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PC-SIG Diskette Library (Disk #1880)
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Information about “CONTACT TRACKER”
CONTACT TRACKER packs just about every function a small businessman or
crack salesman needs to record every prospect or key person he meets.
It stores those contacts in a crisp database and converts your computer
to a neat phone dialer. An arranger and organizer, CONTACT can maintain
your calendar and schedule while prioritizing your chores. It lets you
sort those contacts in a variety of ways, write a letter, and then its
mail merge function makes sure the letter gets out to the right people.
You can set up CONTACT TRACKER to track important appointments, calls,
meetings, dates, people and projects. You can send out price updates to
selected customers or memos to selected employes. The program boasts it
can churn out up to 60 letters in an hour and then print mailing labels.
When needed, it will dial your telephone and let you make notes of your
calls and store them with each contact file.
FILE1880.TXT
Disk No: 1880
Disk Title: Contact Tracker
PC-SIG Version: S1.1
Program Title: Contact Tracker
Author Version: 04/90
Author Registration: $50.00
Special Requirements: Two floppy drives. Hard drive recommended.
CONTACT TRACKER packs just about every function a small businessman or
crack salesman needs to bird-dog every prospect or key person he deals
with. It stores those contacts in a crisp database and converts your
computer to a neat phone dialer. An arranger and organizer, CONTACT can
maintain your calendar and schedule while prioritizing your chores. It
lets you sort those contacts in a variety of ways, write a letter, and
then its mail merge function makes sure the letter gets out to the right
people.
You can set up CONTACT TRACKER to track important appointments, calls,
meetings, dates, people and projects. You can send out price updates to
selected customers or memos to selected employes. The program boasts it
can churn out up to 60 letters in an hour and then print mailing labels.
When needed, it will dial your telephone and let you make notes of your
calls and store them with each contact file.
PC-SIG
1030D East Duane Avenue
Sunnyvale Ca. 94086
(408) 730-9291
(c) Copyright 1989 PC-SIG, Inc.
GO.TXT
╔═════════════════════════════════════════════════════════════════════════╗
║ <<<< Disk #1880 CONTACT TRACKER >>>> ║
╠═════════════════════════════════════════════════════════════════════════╣
║ ║
║ To start program, type: TRACKER (press enter) ║
║ ║
║ To print documentation, type: COPY TRACKER.DOC PRN (press enter) ║
║ ║
╚═════════════════════════════════════════════════════════════════════════╝
(c) Copyright 1990, PC-SIG Inc.
TRACKER.DOC
.op
*******************
CONTACT TRACKER
*******************
COPYRIGHT 1988,1989 CHARLES WILLIAM RAYMOND,
WEDGE MARKETING COMMUNICATIONS. ALL RIGHTS RESERVED.
CONTACT TRACKER is the sole property of Charles W. Raymond and
Wedge Marketing Communications. It is offered to you on a "trial
and pay" basis subject to the licensing agreement that follows
user documentation.
IF YOU LIKE CONTACT TRACKER SEND YOUR FIFTY DOLLAR ($ 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.
Address your comments, etc., to the same.
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 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 its data base
or a separate one from a file created by a mainframe.
Some Valuable Advise: DON'T MAKE CONTACT TRACKER HARDER THAN IT IS.
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 (CAN BE CHANGED TO SUIT)
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 will 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 like Contact Tracker and/or 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 are in sales and 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.
See tracker.doc for continuous form letterhead.
Wedge Marketing Communications
CT Support-Sales
P.O Box 747
Lake Arrowhead,CA 92353
714-337-6770 (9-5 pst)
.PA
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 SETUP
Boot DOS.
Put your TRACKER diskette in A: drive and Type;
A: (and enter)
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 and when time is money,
spend alittle on a hard drive or hard card. In addition to faster
operation, a hard drive can allow you to keep different CONTACT
TRACKER data bases in different directories.
Next,
type CD\ and enter
type COPY CON:TRACKER.BAT and enter
type ECHO OFF and enter
type CD\ and enter
type CD\TRACKER and enter
type TRACKER and enter
type CD\ and enter
Press the F6 key and enter
This will write a batch file called TRACKER.BAT to 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 return)
TYPE; COPY SLIST B: (return)
TYPE; COPY NOTATION.DAT B:
(return)
TYPE; DEL SLIST (return)
TYPE; DEL NOTATION.DAT
(return)
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.)
CONTACT TRACKER SETUP
Now there are a few things to do so CONTACT TRACKER will make all
the right moves.
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.
[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 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 <--no modem
or
MODEM PORT (COM1 or COM2) COM1 <--modem at COM1
DRIVE FOR DATA (C: B: OR DIR) <---harddisk*
(* not identifying any drive will put CONTACT TRACKER into the drive
that is default. That is if you setup for floppy drive operation,
CONTACT TRACKER will look to A: 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.
You might want to create a directory called \cust for customers and
one called \prospect for prospects, or?? If you have or expect to
have more than 350 contacts, we recommend you keep them in sepate
directories. 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 once more 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 return)
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 (return) 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 RETURN
Ahhh Haaa! You see the author has put its record in the first
position.
1 -WEDGE MARKETING COMM.
(D)ial (E)xit
PRESS E
Now you see;
(S)CROLL - (L)OOKUP - (A)LL - (F)IND
HIT RETURN
You are back to the Main Menu.
PRESS 2
You see;
Enter RECORD# or COMPANY NAME to MODIFY 0=Quit _
ENTER 0 (the return 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 RETURNS 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)
PRESS 3
PRESS S
PRESS RETURN
There is DOE'S
PRESS E
PRESS RETURN
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 RETURNS UNTIL YOU ARE ASKED FOR OK
PRESS Y
PRESS R
You see;
-----------------Additional Notes-------------------
Hit RETURN if no change, Shift/Prt SC to print
> <
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The extended note file allows you to keep additional information
on DOE'S Dough Factory.
PRESS RETURN 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 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 RETURNS 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 RETURNS TO GET TO THE BOTTOM AGAIN.
PRESS Y
NOW TYPE IN DOE'S AGAIN (AT THE PROMPT)
USE RETURNS ETC. (like before) AND
R FOR (R)EAD/WRITE/CHANGE EXTENDED NOTE
The space you entered on the line you typed WIPED OUT THE
LINE!!!!!
PRESS RETURNS 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.
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 always faster 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
(D)ial (F)orward (B)ack
(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.
(*)CB - Pressing an * or the numeral 8 will take the cursor to
the C/A Day: line and after entering data and/or a return 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 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 in it.
From the Main Menu:
(if you haven't figured out how to get back to the main menu,
enter an E, then a return, and another return. 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 RETURN
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 return)
ENTER L (designating that you want to send a letter to this
contact) and hit return
6th - PRESS E
7th - PRESS RETURN (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 RETURN 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 a return) 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 RETURNS (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 RETURN
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
GET BACK AT 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 letters with special contacts.
2. It allows you followup/track contacts 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 start date (limit) and an end
date within the search will be performed. No start or end date
will get each record with the L time prefix.
ENTER 07/24/1988
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 todays 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.
PRESS B (Back to Options)
PRESS E (to (E)xit)
PRESS RETURN
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 RETURN
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. It will also let you do 3 or 4
up labels but these labels and printers are not standardized to
the point where 3 and 4 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 RETURN
You see;
(1)UP (3)UP (4)UP LABELS?
PRESS 1
You must get the printer on line. Not doing so will 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 labels with
any address you input from the prompts. (Our users print up return
labels with their home address so at the end of the month they don't
have to hand address.)
PRESS N
REPORTS: From the Main Menu;
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 - a return 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.
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 RETURN
You will see;
Turn PRINTER ON, set TOF and hit any key
(TOF means Top of Form)
WEDGE and DOE'S will print on both a Phone Listing and a Roster.
PRESS N
PRESS 7
PRESS S (OR RETURN 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 (from the Main Menu)
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-efficiently.
CONTACT TRACKER will print Dear Firstname, automatically. See
your letter we sent to DOE'S earlier.
CONTACT TRACKER in the letter mode acts the same as it did when
you used the extended note suboption except you can type in lower
case letters.
Note that CONTACT TRACKER will change tone toward the end of each
line. This indicates you must use a carriage return 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 RETURN
PRESS RETURN AGAIN
PRESS 5 (to return to the Main Menu)
NOW THAT YOU HAVE HAD A SHORT 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) AND WRITTEN MATERIALS.
THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS. YOU MAY HAVE
OTHERS, WHICH VARY 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 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.
Directory of PC-SIG Library Disk #1880
Volume in drive A has no label
Directory of A:\
A 1 7-26-88 12:42p
CAPNOTE 291 9-22-87 12:53p
CORPSALE NOT 512 7-26-88 1:24p
NOTATION DAT 780 7-25-88 2:51p
ONR 4 7-25-88 2:52p
PPCNT 7 10-23-87 2:58p
README 1ST 1280 7-26-88 1:23p
README 2ND 406 7-26-88 1:21p
SALESMGR NOT 896 7-26-88 1:25p
SAMPLE LET 3360 6-01-88 5:19p
SETUP DAT 60 7-25-88 2:52p
SLIST 205 7-25-88 2:51p
TRACKER BAT 58 7-25-88 2:13p
TRACKER DOC 38019 4-06-90 10:13a
TRACKER EXE 135280 4-06-90 10:56a
GO BAT 38 1-01-80 1:37a
GO TXT 728 1-01-80 2:27a
FILE1880 TXT 2221 7-13-90 11:28a
18 file(s) 184146 bytes
124928 bytes free