




                           IN-CONTROL 12 PACK [TM]



                            [formerly PROSPECT!]

   This   program  is  so comprehensive that it can function in  any   one  
   of   19  capacities  [originally 12,  hence '12 Pack'  or  12  Software 
   Packages].   You can select how you want this program to present itself 
   from  the  Install menu,  which is shown to you automatically when  you 
   first bring up the program. At that time, you have these options:

           1 =  Salesman's Prospect and Activity Tracking System  [default]
           2 =  Bank Loan Recovery/Collections Tracking System
           3 =  Collections [Debtor] Follow up system
           4 =  Bank Services Marketing system for Prospects and Customers
           5 =  CPA Time, Billing and Activity Tracking System
           6 =  Attorney Time, Billing and Activity Tracking System
           7 =  Architect Time, Billing and Activity Tracking System
           8 =  Secretary's Appointments Scheduler
           9 =  Insurance Prospect and Activity Tracking System
           10 = Real Estate Prospect and Activity Tracking System
           11 = Telephone Customer Support Tracking System: Time & Billing
           12 = Doctor's Patient Appointment & Billing Tracker
           13 = Dentist's Patient Appointment & Billing Tracker
           14 = Contractor's Commitment, Schedule, & Cost Tracker
           15 = Manufacturer's Rep Prospect, Activity & Expense Tracker
           16 = Church Member's Collections and Activity Tracker
           17 = Personnel Specialist's Applicant\Employee Activity Tracker
           18 = IRS Revenue Agent's Activity Tracking System
           19 = Advertising Agency Client\Activity\Billings Tracking System

   Regardless  of  which  selection you make,  the  functionality  of  the 
   program  doesn't  change,  just the  terminology.   The  tutorial  that 
   follows will cover the concepts in the program and those concepts cross 
   all  capacities.   At the time you select your '12 Pack' option  during 
   the  Install  process,  the  program will tell you  the  difference  in 
   terminology  that  it makes automatically in the program and will  show 
   you how to make the same adjustment mentally in this documentation.  

   Throughout  this tutorial,  let's assume that you had selected  default 
   value number 1.



                                  Overview: 
 
                           EVERYTHING IS ON-LINE!
                           FAST SEARCH CAPABILITY
                              Rolodex features
                                Appointments:
                     APPOINTMENT SCHEDULES AND GRAPHICS
                             "LAYER-IN" ABILITY:
                          99,999,999 layers of data 
                 ALL REPORTS FIT INTO A STANDARD BRIEFCASE!
                    Network-ready (works on any network)
     
        Be in control of your Prospects\Customers\Patients or Clients:
                       store up to 1,000,000,000 names   

                           This program includes:
              Appointments, Commitments, Callbacks, Statements
      Revenues\Expenses, Collections, Graphics, Free-form data search,
              Rolodex features, Labels management, and Reports!  

    
                    
      with  a  built in intelligent Telephone\Speakerphone Dialing System,
    that tells you if an outgoing call is local, local toll, or long distance.
     The program stores & dials up to 1,000,000,000,000 phone numbers for you.

             contains a built-in proposal and invoice generator.
                    and can time and cost your activities
      as well as automatically create summary or detail statements
           to reflect amount owed for activities or consultations


                This  program  standardizes your contact with  
                   Prospects\Customers\Patients or Clients
   and  converts   forgotten verbal commitments  into  a   focused,  daily 
        appointments and callback list that nets you extra business!


                   Retrieve activities by word or phrase, 
    and has build in word processor for every record in the rolodex file.



               To become a registered user for this software, 
                     bring up the program, PROSPECT.EXE, 
              go to the Main Program Menu, Other Options Menu.
                     Select option 6, Register Software
        The registration fee for this fantastic program is only $99!


                     IN-CONTROL 12 PACK [TM], Version 2.64
                              Table of contents

   Contents                                                         Pages

   User License Agreement.................................................
   Benefits of using IN-CONTROL 12 PACK [TM].............................I
   Questions answered by this program..................................III
   Installation.........................................................VI
   Preface to the Tutorials...............................................

   Tutorial 1: Creating 1 new record in the Prospect File................1

   Tutorial 2: Adding 2 records into the Activity File...................8

   Tutorial 3: Creating expense reports from those 2 activities.........19

   Tutorial 4: Creating appointment schedules...........................25 

   Tutorial 5: Search through data......................................33

   Tutorial 6: 'Layer-in' concept.......................................43

   Service Agreement............................................Appendix A

   Other new features:  Generating Proposals/Invoices...........Appendix B
            [and automatic phone dialer; create your own fields]  
   Importing Foreign Data.......................................Appendix C

   Modifying the Labels.........................................Appendix D

   Procedures for Canadian/Foreign records and labels...........Appendix E
    
   Time and Billing Stopwatch subsystem.........................Appendix F
          [time and bill every activity, with up to 9 labor rates]    
     
   Notes on multiple contacts within one company................Appendix G
     [program must have one unique record for every prospect]
     
   Blank Appendix...............................................Appendix H

   Base Station/Remote Site Consolidation feature...............Appendix I
    
   WordStar/MailMerge[TM]/Basica/Output Sequential File.........Appendix J

   Overview of Memo Options:                                      
   Every prospect record has its own word processor!............Appendix K

   Labels Menu,10 options that give you control over your data..Appendix L

   Automatic Statements [used for billings or collections]......Appendix M

   Printit v3.5, Print functions offered in memos and VIEW.TXT..Appendix N

   Create your own industry-specific Help/Data Screen...........Appendix O

   Automatic Data Back-up upon exiting the program..............Appendix P

   Using the CALLBACK feature in the Activity file..............Appendix Q

                         ACS User License Agreement:
                                     ACS
                         2116 E. Arapaho, Suite 226
                            Richardson, TX 75081
                                                       March 1, 1987
   You may:
   a.  Use  the program on a single microcomputer on which the package was 
   designed to operate.

   b.  Copy the documentation or object code in whole and distribute it to 
   any  other  user who wishes to evaluate this software  prior  to  their 
   becoming a Registered User. 

   c. Become a Registered User by paying for this with a credit card or by 
   sending  a check or money order for current asking price,  as shown  on 
   the program screen, to ACS.

   Warranty Disclaimer: Limitation of Liability

   Limit of Liability:  Neither ACS nor Juskovitch Corporation shall  have 
   any  liability or responsibility to you,  the customer,   or any  other 
   person or entity with respect to any liability,  loss, or damage caused 
   or alleged to be caused directly or indirectly by the ACS IN-CONTROL 12 
   PACK  [TM] Prospect and Activity tracking system provided by Juskovitch 
   Corporation  or  ACS,  including,  but not limited to  interruption  of 
   service,  loss  of  business or anticipatory profits  or  consequential 
   damages  resulting from the use or operation of ACS IN-CONTROL 12  PACK 
   [TM].

   Neither  Juskovitch Corporation nor ACS make any warranty,  express  or 
   implied, with respect to the enclosed documentation, including, without 
   limitation,  any user's manual,  reference manual, software program, or 
   software disks,  or their performance,  merchantability, or fitness for 
   any particular purpose.

   Proprietary Notice:
   This document and the software described herein are the proprietary and 
   trade secret information of ACS and  Juskovitch Corporation.  They have 
   been provided pursuant to this agreement containing restrictions on its 
   use.   The program documentation, program design, and design of program 
   screens  are  also protected by federal copyright  and  trademark  law.  
   None  of  these  items may be incorporated into any  other  program  or 
   programs,   in  part  or  whole,  without  the  express  prior  written 
   permission of ACS. 

   Trademark:
   IN-CONTROL 12 PACK [TM] and PROSPECT! are trademarks of ACS.

   Service:
   All  service  and  user  support are provided as per  the  ACS  Service 
   Agreement.

   Acknowledgment by user and acceptance of liability:

   You acknowledge that you have read this agreement and understand it and 
   agree to be bound by its terms and conditions.   You further agree that 
   it  is the complete and exclusive statement of the agreement between us 
   which  supersedes  any proposal or prior  written  agreement,  oral  or 
   written,  and  any  other  communications between us  relating  to  the 
   subject matter of this agreement. 












                                  BENEFITS 


                                     of


                        Using IN-CONTROL 12 PACK [TM]




























                                  BENEFITS:
   1) On line documentation:

                           EVERYTHING IS ON-LINE!

   This is a powerful system,  but all information you need is on-line. At 
   every main level or menu, there is a HELP screen.

   2) Speed of data search:
                           FAST SEARCH CAPABILITY

   ***FAST   SEARCH  OPTION--lets  you  retrieve  names,   activities,  or 
   messages  by  any  word or words that  you entered  into  the  comments 
   section--from  last week or 5 years ago!   Other search options include 
   first or last name, phone number, city,  or zip code. 

                              FAST! FAST! FAST!
   You  can  retrieve  summary  information on 10 consecutive  people  out  
   of 1,000,000 in 8 seconds!

   3) Rolodex features

   ***An  electronic  Rolodex with detail information on   people:   name, 
   address,    zip,city,    comments,    and   'referred  by'--for  up  to 
   1,000,000,000 of them!

   The Prospect file contains  all of those names that you  would normally 
   put into  a  Rolodex system.    From this list you can generate reports  
   sorted by name, address, city, zip and phone number. 

   4) Appointments:

   Ability to annotate appointments before and after the fact.  A reminder 
   of  todays' appointments and commitments,  with full notes made at  the 
   time  of information input. 

   Ability to annotate expenses and  keep an expense log for all  activity 
   and appointments. 

                     APPOINTMENT SCHEDULES AND GRAPHICS

   5 different appointment schedules,   including 'TODAY'S  APPOINTMENTS',  
   as  well as an on-line graphics display of appointments for any 14  day 
   period (any monitor).


                              benefits - page I



   5) Keep "layers" of data separate.

                             "LAYER-IN" ABILITY

   ***This   feature   allows you to "layer-in" lists of names from  other  
   sources,  and still keep all reports and labels separate!    This means 
   that  if  you   have 1,000  names  in the electronic  Rolodex  and  you 
   purchase  a  list  of  prospects from  someone that has  10,000  names,  
   you can enter them into the program  and yet  keep  them  separate from 
   the  original 1,000 when  generating  labels  or reports.    All  told,  
   you can "layer-in" 99,999,999 different layers or groups of  prospects,  
   without  one  layer  overlapping the other when you produce  labels  or 
   reports!

   In  this  way,  the  program is flexible enough so that  it  will  have 
   multiple uses for you.

   6) Other:
                             SECRETARIAL INPUT:
   In  your absence ,  he or she  can input into your appointment  system.  
   Later you can create appointment schedules.

                 ALL REPORTS FIT INTO A STANDARD BRIEFCASE!

   All  of the reports are printed out on standard 8 1/2" by 11"  computer 
   paper  (at 10cpi) ,   so that you can carry this information  with  you  
   when  you are on the road.   This  frees you from having to be tied  to 
   your  computer  in  order  to retrieve  prospect  data.   For  example,  
   while you are in a hotel room at 10PM, you  can  refer to  your reports 
   to answer questions such  as:  "Who  are  my prospects  in Denver,  the 
   names of the contacts at each company,  their phone numbers,  and  what  
   comments   have I recorded about them  in  the  electronic  Rolodex  as 
   well as on any subsequent prospecting phone calls I made to them?"



   SYSTEM REQUIREMENTS AND PROGRAM SPECIFICATIONS:
   Hardware required:
     IBM PC, PC-compatible, or MS-DOS computer
     384 KB memory
     2 floppy drives



   Specifications:
     DBASE III [TM] compiled (stand alone product, nothing extra required)
     1,000,000,000 records per file (prospect or activities)
     99,999,999 categories or "layers" of data permitted
     1,000,000,000 phone number dialer
     1,000,000,000 mailing label subsystem


                              benefits - page II












                            QUESTIONS PEOPLE ASK:



               Business people ask questions about performance


                                     and 


                            Specific Applications







                            BUSINESS PEOPLE ASK:
           "Does a menu-driven system exist that meets my needs?"
              The answer to all of the following questions is:
               "Yes, yes, yes: IN-CONTROL 12 PACK [TM] does." 


                            A TICKLER FILE:

   "My  needs  are simple.   My appointments are mostly  of  a  short-term 
   nature,  no more than 4 to 5 weeks in the future.   About 10 percent of 
   them  are rescheduled,  but by and large the quantity of information  I 
   deal  with  is limited.   All I want to do is to push one button  every 
   morning and generate a one-page report that fits into my briefcase  and 
   shows  me all appointments for that day,  along with a lengthy  comment 
   for  every  appointment,  entered  at  the  time  the  appointment  had 
   originally been made.   In this way, I know what I have to do that day. 
   Before  each  appointment,  I  can brief myself from the  comment  that 
   appears below each prospect or company whose name appears on the  daily 
   appointments schedule. Does any system like this exist."


                           LONG CLOSE CYCLE:

   "I  market a product to Utility companies that has a long close  cycle.  
   Each sale and all of the presentations that precede the sale are a team 
   effort,  yet  we  have a hard time  coordinating the  appointments  and 
   presentations  that  our  customers.    Is  there  any  simple  way  to 
   coordinate  these activities and is there a tool that allows one member 
   of the team to make appointments that will then be easily  communicated 
   to the other members of the team in a standardized format?"


                       EMPLOYEE TURNOVER AND TRAINING:

   "When  an employee leaves our division,  he or she has been acting in a 
   specialized capacity on a team that deals with the customer.  Once that 
   person leaves,  we go through the same cycle every time.  Since we have 
   not  standardized  the way each person tracks their activity  with  the 
   customers, each employee keeps a folder or folders in their desk.  When 
   they  leave,  nobody  has  time  to  look  at  those  folders  and  the 
   replacement  employee  can't  make  any sense out of  what  is  in  the 
   folders. Hence, the training and replacement phase in employee turnover 
   seems to be slow and expensive.  Is there a tool that standardizes  the 
   information  kept  on  activities  performed  for  customers  and  then 
   presents  that  data  in  a form that new employees can  use  to  brief 
   themselves?"


                            questions - page III


                       MANAGING MAILING LABELS:

   "I  have  a tough time managing my mailing labels.   When  my  business 
   first began,  I used a software program that created labels for my  500 
   customers.  Then  I  purchased a mailing list with 5000  names.   Since 
   then,  I  have  had 3 different advertising  campaigns,  each  with  an 
   average  response  of  2000  names.   I now have 11,500  names  in  the 
   program.   The last time I tried to print out labels, the program tried 
   to print out all of them before the printer ran out of labels!  Look, I 
   have 5 different blocks of data, but the program doesn't know that.  Is 
   there  any program that can group my data,  whether I have 5 blocks  of 
   data or 99,999,999 blocks,  so that I can select which of those  groups 
   to print out?    Once I get that under control, I would then like to be 
   able to select mailings to one zip code,  a range of zip codes (such as 
   south  Florida),  one company letter,  or a range of companies (such as 
   all  "T"'s,  or  all "F"'s through "T"'s).   Is there  any  menu-driven  
   program that will give me these features within any one block of  data, 
   as well as for all of the blocks combined, at my option?"

                        TRACKING EXPENSE DATA:

   "After  I set up my appointments,  is there a simple way to go back  to 
   those  records,   enter an expense item and then later summarize  those 
   expenses by customer,  for any period of time,  by salesman or customer 
   support person?   Does a menu-driven program exist that can do this for 
   me?"
                          TRAVELING SALESMEN: 

   "When I'm on the road,  I often need this type of information:  Who are 
   our prospects in Denver,  what activities or appointments have occurred 
   in  the past with each one,  and what comments did the salesperson make 
   at that time?   Is there a painless way to just push a button and  have 
   reports in my briefcase, on standard 8 1/2 by 11 inch paper,  that give 
   me this data? Also, in my absence, is there a way my secretary can take 
   inquiries from prospects and record them into a system that requires no 
   learning  on her part and yet  generates a report upon my return of who 
   called and their comments.  Does a product exist that does all of these 
   things?"


                         COLLECTIONS OFFICER IN BANK
   
   "I'm  a  collections officer in a bank.   We have a hard time  tracking 
   collections activity:   on whom have we called and what activities have 
   occurred with each customer?   Does a simple,  menu-driven system exist 
   that  would  allow  me the flexibility of  modifying  an  off-the-shelf 
   software package to do what I need done in a bank?  Further, can I make 
   these modifications once from a menu and from then on the program would 
   remember my unique nomenclature. I guess what I really want is a way of 
   standardizing the way we track collections activity."


                             questions - page IV











                                INSTALLATION:



                         Instructions for Installing   




                           IN-CONTROL 12 PACK [TM]



                    
                [installation is handled by external GO.BAT]




        

    INSTRUCTIONS FOR MANUFACTURING AND INSTALLING IN-CONTROL 12 PACK [TM]
                        [If you have four ARC files]

                   A) Manufacturing an executable program
                                  Overview

   There are 4 steps to creating an executable program.

   Step  1:   Verify  that you have all four ACS IN-CONTROL 12  PACK  [TM] 
   Library or ARC files.

    SALE-A.ARC    <=== Help & support files (if floppy, drive A)
   SALE-B.ARC    <=== Executable code (if floppy, drive B)
        SALE-C.ARC    <=== Executable code (if floppy, drive B) 
   SALE-D.ARC    <=== This tutorial

   These  4 large files are the ACS IN-CONTROL 12 PACK [TM] Libraries.

   2)   Split-out  (or  un-archive)  the individual  files  from  these  4 
   Libraries.

   3)  SALE-D.ARC contains this documentation file,  SALESDOC. To print it 
   out,  make sure your printer is on line and the paper is set to the top 
   of form. Then enter:  COPY SALESDOC LPT1:

   4)   Run PROSPECT.EXE 


                   B) Manufacturing an executable program:
                          Procedure for a Hard Disk


   Step  1:   Verify  that you have all four ACS IN-CONTROL 12  PACK  [TM] 
   Library or ARC files.

   Step  2:   Create a subdirectory on your hard disk named 'ACS' and move 
   the  all four ARC files into it.

   This  step  then  requires a public domain utility  called  ARC.COM  or 
   ARC.EXE.   Multiple versions of this exist.   If,  for example, you are 
   using ARC50.EXE, then the commands to split out the files would be:

                             C>ARC E SALE-A.ARC
                             C>ARC E SALE-B.ARC
                             C>ARC E SALE-C.ARC
                             C>ARC E SALE-D.ARC    

   The 'E' stands for Extract. 


   Step 3:  After all of the individual files have been split out from the 
   4  Libraries,  you are ready to execute the program that will make your 
   system operational.  To do this, execute:

                C>PROSPECT        <======this file will reside
                                         in your ACS subdirectory.


                           Installation - page VI 


                   C) Manufacturing an executable program:
                     Procedure for a Floppy-based system

   Step  1:   Verify  that you have all four ACS IN-CONTROL 12  PACK  [TM] 
   Library or ARC files.

   Step 2:  The ARC file with the documentation, SALE-D.ARC, contains this 
   tutorial  and  is used only for you to print it out.  To print out  the 
   tutorial  file,  SALESDOC,  make sure your printer is on line and  that 
   your  paper  is  set  to the top of  the  form.   Enter  this  command:       
   COPY SALESDOC LPT1:

   The other 3 libraries, SALE-A.ARC, SALE-B.ARC, and SALE-C.ARC,  contain 
   the executable program and support files.

   This  step  then  requires a public domain utility  called  ARC.COM  or 
   ARC.EXE.   Multiple  versions of this exist.   You must,  however,  use 
   version 5.0 or later.

   Create  three formatted floppy disks,  each with a copy of your archive 
   program, such as ARC.EXE.  Label the first disk 'ACS Prospect System HELP 
   DISK:  Drive A',  the second one 'ACS Prospect System PROGRAM DISK: DRIVE 
   B:',  and the third disk label 'ACS Prospect System TUTORIAL'.  Make sure 
   that   the  first  disk  is  formatted  as  'bootable,   and   contains 
   'COMMAND.COM'.     

   [You create a 'bootable' disk with this format command:  FORMAT A:/S]


   Step  3:   Place  SALE-A.ARC into drive A.   Place  your  first  disk, 
   labeled  'ACS  Prospect  System  HELP DISK'  into  drive  B.   Enter  the 
   following command:

               B>ARC E A:SALE-A.ARC   <=='E' means 'extract'

   This  will take the one large archive file on drive A and split it into 
   many little files on drive B.       

   Step  4:   Place  SALE-B.ARC  into drive  A.   Then  put  your  second 
   formatted  disk labeled 'ACS Prospect System PROGRAM DISK' into drive  B, 
   and enter the following command:


                            B>ARC E A:SALE-B.ARC 


   Stop 5:   Place SALE-C.ARC into drive A.   With the 'ACS Prospect System 
   PROGRAM  DISK'  still  in  drive B from Step  4,  enter  the  following 
   command:
                           B>ARC E A:SALE-C.ARC


   Step  6:   Place  SALE-D.ARC  into  drive A.   The  insert  the  third 
   formatted  disk,  labeled 'ACS Prospect System TUTORIAL',  into drive  B,  
   and enter the following:

                           B>ARC E A:SALE-D.ARC

                           Installation - page VII 


   Step   7:   Now  go back to each of your 3 formatted disks  and  remove 
   ARC.EXE from each of them.  

   Step   8:   Place the 'ACS HELP DISK' in drive A and the  'ACS  PROGRAM 
   DISK' in drive B.  Go to drive A and execute the following command:


                                 B>PROSPECT









               -----------------Help Screen-------------------


                                HELP SCREENS

   Many of the menus have a HELP option.   To access these,  just push the 
   "H"  key (no quotes,  no [RETURN] key).   By using your arrows and  [Pg 
   Up],  [Pg  Dn] keys,  you can move around the HELP file.   When you are 
   finished looking at the HELP screen,  enter [ESC] to return to the main 
   program  menu.   Almost every menu has a HELP screen.  Some menus  have 
   another assistance-type screen called SAMPLE REPORTS or SAMPLE  LABELS.  
   To access these, you would enter an "S".

   One menu may branch down to a number of other menus.  Think of these as 
   branches  on a tree.   Regardless of how far down the tree you go,  you 
   can always return to the next higher level by typing an "R".  By typing 
   an  "R" repeatedly,  you can always return back to the  beginning,  the 
   Main Program Menu. 




                          Installation - page VIII  


             INSTRUCTIONS FOR INSTALLING IN-CONTROL 12 PACK [TM]
                          Three ready-to-run disks    
   The disks are labeled:
             Disk 1:  SALES-A   <--- This is the 'HELP' disk  
                                     Contains ACSDRVA.OVL
             Disk 2:  SALES-B   <--- This is the 'PROGRAM' disk.
                                     Contains PROSPECT.EXE & ACS1OV.OVL
             Disk 3:  SALESDOC  <--- This is the Tutorial 

         -----If you run this program on a floppy-based system:-----

   Disk  1  should be formatted as a 'bootable' disk.   If not,  copy  the 
   files from SALES-A to a disk that you have formatted with this command:
                                    FORMAT A:/S

   To verify if your disk is 'bootable', check for the existence of a file 
   named  'COMMAND.COM'.   The format instruction above should have placed 
   this file onto your 'bootable disk'.  

   Place disk 1 into drive A and disk 2 into drive B.  Disk 2 contains the 
   executable  program code,  while disk 1 has the Help and support files.   

   Enter this command from drive B:
            B:PROSPECT  <==== this will execute the main program

   Disk  3,  the sales documentation and tutorial,  is not used while  the 
   program  is  running.   It  contains this 60 page tutorial and  can  be 
   printed  out will this command:          
                              COPY SALESDOC LPT1:

   If  you wish to browse through this text file before printing  it  out, 
   you  can use a utility named 'LIST.COM' that already exists on disk  3, 
   with this command:
                                 LIST SALESDOC
              -----If you run this program on a Hard Disk-----

   Create a subdirectory on your hard disk,  such as \PROSPECT,  then copy 
   all  files  from all three disks into that subdirectory.   From  within 
   that subdirectory, enter this command to run the program:
                  PROSPECT  <---- will execute PROSPECT.EXE

   To print out the tutorial, enter this command:
                             COPY SALESDOC LPT1:
   If you wish to browse through the tutorial file, enter this command:
                                LIST SALESDOC

                      -----Note on "Help" options-----
   Many of the menus have a HELP option.   To access these,  just push the 
   "H"  key (no quotes,  no [RETURN] key).   By using your arrows and  [Pg 
   Up],  [Pg  Dn] keys,  you can move around the HELP file.   When you are 
   finished looking at the HELP screen,  enter [ESC] to return to the main 
   program  menu.   Almost every menu has a HELP screen.  Some menus  have 
   another assistance-type screen called SAMPLE REPORTS or SAMPLE  LABELS.  
   To access these,  you would enter an "S". One menu may branch down to a 
   number  of  other  menus.  Think  of  these  as  branches  on  a  tree.  
   Regardless  of how far down the tree you go,  you can always return  to 
   the next higher level by typing an "R".   By doing this repeatedly, you 
   can always return back to the beginning, the Main Program Menu. 
                           Installation - page IX


                          PREFACE TO THE TUTORIALS

   This  program  relates  activities to  prospects.   It  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,  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.   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  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: 
   PROSPECT.   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: PROSPECT.  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 Program  Maintenance.  
   Enter a '5' (without quotes),  and you will then be at the  Maintenance 
   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)  Special features to 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.

   [Note:   If you are using a floppy-based system, observe how much space 
   you have left on drive A, the disk used for data storage.  If you begin 
   to run out of space,  delete all files that end in .DOC.  This will you 
   give you more space for data.]











                                TUTORIAL ONE:



                  Creating one new record in the Prospect File




























                             tutorial 1 - page 1



   The first menu you see when you invoke IN-CONTROL 12 PACK [TM] is:
                                                                      
=============================================================================
---------------------- Prospect and Activity Tracking System ------------   |
                                                                            |
                                     ACS                                    |
                              Main Program Menu                           
                                                                          
  ---------------           ---------------------      ----------------   
  |  07/26/86   |           | Please Choose One |      |  09:26:09    |   
  ---------------           ---------------------      ----------------   
                                                                           
                        1)  Prospect File and Mailing Labels                 
                        2)  Activities File and Proposals/Invoices
                        3)  Reports for Prospects and Activities 
                        4)  Revenue/Expense Report and Statements
                        5)  Other Options
                        6)  Search Through Data                            
                        7)  Appointments                                   
                        8)  Select Category                                
                                                                           
                                                                           
                        X)  Exit System                                    
                                                                            |
                      Category Selected : ALL                               |
                                                                            |
=============================================================================


   With IN-CONTROL 12 PACK [TM] you can relate activities to the  Prospect 
   File,  such  as  phone calls to prospects or inquiries from  customers. 
   From  the  activities are generated future  appointments,  reports  for 
   prospects and activities, and revenue/expense reports.

                         PURPOSE OF TUTORIALS:

   The  purpose  of these tutorials will be to show you how  the  Prospect 
   file   integrates  with  the  Activities  file  and  how  reports   and 
   revenue/expense summaries are generated from them within IN-CONTROL  12 
   PACK [TM].

                             tutorial 1 - page 2



                ==============================================
                |   Adding a Record to the Prospect File      |
                ===============================================



   Let's say that you acquired the business card, below, from someone at a 
   recent trade show.  



                                BUSINESS CARD:

     -----------------------------------------------------------
    |                 Paul Sax                                 |
    |                  ACS                                     |
    |                                                          |
    |             2116 E. Arapaho                              |
    |             Suite 226                                    |
    |             Richardson, TX  75081                        |
    |                                                          |
    |             Phone: (214) 690-6017                        |
    |                                                          |
    ------------------------------------------------------------

   On the back of this card is scribbled the note: "Sells to OEMs only."

   To  bring  this into IN-CONTROL 12 PACK [TM],  go to the  Main  Program 
   Menu, then invoke '1' for the Prospect File.  You will then see:


=============================================================================
                                                                            |     
                    Prospect and Activity Tracking System                   |
                                                                            |
                                  PROSPECT FILE
                                               
            ----------------------------------------------------------
            |                                                        |
            ----------------------------------------------------------
            |                                                        |
            |              A to ADD data                             |
            |              G to GET/EDIT data                        |
            |                                                        |
            |                                                        |
            |              L to print mailing LABELS                 |
            |                                                        |
            |              H for Help on Prospect File               |
            |                                                        |
            |              R to RETURN to main menu                  |
            |                                                        |
            ----------------------------------------------------------      |
                                                                            |
                           PLEASE ENTER YOUR CHOICE :                       |
 ============================================================================

                             tutorial 1 - page 3


   Enter an 'A'.  You will see the blank screen as below.

=============================================================================   
  -------------------- Prospect and Activity Tracking System -------------- |
                                                                            |
Date              /  /                                                      |
Name of Contact:  Addressed as (Mr., Ms., Miss or Mrs.)    :Mr.           
    First Name :                          Last Name :                     
Full Company name of Prospect :                                             
****Address of Prospect ****                                                
Address1  :                                                               
Address2  :                                                               
City :                                                                    
State TX              Zip Code     0                                      
Phone Number  :(   )000-0000                                              
Comment one :                                                             
Comment two :                                                             
Referred by :                                                             
Date Revenue/Expenses were last  summarized  :  /  / Time of update :       
Summary of Revenue/Expenses for this Prospect, all activities :       0.00
Category Selected                                          1              
                                                                          
          MAKE AS MANY ENTRIES AS YOU WANT.                                 |
          WHEN DONE ENTER BLANKS FOR COMPANY NAME                           |
                                                                            |
=============================================================================

   You  can add data into this screen just by moving your  cursor  around. 
   After you have finished entering data,  hit the 'ENTER' or 'RETURN' key 
   enough  times so that you go to the end of the screen.   You will  then 
   automatically move to the next screen.   In this manner,  you can enter 
   one  screen (or record) after the other.  If you want to stop  entering 
   data, leave this field blank that says:

          Full Company name of Prospect :

   This field is important because the computer keeps track of each record 
   by the name that you enter here.  Later on, when you want to search for 
   an existing record,  you have to enter the name that you had originally 
   entered.
    
   Anyway,  enter  the  data from the business card that you saw  earlier.  
   Make  sure that you enter 'ACS' (all caps) for 'Full Company  name   of 
   Prospect'.   The program uses this item to search for other data.  When 
   you come to the field named 'COMMENT1',  enter the handwritten  comment 
   written on the back of the card:  "Sells to OEMs only".  Later on,  you 
   can  search  for any of the keywords,  such as "OEM" or  "Sells".   You 
   would do this from the Main Program Menu,  Search Through Data,  option 
   6.   For now,  just enter the text as shown, then push the [RETURN] key 
   enough to go to the bottom of the screen.   When you are finished,  you 
   will see this on the bottom of the screen.

          MAKE AS MANY ENTRIES AS YOU WANT.
          WHEN DONE ENTER BLANKS FOR COMPANY NAME
          Press Any Key When Ready 


                             tutorial 1 - page 4


   When you push the [RETURN] or [ENTER] key again,  you will see  another 
   blank  screen.   The program assumes you are finished entering  records 
   when you leave this field blank: 

          Full Company name of Prospect :

   Since  you  are now looking at a blank record,  push the  [RETURN]  key 
   enough  times to go to the bottom of the screen,  or,  as a short  cut, 
   hold  down these two keys at the same time:  [CONTROL]  [C],  or  enter 
   'PgDn' on the numeric keypad.  This has the effect of 'flipping' to the 
   bottom of the screen during data entry or edit.   This is true wherever 
   you are in the program.


                ==============================================
                |    Returning to the Prospect File Menu      |
                ===============================================

   Now  go to the "G" option.   You should see (with  slightly   different 
   data):


============================================================================= 
                                                                            |
Date            04/15/86                                                    |
Name of contact:  Addressed as (Mr., Ms., Miss or Mrs.)    :Mr.             |
    First Name :John D.                   Last Name :Cauble, Jr.          
Full Company name of Prospect :         Accounting & Tax Service          
****Address of Prospect ****                                                
Address1  :11056 Shady Trail                                              
Address2  :Suite 101                                                      
City :Dallas                                                              
State TX              Zip Code 75229                                      
Phone Number  :(214)357-5454                                              
Comment one :He is the accountant who does some work for Lolir Lectronics 
Comment two :(also call (214) 357-5461)                                   
Referred by :                                                             
Date Revenue/Expenses were last  summarized  :01/01/01   
Summary of Revenue/Expenses for this Prospect, all activities :   0.00
Category Selected                                        1                
                                                                          
          ENTER N FOR NEXT, P FOR PREVIOUS                                  |
              S FOR SEARCH, M FOR MORE COMMANDS                             |
           RETURN EXIT                                                      |
============================================================================= 

   This  is  the  screen that you saw a second ago,  but with  some  other 
   commands at the bottom:
                    ENTER N FOR NEXT, P FOR PREVIOUS
                        S FOR SEARCH, M FOR MORE COMMANDS
                     RETURN EXIT                             

   This  means that if you enter an "S",  you can search for a record.  If 
   you enter an "N",  you will go to  the next record in the file.  If you 
   re-enter a "P",  you will go back one record,  to the prior one.  We'll 
   come to "M" in just a minute.

                             tutorial 1 - page 5


   For now,  enter "S".   You should hear a beep, and the screen will then 
   go  blank.   Note  that the cursor has now moved to the this  line  (or 
   field):

          Full Company name of Prospect :

   Enter the letters 'ACS',  followed by a [RETURN].    The program should 
   show  you  the  record for the company whose  information  you  entered 
   earlier from the business card.

   When  you search for records,  you use the company name to retrieve any 
   record.  The  company  name is important because,  with this  piece  of 
   information,  the  computer  can locate any record in  the  file.   The 
   company  name does not have to have the same capitalization as you  had 
   originally entered it.  If you wish, you can make a partial entry.  For 
   example,  let's  say that you had originally entered "General  Motors".  
   If,  in searching for this record, you entered "Ge", you would find it, 
   or  a  record  close enough to it that you could use the  "P"  and  "N" 
   option to find it.


   Why would you have a close match, but not a perfect one? Let's say that 
   you  had  originally made two entries:  "General Motors"  and  "General 
   Foods".   If  you searched for "Ge",  the first record satisfying  this 
   requirement  would not be "General Motors",  but "General  Foods".  But 
   right behind it would be the record for "General Motors",  just like in 
   a 3 by 5 card box. Anyway, with the "S" option, you can search anywhere 
   you want,  but you must always put some value there,  not just a blank. 
   If the computer can't find any match at all, it will say:
 
                NOT FOUND
                TRY AGAIN(Y/N)?

   If  you  want to try again to search for  another  record,  enter  "Y"; 
   otherwise, enter an "N" for no.


   After  entering the "N",  you will be back to the prior  menu,  on  the 
   bottom of which is:
          ENTER N FOR NEXT, P FOR PREVIOUS
              S FOR SEARCH, M FOR MORE COMMANDS
           RETURN EXIT                                                    
   

   Enter an "M" for more commands.  You will then hear a beep and some new 
   commands will appear:

          ENTER E TO EDIT, D TO DELETE,
                                       
          PRESS RETURN WHEN DONE

   If you wish to edit this record,  enter the "E".  After doing this, you 
   will  hear  a  beep,  the screen will blink,  and you should  see  this 
   message on the bottom:


          ENTER ALL CHANGES

                             tutorial 1 - page 6


   When you see this, it means that you can move around the screen as much 
   as you wish using the arrows or hitting "ENTER".   Make any changes you 
   wish.  When you come to the end of the screen, you will then see:

           ANY MORE CHANGES (Y/N)?  N

   If  you say "Y",  then you can continue making changes to this  record. 
   Otherwise,  by entering an "N" ,  or just by hitting "ENTER",  you will 
   then see this again:


          ENTER E TO EDIT,  D TO DELETE

          PRESS RETURN WHEN DONE

   If you wish to delete this or any record,  enter the "D"  option.   You 
   should see:


          ENTER E TO EDIT, D HO DELETE,

          ARE YOU SURE(Y/N)?N

   This  system  automatically  inserts an "N" to this answer  unless  you 
   override it by entering a "Y".   If you do enter a "Y",  you will  then 
   see:

          ENTER E TO EDIT, D TO DELETE,

          PRESS RETURN WHEN DONE

   Press "ENTER".  After you go back one or two screens,  you will then be 
   back to the main menu for the Prospect File.

   Note  that you enter the "R" option to get back to the last menu.  This 
   is true from any menu.  "R" will get you back to the last menu.

   After  entering an "R",  you should have returned to the  Main  Program 
   Menu.

                             tutorial 1 - page 7














                                TUTORIAL TWO:




                  Adding two records into the Activity file 

             for the one record just entered into the Prospect file


























                             tutorial 2 - page 8


                     ADDING RECORDS TO THE ACTIVITY FILE:

                         TUTORIAL FOR ACTIVITIES FILE

                                   OVERVIEW

   The Activities file serves 3 purposes:

   1)  As you contact  people over the phone,  the screen will identify to 
   you  detail  information  on that prospect as soon  as  you  input  the 
   company name into the Activity screen,  or the first few letters of the 
   company name. 

   2)  In your absence, your secretary may be receiving inquiries for you.  
   In  those cases where the caller already has a record entered into  the 
   Prospect  file,  your secretary will see all of the detail  information 
   about that prospect in 2 seconds.   If, on the other hand, that inquiry 
   is from a person not known to you,  your secretary will then be able to 
   enter  a  message  plus some more detail  information,  such  as  name, 
   address, and zip code. 

   This achieves two objectives:  a)  You or your secretary can input data 
   into  the Activity file on any prospect,  regardless of  whether or not 
   they  are  already  in the Prospect file.  b) Messages  taken  in  your 
   absence  into the 'NEW' category will not be lost but will  be  grouped 
   together  in  the  activity  reports,  with their  comments  and  phone 
   numbers.  In this way,  you can follow up on all inquiries made in your 
   absence, even if your secretary recorded partial messages.

   3)   All  of  the  activities--both  incoming  inquiries  and  outgoing 
   prospecting  calls--will  generate  reports,  sorted  by  name,  dates, 
   company name,  comments, that will help you track and then follow up on 
   those calls.


   Observe  that if the person is already in the Prospect file,  a lot  of 
   information  is displayed either to you or to your secretary,  but  you 
   input  only  3  new  items per  activity:  "COMMENTS",  "DATE  OF  NEXT 
   APPOINTMENT OR COMMITMENT", and  "REVENUE/EXPENSES FROM THIS ACTIVITY".



                             tutorial 2 - page 9


   From the Main Program Menu, you should see this screen:
                                                                      
============================================================================= 
                                                                            |
---------------------- Prospect and Activity Tracking System ------------   |
                                                                            |
                                     ACS                                  
                              Main Program Menu                           
                                                                          
  ---------------           ---------------------      ----------------   
  |  07/26/86   |           | Please Choose One |      |  09:26:09    |   
  ---------------           ---------------------      ----------------   
                                                                           
                        1)  Prospect File and Mailing Labels                 
                        2)  Activities File and Proposals/Invoices
                        3)  Reports for Prospects and Activities
                        4)  Revenue/Expense Report and Statements 
                        5)  Other Options 
                        6)  Search Through Data                            
                        7)  Appointments                                   
                        8)  Select Category                                
                                                                           
                        X)  Exit System                                    
                                                                            |
                      Category Selected : ALL                               |
                                                                            | 
=============================================================================    

   Select option 2, Activities File.  You should then see this menu:
                                       
=============================================================================
                      Prospect and Activity Tracking System                 |
                                                                            |
                                   Activity File                            |
                                                                           
            |--------------------------------------------------------|     
            |                                                        |     
            |========================================================|     
            |                                                        |     
            |           A to ADD data                                |     
            |           G to GET/EDIT data                           |     
            |           2 for four week/99 year universal calendar   |     
            |                                                        |     
            |           H  for Help on Activity File                 |     
            |                                                        |     
            |           R to RETURN to prior menu                    |     
            |                                                        |     
            |--------------------------------------------------------|     
                                                                            |
                           PLEASE ENTER YOUR CHOICE :                       |
                                                                            |
============================================================================

                             tutorial 2 - page 10


   ======================================================================
   |                         ADDING A 1ST RECORD:                       |
   |             CALLER OR PERSON ALREADY IN PROSPECT FILE              | 
   |                                                                    |
   |                                                                    |
   |  (inquiry made to you or your secretary from an existing prospect, |
   |         or prospecting call that you make to your prospect)        |
   |      This example uses the TEST DATA that comes with the demo.     | 
   ======================================================================

                               (A to ADD data)
                                                                            
   When  you  invoke the "A" option from the Activity menu,  you will  see 
   this screen:

=============================================================================
 ------------------ Prospect and Activity Tracking System ---------------   |
                              Activity File                                 |
                                                                            |
                                                                            
                                                                            
                                                                            
Full Company Name for Prospect  :NEW                                       
  (defaults to NEW.  If you are finished entering records,                  |
   touch the space bar once to remote the NEW)                              |
                                                                            |
=============================================================================
                                                                            
                                                                            
   Let's  say  that you have a prospect named "ACS" in the  Prospect  file 
   that  you  are about to call,  but that you have forgotten  how  it  is 
   spelled.   In this case,  enter just the first letter,  or "A" (without 
   the  quotes),  and the program will search for all companies that begin 
   with that first letter.
                                                                      
         Full Company Name for Prospect  :A                                
                                                                   
   Whatever  letter  appears first will dictate the search  for  similarly 
   named companies.

   [NOTE:  Here  are the three alternate  events that could occur  as  you 
   enter  a name or letter into the blank spaces on the above screen.   1) 
   The program looks to see if the word "NEW" is there.  If so, it sets up 
   a  'NEW"  record.  (or) 2) You type in a name that is in  the  Prospect 
   file.   The program then retrieves all detail information and  displays 
   it  to  you.   This set step is described in a few lines.  (or) 3)  You 
   enter a company name that the system doesn't recognize.  It then  takes 
   the first letter that you entered,  in this case "A",  and searches the 
   Prospect  file for all companies beginning with that name.  The program 
   then presents that list to you,  along with first and last name of  the 
   contact, and his or her phone number.]

                             tutorial 2 - page 11


   After you have typed in an "A", you will see the following screen:
                                                                   
                                                                   
=============================================================================
          The system could not find your entry.                             |
                                                                            |
These are the records in the Prospect File that begin with the first        |
letter of the name you just inputted.  They appear with the name of       
the Prospect, followed by the first and last name of the contact.           
                                                                          
                                                                          
           [To change search width of 1 character(s),                     
             go to the Other Options Menu, option 5]                        
                                                                          
 ACS : Paul Sax, (214)690-6017                                            
 Accounting & Tax Service : John D. Cauble, Jr., (214)357-5454            
 Addmaster/Marchant : Hugh Clary, (818)358-2395                             |
Press any key to continue...                                                |
                                                                            |
=============================================================================

   The  first record is the one you just inputted.   The second and  third 
   records are from the Test Data that comes with this demo.  Remember the 
   correct  spelling of the Company name.   After you press any  key,  you 
   will then see the following screen:

=============================================================================
 --------------- Prospect and Activity Tracking System ------------------   |
                              Activity File                                 |
                                                                       
                                                                       
                                                                       
Full Company Name for Prospect  :NEW                                  
                                                                       
                                                                       
                                                                               |
                                                                            |
=============================================================================


   Now enter the name "ACS" into the space occupied by the word "NEW",  as 
   in (ignore upper and lower case conventions):

                                                       enter this      
             Full Company Name for Prospect :ACS    <=====================


                             tutorial 2 - page 12


   You will then see the following screen:                            
                                                                   
=============================================================================  
The contact for ACS is :                                                    |
                                                                            |
Mr. Paul Sax, (214)690-6017                                                 |
                                                                   
                                                                   
                                                                   
Comments from the Prospect file about ACS :    
                                                                   
                                                                   
                                                                   
Sells to OEMs only.
                                                                   
                                                                            |
                                                                            |
                                                                            |
=============================================================================

                                                                   
   The  purpose  of this screen is to show you the original comments  from 
   the Prospect file about this prospect.   After you then enter any  key, 
   you will see the following screen:


=============================================================================
 ------------------ Prospect and Activity Tracking System ---------------   |
                                                                            |
                                                                          
Name of contact:  Addressed as (Mr., Ms., Miss or Mrs.)    :Mr.           
    First Name :Paul                      Last Name :Sax                  
Full Company name of Prospect :           ACS                               
Category Selected                                             1           
                                                                          
Activity date  :08/04/86               Time      :21:24:25                
Address line one :2116 E. Arapaho                                         
Address line two :Suite 226                                               
City :Richardson                                                          
State TX               Zip code 75081                                     
Phone number  :(214)690-6017                                              
Comments   :                                                              
                                                                          
                                                                            |
Date of next Appointment                               01/01/01             |
How much Revenue/Expense did you incur on this activity :         0.00      |
============================================================================

                             tutorial 2 - page 13



   This screen serves to collect 3 items from you: 

     COMMENTS   :  (200 characters)
     DATE  OF NEXT APPOINTMENT:       <=====leave the default date
                                            alone unless you have an
                                            appointment.
     REVENUE/EXPENSES FROM THIS ACTIVITY:             
                                                                   
   On this activity, lets enter the following:

COMMENTS: "Show demo at 9am for modem 212A."
DATE OF NEXT APPOINTMENT:"12/10/1988"         <=====do not use any quotes
EXPENSE:"50"                                     

   Later on, you can search through all of your comments for any word that 
   you  entered or any partial word by going to the Main Program Menu  and 
   invoking  Option  6,   Search  Through  Data.   Once  that  search  has 
   identified  the  activity  record  in  which  that  word  or  group  of 
   characters has occurred,  it will display the full comment and prospect 
   name to you for each occurrence.

   Observe also that if you enter an appointment into this screen, a whole 
   set  of appointment schedules is available to you from the Main program 
   Menu, Option 8, Appointment Schedules. 

   Also,  any  Revenue/Expense  item  you enter for this prospect  can  be 
   summarized later for any prospect, for any period of time, using Option 
   4, main program menu, EXPENSE\REVENUE  REPORTS.

   In  any  case,  after  you  have entered  the  information  about  that 
   prospect,  you will see the following line appear on the bottom of your 
   screen:
                                                                   
                                                                   
                  IF YOU WISH TO IGNORE THIS ENTRY, ENTER A "1"      
                  Press any key to continue...                       

   If  you enter a "1" (without the quotes),  then this entire  record  is 
   forgotten.  Otherwise, this activity record is appended to the Activity 
   file. 


   The  reason for this is to give you the option of ignoring  prospecting 
   calls that were not completed while you waited on the phone.  Note that 
   if  you  enter nothing in the 4 fields indicated above,  the record  is 
   still saved under that name of that prospect,  unless you issue the "1" 
   to ignore it.


                             tutorial 2 - page 14

 

   ======================================================================
   |                         ADDING A 2ND RECORD                        |
   |             CALLER OR PERSON ALREADY IN PROSPECT FILE              | 
   |                                                                    |
   ======================================================================


   You should now be back to this menu for the Activity file:


=============================================================================
 --------------------- Prospect and Activity Tracking System ------------   |
                              Activity File                                 |
                                                                            |

            |--------------------------------------------------------|     
            |                                                        |     
            |========================================================|     
            |                                                        |     
            |           A to ADD data                                |     
            |           G to GET/EDIT data                           |     
            |           2 for four week/2899 year universal calendar |     
            |                                                        |     
            |           H  for Help/Tutorial on Activity File        |     
            |                                                        |     
            |           R to RETURN to prior menu                    |     
            |                                                        |     
            |--------------------------------------------------------|     
                                                                            |
                           PLEASE ENTER YOUR CHOICE :                       |
                                                                            | 
=============================================================================


   Let's  repeat the last process and add another activity record for ACS. 
   As you again invoke the "A" option from the Activity menu, you will see 
   this screen:

=============================================================================
 --------------------- Prospect and Activity Tracking System ------------   |
                              Activity File                                 |
                                                                            |
                                                                            
                                                                            
Full Company Name for Prospect  :NEW                                       
  (defaults to NEW.  If you are finished entering records,                  |
   touch the space bar once to remove the NEW)                              |
                                                                            |
=============================================================================
                                                                            
   Type the letters "ACS"  over the word "NEW", followed by [RETURN].  
                                                      enter this
             Full Company Name for Prospect  :ACS     <=================


                             tutorial 2 - page 15


   You will again see the following screen:   
                                                                             
=============================================================================
The contact for ACS is :                                                    |
                                                                            |
Mr. Paul Sax, (214)690-6017                                                 |
                                                                   
                                                                   
                                                                   
Comments from the Prospect  File about ACS :    
                                                                   
                                                                   
                                                                   
Sells to OEMs only.
                                                                   
                                                                   
                                                                            |
Press any key to continue...                                                |
                                                                            |
============================================================================

   The  purpose of this screen is to show you the original  comments  from 
   the  Prospect file about this prospect.   After you then enter any key, 
   you will see the following screen:

=============================================================================
 --------------------- Prospect and Activity Tracking System ------------   |
                                                                            |
                                                                            |
Name of contact:  Addressed as (Mr., Ms., Miss or Mrs.)    :Mr.           
    First Name :Paul                      Last Name :Sax                  
Full Company name of Prospect :           ACS                               
Category Selected                                             1           
                                                                          
Activity date  :08/04/86               Time      :21:24:25                
Address line one :2116 E. Arapaho                                         
Address line two :Suite 226                                               
City :Richardson                                                          
State TX               Zip code 75081                                     
Phone number  :(214)690-6017                                              
Comments   :                                                              
                                                                          
                                                                          
Date of next Appointments                              01/01/01           
How much Revenue/Expense did you incur on this activity :         0.00              |
                                                                            |
                                                                            |
============================================================================


                             tutorial 2 - page 16


On this activity, lets enter the following:

COMMENTS: "Mail product literature and check back with prospect on Monday."
DATE OF NEXT APPOINTMENT:"12/15/1988"             <=====do not use any quotes
EXPENSE:"35"                                     


   When  you  are finished entering these values,  enter  [RETURN]  enough 
   times so that you return back to the menu for the Activity file. 




                               ==============
                               |  SUMMARY : |
                               ==============


   You have created two activities records for 'ACS',  each with following 
   comments, Revenue/Expense items, and future appointments:

                                                                FUTURE 
ACTIVITY          COMMENTS:                        EXPENSE    APPOINTMENTS
 #1       "Show demo at 9am for modem 212A."       $50          12/10/1988
 #2        "Mail   product  literature   and        35          12/15/1988
          check   back   with  prospect   on 
          Monday."


   Observe  that you did very little data entry for  each  activity,  even 
   though  a  lot  of detail information was presented to you  about  each 
   prospect--information that you input only once into the Prospect file!


                            tutorial 2 - page 17


                       ================================
                      |   OTHER ITEMS ON THE MENU     |
                      |   FOR THE ACTIVITIES FILE     |
                      =================================


                       ================================
                      |           OPTION "G"          |
                      | RETRIEVING AN EXISTING RECORD |
                      =================================

                             (G to GET/EDIT data)

   This  option  operates  the same way as the Prospect  file.   Once  you 
   understand  how  to  retrieve  a record using the  "G"  option  in  the 
   Prospect file,  then you can do the same in about any other part of the 
   program.  

   Observe that when you search for a record in the Activity file, you are 
   looking  for  a  company name,  using the  "S" option  within  the  "G" 
   screen.

   You can test this by  entering an "S", then adding "ACS" to the company 
   name to search for.  Once you find the first "ACS" record, you can then 
   look  at  the records "behind" that first one,  using the "F"  and  "P" 
   options  (Forward and Prior) to flip back and forth to see each record.  
   All activity records for any one prospect are grouped together by date, 
   then time of message.





                            tutorial 2 - page 18














                               TUTORIAL THREE:




                      Creating Revenue/Expense reports

             from the two records entered into the Activity file

                                in Tutorial 2:


























                             tutorial 3 - page 19




                ==============================================
                |           Generating Financial              |
                |              reports from                   |
                |               the 2 records                 |
                |         that you added to the Activity      |
                |             File (Tutorial 2)               |
                ===============================================


   From the Main Program Menu, you should see this screen:
                                                                      
=============================================================================
                                                                            |
-----------------------Prospect and Activity Tracking System -----------    |
                                                                            |
                                     ACS                                  
                              Main Program Menu                           
                                                                          
  ---------------           ---------------------      ----------------   
  |  07/26/86   |           | Please Choose One |      |  09:26:09    |   
  ---------------           ---------------------      ----------------   

                                                                           
                        1)  Prospect File and Mailing Labels                 
                        2)  Activities File and Proposals/Invoices
                        3)  Reports for Prospects and Activities 
                        4)  Revenue/Expense Report and Statements 
                        5)  Other Options 
                        6)  Search Through Data                            
                        7)  Appointments                                   
                        8)  Select Category                                
                                                                           
                                                                           
                        X)  Exit System                                     |
                                                                            |
                      Category Selected : ALL                               |
============================================================================= 



                             tutorial 3 - page 20


   Select option 4, Revenue/Expense Report.  You should then see this menu:

=============================================================================
                                                                            | 
-----------------------Prospect and Activity Tracking System -------------- |
                                                                            |
    Start Date           Revenue/Expense Summary Menu      End Date    
  |-------------|           |-------------------|      |--------------|    
  |  01/01/1901 |           | Please Choose One |      |  12/12/2999  |    
  |-------------|           |-------------------|      |--------------|    
                                                                      
             1)  Change Start/Stop Date of Summary                    
             2)  Select Prospect Being Summarized :                     
             3)  Summarize and Post all Expenses from the Activity File    
             4)  Generate Summary Report to Printer                    
             5)  Menu for Statements
             H)  Help Screen                     

             R)  Return to Prior Menu                                  
                                                                      
                     Date of most recent posting: 07/13/86            
                          Person to be summarized: ALL                      | 
                   Category Selected (defaults to ALL): ALL                 |
                                                                            |
=============================================================================

   Now  select option 3.   You should then see the following items on  the 
   screen:  (Some of them are from Test Data.)

=============================================================================
UPDATING ALL OF THE RECORDS IN THE PROSPECT FILE                            |
SUMMARIZING ALL DETAIL REVENUE/EXPENSE RECORDS FROM THE ACTIVITY FILE       |
                                                                            |
ACS, Category is :        1                                           
$     50.00, occurred on 07/13/86   <======These 2 dates are when you first
$     35.00, occurred on 07/13/86                   entered the records
Total Revenue/Expense= $    85.00                   into the Activity File
                                                                      
Fourcolor Data Systems, Category is :        1                        
$     33.50, occurred on 03/17/86                                     
Total Revenue/Expense= $      33.50                                          
                                                                      
Lolir Lectronics, Category is :        1                              
$     40.00, occurred on 04/18/86                                     
$     22.50, occurred on 04/22/86                                     
$     18.50, occurred on 05/03/86                                     
Total Revenue/Expense= $    81.00                                          
                                                                      
Texas Commerce Plumbing, Category is :        1                       
$     21.50, occurred on 03/17/86                                     
$     27.50, occurred on 03/17/86                                     
$     40.00, occurred on 04/22/86                                           |
Total Revenue/Expense= $   89.00                                            |

Grand Total....$288.50

Press any key to continue...                                                |
=============================================================================
                             tutorial 3 - page 21


   The first entries you see under 'ACS' are from the two activity records 
   you entered earlier in Tutorial Two.  The records that follow those two 
   are from the test data that comes with the demo disks.  For now, ignore 
   that  phrase:  'Category  is :  1'.   Observe that the  date  following 
   'occurred on' is the date the activity was originally entered.


   After  entering  [RETURN],  you should be back to  the  Revenue/Expense 
   Summary Menu.  If so, enter option 4: 

             4) Generate Summary Report to printer                    

   You will then see:

=============================================================================
                                                                            |
                                                                            |
                                                                            |

                                              
                                                                      
                                                                      
If you wish to send this report to a text file for later viewing, enter a "1"  
now. Enter any other key to print out your report now, including  [RETURN].  

                                                                            |
                                                                            |
                                                                            |
============================================================================= 


   Enter a '1' (no parentheses).  You will then see the following screen:

                                                                      
=============================================================================
   If  you  elect to view this file  now,  enter  "V".   Otherwise,  enter  |
   any other key, including [RETURN]                                        |
                                                                            |
=============================================================================


   Enter a 'V' (no parentheses) to view the report that you have created. 

   After you have entered a 'V',  you should see the report that is on the 
   top of the next page. 


                             tutorial 3 - page 22


=============================================================================
                                                                            |
                                                                            |  



Page No.     1      Prospect and Activity Tracking System
                   Revenue/Expense Report,  Category = ALL
                START DATE =01/01/1901, END DATE =12/12/2999
                         Grand Total = $      288.50

** Prospect  : ACS                                     
  TOTAL $ =     85.00,  2116 E.  Arapaho,  Suite  226,Richardson,  TX, 
75081, (214)690-6017, Paul Sax, Sells to OEMs only.  

** Prospect  : Fourcolor Data Systems                  
  TOTAL $ =     33.50,  7011  Malabar  Street,  ,Dayton,  OH,  45459, 
(513)433-3780,  Steve Takiff,  also, call 800-3-4-color, they produce FASTBASE 
III  

** Prospect  : Lolir Lectronics                        
  TOTAL $  =     81.00,  13933 N.  Central Expressway, Suite 212,Dallas, 
TX,  75243,  (214)234-8032,  Alan Lolir,  also, call 234-8056 ("Shari"), Jerry 
Prado works here John Cauble will bring up SBT system  

** Prospect  : Texas Commerce Plumbing                 
  TOTAL $ =         89.00,  11056 Shady  Trail,  Suite,Dallas,  TX,  75229, 
(214)357-5454,  David  Beard,  interested in an estimating  program,  handling 
material,labor hours,markup,rate, for plumbing 
                                                                            |
ACS HELP                                Keys: PgUp PgDn Arrows ESC=exit     |
                                                                            |
=============================================================================

   Observe in this report that each company is followed by the information 
   that you entered once into the Prospect file, including the comment. 

   After  you are finished browsing though this report,  push the [ESCAPE] 
   key once to return back to the Revenue/Expense Summary Menu.

   Also,  the  program  will  default to summarizing  all  activities  for 
   prospects  who are in the Prospect file.   If you wish,  you can select 
   just one name on which to summarize expenses.   To verify this,  select 
   option 2:
                                     
             2)  Select prospect being summarized :                     

                             tutorial 3 - page 23


   If  you  had  selected  one company  name,  such  as  'ACS',  then  the 
   Revenue/Expense report would be summarized on that one name  only.   In 
   this way,  you can focus the report on one company  or on all companies 
   that  have  activities  with  revenue/expense items  entered  into  the 
   Activity File.

   In  addition  to selecting by company name,  you can  select  the  time 
   period  on  which you wish to summarize  your  revenue/expenses.   This 
   defaults to 1,098 years, but you can change this by selecting option 1:

             1)  Change Start/Stop Date of Summary

   With  this option,  you can select any period you wish,  from a 2  week 
   period that occurred 5 years ago to last months'  expenses.    Whatever 
   dates  you  select will appear on the top of the report that  you  then 
   create.

   If you are unsure of options 1 through 4 mean, you can call up the Help 
   file,  option  H),  which will explain option by option what  each  one 
   does.   Try this now. (When you are finished with the Help screen, push 
   the [ESCAPE] key one to come back to the Expense Summary Menu.  


                ==============================================
                |             Returning to the                |
                |             Main Program Menu               |
                |                                             |
                ===============================================

   You  should be at the Revenue/Expense Summary Menu.   Select the Return 
   option by pushing 'R' once (no quotes),  and you should be back to  the 
   main program menu, below:
                                                                      
=============================================================================
-----------------------Prospect and Activity Tracking System -----------    |
                                                                            |
                                     ACS                                    |
                              Main Program Menu                           
  ---------------           ---------------------      ----------------   
  |  07/26/86   |           | Please Choose One |      |  09:26:09    |   
  ---------------           ---------------------      ----------------   
                                                                           
                        1)  Prospect File and Mailing Labels                 
                        2)  Activities File and Proposals/Invoices 
                        3)  Reports for Prospects and Activities 
                        4)  Revenue/Expense Report and Statements    
                        5)  Other Options 
                        6)  Search Through Data                            
                        7)  Appointments                                   
                        8)  Select Category                                
                                                                           
                        X)  Exit System                                    
                                                                            |
                     Category Selected : ALL                                |
                                                                            | 
=============================================================================

                             tutorial 3 - page 24














                                TUTORIAL FOUR:



                         Creating Appointment reports 

             from the two records entered into the Activity file:






























                             tutorial 4 - page 25




                ==============================================
                |           Generating Appointment            |
                |              schedules from                 |
                |               the 2 records                 |
                |         that you added to the Activity      |
                |             File (Tutorial 2)               |
                ===============================================

=================================================================================== 

   From the Main Program Menu, you should see this screen:
                                              
=============================================================================
                                                                            |
-----------------------Prospect and Activity Tracking System -----------    |
                                                                            |
                                     ACS          
                              Main Program Menu   
                                                  
  ---------------           ---------------------      ----------------   
  |  07/26/86   |           | Please Choose One |      |  09:26:09    |   
  ---------------           ---------------------      ----------------   

                                                                           
                        1)  Prospect File and Mailing Labels 
                        2)  Activities File and Proposals/Invoices
                        3)  Reports for Prospects and Activities 
                        4)  Revenue/Expense Report and Statements
                        5)  Other Options
                        6)  Search Through Data                            
                        7)  Appointments                                   
                        8)  Select Category                                
                                                                           
                                                                           
                        X)  Exit System                                    
                                                                            |
                      Category Selected : ALL                               |
                                                                            | 
=============================================================================

   Select  option  7,  Appointments.   You should then see:
                                                   

                             tutorial 4 - page 26


============================================================================
-----------------------Prospect and Activity Tracking System -----------    |
                                                                            |
                           Appointments  Menu                               |
        *****Make sure your printer is on line before choosing***** 
                            ---------------------       
                            | Please Choose One |       
                            ---------------------       
                                                        
 1)  List out all prior Appointments                    
     (Occurring  prior to today)                        
                                                        
 2)  Produce today's Appointments                       
                                                        
 3)  Print all future Appointments, excluding today's   
                                                        
 4)  Print all future Appointments, including today's   
                                                        
 5)  Display a graphics image of any 14 day prior of  Appointments  

 6)  Select your start/stop date for Appointments, then print out   
 H)  Help Screen for Appointments Menu                  
                                                        
 S)  Sample schedules                                   
                                                        
 R)  Return to prior menu                                                   |
                                                                            |
                                                                            | 
=============================================================================

   Select  option 4.  (Print all future Appointments,  including today's).  
   After you have selected this print option, or any print option for that 
   matter,  the program will first ask you if you want to send this report 
   to  a text file for later viewing.   Answer 'yes' to this  question  by 
   entering a '1'.   A few seconds later, the program will then ask you if 
   you  wish to view the report now.   Answering 'yes' to this question by 
   entering a 'V'.  You will then see the following report:


=============================================================================
                                                                            |
Page No.     1             ALL FUTURE APPOINTMENTS, INCLUDING TODAY'S       |
07/27/86                                                                    |

** DATE : 12/10/88
                                                                       
December  10,  ACS,  Paul Sax,(214)690-6017,  2116 E. Arapaho, Suite  226, 
Richardson, TX, Show demo at 9am for modem 212A.
 

** DATE : 12/15/88
December  15, ACS,  Paul Sax, (214)690-6017, 2116 E.  Arapaho, Suite  226, 
Richardson,  TX,  Mail  product  literature  and check back with  prospect  on 
Monday.                                                                     |
                                                                            | 
=============================================================================

                             tutorial 4 - page 27


   You will observe,  first of all, that each appointment date has its own 
   unique  comment,  which  is the comment that you entered each time  you 
   created  an  activity record.   Secondly,  you will observe  that  even 
   though a lot of information appears for each appointment, such as name, 
   address,  zip code,  and phone number, you did not have to enter hardly 
   any of it yourself.   In other words, the data that you entered once in 
   the  Prospect  file  is drawn over to each  activity  record  that  you 
   create, without you having to re-enter it every time.

   In  any  case,  to  leave the report that you  are  viewing,  push  the 
   [ESCAPE] key once and you should return to the Appointments  Menu.   If 
   you wish clarification of what each of the first 4 options means,  push 
   the  'H' key for help and then browse around the Help  screen,  reading 
   the  definitions of options 1 through 4.   When you are finished,  push 
   the [ESCAPE] key again to return to the Appointments Menu.

   From the Appointments Menu, select option 5:

       5)   Display a graphics image of any 14 day period of  Appointments  

   When you see the following menu,  enter '12/10/88' as the starting date 
   for your graphics display of Appointments:

=============================================================================
                                                                            |
                                                                            |
-----------------------Prospect and Activity Tracking System ----------     |
Enter the starting date for your Appointments                  
To use as the starting point for this Graphics chart.          
                                                               
   Date 12/10/88    <=============enter '12/10/88', the date of
                                  your first appointment.      
                                                               
Enter the scale you wish to use for the Leftmost vertical axis.
It defaults to 1, but you can use a decimal (such as .75) if   
you wish to zoom in, on your Appointments                      
                                                               
                                                               
Scale:           1.00                                                       |
                                                                            |
                                                                            | 
=============================================================================
                                                               

                             tutorial 4 - page 28


   After pushing [RETURN] once or twice,  you will see a graphics image on 
   your screen similar to the one below.  The numbers on the leftmost axis 
   represent the number of appointments that you had scheduled in the past 
   for the days represented on the bottom axis.

=============================================================================
                                                                            |
 |17                                                                        |
 |16                                                                        |
 |15                                                           
 |14                                                           
 |13                                                           
 |12                                                           
 |11                                                           
 |10                                                           
 | 9                                                           
 | 8                                                           
 | 7                                                           
 | 6                                                           
 | 5                                                           
 | 4                                                           
 | 3                                                           
 | 2    ___                      ____                          
 | 1   /   \                    /    \                         
 |      ---  ---  ---  ---  ---  ---  ---  ---  ---  ---  ---  ---  ---  ---    
                                                
        Sat  Sun  Mon  Tue  Wed  Thu  Fri  Sat  Sun  Mon  Tue  Wed  Thu  Fri    
                           Appointments for 14 days    
                      Starting from 12/10/88, Saturday, December 10         |
                          [Press any key to continue]                       |
                  -----Prospect and Activity Tracking System -----          |
=============================================================================
   
   Push any key to return to the Appointments Menu.  In addition to the  2 
   activities that you have created for 'ACS',  you can also,  examine the 
   10 activities that came with your Test Data.  To do this, select option 
   1:

            1)  List out all prior Appointments                    
                (Occurring  prior to today)                        

   The program will again give you some options on creating a text file or 
   printing  it out now.   Indicate that you want to send the report to  a 
   text  file and that you want to view it now.   You should then see  the 
   report on the next page:


                             tutorial 4 - page 29


=============================================================================
                                                                            | 
Page No.     1                         PRIOR APPOINTMENTS                   |
07/30/86                                                                    |


** DATE : 01/02/86
                                                                                         
January  2,  Fourcolor Data Systems, Steve Takiff, (513)433-3780, 7011 Malabar 
Street, ,  Dayton, OH, See Steve at 9am for a presentation
                                                                                         
January  2,  Sabet Electronics,  Doug Quach, (214)783-49n0, 13650 Floyd, Suite 
104, Dallas, TX,  Meet him at his store tomorrow for a demo.

** DATE : 01/03/86
January  3,  Accounting & Tax Service,  John D.  Cauble,  Jr.,  (214)357-5454, 
11056 Shady Trail,  Suite 101,  Dallas,  TX, John would like have a conference 
call with his customer to see if my  service will help him (at 6PM) 
                                                                                         
January  3,  Addmaster/Marchant,  Hugh Clary, (818)358-2395, 2000 South Myrtle 
Ave, , Monrovia, CA, Will meet with Hugh by conference call on Friday at 3PM 
                                                                                         
January   3,  Micro  Distribution Center,  Tom  Lin,  (214)437-6775,  1701  N. 
Greenville,  Suite  905,   Richardson,  TX,  Meet Tom at 11:00 AM  to  discuss 
pricing for his new line.  
                                                                                         
January  3,  Texas Commerce Plumbing,  David Beard, (214)357-5454, 11056 Shady 
Trail, Suite,  Dallas, TX, John would like to see the SBT demo book.  Meet him 
at the Shady Trail office at 1PM 

** DATE : 01/06/86
January  6,  Accounting & Tax Service,  John D.  Cauble,  Jr.,  (214)357-5454, 
11056  Shady  Trail,   Suite  101,  Dallas,  TX,  We recently  sent  him  some 
literature.   Meet  with  John to clarify how it pertains to his  tax  service 
(10AM) 

** DATE : 01/07/86
January  7,  Rex Evilsizor, Rex Evilsizor, (817)282-6977, , , Forth Worth, TX, 
Meet  with  Rex  on  Tuesday  at  11AM  to  clarify  his  subscription  system 
requirements. 

** DATE : 01/09/86
                                                                                         
January  9,  Addmaster/Marchant,  Hugh Clary, (818)358-2395, 2000 South Myrtle 
Ave, , Monrovia,  CA, I committed to Hugh to deliver a prototype of the custom 
register system to him by Thursday at 4PM 

** DATE : 01/10/86
                                                                         
January 10,  North American Investment Corp., Ben Scotkin, (800)537-2580, 1951 
N.W. 19th Street, Suite 200, Boca Raton, FL, On trip to Florida, meet with Ben 
on Friday at 10am                                                           | 
                                                                            |
=============================================================================

                             tutorial 4 - page 30


   After  you  have examined this report,  push the [ESCAPE] key  once  to 
   return  to  the  Appointments  Menu.    You  will  notice  that   these 
   appointments were set up in the past during the period 01/02/86 through 
   01/10/86.  To see this graphically, push option 5:

    5)  Display a graphics image of any 14 day period of  Appointments  

   When you come to the screen below,  enter '01/02/86' into starting date 
   box.


=============================================================================
-----------------------Prospect and Activity Tracking System -----------    |
Enter the starting date for your Appointments                               |
To use as the starting point for this Graphics chart.                       |
                                                                          
   Date 01/02/86        <==============enter '01/02/86'                   
                                                                          
                                                                          
Enter the scale you wish to use for the Leftmost vertical axis.           
It defaults to 1, but you can use a decimal (such as .75) if              
you wish to zoom in, on your Appointments                                 
                                                                          
                                                                            |
Scale:           1.00                                                       |
                                                                            |
=============================================================================
                                                                          
   The resultant graphics image will be similar to the one you did earlier 
   in this tutorial, but with the 10 appointments displayed for the 14 day 
   period that you requested.  Do not worry that you did not set these up.  
   The  activity  records  and their corresponding master records  in  the 
   Prospect file were already created for you in the Test Data as a  means 
   to give you some existing data to manipulate.

   In  any  case  the  bottom of the graphics image  for  this  period  of 
   appointments will look like this:

=============================================================================
       Thu  Fri  Sat  Sun  Mon  Tue  Wed  Thu  Fri  Sat  Sun  Mon  Tue  Wed |  
                           Appointments for 14 days                         |
                      Starting from 01/02/86, Thursday, January  2          |
                          [Press any key to continue]                       |
                  -----Prospect and Activity Tracking System  -----         |
=============================================================================
   After looking over the graphics image,  push [RETURN] once to return to 
   the Appointments Menu.

                             tutorial 4 - page 31



                ==============================================
                |             Returning to the                |
                |             Main Program Menu               |
                |                                             |
                ===============================================


   You  should be at the Appointments Menu.   Select the Return option  by 
   pushing  'R'  once  (no quotes),  and you should be back  to  the  Main 
   Program Menu, below:

                                                          
=============================================================================
                                                                            |
-----------------------Prospect and Activity Tracking System -----------    |
                                                                            |
                                     ACS                      
                              Main Program Menu               
                                                              
  ---------------           ---------------------      ----------------   
  |  07/26/86   |           | Please Choose One |      |  09:26:09    |   
  ---------------           ---------------------      ----------------   

                        1)  Prospect File and Mailing Labels     
                        2)  Activities File and Proposals/Invoices
                        3)  Reports for Prospects and Activities 
                        4)  Revenue/Expense Report and Statements
                        5)  Other Options
                        6)  Search Through Data                            
                        7)  Appointments                                   
                        8)  Select Category                                
                                                                           
                                                                           
                        X)  Exit System                                     |
                                                                            |
                      Category Selected : ALL                               |
=============================================================================


                             tutorial 4 - page 32














                                TUTORIAL FIVE:


                Using the Search option to locate information


































                             tutorial 5 - page 33




                ==============================================
                |           Searching for Data                |
                |             and information                 |
                |            in the 2 records                 |
                |         that you added to the Activity      |
                |             File (Tutorial 2)               |
                ===============================================


   In  Tutorial 1,  you added a record to the Prospect file based on  this 
   business  card:

                                BUSINESS CARD:

     -----------------------------------------------------------
    |                 Paul Sax                                 |
    |                  ACS                                     |
    |                                                          |
    |             2116 E. Arapaho                              |
    |             Suite 226                                    |
    |             Richardson, TX  75081                        |
    |                                                          |
    |             Phone: (214) 690-6017                        |
    |                                                          |
    ------------------------------------------------------------

   On the back of this card was scribbled the note: "Sells to OEMs only."


   In  Tutorial  2 you added these two Activity records  for  'ACS',  each 
   with the following comments, expense items, and future appointments:

                                                                 FUTURE 
ACTIVITY          COMMENTS:                        EXPENSE     APPOINTMENTS
 #1       "Show demo at 9am for modem 212A."       $50          12/10/88
 #2        "Mail   product  literature   and        35          12/15/88
          check   back   with  prospect   on 
          Monday."

   In this tutorial you can search for any first,  last,  or company  name 
   that you wish.   Also, you can select records based on any comment that 
   you entered, such as '212A' or 'literature'


                             tutorial 5 - page 34


   From the Main Program Menu, you should see this screen:
                                   
=============================================================================
-----------------------Prospect and Activity Tracking System ----------     |
                                                                            |
                                     ACS                                    |
                              Main Program Menu   
                                       
  ---------------           ---------------------      ----------------   
  |  07/26/86   |           | Please Choose One |      |  09:26:09    |   
  ---------------           ---------------------      ----------------   

                        1)  Prospect File and Mailing Labels      
                        2)  Activities File and Proposals/Invoices 
                        3)  Reports for Prospects and Activities  
                        4)  Revenue/Expense Report and Statements                   
                        5)  Other Options                   
                        6)  Search Through Data                 
                        7)  Appointments                        
                        8)  Select Category                     
                                                                
                        X)  Exit System                                     |
                                                                            |
                       Category Selected : ALL                              | 
=============================================================================

   Select  option 6,  Search Through Data.   You should see the  following 
   'Fast Search Through Data Menu': 
                                   
=============================================================================
-----------------------Prospect and Activity Tracking System ----------     |
                                                                            |
                       Fast Search Through Data Menu                        |
                            ---------------------                    
                            | Please Choose One |                    
                            ---------------------                    

 1)  Lightning fast search through Prospect file
         (First or last name, Company name.)
          [Simpson's Algorithm -- blast through your data!]
 2)  Similar to option 1, but finds entries phonetically
          [Finds and displays entries that SOUND alike!]
 3)  Search Activity File, exact caps or position within text not required
      Go through comments, first & last name, city, Prospect           
 4)  Search Prospect File, similar to option 3.                        
      Go through comments, first & last name, city, Prospect           
                                                                     
 H)  Help                                                            
                                                                     
 R)  Return to prior menu                                            
                                                                            |
                                                                            |
                    Category Selected (defaults to ALL): ALL                |
=============================================================================


                             tutorial 5 - page 35


   If you want to know in detail what options 1 through 4 are for, then go 
   to the Help file by selecting 'H'.  For now select option 1 by typing a 
   '1':

    1)  Lightning fast search through Prospect file                       

   You should then see this screen. It gives you a choice in searching for 
   either the first,  last,  or company name.  With this option, you could 
   search for all 'Bill's or 'Smith's in your file.  

                                   
=============================================================================
                                                                            |
                                                                            |
                                                                            |
With this option, you can search for any one of the following:       
                                                                     
               First Name                                            
               Last Name                                             
               Company Name                                          
                                                                     
To indicate which of the three you wish to search for, enter a              |
1 for FIRST NAME, 2 for LAST NAME, or 3 for COMPANY NAME.                   |
                                                                            |
=============================================================================
                                                                     
   Enter a '1' for First Name.  You should then see:                    
                                   
=============================================================================
                                                                            |
                                                                            |
                                                                            |
Fast Search through Prospect File                                      
        (First or last name, or Company name.)                           
                ----Exact Capitalization Not Required----                
                                                                     
Enter the Prospect name you wish to search for.                        
If you enter one value, then the system will show you all of the     
records in the  file with the first letter that satisfies            
your search.  For example, if you enter "H" then all of items        
that begin with H will appear.  If you enter two letters, such as RI,
then all of those items that have the same first two characters in your   
selected field will appear.                                          
                                                                     
Observe that in this search, capitalization DOES NOT  matter in          
in your input and in the prospect file.                              
                                                                     
Once you are finished with your searches, enter 'RETURN' without     
any values.                                                                 |
                                                                            |
Enter your letter, letters, or word followed by RETURN:                     |
=============================================================================


                             tutorial 5 - page 36


   Enter the first name 'Paul', followed by a [RETURN].                 
                                   
=============================================================================
                                                                            |
                                                                            |
                                                                            |
                                                                 enter this |
Enter your letter, letters, or word followed by RETURN:  Paul  <==========  |
                                                                            |
=============================================================================

   You  should then see the following list of records in the  Prospect  file 
   that has a first name of 'Paul':
                                   
=============================================================================
                                                                            |
                                                                            |
                                                                            |
                                                                     
Enter your letter, letters, or word followed by RETURN:  Paul               |
 ACS : Mr. Paul Sax, (214)690-6017  <==============program will display     |
Press any key to continue...                                     this.      |
=============================================================================

   Enter  [RETURN] 2 or 3 times,  so that you get back to the 'Fast Search 
   Through Data Menu'.  Then select option 1 again by entering a '1':

    1)  Lightning fast search through Prospect file                       

   You should then see this screen:
                                   
=============================================================================
                                                                            |
                                                                            |
                                                                            |
With this option, you can search for any one of the following:       
                                                                     
               First Name                                            
               Last Name                                             
               Company Name                                          
                                                                     
To indicate which of the three you wish to search for, enter a              |
1 for FIRST NAME, 2 for LAST NAME, or 3 for COMPANY NAME.                   |
                                                                            |
=============================================================================

   This  time select '3'.   This will allow you to search for any  company 
   name.


                             tutorial 5 - page 37


   You should then see:
                                   
=============================================================================
                                                                            |
                                                                            |
Fast Search through Prospect File                                           |
        (First or last name, or Company name.)                           
                ----Exact Capitalization Not Required----                
                                                                     
Enter the Prospect name you wish to search for.                        
If you enter one value, then the system will show you all of the     
records in the  file with the first letter that satisfies            
your search.  For example, if you enter "H" then all of items        
that begin with H will appear.  If you enter two letters, such as RI,
then all of those items that have the same first two characters in your   
selected field will appear.                                          
                                                                     
Observe that in this search, capitalization DOES NOT  matter in          
in your input and in the prospect file.                              
                                                                     
Once you are finished with your searches, enter 'RETURN' without     
any values.                                                                 |
                                                                            |
Enter your letter, letters, or word followed by RETURN:                     |
============================================================================

   This time enter a 'A', as below, followed by the [RETURN] key:      
                                   
=============================================================================
                                                                            |
                                                                            |
                                                                            |
Enter your letter, letters, or word followed by RETURN:  A  <============== |
                                                                            | 
=============================================================================
                                                                     
   You  will  then see this list of companies that start with  the  letter 
   'A'.  Observe  that  'ACS'  is  the record that you  entered  into  the 
   Prospect File earlier in Tutorial 1,  while the other 2 records are the 
   Test  Data  that came with this tutorial.   If you  had  entered  'ACS' 
   instead  of 'A' in your search,  then the program would have listed out 
   the one record that met your request, 'ACS'. 

=============================================================================
                                                                            |
                                                                            |
Once you are finished with your searches, enter 'RETURN' without            |
any values.                                                          
                                                                     
Enter your letter, letters, or word followed by RETURN:  A          
 ACS : Mr. Paul Sax, (214)690-6017                                   
 Accounting & Tax Service : Mr. John D. Cauble, Jr., (214)357-5454          |
 Addmaster/Marchant : Mr. Hugh Clary, (818)358-2395                         |
Press any key to continue...                                                |
=============================================================================

                             tutorial 5 - page 38


   Go back to the  'Fast Search Through Data Menu' by pushing the [RETURN] 
   once or twice.   Once there, select option 3 by entering a '3':    

                       3)  Search Activity File 

   You should then see this screen:
                                   
=============================================================================
                                                                            |
                                                                            |
    Search through comments, first & last name, Company name, city          |
                     (Activity File)                                       
                                                                           
Enter the word or letters that you wish to search for.                     
This program will search through  all of the words in                      
the comments fields, as well as other names or identifiers,                
and pick out all of those records that match your inquiry.                 
                                                                           
Observe that in this search, capitalization does not matter either         
in your input or in the file.                                              
                                                                           
Also, observe that it doesn't matter where the word is located in           
the comment in order for this search to be successful.                     
                                                                           
When you are finished, enter 'RETURN' without any data.                     |
                                                                            |
Enter the letters or word you wish to search for:                           |
=============================================================================

   Earlier, in Tutorial 2 ,  you had added these two Activity records  for 
   'ACS',   each  with  following  comments,  expense  items,  and  future 
   appointments:

                                                                 FUTURE 
ACTIVITY          COMMENTS:                        EXPENSE     APPOINTMENTS
 #1       "Show demo at 9am for modem 212A."       $50          12/10/88
 #2        "Mail   product  literature   and        35          12/15/88
          check   back   with  prospect   on 
          Monday."
                                                                           
   Now you are going to search for these activities by key words,  such as 
   a comment,  or a city.  For now, enter '212a', followed by the [RETURN] 
   key.  
                                                                           
                                   
=============================================================================
                                                                            |
                                                                            |
When you are finished, enter 'RETURN' without any data.                     |
                                                          enter this       
Enter the letters or word you wish to search for: 212a  <==============    
 ACS, 07/27/86, Paul Sax, Richardson, Show demo at 9am for modem 212A.      |
                                                                            |
Press any key to continue...                                                |
=============================================================================

                             tutorial 5 - page 39


   After you see the prior screen,   push [RETURN] once.  When the program 
   prompts you again,  enter the word 'demo',  followed by [RETURN].   You 
   should  then  see a listing of all the activity  records  that  contain 
   'demo',  one  of  which is the activity record that you  entered.   The 
   remainder are Test Data that came with this tutorial.  In this way, you 
   can isolate activities by keywords.    

=============================================================================
                                                                            |
                                                                            |
                                                                            |
Enter the letters or word you wish to search for: demo                     
 ACS, 07/27/86, Paul Sax, Richardson, Show demo at 9am for modem 212A.     
                                                                           
 Lolir Lectronics,  04/18/86,  Alan Lolir, Dallas, purchased SBT demo disk set 
 for Alan.                                                                     
                                                                           
  Sabet  Electronics,  01/01/86,  Doug Quach,  Dallas,  Meet him at his  store 
 tomorrow for a demo.
                                                                            
  Texas Commerce Plumbing,  01/01/86,  David Beard, Dallas, John would like to 
 see the SBT demo book.  Meet him at the Shady Trail office at 1PM  
                                                                           
  Texas  Commerce  Plumbing,  04/22/86,  David Beard,  Dallas,  Purchased  SBT 
 accounting software demo for him.                                          |
                                                                            |
Press any key to continue...                                                |
=============================================================================

   Now  push [RETURN] a couple of times so that you  return to  the  'Fast 
   Search Through Data Menu'. 

   In Tutorial 1, you entered this comment for ACS:

                            "Sells to OEMs only."

   Now  you are going to search for the keyword 'OEM' in the Prospect  File.  
   To do that, select option 4:

                 4)  Search Prospect File, similar to option 3.

   You will then see the following menu (next page):


                             tutorial 5 - page 40


=============================================================================
                                                                            | 
Search through comments, first & last name, Company name, city              |
(Prospect File)                                                             |
                                                                           
Enter the word or letters that you wish to search for.                     
This program will search through  all of the words in                      
the comments fields, as well as ID or names fields,                        
and pick out all of those records that match your inquiry.                 
                                                                           
Observe that in this search, capitalization does not matter either         
in your input or in the file.                                              
                                                                           
Also, observe that it doesn't matter where the word is located in           
the comment in order for this search to be successful.                     
                                                                           
When you are finished, enter 'RETURN' without any data.                     |
                                                                            |
Enter the letters or word you wish to search for:                           |
=============================================================================

   Enter 'OEM',  followed by a [RETURN].  You should then see the activity 
   record that has 'OEM' in the comment.
                                   
=============================================================================
                                                          enter this        | 
Enter the letters or word you wish to search for: OEM  <==================  |
 ACS, Paul Sax, Richardson, Sells to OEMs only ,(214)690-6017               |
                                                                            |
Press any key to continue...                                                |
=============================================================================

   You can also search for a city,  or a first or last name.  In options 3 
   and  4,  you  do  not have to select which of those you want  to  find.  
   These two search options will automatically search through first, last, 
   and company name,  as well as city and comments.    To test this  while 
   you  are  still  in option 3,  enter 'DALL' to pull out  all  of  those 
   records in the Prospect File that are in Dallas.

=============================================================================
                                                         enter this         |
Enter the letters or word you wish to search for: DALL  <==============     |
  Accounting & Tax Service,  John D. Cauble, Jr., Dallas, He is the accountant 
 who does some work for Lolir Lectronics (also call (214)  357-5461),(214)357-
 5454   
                                                                            
  Lolir Lectronics,  Alan Lolir,  Dallas, also, call 234-8056 ("Shari"), Jerry 
 Prado   works  here  John  Cauble  will  bring  up  SBT  system,(214)234-8032            
                                                                            
  Sabet Electronics,  Doug Quach, Dallas, He is owner (or co-owner with Twan), 
 has  some programming skills,  and tried to bring up a Dbase III  POS  system 
 himself,(214)783-4950                                                 
                                                                            
  Texas Commerce Plumbing,  David Beard,  Dallas,  interested in an estimating 
 program,  handling  material,labor hours,markup,rate,  for plumbing,(214)357-
 5454                                                                       |
                                                                            |
 Press any key to continue...                                               |
=============================================================================
                                                                           

                             tutorial 5 - page 41


   Observe that these are all of the records in Dallas.  To pull out those 
   in Richardson, enter 'RICH', followed by a [RETURN].
                                                                           
=============================================================================
                                                         enter this         |
Enter the letters or word you wish to search for: RICH  <===============    |
 ACS, Paul Sax, Richardson, Sells to OEMs only ,(214)690-6017             |
                                                                           
  Micro  Distribution Center,  Tom Lin,  Richardson,  is this the same as  the 
 Taiwanese Mfg (Larry at 644-9396)? ,(214)437-6775 
                                                                            
  P.O.  BOX,  Alyce  Fisher,  Richardson,  they currently have an 8bit system, 
 written in compiled basic,and would like to upgrade.,(214)783-8581         |
                                                                            |
Press any key to continue...                                                |
=============================================================================

   Push  the  [RETURN] key twice.   You should now be at the 'Fast  Search 
   Through Data Menu'.                                           

                ==============================================
                |             Returning to the                |
                |             Main Program Menu               |
                |                                             |
                ===============================================


   Select  the  Return option by pushing 'R' once  (no  quotes),  and  you 
   should be back to the Main Program Menu, below:
                                               
=============================================================================
                                                                            |
----------------------Prospect and Activity Tracking System ----------      |
                                                                            |
                                     ACS           
                              Main Program Menu    
                                                   
  ---------------           ---------------------      ----------------   
  |  07/26/86   |           | Please Choose One |      |  09:26:09    |   
  ---------------           ---------------------      ----------------   

                        1)  Prospect File and Mailing Labels      
                        2)  Activities File and Proposals/Invoices 
                        3)  Reports for Prospects and Activities  
                        4)  Revenue/Expense Report and Statements                   
                        5)  Other Options                   
                        6)  Search Through Data                 
                        7)  Appointments                        
                        8)  Select Category                     
                                                                
                        X)  Exit System                                     |
                                                                            |
                      Category Selected :ALL                                |
=============================================================================


                            tutorial 5 - page 42














                                TUTORIAL SIX:


                    An overview of the 'Layer-in' concept:


































                             tutorial 6 - page 43


                              "LAYER-IN" ABILITY

   This   feature   allows  you to "layer-in" lists of  names  from  other  
   sources,  and still keep all reports and labels separate!    This means 
   that if you  have 1,000  names  in the Prospect File and you purchase a 
   list  of  prospects from someone that has 10,000 names,   you can enter 
   them  into  the  Prospect File and yet  keep  them  separate  from  the 
   original 1,000 when  generating  labels  or reports.    All told,   you 
   can  "layer-in"  99,999,999 different layers or  groups  of  prospects,  
   without  one  layer  overlapping the other when you produce  labels  or 
   reports!

   In  this  way,  the  program is flexible enough so that  it  will  have 
   multiple uses for you.
                                                                      


   The Main Program Menu has option 8:

                   8)  Select Category
                                                                          
=============================================================================
----------------------Prospect and Activity Tracking System ----------     |
                                                                            |
                                     ACS                                    |
                              Main Program Menu                           
                                                                          
  ---------------           ---------------------      ----------------   
  |  07/26/86   |           | Please Choose One |      |  09:26:09    |   
  ---------------           ---------------------      ----------------   
                                                                           
                        1)  Prospect File and Mailing Labels  
                        2)  Activities File and Proposals/Invoices
                        3)  Reports for Prospects and Activities
                        4)  Revenue/Expense Report and Statements  
                        5)  Other Options
                        6)  Search Through Data                            
                        7)  Appointments                                   
                        8)  Select Category                                
                                                                           
                                                                           
                        X)  Exit System                                    
                                                                            |
                      Category Selected : ALL                               |
                                                                            |
=============================================================================


                             tutorial 6 - page 44


   With option 8, you can assign a unique category number to each grouping 
   of prospects in the Prospect File.  

   Let's say that your Prospect File contains names of prospects. Once you 
   identify  a new group of prospects,  such as a newly-purchased  mailing 
   list,  you  can separate them by assigning a unique CATEGORY number  to 
   the  group  while you are entering their information into the  Prospect 
   File.   From that point on, anytime you wish to segregate that block of 
   records from either the Prospect File or Activity file,  just go to the 
   main program menu and enter the CATEGORY option, screen 8.

   In summary,  you can select any one group of prospects in the  Prospect 
   File  by  going  to option 8 and entering the category number  of  that 
   specific group.   At that point, the program appears to be dedicated to 
   just  that  group  of  records and  everything  else  appears  to  have 
   disappeared.  Later, if you wish to combine all records in the Prospect 
   File  together,  you would go to option 8 and enter a '0' for  Category 
   Number.  












                             tutorial 6 - page 45


                      Return this Service Agreement to:
                                     ACS
                         2116 E. Arapaho, Suite 226
                            Richardson, TX 75081

                ACS IN-CONTROL 12 PACK [TM] Service Agreement

   This  service agreement is designed to help the user with any questions 
   as  to the operation of IN-CONTROL 12 PACK [TM],  the ACS Prospect  and 
   Activity  tracking system.   It does not matter whether the question is 
   one of a Prospecting or Sales  nature, a program procedure, or a simple 
   one  of how to install your particular company with ACS  IN-CONTROL  12 
   PACK [TM]. 

   AGREEMENT TERM:

   With  the ACS  SERVICE AGREEMENT,  you have three different measures of 
   service:   1) 12 months,  2) 60 minutes,  or 3) 5 calls whichever comes 
   first.  Once one of these categories expire you will need to renew this 
   service agreement before any additional help can be given.  

   AGREEMENT COST:  $50.00

   AGREEMENT CONDITIONS:

   YOU  PAY  FOR  THE COST OF THE TELEPHONE CALL.   Obviously due  to  the 
   tremendous price the ACS sells its' software for, we cannot offer a 800 
   toll  free number for service as other packages might  offer.   If  our 
   lines are not available we will return the call on a collect basis.

   TIME BEGINS AND ENDS WITH THE SERVICE REPRESENTATIVE.   We do not begin 
   logging  your  call until you begin discussing your question  with  our 
   support staff. 

   I  have read and agree to the conditions of the ACS IN-CONTROL 12  PACK 
   [TM]  SERVICE  AGREEMENT.   Enclosed  is my  check,  money  order,   or 
   cashiers check for $50.00

   End User Signature_______________________________________________

   Date____________________________

   Address__________________________________________________________

   City______________________________________ State_________________

   Zip______________________ 

   Phone Number (include area code):
      Work ________________________________________________________

      Home ________________________________________________________


                       Service Agreement - Appendix A



                                 Appendix B

                                NEW FEATURES:

                             Proposals/Invoices:

   This  option is accessible from the Activity File menu,  A)dd and  G)et 
   options  and  is largely self-explanatory.   As you  add  an  activity, 
   observe  the  bottom  of  the screen.   At one point you  will  see  an 
   instruction about using 'F7' to create a proposal/invoice.   After  you 
   enter 'F7',  the program will branch to the proposal/invoice module and 
   will then prompt you for more information.  

   Note that the comment you enter into any one activity record, up to 200 
   characters,  will  then print out in the body of the  proposal/invoice, 
   along with all name,  address,  and zip code information already in the 
   activity  record.   You may also elect to use your own comments,  up to 
   500  characters,  instead of the comment entered into the  most  recent 
   activity record.

                           Automatic phone dialer:

   This dialer is installed from Other Options Menu,  Install menu, option 
   5. [The Install menu is presented to you upon initial installation, but 
   you  can  return  to  it  at  any  time.]    Once  installed,   it  can 
   differentiate between local and long distance area codes,  and can even 
   dial  a  local toll call for you.   It can dial through  your  PBX,  if 
   necessary,  and  can even connect to a local access number for  a  long 
   distance dialing service, and then input up to 20 digits.

   The  dialing  feature is available to you at these  screens:   Prospect 
   file,  G)et option;   Activity file,  A)dd option;  Activity file, G)et 
   option.    On the bottom of these three screens you will observe either 
   F8 to dial and F9 to hang up,  should you elect to hang up prematurely.  
   Of the 3 entry points into the dialing system,  the most typically used 
   is the Activity file, A)dd option.

   Once  properly installed,  the program will disable your modem so  that 
   between  menus  your modem will not accept incoming  calls.  By  having 
   disabled the modem,  you can continue to receive incoming voice  calls.  
   [Most  dialing programs will dial out but the modem will intercept  all 
   incoming voice calls on the first ring]

                 Select out COMMENT or Prospect for reports:
                          [create your own fields]
   The 'Prospect and and Activity Reports' module now contains the ability 
   to  select out any one prospect or comment [word or phrase] as a  basis 
   for reports.   In this way, you can create your own field names, insert 
   them  into  activity  records,  and then later select  out  only  those 
   records that contain this code or phrase.

                             New Labels feature:
   The labels menu now contains the ability to insert the phone number  of 
   the prospect into your labels, at your option.



                              Appendix C
                  Instructions for Importing External Data

   This  must  be done manually since the program has no way of  verifying 
   the validity of external data.  You must do this yourself by  examining 
   the  work file that you will be creating,  TESTFILE.DBF,  until you are 
   satisfied that it is meaningful (ie,  the data fields match up  between 
   new and old files).  If meaningless data is imported, then the existing 
   data faces corruption.

   These are the steps to import data.

   First,  acquire  a  copy of dBASE III [TM],  dBASE III Plus [TM]  (from 
   Ashton-Tate  Corp.),   dBXL  [TM]  (from  Wordtech  Systems),   or  any 
   interpreter that is compatible with these.

   Secondly,  make  a  copy of the structure of the  main  prospect 
   file, PROSPECT.DBF, with these commands:

   bring up your file  -->     USE PROSPECT
   copy the structure  -->     COPY STRUCTURE TO TESTFILE
   invoke test structure -->   USE TESTFILE
   bring in records      -->   APPEND FROM OLDDATA.TXT DELIMITED WITH ,
       from the old data 

   This  assumes that you have OLDDATA.TXT set up in a  'comma  delimited' 
   format.  Comma delimited data looks like this:

          "John","Doe","Dallas","TX"

   Observe  in this example that four fields are separated (or  delimited) 
   by commas,  and each field is surrounded by double quotes.   You do not 
   need  spaces  between  any one comma and the  double  quotes  that  are 
   adjacent to it.
   Structure for database : PROSPECT.dbf
   Field  Field name  Type       Width     Dec
       1  DATE_SYS Date           8         
       2  SEX Character     19         
       3  FNAME Character     20         
       4  LNAME Character     20         
       5  PROSPECT Character     40         
       6  ADDRESS1 Character     30         
       7  ADDRESS2 Character     30         
       8  CITY Character     30         
       9  STATE Character      2         
      10  ZIP Numeric        5     
      11  ZIP4 Numeric       4                                        
      12  PHONE_1 Character     13          23  VALID2  Numeric      10        
      13  COMMENT1 Character     60         24  PROSPMEMO   Memo       10    
      14  COMMENT2 Character     60         25  VAL1        Numeric    12   2  
      15  REFERBY Character     30          26  VAL2        Numeric     2    
      16  SUM_DATE Date           8         27  VAL3        Date        8    
      17  TIME_SYS Character      8         28  VAL4        Numeric    12    2 
      18  SUMEXP Numeric       12    2      29  VAL5        Date         8    
      19  LABELS Numeric        1           30  VAL6        Numeric      4    
      20  INTEREST Numeric        8       ** Total **                  480 
      21  CLASS Numeric        2                                           
      22  RANDOM1 Numeric      3


                         Definition of fields.
           You must enter a value for fields 1,2,5,19,20.
   1:   DATE_SYS,  date main record first came into system.   For external 
   data, you can use today's date for all records. 
   2:   SEX,  sex identifier such as 'Mr.  ',  'Mrs.','Ms.',  or 'Doctor'.  
   Your entry must be in the Sex Identifier validation  file,  Maintenance 
   Menu. 
   3:  FNAME, first name of prospect.
   4:  LNAME, last name of prospect.
   5:   PROSPECT,  company  name of prospect.   In the absence of a  company 
   name,  you  should join the first and last name together in this field, 
   such as "John Doe".
   6:  ADDRESS1,  first line of address.
   7:  ADDRESS2, second line of address. 
   8:  CITY, city of prospect.
   9:   STATE, state of prospect, a 2 character code consistent with those 
   codes in the STATE validation file, Other Options Menu.
   10:  ZIP, the zip code.
   11:  ZIP4, Zip code plus 4
   12:  PHONE_1, the phone number.  Must be in this format: (214)690-4782
   The area code must start on character 2,  not 1,  of this 13  character 
   string.  The phone number itself must begin at character 6.
   13:  COMMENT1, the first comments field.
   14:  COMMENT2, the second comments field, a continuation of the first.
   15:  REFERBY, referred by whom.        
   16:  SUM_DATE, date expenses were summarized last.
   17:  TIME_SYS, time of last expense summarization.
   18:  SUMEXP,  the  amount of the most recent expense summarization  for 
   this prospect.
   19:   LABELS,   status of labels posted or not posted.   Must be set to 
   '0'.
   20:   INTEREST,  category  of prospect.   Must be set to 1  (the  default 
   value), or above.  Cannot be set to zero.
   21: CLASS, ignore this.
   22: RANDOM1, ignore this
   23: VALID2, ignore this
   24: PROSPMEMO: memo field, points to PROSPECT.DBT 
   25: VAL1     \
   26: VAL2      \
   27: VAL3       \-----------> Ignore these fields, used internally
   28: VAL4      /
   29: VAL5    /
   30: VAL6  /
                  When you are finished with TESTFILE.DBF,  examine fields 
   1,2,5,19,  and  20 to make sure that you have made an entry in them  as 
   per the directions above.

   After you are satisfied that TESTFILE.DBF  has your data, execute these 
   commands:
                      USE PROSPECT
                      APPEND FROM TESTFILE
                      QUIT

   These  delete  all  files that end in .NTX.     Upon  completing  this, 
   execute the program:                        
                     PROSPECT
   The  program will then automatically reindex all files once  it  senses 
   that *.NTX files are missing.


                                 Appendix D

                           Modification of labels:

   All labels are generated with one label form,  LABEL1.LBL, and all data 
   comes from PROSPECT.DBF.


    Options                       Contents                         
   =========================================================
   | Predefined size:       3 1/2 x 15/16 by 1             |
   |-------------------------------------------------------|
   | Label width:            42                            |
   | Label height:            5                            |
   | Left margin:             0                            |
   | Lines between labels:    1                            |
   | Spaces between labels:   0                            |
   | Labels across page:      1                            |
   |=======================================================|


     Label contents 1:  LABELNA2(FNAME,LNAME,SEX)                
                    2:  LABELNAM(FNAME,LNAME,PROSPECT,SEX)
                    3:  TRIM(ADDRESS1)
                    4:  TRIM(ADDRESS2)+LABELNA3(ADDRESS2,PHONE_1)
                    5:  TRIM(CITY)+", "+LABELNA4(STATE,ZIP)+LABELNA5(ZIP4)

   The 'STRZERO' function is unique to the compiler and converts all  zero 
   digits to zero strings.  The functions on lines one and two are UDFs in 
   Clipper  that  tell the printer to skip the company name if it  is  the 
   same  as the first+last name or to skip line one if first and last name 
   are blank.  Line 4 has the UDF to insert a phone number into the label, 
   if requested.  Line 5 skips state or zip code, if left blank.



   The  label  modify command in dBASE III [TM] will not work  because  it 
   will  not understand the UDFs.   Instead,  you must use the stand-alone 
   Clipper [TM] utility LABEL.EXE, and invoke the command:

                                LABEL LABEL1


                                 Appendix E

                Procedure for Canadian and Foreign Addresses: 


                 With respect to the state validation file:
   Note  that  in addition to states and territories,  you can  also  have 
   these  two  entries:   '--' and 'NA'.   The first value  would  be  for 
   foreign  countries,  and would be most commonly used for situations not 
   covered  in  this  file.    'NA' could also be used  if  that  is  your 
   preference.  Note that both of these are valid 'states' and can be used 
   during data entry.  
 
    Note for Canadian and foreign addresses:   If you enter either 'NA' or 
   '--' for your state and '0' for zip,  then these two items are  omitted 
   in the label.   Insert your foreign address in the space for the  city, 
   where you have 40 characters.  An example would be:
      CITY: Montreal (Quebec)  Canada  H2K 4L5            



                                 Appendix F

            Welcome to the Time and Billing  Stopwatch Subsystem

   This  feature  has the ability to clock each activity and to  assign  a 
   cost  or  labor rate [up to 9 of them] to each record in  the  Prospect 
   File.  It  will  give you a detailed financial analysis of every  timed 
   activity.

   Beyond merely accumulating time per activity, it can manipulate charges 
   in such a way as to reflect the way you do your business, with optional 
   minimums, maximums, or fixed fees.  Finally, the program will create an 
   audit trail in every timed activity.


                                 Appendix G
                 Multiple Contacts within the same company:
    
   As you become conversant with the program, you will see how little data 
   entry  is required considering how much data management and reports the 
   program is providing.   In order to do this,  however, some simplifying 
   assumptions  must be made in the way the program relates activities  to 
   records  in the Prospect File.   To create accurate  activity  records, 
   with little data entry from you,  the basic assumption is made that one 
   and only one company name exists for that company in the Prospect File.   
   As  you  enter a company name in the A)dd option in the Activity  file, 
   the  program  will look for a partial  match.   If  made,  the  process  
   continues as though you had typed in the complete name.

   What  if  you  have many individual names for one company,  such  as  5 
   contacts at General Electric?  In this case, you will have duplication, 
   given  the  design of the program.   You must decide  how  to  minimize 
   overlap while giving you access to your data.   For example, one simple 
   way  to  have multiple company names is to assign a different 'GE'  for 
   every prospect,  such as 'GE1',  'GE2',  'GE3',  'GE4',  and 'GE5'.  In 
   other  words,  each contact would have his or her own 'GE'  designator.   
   Then, as you entered 'GE' in the Activity Add option, the program would 
   sense that you did not have an exact match and would display all  'GE's 
   in  the Prospect File to you and then await your revised input. 

   With this scheme, you could enter an address for  each 'GE' record; but 
   finally you must use your own judgment.  If you have 50 contacts inside 
   one building at Ford,  then you don't need to enter the same address 50 
   times,  even though you must create 50 separate records in the Prospect 
   File,  say 'FORD1' through 'FORD50'.   In this case, you might create a 
   51st record with the true address,  called 'FORD SUMMARY', and have the 
   other 50 records refer to that one summary record.

   A  rule  of thumb might be that if there is no consistency  in  whether 
   your  multiple  names reside under the same physical location  and  if, 
   also,  you typically have 5 or fewer duplicate company names, you might 
   consider  standardizing the way you enter those duplicate company names 
   by entering addresses for ALL company records,  even if this means that 
   you have some duplicate data entry in the Prospect File.   This will be 
   easy  to live with since most of the data activity takes place  in  the 
   Activity  File,  not the Prospect File,  and the program takes care  of 
   that for you more or less automatically.

   Note  on  project  management:   If you are attempting  to  track  many 
   persons  at one site,  working for one company and on one project,  the 
   simplest  way  is to assign a unique number to the  category  for  that 
   project  and do not enter a company name what the program asks for one.  
   Remember  that if the program detects that you have entered a first and 
   last  name  without a company name,  it will automatically  assign  the 
   first name + last name to the company name.   For example, if you enter 
   'John'  and  'Doe' for first and last name and then  omit  the  company 
   name, the program will create a company name of 'John Doe'.

   If  you  track the projects by category number rather than  by  company 
   name,  the  program will then group together all records and reports by 
   project.  See also Tutorial 6: 'Layer-in' concept.



                                 Appendix I:
    
                Base Station/Remote Site Consolidation Feature

                        See Main Program Menu, Option 9

   This  feature gives you the ability to consolidate data from  different 
   stations  onto  one master station.   You can think of  the  individual 
   stations as 'Remote Sites' and the master as the 'Base Station'.   

   This  feature  was implemented because many users of this program  have 
   asked for the ability to have a roving feature.   One manager has  many 
   people  working  for  him  in the field using  this  program  on  their 
   individual  laptop  portables.    He  asked  if  he  could  consolidate 
   everyone's  data  onto his desktop computer.   With this  Consolidation 
   Feature, he now can.  

   Each  Remote  Site  goes  to  the menu  for  Base  Station/Remote  Site 
   Consolidation.  This menu has 3 selections: 

                          1)  Output records
                       [used from a Remote Site]
                           2)  Input records
                     [used from the Base Station]
              3)  Change Start/Stop date of Consolidation
             [used only with outputting records, Option 1]

   The  Remote  Site then selects the range of records that  he/she  wants 
   outputted  to  the consolidation disk.   These are the dates  that  the 
   records for the Prospect File and Activity file were originally entered 
   into  the  system.   With the ability to select out records by date  of 
   entry  into the system,  you can make incremental  consolidations,  say 
   every 2 or 4 weeks.  

   An unlimited number of Remote Sites can output their records onto their 
   individual consolidation disks.   The Base Station,  in turn, takes all 
   of  consolidation disks and inputs them one at a time using  option  2, 
   Input records.  If the program detects that it is importing a duplicate 
   record into the Prospect File,  it will stop,  display the questionable 
   duplicate  records  to  you,  and  then ask you  for  a  decision:   to 
   overwrite the original record with the newly imported one,  or to abort 
   the  consolidation  of that one record into the  file.    All  activity 
   records  from  the consolidation disks,  of course,  are added  as  is, 
   without any validation.

   The Base Station must have a hard disk, but the Remote Sites can have a 
   hard disk or be floppy-based.   This feature can also be thought of  as 
   providing  the functionality of a Local Area Network without the bother 
   and  uncertainty  of being dependent on a network.   Let's say  that  4  
   data  entry people are using this program to take information over  the 
   phone.  If their supervisor wants access to the consolidated records of 
   all 4 people,   each person could submit a weekly consolidation disk to 
   the supervisor.   The supervisor,  in turn,  would have a fifth  system 
   that  functioned  as the Base Station and contained only those  records 
   brought in using option 2, above.


                                 Appendix J:
    
            WordStar/MailMerge[TM]/Basica/Output Sequential File

                                  OVERVIEW

   This  option creates a  WordStar/MailMerge[TM] data file using the data 
   from your Prospect/dBASE III file.  The newly created file ends in  the 
   letters:  '.DAT'.   This  WordStar file can then be used to print  form 
   letters  in  MailMerge[TM].   All  character  fields  are   trimmed  of 
   trailing  blanks  to accommodate your form letters.    Along with  this 
   data  file,  the Wordstar  option creates the beginning of   your  form 
   letter and puts it in a file ending in the 3 letters '.DOC' (containing 
   all the MailMerge[TM] commands you need at the start of a form letter). 


                             WORDSTAR CONNECTION

   This option is used to get data from the Prospect file and output it to 
   a file that can be used by WordStar/MailMerge[TM].  This  file can also 
   be  used  by  BASIC and other languages and  products.  In  short,  any 
   product  that accepts "comma delimited" files for input may accept  the  
   file created by this option.

   From the WordStar option,  you will create  two files.   The first file 
   name  ends in .DOC and is a file that can be turned into a form  letter 
   just by calling it up in WordStar and matching it to your form  letter.  
   It  already contains all of the commands needed by WordStar to read the 
   Prospect/dBASE III data file (.DAT).

   The other  file is the .DAT file, which contains all data that you want 
   to  read  into WordStar.   It is formatted sequential  file,  with  all 
   fields in quotes and separated by commas. 

                           DIALOGUE WITH COMPUTER:

   The program will ask you:

    NAME OF DATA FILE FOR WordStar:

   Enter  the  name you want to use use.   Make sure this  name  does  not 
   already exist on the disk.   In particular, make sure you do not have a 
   letter  typed into a .DOC file by the same name or your letter will get 
   wiped out.


   Next,  you will be asked if you want to select records using Data Scan.  
   If  you  answer Y,  you will be able to transfer  selected  records  to 
   WordStar,  using  your  own conditions (See  explanation of  Data  Scan 
   below).

   The program will now create your  .DOC and .DAT files and tell you what 
   it is doing.  


                           DEFINITION OF .DOC FILE

   The  .DOC  file will contain the name of the data file for WordStar  to 
   read,  and a list of field names to read.   If a field name contained a 
   colon,  it  will be changed to dash in the .DOC file for  compatibility 
   with WordStar.


   BEWARE:   If  you are planning to create the same .DAT file  more  than 
   once, be sure to change to the first name of your old .DOC file so that 
   it won't be destroyed when this option creates a new, empty .DOC file.


                           DEFINITION OF Data Scan

   The  power  of  a relational database system like dBASE III is  in  its 
   ability to select data from your Prospect file according to your needs.  
   You may wish, for example, to select out those records for form letters 
   which  are  in California or for those who whose  first name  is  "Ed".  
   The  Data  Scan  option allows you to select  those  records  from  the 
   Prospect file that you need to go into .DAT.


                           OPERATION OF Data Scan

   After you select the Data Scan option, the program will ask you:

     DO YOU WISH Data Scan? (Y/N)

   If you want to use this feature, enter a Y; otherwise enter an N.

   If your entered a Y, you would then see:

       PLEASE ENTER SELECTION CRITERIA
       DO NOT PRESS RETURN

   At  this point,  you must enter the qualifiers that will serve to  pull 
   out  the records from the Prospect file.    These qualifiers must be in 
   the  dBASE  III  command language described in the  dBASE  III  manual.  
   Also,  the  fields identified with the qualifiers must be  exactly  the 
   same  as  the  fields in the fields list,  described   in  Appendix  C:  
   Importing Foreign Data.

   The  commands you enter into Data Scan must be in the dBASE III syntax.  
   A tutorial in that language is beyond the scope of this Appendix.   One 
   excellent reference for dBASE III is:    Command Performance: dBASE III 
   Plus,  Douglas Hergert, Microsoft Press.  In it, or any other dBASE III 
   book,  look up these sections:   Logical Operators, Data Types, Date(), 
   Date  arithmetic,  Date and time  functions,  UPPER(),  VAL(),  CTOD(),  
   AT(),SUBSTR(),  STR(),  Relational  operators,  String  functions,  and 
   String operators.


                  Examples of syntax required by Data Scan:

   The logical operators of dBASE III are:

          Operator       Action
          --------------------------------------------------------------
          .NOT.          Modifies the result of a condition expression.
          .AND.          Builds compound condition expressions that are    
                         true only when parts are true.
          .OR.           Builds compound condition expressions that are    
                         true when any part is true.



   The relational operators of dBASE III are:


          Operator       Meaning
          --------------------------------------------------------------
          =              Is equal to
          <> or #        Is not equal to
          >              Is greater than
          <              Is less than
          >=             Is greater than or equal to
          <=             I less than or equal to



   The data types of the fields identified in Appendix C  are either:
             
                    Character
                    Numeric
                    Date
                    Logical
                    Memo


                               Some examples:
 
   [observe that if you are searching through a character field, you would 
   use quotes around your search value,  such as 'JOHN'.  If you are going 
   through a numeric field, such as zip code, do not use quotes.]

                                 Example 1:
  
        UPPER(FNAME)='JOHN' .AND. UPPER(LNAME)='DOE'

   The 'Upper' designator will convert all characters in the last name and 
   first  name fields to upper case before evaluating them.    This  entry 
   says:  "Pull out those records where the first name =John and the  last 
   name=Doe occur in the SAME record."


                                 Example 2:

UPPER(FNAME)='SAM' .OR. UPPER(LNAME)='SPADE' .OR. UPPER(PROSPECT)='ABC CORP'

   This says: 'Select out those records where the first name = Sam  OR the 
   last name = Spade  OR the company name = ABC Corp.


                                 Example 3:

        'DEMO' $ UPPER(COMMENT1) .AND. ZIP > 75000 .AND. ZIP < 78000 

   The  '$'  dollar sign means 'contained in'.   This string  operator  is 
   described  in the manual.   It will identify all comment1 records where 
   'DEMO' appears,  regardless of position.   This translates to: 'Extract 
   those records where 'DEMO' appears in comment1, regardless of position,  
   AND  where the zip code is greater than 75000   AND where the zip  code 
   is less than 78000.'


                                 Example 4:


      DATE_SYS > CTOD('12/01/1986') .AND. DATE_SYS < CTOD('06/30/1987')

   Manipulating  records by a date requires special commands.   dBASE  III 
   recognizes  the DATE_SYS field as the date when this record  was  first 
   added to the prospect file.  This command says: "pull out those records 
   that were entered after Dec 1,  1986 AND before June 30,  1987."    The 
   CTOD  is  a  special  command that tells the program  to  convert  your 
   character ('12/01/1986') to a date that dBASE III can then  manipulate.   
   CTOD  means 'character to date'.   To manipulate dates,  you must enter 
   your date of inquiry between the quotes next to the CTOD command.


                                 Example 5:

                UPPER(STATE)='TX' .AND. UPPER(LNAME)='JONES'

   Select  out all records in Texas whose last names are  Jones.   Observe 
   that  if you had entered a partial match,  such as 'JON',  the  program 
   will select out those records that meet this partial match.




                                 Appendix K:
    
                          Overview of Memo Options:
              Every prospect record has its own word processor!

   This  exciting new feature allows you to create a second screen  behind 
   any  individual prospect record with free form text of infinite length.  
   In  this second screen,  you can scroll up and down and enter  text  as 
   though you were in a word processor.  

   Indeed, you can think of this second screen as your own word processor, 
   embedded  behind each prospect record.   In addition to entering  text, 
   you  can also import external text files,  such as contracts or  formal 
   bids, into the relevant record associated with that text.  In this way, 
   you can browse through the contract for a prospect six months after the 
   fact  and long after you have forgotten what the content was.   If  you 
   wish to export the memo to an external text file, you can do that too.

   The  memo option presents itself in one of two ways.   When you are  in 
   the  Add option for the prospect file,  the program asks you after  you 
   have  finished  entering all data into the first screen if you wish  to 
   create a memo.   If you elect to do so,  then the program will go  into 
   the Add/Edit memo mode.   If you are in the Get option for the prospect 
   file,  you  will see this option on the lower left:  "F7 Memo  Option".  
   Upon  selecting that,  you will be presented with a comprehensive  menu 
   entitled  "Memo Option Menu".   Each prospect record has his or her own 
   memo menu.   

   It  contains  these  options [the prospect name appears  on  top  after 
   "Custom Memo"]:
       
                   ===Custom Memo for Accounting & Tax Service==
                               Memo Options Menu
                                 ===============   
            ==========================================================
            |             Tuesday, September 22, 1987                |
            ----------------------------------------------------------
            |       1)  Edit the existing memo or create a new one   |
            |       2)  Output the memo to a text file               |
            |       3)  Input a text file into this memo             |
            |              [overwrite existing memo]                 |
            |       4)  Input an external text file into this memo   |
            |              [append to existing memo]                 |
            |       5)  Set Left and Right Margins:                  |
            |                        5                75             |
            |       6) Toggle Edit Screen Code Help [Now On ]        |
            |                                                        |
            |       R)  Return to Prospect record                    |
            ==========================================================
                   [Current character length of this memo = 0]

   This  menu  will tell you at a glance the number of characters  in  the 
   memo, the current margins, and today's date.  You can input an existing 
   text  file into the memo with options 3 or 4.   As your memo begins  to 
   grow and accumulate different items,  you can output it to an  external 
   text file using option 2. 





   Option 1 puts you into the edit mode.  In this option you are presented 
   with  a  full screen word processor with the following message  on  the 
   bottom of the screen:


-----------------------------------------------------------------------------
                              Edit Screen Codes:
  Up arrow = move up 1 line, Down arrow = move down 1 line, Left Arrow = move
  left 1 character, Right arrow = move right 1 word, HOME = start of current
   line, END = end of current line, [CONTROL] HOME= start of memo, [CONTROL]
 END = end of memo, PgUp = Next edit window up, PgDn = Next edit window down,
         [CONTROL] W = Finished editing and save, ESC = abort editing.
  Use [INS] key for inserting text, [DEL] to delete, [CONTROL] B to reformat
-----------------------------------------------------------------------------



   This  message  gives you the codes that you can use in the full  screen 
   word  processor.   Immediately above these codes you will observe  your 
   cursor.   You can type as long as you wish,  just as in any other  word 
   processor.    When finished entering text,  you can save it by entering 
   [CONTROL] W, as per the instructions.  

   After  you  become conversant with the codes,  you can replace the  six 
   lines of the above instructions with this one line:      


--------------------------------------------------------------
        Edit Screen Codes: [CONTROL] W to save, ESC to abort
--------------------------------------------------------------

   To  toggle  back and forth between these 2 different Screen  Code  help 
   screens, enter option 6 on the Memo Options Menu.

               6) Toggle Edit Screen Code Help [Now Off]         



                                 Appendix L:
    
                          Overview of Labels Menu :


   This  Labels  Menu  challenges the power of  any  self-contained  label 
   program  that  you  have  ever used  !   It  can  handle  1,000,000,000 
   different  names,  spread among 99,999,999 discrete categories,  and is 
   fully integrated with the rest of the program.   If you want to print 1 
   label at a time,  you can do that with option 1.   This 'remembers' the 
   last record you added or retrieved into the prospect file.  If you want 
   to  print out all labels,  then select option  2.   To print out  those 
   names added since the last time you printed the labels, use option 3 in 
   conjunction with 4.     

   You  can  even print out labels based on a comment or comments  entered 
   into  the prospect file.   In option 2,  you can either print  out  all 
   labels or only those containing a specific comment or comments [up to 5 
   of  them at the same time].   This feature gives you the ability to add 
   unique  fields  to  the  program by entering  them  into  the  prospect 
   record comments, then selecting them out later for labels.  The reports 
   menu, Report for Prospects and Activities, option 3, Main Program Menu, 
   also has this facility.

   The  remaining  options give you various select and sort  options  that 
   give you total control over your data.

   Additionally,  option A gives you a clear path to your word  processor.  
   Instead of sending labels to the printer, you can elect to send them to 
   a text file, 'VIEW.TXT'. After you leave this program, you can use that 
   text  file within your word processor for insertion into a letter  head 
   or a boiler-plate text.


    ------------------------------------------------------------------------
                              Options for labels                            |
         ----- Make sure your printer is on line before choosing -----      |
                            ---------------------                           |
                            | Please Choose One |
                            ---------------------
         A)  Send labels to printer or text file [VIEW.TXT] [send to printer]
         1)  Generate one label for last record searched or added
                [no Prospect record recently accessed]
         2)  Produce labels for all records in Prospect  File
      [In option 2 you can select on any comment, Prospect file]
         3)  Do labels for those records added since this was selected last.
               [pushing option 4 resets all records to unposted]
         4)  Reset all records to an unposted state
         5)  Generate labels for a zip code or range of zip codes
         6)  Make labels for a letter or range of letters in Company name
         7)  All labels, sorted first by zip codes, then secondly by city
         8)  Insert phone number into labels [default =OFF]        [now Off]
         9)  Activate 'Zip+4' feature in zip code             [Zip+4 Off]
                                                                            |
         H)  Help                                                           | 
         R)  Return to prior menu                                           |
    ------------------------------------------------------------------------




                              OVERVIEW:

   Each label will contain this information: 

                      First name, Last Name
                      Company name
                      Address 1
                      Address 2
                      City, State  Zip code
 
   Observe that if you have left both the first and last name fields blank 
   in your main record in the prospect file,  the label will skip line  1.  
   If  the  company  name  is the same as the first  and  last  name  (but 
   separated by a comma),  the program will ignore company name also,  For 
   example.  If you have this record:
                              First Name:  John
                               Last name:  Doe
     Company Name: John Doe <=== must have 1 space between the two words

   The  program will skip company name once it identifies that the company 
   name is the same as the first plus the second name.

   Each label contains 35 characters at 10 CPI,  even though the label may 
   attempt  to print out up to 42 characters.   If your labels spill  over 
   beyond  35 characters,  put your printer into the compressed  mode  (12 
   CPI).   At  12  CPI,  the printer can fit up to 42 characters onto  the 
   label.

                    Note for Canadian and foreign address: 

   The program can also manage foreign addresses.   To see how to do this, 
   go to Appendix 'E'.

   Procedures for Canadian/Foreign records and labels...........Appendix E

                               ==============
                               |  OPTION A: |
                               ==============

              Send labels to printer or text file ['VIEW.TXT']  
 
   This  option  is  useful  when  you wish  to  bring  name  and  address 
   information  into  a  word  processor,   such  as   WORDSTAR[TM].    By 
   selectively  outputting these labels to an external text file,  you can 
   import  'VIEW.TXT' into your word processor,  and then manipulate  that 
   address information inside your word processor document.


                             When used with option 1:
   In a hard drive system, every time you write one label to VIEW.TXT, the 
   program will accumulate those labels until you exit the program.  Then, 
   when  you  re-enter the program,  this accumulating process will  start 
   over again.

   In  a floppy based system,  every time you elect to write one label  to 
   the text file VIEW.TXT,  you overwrite the prior label that was sent to 
   that file.


                      When used with all other options:

   Whenever  you  invoke a label option other than number 1 and  elect  to 
   send  those  labels  to a text file,  the  program  will  automatically 
   overwrite the prior VIEW.TXT.

                               ==============
                               |  OPTION 1: |
                               ==============

   Option  1  prints out the label for the last record that  you  examined 
   with the Get option,  Prospect File. Also, when you are entered records 
   into  this file with the Add option,  option 1 on this menu will  print 
   out the label for the last record added.


                               ==============
                               |  OPTION 2: |
                               ==============

   Option  2  generates labels for all records in the  Prospect  file.  Of 
   course if you have already gone to the Main Program Menu and selected a 
   category of interest that selects out some records,  only those records 
   in  your selected category will be printed out.   See the  Help screen, 
   Main Program Menu,  Option 8,  for a further explanation of how you can 
   "layer-in" data.  That feature affects which labels are printed out, if 
   you elect to "layer" or segregate your data. 


                               ==============
                               |  OPTION 3: |
                               ==============

   Option 3 works with option 4,  but is independent of either option 1 or 
   2.   In  brief,  option  3 will print out only those labels  from  your 
   Prospect  file that have been added since was option 3 was invoked  the 
   last time.   In a sense, option 3 is "posting" those records  for which 
   it generates labels.   Then, when you wish to print more labels, option 
   3  checks  to see which are "unposted" and   and then prints  out  only 
   those labels.  

   For example,  lets say you have 300 records in your Prospect  file.  If 
   you  select option 2 to print out your labels,  you will print out  300 
   labels.  If you add another 30 records  in the next two week period and 
   attempt to print them out again using option 2,  the computer will then 
   generate 330 labels.

   If  instead of using option 2 the first time to  print out the  labels, 
   you  had used option 3,  you would have generated  300  labels.   After 
   adding  30 more records,  though,  if you had selected  option 3 again, 
   you  would have had just 30 labels print out--just those that had  been 
   added to the Prospect file since option 3 was selected last. 



                               ==============
                               |  OPTION 4: |
                               ==============

   Option  4 resets all records from a "posted " to an  "unposted"  state.  
   This has the effect of reversing all those entries made by option 3. 

   When  you  invoke  option  4,  you  will  see  the  following  type  of 
   information:

  ===========================================================
     THIS WILL REVERT ALL RECORDS BACK TO THE UNPOSTED STATE.   
                                                                
   THE CURRENT STATUS OF THE RECORDS IN THIS FILE IS :             
                                                                       
     TOTAL NUMBER OF RECORDS IN THE PERSON   FILE :             
          11 records                                                      
     TOTAL NUMBER OF POSTED RECORDS :                           
           1 record                                          
                                                                       
     IF YOU WISH TO ABORT THIS RESETTING PROCESS, THEN ENTER A "R".  
   =============================================================       
                                                                       

   This  screen will show you the total number of unposted records in  the 
   Prospect  file  and  those that are posted (already have  had  a  label 
   printed out using option 3).  Also, at the end of that menu, you have a 
   choice to abort the RESETTING process by entering an "R".


                               ==============
                               |  OPTION 5: |
                               ==============

   With this option, you can select labels for one zip code or for a range 
   of zip codes.  Once you select this, you will see this screen: 


                                                                       
=========================================================================== 
WITH THIS OPTION YOU CAN GENERATE LABELS FOR ONE ZIP OR A RANGE OF ZIP CODES
                                                                       
If you want to select one zip code for your labels, enter a "1".       
If you wish to select a range of zip codes for your labels, enter a "2".    
=========================================================================== 
                                                                       
                                                                       
If you select "1", then you will see this line:                      
                                                                       
    "Enter the single zip code you have selected:"                    
                                                                       
                                                                       
If you had selected "2", then you would see:
                              

      "Enter the first zip in the range you have selected: 70000" 
                                                                            
     "Enter the last zip in the range that you have selected: 80000"        




                               ==============
                               |  OPTION 6: |
                               ==============
                                                                           


WITH  THIS OPTION YOU CAN GENERATE LABELS FOR ONE LETTER OR A RANGE OF LETTERS 
IN THE COMPANY NAME.                                               
                                                                           
After you invoke option 6, you will see this screen:


==============================================================

If you want to select a letter  for your labels, enter a "1".              
If you wish to select a range for your labels, enter a "2".                

==============================================================             
                                                                           
                                                                           
If you select "1" (no quotes), you will then see this screen:              
                                                                           
=====================================================================      
WITH THIS OPTION YOU CAN GENERATE LABELS FOR ONE LETTER OR A RANGE OF      
LETTERS IN THE COMPANY NAME.                                               
                                                                           
If you want to select a letter  for your labels, enter a "1".              
If you wish to select a range for your labels, enter a "2".                
                                                                           
                                                                           
* If you enter one letter, such as "L" (without the quotes), then all labels   
with a company name that begin with that letter will be printed.  If you enter 
two letters, such as "Lo", then all labels that begin with those two letters   
will be printed. Observe that you must meet all upper/lower case conventions.  
                                                                           
Enter the single letter or letters  you have selected:                     
=====================================================================      


If you had selected "2", you would have seen this screen instead:          

                                                                           
=====================================================================      
WITH THIS OPTION YOU CAN GENERATE LABELS FOR ONE LETTER OR A RANGE OF      
LETTERS IN THE COMPANY NAME.                                               
                                                                           
If you want to select a letter  for your labels, enter a "1".              
If you wish to select a range for your labels, enter a "2".                
                                                                           
Enter the first letter or letters in the range you have selected:           
                                                                            
Enter the last letter or letters in the range that you have selected:       
                                                                            
=====================================================================       




                               ==============
                               |  OPTION 7: |
                               ==============

   This  option will sort and print all labels by zip code.   Within  each 
   zip code, the labels will be sorted by company name.


                               ==============
                               |  OPTION 8: |
                               ==============


   8)  Insert phone number into label [default =OFF]            [now off]

   This  option  will insert the phone number in the line for  the  second 
   address, typically used for 'Suite 322' type of information.  




                               ==============
                               |  OPTION 9: |
                               ==============


   Activate  'Zip+4'  feature  in  zip code.   If you  elect  to  use  the 
   additional  four  digits in your zip codes,  then select  this  feature 
   [On].   This  will print out the additional four digits in the  labels; 
   otherwise, they are omitted.


                                 Appendix M:
                            Automatic Statements:

   The  Statements Menu is accessed from the Revenue/Expense Summary Menu, 
   option   5:    Menu  for  Statements.    Some  of  the  functions   are 
   interrelated.    Choosing   the  start/stop  date  of  the  summary  in 
   Revenue/Expense also selects the same range in the Statements.

   This  Menu  is a true accounting module,  unlike  the  Proposal/Invoice 
   sections in the program that are word processing  in nature.

   Options  1  and  2 will create the statements for you  after  you  have 
   defined  some default values in option 3.   They draw  their  financial 
   data  from  the activity records.   They will both print out  the  same 
   values  on each statement,  but the Detail Statement will show you  the 
   activities that were summarized to the statement.  

   Remember that the statements module will take all positive values,  add 
   them  together,  then  subtract any negative ones it finds in  activity 
   records.   This  is important to know if you want to  reflect  payments 
   made against an account,  as with a CPA,  or if you want to show payoff 
   history associated with a debtor in a collections system.

   Option   3  gives  you  the  flexibility  to  define  certain  economic 
   characteristics of each statement.  Specifically, you would make one of 
   these three selections: 

                      0 = all statements printed.
   1 = only statements selected that meet a minimum amount, no maximum.
   2  = only statements selected that are between a minimum and a  maximum 
   value.

   The  selections above refer to the summary of the activities  selected, 
   not to a value or charge in any one of them.   You,  of course,  define 
   the minimum or maximum after having made the appropriate selection.

      ------------------------------------------------------------------------
   Start Date                   Statements Menu           End Date          |
  ---------------           ---------------------      ----------------     |
  |  01/01/1901 |           | Please Choose one |      |  12/12/2999  |     |
  ---------------           ---------------------      ----------------

                       1)  Create Summary Statements

                       2)  Create Detail Statements

                       3)  Create Format for Statements

                       4)  Select dollar range of Statements

                       H) Help Screen

                       R) Return to prior menu                              |
                                                                            |
  [Status of Option 4: All records selected, No minimum or maximum selected]|
                         Prospect to be summarized: ALL                     |
   -------------------------------------------------------------------------


                                 Appendix N:
        Printit v3.5, Print functions provided in memos and VIEW.TXT
   [Note:  The  documentation below is supplied by the author of the print 
   functions used in  memo and VIEW.TXT,  Jack A.  Orman.    The  'Running 
   PRINTIT'  instructions can be used for printing an external file,  such 
   as SALESDOC.] 

                          PRINTIT v3.5
                      Copr. 1987 by Jack A. Orman 
                         Armada Sound Lab, Box 858
                         Southaven, MS  38671

   This  special version of PRINTIT was written for exclusive distribution 
   with  PROSPECT  by  Paul  Sax  of  ACS  Consultants.   It  is not to be 
   distributed except as part of PROSPECT and must not be  altered in  any 
   manner.    PRINTIT   v3.1   is   a  standalone  version  for  shareware 
   distribution  and is available on many commercial BBSs or directly from 
   the author at the above address.

                               Running PRINTIT

   The  proper  format  to  use this program to print an ASCII file is  to 
   enter   the  program  name  on the command line followed by a space and 
   then the name of the file to be printed. Example:

                          PRINT35 filename <ENTER>

   The  filename  can  be  any  legitimate MS-DOS name including  optional 
   drive or path designations.  If the file cannot  be  found,  a  message 
   will  appear  on the screen briefly and then it will return to DOS.  If 
   the file can be found,  a window will open and you will be prompted  to 
   enter the following information:

    Top Margin      default= 5
    Bottom Margin   default= 5
    Lines/page      default=56
    Left Margin     default= 2
    Number pages    0= no numbers
    Header String   <ENTER>= no header

   Hitting  ENTER  at any menu selection will use the default values.  The 
   header  string is limited to 48 characters  and  the  current  date  is 
   automatically printed at the end of the header.

   Most  printers  default  to  a  6 line per inch vertical spacing  which 
   gives  66 total lines per page  on  a  standard  8  1/2  by  11  sheet.  
   Therefore,   the  top margin + bottom margin + Lines/page must equal 66 
   for the printout to be produced in the proper format.  For 8 lines  per 
   inch spacing, 5 + 5 + 78  would be good starting values.

   Make certain that the printer is powered up and on-line before  running 
   this  program  to avoid hanging up the system. No checks are performed
   to test printer readiness.

   PRINTIT   is  furnished  without  liability or guarantee of fitness and 
   suitability for any  specific  purpose.   It  is  up  to  the  user  to 
   determine appropriateness for each application.
                        Jack A. Orman      11/01/1987



                                 Appendix O:
                  Create your own on-line Help/Data Screen!

   This  option allows you to define your own industry-specific  Help/Data  
   screen  and  then  view it anytime throughout the program  by  entering 
   'F1'.  

   Some  applications require that you have detailed lists or codes nearby 
   as you do data entry into the program.  This would be particularly true 
   if  you  are trying to enter codes specific to your industry  into  the 
   prospect of activity records.   

   This  Help/Data  screen  can  contain a few entries  or  up  to  15,000  
   characters.  You can either input this industry specific information at 
   the  keyboard or,  if already typed,  import an external text  file  in 
   place of your manual typing.

   Observe this option on the Main Program Menu:

             A)  Create an on-line Help/Data screen  [ now Off] 

   After you select 'A', you will then see this menu:

   -----------------------------------------------------------------------    
      --------------- Prospect and Activity Tracking System-----------   | 
                                                                         | 
                               Memo Options Menu                         | 
                                ===============                            
            ----------------------------------------------------------     
            |              Monday, November 9, 1987                  |     
            ----------------------------------------------------------     
            |       1)  Edit the existing memo or create a new one   |     
            |       2)  Output the memo to a text file               |     
            |       3)  Input a text file into this memo             |     
            |              [overwrite existing memo]                 |     
            |       4)  Input a text file into this memo             |     
            |              [append to existing memo]                 |     
            |  5)  Set Left\Right Margins:          5            75  |     
            |       6)  Toggle Edit Screen Code Help   [Now On ]     |     
            |       7)  Print options  [Printit v|.5 [TM]]           |     
            |       8)  Activate Help\Data option      [Now On ]     |     
            |       R)  Return to the Main Program Menu              |     
            ----------------------------------------------------------     
                                                                         | 
                  [Current character length of this memo = 0 ]           | 
                                                                         | 
   ----------------------------------------------------------------------| 
    
      Note   that  this  menu is similar in function to the one  described  
   in Appendix K,   Memo Options,   with one exception:  at this menu, you 
   have  option 8.   This allows you to turn 'On' or 'Off'  the  Help/Data 
   screen.

   The  memo you create here is accessible throughout the  entire  program 
   just by entering the 'F1' function key! 



                                 Appendix P:
                           Automatic data back-up

   As  you exit the program,  you will be asked if you wish to back up all 
   of your data.   If you elect to do so,  the program will take all  data 
   and memo files, place them into one archived file, and compress them.

                                                                           
                          Dialogue from the program:
                 [assuming that today's date was November 9]                                
                                                                           
                                  Screen 1:

   ------------------------------------------------------------------------
   The  program will create one archive file containing all of your  data, |
   and  place it onto a backup disk in the disk drive of your choice.   To |
   help you identify the latest back up, the date is automatically  formed |
   as part of the title.                                               
                                                                              
   Enter the disk drive where your back up disk is located: 
   [Please include a colon following the letter, as in 'A:' or 'B:'] 
                                                                           
                                                                           |
                                   A:                                      |
                                                                           |
   ----------------------------------------------------------------------- 

                                                                           
                                  Screen 2: 
                                                                           

   ------------------------------------------------------------------------
                      Receiving your data later:                           |
                                                                           |
   All  of  your  data  files will be saved  into  one  archive  file  and |
   'date'stamped'   to   help   you  later in  determining  which  of  the 
   archives  has the most  recent data.   The data today,  for example was 
   stored in this file:   B:1109ACS.ARC              
                                                                           
   The   first  two  letters  stand for the month,   while  the  last  two 
   identify   the   date during the month on which this backup  was  made.   
   Let's  say that you see  '0804ACS.ARC' on your data disk.   This  means 
   month '8',  day '4', or August 4.  If you saw '1123ACS.ARC',  this file 
   was  created  on month '11',   day '23',  or   December   23rd.     The  
   purpose  for this numbering scheme is so that you  can   have  multiple 
   back up files on one disk,  space permitting, and yet tell at a  glance  
   which is the most recent one.                                      
                                                                           
   Later on,  if you need to restore archived data, enter a command in the 
   form:    
                            PKXARC B:1109ACS.ARC                          
   Use  the PKXARC command on the archive file with the most current date.  
   After   finishing   this,   make sure that delete all files  ending  in |
   'NTX' BEFORE  you execute PROSPECT.EXE.                                 |
                                                                           |  
   ------------------------------------------------------------------------


                                 Appendix P:
                           Automatic data back-up
                                 [continued]


                                                                           
                                  Screen 3:                       

                                                                           
   ------------------------------------------------------------------------
       Execute BACKUP after you have left the program:                     |
                                                                           |
   The program has just created an external batch file,   BACKUP.BAT.  You 
   must  execute  this  after you have left the  program.    The  computer 
   doesn't have enough memory to execute it internally  now.    BACKUP.BAT 
   has   all of the correct commands to backup the proper files  into  the 
   appropriate ARC file,  but you must still execute BACKUP after you have 
   left the program. 
                                                                           |
                                                                           |  
   ------------------------------------------------------------------------  





                                    Appendix Q
                  Using the CALLBACK feature in the Activity file


   In  the early development of this program,  some users would go through 
   this process to create a daily follow up list:

   1)  Create  'Today's Appointments' report from the Appointments Menu.
   2)  Place  'Today's Appointments' next to the computer.
   3)  Go to the Activity file, ADD option and add one activity record for 
   the name of every prospect on the 'Today's Appointments' printout.


   After a while, my customers began asking me to streamline this process.  
   From these requests came the CALLBACK feature.  

   This function is ideal for those who do continuous daily telemarketing.  

   Let's  say  that you had committed to 15 callbacks on a  given  Monday. 
   Instead  of having a printed 'Today's Appointments' report in front  of 
   you,  the program will automatically 'stack up' those 15 callbacks  [or 
   any  appointment/commitment]  behind the CALLBACK  option.    Once  you 
   select  this  feature,  the program go into a loop 15 times  until  all 
   callbacks are processed. 

   This loop consists of:

   1)   Identifying  the name of the current prospect being  processed  in 
   this  'stack' of 15.
   2)   Displaying  the  date when the  original  commitment  for  today's 
   callback/commitment was made in a prior activity record .
   3)   Showing the comments entered in the prior activity record that had 
   created today's callback/appointment.
   4)  Creating a new activity record for THAT prospect as though you  had 
   gone into the ADD option for the activity file.  Note that all features 
   in  the activity Add mode remain intact,  such as:   dailing the  phone 
   number and  creating proposal/invoices.


   Observe that if you are unsuccessful in competing the callback and  you 
   identify  that you wish to 'ignore this record',  the program will keep 
   that  callback in its 'stack' until you have successfully processed  it 
   today.


   If you want to go to lunch, you can abort the processing of the 'stack' 
   of 15 at any time.   Once you leave this CALLBACK routine,  the program 
   remembers  how  many were in the original 'stack' [15],  and  how  many 
   remain unprocessed.   After lunch, if you re-enter the CALLBACK option, 
   the program will remember where in the 'stack' you left off.

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