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Text File  |  1991-03-14  |  10KB  |  124 lines
  1.  
  2.  ╔══════════════════════════════════════════════════════════════════════════╗
  3.  ║                            USING MACROS                                  ║
  4.  ╚══════════════════════════════════════════════════════════════════════════╝
  5.  ╔══════════════════════════════════════════════════════════════════════════╗
  6.  ║                                                                          ║
  7.  ║    Macros                                                                ║
  8.  ║                                                                          ║
  9.  ║    This utility requires a few practice shots before you will            ║
  10.  ║    understand how to set it up and how to use.  But one or two tries     ║
  11.  ║    and you'll have it.                                                   ║
  12.  ║                                                                          ║
  13.  ║    A macro is like a memory mode in a tape recorder. Set it and you      ║
  14.  ║    can go to the place on the tape immediately. In SalesPro you          ║
  15.  ║    preset key strokes to your specifications.                            ║
  16.  ║                                                                          ║
  17.  ║    Here is an example:                                                   ║
  18.  ║                                                                          ║
  19.  ║    You buy stock.  You buy stock from one broker more than another.      ║
  20.  ║    You want to avoid typing in his name continually everytime you        ║
  21.  ║    use the screen.  Or, you are in the Client Db and all your            ║
  22.  ║    prospects are in your city. Again, you want to save the time that     ║
  23.  ║    it takes to type in the City and State.  You automate this            ║
  24.  ║    change chore by setting up a macro.                                   ║
  25.  ║                                                                          ║
  26.  ║    Here's how to set and use the sample macro function:                  ║
  27.  ║                                                                          ║
  28.  ║    1. Choose the Stock manager, get your screen by pressing  <A>         ║
  29.  ║       The blank screen is ready for input.                               ║
  30.  ║                                                                          ║
  31.  ║    2. Press  <F7>                                                        ║
  32.  ║       You have a window with instructions.                               ║
  33.  ║                                                                          ║
  34.  ║    3. Press <Alt> <F1>                                                   ║
  35.  ║       Notice,                                                            ║
  36.  ║       at the top of the screen you see  MACRO                            ║
  37.  ║       this is the message confirming that you can program a key.         ║
  38.  ║                                                                          ║
  39.  ║    4. Since the cursor is at the top of the form, input a name,          ║
  40.  ║       any name.                                                          ║
  41.  ║                                                                          ║
  42.  ║    5. Press <enter>                                                      ║
  43.  ║       You moved to the next field.                                       ║
  44.  ║       Enter the Exchange Name                                            ║
  45.  ║                                                                          ║
  46.  ║    6. Press  <enter>                                                     ║
  47.  ║       Continue pressing ENTER until you get to the Brokers name          ║
  48.  ║                                                                          ║
  49.  ║    7. Enter a name, any name                                             ║
  50.  ║                                                                          ║
  51.  ║    8. Press  <enter>                                                     ║
  52.  ║       Fill in the next field.                                            ║
  53.  ║                                                                          ║
  54.  ║    9. Press  <enter>                                                     ║
  55.  ║       Fill in the phone number.                                          ║
  56.  ║                                                                          ║
  57.  ║   10. Press  <enter> you have moved to the next field.                   ║
  58.  ║       Far enough for this exercise.                                      ║
  59.  ║                                                                          ║
  60.  ║   11. Press  <F7>                                                        ║
  61.  ║       You have locked in the Macro to Alt F1                             ║
  62.  ║       Press Esc                                                          ║
  63.  ║                                                                          ║
  64.  ║       Return to Stock Manager.  Press  <A>                               ║
  65.  ║                                                                          ║
  66.  ║       You now have a blank screen.  Place the cursor on the              ║
  67.  ║       start position.                                                    ║
  68.  ║                                                                          ║
  69.  ║   12. Press  <Alt> <F1>                                                  ║
  70.  ║       Voila !  Isn't that neat.                                          ║
  71.  ║       All the repeat information is filled in automatically with         ║
  72.  ║       just one key (well two then)                                       ║
  73.  ║                                                                          ║
  74.  ║       Of course it takes a few minutes to do the first part but          ║
  75.  ║       after that all you need to do is remember what Alt F1 does.        ║
  76.  ║   -----------------------------------------------------------------      ║
  77.  ║       Can't remember what Alt F1 does?  Not to worry.                    ║
  78.  ║                                                                          ║
  79.  ║       Make a Db for Macro function keys.                                 ║
  80.  ║   -----------------------------------------------------------------      ║
  81.  ║                                                                          ║
  82.  ║    There are a total of twenty function keys you can program.            ║
  83.  ║                   Alt  F1 thru Alt  F10                                  ║
  84.  ║                  and  Ctrl F1 thru Ctrl F10                              ║
  85.  ║                                                                          ║
  86.  ║    We have prepared several examples on the program disk.                ║
  87.  ║                                                                          ║
  88.  ║    Purpose:                                                              ║
  89.  ║    To move you from the Master Client Db record to a supporting          ║
  90.  ║    database you designed to your own purpose quickly.  Although          ║
  91.  ║    the databases are not relational a quick move from one area           ║
  92.  ║    to another permits using other databases and in affect become         ║
  93.  ║    relational but requires that you make the changes.                    ║
  94.  ║                                                                          ║
  95.  ║    Three samples have been prepared to illustrate the use of             ║
  96.  ║    supporting databases:                                                 ║
  97.  ║                                                                          ║
  98.  ║    CUSTLTTR           > You can record all coorespondence dates.         ║
  99.  ║    CUSTPHON           > List more than one phone # for a Client          ║
  100.  ║    CUSTSALE           > Record sales to date and expected sales          ║
  101.  ║    CUSTTYPE           > Code and total your customers by sales           ║
  102.  ║                                                                          ║
  103.  ║    How To:                                                               ║
  104.  ║                                                                          ║
  105.  ║    You must be at your Client DB to have the macro work correctly.       ║
  106.  ║                                                                          ║
  107.  ║    Press <Alt> <F5> (hold the Alt key then press F5)                     ║
  108.  ║                     Pulls up CUSTLTTR                                    ║
  109.  ║    Press <Alt> <F6>                                                      ║
  110.  ║                     Pulls up CUSTPHON                                    ║
  111.  ║    Press <Alt> <F7>                                                      ║
  112.  ║                     Pulls up CUSTSALE                                    ║
  113.  ║    Press <Alt> <F8>                                                      ║
  114.  ║                     Pulls up CUSTTYPE                                    ║
  115.  ║                                                                          ║
  116.  ║    Create as many databases as are applicable.  Remember that there      ║
  117.  ║    are only 20 Macro Keys available.                                     ║
  118.  ║                                                                          ║
  119.  ║                                                                          ║
  120.  ║                                                                          ║
  121.  ╚══════════════════════════════════════════════════════════════════════════╝
  122.                                                                             
  123.                                                                             
  124.