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Clarion Help | 1992-02-01 | 9.1 KB | 224 lines |
- HELP WINDOW
- SELECT ALL CUSTOMERS (MARK) marks all customer records in database
- for printing/merging into documents.
- RESET ALL CUSTOMERS (UNMARK) resets marks on all customer records.
- These entries that do not have marks
- present will not be selected for printing/
- merging into documents.
- SELECT CUSTOMERS BASED ON SEARCH will pop up with a window and ask you
- #to enter a word or phrase. The "Note/
- #Keywords" field of all customer records
- #will be searched, and any records where
- #the word or phrase occurs (exactly)
- #will be marked for later processing.
- #This IS upper/lower case sensitive!
- ESC when done
- MM3BLOCK
- Cursor Control Keys
- cursor up
- backspace
- cursor down
- go to next tab stop
- cursor left
- left to tab stop
- cursor right
- go left one word
- HOME
- go to beginning of line
- go right one word
- END
- go to end of line
- ^PGUP
- go to top line
- PGUP
- go to previous page
- ^PGDN
- go to last line
- PGDN
- go to next page
- ^HOME
- erase entire line
- INS
- toggle insert mode
- ^END
- erase to end of line
- DEL
- erase character
- Block Operations
- Other
- mark characters
- mark lines
- replace
- Alt M move
- replace with verify
- Alt C copy
- ^ENTER
- accept (changes saved)
- Alt D delete
- cancel(changes not saved)
- ^ means pressed with CTRL key
- means pressed with SHIFT key
- ENTER for more, ESC to quit
- *J !
- ** !
- ** !
- ** !!
- * .!
- **
- * .!
- **
- $**
- !**
- !**
- *J ..
- HELP WINDOW
- CUSTOMER DATABASE
- MANAGE DOCUMENTS
- MERGE/PRINT DOCUMENTS
- Lets you create,
- Lets you create and
- Lets you select document
- change, delete and
- edit documents and
- to print, and direct the
- mark/tag customer
- correspondence as
- report to the screen, a
- records, and look
- well as merge in
- disk file for later
- at file sorted by
- customer specific
- processing, or a printer
- LAST NAME
- information, such
- (LPT1 thru 4).
- COMPANY NAME
- as name, address,
- ZIP/POSTAL CODE
- as well as several
- CITY NAME
- user defined items.
- STATE/PROVINCE
- These items will be
- CATEGORY CODE
- pulled from customer
- and PHONE NUMBER.
- database at print
- time for customers
- whose records have
- ESC when done
- been marked/tagged.
- HELP WINDOW
- Lets you create, manage and change
- the customer database, as well as
- tagging/marking specific records
- for printing/merging. Lets you
- view them sorted by various
- criteria including:
- By Last Name
- By Company Name
- By Zip/Postal Code
- By City Name
- By State/Province
- By Category Code
- By Phone Number
- ESC when done
- Block Operations
- MARKING A BLOCK. Press the key to start marking (either
- characters or lines) and move the cursor to mark
- the desired block of text. Press the same key to
- stop the marking. The block will be "marked."
- MOVING/COPYING. After marking a block (see above) move
- the cursor to the new position for the block and
- press the key for either Moving or Copying.
- DELETING. After marking a block (see above), press the
- key for deleting and the block will be removed.
- UN-MARKING. Press the escape key or the same key used
- to mark the block. The block will be "un-marked."
- HELP WINDOW
- Lets you create/edit/select a document.
- Another window will pop-up to edit the
- document.
- ESC to exit
- USE THESE KEYS TO MOVE ABOUT
- Scrolls down one line
- Scrolls up one line
- PgDn Scrolls down one screen
- PgUp Scrolls up one screen
- ^PgDn Goes to the bottom
- ^PgUp Goes to the top
- END
- Goes to the bottom
- HOME Goes to the top
- Moves left 5 columns
- Moves right five columns
- Moves to far left
- Moves to far right
- ^ means pressed with Ctrl key
- HELP WINDOW
- Page 1
- This screen lets you create, view, and change customer records.
- Most records are relatively self-explanatory, such as Last Name,
- Address, etc. Fields that may not be so obvious:
- FULL NAME is put together by the computer from last and firat name,
- so that you will see what it will look like on a document.
- CATEGORY CODE is for you to categorize the customer in whatever way
- you want, by region, sales person, types of goods and
- services they buy, how much they buy, etc. This cannot
- be merged into a document and is designed for your own
- internal use.
- INTERESTS is for you to categorize the type of customer they are, the
- nature of their inquiry, what kind of things they buy, etc.
- COMMENTS is a field for specific information about a customer that you
- may want to merge into a document.
- Press ENTER to continue with help
- ESC to exit
- &UPDCUS
- HELP Continued
- ESC when done
- Page 2
- USER-DEFINED INSERTION FIELDS are four fields that you can use for
- !whatever you want. They could be used
- !account numbers or balances, credit
- !limits, date of last or next contact,
- !specific product or service names,
- !sales reps name and phone number, etc.
- !These are very powerful fields to
- !personalize correspondence.
- NOTES/KEYWORDS is a fairly large field that can be used to store
- a great deal of information about the customer,
- and can be inserted/merged into the document, and
- can also be used to identify customers, with the
- "Find by" mark option. To use the find option,
- get into the Customer database, by any criteria
- (such as by last name), depress F5 for "Mark menu"
- and select third option. This lets you specify what
- text occurance you are looking for in the notes field,
- and all customer note records where that specific
- text occurs will be marked/tagged for document print.
- HELP WINDOW
- This lets you create and edit documents, and merge in customer
- specific information, such as name, address, etc.
- When you get to a point that you would like to insert a field
- from the customer database, depress F2. A window will pop-up,
- and give you a list of fields available for merging. To
- place one in your document, select the specific field with the
- up/down arrows, and depress "Enter". The computer will insert
- a token word. When its time to print the documents, it will
- substitute the information in the actual customer database for
- the token for all MARKED records. You can put as many fields
- as you want in the document, and fields can be repeated (such
- as placing a persons name several times into the document.
- ESC when done
- MARKMENU
- MEMO3
- MENU (
- MENU2
- MM3BLOCK
- SHODOC
- SHOWFIL E
- UPDCUS e
- UPDCUS2
- UPDDOC ,
-