
                          Preface to the Tutorials

   At  the heart of this program is an automatic tickler file that relates 
   activities  to prospects or clients.   IN-CONTROL [TM]  will  summarize 
   dollars  spent  for  any  activity or  group  of  activities,  for  any 
   prospect,  for  any  period of time.    Thus it is ideal  for  tracking 
   revenue  or  expense data on a prospect or client,  but it can also  be 
   used to summarize collections,  subscriptions,  or any monies  received 
   for any one person or group of persons.

   Before  entering  an activity record,  you must first create  one  main 
   record  in  the Prospect file.   From this record will be  related  all 
   activities  about  that prospect or client.   Stated another  way,  you 
   cannot  enter an activity into the Activity file unless you first  have 
   an  entry in the Prospect file.   There is one  exception,  though.  If 
   someone is using the program in your absence,  such as a secretary, the 
   program  will  allow  him  or  her to  enter  an  unlimited  number  of 
   activities  for a prospect or client called 'NEW'.   This exception  is 
   intended  to be used intermittently in your absence and allows  you  to 
   identify those activities that were recorded while you were gone. 

                        Definition of 'Company Name':

           In the Prospect file you will observe these three fields:

    First Name :                          Last Name :                     
    Full Company name of Prospect :                              

   Let's  say  that you are making an entry for 'John Doe' and he  has  no 
   company name.  Make these two entries:

    First Name :John   <====enter this    Last Name :Doe  <=====enter this
    Full  Company  name of Prospect :         <====leave this line blank.  
                                              
   If you enter a first and last name for someone who has no company name, 
   the program will create a company name on the screen for you of:

                           first name + last name.


                Observing how the program shows appointments:

   Bring  up the program (PROSPECT.EXE) the first time with this  command: 

                                     GO

   This  will  take you through the system installation process  and  will 
   then present you with the Main Program Menu.   Once you see this,  exit 
   the program with an 'X'.  



   After  you  have left the program ,  set the system date to January  2, 
   1986, with the following command:

                C>DATE  <====== enter this command
                Current date is Mon 12-01-1986       
                Enter new date: 1-02-1986 <==== enter this date

   A  number  of  appointment records are in the Test  Data  that  reflect 
   appointments  made during the 2 weeks following January 2,  1986.   Now 
   invoke the Prospect Tracking System by entering:  GO.  The program will 
   then give you an analysis of the appointments for that day,  as well  a 
   graphics presentation of all appointments for the next two weeks.   (It 
   does this if you have at least one appointment for today.)

                          Preface to the Tutorials
                                  Continued

               A Preview of the options that customize this system:
                        Accessing the Custom Options:

   Let's  say that you don't want the program to show you the appointments 
   every  time  you  bring up the program.  Once you arrive  at  the  Main 
   Program Menu,  you will observe Option 5,  Other Options.   Enter a '5' 
   (without quotes),  and you will then be at the Other Options Menu.   At 
   this menu,  you have a number of options.   Later you can come back  to 
   this  part  and explore the meaning of the various options  by  reading 
   through the 'Help' file.  For now, enter 'C' to access:

                   C)  Customize this system to your needs

   You  will  then see the Custom Options Menu.    For now,  we  are  only 
   interested in option 4,

             4)  Toggle initial graphics image for Appointments

   Before  selecting  option 4,  let's go to the Help file  to  understand 
   exactly  what this option does.   Do this by entering an 'H' for  Help.  
   Once  you have done this,  you will be in the Help file for the  Custom 
   Options Menu.   Using the Up and Down arrows on your  keyboard,  scroll 
   through the Help file until you come to the explanation for Option 4.

   After  you have  understood what Option 4 will do for you,  select  the 
   'ESCAPE'  key to exit from the Help file.  You will then be back at the 
   Custom  Options Menu.   For now,  enter '4' once and watch the  screen.  
   The message to the right of Option 4 will change from [now on] to  [now 
   off].   After  you have observed this change,  select '4' once more  so 
   that  [now  off]  becomes  [now on],  thereby  restoring  the  original 
   setting.   Later on,  when you become more proficient with the program, 
   come  back to the Custom Options Menu and experiment with  the  various 
   options available to you.  (You can,  for example, change the name used 
   throughout  the program for Expenses to Collections or Revenues.   Many 
   of  the names and titles used throughout this program can  be  modified 
   through the Custom Options menu.)

   For  the  time being,  return to the Main Program Menu by entering  'R' 
   twice.   Then exit the Main Program Menu by entering an 'X'.   Once you 
   have returned to your default drive,  change the DATE back to the  true 
   current date with the DATE command.


                                "Light bars"

   Each  selection on any menu is highlighted  with a light bar.   As  you 
   scroll up or down the light bar, explanatory text appears on the bottom 
   line of the screen,  explaining the highlighted option.  Each light bar 
   selection has different explanatory text. 

                              Simplified Logic
                 of accessing records in the Activity file:
    
   The  tutorials describe the process of adding records into the activity 
   file  from the Activity file menu,  Add screen,  and will help  you  in 
   understanding  the flow of logic in the program.   Over time,  however, 
   some  new functions have been added into the program that  make  access 
   into the activity file much more streamlined.  

   From the Prospect file, Get option, you will observe these 3 functions:

                               S   for  search
                               F6  for Act Now
                             F7 for Flash Report

   The  'S'  option gives you the ability to look at the Prospect file  in 
   any one of six 'views' or search criteria:

                     "1)  Search by Company Name"
                     "2)  Search by First Name"
                     "3)  Search by Last Name"
                     "4)  Search by Phone Number"
                     "5)  View or search by Zip Code"
                     "6)  View or search by Category"

   Once you select your 'view,' then all records are stacked or ordered in 
   that sequence.   If, for example, you select the last name 'view', then 
   after  you search and locate one record,  all records before and  after 
   that one will be ordered alphabetically by last name.

   After  you  have  identified  and isolated your single  record  in  the 
   Prospect file using this 'S' option,  then enter the 'F7' function key.   
   In  a few seconds Flash Report will appear and will display to you  all 
   associated activity records for the person.   The most recent  activity 
   will appear first.     If,  for example, you have entered 50 activities 
   for that person over the last three years,  then you will be looking at 
   all  of those activities,  and can scroll up or down to see the  entire 
   listing  of  comments that you had entered at the time  you  originally 
   created the activity.

   At  that point,  you enter function key 'F6' for Act Now,  or  Activity 
   Now.   This  single function key sets up a blank record in the activity 
   file,  partly filled out with that person's information but waiting  on 
   you  for  any comment specific to that activity as well as  any  future 
   commitment date.  

   If  you  enter a commitment or callback date,  then in a few seconds  a 
   window  appears and displays to you all associated activities  on  that 
   date.   In  this way,  you can level your work load without leaving the 
   record or while still on the phone.

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