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- ║ SEARCH ║
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- ║ ║
- ║ SEARCH FOR SPECIFICS IN THE DATABASE ║
- ║ ║
- ║ At the Client Db ║
- ║ Press <S> ║
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- ║ You will get a blank menu, a blinking cursor at the home position. ║
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- ║ Use the enter or arrow key to move to the field that has your search ║
- ║ key (like Zipcode for example). ║
- ║ ║
- ║ At the field enter the search key and Press <F2> ║
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- ║ Depending on how fast your system is and depending on the number of ║
- ║ records in the database you will shortly get all the records ║
- ║ containing that search criteria. ║
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- ║ You can do multiple queries ║
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- ║ For example: ║
- ║ Search all with a Zip of 21544 in the State of NJ ║
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- ║ You would get every record with this Zip in the State of New Jersey. ║
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- ║ <F2> is the order to start the search. ║
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- ║ GoTo ║
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- ║ ║
- ║ Press <G> ║
- ║ ║
- ║ You get a window with five ways to find a client record quickly. ║
- ║ ║
- ║ SalesPro uses very fast indexing to locate a record. In a record ║
- ║ database of around 1000 names your client can be found in a few ║
- ║ seconds. ║
- ║ ║
- ║ Select and complete any one parameter in the menu and press <enter> ║
- ║ ║
- ║ Before you even place your eyes at the screen your record will be ║
- ║ found and displayed. ║
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- ║ IN SCHEDULER ║
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- ║ You can locate your scheduled appointment or task in the Scheduler ║
- ║ at a future date even though you forgot the details ║
- ║ ║
- ║ At the Sheduler screen Press <S> ║
- ║ Enter the keyword - (one is enough) - Press <enter> ║
- ║ The screen will show the line of information ║
- ║ Press <enter> to get the input menu ║
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- ║ IN WORD PROCESSOR ║
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- ║ ║
- ║ At the edit screen ║
- ║ To call up a letter header (name - address) of a client whose name ║
- ║ you remember: ║
- ║ ║
- ║ Press <Ctrl> <T> ║
- ║ Press <L> ║
- ║ Press <enter> (you will disregard the Client I.D #) ║
- ║ Enter <key name, key word, any key item in the client dB record) ║
- ║ Press <enter> ║
- ║ ║
- ║ Your screen will be blank - the time that is blank depends on how ║
- ║ many records have to be searched for ║
- ║ the key word ║
- ║ ║
- ║ When the search is over - a window appears and may have many names ║
- ║ select the one you are looking for ║
- ║ ║
- ║ Press <enter> - Your letter will be addressed ║
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- ║ Date the latter manually or use Ctrl T - Date ║
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