as "Name" and "Company."

(Note: it is also possible to add names from the "Edit" and
"View" name lists.  This is often preferable since you can first
check the list to see if a particular name is already on the
list, then add it right there if it is missing).
To see the name information you have just added, choose "Edit" on
the main menu (you can do this from the "Add" menu by pressing
the right arrow twice). Next choose "Names" to see a list of all
the names on your file.  If you have more names than fit on the
monitor, use the PgDn key (right side of the keyboard) to display
the next "page" of names.  You can also type in the first few
letters of a name and press <Enter>, to jump right to that part
of the list.  Next, press the down arrow to highlight a
particular name, then press <Enter>.  This will show you the
details for the name.  Use the F4 through F7 keys to see other
information for the name.  This is where you look at and "Edit"
the information (for example, type in a new street address for
someone who has  moved).  Press F10 to "Save" any  changes you
make, or press Esc to leave without changing the information.

ADD Menu

The "Add" pull down menu lets you choose between several types of
information that can be added to your file.  It is also possible
to add each of these records using other menu choices.

NAME FORMATS: You can choose "Name" to add a name record with
either a person's name, or a business name (or both).  Choose
"Two Name Format" for non-business roommate situations where
persons with two different last names reside at the same address.
Choose "Foreign Name Format" for an additional address line, but
no "City" and "State" areas.  See "Adding a Name" just above, for
more information.  You can also add names under "View" and "Edit"
on the main menu, with the advantage that you can more easily
check first to see if the name is already in your file.

GENERAL DATE: The "Add" menu also has "General Date" for date
reminders that are not associated with a name.  For example, you
could add records for national holidays, or your own personal
schedule.  You can also add "General Dates" under "View" and
"Edit" on the main menu, with the advantage that you can see all
the records previously added.

MISC. NOTE: Choose "Misc. Note" to add comments that are not
associated with any name.  For example, you might jot down
personal reminders or "to do list" type items.  You can also add
"Misc. Notes" under "View" and "Edit" on the main menu, with the
advantage that you can see other records that you have added
previously.

CATEGORY: Use "Category" to define new category values, for
grouping your names into sub-lists.  You can also add new
categories under "Edit" with the advantage that you can see all
the other categories that have been defined previously.
Use a "category" to group names that have something in common.
For example, you might want to assign people in your Bridge club
into a "BRDG" category.  Then you can use the "BRDG" category to
print a phone list of club members, or to print mailing labels
for party invitations to a club function.  With the "View"
function, you can see a display window with just Bridge club
members, or see only those "date reminders" associated with the
members of the Bridge club.

Now, as you add or revise names, you can assign them to the
categories you have defined.  Do this by typing the name of the
category into the "Categories" area on the names screen, or press
the F2 key and choose a category from the list.  The categories
area for each name can hold up to eight different categories.
So, each name on your file can belong to as many as eight
different groups that you define.  If you try to add a name to a
category that has not been defined yet, the program will "beep"
at you and display an error message.

RECURRING DATES: Use this to add date reminders that repeat in
some pattern, for example, a meeting every other Wednesday.  For
more information see "Add Recurring Dates" under "Dates/Notes" in
the "MISC Menu" section of this documentation.

VIEW Menu

The "View" pull down menu lets you use several different
techniques for looking at (and optionally revising) your data.
Some of these options are very powerful, and are unique to Who-U-
Know.

NAMES BY CATEGORY: Choose this option to view your names by the
"Category" groups that you have defined.  Use the F9 "Select" key
to change the category to the one you wish to view.  You can
press F9 and change the category from the menu, or while viewing
a particular category group of names, to switch to another
category.  After pressing F9 to change categories, you can key in
a new category, or you can press F2 to see a list of your
categories and then choose the one you want to view next.

When you see the list of names, you can type the first few
letters of a name into FIND and then press <Enter> to jump to
that part of the list.  For example, type "sm" and press <Enter>
to see the list beginning with "Smith" as the top name, and
continuing alphabetically with other names.

Move the highlight bar over the name you are interested in and
press <Enter> to see more information about the name.  See the
bottom of each window display for specific key values that
provide additional viewing and printing functions.
DATES/NOTES: This choice leads to another menu that provides
additional choices.  Each choice will display a list of the
selected dates or notes ("dates" are shown in month/day order,
while "notes" appear in year/month/day sequence).  To pick an
individual date or note, move the highlight bar over that item
and press <Enter>.  See the bottom of each display for specific
key values that provide additional functions.

Choose "General Dates" to view your date reminders that are not
associated with a name.  Because these dates are not associated
with a name, they are not tied to categories, so changing the F9
"Select" category does not affect which dates appear.

Choose "Dates" to view date reminders by category.  Only those
dates associated with names in the "Select" category are
displayed.  Use F9 "Select" to pick the category whose dates you
wish to view.

Choose "Misc. Notes" to view your notes that are not associated
with a name.  Because these notes are not associated with a name,
they are not tied to categories, so changing the F9 "Select"
category does not affect which notes appear on the list.

Choose "Notes" to view note records by category.  Only those
notes associated with names in the "Select" category are
displayed.  Use F9 "Select" to pick the category whose notes you
wish to view.

ANALYZE: Choose "Analyze" (for "All Names") to see a complete
breakdown by your current category assignments.  This shows the
number of names in each category, along with percents of total
names and a bar graph.  A count of "Names with no Categories" is
also shown.  Since this display requires reading every name
record, it can be somewhat slow to appear.  You can press the
<Esc>ape key to stop the analysis as the names are being read.
Use F9 "Select" to see the category breakdown within a single
category.

CALLER ID: This option presents a screen showing all your phone
numbers in numerical sequence.  Next to each number is the
corresponding name.  You can FIND a number by keying in the first
few digits until the number appears at the top of the list.  If
the highlight bar is over a particular telephone and name,
pressing the <Enter> key will show the detailed information for
that name.  After selecting a name, you can add a Notes record,
if you wish to save the details of important phone calls.
Use this option to identify numbers on your phone bill that you
don't recognize, or to identify callers before you answer the
phone (requires "Caller ID" service from your phone company).
Depending on how many phone numbers you have, this screen can be
slow to display the first time you use it each day.  Subsequent
displays will be immediate, if you have not made changes to phone
numbers.  You can stop the display process by pressing the
<Esc>ape key.  To be ready to quickly identify incoming phone
calls before answering the phone, you can call up this display
once, right after starting the program.

SCAN NAMES: This is a powerful tool for choosing names.  Scan
looks through name records to find the specific words, letters or
other characters that you tell it to search for.  Alternatively,
you can select names added or revised after a date you specify.
Finally, you can choose names based on the date records that are
associated with the names.  Any of these "scan" selection methods
can be used by itself, or in combination with the others.

Selected names are displayed on your monitor.  However, these
same techniques can be used with F3 "Scan" to select names for
"Print" or "Misc" menu functions (for reports, export, etc).

"Scan" is similar to specifying a category using F9 "Select" to
select names, but is more flexible and powerful.  For example,
you can look in the "City" area of every name on your file, for
"NEW YORK" or "BOSTON" (Note: upper case letters don't matter, so
"BOSTON" and "Boston" are the same).  You specify "where to
look," using one or more of the following places in each name
record: Name, Company, Address, City, State, Zip, Country,
Salutation, Categories, and Memo comments.

You specify "what to look for" using any one of four "or"
conditions (if any one is true, select the name).  You can also
put an "X" in the NOT area to select names for which it is not
true. The "and" condition means both things must be true in order
to select the name.  If you leave the first "what to look for"
area blank, then names with this area empty are selected.  For
example, to select names with no Categories, choose Categories in
"where to look" and leave the "what to look for" area blank.

The search works in combination with the Category chosen with F9
"Select."  If you choose a Category with "Select" then only names
in that category are searched to find the additional items.  This
provides a very powerful search tool.  For example, you can view
or print all names in Category "XMAS" in the states of "NY" or
"CA".

You can specify additional Categories using Scan.  For example,
you might use "Select" to say look only in Category "A".  And
then use Scan to say "Of the names in Category "A" choose only
those that are also in "B" or "C" and "D" or "E".You can also use Scan to choose names by the "Last Changed" date.
The "Last Changed" date is kept by the program for every name
record, and shows when the name was added or last revised.  Type
a "Last Changed" date to select only names changed (or added)
after the date entered.  This can be handy for things like
updating your Rolodex card file, if you want to print cards only
for new names or names changed since you last printed cards (you
have to keep track of the date when you last printed Rolodex
cards).  This selection criteria is in addition to the "Select"
Category, if any, and other Scan criteria.  Names must meet all
conditions to be selected.

You can also select names based on date records that are
associated with the name.  For example, if you are maintaining a
membership list, you can enter an expiration date with each name.
Later, you can view (or print mailing labels for) all the people
whose memberships are expiring next month.

EDIT Menu

The "Edit" pull down menu lets you change, or just look at, your
data records.  You can also add new records, similar to the "Add
Menu," but with the additional advantage of being able to check
first to see if the record is already on file.

NAMES: Choose this option to view all your names.  When you see
the list of names, you can type the first few letters of a name
into FIND and then press <Enter> to jump to that part of the
list.  For example, type "SM" and press <Enter> to see the list
beginning with "Smith" as the top name, and continuing
alphabetically with the names following "Smith."  You can also
use the arrow and PgDn/PgUp keys to help find the desired name.

Move the highlight bar over the name you are interested in and
press <Enter> to see the detail information about the name.  Now
you can change or add to the name information, then press F10 to
"Save" what you've done.  Or you can press Alt<C> to add a "Copy"
of the data displayed to your file (the original name record will
not be changed).  Thus, you can use existing names as a
"template" to add other names using the "Copy" function.  For
example, to add a person who works at the same company (and
address) as another person already on your file, call up the name
you already have, type over the name with the name of the new
person, and press Alt<C> to add this new "Copy" to your file.
See the bottom of the display for additional special keys and
their meanings.

Press the <Del>ete key to remove a name from your file.  Press
the <Ins>ert key to add a name.  You can also press Alt<2> to add
a name in the "Two Name Format," or Alt<F> to add a "Foreign
Name."  You can do this at any point in the list (you don't have
to be where the name belongs in the alphabet, the program will
place it correctly).  Use Alt<D> to alter the display from
Addresses to Phones to User Items.Use the F4 through F7 keys to list, view, change, or add Notes,
Dates, Phones, and User Items.  Use the F2, F3, and F8 keys to
print one Envelope, Label, or Rolodex for the highlighted name.
If the selected name is in the "Two Name Format," the program
asks which name (or both) to use on Labels and Envelopes.  See
the bottom of the screen for the specific key values.  Press the
F10 "Find Dupe" key to have the program search the name list and
display possible duplicates.

DATES/NOTES: This item leads to another menu that provides
additional choices.  Each choice will display a list of the
selected Dates or Notes ("Dates" are shown in month/day order,
while "Notes" appear in year/month/day sequence).  If the list is
empty, the program goes directly to the add window so you can add
an item.  Otherwise, press the <Ins>ert key to add an item.  To
see or change a Date or Note on the list, move the highlight bar
over that item and press <Enter>.  A Date can be switched to a
Note, and vice versa, by using the Alt_S key combination.  See
the bottom of each window display for specific key values that
provide additional functions.

Choose "General Dates" to list your date reminders that are not
associated with a name.  These kinds of reminders might be used
for holidays or your own personal schedule.

Choose "Dates(all)" to see all your date reminders.  If the list
has lots of dates, you may wish to press the F3 "Today" key to
bring the date closest to the current date to the top of the
screen.

The "One Day (all Dates)" choice displays dates for a single day.
This is the best choice if you schedule many items on the same
day, and want to view only one day at a time.

Use "Misc. Notes" to view your notes that are not associated with
a name.  These are for your personal reminders, or "To Do" list
type items.

Choose "Notes (all)" to view all your note records, whether or
not they are associated with a name.  Use note records to record
a dated history of events (for example, interactions with a
client).

CATEGORIES: This is where you can see the list of your category
definitions.  You can change a definition by highlighting the
item and pressing <Enter>.  You can add a category by pressing
the <Ins>ert key.  To delete a category, first highlight the item
and then press the Del(ete) key.

Use categories to group your names into sub-lists of names that
have something in common.  For example, you might want to assign
people in your Tennis Club into a "TC" category.Now, as you add or revise names, you can assign them to the
categories you have defined.  Do this by typing the name of the
category into the "Categories" area on the names screen, or press
the F2 key and choose a category from the list.  The categories
area for each name can hold up to eight different categories.

PHONE TYPES: This is where you can see the list of your telephone
type definitions (HOME, FAX, etc).  You can change a definition
by highlighting the item and pressing <Enter>.  You can add a new
type of phone by pressing the <Ins>ert key.  Use Del(ete) to get
rid of unwanted items.

USER ITEM TYPES: Choose this item to see your list of "User Item"
types.  These are additional data areas that you can use for
names on your file.  For example, you may want an area for "Job
Title," or "Children's Names."  You can add, change, or delete
these area definitions here.

PRINT Menu

This menu item is the main area for printing, including reports,
calendars, rolodex cards, labels, and envelopes.  It is also
possible to print labels, envelopes, and rolodex cards for one
name at a time from the name list screens in "View" and "Edit."

Each printed format has a companion "setup" window where you can
select exactly how the printing should appear.  For example, you
can select whether or not to print addresses, or telephone
numbers.  Each time you make "setup" decisions the program will
remember what you specified, so that the next time you don't need
to change anything to obtain the same results.

The appropriate "setup" window appears each time you select a
particular report on the "Print" menu (unless you tell it not to
in the "Option--System Setup" menu).  If you are happy with the
"setup" choices for a particular report (say, from previously
printing the same report), just press the F10 "Save" key to keep
those choices and proceed with printing the report.  For a
detailed discussion of the "setup" window options see the
"Option" section of this documentation.

The F9 "Select" function will determine which category group is
chosen for printing.  See the "Select" menu and "Categories"
sections of this documentation for more information.
Use the F2 "Start/Stop" option if you want to begin or end your
printing with a particular name.  For example, if your labels jam
while printing, you might want to begin with the name after the
last good label.  Just press the F2 key to see a list of names,
then highlight the name you want to begin with and press F2
(Start Name).  You can also choose a "Stop Name" (press F3) to
end a report before the last record.  You can use "Start" and
"Stop" together to reprint just one part of a large name list if
an address or phone number changes, or if a name is added (the
first time you print the entire list, choose the option to start
each page with a different letter of the alphabet).

You can also select names for printing using the F3 "Scan" key.
This works in combination with the selected category (F9
"Select") and the name range (F2 Start/Stop).  See the "View--
Scan Names" for more information.

NAME REPORTS: These reports print on standard computer paper, and
display information kept for the names on your file.  When you
choose this option, a second menu pops up with additional
selections.

The "Two Column Format" report lets you choose exactly which
information you want to print.  For example, you can choose
whether or not to print (with Y or N for each) the address,
phones, user items, memo comments, dates, etc.

The "List Format" prints a report with the name on the left side
of the page, and address and/or phone numbers, or user items,
across the page in three columns.  Frequently, only a single line
is used for each name.  For example, if printing only phone
numbers, up to three phone numbers will fit with the name on one
line.

The "Book" option prints variable sized address book
pages that you can cut out to place in different sized holders.
These pages can be customized to fit in pocket size and larger
folders, such as Daytimers, Filofax, etc.  The pages print one or
two across a standard size computer page, with up to eight pages
per sheet of paper, depending on the size you choose.  This
format works with some pre-punched address book pages, such as
Avery laser forms.

The "Phones (Caller ID)" report lists phone numbers in numerical
sequence, so you can check your phone bill if there are numbers
you don't recognize.  If you have Caller ID phone service, you
can keep this list by the phone to identify callers before
answering.  The report can be printed for all your names and
phone numbers, or for a specific category of names.
DATES/NOTES: These reports print on standard computer paper, and
display information from your "Date" and "Note" file records.
When you choose this option a second menu pops up listing
different types of reports.  To print reports for one name (Dates
or Notes tied to a single name), use the F3 "For Name" key to
select the name.

The "Calendar" option prints a wall type calendar with each month
on a separate page.  You can also choose to print each month on
two pages to make an extra large calendar that will hold more of
your date reminders.  Your date reminders print in the boxes for
each day.

Choose "One Day (all Dates)" to print a daily schedule in a
format with two columns.  This will show all your date reminders
for the day you specify.

The "Weeks Dates" option prints seven days of your date reminders
in a format with two columns.  You can start the week with any
day you choose.

Choose "Dates (Month/Vary)" to print a two column report of your
date reminders.  This can be for one month, or any time period
you specify (two weeks, three months, etc).

The "Notes" option prints a list of your Note records in a format
with two columns.  This report can cover any time period that you
specify (for example, one day, two weeks, three months, etc).

LABELS: Choose this option to print mailing labels for the name
and address data on your file.  These labels must be the standard
size: one inch from the top of one label to the top of the next
(for larger labels see the ENVELOPES section just below).

You can also print labels for a single name from the name list
screens in "Edit" or "View."  After pressing the F3 Label key,
the program will ask "How many copies?" (good for return address
labels).  This can also be used to print one label to help align
labels with continuous pin-feed type printers.

With "sheet" or laser type labels, the program will ask "Starting
Row?"  Press Enter to start at the top, or key a number from 2
thru 10 to start on a lower row (re-use sheets with some unused
labels).

ENVELOPES: Use this option to print addresses on multiple
envelopes (for a single envelope, use the F2 Envelope "hot key"
on the name list screens in "View" and "Edit").  To print using
this option with a dot matrix printer you must use the continuous
form envelopes where one envelope is attached to the next on a
pin feed backing sheet.
This option is intended primarily for addressing envelopes.
However, with tractor feed printers, it can also be used to print
one across labels of varying sizes.  For example, blank labels
larger than one inch tall, or shipping labels with a pre-printed
return address, can be printed in this manner.

ROLODEX: This option prints on special rotary type card forms.
Use one-across forms with pin feed holes for continuous form
printers, and Avery #5385 (2x4) or #5386 (3x5) for sheet or laser
printers.  With continuous form printers, you can use the single
print F8 "Rolodex" option on the name list screens in "View" and
"Edit" to check the card alignment in your printer, before
printing multiple rolodex cards.

PRINTER CODES: This option lets you send setup commands directly
to your printer.  For example, you may want to change the font,
or change from "draft" to "letter" quality.  Just choose this
option and type in the specific commands you want to send.  These
commands will be remembered by the program, but the first time
you need to check your printer manual for the specific commands
required.  "Escape" codes and other "decimal" codes must be
placed inside the special brackets found on the keyboard over the
"comma" and "period" keys.  For example, <27> represents the
"Escape" code for most printers.

MISC Menu

The "Misc(ellaneous)" menu holds a collection of utility tools
that perform various useful functions.  Some of these options are
very powerful, potentially affecting every record in your file.
It is always a good idea to make a backup copy of your files
before making major changes with these tools.

Mail Merge

This option creates a file of names and addresses for use with
your word processor.  The file is in the ASCII format and has the
name MERGE.FIL.  Each name will have five lines of name and
address information.  Many names will have one or more blank
lines, since not all the fields will have data.  There is an
optional sixth line for salutation.

Load the MERGE.FIL into your word processor to create mail merge
letters.  Usually, you will need to use the ASCII file load
feature of the word processor (for example, in WordPerfect use
<Ctrl>F5 Text In/Out).  You can use your word processors "macro"
capability to create any special "merge" codes required for mail
merge.
Dates/Notes

This choice displays a second menu with three additional options.
CAUTION: these options can affect multiple date and note records
on your file.

ADD RECURRING DATES: Choose this option to add repeating dates
for up to a whole year.  For example, if you have a meeting the
third Wednesday of every month, you could add reminders for the
entire year.  You can also block out a range of dates, as for a
vacation period.  If you want to associate these dates with a
name, then use the F3 "For Name" key to pick the name.

When you select "Add Recurring Dates" another window appears
where you can enter the month and day to start and end your date
series.  These start and end dates can cover an entire year, but
they can't go from one year to the next.

Next you can choose whether these dates should repeat on a
particular day each month (say, the 15th), or on a particular day
of the week (say, Wednesday).  If you choose a "Day of Week" you
must then choose the type of "Repetition."  This can be which
week in the month (for example, the second Tuesday of each
month).  You can also choose "every week" or "every other week."
If you choose "8. Every day..." then you don't need to enter the
"Repetition."

The rest of the window is similar to an individual date record.
The START/END TIME, TITLE, YEAR, MASS DELETE flag, and MEMO will
appear in each date record that is created.  The YEAR value
defaults to the current year if you leave it blank, except for
"Day of Month" type dates which remain blank if you leave it
blank.  The MASS DELETE value is initially set to "Y" but you can
change it if you don't want to delete these dates using the group
"Date Deletes" function.  The MEMO area shows two lines, but this
will "scroll" to allow 16 full lines, as you type.

DATE DELETES and NOTE DELETES: This process removes all the date
or note records coded with a "Y" in the "Mass Delete" field of
the individual records.  The deleting is only of dates in the
month and year entered.  If the "Starting Year" is left blank,
the delete will only affect records with a blank year.  If the
"Starting Year" has a value, then only dates with that year will
be deleted.

If there is a "Starting Year" value and the months "wrap around"
the end of the year, then the year is incremented beginning with
January.  For example, if the starting month is "12" and the
ending month is "02" then December will use the starting year
(say "91"), while January and February will use the next year (in
this case, "92").
These mass "delete" functions also use the "Category" value shown
in the window.  If the "Category" is blank, then all records that
meet the other criteria are deleted.  However, when a category is
used, only records "tied" to names in that category will be
deleted.  The category is changed with the F9 "Select" function
key.

If you want to delete only the records associated with a single
name, use the F3 "For Name" function key to pick the name.  Then
choose either "Date" or "Note" deletes and proceed with the
process.

Export and Import

Records may be selected for "Export" based on the category (F9
Select), the place in the list to begin or end (F2 Start/Stop),
and "text search" criteria (F3 Scan).  The "Export" function
creates a "comma delimited ASCII" file of selected names (also
called a Data Interchange File, or DIF).  This is the most common
format for exchanging data between programs, and will work with
most other software.

If there are more than two phones for a name, "Export" puts the
extra phones in the "Memo" area, with a "tilde" symbol before
each additional phone number.  For "Two Name Format" records, the
2nd name is put in the "Company" area.  The file is created with
the name TRANSFER.FIL (layout below).

The "Import" function loads a file of names into this program.
If a category is specified (using F9 Select) then all the
CATEGORIES fields of each imported name are dropped, and the
"Select" category is added to each name.  If the blank category
for "All Names" appears in "Select," then the incoming categories
are brought in without change.  The filename for "import" is also
TRANSFER.FIL.

During "import" records with errors are not added to the names
file.  Incomming records must have either a Last Name or Company
Name (both is OK).  Also, records cannot have both ADDRESS LINE
#3 and CITY data (see layout below).  A count of "Bad" (errors)
and "Good" records is displayed.  Both the EXPORT and IMPORT
functions use the following layout (maximum lengths in
parenthesis):

TITLE (14), FIRST NAME (20), LAST NAME (19), COMPANY (33),
ADDRESS LINE #1 (33), ADDRESS LINE #2 (33), ADDRESS LINE #3 (33),
CITY (18), STATE (2), ZIP CODE (10), COUNTRY (15), PHONE
DESCRIPTION #1 (4), PHONE #1 (16), EXT #1 (10), (etc. for phones
2, 3, and 4), SALUTATION (20), CATEGORIES (32), MEMO (255).
Change Categories

Use this option to revise one category value in many selected
name records.  You can select names using F9 "Select" and/or F3
"Scan."  Put the category you want to change into the "Remove
this Category" field.  Next, put the new category value into the
"Add this Category" field.  If "Remove this Category" is left
blank, then the "Add this Category" value is added to selected
names.  IF "Add this Category" is left blank, then the "Remove
this Category" value is dropped from each name.

Name Deletes

Use this function to delete all the Names in one Category.
Choose the category using the F9 "Select" key from the "Misc"
menu.  You can further select which names to delete with the F3
"Scan" key, also on the "Misc" menu.

Warning: The names will be permanently deleted from your file, so
be sure you are deleting names you no longer want.  Use the
"View" Menu "Names" and "Scan names" choices to see ahead of time
which names will be dropped for a given Category and/or set of
"scan" values.  Once the deleting process begins, you can press
the <Esc>ape key to pause, and then decide whether or not to
continue deleting names.


OPTION Menu

The "Option" pull down menu lets you define setup values for
various program functions.  These values define your computer
environment, and describe exactly how reports should appear.

Dial, Printer, Merge

DEVICE NAME: Use the "Device Name" area to switch printers if you
have more than one printer, or to send reports to a disk file.
Most printers use parallel hookups, and will work with either PRN
or LPT1 in device name.  Use COM1 for most serial printers.
Other possible values are LPT2, LPT3, COM2, and AUX.  Do NOT use
a colon ":" at the end of the device name.

You can also enter a DOS file name into Device Name, if you want
to print reports to a disk file (for example, to take to another
computer for printing, or to hold for later printing on a
network).  You can use drive names and directories with the DOS
name (for example, C:\FILES\PRINT.RPT or A:PRINT.RPT).
PRINTER: Enter your printer type in "Which best describes your
printer."  Choice #1, the "Proprinter type" works with printers
using the IBM U.S. character set (Note: this choice prints
Calendars at 6 lines per inch, with a maximum of 6 "event date"
lines per day, while other choices print up to 8 "event date"
lines. For this reason, it is best to try Choice #3 first, even
with an IBM Dot Matrix printer).  Choice #2, "LaserJet," is for
all Laser and DeskJet type printers (if you don't have an HP
laser, set your laser to "emulate" the HP LaserJet II).  Choice
#3, the "Dot Matrix," works with virtually all dot matrix
printers, and is the best choice to try first for all non-laser
printers.  Choice #5 is for the Canon Bubble Jet and other
similar printers.  Choice #6 is for the Epson LQ sheet feed
printer.  Try choices #5 and #6 for sheet feed printers not
specifically mentioned in the other choices above.

Most printed outputs will be correct regardless of the printer
choice you make.  However, if you have trouble with the Calendar,
Book, or Compressed Labels, it is due to a faulty setting.

The "Custom setup" requires that you read your printer manual to
find the special setup codes for "compressed" size (16-17
characters per inch) and "8 lines per inch" (vertical) spacing.
After entering choice "4," then type these special codes in the
popup window that appears next.

The first part of each "Custom setup" code usually requires an
"Escape" code, which must be entered between "less than" and
"greater than" symbols, as follows: <27>.  Any codes that you
enter as "decimal" values must be between their own "<" and ">"
symbols (for example, <27><48>).  On most keyboards, the symbols
"<" and ">" are located on the "," and "." keys.  For most of
these printer codes, you can enter the actual character shown in
your printer manual, instead of the "decimal" code.  It is easier
to use the actual character whenever possible (for example, use
"<27>0" instead of "<27><48>").  After printing Calendars, Books
or Compressed Labels that use these codes, turn your printer off
and then on again to clear the codes before printing other
reports.

DIAL: If you have a Hayes compatible modem, you can have the
program dial phone numbers for you.  You must specify your
telephone type (rotary or touch tone), modem port number ("1" for
COM1, etc.), and modem speed.  See the "Phone Dialing" section
for information on making calls.

Optional "Setup" variables let you supply a Prefix to be
automatically appended to the beginning of the phone number.  For
long distance calls, this can be "1" or a longer "access code."
For local calls this could be "9,," to dial "9" for an outside
line (Note: the ",," creates a pause before the rest of the
number is dialed; each "," causes a two second pause).  You can
also enter a "Long Distance Suffix" that is dialed after the
number, which is used for billing codes in some situations.You can also put a "Local Area Code" in the "Setup" area.  This
causes the autodialer to drop the area code, when you dial
numbers that start with that area code.  This lets you put area
codes in front of all phone numbers, and then travel to different
area codes and "Dial" without changing any phone numbers (you
would change just the "Local Area Code").  This also lets
business users in different locations share the same name files.

MAIL MERGE SALUTATION: You can choose whether or not to include a
salutation, when a mail merge file is created for your word
processor.  The salutation is used with the word "Dear" at the
top of your letters (for example, Dear Mr. Jones:).  If you
choose to have a salutation included, the program will build one
for you.  The salutation is built using the "Title" and the "Last
Name" you entered into the name record.  If the name record has
only a "Company," then "Sir or Madam:" is used, unless a
Salutation was entered with the name record.

You can also specify a universal default salutation (for name
records that don't have a salutation), such as "Friends," or
"Business Owner:".  And you can specify that the "default" value
be used every time, and override the salutation from the name
record.

System Setup

These choices allow you to tailor the program to your personal
preferences.  The first choice, "Display printing format
choices..." will cause the "setup" option window to appear after
you select a report for printing.  It is highly recommended that
you reply "Y(es)" to this, especially at first, so you will be
reminded of all the options that exist with each report.

DATE ALARM: You can have the program check the "event dates" you
have entered to see if any are upcoming in the near future.  The
check occurs each time you start the program.  This value also
controls the optional WHONOW program used to display reminders
when you turn on your computer.  A blinking "Date Alarm" message
showing the number of dates within the "alarm window," appears on
the main menu to alert you to upcoming events.

Enter the number of days you wish to look ahead for upcoming
events.  Enter zero to skip this feature (no date check).  Enter
"1" to check just the current day.  Enter "2" to check the
current day and the next day, etc.  Accordingly, you can choose
any number of days up to 99 to check for upcoming events.  For
example, you could enter a "5" in "Date Alarm," and the next time
you use the program, you might see the message "Date Alarm: 3"
(which means "there are three date records within the next five
days").  Choose the "Calendar" on the main menu, and then press
Enter or F5 (Month) to see date reminders in the current month
(use Edit, Dates/Notes, then Dates <all> if not in the current
month).  Returning to the main menu will stop the blinking alarm
message.WHEN ADDING NAMES...: This area lets you save keying time by
repeating the data from the prior name when adding several names,
one after the other.  For example, sometimes many names have the
same City, State, and Zip Code.  Answer "y" to re-use the address
data from the name you added previously.

STARTING DISPLAY: You can choose how the program will appear
after you first start it up.  The normal choice is "0" to see the
main menu display.  However, you can enter "1" to first see the
list of all your names, or "2" to see the "View" of just names in
a selected category (the category will be the last one you used
from the prior time you ran the program).

AFTER PRESSING ESC: This choice has to do with how you exit the
program.  You can choose to go directly to DOS (quit the program)
when you press <Esc>ape.  By entering a "N(o)" the program will
ask you to confirm that you want to quit.  This can be useful
since you will often be pressing <Esc>ape repeatedly to exit from
lower level menus, and one press too many may put you
unexpectedly out of the program.

DUPLICATE CHECK: This affects the functioning of the F10 "Find
Dupe" key on the name list screens.  If you choose "Entire Name"
the program will display duplicates only if the entire names
match.  For example, "Bill Jones" and "William Jones" will NOT be
found as possible duplicates.  If you choose "Last Name only, or
to 1st space" the preceeding example will be identified as a
possible duplicate.  With "Last Name only" just the first word in
a Company name is used (for example, "Smith, Sue" and "Smith
Barney" would be identified as possible duplicates).

IF REGISTERED: If you have registered the program, be sure and
enter your name and serial number here.  This will display your
name on the main menu, and prevent the registration reminder
message from appearing as you exit the program.

Format Reports

This option presents a list of various reports that are printed
on regular computer paper.  After you choose a particular report,
the setup options for that report are presented.  All option
screens show which category of names is selected, and let you
change it with the F9 "Select" key, if required.

TWO COLUMN FORMAT: This option screen lets you enter a report
title, whether or not to print page numbers, and which kinds of
data to print on the report (address, memo, etc).  The "Print
for" option lets you print the names alphabetically by both "last
name" and "company" if both are present for a particular record,
or just one or the other.  You can also choose ZIP CODE sequence.
Reports can be printed on both sides of each page, by passing
them through the printer twice.  First the odd numbered pages
will print, then feed all the pages back through to print the
even numbered pages.  You can also choose to start a new page for
each letter of the alphabet, so that you get an "A's" page
(Adams, Anderson, etc.), and a "B's" page, etc.  You can use this
with the F2 "Start/Stop" key to reprint only one page instead of
the whole report, if a name on that page is changed or added.

LIST FORMAT: These reports list names with either address and/or
phones, or user items.  The data is printed across the page,
instead of in columns.  The report only prints in the
"compressed" small letter size, though you can choose 6 or 8
lines per inch vertical spacing.  All the variable options are
discussed above, if you have questions about their effect.

BOOK: This option includes all the values from the "Two Column
Format" discussed above, plus options unique to address book
pages.  Use "Indent book pages" to move book pages in from the
left side of the paper.  Use "Indent back sides" if printing on
both sides, to line up the "backs" on top of the "fronts." The
"Text line width" is the space allowed for printing your name,
address, etc.  Make the "Text line width" as large as possible,
so that phone numbers will print next to names whenever possible.


Choose "Compressed" printing to create smaller book pages with
your printers smaller font size (this is usually best for
"pocket" size books).  Use "Book page Margins" to move the
printing left and right on the book page, and thereby affect the
width and appearance on each book page.

The "Print lines per inch" can be set to six or eight, thereby
affecting the height and appearance.  If you have a laser
printer, you can use  "Y" in "Landscape mode" to turn the pages
on their side.  Use "Lines per book page" to affect the overall
height of the book pages (with smaller values, four or more
"pages" will print on a single piece of paper).  You can choose
whether or not to print a "border outline" to assist in cutting
pages if you are not using pages with "perfed" tear lines.

The "Name Separation" value determines what happens at the end of
a name, before the next name begins.  You can choose not to skip
a line, in which case the "address" portion is indented to
provide separation. Or you can skip one blank line, or print a
dashed line to separate the names.
The "Type" option affects the basic style and page numbering of
the book.  The "Single page" option prints small book pages 1-
across the paper, and can be used with the Avery pre-punched
address book laser forms.  The "Two-Up pages" option is intended
to be cut between the left and right hand side pages, and
assembled so that the book pages are stapled or hole punched on
the "left."  With the "Center" option the pages are not cut
between the left and right hand side pages, and the line between
the pages is stapled to form the book.  This sounds more
confusing than it is.  The best way to proceed is to actually
print a few names in the book format, then cut up the pages to
see which style you prefer.

PHONES (CALLER ID): This report list phone numbers in numerical
sequence, so you can check your phone bill if there are numbers
you don't recognize.  If you have Caller ID phone service, you
can keep this list by the phone to identify callers before
answering.  The report can be printed for all names and phone
numbers on your file, or for a specific category of names.  All
the options are discussed above, if you have questions about
their effect.

CALENDAR: This report is in the form of a monthly wall type
calendar.  Your date reminders are printed in each box.  You can
choose to print each month on a single piece of paper, or the
month can be split between two pages, with more room for your
date reminders.  You can add a title, and choose which months and
which year to print.

DATES/NOTES: These options control the appearance of the date and
note reports.  By choosing the starting and ending dates, the
range of information is controlled.  You can also choose whether
or not to print the "Memo" comments which are entered with each
record.

Envelopes

This option is intended primarily for addressing envelopes.
However, with tractor feed printers, it can also be used to print
labels of varying sizes, such as shipping labels with a pre-
printed return address.

LEFT MARGIN: This is used to position the "addressee" information
on the envelope (or variable size label).  Enter the number of
spaces you want to indent before printing the address.  As with
many of these values, it is hard to know exactly what to enter.
The best approach is to take a guess at the value, then print one
envelope, look at the result to see how you did, and then adjust
accordingly.  After a couple of trial runs, you'll have the
correct setup, and you probably will never change it again.
LINES BEFORE or BETWEEN ENVELOPES: The "Lines before" value is
used to position the address from the top of the envelope.  If
you have a laser printer, this will move the "addressee" (and
optional return address) information so it lines up with your
envelope "path."  For example, the HP LaserJet II has a "center
feed" envelope tray, so a value of "11" will correctly place
business-size envelope addresses.  The "11" means to "skip 11
lines before beginning envelope printing."  Use a sheet of paper
to test these values before trying to print on an actual
envelope.

For Dot Matrix printers using "continuous" envelopes, this value
is the number of "print" lines between envelopes (from the bottom
of one envelope to the top of the next).  If there is one inch
between envelopes, enter "6" (since there are six printer lines
per inch).  If the envelopes have no space between them, enter
zero.  To begin printing position the print head at the bottom of
the envelope preceeding the first envelope to print.

PRINT USPS OCR FORMAT: If you enter Y(es) then addresses will
print with all capital letters and no comma between the "City"
and "State."  This conforms with the Post Office requirements for
OCR scanning and may result in faster processing of all letters,
as well as reduced BULK mail rates.  If you enter N(o) then the
"addressee" will appear just as you have entered it, except for
the comma inserted after "City."

SEQUENCE: The sequence for envelopes can be set to Zip Code, or
Primary (person) or Alternate (Company) order.  This can be
changed at any time.  If you choose Zip Code, the Zip area of
each name must contain a code, in order for the sort to work
correctly.  If you choose "Zip" sequence, there may be a slight
delay before printing begins while the program creates the "Zip"
order.

ENVELOPE HEIGHT IN LINES: To place the address data from top to
bottom, the program needs to know the vertical size of the
envelope (or variable label).  Enter the "Envelope Height" (form
height) as a number of lines, assuming that most printers put 6
lines per inch.  For example, a standard business envelope
measures 4 1/6 inches top to bottom.  Therefore the height would
be 25 (6 times 4 1/6).  If your printer puts 8 lines per inch, or
some other value, use this to calculate "Envelope Height."

PRINT RETURN ADDRESS (Y/N): You can print a return address on
envelopes if you wish.  For variable size label printing, you
will probably not want to print a return address.
LEFT MARGIN TO RETURN ADDRESS: Type in "Left Margin" the number
of spaces to indent the return address.  On dot matrix printers
this will be a small number (say, 1 to 5), since the left side of
the envelope is near the left edge of your printer.  However,
Laser printers feed envelopes in "sideways," so this number can
be quite large depending on the size of the envelope (the smaller
the envelope, the bigger the Left Margin).  A good technique with
Lasers is to make some trial runs using a full size sheet of
paper, to see how the return address will be placed on the
envelope (Note: a Left Margin of 15 is about right for business
size envelopes on most laser printers).

RETURN ADDRESS: Type the actual return address, as you want it to
appear on envelopes.  The return address can be up to 5 lines
long.  This return address can be revised at any time.

Labels

LABEL FORMAT: You can define the size and number of labels in a
row (from 1 to 4 across), for standard mailing labels.  These
labels must be 15/16 inch high (or 1" from the top of one to the
top of the next).  The "Compress" formats require a dot matrix
type of printer capable of 16-17 characters per inch.  The
"Sheet" format is for dot matrix printers that use page sheets of
labels (not continuous forms).  The "Laser" format works only
with laser printers that "emulate" the HP LaserJet II (most laser
printers have a LaserJet II mode setting).

LABEL LEFT MARGIN: Use this value to indent label printing on the
left side, so that it lines up correctly on the labels you are
using.  Start with a value of "zero," if you're not sure what to
enter.

PRINT USPS OCR FORMAT: If you enter Y(es) then label addresses
will print with all capital letters and no comma between the
"City" and "State."  This conforms with the USPS (U.S. Postal
Service) requirements for OCR scanning and may result in faster
processing of all letters, as well as reduced BULK mail rates.
If you enter N(o) then the "addressee" will appear just as you
have entered it, except for the comma inserted after "City."

SEQUENCE: The sequence for labels can be set to Zip Code, or
Primary (person) or Alternate (Company) order.  This can be
changed at any time.

If you choose Zip Code, the Zip area of each name must contain a
code, in order for the sort to work correctly.  If you choose
"Zip" sequence, there may be a slight delay before printing
begins while the program creates the "Zip" order.  At the end of
"Zip" sequence printing, the program asks "Zip Summary?"  If you
reply "Y(es)" the totals for each Zip Code will print, to help
with Bulk Mail sorting requirements (Note: 3-digit Zip totals do
NOT include 5-digit Zips with 10 or more labels).Rolodex

Rolodex cards can be printed on any "pin feed" type printer using
continuous form card stock, or on Avery Form #5385 (2x4) or #5386
(3x5) for sheet and laser printers.  You can choose whether or
not to print each of the following types of information: Address,
Phone, User Items, Notes, Dates, and Memo comments.  If the
information selected for a name will not fit on one card, then
another card will print with "Continued" at the top.  In this
way, several additional cards may print for a single name, if you
choose more than Address and Phone data.

Select (F9)

The "Select" function is used to choose the names for the
"Print," "View," and "Misc" options.  Here you specify the
category group of names that you want to process.  You can change
this category as often as you need to, either by choosing
"Select" on the main menu, or by pressing the F9 "Select" key
from most places in the program.

For example, if you're about to print a telephone list from the
"Print" menu, the current category will be displayed at the
bottom.  If you wish to change it, press F9 to bring up the
Select "window," and key in the new category.  If you're not sure
what the category letters are, you can press F2 to see a list of
your categories, then highlight the one you want and press
<Enter> to choose it.  Next, press <Enter> to save the new
category choice, and return to the "Print" menu.

If you wish to select all your names, key spaces into the
"Category" field on the "Select" window.  The "Category" also
affects "note" and "date" selection, by choosing only records
that are associated with names in the selected category.

Calendar

This menu item displays a calendar for the current month.  You
can change to any other month and year by using the arrow keys.
You can also key in a new month number.

To see the date reminders for the month displayed, press the
<Enter> key (or F5 "Month").  If you haven't added any dates for
the selected month, the program puts you on the "Add a Date"
screen.  If you already have dates, you can highlight any
particular date reminder and press <Enter> to see or revise the
detail information.  From the Calendar you can also press the F6
key to see or revise the date reminders for a single day (Note:
it is also possible to view and revise date reminders from the
"View" and "Edit" menus).
MISCELLANEOUS

Phone Dialing

You can automatically dial the phone numbers kept in your name
records.  Just highlight the name on the name list, and press the
F6 "Phones" function key.  Next highlight the number you wish to
call, and press the F6 "Dial" key.  You can also "Dial" from the
Names, Notes or Dates detail screens (wherever you see "F6
Phones" at the bottom).  If you "Dial" from a new Notes record,
the date, time, and length of the call are automatically saved,
along with any "notes" you wish to make about the conversation.

You must stay in the "dial" window during your call, and "Escape"
at the end of your call as you hang up, to save the "Duration" of
your phone call.  To use "autodial" your computer must have a
modem, and you must enter you modem parameters (choose "Option"
on the menu, then "Dial, Printer, Merge").

You can use "vanity" phone numbers if you wish (for example, 800
245-DISK), and the program will dial these numbers correctly.  If
you need to dial a "1" first for some calls within your Area
Code, but outside your local dialing area, then place the "1"
with each 7-digit number that requires it (Note: the "1" is
dropped automatically from Caller ID reports and screens).

After you dial a number, you can pick up your telephone to talk
to the other party.  With some computer modems you may have
trouble hearing the other party.  If so, press the F6 key again,
after you hear the dialing beeps stop and after you pick up the
phone handset.  Sometimes, you can also resolve this problem by
changing the way your telephone and computer are attached to the
phone jack.

You can add numbers to be dialed before (Prefix) and after
(Suffix) the actual phone number (see "Dial Printer Merge" under
"OPTION Menu").  You can suspend the addition of the Prefix and
Suffix codes by appending an "&" to the beginning of the phone
number (the "&" will not be sent to the modem with the rest of
the dial string, or appear in Caller ID reports).  This may be
desireable if you don't want to use your normal Long Distance
service for "800" (toll free) calls.  The "&" can also be used to
send Account or Credit Card numbers to automated services that
tell you your account balance, etc.  Just enter the Account
number as a separate item (like another phone number), preceeded
by the "&" character.  Then after dialing the phone number for
the business, press Esc to leave the "dial" screen.  Wait until
the Account number is requested, then hilight and "dial" the
Account number.
If you have large Prefix and Suffix strings for Long Distance
dialing, the program may send the Suffix as a separate string.
If the length of the Prefix plus the Number plus the Suffix is
greater than 37 digits, then the Suffix will be sent as a
separate stream when you press the F6 key again (the program will
prompt you for this, but wait to press F6 until the initial
dialing is completed).

You can tell the program to "dial the extension also" which can
be useful to connect immediately with your party with certain
voice mail systems.  To do this, select the phone as if you want
to change the number, then enter "Y"(es) in "Dial extension
also."  When you do this, you will probably also need to place
two or more commas with the number (',,') to create the pause so
the voice mail system can answer before the extension is dialed.
This facility can also be used when dialing pager numbers, to
enter the number you wish to be called back on.

Special Key Combinations

Use <Ctrl><End> to erase from the current cursor position to the
end of a field.  To move to the last character of a field, press
<End>.  To move to the first character, press <Home>.

File Backup

For a complete backup of all your data, copy all the files with
the following extensions: .FIL .K01 .K02 and .MEM (see BACKUP.BAT
in the "Batch Files" section of this documentation for more
information).  If you have large name files that won't fit on a
single diskette, consider using a file compression utility, such
as PKZIP, to do the backup.  It is a good idea to cycle thru
several sets of backup diskettes, so that you don't use your most
recent backup diskette when you take your next backup (three
generations of backup disks should be enough).

Monitor Problems

If you have trouble seeing screen details with a laptop or
monochrome monitor, then before starting the program type MODE
BW80 at the DOS prompt.  On color monitors, a slight adjustment
of the "knobs" on the side or front of the display will usually
clear any faint information.

Screen Blanking

If you don't press any keys for a period of 10 minutes, the
program will blank your display monitor.  This protects your
monitor from having a pattern "burned" into the display.  To see
the display again just press any key.  To avoid this feature,
start the program with "WHO V=0" (that's a zero after the equal
sign) and then press <Enter>.
Warrantee Disclaimer

WR Software makes no warrantee concerning the function or fitness
of this documentation or the corresponding program, and shall
have no liability or responsibility to any recipient with respect
to any liability, loss, or damage, directly or indirectly arising
out of the use of the documentation and programs, including but
not limited to, any loss of business or other incidental or
consequential damages.
                              Index

Alarm  20
Analyze  8
Autodial  27
Autodialer  20
Backup  4, 15, 28
BAT  3, 4, 28
Batch files  28
Calendar  1, 14, 19, 20, 23, 26
Caller ID  1, 8, 9, 13, 23, 27
Categories  1, 4-9, 11, 12, 17, 18, 26
Date Alarm  20
Date Deletes  16
Delete  2, 11, 12, 16-18
Device Name  18
Dial  18-20, 27, 28
Envelope  1, 4, 11, 14, 23-25
Esc  5, 6, 8, 9, 18, 21, 27
Escape  15, 19, 27
Export  1, 9, 17
F1  1, 3
F10  5, 6, 10-12, 21
F2  7, 11-14, 17, 22, 26
F3  5, 9, 11, 13, 14, 16-18
F4  6, 11
F5  15, 20, 26
F6  26-28
F7  6, 11
F8  4, 11, 15
F9  3, 5, 7-9, 12, 13, 17, 18, 21, 26
File Backup  28
For Name  1, 14, 16, 17, 20
Foreign Name Format  5, 6
Getting Started  4
Help  1, 3, 4, 10, 14, 25
Import  1, 17
Labels  1, 4, 7, 10-15, 19, 23, 25
Left Margin  23, 25
List Format  13, 22
Mail Merge  1, 15, 20
Main Menu  3, 4, 6, 20, 21, 26
Mass Delete  16
Modem  19, 27
Monitor Problems  28
Name Deletes  18
Name Reports  13
Notes  1, 4-8, 11, 14, 16, 20, 23, 26, 27
Phone  1, 2, 4, 5, 7-9, 12, 13, 17, 19, 20, 22, 23,
          26-28
Phone Dialing  19, 27
Printer  14, 15, 18, 19, 22, 24-27
Printer Codes  15, 19
Printing  1, 4, 7, 12, 13, 15, 18-20, 22-25
Recurring Dates  1, 7, 16
Registration  1, 21
Return Address  1, 14, 15, 23-25
Rolodex  1, 10-12, 15, 26
Salutation  9, 15, 17, 20
Scan  9, 10, 13, 17, 18
Screen Blanking  28
Shareware  1
Start/Stop  13, 17, 22
Startup  2
Two Column Format  13, 21, 22
Two Name Format  5, 6, 10, 11, 17
Warrantee Disclaimer  29
WR Software  1, 2, 29