                                   CONTACT TRACKING SYSTEM
                                         VERSION 3.1
                                        DOCUMENTATION


       The Contact Tracking System (version 3.1) is produced and
copyrighted by Jamal Mazrui of Access Success.  It is a shareware
database management system for keeping track of contacts of people
and companies, and the ongoing status of relationships with those
contacts.  A contact file contains address and phone number
information about each contact;  a status file contains dates and
descriptions of events in connection with those contacts.  A wide
range of operations can be performed on each record including the
ability to create the skeleton of a letter to a contact and load it into
your word processor, address an envelope, and dial a phone number
with your modem.  Report options include mailing labels, a list of
reminders organized chronologically, and mail merge form letters. 
  
       The system is written to work well with a speech synthesizer
and screen reader program.  It will automatically verbalize relevant
information.  It is also meant to be visually friendly, however, and
need not be used with speech output.

       The 3.1 version of CTS has many improvements over earlier
versions, based to a great degree on feedback from users.  Refer to the
file 'UPGRADE.TXT' for a list of features and changes incorporated in
this version.  Feedback is appreciated from users, including information
on any program bugs or typographical errors discovered, on effective
uses of the system, and on ideas for future improvement.


                                          CONTENTS


Introduction
Installation
The Menu Interface
The Update Interface
Adding, Editing, and Deleting records
Searching for Records
Tagging and Untagging Records
Writing and Viewing Memo Text
Counting, Listing, and Examining Records
Generating an Individual Letter
Transferring Records
Zooming to the STATUS File
Dialing with Your Modem
The Report Interface
Report Types
Generating Form Letters
Utilities
Creating New Contact Files
Installing Contact Files from Other Sources
Registration Information
Help Screens


                                        INTRODUCTION


       The Contact Tracking System is written and compiled in the
Foxbase Plus programming language:  a "dialect" of the DBASE
language, widely used for database management applications on IBM-
compatible personal computers.  Portions of the code were generated
using the Genifer development tool (copyright by Bytel Corporation). 
Data is stored in the standard 'DBF' file format, so conversion of data
between this and other applications is not technically difficult.  If you
are currently storing contact data with another program and may wish
to convert it to the CTS format, you can inquire about a conversion
service offered to CTS customers.

       The Contact Tracking System (CTS) is contained in two archive
files:  CTS31#1.ZIP and CTS31#2.ZIP.  These archives can be
uncompressed with the PKUNZIP.EXE utility (copyright by Phil Katz). 
The first archive, CTS31#1.ZIP, contains all program and
documentation files specific to this system.  The second archive,
CTS31#2.ZIP, contains the Foxbase Plus interpreter software (copyright
by Fox Software), needed to run programs written in the Foxbase Plus
language.            

       To repeat, the Contact Tracking System is not a self executing
program like programs which have a 'COM' or 'EXE' extension. 
Rather, it requires Foxbase software to interpret and execute code during
its operation.  The second archive of this package contains either the
demo or runtime version of the Foxbase Plus interpreter.  In accordance
with the author's license agreement with Fox Software, the fully
functional runtime version must be distributed directly by the author to
each user.  It cannot be posted on a bulletin board or distributed by one
user to another.  The demo version, however, can be freely distributed
without these limitations.  It is fully functional except for a limit of 120
records per database file.  You may thus use and share the demo version
of this package all you like, but you need to contact the author directly
to purchase the fully functioning version, which you may not distribute
to others.


                                        INSTALLATION


       Consult the 'INSTALL.TXT' file for instructions on performing
a convenient, automatic installation of the Contact Tracking System. 
The file 'README.TXT' provides instructions for a manual
installation.  These are also summarized here as general information.

       CTS may be installed by uncompressing the two distribution files,
'CTS31#1.ZIP' and 'CTS31#2.ZIP' into a new directory on your hard
drive, such as 'C:\CTS'.  Then change to this directory and enter the
name of the batch file that loads the system.  The demo package
incorporates the 'FOXPLUS.EXE' interpreter software and the batch file
'CTSDEMO.BAT.'  The runtime package uses the 'FOXPRUN.EXE'
software and the batch file 'CTS.BAT.'  You will thus enter either
"CTSDEMO" or "CTS" at the DOS prompt to load the Contact
Tracking System.

       Configuration information specific to your installation is stored in
a file called 'CTS.CNF', which the program reads during the loading
phase.  If no 'CTS.CNF' file is found, you will be presented with two
configuration help screens, followed by two screens for entering
configuration information.  After responding to the prompts for
configuration data, a configuration file will be created and you will be
presented with the Main Menu of the system.

       The rest of this document provides operating instructions for CTS. 
Other, miscellaneous documentation is contained in files with a .TXT or
.DOC extension.  One of these, 'FILELIST.TXT', is a list of the names
and purposes of all files in the CTS package.

       Three types of user interfaces appear consistently throughout the
Contact Tracking System, corresponding to the tasks of selecting from
menus, updating databases, and generating reports.  After these
interfaces are explained, the specific reports and utilities available will
be described.  Next is information on contacting the author and
obtaining the full, registered package.  Finally, all help screens are
presented to serve as a summary and reference.  


                                     THE MENU INTERFACE


       Menu screens are laid out as follows.  On the third line from the
top are two screen titles:  the title of the system, "Contact Tracking
System", at the left and the title of that particular menu at the right,
e.g., "Main Menu."  Below this, menu options are displayed, one per
line.  One of the menu options will be highlighted, indicating that it is
the "current" option, the one that will be selected if you press the Enter
key.  Pressing the Up or Down arrow keys will change the current
option to the one above or below accordingly.  Thus a menu option can
be selected by pressing the Up or Down arrow keys until it becomes the
current one, and then pressing Enter.  
       An alternative, quicker method of selecting an option is to press
the first letter of that option, regardless of what is the current option at
the time.  For example, if "Help" is an option on the menu, pressing the
letter 'H' will select the "Help" option and display a help screen giving
more information about each option on the menu.  "Help" is usually an
option, so selecting it is a good way to explore the system.  Pressing F1
is an alternative way to request help.  Selecting a "Quit" option or
pressing Escape will exit the menu and return you to the screen from
which you entered that menu.

       On the bottom (25th) line of the screen a description of the
currently highlighted option appears.  It includes the single letter "hot
key" that may be used to select that option, regardless of what option is
currently highlighted on the menu.  For example, the description line of
the "Help" option is

H = Display help screens

This serves as a learning aid and reminder.  Unless your screen reader
is configured to read lightbars, it will read the description line (on the
bottom of the screen) rather than the highlighted option (in the middle
of the screen) when you read the current line or move among options
with the Up and Down arrow keys.  Some screen readers require
tracking with the "hardware cursor" for this to work properly.

       When you enter a menu screen, the menu title and current option
will automatically be spoken by your speech synthesizer.  If your screen
reader is configured to read the current line after pressing the Up and
Down arrow keys, then the changing current option will be spoken to
you as you use these keys to move among menu options.  Depending on
the speed of your computer, you may need to configure your screen
reader with a "cursor delay" so that the correct option is spoken, rather
than the previous one the cursor was on.


                                    THE UPDATE INTERFACE


       An "update" screen is a screen with options for updating the
information contained in a database.  The name of the database file
being updated is displayed at the upper right.  Below this are field
names and field data, one field per line.  Line 24, the second to the last
line of the screen, displays the highlighted name of the current option,
and a brief help message about keys that can be used.  For example, the
line might say

Press first letter or arrow keys.  Enter for Retrieve          F1 for Help

Thus the "Retrieve" option can be selected by pressing Enter.  It is the
default option on the Update Menu, since it is used most frequently
(explained later).  Like other menus, a description of the current option
appears on the bottom line, line 25.  For example, the description line
for "Retrieve" says

R = Retrieve a record by its key fields

An update option can be selected by pressing its first letter, or by
moving to it with the Up and Down arrow keys and then pressing Enter. 
With a screen reader, the line describing the current option, Line 25,
will be read each time you move to a new option.  

       On the update screen, field data from one record is displayed at a
time, that record being the current record.  For example, a CONTACT
database includes fields for a contact's name and address.  When an
update screen for a CONTACT database is presented, lines displayed
will include field names of "FIRST NAME," "LAST NAME," "CITY,"
etc. and their corresponding field data from the current record, e.g.,
"Jane," "Doe," and "Sometown," etc.  Each time a new record is
displayed, the record is identified verbally by summary information
being spoken, rather than verbalizing the whole record.  This summary
information is usually the data that makes that record unique, that is,
distinguishes it from others.  In a CONTACT file, it is the combination
of a last name, first name, and company.  In the TYPES file, it is the
status type, etc.  After the current record has initially been displayed
visually and identified verbally on the screen, it can be identified
verbally again at any time by selecting the "Identify" option from the
Update Menu, invoked with the single '?' (question mark) character. 
This provides a quick way of knowing what record is currently displayed
without issuing a screen reader command to hear the whole screen.  As
well as the regular identifying information, this command will verbalize
the date the record was last updated, as displayed visually on the top line
of the screen.


                           ADDING, MODIFYING, AND DELETING RECORDS


       From the Update Menu, select "Add" to add a new record, e.g.,
a new friend if updating a file of personal contacts.  Select "Copy" to
add a new record containing much of the same data as the current
record.  Just change the fields that are different.  Select "Modify" to
modify data in the current record.  Select "Delete" to delete the current
record.  You will be prompted for confirmation.  Think of the deletion
as permanent.  However, if you have really made a mistake, you can
select the "Undelete" command, which will restore all records deleted
in the current update session.  Deleted records are permanently removed
when you return to the Main Menu, unless there are over 500 records
in the file--in which case you are prompted to do this since the
processing time may be significant.

       When adding or modifying a record, or performing any operation
which gives you field by field access to the record on the screen,
pressing Enter will move you to the next field and pressing Tab will
move you to the previous one.  (The Down and Up Arrow keys also
work, but will cause double speech with a screen reader as it tries to
speak the new line in addition to the system automatically doing so.) 
Page-Up will jump to the first field and page-Down will jump to the
last.  The cursor will be placed on the first character of the field data,
which is to the right of the field name.  Your speech synthesizer will
automatically speak the field name and current field data when you move
to a new field.  
       You can enter characters into a field or just press Enter to leave it
the way it is and move on to the next field.  A warning beep will sound
if you fill a field that contains data of a variable length, e.g., after
typing 38 characters in the COMPANY field.  This alerts you to the fact
that typing any additional characters will overwrite existing ones in the
field.  Pressing Control-Y will delete data from the cursor to the end of
the field.  Pressing F6 will delete all data in the field and place the
cursor at the beginning of the field.  You can press Escape or Control-Q
to abort the editing of that screen of fields.  You can press F10,
Control-End, or Control-W to save the current data in all fields.  This
is a shortcut to pressing Enter repeatedly until you get past the last field. 


       Pressing F1 will display a help screen giving more information
about the current field, including the number of characters of data the
field contains, any automatic formatting of the data, and an example of
data.  Pressing F4 allows you to change the automatic formatting of data
in certain fields.  Pressing F4 while on the zip code field, for example,
allows you to alter the format from American to British or vice versa. 
Pressing F4 on the state field allows you to change the format from all
letters being capitalized to only the initial letter being capitalized. 
Addresses outside the U.S. can thus include a state or province of up to
10 characters, rather than a 2 character abbreviation.


                                    SEARCHING FOR RECORDS


       Several options on the Update Menu help you locate a specific
record.  CONTACT records are indexed in alphabetical order by last
name, first name, and then company.  STATUS records are indexed in
chronological order by the WHEN field.  Select "Next" to go to the next
record in the index order.  Select "Previous" to go to the previous
record.  Select "Beginning" to go to the beginning or first record, and
"End" to go to the end or last record.  Select "Jump" to jump forward
or backward by more than one record.  You will be prompted for the
number of records.  Entering a positive number will jump forward or a
negative number will jump backward that many records.

       Select "Retrieve" if you remember values in the key fields of a
record you wish to locate.  Since this command is the default on any
Update Menu, you can simply press Enter, instead of the letter 'R'
(though that will work too).  In a CONTACT database, you will be
prompted for the last name and then company of the contact.  You need
not enter all characters of the last name, only enough to make it unique. 
For example, you could just enter "maz" to find a last name of
"Mazrui."  Similarly, if you want to find the record of a particular
company, you can just enter the first few characters of that company's
name.  Most of the time, you will only need to enter data in the LAST
NAME field and can leave the COMPANY field blank, since this will
usually isolate the record you want.  If the contact has a company name,
but no data in the LAST NAME field, however, you would leave the
LAST NAME field blank and only enter data in the COMPANY field.

       If you select "Retrieve" when updating the STATUS file, you will
be prompted for the date of the record to be found.  In FILES update,
you will be prompted for the file name.  In TYPES update, you will be
prompted for the STATUS type.  In searching for data, the system treats
upper and lower case characters the same.  If the search is unsuccessful,
the system will go to the record whose data most closely matches what
you specified.  

       If you remember values in fields other than indexed fields of a
record you wish to locate, select "Filter" to limit records displayed to
those containing the data in the filter.  You will be prompted 

Scan/Fields/Memo/>Tag/<Untag/Cancel?
       This kind of prompt is common in the system.  Choices are
separated by slash marks, the first letter of an option being the hot key
to select it.  Select "Scan" (the default) to scan all fields of each record
for a particular string of characters.  For example, you could scan the
database for all records containing "pizza" if you were trying to look up
all possible pizza delivery places.  Records would be selected that
contained the string "pizza" in the company or notes field (or in any
other field).

       Select "Fields" if you want to set a filter based on values occurring
in particular fields.  All fields will be available for entering data in the
filter.  For example, entering "Boston" in the CITY field will set a filter
so that only contacts whose city is Boston will be displayed.  If
"computer user" is also entered in the NOTES field, then a filter will be
set containing only Boston contacts with the phrase "computer user"
somewhere in the NOTES field.  To cancel a filter and have access to
all records again, press 'F' for "Filter" and then 'C' for "Cancel."

       Selecting "Memo" will allow you to search the memo field for a
string of characters.  If the string contains more than one word, they
must occur on the same line of the memo text in order to be found. 
Note that this type of filter takes significantly longer to set.

       Selecting "<" will set a filter that contains only untagged records; 
selecting ">" will set a filter that contains only tagged records.  This
allows you to tag several records and then perform operations such as
transfer and delete on only those tagged records.


                                TAGGING AND UNTAGGING RECORDS


       To tag the current record, press the '>' key.  (The greater than
sign is produced by pressing Shift in conjunction with the '.' key.) 
When the current record is tagged, the system will display the word
"Tagged" on the top line of the screen and verbally announce this after
identifying the record.  Press '<' to untag the current record.  To tag
or untag all records, or all filtered records if one is set, press the '='
key (standing for "global") and then press either '<' or '>'
accordingly.  (The equals sign is produced by pressing Shift in
conjunction with the '-' key, located to the right of the '0' key.)


                                WRITING AND VIEWING MEMO TEXT


       Besides the set of fixed-length fields, each CONTACT record and
each STATUS record also has a "memo" field, in which miscellaneous
text of variable length can be written.  Select "Write memo" to enter or
edit up to four screens worth of text in a mode that works like a simple
word processor.  The up and down arrow keys will move from line to
line.  The Home and End keys will move between words.  The delete
and backspace keys erase text as expected.  Press the F6 key to delete
a line.  Press the insert key to turn insert mode on, and insert again to
restore type-over mode.  When done editing, press the F10 key to save
the changes you've made to the memo field, or the F7 key to exit
without saving these changes.

       When the memo field of the current record contains text, the
system will display the word "Memo" on the top line of the screen and
verbally announce this after identifying the record.  Select "View
memo" to view the contents of the memo field without going into the
mode to edit it.


                          COUNTING, LISTING, AND EXAMINING RECORDS


       Selecting "Yield" will tell you the number of records in the
database file, or in the filter if one is set.  Thus you could count the
number of computer users you know in Boston by setting a filter as
previously described and then pressing 'Y' for "Yield."

       Selecting "List" will list records (in the filter if one is set), one per
line starting with the current record.  The Up and Down arrow keys
allow you to move quickly through this list with each line spoken. 
Pressing Page Up moves to the previous screen of records;  Page Down
moves to the next screen.  Control-Page-Up moves to the first screen; 
Control-Page Down moves to the last.  Press Spacebar to perform an
index search within list mode, just like the "Retrieve" command in
update mode.  When you have found the record you want, press Enter
to exit this list display of many records shown in brief, and return to the
full screen display of the record corresponding to the last line you were
on in the list.  Pressing Escape also aborts this list mode and returns you
to the Update Menu.  

       To examine each field individually in the full screen display, press
'X' for "Examine."  (The letter 'E' was already being used for the
"End" command!)  This provides a way of placing the cursor on field
data so that it can be read or spelled by your screen reader.  It is an
alternative to entering your screen reader's review mode.  You could
thus look up someone's home phone number by pressing 'X' and then
pressing Enter until you get to the HOME PHONE field.  At this point
you can use the Left and Right arrow keys to read by character, or issue
a screen reader command to spell the current word.  


                               GENERATING AN INDIVIDUAL LETTER


       Selecting "Generate" will automatically address either an envelope
or a letter to the current contact.  If you choose "Envelope," you will
be asked whether you wish to print in regular or landscape (sideways)
orientation.  If you choose "Regular," position a business sized envelope
in your printer so that the print head is at the upper left corner.  Choose
"Landscape" if you have an "HP-compatible" laser printer and find that
the envelope fits better sideways in the paper tray.  It should be
positioned so that the flap side is up and the long edge is against the
right side of the tray.

       Choosing "Letter" will create a skeleton of a letter and load this
text file into the word processor you specified during configuration.  The
default file name of the letter is the last name of the contact, or the
company if there is no last name.  At the "FILE NAME" prompt you
can press Enter to accept this default or edit the file name.  As usual,
the cursor is in overwrite mode unless you changed it to insert mode. 
Control-Y will delete the default value completely if you want to type
a whole new file name.  (F6 only deletes a field in an editing screen of
multiple fields.)  Remember that a file name can have up to 8 characters
which are optionally followed by a period and up to a 3 character
extension.  If you prefer your letters to have an extension other than the
default 'LTR', you can specify this.  For example, some users enter a
"DOC" (standing for document) extension because their word processor
expects files to have this extension.  If you are writing a second or third
letter to, say, "John Smith," then you might name the files
"SMITH2.LTR," "SMITH3.LTR," etc.

       What if you want to load an existing letter but don't remember its
exact file name?  You can enter a DOS "wild card specification" for the
file name.  For example, entering "*.LTR" will bring up a list of all
files with an "LTR" extension.  Entering "SMITH?.*" will bring up a
list of all files beginning with the word "SMITH" followed by one
character and any extension.  This list mode responds to the same
keystrokes as the one that may be entered by pressing 'L' from the
Update Menu.  Cursor to the file name you want and then press Enter.

       One more question asked before the letter is generated is whether
you wish the salutation to be formal or informal.  A formal salutation
will use the title and last name of the contact whereas an informal one
will use the contact's first name only.

       The system assumes your word processor will give the letter a one
inch margin at the top, bottom, left, and right sides of the document. 
(WordPerfect does this by default.)  The letter will be laid out as
follows:  your return address in the upper right (according to
configuration data); the current date below it; the contact's inside
address below this against the left margin; a salutation of the form
"Dear" followed by a formal or informal reference to the contact as
specified; and finally a closing of the form "Sincerely" with your full
name in the lower right.  

       Essentially, you just have to fill in the body of the letter, although
you may also have to improve its formatting before printing.  (In some
word processors, such as WordPerfect 4.2, you will want to delete the
Control-Z end-of-file character at the end of the letter.)  The letter is
saved in the letters directory you specified during configuration, and can
be re-saved there after you add the body and any formatting changes.

       A utility called 'SWAPMEM.COM' (copyright by Nico Mak and
Mansfield Software Group) is used to swap memory to disk to free up
as much memory as possible in order to load your word processor.  It
is still possible to run out of memory if you were using almost all
memory before loading your word processor.  The SWAPMEM utility
is not compatible with some memory resident software (including some
keyboard macro and network shell programs).  If your computer locks
up before or after loading your word processor, try deleting (or
renaming) the 'SWAPMEM.COM' file.  The system will then try to
load your word processor in the memory available during the operation
of CTS.  If your word processor is small or if your computer is
configured with additional (extended or expanded) memory, the word
processor may load successfully.


                                    TRANSFERRING RECORDS


       Selecting "Transfer" from the Update Menu presents you with the
"Files Menu" where you can select a CONTACT file to which you
would like to transfer a copy of the current CONTACT record.  This
allows you to create new CONTACT files out of existing ones without
re-typing.  If a filter is set, you will be prompted as to whether to
transfer all filtered records, or the current record only.  A common use
of this feature is when you want to create a CONTACT file for a special
mailing by transferring contacts to it from various other CONTACT
files.

       As a source record is transferred, the target file is checked to see
if it already contains a record with the same key value, that is, with the
same last name, first name, and company combination.  If so, you will
be prompted "Update/Replace/Display/Cancel."  Select "Update" to
replace the target record with the source record if the source was
updated more recently.  (The date a record was last updated is displayed
on the top line of the screen when at the Update Menu.  It may be
verbalized by pressing '?' to identify the current record.)  Select
"Replace" to replace the target record with the source record regardless
of the dates they were last updated.  Select "Cancel" to cancel the
transfer and leave the target record as is.  Selecting "Display" will
display for comparison the source record on the left side of the screen
and the target record on the right.  You will then be able to choose
whether to replace the address, the phone numbers, both address and
phone numbers, the work phone only, the home phone only, or the
entire record.  You may also cancel the transfer at this point.  If you are
transferring a set of filtered records rather than a single record, you will
be asked at the beginning whether to update, replace, or cancel the
transfer on records with the same key value.
  

                                 ZOOMING TO THE STATUS FILE


       On the Update Menu, a "Zoom" option is available if you are in
a CONTACT file.  This allows you to update related records in the
STATUS file. A common use of this command is after you've entered
a new contact into, say, your file of business contacts.  You may want
to write a reminder to yourself to call or write that contact about
something.  Pressing 'Z' will "Zoom" you to any STATUS records that
exist regarding that contact.  If there are none, the "Add" update option
will automatically be invoked, presenting you with the TYPE field of a
new STATUS record.  

       The 8 character TYPE field allows you to classify the kind of
STATUS record you are creating.  Several STATUS types have been
provided by default, though you may change these as you wish from the
"Types Update" module, accessed from the Main Menu.  The default
types indicate a written, phone, or in-person transaction in the future or
past between you and the individual or business in question.  As a
convention, the word "should" means that you plan to take an action and
the word "have" means that the action was taken by you. 
Correspondingly, the word "will" means that the other party plans to
take an action and the word "did" means that the action was taken by the
party.  Thus the default STATUS types are as follows:

SC = Should call
SM = Should meet
SW = Should write

HC = Have called
HM = Have met
HW = Have written

WC = Will call
WM = Will meet
WW = Will write


DC = Did call
DM = Did meet
DW = Did write

       If a planned transaction occurs, you may indicate this by either
entering a new STATUS record or modifying the existing STATUS
record by typing a new letter over the first letter of the STATUS type. 
For example, to indicate that you wrote a letter that you had reminded
yourself to do, you could modify the "SW" to "HW" to change the
meaning from "should write" to "have written."

       The "when" field can contain either the date of the transaction or
the date you entered the record (which is the default value).  An
additional STATUS type of "BD" indicates the birthday of the contact,
as entered in the WHEN field.  Other STATUS types may be added
according to your need to track transactions with contacts.

       The TYPES file contains a record for the value and description of
each valid status type.  If you are updating a STATUS record and you
enter a status type that is not found in this file, you will be prompted as
to whether you want to select, edit, or create a status type.  Pick the
"Edit" option if you realize you made a typing error and wish to alter
the spelling of the status type you had just entered.  

       The "Select" option will take you to a menu of the existing status
types and make the current option the one closest alphabetically to the
one you had entered in the field.  The STATUS type menu works like
the Files Menu, requiring you to press Enter to confirm the option you
want, since more than one STATUS type may begin with the same
letter.  The choice you selected will then be placed in the status type
field.

       The "Create" option allows you to create a new status type, that is,
to add another valid value to the list.  If you select this option, you will
be prompted for up to a 65 character description of the value.  For
example, you may have entered a status type of "MF" to indicate that
you are using this STATUS record to indicate that someone paid a
membership fee  to an organization whose membership you are tracking. 
If "MF" was not a valid status type, then rather than the cursor moving
to the next field, the system would give you a "Select/Edit/Create"
prompt.  If you press 'C' for "Create,", it would then prompt you for
a description for this new "MF" type of STATUS record.  You might
enter "Membership fee received" to indicate how this type is meant to
be used.  

       Following the TYPE field is the WHEN field, which allows you
to associate a date with the STATUS record.  Today's date is the
default, so just press Enter if that is satisfactory.  Otherwise, enter 6
digits for a date, in month, date, year order for American date format
or day, month, year order for British.  (The date format to be used
throughout the system--American or British--is an option in the
configuration utility.)  Slash marks will automatically be inserted, so
don't add these.  After the WHEN field is the WHAT field, which
allows you 62 characters to write a reminder about an event, fact, or
something to do in relation to that contact.  It is a one line elaboration
of the status type you had entered.  For example, if you entered a type
of "SC" (Should Call), you might enter "to schedule appointment" in the
WHAT field.  If you had entered "HW" (Have Written), you might now
enter "about legislative issue."  If you fill up the 62 character space of
the WHAT field, a warning beep will sound to alert you that any more
characters you type will overwrite existing characters.  To continue the
note, enter text in the memo field using the "Write" command from the
Update Menu.

       If you want to create another STATUS record on a different topic,
select "Add" again or "Copy" to use some of the same data as before. 
All update options are available here, just as with CONTACT records. 
Select "Quit" or press Escape to return to the CONTACT Update Menu.

       If you want to add or retrieve STATUS information related to
different contacts, select "STATUS Update" from the Main Menu rather
than "CONTACT Update."  In this case, related contact information can
still be examined by pressing 'X', but only status information can be
changed.


                                   DIALING WITH YOUR MODEM


       The Contact Tracking System can dial the phone number of a
contact if your computer is equipped with a modem, the connecting port
to be specified during configuration.  (Note that if your modem is
connected to 'COM3' or 'COM4', you may need to run the included
'COMMSET.EXE' utility in your 'AUTOEXEC.BAT' file for this to
work properly.)  From the Update Menu, press '#' (number sign or
Shift-3) to dial a local number.  Press '$' (dollar sign or Shift-4) to dial
a long distance number, requiring that the digit '1' and the area code be
dialed before the number.  Press '%' (percent sign or Shift-5) to dial a
"medium distance" number, requiring a '1' before the number but no
area code.  This is sometimes appropriate for phone numbers within the
same area code that are not nearby.  Press '@' (the "at sign" or Shift-2)
to dial an "internal" number, requiring only the last five digits of the
number.  This is sometimes appropriate within large businesses or
agencies that have an internal phone system such as "Centrex."  It is a
shortcut for dialing someone else at the same location (hence the "at
sign" as a memory association).

       In this situation, you would probably have to dial a '9' before
dialing an outside number.  If so, change the "dialing prefix" setting in
the configuration utility.  It should say "ATDT9," rather than "ATDT". 
Sometimes, a different dialing prefix is needed for a long distance call,
such as the digit '8'.  If so, you might enter "ATDT9" for the local
dialing prefix and "ATDT8" for the long distance one.  The "dialing
prefix" and "dialing suffix" settings can also be used to insert access or
security codes before or after the number being dialed.  For example,
you might have an "MCI" long distance account which requires you to
dial a series of digits before the number you are calling.  Just enter them
in the dialing prefix after the "ATDT" and place a ',' (comma) in any
place that requires a pause of a couple seconds (usually for the phone
system to respond with a tone).  If your phone uses "rotary" or "pulse"
dialing rather than "touch tone" dialing, then use "ATDP" rather than
"ATDT" in the dialing prefixes.

       Whether you selected the '@', '#', '$', or '%' command, the
system will prompt "Workphone/Homephone."  Press 'W' to dial the
work number of the contact, or 'H' to dial the home number.  You
should hear the modem dialing the phone.  You can pick up your
phone's receiver before the modem has finished dialing.  However, wait
until it finishes dialing before responding to the prompt "Press any key
to complete connection."  This releases the modem's control of the
phone line.  (You may still be able to hear the person you've called if
you haven't pressed a key, such as the Spacebar, but the line will be
clearer if you do.)


                                    THE REPORT INTERFACE


       A report screen displays its title in the upper right.  Below this are
fields by which you specify how the report will be generated.  Below
these fields is the list of report options separated by slashes:

Specify/Generate/Edit/Help/Quit

       Press 'S' to select "Specify".  You will be prompted as to whether
you want to "Set" or "Modify" the current report specification.  "Set"
presents the specification fields with the default field data, whereas
"Modify" presents them with the data you last entered into them.  The
first field is "OUTPUT" into which you enter whether you want the
report output to go to the screen, printer, or a file on disk.  Press the
first letter of the option you desire, the default being 'S' for "Screen." 
Next, enter the name of the file the report should be saved in if you
requested file output, the default being 'TEMP' (standing for
"temporary").  A file extension of 'RPT' (standing for report) will
automatically be given.  The file will be saved in the directory you
specified for reports during configuration.

       In the "FORMALITY" field, enter 'F' for "Formal" or 'I' for
"Informal" to specify whether names should be output with the title and
last name or with the first name only.

       The remaining specification fields enable you to set a filter, as in
the update interface, by which only records containing certain data are
displayed in the report.  In the Calendar report, for example, you can
set a filter so that only status records between the "BEGINNING
DATE" and "ENDING DATE" will be displayed.  An additional
specification in the Calendar report is whether records should be
displayed in order by the contact's last name or the status date.

       Select "Generate" to generate the report according to the current
report specification.  If you want to see and hear a report that contains
all records, you can simply select "Generate" when you first enter the
report screen, since the default output is to the screen and the default
filter allows all records.  
       If you specify printer output, you will be asked for confirmation
as to whether your printer is online and otherwise ready for printing. 
If you specify file output, you may want to select "Edit" after the report
is generated.  This will load the report file into your word processor to
allow you to edit the content or formatting of the report before printing,
similar to the way you can load a letter into your word processor in the
update interface.  A report may be as wide as the screen, so you may
want to widen your word processor margins to 1 and 80 so that lines do
not wrap.


                                        REPORT TYPES


       There are eight types of predefined reports.  The "Calendar" report
displays records from the STATUS database, two lines per record.  The
first line displays the related CONTACT, if any.  The second line
displays the STATUS TYPE at the far left, followed by the
corresponding WHEN date, and the WHAT reminder at the right.

       The "Names and Numbers" report also prints two lines person, the
first with his or her name and company, and the second with the work
and home phone numbers (if available).

       The "1UP," "2UP," and "3UP" reports produce names and
addresses formatted so that mailing labels can be produced if printing to
appropriate label paper--1, 2, or 3 across, respectively.  Each label is
38 characters wide and six lines high.  The first line contains the
contact's first and last name if informal, or title, first and last name, if
formal.  The second line contains the company field.  The third and
fourth contain the ADDRESS1 and ADDRESS2 fields.  The fifth
contains the city, state, and zip code.  Finally, the sixth line contains the
COUNTRY field.  if any line is blank (e.g., no company data), it is
omitted from within the address and instead added as a blank line after
the address (in order to keep six lines per label).  

       The "Return Address" report lets you produce return address
labels.  You will be prompted for the number of labels to produce. 
Thereafter, the process is the same as for generating other reports
(specifying whether output should go to the printer, screen, or file, etc.). 
This report uses the definition contained in the file 'RETURN.LBL'. 
By default, this definition is the same as '1UP.LBL'.  The definition
may be changed, if need be, by selecting the "User Defined" option
from the Reports Menu and entering "return" as the label definition to
edit.

       The "Phone" report contains the work and home phone numbers
of each contact as well as the address.  Two columns of contact
information appear on each screen or page.

       The "Status" report contains status information as well as address
and phone number information for each contact.  There is one column
of data per screen or page.  Below the address and phone number data
of a contact is the NOTES field of 65 characters in length, followed by
the "TEXT" memo field, 60 characters wide and any number of lines
long.  Below it are all STATUS records corresponding to that contact. 
Each of these records is displayed as in the Calendar report, with the
TYPE data at the left of the line, followed by the WHEN data in the
middle, and the WHAT reminder at the right.

       The "WPMERGE Report" allows you to create a WordPerfect
"secondary merge file."  This is a file containing data in WordPerfect
format that can be used to "personalize" a form letter, sent in bulk to a
number of contacts.  A skeleton form letter is provided, similar to the
kind that is generated for a single person from the CONTACT Update
Menu.  It is created during the configuration process using the contact
information you enter for your return address, displayed in the upper
right.  Below this is the current date.  The inside address and salutation
contain WordPerfect codes that enable the appropriate data to be filled
in from the "secondary merge file" when you use the merge feature in
WordPerfect.

       A final report type is user defined.  You will be prompted for the
name of a file to define.  As with other user-defined files in CTS, type
the name without an extension, since CTS will assign the appropriate
one--in this case a .LBL extension.  If you type a name that already
exists, you will be able to modify that definition.  If it does not exist,
you will be able to create a new definition with that name, starting with
the settings in the 1UP.LBL label definition.  You are brought to the
Foxbase label designer, which allows you to specify the layout of fields
to be printed in the report.  (This mode does not speak automatically,
but is quite manageable using the "current line" hot key of your screen
reader.)  If you decide to abort the report definition process, press F7. 
Otherwise, press F10 to save the definition.  You will be brought to the
standard report options prompt, allowing you to specify a filter, generate
the report, or edit the output.


                                   GENERATING FORM LETTERS


       Form letters can be generated using a combination of CTS and the
WordPerfect word processor (from WordPerfect Corporation in Orem,
Utah).  CTS creates a skeleton form letter when you save a CTS
configuration file after entering settings in the configuration utility.  This
mail-merge form file is given the same name as the configuration file,
but with an 'FRM' extension.  You can customize a form letter using
this file as a starting point ('CTS.FRM' by default).  CTS also generates
the name and address data that will be merged into each form letter. 
The merging task is accomplished with WordPerfect.  The whole
process involves the following steps.

1.  Create the form letter.  Suppose you wish to send a form letter to a
selection of businesses requesting their product catalogs.  The first step
is to load WordPerfect--either from inside or outside CTS.  Press Shift-
F10 to retrieve the 'CTS.FRM' skeleton form letter, created by CTS and
stored in the reports directory.  Add a body of text to the letter between
the salutation and closing.  Add any other formatting commands you
wish.  Save the file under a new name that suggests the subject of the
letter, e.g., 'REQUEST.FRM'.

2.  Tag the contacts who will receive the letter.  Select the "BUSINESS
file from the CTS Files Menu.  Press the '=' key followed by the '<'
key to globally untag all records.  Then search for each business you
wish to receive the form letter and tag it using the '>' key.  When done
tagging records, you can check that the appropriate ones are tagged by
pressing 'F' for filter followed by '>' for tagged.  You might then
press 'L' to go into list mode and browse through the list using the
Down Arrow Key.  Press Escape a couple of times to return to the Main
Menu.

3.  Generate the data report.  Select the "WPMERGE" Report from the
Reports Menu.  Press 'S' and then 'S' again to specify new settings.  In
the "output type" field, enter 'F' for file.  In the "file name" field, enter
"REQUEST" to name the report 'REQUEST.RPT'.  In the "tagged"
field, enter 'Y' to select tagged records.  Press F10 to save this
specification and then press 'G' to generate the report.  For ease of
remembering, it is helpful to name the form letter and data files with the
same name, differing only in the extension.  WordPerfect refers to the
form letter file as the "primary merge file" and the data file you
generate as the "secondary merge file."

4.  Merge the form letter and data report.  Select "Edit" to load
WordPerfect .  The data file will be loaded into it.  However, clear this
file out of memory to use the merge feature.  (You could alternatively
go back to the Main Menu and select "Word processor," which would
load WordPerfect without a document.)  Press Control-F9 for merge. 
Enter 'REQUEST.FRM' for the primary file and 'REQUEST.RPT' for
the secondary file.  WordPerfect will then merge the two files, creating
a "personalized" letter for each contact in the file you generated.  Each
letter will begin on a new page.  You may then print immediately with
the Shift-F7 key, or save this multi-letter document for later printing. 
If you save it, a name like 'REQUEST.MRG' would suggest that it is
the merged file you produced from the 'REQUEST.FRM' primary file
and 'REQUEST.RPT' secondary file.



                                          UTILITIES


       There are three utilities available from the Utilities Menu.  Select
"Backup" to backup all database and configuration files to the drive you
specified during configuration.  You should do this at least once a week
if you are using the system regularly.  A public domain utility called
'COPYON.COM' is used for backing up, because it checks to see
whether a source file will fit on the target disk before copying, and if
not, prompts you to insert another disk.  Backup disks must already be
formatted.  Files are copied onto them in regular DOS format, so they
can be re-copied into the source directory if original files are lost or
corrupted.  In this situation, run the Index utility to build new index files
upon entering the system.

       Select "Configuration" to change any configuration settings.  A
new configuration file will be created in place of the previous one.  By
default, the system uses a configuration file named 'CTS.CNF'. 
However, another configuration file may be specified in the command
that loads CTS.  For example, suppose that more than one person is
using a computer on which CTS is installed.  For "Jane" to load CTS
with the word processor, letters directory, and other settings preferred
by her, she might enter the following at the DOS prompt

CTS JANE

This would tell CTS to use the 'JANE.CNF' configuration.  If it is not
found on disk, then the system will prompt Jane to create a new one,
just like the original configuration of CTS.

       Select "Index" to create new index files for all CONTACT and
STATUS databases.  You can do this at any time without harming the
system.  It is advisable to do this if you did not exit the system
normally, e.g., a keyboard lockup or power cut.  Another time to build
new indexes is if records do not seem to be in the appropriate order,
such as alphabetical order by last name for a CONTACT database. 
Note that deleted records will be permanently removed during this
process, if they were not removed after the update session in which you
deleted them.


                                 CREATING NEW CONTACT FILES


       There is a single STATUS database containing dates and
reminders, but there can be multiple CONTACT databases which you
can define.  This is one of the most powerful features of CTS.  The
system comes configured with six CONTACT files as follows:

personal friends and relatives;
business firms, government agencies, and nonprofit organizations;
miscellaneous acquaintances and colleagues;
job leads;
a master file of all contacts;
and a file for contacts to hold as a reminder for further action.


       The FILES database contains names and descriptions of
CONTACT files.  Select "Files" from the Main Menu to update this
database.  Update options are the same as when updating a CONTACT
or STATUS database.  You can thus select "Add" to add a new
CONTACT database.  You will be prompted for its file name.  Suppose
we called it "PARTY" for contacts in your political party.  You will
then be prompted for a description of this CONTACT file.  Including
the single letter hot key at the beginning of the description will serve as
a useful reminder of this shortcut selection method when you are moving
through the Files Menu with the Up and Down arrow keys.  You might
enter

P = Party contacts

or perhaps something longer since you have up to 65 characters.  This
data will then be saved in a FILES record and an empty CONTACT file
with the name 'PARTY.DBF' will be created on disk in the CTS
directory.  You could select "Modify" to rename a database or change
its description.  Selecting "Delete" will delete both the FILES record
and the actual CONTACT file on disk.

       When you are going to update or report on a CONTACT database,
you will first be presented with a Files Menu for selecting which
CONTACT file to use.  In this case, options are CONTACT file names
which can be selected with the Up and Down arrow keys or with the
first letter of the name.  The file names appear one per line in
alphabetical order.  Since you may create more than one CONTACT file
that begins with the same letter, pressing a letter will highlight the first
file that begins with that letter, but not actually select it.  This allows
you to use the Up and Down arrow keys to move to a nearby file in the
list before pressing Enter to confirm the option you want.  The
description of the current file as entered in the FILES database appears
on Line 25.  (A screen reader will normally speak this line as the
"current line.") Pressing Escape will return you to the menu from which
you entered the Files Menu.


                         INSTALLING CONTACT FILES FROM OTHER SOURCES


       You may wish to install a new CONTACT file that you obtain
from another CTS user or the author of CTS.  For example, someone
may have entered records for all the members of a particular
organization to which you both belong.  Suppose he or she named this
file "MEMBER" when creating it in the FILES Update module.  There
would be three files for you to obtain in order to have access to this
membership list within your own installation of CTS.  These files would
be called 'MEMBER.DBF', 'MEMBER.DBT', AND 'MEMBER.IDX'. 
The file 'MEMBER.DBF' stores the data of all fixed-length fields;  the
file 'MEMBER.DBT' stores all memo text data;  the file
'MEMBER.IDX' stores the index information that presents records in
order by last name, first name, and company, regardless of the order in
which they were entered.

       To install the membership list in your CTS setup, create a
"MEMBER" file in your system using the Files Update module.  Then
go to DOS and copy the three files into your CTS directory.  Now you
can select the "MEMBER file from your Files Menu and search or
update the records already entered by someone else--just like any other
CONTACT file.

       Suppose you want some but not all of the records in someone
else's CONTACT file.  You might then copy the files into your CTS
directory so that they have the base name "HOLD" rather than
"MEMBER" or whatever the other person named the file.  For example,
you might do this with the following command:

copy a:\member.* c:\cts\hold.*

       Since the "HOLD" file was already in your CTS installation
(assuming you didn't remove it), you you did not need to tell CTS about
it using the FILES Update module.  You can then select the "HOLD"
file from your Files Menu and transfer the records you want into the
CONTACT files you choose.

       At the present time, a few databases have been entered or
converted to the CTS format by Access Success.  They are offered to
CTS customers at minimal expense.  Available databases include
Congress, adaptive equipment vendors, mainstream computer vendors,
businesses with toll free numbers, and U.S. publicly traded corporations. 
Contact Access Success for details.
                                 REGISTRATION INFORMATION


       This 3.1 version of the Contact Tracking System is being
distributed as shareware.  That means you can try it before you buy it. 
If you do not find a regular use for it, you are under no obligation to
pay for it.

       If you find CTS valuable to you, please send the registration form
and fee to the author (if you have not done so already).  I have invested
over 1,000 hours in its development, trusting that appreciative users will
show tangible support.  It is deliberately priced so that it may be
purchased by most interested individuals, not just businesses or
government agencies.  By registering, you will receive the latest version
of the program, a cassette tutorial, and free technical support.  The
registration form is included on the next page, as well as separately in
a file called 'REGISTER.TXT'.

  Whether you decide to register or not, you are encouraged to give
demonstration copies of the program to others.  It can be used or given
to anyone so long as no fee is charged and all program and
documentation files are distributed together.

       As the author, I hope that many blind and sighted people benefit
from CTS.  I believe it fills a niche as a powerful, verbally and visually
friendly mailing list manager.  By default, it comes configured with a
single record in the business database containing contact information on
me, so you can readily look me up with comments, questions, or
suggestions.  As a consultant, let me also make you aware that I am
available for development of other database applications, with or without
speech output.

                                      REGISTRATION FORM
                               FOR THE CONTACT TRACKING SYSTEM
                                         VERSION 3.1


This form may be easily printed by entering the following command
at the DOS prompt:

COPY REGISTER.TXT LPT1:

This assumes your printer is connected to the first parallel port
(which most are).

Enter your name, address, and phone number in the spaces below:


   Name:  __________________________________________________

Address:  __________________________________________________

          __________________________________________________

          __________________________________________________

          __________________________________________________

  Phone:  __________________________________________________


I am enclosing a check or money order for $90 (ninety dollars and
no cents), made out to Access Success.  This price includes first
class shipping to places within the U.S., Canada, and Mexico. 
Orders outside North America should use U.S. currency and add $5
for shipping and handling.

I look forward to receiving the following benefits of registration:

*  The latest, complete release of the Contact Tracking System,
provided on either 5 1/4" or 3 1/2" double density DOS disks.

*  A cassette tutorial on using CTS, covering an assortment of
beginning and advanced features.

*  A print copy of the documentation, as well as the one on disk.

*  Free technical support (provided that reasonable efforts are
made to learn from the on-line help, documentation, and tutorial).


If you have questions about registration, call (617) 666-9856.  You
may write any comments or suggestions about CTS on the back of this
form.  Send the form to

Jamal Mazrui
Access Success
745 Somerville Ave.
Somerville  MA  02143
(U.S.A.)                                                  HELP SCREENS


       The following pages contain the help screens that may be displayed with the
F1 key throughout the system.  They can serve as a review of the features and
commands of the Contact Tracking System.


                                            CONFIGURATION HELP SCREEN


This is version 3.1 of the Contact Tracking System, developed and
copyrighted by Jamal Mazrui of Access Success.  Since the 
'CTS.CNF' configuration file is not found, you will be asked for configuration
settings at this time.  Default data is provided, but ensure 
correct answers so the system will work properly.

To accept a default value, just press Enter.  To enter new data, press F6 to
delete the old value, and then type new data, followed by Enter.  Press the 
F1 help key if you desire more information on the field you are editing. 
 
First, you will be asked to enter single letter codes indicating the drive
for backing up data and the format to be used for phone numbers, zip codes,
and dates.

Next is a series of fields for entering your own contact information, so that
letters you write will automatically include your return address.  The
default values provide examples of what kind of data to enter. 

When you get to the second configuration screen, enter the name of your word 
processor, including path and extension.  Existence of this file will be
verified.

Next, provide the names of directories for saving letters and reports
created with the system.  The directories will be created if they do not exist. 
 
You will then be asked to enter the ports by which your printer and modem are 
connected to your computer.  Enter the word "NONE" if a printer or modem is not
connected.  The remaining fields allow you to customize the dialing prefix and
suffix to be used by a modem in making local and long distance calls. 


                                             MAIN MENU HELP SCREEN


Select an option by pressing its first letter, or by moving to it with the Up
and Down arrow keys and then pressing Enter.
        
CONTACT Update -- Add, modify, and retrieve records in the contact database you 
select, containing names, addresses, and phone numbers of contacts.  Zoom to
related records in the status database, containing fields for documenting when 
and what is the status with the contact.

STATUS Update -- Add, modify, and retrieve records in the status database,
containing dates and descriptions of events.

FILES Update -- Update the set of CONTACT files.

TYPES Update -- Update the list of valid STATUS types.

Reports -- Go to the reports menu with options for producing various reports on 
contact and status data.

Utilities -- Go to the utilities menu with options for backing up data, 
configuring the system, and building new indexes.

Word processor -- Load your word processor in the letters directory, as
specified in the configuration utility.

Help -- Display these help screens.

Quit -- Quit the Contact Tracking System and return to DOS.
                                            FILES MENU HELP SCREEN


Pressing a letter will highlight the first CONTACT file beginning with
that letter.  If this is the desired file, just press Enter.  Otherwise,
move to it with the Up and Down arrow keys and then press Enter.

Press Home to jump to the first option, or End to jump to the last.  Press Escape
to abort the Files Menu and return to the previous menu.

                                              UPDATE HELP SCREEN


Select an option by pressing its first letter, or by moving to it with the Up and
Down arrow keys and then pressing Enter.

      Add - Add a record to the database (with a unique key value)
Beginning - Go to the beginning record (in the filter)
     Copy - Add a record by copying and then modifying the current record   
Delete - Delete the current record
      End - Go to the end record (in the filter)
   Filter - Set a filter to select records containing certain data
     Help - Display this help screen
     Jump - Jump forward/backward a +/- number of records (in the filter)     
List - List records (in the filter), one per line
   Modify - Modify the current record
     Next - Go to the next record (in the filter)
 Previous - Go to the previous record (in the filter)
     Quit - Quit the current update level
 Retrieve - Retrieve a record by its key value
 Undelete - Undelete all records deleted in this update session
     View - View memo text
    Write - Write memo text
   Xamine - Examine the current record (without risk of modifying it)
    Yield - Count the yield of records (in the filter)
     Zoom - Zoom to the STATUS update level
     >tag - Tag the current record
   <untag - Untag the current record
  =global - Global tag/untag all records (in the filter)
@internal - Dial internal number with modem
   #local - Dial local number with modem
    $long - Dial long distance number with modem
  %medium - Dial medium distance number with modem
?Identify - Identify the current record with voice
                                             EDIT KEYS HELP SCREEN


When editing a screen of fields, the following keys can be used:

        Left Arrow or Control S - Previous character
       Right Arrow or Control D - Next character
              Home or Control A - Previous word
               End or Control F - Next word
    Tab, Up Arrow, or Control E - Previous field
Enter, Down Arrow, or Control X - Next field
                        Page Up - Previous page or first field
                      Page Down - Next page or last field
                             F1 - Help on current field
                             F2 - Pick valid lookup value
                             F4 - Change field format
                             F6 - Fix field (by blanking and re-entering)
 F10, Control W, or Control End - Accept screen
            Escape or Control Q - Abort screen
         Backspace or Control H - Delete previous character
            Delete or Control G - Delete character
                      Control T - Delete word
                      Control Y - Delete to end of field
                         Insert - Toggle insert mode on/off (default is off)
                                         STATUS TYPES MENU HELP SCREEN


Pressing a letter will highlight the first STATUS type beginning with
that letter.  If this is the desired type, just press Enter.  Otherwise,
move to it with the Up and Down arrow keys and then press Enter.

Press Home to jump to the first option, or End to jump to the last.  Press
Escape to abort the types menu and return to the previous menu.

                                           REPORTS MENU HELP SCREEN


Select an option by pressing its first letter, or by moving to it with the Up
and Down arrow keys and then pressing Enter.

Calendar -- Produce a report listing who, when, what reminders.

1UP -- Produce mailing labels, one across (suggested for dot matrix printers).

2UP -- Produce mailing labels, two across (suggested for laser printers).

3UP -- Produce mailing labels, three across.

User Defined -- Select or define a custom output format, entering
specifications in a "label definition mode" before choosing the CONTACT file.

Return Address -- Produce return address labels, using the data entered in the
configuration utility.  The "RETURN" label definition may be modified by
selecting the "User Defined" menu option and then selecting this one again.

Numbers -- Produce a report listing names and numbers.

Phone Numbers and Addresses -- Produce a two column contact list,
including phone numbers and addresses.

Status, Phone Numbers, and Addresses -- Produce a single column contact list
including status, phone numbers, and addresses.

WordPerfect Mail Merge -- Produce a data file to be merged with form letters
using the WordPerfect word processor.

Help -- Display this help screen.

Quit -- Return to the main menu.

                                              REPORT HELP SCREEN


Press the first letter of a report option to select from the following:

Specify -- Specify certain parameters of the report to be generated.  The
"Set" suboption lets you define a new specification from the default values.
The "Modify" suboption lets you make changes to the current specification.
  
In the first field, choose whether the report is to be output to the screen,
printer, or a file, the default being the screen.  For file output,
give the file name, the default being "TEMP".  A file extension of
"RPT" (standing for "report") is automatically added to the file name. 

In the FORMALITY field, enter 'F' for formal or 'I' for informal.  A
formal reference consists of the contact's title, first name, and last name.
An informal reference consists of the contact's first name only.

The remaining specification fields allow you to set a filter determining
which records will be output.

Generate -- Generate the report according to the preprogrammed format
and the specification you made.

Edit -- Change to the reports directory and load the generated report file into
your word processor for additional editing or formatting before printing.

Help -- Display this help screen.

Quit -- Return to the Reports Menu.
                                          UTILITIES MENU HELP SCREEN


Select an option by pressing its first letter, or by moving to it with the Up
and Down arrow keys and then pressing Enter.

Backup -- Backup the database and configuration files to the drive specified
in the configuration utility.

Configuration -- Configure the following settings of the Contact Tracking
System:  the backup drive, printer port, modem port and dialing codes; 
format for phone numbers, zip codes and dates; word processor, directory
for reports generated, directory for letters automatically addressed, and
your own contact information for such letters.

Index -- Build the index files that keep database records in order. 

Help -- Display this help screen.

Quit -- Return to the main menu.
                                           RUNTIME ERROR HELP SCREEN


Safety measures exist to protect your data, so it is probably all right to
continue.  But if the error recurs, report the circumstances to Access Success
at (617)666-9856.  Every effort will be made to correct the problem.

                                              FIELD HELP SCREENS


PHONE FORMAT -- 1 character.  Letter will be capitalized.  

Default phone format.
Choices are A for American, B for British, and U for unformatted.

Example: A

-------------------- 

STATE FORMAT -- 1 character.  Letter will be capitalized.  

Default state/province format.
Choices are A for all caps and I for initial cap.

Example: A

-------------------- 

ZIP FORMAT -- 1 character.  Letter will be capitalized.  

Default zip/postal code format.
Choices are A for American, B for British, and U for unformatted.

Example: A

-------------------- 

DATE FORMAT -- 1 character.  Letter will be capitalized.  

Default date format.
Choices are A for American and B for British.

Example: A

-------------------- 

TITLE -- 14 characters.  First letter will be capitalized.  

Title of contact.  

Example: Ms.

-------------------- 

FIRST NAME -- 14 characters.  First letter will be capitalized.
First name of contact.  

Example: Jane

-------------------- 

LAST NAME -- 14 characters.  First letter will be capitalized.

Last name of contact.  

Example: Doe

-------------------- 

COMPANY -- 38 characters.  First letter will be capitalized.

Company or organization of contact (if any).  

Example: Widgets Inc.

-------------------- 

WORK PHONE -- 18 characters.  Default format is set in the configuration utility.
Format may be changed with the F4 key.  If the format includes place holders
such as parentheses or a dash, they will be automatically inserted.
Optionally add the letter 'x' and up to a 4 digit extension.

Work phone number of contact.  

Example: (909)123-4567x8900

-------------------- 

HOME PHONE -- 18 characters.  Default format is set in the configuration utility.
Format may be changed with the F4 key.  If the format includes place holders
such as parentheses or a dash, they will be automatically inserted.
Optionally add the letter 'x' and up to a 4 digit extension.

Home phone number of contact.  

Example: (909)765-4321

-------------------- 

ADDRESS1 -- 38 characters.  First letter will be capitalized.

First address line of contact.

Example: 1122 This St.

-------------------- 

ADDRESS2 -- 38 characters.  First letter will be capitalized.

Second address line of contact.

Example: Suite 33

-------------------- 

CITY -- 14 characters.  First letter will be capitalized.

City of contact.

Example: Sometown

-------------------- 

STATE -- 10 characters.  Default format is set in the configuration utility.
Format may be changed with the F4 key.

State of contact.

Example: OZ

-------------------- 

ZIP -- 10 characters.  Default format is set in the configuration utility.
Format may be changed with the F4 key.  In the American format,
a dash and 4 digit extension may optionally be added.

Zip/postal code of contact.

Example: 12345-6789

-------------------- 

COUNTRY -- 38 characters.  First letter will be capitalized.

Country of contact.
Leave blank unless you want it to be part of the contact's address on 
letters, envelopes, or mailing labels.

Example: U.S.A.

-------------------- 

TITLE -- 14 characters.  First letter will be capitalized.  

Your title.

Example: Ms.

-------------------- 

FIRST NAME -- 14 characters.  First letter will be capitalized.

Your first name.

Example: Jane

-------------------- 

LAST NAME -- 14 characters.  First letter will be capitalized.

Your last name.

Example: Doe

-------------------- 

COMPANY -- 38 characters.  First letter will be capitalized.

Your company or organization (if any).

Example: Widgets Inc.

-------------------- 

WORK PHONE -- 18 characters.  Format is set in the configuration utility.  If 
the format includes place holders such as parentheses or a dash, they will be
inserted automatically.  Optionally add the letter 'x' and up to a 4 digit
extension.

Your work phone number.

Example: (909)123-4567x8900

-------------------- 

HOME PHONE -- 18 characters.  Format is set in the configuration utility.  If
the format includes place holders such as parentheses or a dash, they will be
inserted automatically.  Optionally add the letter 'x' and up to a 4 digit
extension.

Your home phone number.

Example: (909)765-4321

-------------------- 

ADDRESS1 -- 38 characters.  First letter will be capitalized.

First line of your address.

Example: 1122 This St.

-------------------- 

ADDRESS2 -- 38 characters.  First letter will be capitalized.

Second line of your address.

Example: Suite 33

-------------------- 

CITY -- 14 characters.  First letter will be capitalized.

Your city.

Example: Sometown

-------------------- 

STATE -- 10 characters.  Format is set in the configuration utility.

Your state.

Example: OZ

-------------------- 

ZIP -- 10 characters.  Format is set in the configuration utility.  In the
American format, a dash and 4 digit extension may optionally be added.

Your zip/postal code.

Example: 12345-6789

-------------------- 

COUNTRY -- 38 characters.  First letter will be capitalized.

Your country.
Leave blank unless you want it to appear on your return address.

Example: U.S.A.

-------------------- 

NOTES -- 65 characters.

Miscellaneous notes about contact.

Example: referred by John. uses Amiga computer.

-------------------- 

TYPE -- 8 characters.  All letters will be capitalized.

Type of STATUS record.
Choices are the values in the TYPES database.

EXAMPLE: CALL

-------------------- 

DESCRIPTION -- 65 characters.

Description of STATUS type.

Example: Write letter to contact.

-------------------- 

WHEN -- 8 characters.  Slashes will be inserted.

Date of event, deadline, or reminder.

Example: 07/04/89

-------------------- 

WHAT -- 62 characters.

Description of event or other reminder.

Example: call to schedule appointment.

-------------------- 

CONTACT FILE -- 8 characters.  All letters will be capitalized.

CONTACT file related to this STATUS record.

Example: BUSINESS

-------------------- 

FILE NAME -- 8 characters.  All letters will be capitalized.

Name of CONTACT file.

Example: PERSONAL

-------------------- 

DESCRIPTION -- 65 characters.

Description of CONTACT file.

Example: Personal contacts:  Friends, relatives, classmates, etc.

-------------------- 

OUTPUT -- 1 character.  Letter will be capitalized.

Output type.
Choices are S for screen, P for printer, and F for file.

Example: F

-------------------- 

FILE NAME -- 8 characters.  All letters will be capitalized.

Name of output file.

Example: REPORT1

-------------------- 

ORDER -- 1 character.  Letter will be capitalized.

Order of STATUS records.
Choices are A for alphabetical by last name and C for chronological by date.

Example: C

-------------------- 

BEGIN WHEN -- 8 characters.  Slashes will be inserted.

Beginning date of events, deadlines, or other reminders.

Example: 01/01/89

-------------------- 

END WHEN -- 8 characters.  Slashes will be inserted.

Ending date of events, deadlines, or other reminders.

Example: 12/31/89

-------------------- 

FORMALITY -- 1 character.  Letter will be capitalized.

Formality of salutation.
Choices are F for formal and I for informal.

Example: F

-------------------- 


TAGGED -- 1 character.  Letter will be capitalized.

Specification of how to treat tagged records in the report filter
Choices are Y for tagged, N for untagged, and blank for both

Example: Y

-------------------- 

PRINTER PORT -- 4 characters.  All letters will be capitalized.

Port of printer.
Choices are COM1, COM2, COM3, COM4, LPT1, LPT2, LPT3, and NONE

Example: LPT1

-------------------- 

MODEM PORT -- 4 characters.  All letters will be capitalized.

Port of modem, used for dialing phone numbers of contacts.
Choices are COM1, COM2, COM3, COM4, and NONE

Example: COM2

-------------------- 

LOCAL PREFIX -- 20 characters.  All letters will be capitalized.

Dialing Prefix for Local Phone Numbers.

Example: ATDT

-------------------- 

LOCAL SUFFIX -- 20 characters.  All letters will be capitalized.

Dialing suffix for Local Phone Numbers.
Leave blank unless you must dial a code following the number being called.
Example:  ,31526

-------------------- 

LONG DISTANCE PREFIX -- 20 characters.  All letters will be capitalized.

Dialing Prefix for long distance Phone Numbers.

Example: ATDT1

-------------------- 

LONG DISTANCE SUFFIX -- 20 characters.  All letters will be capitalized.

Dialing suffix for long distance Phone Numbers.
Leave blank unless you must dial a code following the number being called.

Example:  ,31526

-------------------- 

BACKUP DRIVE -- 1 character.  Letter will be capitalized.

Drive for back up of data.

Example: A

-------------------- 

WORD PROCESSOR -- 25 characters.  All letters will be capitalized.

Word processor for editing and formatting letters and reports.
Existence of this file on disk will be checked.

Example: C:\WP51\WP.EXE

-------------------- 

LETTERS DIRECTORY -- 25 characters.  All letters will be capitalized.  A
backslash will be added at the end if none was entered.

Directory for letters automatically addressed.

Example: C:\CTS\LETTERS\

-------------------- 

REPORTS DIRECTORY -- 25 characters.  All letters will be capitalized.  A
backslash will be added at the end if none was entered.

Directory for reports generated.

Example: C:\CTS\REPORTS\