2. Create a script with the Export Records script step.
3. Click Specify File...
4. Enter an arbitrary file name and click ok.
5. Click Specify File again.
Result: B
Notice that the target export file is not included in the parse string (i.e., the path is 'Export Records [Restore, No dialog, " "]'
PASSN
Ron WilsonO
Syd PolkP
MediumR
Ad-hocS
Ron WilsonT
Keith ProctorU
ScriptMakerW
3/3/95]
8/2/95^
4/3/955
Which
Windows
in which not all the performs were executed - FIXED 2) Beeps sometimes do not all work together. This seems to be a problem with windows since we do call MessageBeep the correct number of times. - NOT FIXED. NC
ote also that your test file is based on the beep step and that will not work multiple times.
[03/14/95, VV, x2, FAIL]
Derek: Other steps that do this are Open, Perform Script
HBAM3016AUG95@
Keith Proctor
Keith Proctor
will find the documentation for each of the files included in this relational sample solution. You may find that this solution will work as is but may wish to make changes to customize this solution for your business. Either way this documentation is included to help you use this solution. You will find that some of this documentation can be found in each of the files on special help layouts. Click on the help button in each file to see this general help.
MAIN MENU
Descript
1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
12/5/95
COMPANY ADDRESS
COMPANY CITY
COMPANY LOGO DISABLED
COMPANY LOGO PLAIN
COMPANY NAME
COMPANY STATE
COMPANY ZIP CODE
DATABASE NAME
DOCUMENTATION
FAX LOGO
FAX NUMBER
LAYOUT NAME
LETTER BODY DISPLAY
LETTER CLOSE
LETTER GRAPHICS
LETTER HEAD DISPLAY
LETTER ID
LETTER LOGO PLAIN
LETTER SERIAL
LETTER TYPE
LOCAL LETTER ID
LOGO LOCATION
PRINT CHOICE
REASON FOR LETTER
USER NAME
Rob McCulloughB
Every PostersC
123 Everywhere DriveD
Santa ClaraE
95056G
Block FormalS
Top LeftT
Best WishesV
Below you will find the documentation for each of the files included in this relational sample solution. You may find that this solution will work as is but may wish to make changes to customize this solution for your business. Either way this documentation is included to help you use this solution. You will find that some of this documentation can be found in each of the files on special help layouts. Click on the help button in each file to see this general help.
MAIN MENU
Descriptipt
A User NameB
Company NameB
Company AddressB
Company CityB
Company StateB
Company Zip CodeB
Letter Logo PlainB
Company Logo PlainB
Company Logo DisabledB
Fax LogoB
Layout NameB
Database NameB
Letter SerialB
Reason for LetterB
A Letter IDB
Letter TypeB
Logo LocationB
Letter CloseB
Local Letter IDB
Letter GraphicsB
Letter Head DisplayB
= "Top Left"
= "Top Center"
= "Top Right"
Top Left
Top Center
Top Right
Letter Body DisplayB
1) = "Block"
Block
DocumentationB
Print ChoiceB
Fax NumberB
@cA Main Menu
Preferences 1
Documentation
Preferences 2
Preferences 3
Preferences 4
Preferences 5
Print Documentation
A Main MenuB
a disabled version of your logo at the top left corner of the Integrated Solution files when there is a custom dialog showing (eg. when no records are found).
Standard Letter
Logo Location - select a default location for the Letter Logo at the left, center, or right side at the top of letters printed from the Integrated Solution.
Letter Type - select a default letter style for the formatting of paragraphs in letters. Four choices are available: block/modified and formal/informal.
Block letters do not use indents whereas modified style letters have a one tab indent at the beginning of each paragraph. Formal letters use the full name of the addressee whereas informal style letters use only the first name.
Letter Close - select from one of seven choices for a default closing statement for letters such as
Respectfully Yours
Your Truly
Best Wishes
, etc.
Miscellaneous
Printing Options - select an option for printing or previewing a report to control how rep
orts are displayed. You can choose print only, preview only, or preview and then print.
Tax Rate - enter the tax rate that should be used for calculating invoice totals. Values should be entered as a decimal such as .0825.
Product ID - select the type of ID to be entered for a product when a new product record is created. Sequential Serial Number - a number that starts at 1 and is incremented by one. Text and Sequential Number will enter the first character of the first 3 words
in the short description and a sequential number. Selecting None will allow you to enter your own Product ID.
How to customize this solution
Add your own buttons to the main menu layout to open other databases that you use.
CONTACTS
Description
Use this file to keep track of people you need to contact such as customers. The Contacts database contains information such as a customer
s name, phone number, and address. The file includes predefined reports for printing customer profiles,
phone lists, and mailing labels.
How to use this solution
ENTERING INFORMATION
Address Information Enter the name and address for a contact.
General Comments Enter general notes about this contact.
Phone Number Type in phone numbers to reach a contact, select from the list of locations such as home, work, or school, and type the times at which the contact can be reached. You can enter as many phone numbers as needed for any contact by typing a new phone number in the last available
space next to the phone icon. Clicking the phone icon will use your modem or speaker to dial the phone number.
Action History Click on any activity in the list to view all the information for that activity. To enter a new activity for the current contact, click on the New Activity button. An activity is a type of correspondence that should be performed for the current contact such as a phone call, fax, or letter. Because each activity is stored in the Activity Log database, you can enter
as many activities as needed for any contact. To view additional activities for a contact, click on the scroll bar to the right of the activity list.
Contact Status For the current contact select the level of priority (high, medium, and low), the type of contact (business, personal, vendor), and who referred the contact. Information about the total amount of purchases for this customer is automatically updated from the Invoices database. Similarly, the date created, date modified, and cr
eated by fields are automatically entered.
How to customize this solution
If the built-in label report does not match the labels you use, edit the existing layout or create a new layout. Choose Layout from the Select menu. Select New Layout from the Edit menu, click the Labels radio button and choose the proper Avery label in the menu. For details on formatting a label layout, see the FileMaker Pro documentation.
Change or add to the values in the pop-up lists for Contact Priority, Ty
pe, Phone Number Locations, or Personal Title.
INVOICES
Description
Use this file to create and keep track of invoices for your customers. The Invoices database allows you to bill a customer for products they have purchased. Product information is looked up from the Products database and customer information is obtained from the Customer database, and each item purchased is stored in a file called Line Items. The Invoices database ties all this information into a single form which yo
u can print.
How to use this solution
ENTERING INFORMATION
Purchaser Information Enter the name and address of the customer purchasing a product.
Shipping Information Click on the icon for shipping details to enter information such as the shipment location, cost, weight, carrier type, priority, and tracking number.
Products Purchased Type in a product ID from the Products database in the first available row. Product price and description are automatically looked up from the Products d
atabase. Also enter the quantity of product purchased. Because each product purchased is stored in the Line Items database, you can enter as many products as needed for an invoice by typing a new product ID in the first available space in the list. To view additional products purchased for an invoice, click on the scroll bar to the right of the products list.
How to customize this solution
Change or add to the values in the pop-up lists for Carrier, Shipping Priority, Payment Method, and
Credit Card Type.
ACTIVITY LOG
Description
Use this database to track messages and contacts with your customers. This file is related to the Customers database.
How to use this solution
Anytime you wish to track correspondence with a contact, go to the Contacts database, find a contact, and click the New Activity button. Choose which type of action to take: a call, letter, or fax. Click OK and enter the information for the call, the contents of the letter, or the message for the fax
Note that much of the work of entering your address and the customer
s address has already been done. You can edit your address information in the Main Menu preferences. The customer
s information is taken from the Contacts database.
ENTERING INFORMATION
Call Entry Enter notes about the phone call in the Notes field and select an appropriate Action Status and Action Type.
Letter Entry To create a letter, type the contents of the letter in the Letter Contents field and click the Pr
int Letter button to print a copy of the letter.
Fax Entry To create a fax, type the contents of the fax message in the Fax Message field and click the Print Fax button to print a copy of the fax.
PRODUCTS
Description
Use the Products database to enter information on products that you sell. This product information is used by the Invoice database to look up prices and product descriptions when creating a customer invoice.
How to use this solution
Enter a record for each product that
you sell. Information on product price and description is looked up in the Invoice database based on the Product ID.
ENTERING INFORMATION
Product Information Enter the product type, a short description, long description, the cost, and the selling price of the product.
General Comments Enter any notes on the product here.
Vendor Information Type in a contact ID from the Contacts database in the Vendor ID field. Company name and address is automatically viewable from the Contacts fil
e because there is relationship between the two files.
PHONE NUMBERS
Description
This file is used to track customer phone numbers and is related to the Customers database. Having a separate database for phone numbers allows you to store as many different types of phone numbers as you need to reach someone. For instance, you can store phone numbers for work, home, school, mobile, and other locations.
How to use this solution
Phone numbers are always entered from the Contacts database
but are stored in this file to allow for an unlimited number of contact phone numbers.
TO ENTER A PHONE NUMBER
- Go to the Contacts database and find or create a contact record.
- Type a phone number into the first available space in the phone number list.
A new phone number record will be created and stored in the Phone Numbers database. Because the Phone Numbers file is related to Contacts, all phone numbers for a particular person can be viewed from the Contacts database.
How to
customize this solution
To change or add to the values for the Phone Number Location field, go to the Contacts database and edit the value list there.
LINE ITEMS
Description
The Line Items database is used to track individual items purchased by a customer and is related to the Invoice database.
How to use this solution
Line items are always entered from the Invoices database but are stored in this file to allow for an unlimited number of items to be purchased.
TO ENTER A LINE ITEM
- Go to the Invoices database and find or create an invoice record.
- Type a product ID into the first available space in the list of products purchased.
A new line item record will be created and stored in the Line Items database. Because the Line Items database is related to Invoices, all line items for a particular invoice can be viewed from the Invoices database.
LETTERS
Description
Use this database to write letters to send to people in the Contacts file.
How to use this solut
Letters are always entered from the Activity Log database but are stored in this file to allow for an unlimited number of letters.
TO ENTER A LETTER
- Go to the Contacts database and find or create the contact record.
- Create an activity by clicking on the New Activity button under Action History.
- Click on the Letter button and type the letter you wish to send.
This letter will be stored in the Letters database and is logged as an activity. Because the Letters database is rela
5ted to the Activity Log file, all letters for a particular contact can be viewed from the Contacts database.
LEGAL
The pictures used on the buttons on the main menu are proprietary, and all rights are reserved by Digital Stock. You may not use these pictures without the prior writtenconsent of the owner.
spondence that should be performed for the current contact such as a phone call, fax, or letter. Because each activity is stored in the Activity Log database, you can enter
g customer profiles,
Preview and Print\
408-555-8088
Preview and Print\
408-995-8088
Preferences 1B
_>Main Menu - Click a button to access a database or preferences
Main
Contacts{
Invoices}
Products
Preferences
DocumentationB
Preferences
Main
Address
Standard Letter
Your Own
Miscellaneous
Company Name
Company Address
Company City
State
Company Zip
ypCompany Name and Address - enter your company address information as you would like to see it appear on letters.
Your Company Address
{ Your Name
|uUser Name - enter your name as you would like to see it appear on letters, invoices, and in contact history records.
<Letter Logo - paste a graphic into the Letter Logo field to add your own logo to the top of letters printed from the Integrated Solution. The Standard Letter preference panel has a Logo Location preference which can be used to display the letter logo at the top of a letter towards the left, center, or right margin.
Company Logo Plain - paste a graphic into this field to display your own logo at the top left corner of each of the Integrated Solution files.
Company Logo Disabled - paste a graphic into this field to display a disabled version of your logo at the top left corner of the Integrated Solution files when there is a custom dialog showing (eg. when no records are found).
Preferences
Preferences 4B
Preferences
Main
Letter Type
Preferences
Main
Letter Type
Logo Location
Letter Close
mmSelect a location for the logo at the left, center, or right side at the top of letters that will be printed.
,Select a letter style for the formatting of paragraphs in letters. Block letters do not use indents; whereas, modified style letters have a one tab indent at the beginning of each paragraph. Formal letters use the full name of the addressee; whereas, informal style letters use only the first name.
Select from 8 choices for a closing (or
complimentary close
) for letters; e.g.,
Respectfully yours,
Yours truly,
Best wishes,
etc.
Address
Standard Letter
Your Own
Miscellaneous
Preferences
Preferences 5B
Preferences
Main
Miscellaneous
Standard Letter
Your Own
Your Own
Address
Tax Rate Option
Tax Rate Option - Enter the tax rate that should be used for calculating invoice totals. Values should be entered as a decimal such as .0825.
Tax Rate
Printing Options
Print Options - select an option for printing or previewing a report to control how reports are displayed. You can choose print only, preview only, or preview and then print.
Place your own preferences on this panel. There are different ways to create preferences. One way is to create a global field that could contain information such as a user name or generic tax rate for use in calculations.
To do this create a global field in the file that the preference will be used. Then, in this file create a relationship to the database where the preference will be used. Placing the related field on this layout will allow you to edit the preference.
Your Option Here
Your Label
Place your field here
Preferences
Use the Main Menu database to navigate to the solution files and set general preferences.
How to use this solution
To set preferences for solution files.
- Click on the Preferences button.
- You can enter your address, a company logo, or set the default style for creating new letters.
Address
User Name - enter your name as you would like to see it appear on letters.
Company Name and Address - enter your company address information as you would like to see it appear on letters.
Logos
Letter Logo - paste a graphic into the Letter Logo field to add your own logo to the top of letters printed from the Integrated Solution. The Logo Location preference can be used to display the letter logo at the top of a letter towards the left, center, or right margin.
Company Logo Plain - paste a graphic into this field to display your own logo at the top left corner of each of the Integrated Solution files.
Company Logo Disabled - paste a graphic into this field to display
Your Own Script
Start Up Script
Go to Main Menu
Go to Report Menu
Find Customer
Find Invoice
Go to Reports in Contacts
Go to Reports in Invoices
Go to Reports in Parts
Go to Reports in Line Items
Go to Data Entry in Contacts
Go to Data Entry in Invoices
Go to Data Entry in Products
Print Help Documentation
Go to Main Menu
Go to Report Menu
Find Customer
Find Invoice
Go to Reports in Contacts
Go to Reports in Invoices
Go to Reports in Parts
Go to Data Entry in Contacts
Go to Data Entry in Invoices
Go to Data Entry in Products
Go to Reports in Line Items
Start Up Script
) W
Your Own Script
Create your own script andB
attatch it to a script.
Print Help Documentation
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FMRLA
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A Main MenuB
InvoicesC
Products
Product ID Values
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ny logo, or set the default style for creating new letters.
Address
User Name - enter your name as you would like to see it appear on letters.
Company Name and Address - enter your company address information as you would like to see it appear on letters.
Logos
Letter Logo - paste a graphic into the Letter Logo field to add your own logo to the top of letters printed from the Integrated Solution. The Logo Location preference can be used to display the letter logo at the top of a letter towards the left, center, or right margin.
Company Logo Plain - paste a graphic into this field to display your own logo at the top left corner of each of the Integrated Solution files.
Company Logo Disabled - paste a graphic into this field to display
in the Activity Log database, you can enter as many activities as needed for any contact. To view additional activities for a contact, click on the scroll bar to the right of the activity
list.
Contact Status For the current contact select the level of priority (high, medium, and low), the type of contact (business, personal, vendor), and who referred the contact. Information about the total amount of purchases for this customer is automatically updated from the Invoices database. Similarly, the date created, date modified, and created by fields are automatically entered.
How to customize this solution
If the built-in label report does not match the labels you use, edit
DDDDDD
Ce Letter button and type the letter you wish to send.
This letter will be stored in the Letters database and is logged as an activity. Because the Letters database is related to the Activity Log file, all letters for a particular contact can be viewed from the Contacts database.
D@
D@
DDDDDD
Your Own Script
Start Up Script
Go to Main Menu
Go to Report Menu
Find Customer
Find Invoice
Go to Reports in Contacts
Go to Reports in Invoices
Go to Reports in Parts
Go to Reports in Line Items
Go to Data Entry in Contacts
Go to Data Entry in Invoices
Go to Data Entry in Products
Print Help Documentation
Go to Main Menu
Go to Report Menu
Find Customer
Find Invoice
Find Invoice
{Product ID Option - Select the type of ID to be entered for a product when a new product record is created. Sequential Serial Number - a number that starts at 1 and is incremented by one. Text and Sequential Number will enter the first character of the first 3 words in the short description and a sequential number. Selecting None will allow you to enter your own Product ID.