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DayFlo TRACKER Lite Shareware documentation (manual.doc) (The bound printed manual received upon registration is more than 250 pages). DayFlo TRACKER Lite is the result of continuing developmental effort to improve upon the AWARD winning DayFlo text database "engine". Previous versions of DayFlo TRACKER won SIGNIFICANT COMPUTER INDUSTRY AWARDS including being chosen as a top 10 product for an entire year and also chosen as a finalist in PC Magazine's TECHNICAL EXCELLENCE AWARDS. SYSTEM REQUIREMENTS IBM (or IBM compatible), DOS, hard disk, 448K RAM. More specifications at the back of this manual. A VERY BRIEF DESCRIPTION DayFlo TRACKER Lite is a Personal Information Manager (PIM) with excellent textual capabilities using variable length fields. Ideal for contacts, articles, quotations, research notes, library type topics and much more. DayFlo TRACKER Lite is a very flexible forms oriented program with reporting capabilities. EVALUATION PERIOD DayFlo TRACKER Lite is provided for an evaluation period of 30 days. After 30 days of use please either delete it from your system or send in the registration form and fee found on the last page of this manual or in orderme.doc. 1 Dear Prospective Customer: Thank you for evaluating DayFlo TRACKER Lite. The original DayFlo "engine" was created with an investment by several venture capital firms with more than $10,000,000 and won several awards for creativity and capability. The technology and products are now 100% employeee owned. DayFlo TRACKER products include single and multi-user Professional versions, and are enhanced versions of the original DayFlo text oriented engine. DayFlo TRACKER Lite was created with the shareware market in mind. It is believed that the low cost but highly functional DayFlo TRACKER Lite will allow deeper penetration into markets that need its significant flexibility, record linking and textual capabilities. Specifically we believe this version will be used by professionals who need a capable and flexible Information Manager for such tracking tasks such as; research notes article abstracting flexible contact management library type topics document/proposal tracking tasks/projects personal information management These professionals will come from a variety of industries and will including general business people, engineers, scientists, professors, students and - from a contact management standpoint - sales professionals. 2 Introducing: DayFlo TRACKER Lite DESIGNED TO KEEP TRACK OF ABSOLUTELY EVERY Article, Contact, Client, Prospect, Task, Document, Letter, Memo and much more. Keeping track of details is what computers do best! DayFlo TRACKER Lite makes it easy by combining the functions of an easy-to-use word processor with the powerful retrieval, organizational and reporting capabilities of a database. Track your contacts Know your clients Know your commitments Organize your information Follow-up on time and on target KEEP TRACK OF ALL INFORMATION YOU NEED WITH DayFlo TRACKER Lite. ---------------------- GENERAL INFO about using DayFlo TRACKER Lite as a Contact Manager. DayFlo TRACKER Lite is pre-configured with many forms and reports for Contact Management (and others). There are many advantages in using DayFlo TRACKER Lite for the management of contacts/correspondence over other contact managers. DayFlo TRACKER Lite is a database which allows addition of, or modification to the provided forms and reports to suit your needs. DayFlo TRACKER Lite handles up to 5,000 records per database. Each record can contain up to 32,000 characters. The number of fields allowed in a record is 70 and up to 30 fields may be indexed for faster access. The multiple field value capability allows up to 101 separate indexed values per record. Multiple field values are most useful when tagging a contact with keywords, adding multiple contact names or capturing phone numbers which vary with each record. Unique to DayFlo TRACKER Lite is its flexibility of field and record lengths. Both fields and records will expand in length without user intervention. Amazingly, expanding fields simply "push down" fields and information below them. This allows for new contact information to be entered directly into the record. DayFlo TRACKER Lite's reporting capabilities prints both textual and columnar information with format controls, headers, titles, footers and page numbering provided. 3 PRODUCT DESCRIPTION (more) DayFlo TRACKER Lite is generally considered a "high end" Personal Information Manager (PIM). It is forms and reports oriented similar to many file products. But because it is so flexible, well, it's beneficially different. Since any number of record types are conveniently available from within a single file it can't be categorized as a "Flat File" product. DayFlo TRACKER Lite boasts variable length fields and records, a native cross linking capability, and a unique multi-value field capability (ideal for categories, keywords, names etc.). The editor is more powerful than typically found in a file type of product yielding great flexibility. For example you can add, delete and format text anywhere in the record and the fields below will self- adjust. You can cut and paste between records and even include field names. DayFlo TRACKER Lite has its own reporting capability which handles textual data, calculations and multiple types of reports. In addition, fields can be added or deleted in any record at any time as no two records need to be alike. Many computer professionals call this "freeform" with structure. PC MAGAZINE (said in regards to these capabilities) "DayFlo TRACKER offers a blend of structure and flexibility that is hard to beat". A TYPICAL STATEMENT from knowledgeable users: "DayFlo TRACKER while being powerful, is greatly flexible making it more personable than other file products". 4 DayFlo TRACKER Corp. encourages users to release their creations of templates, databases and more, for DayFlo products through shareware. We are interested in your ideas and forging partnerships with VAR's and companies in various markets including: data listing file applications-general vertical - contact mgt., patient, etc. textual applications - books, articles, abstracts and more. Feel free to contact us. A form is provided in the back of this manual. DayFlo TRACKER Corp. 18021 "J" Sky Park Circle, P.O. Box 19243 Irvine, California 92713 U.S.A. FAX (714)474-0197 IN NO EVENT SHALL DayFlo TRACKER CORP. BE LIABLE FOR ANY LOSS OF PROFIT OR ANY OTHER COMMERCIAL DAMAGE, INCLUDING BUT NOT LIMITED TO SPECIAL, INCIDENTAL, CONSEQUENTIAL OR OTHER DAMAGES. DayFlo TRACKER CORP. SPECIFICALLY DISCLAIMS ALL OTHER WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO DEFECTS IN THE DISKETTE AND DOCUMENTATION, AND ANY PARTICULAR APPLICATION, USE OR PURPOSE. GOVERNING LAW: This statement shall be governed and construed under the laws of the State of California. Copyright 1993 DayFlo TRACKER Corp.-World Rights Reserved. 18021 "J" Sky Park Circle, P.O. Box 19243 Irvine, California 92713 U.S.A. 5 PLEASE READ THIS -- Even if you dislike reading manuals! If you have experience with other database or file products and do not plan to read this manual before starting, please read this page. If you are not familiar with other database or file products, do not be bothered that this page is "tech-y". DayFlo TRACKER Lite is both a database and a word processor. Records contain both fields and textual information. Fields can be moved around within the record to allow for the addition of text. Fields and records are of variable length. A document such as the text of a letter is put directly in a text field. The Report Command is generally used for printing. The word processing function is not a separate product. Word processing commands (Edit commands) are available at any time. You'll be amazed that the cut and paste functions can include field names and can function across records. A DayFlo TRACKER Lite database has relational type capabilities in that many different record types reside in a single DOS file, and you can have any number of databases. Records are linked when the field name is the same. For example, a Get Command issued for the field "Company:" will retrieve any type of record that contains "Company:". DayFlo TRACKER Lite provides a concept called "stack and files". A record is either on the stack or in the files, but not both. A stack is similar to other database products in that upon record retrieval of, say, 10 records you may page between via F9 & F10. In DayFlo TRACKER Lite the records are in the stack (F9 & F10 to move back and forth) but are also still permanently saved on disk. Note PgUp/PgDn are used similarly to a word processor as records in DayFlo TRACKER Lites expand similarly. Remember F9 & F10 are used to move between records as described above. Use Ctrl-Break to halt an operation. Never use Ctrl-Alt-Del. MOST IMPORTANT. The editor backspace key does not function past the end of line. Use the delete key and the Editor Delete-line command. The "hot key" from the Editor is Ctrl-D. Remembering this will save you frustration. 6 Table of Contents PLEASE READ THIS - See previous page SECTION 1 - Installing DayFlo TRACKER Lite Reinstalling . . . . . 8 Printer set up . . . . . 8 Compatibility . . . . . 9 Backup . . . . . . 9 SECTION 2 - Getting Ready Function Keys . . . . . 10 DayFlo TRACKER Lite Database . . 10 The Stack and Files concept . . 11 SECTION 3 - Menus (not a complete list) 12 Edit . . . . . . 13 Delete text . . . . 13 Format . . . . . 13 Search/Replace . . . . 14 Cut & Paste . . . . 14 Get Record . . . . . 15 File Record . . . . . 15 Report . . . . . 16 ReportPrint . . . . 16 MergePrint ( Form Letters) . 16 Print . . . . . 17 BlankForms . . . . . 17 Services . . . . . 18 Sort Records . . . . 18 Delete Records . . . . 18 Copy Records . . . . 18 View Indexed Field Values Utilities . . . . 19 Backup/Restore/Transfer etc. ConfigOptions DatabaseFile SECTION 4 - Making a new Form . . . 20 Creating new fieldnames . . 20 ERROR MESSAGES . . . . . . 24 SPECIFICATIONS . . . . . . 33 USER COMMENT FORM . . . . . 34 ORDER/REGISTRATION FORM . . . Last 7 SECTION 1 - Installing DayFlo TRACKER Lite Reinstalling Printer set up Compatibility Backup FIRST TIME INSTALLATION ONLY. If you are re-installing please see below. 1. You may install DayFlo TRACKER Lite by copying all files into the desired directory. (2 disks when they are 5-1/4 ds/dd) 2. Type "INSTALL". This will execute a batch file which will decompress all files into the current directory. 3. To start DayFlo TRACKER Lite type "TRACKER". REINSTALLING If you need to reinstall and you have data entered into DayFlo TRACKER Lite please rename (or backup) your database file(.ddb) and its' index file (.dix) before re-installing or it could be overwritten upon the decompression. PRINTER SET UP DayFlo TRACKER Lite is configured with a default printer of epson- fx which should enable you to print reasonably on many printers. Provided in this version are 4 printer drivers which are; Printer File name IBM PROPRINTER ibmpro.pdf EPSON epson.pdf EPSONFX epsonfx.pdf HP LASERJET hplaser.pdf The file that DayFlo TRACKER Lite uses to drive a printer is PRINTER.FLO. The files above are printer.flo files built for the given printer. To INSTALL a different printer: 1. Copy the appropriate file to the file printer.flo. (For example to install a laser printer use the DOS copy command ------->copy hplaser.pdf printer.flo) The HP Laserjet driver should work for all laser printers and the deskjet. Additional drivers will be supplied when you register. 8 COMPATIBILITY DayFlo TRACKER Lite will not work directly with databases created with prior versions of DayFlo TRACKER (1.1,1.4,3.0 or DayFlo). Please contact vendor for information on upgrading to the latest release of the professional version. BACKING UP YOUR INFORMATION Please be aware all data entered into DayFlo TRACKER Lite will be stored in a single DOS file along with all forms and reports. The default name is trackerl.ddb. The indexes are stored in a file trackerl.dix. There is also a corresponding .dwa pointer file. Therefore to backup your data you only need to copy the one file unless you have more than one database file (.ddb). Please be aware the backup commands provided on the Utility menu are for moving records and the dictionary to different databases and not for general backup. 9 SECTION 2 - Getting Ready Function Keys DayFlo TRACKER Lite Database The Stack and Files concept FUNCTION KEYS This is a partial list of the most often used function keys. F1 . . . . . . . .Help Alt-F1 . . . . . .Personal Help by topic F2 . . . . . . . .Main Menu Alt-F2 . . . . . .DOS Exit F4 . . . . . . . .Edit Menu F7 . . . . . . . .Mark F8 . . . . . . . .Count (very handy - remember it) F9 . . . . . . . .Previous record in stack F10. . . . . . . .Next record in stack Alt-F9 & Alt-F10..Get new BlankForm for input Please note that F2 will take you to the Main Menu from almost Anywhere. Use Ctrl-Break when you want to cancel a command in progress. DayFlo TRACKER Lite's DATABASE If you are familiar with word processors, you know that a word processor keeps each document in a separate DOS file. Therefore managing a large number of Documents means managing a large number of DOS files. A difficult task. DayFlo TRACKER Lite solves this problem by keeping all of its information in one DOS file called a Database. A Database can handle up to 5,000 records and you can create additional Databases when needed. A record is normally retrieved by a field's value. For example: Name = John Brooks or Company = Alpha Electronics. DayFlo TRACKER Lite's database can contain many types of records. Several popular types of records were provided for you as follows: -Abstract/Article -Contact -Memo -Letter -Form Letter -ToDo -Document -Note Pad -Project -Personal Help Records 10 With DayFlo TRACKER Lite you can create your own records and reports. With DayFlo TRACKER Lite, all records no matter what kind, along with their BlankForms and Reports are kept in a single database for easy access. This gives DayFlo TRACKER Lite relational Database capabilities. The STACK and the FILES DayFlo TRACKER Lite handles its Records similar to an office work area which contains a stack of papers on a desk and files in a filing cabinet. Instead of pieces of paper, DayFlo TRACKER Lite uses records. You can retrieve records to the STACK on your desk where you can work on them or file them in the filing cabinet. Just like pieces of paper, the records are only in one place at a time, either on the STACK or in the FILES. Look at the STATUS LINE (the last line on the screen) and find the notation "1/12" (or similar). This notation indicates that there are twelve records sitting on the stack right now, and that the current record displayed on the screen is the first record in the stack. Below the current record are four more records. (The stack can contain up to 2500 records at the same time!) When you no longer need to work with the records in the stack (pile of papers on your desk), you can file them in DayFlo TRACKER Lite's filing cabinet. A record is saved anytime you are at the main menu. When a record is not on the stack, it is in DayFlo TRACKER Lite's files. Note that the converse is also true, that when a record is retrieved from the files and placed on the stack, it is no longer in the files. Note: If you are familiar with other databases or file products, a stack is similar to their normal retrieval. The difference is that with DayFlo TRACKER Lite the records are still on disk while they are on the stack. Hence you do not have to "file" a record for it to be saved on disk. Do not confuse DayFlo TRACKER Lite's files with a DOS file. Word processors and spreadsheet programs keep one document or one spreadsheet in a DOS file. DayFlo TRACKER Lite keeps all of your records, whether they are on the stack or in the DayFlo TRACKER Lite filing cabinet (files), in one DOS file, called the DayFlo TRACKER Lite database. 11 SECTION 3 - MENUS (this is not the complete menu structure) Edit Delete text Format Paragraphs Search/Replace Cut & Paste Get Records File Records Report ReportPrint MergePrint (Form Letters) Print Records BlankForms Services Delete Record Copy Record View Indexes Utilities Backup/Restore Dictionary etc. ConfigOptions DatabaseFile The DayFlo TRACKER Lite Main Menu. These menu choices are explained in more detail later. Edit Modify an existing record/form. Get Retrieve records from the files and add to stack. File Move a record from the stack to the files. Report Create or use an existing report format to display or print information from DayFlo TRACKER Lite records in the stack. Print Generate a hard-copy of the record being displayed. (Use Report for all other display or printing needs.) BlankForms Select or make blank record forms. Services Perform various DayFlo TRACKER Lite record/file management tasks. 12 MENU COMMANDS - More detail EDIT - Using the Editor The Edit command on the Main Menu lets you use the Editor. When you use the Editor you can enter information into the current record and use a variety of editing commands found on the Edit Menu. Press E to enter the Editor. Press F4 to display the Edit Menu. You can also issue editing commands DIRECTLY from the Editor without using the Edit Menu. Each editing command corresponds to a SPEED KEY (a combination key that includes the Ctrl key plus the highlighted letter). Adding a field value to a field is easy. If you are filling in a single field value, you can just type in the information. If you want to enter multiple values in a field (e.g., more than one phone number), you can use the EndVal command (Ctrl-E) to end one field value and start another. DELETING Text 1. Press Ctrl-D to start the Delete command. The following message displays: Delete: Line Paragraph Value Field "Line" will delete from the current cursor position to the end of the line including the hard return. "Paragraph" will delete the entire paragraph where the cursor is positioned. "Value and field" are the same unless the field has multiple values. FORMAT Text Please note that DayFlo TRACKER Lite does not provide auto- formatting. Please use the Format command (Ctrl-F) to format text to the current margins. 13 SEARCH/REPLACE You can use the Search command (Ctrl-S) to search for and optionally replace a text string. Please be aware of the edit options screen (Ctrl-O). With appropriate settings in edit options and the count key (F8) you may search and replace across all records on the stack. The Search command can also search for fieldnames if you turn on fieldname mode (Ctrl-N). CUT & PASTE To use, press Ctrl-C to begin the Cut command. The following prompt displays: Cut: Keep Delete "Keep and Delete" are similar to "copy" and "move" in WordPerfect. Keep is like copy and delete is similar to move. A difference in DayFlo TRACKER Lite's Cut & Paste is that the cutout holder can hold multiple "cut" via last in/first out. NOTE. DayFlo TRACKER Lite's editor differs only slightly from conventional word processors but a few extra minutes taken to learn the basic functions such as delete, cut and paste and cursor movement will save you valuable time in the future. 14 GET COMMAND - Getting/Retrieving Records The Get command gets(retrieves) one or more records and places them on the stack. The records are taken from the files or the stack(s) and are retrieved based on the field name and field values you select. The Get command allows you to get records by their field values. The Get command retrieves records for fields "equal" to a field value or "contains" a field value. You will normally use "equals" for most indexed searches. "Contains" is very useful for textual searches. Please note that you may also use wild card characters (*,?,etc.). NOTE. More complex retrievals are available in the professional versions of DayFlo TRACKER. FILE COMMAND The File command takes the currently displayed record and places it in the files. There is a quick and easy way to file all of the records in the stack. You can use DayFlo TRACKER Lite's Count command (F8) to repeat File, (and most other DayFlo TRACKER Lite commands, as many times as you want). Let's file ALL of the records in the stack. Press F8 to set the COUNT. Look at the blinking message on the Status Line: COUNT = ALL The cursor is positioned under the letter 'A', so you can type any number from 1 to 999. However, since you are filing ALL of the records in the stack, you don't need to enter a number. Press F to file all of the records on the stack. Remember: Be sure to remember the F8 (Count) key. It is used anytime you want to do multiple deleting, copying of records. 15 REPORT COMMAND ReportPrint MergePrint (form letters) The Report function is the primary way to output data from DayFlo TRACKER Lite record(s). The data can be output to screen, printer or DOS file. The Report command prints sophisticated reports from user-defined Report Formats. The Report Format controls how the report will look on paper, which fields will be included, whether the records should be sorted, and whether calculations should be performed. Please note that the report function does not issue a query. In order to do a report you must first GET the record(s) you want, then do the report. REPORT PRINT ReportPrint will print a report based on a selected report format from one or more records on the stack. The count key (F8) can be used to specify the desired number of records. MERGE PRINT - Merging Form Letters DayFlo TRACKER Lite lets you merge names and addresses of contact records with form letters. For example we can merge the names and addresses from all of the sample contact records with a form letter. 1. Press F2 to get to the Main Menu. 2. Press F8 then F to File all records on the stack. 3. From the Main Menu, press G to Get records. 4. Use the arrow keys or type: contact <<ENTER>> (to get the records with the field "CONTACT") 5. Type in the wild card character "*" to get all contact records, then press <<ENTER>>. 6. Press R for Report. 7. Press M for MergePrint. Use the arrow keys for selection or type: mail merge <<ENTER>>. 10. Press P for Printer, or press D for Display to send the output to your screen. 16 The form letter is merged with each of the records on the stack, creating a personalized letter for each of the CONTACT records. When you need to retrieve a form letter to edit use the system field &form letter. Note: When you want to create your own Form Letter, follow these steps. 1. Select the BlankForm Form Letter. 2. Give a title or name in the field &Form Letter. 3. Enter the body of the letter in the field "Text:" 4. File the complete Form Letter. PRINT COMMAND The Print command prints records exactly as they appear on the screen. The Print command is useful for printing an entire record. To print or extract information with greater control and formatting you must use the Report Function. The Print command offers five options: 1)print field names and values, 2)print values only, 3)print first value only , 4)print screen and 5) Pagelayout. The Print command works with Count (F8). When you set the "COUNT," DayFlo TRACKER Lite prints the "COUNT" number of records beginning with the currently displayed record and moving down through the stack. You must set the "COUNT" before starting the Print command. BLANKFORM COMMAND The BlankForms command lets you select copies of ready-made records whenever you need them. Then you can just fill them in. The BlankForms command can also be used to make new BlankForms to be used for data input. 17 SERVICES MENU (not a complete listing) Sort Records Delete a Record Copy a Record Transfer (from/to ascii) View Indexes Utilities Backup, etc. ConfigOptions DatabaseFile The SERVICES Menu The Services Menu offers a variety of features that let you sort, delete and copy records. In addition, the Services Menu allows you to view the values of your indexed fields, as well as providing access to the Utilities Menu, and the Configuration Options Menu. Sort Records Sorts the records on the stack. DELETE a Record You can use the Delete command to delete the record currently displayed on your screen. The deletion is permanent. It cannot be recovered. You can use the Count command (F8) with the Delete command to delete the COUNT number of records beginning with the currently displayed record, moving down the stack. COPY a Record You can use the Copy command to make a copy of the record currently displayed on your screen. This is handy if you want to make changes to a record, but aren't sure whether the edited version will be exactly what you want to keep. You can also use the Count command (F8) with Copy to make several copies at one time. 18 UTILITIES menu (not a complete listing) Backup Restore Transfer Dictionary BACKUP/RESTORE The backup commands provided on the Utility menu are for moving records and the dictionary to different databases and not for general backup. Please be aware all data entered into DayFlo TRACKER Lite will be stored in a single DOS file along with all forms and reports. The default file name is trackerl.ddb. It has a associate index file (.dix) and a .dwa file for stack/files record pointers. Therefore to backup your data you need to copy all three files for each database you have (normally one). If these files are larger than a diskette you must use a backup program. DayFlo TRACKER Lite will recreate a .dwa file if you forget to back it up. If this happens all your records will all be found in the files. 19 SECTION 4 - Making a FORM Creating FIELDNAMES. MAKING a NEW FORM Before you start building your form, you'll need to move all of the Records on the stack to the files or go to a blank screen by pressing F8, F10. 1. Press the cursor key labeled End. The cursor should be in the top left-hand corner of the User Area. We'll set the margin all the way to the left while we build the form. 1. Press Ctrl-T to use the TabMrgn command. 2. Press L to select Left Margin. CREATING FIELD NAMES The first step in building a form is creating field names. The title of a form is actually a field name. It appears on the top line of the form. Form names and other frequently used fields are usually placed in the Field Dictionary and given an index for their values. The FIELD DICTIONARY is DayFlo TRACKER Lite's collection of often-used fields. When a field is placed in the Field Dictionary, it is assigned a FIELD DEFINITION that affects important characteristics of the field name and field values. The FIELD DEFINITION includes: - How a field name will appear in a record. - Which interpretation is used for field values e.g. date, text. - Whether to INDEX or not. A record can be retrieved much more quickly from the files if it contains a field that has an index of values. 20 WARNING DayFlo TRACKER Lite supports up to 30 indexed fields. The database included with DayFlo TRACKER Lite has more than 30. This is because we created it with the Professional version which supports up to 100 indexed fields. We did not do this to trick you. We did it to give you a database with many types of sample records. Hence before adding an indexed field to this database you first must delete the number of indexed fields to below 30. You can do this by: 1) Marking unwanted fields for deletion (Dictionary command on Utilities menu). 2) Then use the Pack command found on the Maintenance menu. Please note fields beginning with an "&" are system fields required by DayFlo TRACKER and cannot be deleted. You can also create a new database and put in the desired fields, forms and reports. Please also note you can move existing forms and reports (and records) to another database by first issuing the Get command on the appropriate field (&FORM NAME and &REPORT FORMAT) to retrieve them. Then back them up using the Backup Records command. Now switch to the new database (commands are Services, DatabaseFile, Switch). Retrieve the forms/reports by the Restore Records command. 21 You'll need to use the Name command on the Edit Menu to create the fields in the form. Let's begin: 1. Press Ctrl-N to begin the Name command and enter the new field. Note that the status line indicates you are working in name mode as shown below: -----------------FieldName--------------- 2. Press the F6 key three times to position the cursor at the third tab stop, near the center of the first line on the screen. 3. Type: DISTRIBUTOR Notice that the field name is highlighted as you type. 4. Press <<ENTER>> The following prompt displays: Add DISTRIBUTOR to Field Dictionary? Yes No 5. Press Y for Yes to add this field to the dictionary. The following prompt displays: Interpretation: Text Number Date Yes/No 6. Press T for Text. The following prompt displays: Index Yes No 7. Press Y for Yes. A completion message displays on the message line indicating that "DISTRIBUTOR" has been added to the Field Dictionary. You have just created a field name for a new field and placed the field in the Field Dictionary! You also made an index for the values of the new field so that records containing this field can be retrieved quickly. You can also add new fieldnames directly via the Dictionary command found on the Utilities Menu. 22 Finishing the Master Form Now you can add other fields to the new Master Form. The Name command can also be used to enter a field which is already in the field dictionary. Use field names such as Company, Name and Phone to make a sample Master Form. DayFlo TRACKER Lite is freeform in nature allowing you to move the fieldnames around after you have entered them. After you add and position the fields where you want you can make it into a master form called a BlankForm. Then position the cursor where you would like it to start each time you select a new form. First reset the left margin to the column where it was earlier. (Press Ctrl-T for TabMrgn, L) 1. Press F2 to return to the Main Menu. 2. Press B for BlankForms. 3. Press M for Make. 4. Type in the desired name. Notice that the new Master Form is no longer on the stack. It has been compressed into a Master Form record and filed along with the other Master Forms. Also, the name of the new Master Form now appears on the list of existing Master Forms. You can select a BlankForm (copy) from this Master Form whenever you need it either by the menus or via Alt F9, or Alt F10. You can edit a Master Form by selecting it then performing operations as above. Please also note that Master Forms can contain textual data or pre- entered values as well as fieldnames. 23 ERROR MESSAGES Error messages indicate that a problem or mistake has occurred or may occur. An error can prevent the execution of a command. Error messages display on the message line at the bottom of the screen display. &RECORD NAME not accepted -- command cancelled DayFlo TRACKER tried to save the current record but it did not contain an indexed field. You declined the entry of the indexed system field "&RECORD NAME" in the record. The current command was cancelled. Application not installed You have not connected an application to DayFlo TRACKER with the Magic Key Configuration file (Alt-F2). Bad file allocation table See Disk error.B Bad workspace memory address, quit and restart DayFlo TRACKER has encountered a bad workspace memory address due to an unexpected software or hardware problem. Quit and restart DayFlo TRACKER. See also "STATUS=X/Y." Beginning of record You issued a command to go to the beginning of the record and you are already there. Blank record below stack is current record You issued a command which brought you to the blank record at the bottom of the stack. Break not allowed at this point You issued the Break command during a process that cannot be interrupted. Cannot access Application directory The application directory you specified in the Magic Key Configuration file (TRACKER.APL) is listed incorrectly or located on the wrong drive. Check the name and location of the application directory. 24 Cannot access Application drive (i.e. c:) The application drive you specified in the Magic Key Configuration file (TRACKER.APL) is listed incorrectly or does not exist. Check your hardware configuration. Cannot create -- file named is current database You issued the CreateDB command and entered a filename identical to that of the database storage file now in use. Cannot delete -- undo last edit storage full You issued a Delete command. However, DayFlo TRACKER does not have enough room to save the deleted material in case an Undo command is required later. Delete smaller portions of the record and/or clear some of the contents of the cut out holder. Cannot escape beyond this point You issued the Escape command during an action that cannot be reversed or at a point where Escape is not allowed. Cannot insert a columnar or formula item here You tried to insert a columnar or formula item definition into an existing Report Format where only a textual field definition is allowed. Enter a textual field or Escape back to a previous prompt to change the Report Format. Cannot insert a textual item here You tried to insert a textual item definition into an existing Report Format where only a columnar or formula field definition is allowed. Enter a columnar or formula field or Escape back to a previous prompt to change the Report Format. Cannot make blank record current Due to some limitation, your attempt to create a new record failed. Things to check are: How much disk storage space remains? See also "Out of record storage space." Cannot paste-keep with count=ALL You issued the Paste command with the COUNT set to ALL, pasting the top element in the cut out holder into the current record ALL number of times. Set the COUNT to the desired number. 25 Cannot undo last edit You issued the Undo command when there is no preceding editing command which can be "undone." Cannot use Copy with count=ALL The Copy command cannot duplicate the current record ALL times. However, you may set count to a number other than ALL to copy the current record COUNT times. Cannot use Enter with count=ALL You requested that <<ENTER>> be inserted in the record with the COUNT set to ALL, repeating the command ALL number of times. Set the COUNT to the desired number. Characters per line is too small for current item definitions You specified a value for the characters per line that is too small to accommodate the largest line width in the Report Format. Increase the number of characters per line or decrease the largest width specified by the item definitions in the Report Format. Characters per line is too small for current layout (titles) You tried to decrease the characters per line to a number that is smaller than the header, the footer, the title, or the columns title in the Report Format. Enter a number that is consistent with the four titles or adjust the titles and then the number of characters per line. Columns title exceeds characters per line You tried to enter a columns title in a Report Format that is longer than the current number of characters per line. Shorten the columns title or increase the number of characters per line. Command cancelled Confirms the cancellation of a command. Count ignored You set the COUNT and then issued a command which does not use it. The COUNT is reset to one. CRC error See Disk error. 26 Current selection will overflow work area You issued the Get command to retrieve too many records for the stack. Limit is 2500. Cutout holder is full No space is available in the cutout holder. Clear some of the contents of the cutout holder. Note that large deletions may also reduce the space available in the cutout holder. Clear it. Database is full, maximum number of records reached You have created the maximum number of records permitted in a database. Delete some records. Dictionary full The field dictionary is full. To make room for more definitions, mark some of the definitions for deletion, then use UpdateDB to delete the definitions. Disk error DayFlo TRACKER received an error code from DOS while attempting to read or write one of the disk drives. Try the requested operation again. If the problem persists, Suggest immediate backup, and stop using DayFlo TRACKER until the disk problem is corrected. DOS file not found The requested DOS file cannot be found. Check to see if you have typed the desired pathname correctly, specified the correct directory, and loaded the correct disk. DOS memory allocation error, quit and reboot (Ctrl-Alt-Del) DayFlo TRACKER encountered a DOS memory allocation error. Quit DayFlo TRACKER, and reboot (Ctrl-Alt-Del) your computer. DOS (or hardware) error: Retry Ignore Cancel This message appears on the command line. A description of the error condition appears on the message line. Correct the error condition, if possible, and press R to Retry or C to Cancel the current command. Feature not supported on configured printer You entered an option for Printer Page Layout (ConfigOptions) which is not supported on the printer selected. 27 Field definition marked for deletion You tried to Mark a field definition for deletion which has already been "marked." Field index inconsistent with field dictionary The database has detected an inconsistency between the contents of a field index and the dictionary definition of a field. Issue the UpdateDB command. Field name already exists You were asked to supply the name of a new field, and you entered a field name that already exists. Enter a new field name. Field name not found You were asked to supply the name or number of an existing field, and you entered a name that does not exist. Field name or value cannot be edited You tried to edit a system field name or value which is protected (e.g., a field name like "&FORM NAME". File is not a database file DayFlo TRACKER has just attempted to change databases and cannot read the database file selected. File missing; reinstall software One of the program files DayFlo TRACKER requires is not on the disk or is not in the proper directory. Reinstall DayFlo TRACKER. Form does not exist You entered the name or number of a form that does not exist. Enter an existing form name or number. Form no longer contains an indexed field You have deleted all indexed fields in a Master Form. Add an indexed field to the form. General Failure reading/writing device . . . See Disk error. 28 Header exceeds characters per line You tried to enter a header in a Report Format that exceeds the current number of characters per line. Shorten the header or increase the number of characters per line. Illegal command when setting marked area You issued a Mark command. Then you tried to issue a command that does not use a "marked" area, or you attempted to type into the "marked" area. You can cancel the "mark" by reissuing the Mark command. Illegal date value You entered an illegal date format. Enter an acceptable date format (e.g., 6/7/87, 2-13-87, 11.25.86, 01/02/86, 081187). Illegal field name or number You entered a field number which is not currently defined, or you specified a field name which does not meet DayFlo TRACKER requirements for field names. Illegal memory address, quit and restart DayFlo TRACKER has encountered a hardware or software error. Quit and restart DayFlo TRACKER. See STATUS==X/Y. Illegal menu choice You pressed a key which is not highlighted on the menu or is not functional at this time. Illegal name or number You entered a number that is not on the list, or you have entered a name that is not valid. Illegal number of lines You entered a number of lines per page in the Printer Page Layout (ConfigOptions) that is either not a number or the number is too large or too small. Illegal number of lines per page You entered a number of lines per page in Edit Options that is either not a number or the number is too large or too small. 29 Incorrect stack position for reporting The Report command extracts the data from the records on the stack. This message indicates that there are no records on the stack, (use GET first) or that COUNT records were specified and there are not COUNT records available on the stack to use. Insufficient database storage file space to restore records You issued the Restore Records command but there is insufficient disk space to hold the records. Insufficient database storage file space to restore backup Same as above. Insufficient records to satisfy COUNT You issued a command with COUNT set. There were not enough records in the stack to satisfy the requested COUNT. Internal error The working copy of your software is damaged. Reinstall. Invalid name or number You entered a number that is not on the list, or you have entered a name that is not valid. Last field of record You tried to issue Next Field (Tab or F6) when the cursor is already at the last field in the record. Left margin reached You tried to move past the left-hand margin. Release themargin and then reissue the command. Lines per page is too small for current layout You tried to decrease the number of Lines per Page in the Report Layout which would not leave enough room for the title, header, footer and margins. Enter a large number or reduce the number of lines needed by the page layout. Margin exceeds lines per page You tried to enter a top margin in the Printer Page Layout which requires more lines than the current Lines per Page setting. 30 Memory fault at aaa.bbb XXXXh. DayFlo TRACKER has encountered an internal error due to an unexpected software or hardware problem. You may have to go to a backup/and or use the options on Maintenance Menu or contact customer support. No cutouts in cutout holder You issued the Paste command when there are no cutouts to paste. No help topics available You have issued the Alt-F1 command (Personal Help) and there are no Personal Help records available for viewing. No more space in record The current record has reached its maximum size (32,000 bytes). Copy the current record. Then delete fields or values from each record to make space for new data. No records meet Get criteria DayFlo TRACKER cannot find any records that meet the Get conditions you specified. Select different conditions. Out of index storage space See "Out of record storage space." Out of indexes You tried to add or change a dictionary definition when the index is full. Mark other definitions for deletion to make room or change the field definition to non-indexed. (Note: Definitions marked for deletion are not actually deleted until you issue the UpdateDB command.) Out of memory, quit and restart DayFlo TRACKER is out of memory due to an unexpected software or hardware problem. Quit and restart. Out of record storage space You tried to create a new record, but insufficient disk storage space remains. 31 PC device error continuation rejected -- command cancelled An error condition was detected while communicating with DOS. Printer continuation rejected -- command cancelled An error condition was detected while printing. The current command was cancelled. Right margin reached You tried to move past the right-hand margin. Release the margin and then reissue the command. Value required You pressed Enter without entering a valid field value for Get. Warning: Blank record removed from stack You issued a command which caused a blank top record to be removed from the stack. Warning: Count not fully satisfied You set a COUNT for a command which cannot be repeated the specified number of times. 32 SYSTEM REQUIREMENTS Hardware: IBM (or IBM compatible) Personal Computer PS/2, 286, 386, 486, AT, XT, or PC (or IBM compatible) Personal Computer with a double-sided diskette drive. A Fixed Disk drive. At least 448K bytes of available memory (RAM). Additional memory will increase performance. A monochrome, color, EGA or VGA monitor. Printer (optional) - DayFlo TRACKER Lite supports a large number of popular printers. Software: MS-DOS OR PC-DOS Version 3.0 or higher and DayFlo TRACKER Lite diskettes. Data Management Specifications: -Up to 5,000 records per database (incl. BlankForms and Reports) -Up to 32,000 characters per field or record -All fields can be variable length -Sort on up to 10 keys -Multiple values up to 101 per field -Up to 30 separate indexes (record or database) -Up to 15 non indexed fields in dictionary -Up to 70 fields total. -Report Writer performs calculations up to 15 digit accuracy Please note that more advanced versions (The Professional Series) are available which include such features as boolean searches, macros, import/export and larger capacities. Data Sharing multi- user versions are also available for all popular networks. IBM PC/XT/AT/PS/2 is a registered trademark of International Business Machines Corporation Lotus 1-2-3 is a registered trademark of Lotus Development Corporation WordPerfect is a registered trademark of WordPerfect Corporation Dbase is a registered trademark of Borland Corporation MS-DOS is a registered trademark of Microsoft Corporation 33 Regarding Support ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ We welcome comments and suggestions from our users. Direct telephone support is provided STRICTLY for REGISTERED USERS ONLY. However, if you have not registered but are considering to do so and have questions please feel free to get in touch by FAX or mail. A sample form is provided below. Name:________________________________ Title:________________ Company:_____________________________________________________ Address:_____________________________________________________ Address:____________________________ City:___________________ State:___________ Zip:_____________ Country:______________ Date:_____/_____/_____ Current version #__________ How did you hear about our Products? [ ] BBS [ ] Friend [ ] Other _____________________________________________________ Comments/Questions ___________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ Mail Completed form to: DayFlo TRACKER Corp. 18021 "J" Sky Park Circle P.O. Box 19243 Irvine, CA 92713 USA FAX (714) 474-0197 34 DayFlo TRACKER Lite -- ORDER/REGISTRATION FORM ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Registering will provide you with the latest version, serial #, a comprehensive printed user manual (250 + pages), 180 days telephone support, additional sample templates and reports, additional personal help screens and information regarding updates /releases. Name:________________________________ Title:________________ Company:_____________________________________________________ Address:_____________________________________________________ Address:____________________________ City:___________________ State:___________ Zip:_____________ Country:______________ Date:_____/_____/_____ Current version #__________ (Fill out form completely) --------------------------------------------------------------- Product # Price/ea S&H Total --------------------------------------------------------------- DayFlo TRACKER Lite ___ $65.00 $7.00 _______ Additional Manual-VAR's Only___ 28.00 2.00 _______ * Canadian Orders, Add $4.00 per copy or * International Orders, Add $9.50 per copy _______ * CA Residents add appropriate sales tax _______ TOTAL ENCLOSED ___________ Disk Size: [ ] 5-1/4" [ ] 3-1/2" [ ] Check [ ] Visa [ ] MC Card# __________________________________ Exp. Date ________ Signature ______________________________ How did you hear about our Products? [ ] BBS [ ] Friend [ ] Other _____________________________________________________ Mail Completed form with Payment to: DayFlo TRACKER Corp. 18021 "J" Sky Park Circle P.O. Box 19243 Irvine, CA 92713 USA (800 367-5369/(714) 474-2901 (orders only!) FAX (714) 474-0197 [Aug 1993] Prices subject to change without notice. 35