Loadstar 128 #33/q33side1.d64/t.mem manager

Text File | 1992-01-01 | 22.3 KB | 516 lines

                    M E M B E R S H I P    M A N A G E R

                    Program and Text by David B. Presley


                             TABLE OF CONTENTS

 Introduction

 1. Create A New File
   1.1 Create A New File
   1.2 Activate File
   1.3 Update File
   1.4 List Files
   1.5 Delete File
   1.6 Main Menu

 2. Edit Current File
   2.1 Search Options
   2.2 Edit A Family
   2.3 Add A Family
   2.4 Delete A Family
   2.5 Sort File
   2.6 Main Menu

 3. Print Current File
   3.1 Mailing Labels
   3.2 Head of Household
   3.3 Family Summary
   3.4 Complete Report
   3.5 Secondary Address
   3.6 Main Menu

 4. Disk Options
   4.1 Disk Directory
   4.2 Load A File
   4.3 Save A File
   4.4 Scratch A File
   4.5 Change Drive Number
   4.6 Main Menu

 5. Return To BASIC
   5.1 Quit To BASIC
   5.2 Reset Program
   5.3 Re-draw Screen
   5.4 Error Message
   5.5 Free Memory
   5.6 Main Menu

 Conclusion


 Introduction
 {SHIFT-*}{SHIFT-*}{SHIFT-*}{SHIFT-*}{SHIFT-*}{SHIFT-*}{SHIFT-*}{SHIFT-*}{SHIFT-*}{SHIFT-*}{SHIFT-*}{SHIFT-*}

    One of the earliest and obvious applications for the personal computer
is the data base. A wide variety of such programs have appeared providing
the user with data bases for specific applications as well as general
purposes. Data bases are used by both individuals and organizations.
Keeping track of mailing lists and membership rolls are necessary tasks for
most any organization from civic clubs to churches to computer user
groups.

    While there are many good data base programs available to take of these
needs, almost all of them have one thing in common: they track members of
the organization as individuals. MEMBERSHIP MANAGER takes a different
approach by tracking members as family units. For some organizations,
knowing who lives in the household with the member is just as important as
knowing who the organization member is. In our fast paced society people
are looking for family friendly organizations. But without information on a
member's family it is rather difficult to be family friendly.

    MEMBERSHIP MANAGER is a powerful tool to assist organizational leaders
who want to make their organization family friendly and thus attractive to
new members. Each file can track up to 200 families and contains eighteen
pieces of information on the organization member, ten pieces of information
on the member's spouse and five pieces of information on each of six
dependents or other persons living in the household.

    To start using MEMBERSHIP MANAGER simply load and run "mem manager",
the BASIC loader program. The credits appear at the bottom half of the
screen. At the top of the screen will appear in order a list of several
other programs which will be BLOADed. The first is MMCONTROL80, a BASIC
extension. The program will then pause for a moment while the loader
program checks for the presence of an REU. If the REU is present then RAM
DRIVER will be loaded next. The RAM DRIVER will install the RAM drive as
device #29. Next is MEM FONT followed by the MEMBERSHIP MANAGER program
itself.

    For any one already familiar with data base programs, using MEMBERSHIP
MANAGER the first time should present few difficulties. Two keys are almost
always hot. The ESC key will take you back to the previous menu and the
RETURN/ENTER keys will take you to the next option or menu. At all input
prompts (data, file names, etc) the CRSR keys and F1 will also be hot and
react like the RETURN/ENTER keys. When the Main Menu appears there will be
five options:

 Create A New File
 Edit Current File
 Print Current File
 Disk Operations
 Return To BASIC.

    Each Main Menu option contains six options which are detailed below. To
select, use the CRSR keys to highlight an option and press RETURN or ENTER.
Pressing ESC from the Main Menu will execute the exit routine. The "Are You
Sure? Y/N" prompt will appear. Press "Y" to exit back to BASIC or "N" to
return to the Main Menu.


 1. Create A New File
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    The first option at the Main Menu is Create A New File. This sub-menu
provides options for creating new files and their storage in the REU. Use
the CRSR keys to highlight the desired option and press RETURN or ENTER. Or
you may return to the Main Menu by pressing ESC.

 1.1 Create A New File

    Use this option to initialize a new data file. If there is already an
initialized file in memory the "Are You Sure? Y/N" prompt will appear. If
you wish to keep the current file and have not either saved it to a disk or
updated it to the REU then respond with "N" and then save it. Respond with
"Y" if the file is already saved or updated, or you do not wish to keep it.
After the "Y" response you will be prompted for the name you wish to give
the new file. File names may be up to 13 characters long. The remaining
three characters permitted by Commodore machines are used for a prefix,
"mm." to designate data files on the disk and REU. You may abort this
option and return to the previous menu by pressing ESC. However, the
current file will no longer be activated. There is room in each file for
200 families. If you think you will have more than 200 families then sub-
divide your list and work with two or more files. For example, FILENAME.A-J
and FILENAME.K-Z.

 1.2 Activate A File

    This option will activate a file previously stored in the REU. Like the
previous option, if there is already an initialized file in memory the "Are
You Sure? Y/N" prompt will appear. If you wish to keep the current file and
have not either saved it to a disk or updated it to the REU then respond
with "N" and go do it. Respond with "Y" if the file is already saved or
updated, or you do not wish to keep it. After the "Y" response you will be
prompted for the name of the file you wish to activate from the REU. You
may abort this option and return to the previous menu by pressing ESC.
However, the current file will no longer be activated.

 1.3 Update File

    The Update File option stores the current file to the REU. The file
will be saved to the REU using the current filename. If the file with that
name already exists it will be replaced with the current. The "Are You
Sure? Y/N" prompt will not appear. Be sure the file stored in the REU is
the same as the one you are currently editing.

 1.4 List Files

    All files currently stored in the REU can be listed with this option.

 1.5 Delete File

    Use this option to delete a file from the REU. You will be prompted for
the name of the file you wish to delete. You may abort this option by
pressing ESC without disturbing the file currently activated.

 1.6 Main Menu

    This option will take you back to the Main Menu. Pressing the ESC key
will also take you back to the Main Menu.


 2. Edit Current File
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    The second option at the Main Menu is Edit Current File. This sub-menu
provides options for editing and adding families and family members to the
current file. Use the CRSR keys to highlight the desired option and press
RETURN or ENTER. Or you may return to the Main Menu by pressing ESC.

 2.1 Search Option.

    The Search option will search for a family or individual in the current
file. The "By Last name, Number or list All" prompt will appear. Press
"L"to search by last name. You will be prompted for the last name you wish
to search. Enter the last name to search or ESC to abort. The card for each
individual by that last name will be shown one at a time. The search is
keyed to the last name of the organization member. A household member with
a different last name cannot be searched separately. After each individual
card is displayed the "Continue? Y/N" prompt will appear. Press "Y" for the
next card or "N" to abort the search.

    If you already know the number (1-200) of the family you wish to view
then press "N" for search by number. You will be prompted for the card
number or you can press ESC to abort. The member's card will appear and if
there is a spouse you will be asked if you wish to view the spouse's card.
Press "Y" to view it or "N" to continue. If there is at least one dependent
you will be asked if you wish to view the first dependent. Press "Y" to
view it or "N" to abort. These steps will continue for all the cards for
that family. The ESC key is hot and you may abort the search by pressing
it.

    A third option for search is to list all families. Pressing "A" will
display a list of all families by number, last name and the first name of
the organization member. Use this option to quickly obtain a family's
number for editing.

 2.2 Edit A Family

     All the individual cards of a family may be edited with this option.
You will be prompted for the number of the family you wish to edit. Enter
it or press ESC to abort. If the number you enter is higher than the number
of families in the file the program will return to the previous menu.
Otherwise, the "Edit or Add?" prompt will appear. Press "E" to edit the
existing data on the current family members or "A" to add a family
member(s).

    The edit option will take you to the card of the organization member.
Use the CRSR keys to scroll through the data fields. The cursor will appear
at the end of each line of data. Use the DELETE key and type in the
corrected information in each field. When you have made all the changes you
wish to make press F1. The "Is This Correct? Y/N" prompt will appear. Press
"Y" to go to the next card in the family or "N" to re-edit the current card
or ESC to abort. If you press "Y" you will be asked if you want to edit the
next card. This sequence will continue for all the current family members.

    The add option will give the opportunity to add additional family
members. This is useful for when someone marries, gives birth to or adopts
a child or someone else (in-law, adult child, etc.) moves in the household.
If there is not already a spouse you will be asked if you want to add
spouse. Press "Y" to add or "N" to go to the next prompt. The next prompt
will ask if you wish to add another family member. Press "Y" to add another
member or "N" (or ESC) to abort. This sequence will continue until all the
cards for that family are used. See instruction 2.3 for tips entering
information on each card.

 2.3 Add A Family

    Use this option to add a family to the current file. A card will appear
for the organization member. Across the top of the card you will see the
card number (## of ##) and the current file name. The cursor will appear in
last name data field. Enter the person's last and press either RETURN/ENTER
or a CRSR key to move to another data field. If you wish to leave a field
blank you may and an "*" will appear in that field. For the mailing label
field you may enter the traditional M/M William Smith or Bill and Joan
Smith. The card of each family member has "Relationship" field. This will
generally refer to the individual's relationship to the organization
member, such as son, daughter, mother, mother in-law, etc. If the
individual is the "head of the household" then enter that designation or
some other similar designation such as "single parent", "widow", "single",
"separated", etc. If the person's name could pass as either male or female
then you should either indicate gender here (single male, wife, etc) or
indicate gender on the spouse's card if there is a spouse.

    The zip code field should include the 5-digit zip code and the 4 digit
extension (12345-1234) if applicable. Telephone numbers should be entered
as [phone] and work telephone numbers with a 4 digit extension,
[phone]-1234, where applicable. Enter the date the person became a
member of the organization in the "Member since" field. Birthday and Member
since fields should be entered with either a dash (-) or slash (/): 12-12-
12 or 12/12/12. Or, for the Member since field enter the abbreviation of
the month and the year - Jun 1995. Dues refers to the most recent year dues
were paid. At any time you may press ESC to abort. When you have completed
this card press F1. You will be asked if the information is correct. Press
"Y" to continue or "N" to re-edit. You may leave any field blank except the
last name. Any field left blank will be given an "*" by default.

    After you have responded with a "Y" at the "Is This Correct" prompt,
you will then be asked if you wish to add a spouse. Press "Y" to add spouse
or "N" to continue to the next family member. Most of the data fields are
the same for the spouse as for the original member, except there is no
field for last name as it is assumed it will be same. As with the previous
card there is a field for a middle or maiden name. Also, there is a field
for their wedding anniversary. This field is placed on the spouse's card as
it is relevant only if there is a spouse. When you have completed entering
all the desired data press F1. You will be asked if the information is
correct. Press "Y" to continue or "N" to re-edit.

    When you have completed the spouse card, or responded with a "N" at the
"Add Spouse" prompt, you will be asked if you would like to add another
household member. Press "Y" to add a dependent or "N" if you are finished
with this family. The data fields are basically the same as before, except
there are not as many and there is a field for the last name of the
dependent. With so many blended families it is not uncommon for the
children from the wife's previous marriage to have a different last name
than the parents. Also, an extended family member from the wife's side of
the family who may be living within the home would also not have the same
last name. When you have completed entering all the desired data press F1.
You will be asked if the information is correct. Press "Y" to continue or
"N" to re-edit.

    When you have entered all the family members of that family the card
for the next organization member will appear. If there are no other
families to enter then press ESC.

 2.4 Delete A Family

    This option will remove a family from the current file. You will be
asked for the number of the family you wish to delete. If you don't know
the number then use the search option to find it. Having entered the
number, the member's card will appear and you will be asked if you wish to
delete this family. Press "Y" to delete or "N" to abort.

 2.5 Sort File

    The sort option will sort the current file by last name or by zip code.
At the prompt press "L" to sort by last name or "Z" for zip code. Use the
last name sort for preparing membership rosters and zip code sort for
preparing bulk mailings.

 2.6 Main Menu

    Returning to the Main Menu can be done with this option. Pressing the
ESC key will also take you back to the Main Menu.


 3. Print Current File
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    The third option at the Main Menu is Print Current File. The printer
file assumes you have a Commodore compatible printer. To use another
printer you must change the program code. This sub-menu provides options
for printing various reports and lists of families in the current file. Use
the CRSR keys to highlight the desired option and press RETURN or ENTER. Or
you may return to the Main Menu by pressing ESC.

 3.1 Mailing Labels.

    Use this option to print selected mailing labels. The mailing list must
be printed on one inch labels in a single column. At the prompt enter the
number of the first family you want and then the number of the last family.
You can abort the printing by pressing ESC. Printing will then cease after
the current mailing label is completed.

 3.2 Head of Household

    This option prints most of the data for the organization member. Five
members are printed to a page. At the prompt enter the number of the first
family you want to print and then the number of the last family. You can
abort the printing by pressing ESC. Printing will then cease after the
current head of household is completed.

 3.3 Family Summary

    The Family Summary option prints a brief summary of each selected
family. The output is two families across the page for a total of twelve
families per page. The output consists of phone number, individual/couple's
names, address(es), city, state, zip and dependents' first names. This
option is suitable for producing a membership roll to be given to all
organization members. At the prompt enter the number of the first family
you want and then the number of the last family. You can abort the printing
by pressing ESC. Printing will then cease after the current summaries are
completed.

 3.4 Complete Report

    All the data for a given family can be printed with this option. Each
report takes up one page. At the prompt enter the number of the first
family you want and then the number of the last family. You can abort the
printing by pressing ESC. Printing will then cease after the current family
is completed.

 3.5 Secondary Address

    Use this option to change the secondary address sent to the printer. At
the prompt enter the number (0-255) you wish to use.

 3.6 Main Menu

    This option will take you back to the Main Menu. Pressing the ESC key
will also take you back to the Main Menu.


 4. Disk Operation
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    The fourth option at the Main Menu is Disk Operations. This sub-menu
provides options for maintaining files on an external drive. Use the CRSR
keys to highlight the desired option and press RETURN or ENTER. Or you may
return to the Main Menu by pressing ESC.

 4.1 Disk Directory

    The Disk Directory option will display the disk contents from the
current disk drive. You will be asked if you want a listing of all files on
the disk or just MEMBERSHIP MANAGER data files. Press "A" to see all files,
"M" for MEMBERSHIP MANAGER data files or ESC to abort.

 4.2 Load A File

    Any data file previously created and saved can be loaded with this
option. If there is already a file active in memory you will be given the
"Are You Sure? Y/N" prompt. Press "Y" to proceed or "N" to abort. If you
respond with "Y" you will then be asked for the name of the file you wish
to load. Type in the file name and press RETURN/ENTER to load or ESC to
abort. If you abort, there will no longer be a file in memory.

    It's best to ignore the "mm." prefix on filenames and just use the rest
of the name for loading, but if you do enter the prefix, the program will
compensate.

 4.3 Save A File
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    Use this option to save the current file to a disk. The current
filename will appear in the prompt. Press RETURN/ENTER to use that name or
DELETE that name and type in a new file name and press RETURN/ENTER to save
or ESC to abort. Don't add the "mm." prefix when entering a new filename.
The program will do that for you.

 4.4 Scratch A File

    This option will remove a data file from the disk. At the prompt type
in the file name and press RETURN/ENTER to load or ESC to abort.

 4.5. Change Drive No.

    The current drive number can be changed with this option. A prompt will
appear with the current drive number. Press any key to scroll through the
available drives. When the desired drive number appears press RETURN/ENTER
or ESC.

 4.6 Main Menu

    Use this option to return to the Main Menu. Pressing the ESC key will
also take you back to the Main Menu.


 5. Return To BASIC
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    The fifth option at the main menu is Return to BASIC. In addition to
exiting MEMBERSHIP MANAGER this sub-menu allows you to take care of other
"housekeeping chores."  Use the CRSR keys to highlight the desired option
and press RETURN or ENTER. Or, you may return to the Main Menu by pressing
ESC.

 5.1 Quit To BASIC

    This option will allow you to exit MEMBERSHIP MANAGER. The "Are You
Sure? Y/N" prompt will appear. Press "Y" to exit or "N" to return to the
menu.

 5.2 Reset Program

    The Reset Program option will CLeaR the screen, CLeaR all variable
(thereby CLeaRing the current file from memory) and then re-draw the
screen. Sometimes the screen and/or program may become "confused" and this
will allow you to start again without turning off the computer and re-
loading the program.

 5.3 Re-draw Screen

    The screen can be re-drawn with this option. This option serves the
same purpose as the previous one except the current file remains
unaffected.

 5.4 Error Message

    All error messages can be re-displayed with this option. When an error
occurs, either DOS or program, the message will be displayed on screen. At
the prompt you will be asked if you want to see the last DOS or program
error. Press "D" for DOS or "P" for program error. No message will appear
if you have either loaded a new file, created a new file or reset the
program as all of these CLeaR the variables used for this option.

 5.5 Free Memory

    Use this option to find out the available bytes of memory in Bank 1.

 5.6 Main Menu

    This option will take you back to the Main Menu. Pressing the ESC key
will also take you back to the Main Menu.


 Conclusion
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    I hope you will not only find MEMBERSHIP MANAGER useful but user
friendly and enjoyable. All along the way the program was put together
based upon my own personal preferences, needs and limitations as a BASIC
programmer. But your skill, preferences and needs may be quite different.
For example, you may use a non-Commodore compatible printer. Not to worry,
the program is well REM'd to allow you to find the program lines needed to
make the necessary modifications. If you don't have any experience in
programming then now is the time to start.


 FENDER'S POSTMUMBLE: MEMBERSHIP MANAGER is a huge program, even by today's
standards, and you'd think that it would be quite difficult to change. But,
as David Presley states in his conclusion, the 177 blocks of BASIC code are
well-REMarked. Don't let the size fool you. This is a very easy program to
study and learn from.

 Here at LOADSTAR we try to make all of our programs friendly and useful to
those users who know little about programming, but the best thing about our
8-bit computers is that most programs are 100% accessible by the user who
knows some programming. Of course, there are good reasons why you (or any
typical user) can't afford to devote the time to becoming a fast, expert
programmer, but at the same time, there are no good reasons you can't
become proficient enough at BASIC programming to make programs like
MEMBERSHIP MANAGER work exactly as YOU want them to. We give you the source
code, something that very few IBM programming companies will do.

 David is right; maybe now is the time to learn a few BASIC commands and
try your hand at modifying MM so that it works perfectly on your printer.
Maybe you might even want to change the name of a field?

 He who buys an IBM program owns only the code AS IS; he who buys an 8-bit
Commodore program truly owns the program, and all that it can be.

                   \\\\\ R - Run   RETURN - Menu \\\\\