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- DOCTOR DATA Label v5.0 User's Manual Page 21
-
-
- -----------------------------------------------------------------
- RECORDS sub-menu
- -----------------------------------------------------------------
- The RECORDS sub-menu consists of five commands: EDIT/ADD RECORDS,
- INDEX RECORDS, FILTER RECORDS, CHECK DUPLICATES, & MISCELLANEOUS.
- The following will explain how to use these commands and their
- corresponding sub-menu commands.
-
- -----------------------------------------------------------------
- EDIT/ADD RECORDS
- -----------------------------------------------------------------
- The purpose of the EDIT/ADD RECORDS command is primarily for the
- adding and editing of records. There are, however, several other
- commands available within this command. Because most data
- management is done within this command, this is probably where
- you will be spending most of your time.
-
- DATA ENTRY
-
- There are twenty-three fields available for data entry. The field
- names, types and lengths are all defined and cannot be changed
- except the names of the three USER DEFINABLE code fields. These
- are defined by executing the FIELDS/CARRY command located under
- the SETUP sub-menu. Refer to that command in this manual for
- further instructions. The uses for the fields do NOT have to
- follow their names. For example, the "Title" field may be used as
- a Country field, the "Account #" field may be used as a code
- field, etc. The "Notes" field may be used for any other
- miscellaneous data that you want to attach to a record and is
- explained later in this section.
-
- Upon entering this command, at the top right of your screen you
- will see "Ins" displayed. This means that your Insert key is
- turned ON and that anything typed will push over any text that is
- to the right of the cursor. To turn it OFF, press the <Ins> key.
- When the Insert key is OFF, anything typed will write over any
- text to the right of the cursor.
-
- The following features simplify and optimize the efficiency in
- adding and editing records:
-
- 1) Numbers ONLY may be entered in the fields in which numbers
- were meant to be entered.
-
- 2) The first character of most other fields and both characters
- in the "state" field are automatically upper cased.
-
- REFER TO THE FIELDS/CARRY COMMAND LOCATED UNDER THE SETUP SUB-
- MENU FOR THE FOLLOWING:
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 22
-
-
- 3) Six custom prefix codes may be used for longer prefixes such
- as "Mr. & Mrs."
-
- 4) Unwanted fields may be turned OFF and other fields may be set
- to carry-over data from one record to the next to eliminate
- repetitious data entry.
-
- 5) The zip code may be set to accept digits ONLY for U.S. or all
- characters for International postal codes.
-
- 6) The names of the three code fields may be renamed.
-
- FIELD EDITING KEYS
-
- The following commands are used for editing text in all fields
- except the Notes field which will be explained later. The ^
- is the <Ctrl> key.
-
- Up arrow or ^E = Move up one field
- Down arrow or ^X = Move down one field
- Left arrow or ^S = Move left one character
- Right arrow or ^D = Move right one character
- ^left arrow or ^A = Move left one word
- ^right arrow or ^F = Move right one word
- HOME = Beginning of current field
- END = End of text in current field
- ^HOME = Beginning of the record
- ^END = End of the record
- PgUp = Previous record
- PgDn = Next record
- Esc = Exit to sub-menu
- ^Y = Delete the current line
- ^T = Delete word right
- Ins = Toggle insert/replace on/off
-
- The CAR-RT SORT field is seven characters wide. It is used for
- both the type of carrier route and the carrier route number
- itself. The three types of routes are RR (Rural Route), HC
- (Highway Contract) and CR (City Route). The first two characters
- of this field is used for RR, HC or CR. They are automatically
- upper cased. Then enter the number to the far right - up against
- the right margin. For example: [RR 12], [HC 1234] or [CR 2].
- By placing the route number up against the right margin, you will
- be assured that the records will index properly for mail sorting.
-
- The "Street Address" field should be used for the actual street
- address, Apt#, Suite#, etc.. Use the "Bldg/Mall/Etc." field for
- the name of office complexes, plazas, buildings, malls, etc.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 23
-
-
- The last field in each record is called "Notes". Pressing <E>
- while the cursor is in this one character field will open a
- window to allow the entry of miscellaneous data attached to the
- current record. Up to 64K (64,000 characters) may be stored in
- this field. If there is content in the Notes field of a record,
- "Notes [ ]" will be displayed in high intensity. Be sure the
- contrast and brightness controls on your monitor are properly
- adjusted to differentiate between high and low intensity.
-
- NOTES FIELD EDITING KEYS
-
- If you use the built-in text editor, the following is a list of
- editing commands available while editing the "Notes" field. The ^
- equals the <Ctrl> key.
-
- Up arrow or ^E = Move up one line
- Down arrow or ^X = Move down one line
- Left arrow or ^S = Move left one character
- Right arrow or ^D = Move right one character
- ^left arrow or ^A = Move left one word
- ^right arrow or ^F = Move right one word
- HOME = Beginning of current line
- END = End of current line
- ^HOME = Beginning of the memo
- ^END = End of the memo
- PgUp = Next edit window up
- PgDn = Next edit window down
- ^PgUp = Beginning of current window
- ^PgDn = End of current window
- ^W = Save and finish editing
- Esc = Abort edit & return original
- ^Y = Delete the current line
- ^T = Delete word right
- ^B = Reformat memo in edit window
- Ins = Toggle insert/replace on/off
-
- 1st COMMAND LINE
-
- The 1st command line is located directly under the day/date line.
- These commands are selected by pressing function keys <F1>
- through <F8>. Under this command line are four (4) combination
- key commands. To use them you must hold down the <Alt> key and
- press either B, Z, M, or <F10>.
-
- Some of these commands have other sub-commands that will be seen
- upon selecting. The following will explain these commands.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 24
-
-
- F1=Notepad ------------------------------------------------------
-
- The purpose of this command is to edit/display the NOTEPAD,
- display US ABBREVIATIONS and FOREIGN STATES. Selecting this
- command will prompt you with the above three selections. Use the
- left and right arrow keys to highlight and select.
-
- The NOTEPAD is for the purpose of being able to keep on hand
- miscellaneous information such as codes for the code fields,
- dates of mailings, etc.. The editing commands are the same as for
- the Notes field. The Notepad is not to be confused with the Notes
- field. The NOTEPAD is not part of the database. It is a text
- file stored on disk by the name of NOTES.TXT.
-
- The FOREIGN STATES are defined by selecting the FOREIGN STATES
- command located under the SETUP sub-menu. The US ABBREVIATIONS
- will be displayable after selecting the FOREIGN STATES command.
-
- F2=Add ----------------------------------------------------------
-
- The purpose of this command is to add records to the database.
- New records are always added to the end of the database. If the
- Street Address in the last record is blank, you will be notified
- and asked if you want to add another record. This will help
- prevent adding extra blank records to the database accidentally.
-
- "Zippy" ZIP CODE DATABASE
-
- You will be prompted for the zip code before a new record is
- added if:
-
- 1) You purchased "Zippy", the optional zip code database and,
- 2) If "Zippy" is present in the default drive and directory and,
- 3) If "Zippy" is turned ON. ("Zippy" is turned ON and OFF by
- pressing <Alt-Z>.)
-
- Zippy automaticaly inserts the city, state and area code based
- upon the zip code you enter. If the zip code entered is a "post
- office ONLY" zip code, "P.O. BOX" will automatically be inserted
- into the "Street Address" field. Refer to the SET "P.O. BOX"
- command located under the MISCELLANEOUS command located under the
- SETUP sub-menu.
-
- If there is more than one city for the zip code entered, a window
- will open allowing you to select the city to insert into the city
- field. The first city in the list is the Main Post Office city
- name. The cities following will be the "Branch Post Office City
- Name", "Community Post Office City Name", or the "Place Name" in
- that order.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 25
-
-
- DUPLICATE CHECKING ON RECORD ENTRY
-
- If an index file is selected you will be asked if you want to
- check for duplicate records. Indexing is explained under the
- INDEX RECORDS command. If you answer "Y", you will be prompted
- for the primary index field content. Enter the field data and
- press <Enter>. If the index file was indexed on two or more
- fields, you will also be prompted for the secondary index field
- content. Enter the field data and press <Enter>. You will be
- informed of how many, if any, possible duplicate records were
- found. If any were found, pressing any key will automatically
- take you to the first one found. By pressing <PgDn> you will see
- any others. If any are true duplicates you simply don't add the
- new record. If none are true duplicates press <F2> again and
- answer "N" to the "Check for duplicate records?" prompt. Upon
- answering "N", a new record will be added.
-
- Duplicate records checking on record entry prevents duplicate
- records from being entered into the database. Duplicate records
- can also be checked for after they have been added with the
- CHECK DUPLICATES command located under the RECORDS sub-menu.
-
- Disk space is checked and newly added records are saved upon
- every 10 records added. If too many records are added
- accidentally, refer to the F4=Mark and the F6=Pack commands.
-
- Refer to the DATA ENTRY section (mentioned earlier) for more on
- EDITing and ADDing RECORDS.
-
- F3=Goto ---------------------------------------------------------
-
- The purpose of this command is to position the record pointer to
- the "First" record, "Last" record, "Record#", "Next" record
- specified in a SEARCH, "Prior" record, the next "Marked" record,
- or to "Skip" a number of records. To do this, press the <F3> key
- then the first letter of the command to execute. The following
- are descriptions of these commands, their usage, and examples:
-
- Pressing "F" will position the record pointer to the First record
- in the database. If the database is not indexed this will be
- record #1. If an index is active the first record will most
- likely not be the first record in the database, but rather the
- first record in that index. Records in an index appear in index
- order rather than natural order. Refer to the INDEX RECORDS
- command located under the RECORDS sub-menu.
-
- Pressing "L" will position the record pointer to the last record
- in the database. Here again, like the above explanation, the last
- record in an indexed database will most likely not be the last
- record entered into the database.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 26
-
-
- Pressing "R" will prompt you for the record number to go to.
- After entering the record number, press <Enter> to position the
- record pointer to the record number entered.
-
- Pressing "N" will position the record pointer to the Next record
- meeting a Search requirement. This is defined using the SEARCH
- command which is located under the MISCELLANEOUS command under
- the RECORDS sub-menu. Pressing <F3> then "N" will position the
- record pointer to the Next record meeting the Search requirement.
- This can be done repeatedly until no more records meeting the
- requirement remain. To review again, press <F3>, then "F" to go
- to the First record then start over using the "Next" command.
-
- Pressing "P" will position the record pointer to the record
- displayed prior to the current record. For example, if you are
- at record #100 and you press <F3> then "R" then enter 200 and
- press <Enter> the prior record is #100. If you now press <F3>
- then "P" you will go back to record #100.
-
- Pressing "M" will position the record pointer to the next Marked
- record in the database. This command will NOT work if Marked
- records are turned OFF (See "Alt-Marked ON or OFF" command). The
- next section discusses the uses for Marking records.
-
- Pressing "S" will allow you to skip through the database the
- number of records specified. When prompted to enter a number,
- you may specify a positive number to skip forward or a
- negative number to skip backwards. A negative number is entered
- using the minus (-) sign i.e. -30 will skip back 30 records.
-
- F4=Mark ---------------------------------------------------------
-
- The purpose of this command is to Mark all records "Prior" to the
- current record, the "Current" record, the "Rest" of the records,
- "All" of the records, or individual records other than the
- currently displayed record. To do this press <F4> then the first
- letter of the command to execute. The following are descriptions
- of these commands and their usage:
-
- Pressing "P" will Mark all records Prior to the current record
- displayed on the screen.
-
- Pressing "C" will Mark the Current record displayed on the
- screen.
-
- Pressing "R" will Mark the Rest of the records in the database or
- all records after the current record displayed on the screen.
-
- Pressing "A" will Mark All the records in the database.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 27
-
-
- Pressing "Alt-R" will prompt you for a record number and then
- upon pressing <Enter> will go to the record number entered and
- Mark it.
-
- When using the Prior or Rest commands on an indexed database it
- is important to remember that the database is NOT in natural
- order and that any records Marked will be those according to the
- index.
-
- If a database is filtered and the filter is turned ON, only the
- records in the filter are marked.
-
- There can be several reasons for marking records. The most common
- of which is to remove records permanently from the database. This
- is done using the F6=Pack command. The F6=Pack command is
- explained later.
-
- Another use for marking records would be if you wanted to single
- out selected records for any particular purpose by Marking them
- and then set a Filter to all Marked records. Filtering is
- explained under the FILTER RECORDS command.
-
- F5=Unmark -------------------------------------------------------
-
- The purpose of this command is to Unmark records that were
- previously marked with the F4=Mark command. To do this, press
- <F5> then the first letter of the command to execute. This
- command is the same as the F4=Mark command except it does just
- the opposite. This command will NOT work if Marked records are
- turned OFF. See the "Alt-Marked ON or OFF" command. Filters are
- explained under the FILTER RECORDS command located under the
- RECORDS sub-menu.
-
- F6=Pack ---------------------------------------------------------
-
- The purpose of this command is to permanently remove all Marked
- records from the database. If there are any Marked records in the
- database, pressing <F6> will prompt you with "Are you sure you
- want to PERMANENTLY REMOVE xxx RECORDS from the database (Y/N)?"
- where xxx is the number of Marked records in the database. If
- you answer "Y", all Marked records will be permanently removed
- from the database.
-
- IMPORTANT: It is always good practice to keep a backup of your
- database files in case of corruption or accidental deletion of
- records.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 28
-
-
- F7=Seek ---------------------------------------------------------
-
- The purpose of this command is to seek the key index field for
- specified data. This will work only if an index file is active.
- If, for example, the active index file is indexed on the zip code
- and last name, you would be prompted for the zip code to seek for
- since the primary index field was the zip code. After entering
- the field content to seek and pressing <Enter> the record pointer
- will be relocated to the first record meeting the requirement. If
- there was no record found you will be informed so.
-
- F8=Call ---------------------------------------------------------
-
- The purpose of this command is to dial the Area Code and Phone
- number of the current record displayed on the screen. Pressing
- <F8> will bring up another command line allowing you to dial one
- of two prefix's plus the a/c and phone, 1 plus the a/c and phone,
- or no prefix at all. Pressing 1 through 4 will select and then
- dial the number on your modem. After the modem dials the number,
- pick up the receiver and press any key on the keyboard to
- disconnect the modem.
-
- The two prefix's and other modem parameters are defined and
- further explained under the MODEM PARAMETERS command located
- under the SETUP sub-menu.
-
- 2nd COMMAND LINE
-
- Alt-Beep ON or OFF ----------------------------------------------
-
- The purpose of this command is to toggle the beep ON and OFF. The
- BEEP informs you when you have filled a field and gone onto the
- next.
-
- Alt-Zippy ON or OFF ---------------------------------------------
-
- The purpose of this command is to toggle Zippy ON and OFF. Zippy
- is a city, state, zip code and area code database that will
- automatically insert the city, state and area code upon zip code
- entry in a newly added record. Also refer to the SET "P.O. BOX"
- command located under the MISCELLANEOUS command which is located
- under the SETUP sub-menu.
-
- This zip code database is optional. If Zippy is in the default
- drive and directory it will be recognized upon starting DOCTOR
- DATA Label. If the ZIPPY.NTX index file is not present it will
- automatically be created if adequate disk space is available.
- Zippy will then be ready for city, state and area code look-up
- upon zip code entry. A total of just under 2.5 megabytes of hard
- disk storage is needed for Zippy and it's index file.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 29
-
-
- Alt-Marked ON or OFF --------------------------------------------
-
- The purpose of this command is to hide records that have been
- Marked. If Marked is ON, Marked records can be displayed. If
- Marked is OFF, Marked records are NOT displayed. If the Marked
- records are turned OFF, they will also be hidden from printouts,
- reports, etc.
-
- Alt-F10=Carry/Edit ----------------------------------------------
-
- The purpose of this command is to carry over data from the
- corresponding field in the previous record to the current record.
- This command does the same as the <F10> command except the cursor
- stays in the field for field editing.
-
-
- F10=Carry -------------------------------------------------------
-
- The purpose of this command is to carry over data from the
- corresponding field in the previous record to the current field
- and then go on to the next field.
-
- STATUS LINE
-
- Just below the two command lines there will be displayed from
- left to right, the Filter Status, Index Order, and the number of
- Records Marked in the current database.
-
- The Filter Status will display one of the following:
-
- 1) If a filter has NOT been set the display will be "NOT Filtered".
- 2) If a filter has been set and is turned OFF the display will be
- "Filter is OFF".
- 3) If a filter has been set and is ON, the display will show
- either: Filter SET TO FIELDS: or Filter SET TO MARKED: with
- the number of records in the filter. This will all be
- explained further under the FILTER RECORDS command located
- under the RECORDS sub-menu.
-
- The "Index Order" will display the number of the currently active
- index file. If no index file is selected and/or created, the Index
- Order will be 0 which is natuaral record order. Up to 5 separate
- index files may be created and maintained on each database file.
-
- The index order, if other than 0, may be set to 0 by pressing
- <Alt-I> and changed back by pressing <Alt-I> again. This is
- usefull when adding records to an indexed database. Many times
- after adding several records to a database you will want to print
- labels or letters for those records. To do this you will need to
- set the index to 0, go to the first record that you entered, exit
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 30
-
-
- the EDIT/ADD RECORDS command and then print. Being able to set
- the index to 0 from within the EDIT/ADD RECORDS command will
- eliminate the need to exit this command, enter the INDEX RECORDS
- command, set the index to 0 and then return to go to the first
- record added then exit again and start printing. There are
- perhaps other advantages of being able to enable and disable the
- index from within this command that you will find later as you
- use DOCTOR DATA Label. You are not allowed to switch index files
- from this command - only disable and enable.
-
- The "Records Marked" to the right of the "Index Order:" will at
- all times show the total number of records marked in the current
- database.
-
- The next line (just above the field input portion) is used for
- the display of from left to right, the current Record number and
- whether it is Marked or Unmarked, the current database filename
- in use, and the Total records in the database.
-
- -----------------------------------------------------------------
- INDEX RECORDS
- -----------------------------------------------------------------
- When an index file is created and selected it will cause records
- to appear in the order in which they were indexed. If an index
- file is active, blank key index fields will appear first, numbers
- are second, then lower case and UPPER case characters. The key
- index field is the first field selected to index on.
-
- An index is mostly used for printing labels in zip code order by
- selecting the zip code as your primary (1st) index field. With
- DOCTOR DATA Label you can also use an index when adding records
- to check for duplicates on record entry. See the <F2>=Add command
- located under the EDIT/ADD RECORDS command located under the
- RECORDS sub-menu. Also, the field content of the key index field
- of an index may be seeked with the <F7>=Seek command also located
- under the EDIT/ADD RECORDS command. The <F7>=Seek command allows
- for instantaneous record retrieval.
-
- If an index is active when EXPORTing, the records will be copied
- to the new database in the order in which they appear in the
- Index and will be re-numbered accordingly. This is commonly known
- as a "SORT". The INDEX order of the old (current) database will
- be the NATURAL order of the new (exported) database. See the
- EXPORT TO command for instructions on exporting a database.
-
- Selecting the INDEX RECORDS command will bring up another sub-
- menu with the commands CREATE NEW INDEX and SET INDEX ORDER.
- Above these prompts is the status line, stating the number of the
- controlling index file. If the number is 0, then no index is
- active and the records will appear in natual record order.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 31
-
-
- CREATE NEW INDEX ------------------------------------------------
-
- The purpose of this command is to create a new index for the
- current database. Up to 5 index files may be created for a
- database. If you have already created one or more index files you
- may recreate any one of them by simply selecting the index to
- recreate. After selection you will be prompted for the fields to
- index on by pressing the letters corresponding to the fields. The
- first field selected is the primary (key) index field, the second
- field selected is the secondary index field, and so on. Press
- <Enter> when done.
-
- SET INDEX ORDER -------------------------------------------------
-
- The purpose of this command is to select the controlling index
- file. This command will only be operatable if one or more index
- files have been created. From within this command you may select
- one of the current index files or press <Esc> to select natural
- record order.
-
- -----------------------------------------------------------------
- FILTER RECORDS
- -----------------------------------------------------------------
- The purpose of this command is to "hide" all records NOT meeting
- the requirements you specify. This command is used to edit, view,
- or print only a selected SUBSET of records.
-
- Selecting this command will bring up another sub-menu with the
- following commands: CREATE NEW FILTER, SET FILTER ON/OFF, and
- CONTINUE FILTER. The SET FILTER ON/OFF command will NOT appear
- unless a filter has been CREATEd. The CONTINUE FILTER command
- will NOT appear unless a filter has been CREATEd using the FIELDS
- command (explained later). Above these prompts is the status line
- for the filter stating either "NOT Filtered", "Filter is ON" or
- "Filter is OFF".
-
- CREATE NEW FILTER -----------------------------------------------
-
- The purpose of this command is to create a new Filter for the
- current database. Selecting this command will present another
- sub-menu containing the commands: MARKED and FIELDS.
-
- "Use prior filter?"
-
- Filters are saved upon exiting DOCTOR DATA Label, selecting
- another database, or closing the current database. If a filter
- existed upon the last use of a database file and the database is
- selected again then filtered, you will be asked if you want to
- use the previous filter again.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 32
-
-
- The following will explain the usage of the sub-menu commands.
-
- --- MARKED
-
- Selecting this command will set a Filter to all records Marked.
- If Marked records are turned OFF, you will NOT be able to set a
- filter to MARKED records. See the F4=Mark and Alt-Marked ON or
- OFF commands located under the EDIT/ADD RECORDS command for more
- information.
-
- In earlier versions you were able to set a filter to unmarked
- records. That command is no longer needed because of the "Alt-
- Marked ON or OFF" command located in the EDIT/ADD RECORDS
- command. Turning Marked records OFF in essence sets a filter to
- unmarked records since Marked records can't be accessed when
- turned OFF.
-
- --- FIELDS
-
- Selecting this command will allow you to specify requirements on
- selected fields for which a filter will be set. You will first be
- prompted to select a field by pressing <A> through <V>. Next, you
- will be prompted to select an operator. There are nine operators
- available for use. There are 6 operators available when selecting
- the "Date" field.
-
- The following are the available operators.
-
- "EQUAL" - This operator will set a Filter to the records that
- equal the requirement you are about to specify for the field.
- Each time this operator is selected, the requirement is searched
- for within the records meeting the last requirement specified.
- This will narrow down the number of records in the Filter.
-
- "add EQUAL" - This operator will allow two or more EQUAL
- requirements to be specified for any one or more fields. Each
- time this operator is selected, the requirement is searched for
- throughout the entire database and any records meeting the
- specified requirement are ADDED to the Filter.
-
- "exclude EQUAL" - This operator will exclude all records from the
- Filter or database NOT meeting the specified requirement.
-
- "RANGE" - This operator will set a Filter to the records that
- meet the specified MINIMUM and MAXIMUM range.
-
- "add RANGE" - This operator will allow two or more RANGE
- requirements to be specified for any one or more fields. Each
- time this is done, all records in the database meeting the range
- requirements will be included in the Filter.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 33
-
-
- "exclude RANGE" - This operator will exclude all records from the
- Filter or database NOT meeting the specified requirement.
-
- "WITHIN" - This operator will set a filter to all records that
- contain the requirement anywhere WITHIN the selected field.
-
- For example, you could set a Filter to all records that have a
- Street Address name of Elm which would be WITHIN the Street
- Address field.
-
- "add WITHIN" - This operator will allow two or more WITHIN
- requirements to be specified for any one or more fields. Each
- time this operator is chosen, the entire database is searched for
- the specified requirement WITHIN the selected field. All records
- meeting the requirement will be included in the filter.
-
- "exclude WITHIN" - This operator will exclude all records from
- the Filter or database NOT meeting the specified requirement.
-
- "Tally Records?"
- After each requirement is specified you will be prompted to tally
- the records in the filter up to that point. The tally is optional
- because of the time it takes to count. A non-optional tally is
- made once the filter is completed.
-
- SPECIFY ANOTHER FIELD, EXIT, OR ABORT: At this time, you will be
- prompted for another field to use for a filter requirement. While
- being prompted to select a field, you may press <Esc> to abort
- the filter process or press <Enter> to set the current filter, if
- any, and exit.
-
- In using the "EQUAL", "add EQUAL", and "exclude EQUAL" operators,
- note that the field content specified does NOT have to match, in
- length, the actual content of the field. For example, if "We"
- were specified in the "Last Name" field, the search would include
- all records with a Last name field content that start with "We"
- which would include "Weber", "Webster", "Wealler", and so on.
-
- EMPTY FIELDS may be checked by using the "EQUAL" operator and
- pressing <Enter>, not specifying a requirement for the field.
-
- The specified requirements, using the operators described above,
- are case insensitive meaning that "Webster" is recognized the
- same as "WeBsTeR" or any other case variation.
-
- If there are no records in the database that meet the
- specifications entered, no Filter will be set and a message will
- appear saying there are no records available matching the
- requirements specified.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 34
-
-
- The filter is NOT automatically updated after adding records to
- the database unless the Filter was set to "Marked".
-
- EXAMPLE FILTER: To set a filter to all records in the states of
- Arizona (AZ), California (CA), Nevada (NV), and Utah (UT): First,
- select the "State" field. Second, select the "add EQUAL"
- operator. Then specify "AZ" for the field content. Do the same
- for the other three states. Each time the filter will increase in
- size pending that you have records from those states.
-
- To continue the above example Filter, include only the records
- from those states who have a last name in the RANGE of "A" to
- "L". First, select the "Last name" field. Second, select the
- "RANGE" operator. We do NOT select the "add RANGE" operator
- because we do NOT want to search the entire database, but ONLY
- the ones in the previously defined Filter. After selecting the
- "RANGE" operator, enter "A" for the MINIMUM and then "L" for the
- MAXIMUM.
-
- At this time if the steps above were followed correctly your
- filter includes all records that have a Last name field initial
- in the range of "A" to "L" and are from the states AZ, CA, NV,
- and UT.
-
- SET FILTER ON/OFF -----------------------------------------------
-
- This command will NOT appear unless a filter has been CREATEd.
- The purpose of this command is to turn the Filter ON and OFF.
- When the filter is turned ON, ONLY the records within the Filter
- may be edited, viewed, and printed. In order to edit, view, or
- print all records in the database the Filter must be turned OFF.
-
- CONTINUE FILTER -------------------------------------------------
-
- This command will NOT appear unless a filter has been CREATEd
- using the FIELDS command. This will allow you to continue the
- filter by specifying more requirements on field content without
- creating a new filter. Selecting this command will display the
- same screen as when creating a new filter.
-
- -----------------------------------------------------------------
- CHECK DUPLICATES
- -----------------------------------------------------------------
- The purpose of this command is to check for duplicate records on
- the first two index fields of the currently active index file. If
- the index is on only one field, all records with the same content
- in that one field will be recognized as duplicates. If the index
- is on two or more fields, all records with the same content in
- both fields will be recognized as duplicates.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 35
-
-
- Blank fields are ignored when checking for duplicates. This means
- that if you check for duplicate phone numbers, the records with
- blank phone numbers will NOT be recognized as duplicate records.
- Also, if the index is on two or more fields, blank secondary
- fields are ignored, not being recognized as duplicates.
-
- The case structure (upper or lower) of a character is ignored.
-
- When the Company name or Street address are used only the first
- fifteen (15) characters are checked. This will ignore
- abbreviations, allowing duplicates to be easily recognized.
-
- Upon completion, the total number of records that appear to be
- duplicates is displayed. Pressing <P> will print the records that
- appear to be duplicae records along with their record numbers.
- The record numbers will be used to delete the records that are
- true duplicates. The records are printed in the order in which
- they appear to be duplicates. The printout will print all the
- fields from each record with seven records per page. If there is
- any content in the Notes field, an X will appear in the [ ] in
- the printout.
-
- DELETING DUPLICATE RECORDS
-
- DOCTOR DATA Label does NOT automatically delete what APPEARS to
- be duplicate records. What APPEARS to be duplicate records may,
- at many times, NOT be true duplicates.
-
- To delete true duplicate records circle the record numbers to be
- deleted and then enter the EDIT/ADD RECORDS command located under
- the RECORDS sub-menu and be sure no records are Marked for
- deletion unless you want them deleted along with the duplicate
- records. Then press <F4> then <Alt-R> to specify record numbers
- to Mark. At this time you should be prompted to enter a record
- number. Enter the first record to delete and press <Enter>. The
- record will be Marked and displayed for confirmation that the
- correct record was Marked. Repeat this until all duplicate
- records are Marked.
-
- If you accidentally Mark the wrong record number, press <Esc>,
- then use the <F5> and then the <Alt-R> commands to Unmark the
- accidentally Marked record.
-
- After all duplicate records are Marked press <Esc> to exit, then
- <F6> to Pack (delete marked records from) the database. This
- completes the removal of duplicate records.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 36
-
-
- -----------------------------------------------------------------
- MISCELLANEOUS
- -----------------------------------------------------------------
- This command will open another sub-menu allowing the selection of
- SEARCH, REPLACE, CONVERT, or ZIPPY.
-
- SEARCH ----------------------------------------------------------
-
- The purpose of this command is to search for field content in a
- database that is NOT indexed. The F7=Seek command is much faster
- when it comes to finding field data but does not allow tallies on
- records with certain field content, allow you to search from
- within a field or allow you to look for data in the Notes field.
- The F7=Seek command is located in the EDIT/ADD RECORDS commmand
- located under the RECORDS sub-menu.
-
- There are two methods available to look for field data:
-
- The first selection will look for data in the field starting from
- the beginning of the field. The "Search" data does not have to
- match the length of the actual record data.
-
- For example, if you're looking for zip codes starting with "850",
- you may enter "850" in the field and press <Enter> or, if you are
- looking for all last names that start with "Web" you may enter
- "Web" in the last name field to find names such as "Weber",
- "Webber", "Webb", "Webster" and so on.
-
- The second selection will look for data anywhere within the
- field.
-
- For example, if you entered "er" for the last name field you
- would find all names with "er" anywhere within the last name such
- as: "Werner", "Roberts" and so on.
-
- Ineither case above the case structure is not recognized meaning
- that "e" is recognized the same as "E" and so on. This is helpful
- if you don't remember the exact case structure of the field.
-
- If any records meet the data defined, you will be asked if you
- want to Tally the records that meet the "search" condition.
-
- Next, upon exiting from this command you will automatically go
- into the EDIT/ADD RECORDS command displaying the first record
- that meets the defined data search.
-
- If more than one record meets the "Search", pressing <F3> then
- "N" will position the record pointer to the Next record meeting
- the search condition. Refer to the EDIT/ADD RECORDS command
- located under the RECORDS sub-menu for instruction on the F3=GoTo
- command.
-
-
-
- DOCTOR DATA Label v5.0 User's Manual Page 37
-
-
- REPLACE ---------------------------------------------------------
-
- The purpose of this command is to replace the field content of
- ALL records in a database that meet defined criteria
- automatically instead of doing them one at a time.
-
- After selecting the field to use, enter the "old" data and press
- <Enter>. Then enter the replacement (new) data and press <Enter>.
- You will then be informed of the number of records, if any, that
- were replaced and the number of records that contain the new
- replacement data. If nothing is entered for the old data, all
- records will receive the new data.
-
- IMPORTANT: It is recommended that a backup of the database be
- made prior to procedures like this in case of mistakes.
-
- CONVERT ---------------------------------------------------------
-
- The purpose of this command is to convert field content to all
- UPPER case or UPPER/lower case.
-
- You will first be prompted for the field to use. Then select
- "UPPER/lower CASE" to convert the first character of each word to
- upper case and lower case the rest or "All UPPER CASE" to convert
- all characters to upper case.
-
- ZIPPY -----------------------------------------------------------
-
- The purpose of this command is to correct and/or insert the city,
- state and area code for the zip code entered or to look up cities
- and states on a zip code. If the optional ZIPPY database is found
- upon boot up you may run this procedure on the database.
-
- Selecting this command will prompt you with the following:
-
- "CORRECT CITIES AND STATES IN DATABASE"
- "LOOKUP CITY AND STATE ON ANY ZIP CODE"
-
- The first command will start from the current record in the
- database and check each city and state for correct spelling
- and/or insertion according to the zip code. This procedure will
- start with the current record and work to the end of the
- database. If a city and state can't be found the procedure will
- pause and allow you to check the zip code for an error. If there
- is more than one city for a particular zip code the current city,
- if any, will be looked for and if found no changes will be made.
- If the current city is not found or if the city field is blank
- then the city entered into the city field will be the "Main Post
- Office City Name".
-
- The second command will prompt you for a zip code, then look up
- and display the appropriate city or cities and state.
-
-