

                      Member and Donation Tracking System
                                 Version 4.2.9
                               Table of Contents


        Startup                                                Chapter 01

        Heading Data                                           Chapter 02

        Pledge File                                            Chapter 03

        Giving File                                            Chapter 04

        Member File                                            Chapter 05

        Cursor Movement                                        Chapter 06

        Program Functions                                      Chapter 07

        Mailing Labels                                         Chapter 08

        Reports                                                Chapter 09

        End-of-Year                                            Chapter 10

        Form Letters                                           Chapter 11
        
        SPECIAL NOTES !!                                       Appendix A
        
        Managing Multiple Files                                Appendix B
        
        Registration ($45)                                     Appendix C 
        

        Bug-fixes, if found and verified, are free to registered customers.
        
        Updates and enhancements will usually, but not always, cost $10.
        Registered customers will be notified by mail about update disks.
        
        Custom reports will cost $10 each, if the report is one that may be 
        produced.  Contact the programmer by mail for more information.
        
        Maximum capacity per data file is ONE BILLION, subject to the size
        of your hard disk and the space available for the M4 files.

        SPECIAL NOTE:
        Make sure that you ALWAYS exit the program by "stepping backward" from
        menu to menu, so the program may properly update and close data files.

              (c) 1987,1988,1989,1990,1991 F Thomas (Tom) Smith
          Mail Stop AISH - PO Box 3621   Portland  Oregon USA 97208

                                        1


                                Chapter 01 - Startup


        NOTICE:  Please pay attention to messages that show on the top AND
                 bottom of the screen while you are using the M4 program.
                 The data you save by paying attention -- will be your own!


        Member and Donation Tracking System and data files require AT LEAST
        512k of installed memory.  M4 was written on a 640k machine, has been
        tested on a 512k machine, and MIGHT run on a machine with as little
        as 384k of installed memory.  M4 has been run under DOS 2.1, DOS 3.2
        and DOS 4.01 with no difference in operation found.  You should have
        at least 348k of FREE memory.  Enter CHKDSK (see your DOS manual) to
        find out how much memory you have available - FREE memory is total
        memory minus memory used by DOS and TSR "resident" pop-up programs.

        This program is designed to run from a subdirectory on a hard disk.
        Depending on the size of your hard disk and the number of other files
        and programs you have, you should be able to track several thousand
        members and their associated pledges and giving.  One of the data
        removal functions (Chapter 07) also performs a psuedo-sort operation
        and requires free hard disk space equal to that used by your largest
        file and its associated index files.  If you do not have enough
        hard disk space for this operation, simply use the non-sort process.

        Selecting any one of the three main data files moves you to the data
        entry/edit menu. See Chapter 2 for information on the HEADING file. 

        The data entry/edit menu has 7 choices, as follows:
                0 - Quit data entry/edit
                1 - Append (Add) new records
                2 - Browse thru the data file
                3 - Edit/View individual records
                4 - Labels (only for Member datafile)
                5 - Remove/Sort (pseudo-sort)
                6 - Remove Only (no sort)
                    the MEMBERS menu also includes
                7 - Sort on Last & First names

        See Chapter 7 for more information on program functions.
        
        Account 00 has a default title of General Fund Donations.  You must
        enter names for the other 99 accounts.

                                        2


                              Chapter 02 - Heading Data

        This information is used by some of the reports, most notably the
        giving statement for members' tax records, to print the information on
        your organization.  The sample data provided will show you the format.

        When you choose the HEADING data from the M4 menu, you are given a
        chance to enter new data or revise the current information.


                              Chapter 03 - Pledge File

        The Pledge file is short and simple.  A place for the MEMBER NUMBER,
        and a place for the actual PLEDGE, one of each.

        The MEMBER NUMBER is used here, in the Giving file, and in the Member
        file, to link the three files together.  This "number" may actually be
        any combination of letters and numbers, the choice is yours.


                             Chapter 04 - Giving File

        The Giving file has the MEMBER NUMBER, GIVING, DATE, and CODE.
        Whole dollars may be entered without the .00 for cents.  No commas.
        
        The CODE may be one or two digits, numbers only.  The title for a
        code will show at the bottom after you have entered the code number.

        The DATE field STARTS with the current date that you or your clock card
        gave to DOS.  If you override this date, as you might if entering the
        weekly donation record several days later, the "default" date entered
        into this block stays at the new date until overridden again.

        The TOTAL figure just above the entry area is for your aid in checking
        the numbers you enter.  If you enter a wrong amount AND catch the error
        BEFORE you finish the current entry, you may press the UP arrow and fix
        the amount.  If you notice the error AFTER you finish the current entry
        (the TOTAL amount has changed from the last entry) you MUST do the EDIT
        function to change the amount and cause the program to fix the TOTAL. 



        See Chapter 6 to learn how to use the data entry/edit screens.

        Please note that the LABELS menu choice will NOT work while you are in
        the Pledge or Giving data areas.  The M4 menu is nearly the same for
        each of the data areas, but LABELS only works in the Member data area.
        If you will look at the lower left corner of the M4 menu that is used
        for data entry/edit, you will see that the file status is displayed.

                                        3


                              Chapter 05 - Member File


        The Member file, as well as being the place to keep your member's name
        and address (plus some other general information) is the master place
        to use for assigning the MEMBER NUMBER that is used to relate all three
        files together (Member, Pledge & Giving) for printing tax statements.

        Since there is no way of knowing every possible need of all kinds of
        organizations, the program was written so as to allow duplicate MEMBER
        NUMBER entries.  The positive side of this is that you will not need to
        think up unique indicators for each person/family, if the person/family
        does not donate, you instead may put something as generic as MEMBER or
        VISITOR in this block.  The negative side of this is that YOU, and not
        the program, must insure that duplicate "real" numbers are not entered
        for two or more data records.  There is a report, printed in the MEMBER
        NUMBER order, to help you keep track of issued "real" numbers.
        
        The Member file has the following data elements:

        LAST NAME should not include initials, or the directory will look odd.
        Putting , Jr (comma-space-Jr) or similar works just fine.

        MEMBER NUMBER may be any legal character.  You may wish to assign a
        4-digit number for financially active people, and just a word MEMBER
        or PROSPECT (or whatever) for people who attend but do not donate.  If
        you use letters, they are converted to all capitals upon entry.

        FAMILY SALUTATION may be according to your preference.  This, plus the
        last name field, combine to print the entire family name.

        CHILDREN contains space for several children, for the directory.

        ADDRESS, CITY, STATE, and ZIP are the "standard" entries.  The entries
        for city, state and zip will "refresh" themselves from your most recent
        input during Append, to speed data entry when from the same area.

        POSTAL KEY-LTR is optional, and may not be needed by all groups.  This
        is provided for those with a large mailing area, who need to separate
        labels PRIOR TO the zip code.  If you use this key at all, you must put
        a letter or number in this block for ALL entries.  The sort order is by
        PostalKeyLtr-Zip-LastName for mailing labels, if not sorted by name.

        PHONE includes the area code.  If you enter a number, the area code
        must be entered as well.  Blank is converted to 000-000-0000 by M4.

        NAME #1 and NAME #2 are printed ONLY in the "master" directory,
        which is usually used by your office staff

        Number 1 WORK # and number 2 WORK # are printed ONLY in the "master"
        directory, which is usually used by your office staff.
        
                                        4


        STATUS is any one letter (or number) you choose to enter.  You might
        put an M for a Member of your group, or an A for someone who is Active
        but not an official member, or anything else you decide to use.  The
        default value for this space is an M and is placed there by M4.

        TEL-DIR is a Yes/No entry (True/False to the computer) and is used by
        the reporting modules A or K to print the regular telephone directory.

        NL-LABEL is another Yes/No entry.  You would usually use this choice
        as a selection criteria when printing mailing labels for a NewsLetter.

        LOCAL is the last Yes/No entry.

        The three yes/no entries all start with a default of Yes (True).  You
        may enter Y or T and N or F (No/False) and M4 will accept either.

        DATE OF ENTRY is taken from DOS during entry or edit.

        MISC is a small place for your comments.


        The "usual" master index is by last name, to make it easier to find a
        particular entry.  Since this does not always put your members in the
        proper order for a telephone directory, the Members menu has an option
        to "pseudo-sort" the members data by last -AND- first (family) names.
        The pseudo-sort is not a physical sort, which requires lots of memory
        and lots of time, but is instead a copy in the desired order.  This
        copy/sort requires FREE hard disk space equal to the size of the file.

        When printing labels (or a form letter) you will be asked if you want
        to make a "selection" of only certain members.  This process builds a
        comparison expression (such as lastname=Smith) which is checked against
        each entry in the file for a "true" condition.  The expression that you
        build, which picks from the entire set of information, may only be one
        line (70 characters).  (lastname=Smith is 14 characters)  This means
        you will be able to build a compound (several search items) expression
        of "about" 3 or 4 different items to compare against.  Report E and 
        Report I also provide you with the opportunity to make a selection.
        
        
        If nothing prints, especially if you have made a selection, the most
        likely cause is that there was simply no data available that matched
        the criteria (built-in or selected) for the particular report.

                                        5


                            New features added April 1990
          
          
          You may now enter "skill/talent/interest/class" codes for each of
          the two main members of a data record.  This new information is
          in the center of the data entry/edit screen for members.
          
          You change the codes/titles by means of the TALENTS selection on
          the main system menu.
          
          Please be aware that the "skill bank" reports (especially Z) are
          slow in printing - there is a LOT of work going on for these to
          compare M4 data fields to each of the 99 possible titles.
          
          
          If you are updating from MDTS version T to the new version 4 there
          is a "hidden" selection on the main system menu.  Version T would
          have been called version 2, if I had then been using numbers.
          
          Press U (Update) at the main system menu.  You must have your old
          MEMBERS.DBF file in the directory.  Your old data will be appended
          to the new M4 data file and the indexes will be created.
          

          DO NOT ATTEMPT TO RENAME YOUR OLD "T" FILE TO THE NEW FILE NAME !!
          
          See Appendix B for information on upgrading from Version 3 to 4.




          
          
          
                                        6


                 Chapter 06 - Cursor Movement - The Keyboard & Screen



        IMPORTANT NOTICE:       Please pay attention to all the messages that
                                will show on the top AND bottom of the screen
                                while you are using the M4 program.  The data
                                you save by paying attention will be your own!




        The TOP of the screen is where STATUS messages will show, such as the
        word *DELETED* when you have marked a record for deletion.

        The BOTTOM of the screen is where DIRECTION messages will show, such as
        a message to press the PgDn key to go to the end of a data entry/edit
        screen, and on to the next process, without having to press the enter
        key at each data space to "step-through" the data entry/edit screen.

        During data entry/edit, if you notice a mistake on a prior line, you
        may use the UP-ARROW key to move backward through the data screen.

        The LEFT-ARROW and RIGHT-ARROW and BACKSPACE work on the current line.

        When M4 gives a direction message to RETURN you press the RETURN or
        ENTER key to return to the previous program level.  If you are in the
        Browse mode, and press E (for {E}dit), and then press Return when you
        are done editing, you will return to browsing the file.

        When you give the DELETE command, the program actually only MARKS the
        entry TO BE DELETED and does not immediately remove the data.  You
        must then call the Remove function from the M4 menu.  Care should be
        taken, as the remove function is PERMANENT!!!  That is why this data
        deletion was made a two-step process.

        If you decide that you do not wish to delete an entry, you may simply
        press the delete key again to "un-delete" the entry.
        
        NEVER DELETE THE LAST ENTRY IN A FILE -- YOU MUST HAVE AT LEASE ONE!!

        Remove on selection 5, the pseudo-sort, actually copies the file to
        a new file IN THE ORDER OF THE PRIMARY INDEX KEY while leaving behind
        the records marked for deletion.  The reason for this "psuedo-sort" is
        that having PHYSICAL data in the same order as the LOGICAL-data-INDEX
        will make reports that print in index order run slightly faster.

                                        7


                           Chapter 07 - Program Functions

     1  The APPEND (add to data file) choice presents you with a "shell" to
        use for fill-in-the-blank data entry.  Each time you complete entering
        a data item, either by filling in the allocated space or by pressing
        the enter/return key, the cursor will jump to the next data space.  The
        cursor moves left-to-right and top-to-bottom.  If you notice an error
        after you have moved on to the next block, you may press the up-arrow
        key and move back a block at a time.  When you press enter/return for
        the last item, OR if you press the PgDn (PageDown) key at any time,
        M4 adds your entry to the data work area, and gives you a chance to
        add another entry or to finish the current append operation.

     2  The BROWSE selection allows you to quickly page through your data to
        locate a particular item.  You may use the up/down arrow keys, and
        the PgUp/PgDn keys for movement.  Once you find an item that you want
        to edit, you simply press the E key to go to edit mode.  When in edit
        mode, you must press the E key AGAIN to tell the program that you
        really do want to edit the entry.

        Pressing the RETURN (enter/return) key, when you are in "ready" mode
        (with all the messages at the bottom of the screen) will "return" you
        to the previous function.  So, if you came to edit from the browse
        function, you will then return to browse.  Another return key would
        then send you from browse back to the main selection screen.

     3  While at the EDIT "ready", if you press a special DELete key (or the
        D key) to delete a record, it is actually only MARKED for deletion.
        A separate operation is needed to physically remove records.  You may
        also press the delete key again to "un-delete" a record.  Watch the
        status message at the top (just to right of center) of your screen.

     4  The LABEL function will print your selected member list.

     5  The REMOVE function does two things.  First, it removes any records
        that you have marked for deletion.  Second, it copies (psuedo sort)
        the records so they are in the same PHYSICAL order as the index.
        The remove function creates a temporary file that is the same size
        as your original data file, minus any deletions, meaning that you must
        have space on your hard disk for this remove/sort to work.

     6  This REMOVE function does not do a sort, and is the faster of the two.
     
     7  The usual "main" index of the Members file is by last name alone, to
        make it easier for the program to find a particular record - since a
        user will not need to enter last and first names.  Since using only a
        last name sometimes produces odd reports, the Members menu screen has
        an option 7, to reorder the file.  This option requires as much free
        hard disk space as the size of your Members data file.
     

                                        8


        Selecting REPORTS sends you to a report selection menu.
     
        ACCOUNTS is where you enter or update the titles to go with each of
        the 99 possible accounts.  The 00 account is set by the program, and
        is used if you do not enter anything in the CODE field for giving.



                             Chapter 08 - Mailing Labels


        When you select labels, you will first be given a choice of Zip Code or
        Last Name as the printing order.  Remember that the Zip Code order is
        actually based on the PostalKeyLtr-ZipCode-LastName index key.  This
        means that if you have, for instance, ONE person with an A in the block
        for Postal Key-Ltr, that ONE person will print first no matter the Zip.


        After the print order choice, you will be asked if you wish to specify
        a condition on the output.

        If you answer Y for YES, you will be shown a menu.

        This menu lists every data element in the Member file, for you to
        choose by entering the appropriate number from the list.

        After you enter the data item number, you next pick an operator to act
        upon that data item, such as EQUALS.

        Finally, for this one data item, you enter the value you wish to use
        in the comparison, such as LABEL EQUALS T to print labels only for the
        people in your file that you have decided will receive your newsletter.
        (The "T" in LABEL EQUALS T stands for "True", F stands for False.)


        Next, you pick a connector for another data item, or the DONE number.


        Last, you will be asked whether you want output to go to the {S}creen
        or the the {P}rinter.  Press the first letter of your choice.

        Be sure your printer is on and ready BEFORE you press P for printer.
        
        The {S}creen option is provided solely for you to see that there is, 
        in fact, data to be printed.  It does, however, take lots of time.

                                        9


                              Chapter 09 - Reports

        The M4 listing of included reports, and their letters, are:

             A. Telephone Directory           N. One Page of Statistics
             B. Master Office Directory       O. Count of ALL Zip Codes
             C. Name and Number List          P. Zip Count LABEL = True 
             D. Number and Name List          Q. Style A with selection
             E. Member Giving Statement       R. Style K with selection
             F. Summary Pledge & Giving       S. Giving by Number Detail
             G. Summary Giving-Pledge-#       T. Total plus 100 Accounts
             H. Giving by Date Summary        U. Report of Skills
             I. Giving by Date Detail         V. Report of Talents
             J. Report of Pledges             W. Report of Interests
             K. Alternate Telephone Dir       X. Report of Classes
             L. UN-Directory Listing          Y. Visitation One-Liners
             M. List of Accounts              Z. All Data U + V + W + X


        The Finance Committee reports DO NOT include names.  During development
        of M4 your diligent programmer found that EVERY organization providing
        ideas and advice wanted to be sure that the Finance Committee would be
        kept free of any "pressure" association with individual members.
        
        Report E is formatted for standard left-side "window" envelopes.

        Reports F and G are NOT the same.  Report G has all GIVING reported,
        with a pledge if there is one.  Report F has all PLEDGES reported, with
        actual giving if there is any.

                                        10


                            Chapter 10 - End-of-Year



        CAUTION!  This End-of-Year process over-writes existing data files!


        Follow these steps:

        1 - Make a history floppy disk (or two) and store in a safe place.
            The only files you need to copy end with a .DBF extension.  You
            may, however, copy *.MEM files if you wish to keep a copy of the
            various titles that were active with the data files.

        2 - Select MAIN MENU item 9 and read the on-screen instructions.  Be
            aware that this operation requires FREE HARD DISK SPACE equal to
            the size of your data and code/title files.


        This process deletes all .NTX (index) files (don't worry, M4 will
        easily --in fact MUST-- recreate the index files) and copies the
        original, one-entry "shell" Pledge and Giving files to start a year.

        The Members file is copied to backup, but otherwise stays the same.
        


        If, for any reason, you ever need to restore data files from a floppy
        disk, you MUST FIRST ENTER THE DOS COMMAND
                DEL *.NTX
        to delete all index files.  The M4 program will (MUST!) create new
        index files to match the new/restored data files.


        DO NOT EVER restore files from floppy without this DEL *.NTX step!

        DO NOT EVER restore files from floppy without this DEL *.NTX step!

        DO NOT EVER restore files from floppy without this DEL *.NTX step!
        
        
        The Pledge and Giving files are ALSO on the distribution disk with a 
        file extension of .BAK, in case you copy in the wrong direction.
        

                                        11


                             Chapter 11 - Form Letters

        The "form letter" function of M4 is a very simple, ONE PAGE place
        for you to use for messages to your members.  The letters are kept in
        a M4LETTER.DBF data file, accessed by selecting 6 from the main menu.
        The number of letters is limited only by your available disk space.

        The form letter sub-menu has only 5 selections for you:
                0 - Return to the M4 main menu
                1 - Append (add new letters)
                2 - Browse the letters by TITLE
                3 - Edit & Form-Letter generator
                4 - Pack (removed marked letters)

        After you have added your letter (look at the examples provided) you
        select 3 to actually print your letter.  While at the Edit screen, but
        not actually in the Edit mode, you press an F to select Form Letter.

        You will next be asked for a selection, like the labels.  You may now
        select by name, or zip code, or member code, or anything else you care
        to use as a "filter" to only print letters for selected members.

        If you do make a selection, M4 will "extract" from the main data file
        according to your criteria, and create a temporary file.  The temporary
        file is deleted after the form letters are all printed.

        While adding/editing a letter, the following keys will work:
                home - goes to the beginning of the line of data
                end - goes to the end of the line of data
                left/right arrows - move left or right
                backspace - "eats up" character to the left
                del - deletes the character under the cursor
                ins - switches into/out-of insert mode
                PgDn - quickly finish the current screen "page"

        The form letter is NOT, however, a full-fledged word processor.

                                        12


                                    Appendix A

                                  SPECIAL NOTES!


        NOTICE:  Please pay attention to messages that show on the top AND
                 bottom of the screen while you are using the M4 program.
                 The data you save by paying attention -- will be your own!

        Make sure that you ALWAYS exit the program by "stepping backward" from
        menu to menu, so the program may properly update and close data files.

        DO NOT EVER restore files from floppy without a DEL *.NTX step!

        DO NOT EVER restore files from backup without a DEL *.NTX step!
        
        NEVER delete the very last entry from a data file.  You must ALWAYS 
        have at least ONE record in every data file or M4 will not work.

        After you have entered some actual data into the Giving file, be sure
        to delete the ZERO-DOLLAR entry that is in the "shell" data file, or
        the statistical report will be skewed by a false entry.
        
        Use the POSTAL KEY-LETTER only when you want to sort mailing labels 
        by using a one-digit code BEFORE the actual zip code entry.
        
        Keep the original M4 disk untouched, so you will be able to perform 
        data/program recovery in the event of problems with your hard disk.
        
        If you receive an OPEN ERROR message during the file opening/setup
        the "most likely" cause is that you did not follow the CONFIG.SYS
        instructions in your DOS manual (FILES=20) and do not have enough
        file "handles" available for the M4 program to operate.
        
        This program runs ONLY from a hard disk.  You must ALWAYS enter the
        DOS Change Directory (CD\M4) command to change to the directory you
        have established for M4 before entering M4 to start the program.
        
        The PATH command in your AUTOEXEC.BAT file (see your DOS manual) is
        important so M4 will know where to find the COMMAND.COM processor.
        
        If you ever have problems, send a FULL letter describing your system
        and what you were doing when the problem occured.



                                    Appendix B

                              Managing Multiple Files


        With version 4, you have more flexibility (and options) in how you
        design and use your "sets" of data files.  Since you may now have
        upto 26 (A-thru-Z) sets of data files, you need to be VERY CAREFUL
        when you perform a year-end process to insure data integrity.
        
        FOR EXAMPLE:  Suppose you have TWO sets of files, which you have
        named as "A" and "B" data sets.  To make a year-end copy of the "A"
        files for 1991 you would use A91 as your code, and you would then
        use B91 as the code to run the year-end process for "B" files.  The
        end result of this would be the following sets of files:
        
              Set-A         Backup             Set-B         Backup
             ReSet Orig     old Orig          ReSet Orig     old Orig
                    
             A04_ACTS.MEM   A04_AMEM.A91      B04_ACTS.MEM   B04_AMEM.B91
             A04_CODE.MEM   A04_CMEM.A91      B04_CODE.MEM   B04_CMEM.B91
             A04_NAME.MEM   A04_NMEM.A91      B04_NAME.MEM   B04_NMEM.B91
             A04_HEAD.MEM   A04_HMEM.A91      B04_HEAD.MEM   B04_HMEM.B91
             A04_PLED.DBF   A04_PDBF.A91      B04_PLED.DBF   B04_PDBF.B91
             A04_GIVE.DBF   A04_GDBF.A91      B04_GIVE.DBF   B04_GDBF.B91
           * A04_MBER.DBF   A04_MDBF.A91      B04_MBER.DBF   B04_MDBF.B91
        
        * The name/address file for a "set" is copied to backup, but is NOT
        reset to a "shell" file as are the pledge and giving files.
        
        You may, of course, manually copy your current member and code files
        to a new "set" (COPY A04_MBER.DBF B04_MBER.DBF and so on, remember
        to enter DEL *.NTX !) to keep "last year's" data intact for reporting
        while starting a new year's worth of information.  Do not copy the
        pledge and giving files and the M4 program will create them for you.
        
        The M4LETTER.DBF file remains unchanged and is the same for all sets.
        
        To restore a data set you must MANUALLY delete ALL originals in the
        set and then rename ALL backups in the set (remember to delete the
        index files!!!).  Or, you may use the DOS copy command to overwrite
        the originals (COPY A04_GDBF.A91 A04_GIVE.DBF -- and so on....).
     
     
        Be sure that your CONFIG.SYS file has the following two lines:
             BUFFERS=20
             FILES=20

        These are MINIMUM values for M4.EXE to work.



        You MUST have the three files ending with BAK in the M4 directory!!!



                              Appendix B -- continued

                              Managing Multiple Files


        To update from version 3 to version 4 you may COPY your files:
        DO NOT EVER restore files from backup without a DEL *.NTX step!
        
            Original       DOS Command (create "A" data)      New M4 File
               
            LETTERS.DBF    COPY LETTERS.DBF M4LETTER.DBF      M4LETTER.DBF
            MEMBER3.DBF    COPY MEMBER3.DBF A04_MBER.DBF      A04_MBER.DBF
            GIVERS.DBF     COPY GIVERS.DBF A04_GIVE.DBF       A04_GIVE.DBF
            PLEDGE.DBF     COPY PLEDGE.DBF A04_PLED.DBF       A04_PLED.DBF
            ACT_MEM.MEM    COPY ACT_MEM.MEM A04_ACTS.MEM      A04_ACTS.MEM
            CODE_MEM.MEM   COPY CODE_MEM.MEM A04_CODE.MEM     A04_CODE.MEM
            NAME_MEM.MEM   COPY NAME_MEM.MEM A04_NAME.MEM     A04_NAME.MEM
            HDR_MEM.MEM    COPY HDR_MEM.MEM A04_HEAD.MEM      A04_HEAD.MEM


        Menu selection C allows you to copy an entire SET of data from one
        "letter set" to another.  This feature might be used to "clone" a
        data set when you wish to maintain multiple years of information.
        
        FOR EXAMPLE.
        
        You have 1991 information keep in an "A" data set.  At the end of the
        year you wish to keep your 1991 data current to be able to print your
        reports during the early parts of 1992 (there is sure to be someone
        who will lose his/her donation statement, and will then need to have
        one printed in April to complete tax processing).
        
        Accomplishing a multiple year setup is a two step process as follows:

        1 - Select C from the main menu, and follow on-screen instructions.
            This option will permit you to copy an ENTIRE DATA SET from the
            CURRENT ACTIVE DATA SET to a new set which you will select.  If
            you select an existing data set as your destination you will be
            given the opportunity to exit or to replace the existing data
            set.  If the data does not already exist, or if it does and you
            decide to replace the old data, your current active data set
            will be copied to the new data set.  (ie A04_*.* to B04_*.*)

        2 - You now need to go back to the main menu and select the letter
            of the NEW data set.  Once you have the new data set current,
            perform an end-of-year operation to set your pledge and giving
            files back to zero in preparation for entering new data.
        
        
        Or, you may wish to always have the "current year" as data set A,
        and use the data set copy routine to have some other letter as
        prior year data, to be available to replace a lost report.



                Appendix C - REGISTRATION FORM - Version 4.2.9

     M4 is distributed as ShareWare.  This is a marketing and distribution
     process, and DOES NOT mean that M4 is "free" software.  Individuals
     are permitted (even encouraged) to copy and use M4 for a trial period
     of up to 90 days without payment of any fees.  After a 90-day evaluation,
     you send $45.00 to register M4 - or you must cease using the program.
     
     Besides paying for a program that you are using, registration brings
     you several benefits that you do not have if you do not register:
     1 -  You will be sent a copy of the latest version of the program;
     2 -  You qualify for mail support in the event you have a problem;
     3 -  You qualify to request (at $10 each) custom reports;
     4 -  You qualify to purchase (for $55) the Clipper source code.
     
     Please fill out this registration form and send it, and your check for
     $45 ($100 if buying source code), made payable to F Thomas Smith:
     PLEASE PRINT OR TYPE (Tom does not read script very well)
     
     NON-US ORDERS USE INTERNATIONAL MONEY ORDER PAYABLE IN US DOLLARS!!!
     
     Name ________________________________________________________________
     
     Address _____________________________________________________________
     
     City/State/Zip ______________________________________________________
     
     WARRANTY:  Sigh... Our suit-happy society, and Tom's legal advisor,
     requires that the following disclaimer be added to this document.
     
     The Member and Donation Tracking System (M4) is provided "AS-IS"
     with no particular fitness for any purpose whatsoever.  No statement
     of purpose, either explicit or implied, may override this paragraph.
     
     If you buy M4 from a ShareWare dealer and the program does not work
     due to defect of the floppy disk transmission medium, return your disk
     to that dealer, not Tom, for refund or replacement.
     
     Disks purchased directly from Tom that prove to have a physical
     defect will be replaced, at no cost, upon return of the defective disk.
     
     Verified M4 program malfunctions ("bugs") will be fixed and a new
     program will be issued at no cost to the user.  If the bug is one that
     may not be fixed Tom will, at the request of the REGISTERED user,
     refund the $45 registration fee.  Tom's liability will not, under
     any circumstances, extend beyond returning the $45 registration fee.
     
     Not having sufficient memory for M4 to run is not a bug!!!
     
     THERE IS NO REFUND AVAILABLE IF THE SOURCE CODE HAS BEEN PURCHASED.
     
     F Thomas (Tom) Smith, Mail Stop AISH - PO Box 3621 Portland OR USA 97208
