           MatchBase
           Written By 
           Mountain Software
           245 W. Edison, Suite 230 
           Mishawaka, IN   46545
        
        User's Manual
        Copyright Brett A. Simpson, 1991-1995, All Rights Reserved
        
        There is no warranty of any kind (express or implied) related to this 
        product, including without limitation any implied warranties of 
        merchantability or fitness for a particular purpose.  The copyright 
        owner/author may not be held liable for any special, incidental, 
        consequential, indirect or similar damages due to loss of data or 
        for any other reason including any loss of other damages arising out of 
        pocket or or because of an  inability to use the software.  By using 
        the software you agree to this.  The person using the software bears 
        all risk as to the quality and performance of the software
         
        SECTION 1: System Requirements
        
        SYSTEM REQUIREMENTS
        To  run this software, you will need an IBM PC, XT, AT, PS/2
        or  compatible computer with a minimum of 640K of memory and
        ONE floppy disk.  A printer with a minimum of 132 columns is
        required  for printed reports.  NOTE: Most printers  support
        "compressed mode" which allow 132 characters.
        
        If  you  have more than a thousand entries, a hard  disk  is
        strongly recommended.  A minimum of a 20 megabyte hard  disk
        is recommended. With a 20 megabyte hard disk, you could have
        over 40,000 clients.
        
        A  high density floppy drive can only store information  for
        about 2,500 clients!  If you expect to have more than 40,000
        clients, you will need a hard disk with a capacity of 30  or
        40 megabytes.
        
        No  other software is required (except for the DOS operating
        system).   However,  we recommend you  purchase  a  back  up
        utility  for  your  hard disk.  Your data  files  should  be
        backed  up any time you've made significant changes.  (DON'T
        FORGET  TO  DO THIS).  A good rule of thumb is to completely
        backup  your data files (those ending with .DBF and  .  DBT)
        anytime you've made more new entries than you'd want to type
        over again.
        
        SECTION 2: Getting Started / Setup
        
        GETTING STARTED
        This software can be set up for use on a hard disk or floppy
        disks.   If  you  know  how to make copies  of  disks  using
        DISKCOPY,  then make a copy of the disk that  came  in  this
        package.  This way, if anything goes wrong, you won't damage
        your  master  copy.   If  you should  lose  or  damage  your
        original disk and don't have a back up copy, we will replace
        it   at   no  charge  -  the  first  time.   Any  subsequent
        replacements will cost $5 each.
        
        MAKING BACK UP COPIES
        On  the  Main Menu, move to UTILITIES MENU by typing "b"  at
        "Key  in Entry Number" located at the bottom of your screen.
        Next  select  Full Back Up and start inserting the  numbered
        Drive  "C"  discs.  When Drive "C" is completely backed  up,
        the  screen will say "Starting backup of drive "D".   INSERT
        FIRST  "D"  DISC  IMMEDIATELY.  If you  hesitate  too  much,
        FORMAT "yes" or "no" will appear - always type "no".   THEN,
        insert first DRIVE "D" disc.  When backup is completed,  the
        screen will return to the Main Menu.  Full Back Up is to  be
        done every one or two months.
        
        Do  Incremental  Backup the same way as above.   Incremental
        Backup should be done once a week.
        
        SETUP
        
        COMPUTERS WITH FLOPPY DISKS ONLY
        Put your DOS System disk in the "A" disk drive and type the
        following at the A> prompt:
        
             FORMAT B:/S
        
        You'll be prompted to put a new disk in the "B" drive.   Put
        a blank disk in the "B" drive.  Press ENTER.
        
        When  the  words "Format Another (Y/N)?" appear,  press  the
        letter  "Y."   Put another blank disk in the "B"  drive  and
        press the ENTER key again.
        
        You  have now formatted two blank disks and have copied  the
        DOS Operating System onto those two disks.
        
        Next place the original disk you received in this package in
        the  "A"  drive  type  diskcopy a: a:.   This  will  make  a
        duplicate copy of your database program.  Use this duplicate
        copy  whenever you are working with your database and  store
        your  original copy for safe keeping.  If you have a  single
        disk  drive,  your computer will prompt you to change  disks
        when necessary.  Type INSTALL at the A> prompt and press
        ENTER.
        
        Repeat the above with the second blank floppy disk to make a
        second copy.
        
        BOOTING FROM A FLOPPY DISK
        To  use  the software put one of the disks you just made  in
        the "A" drive.
        
        You  can  boot the software by putting the software disk  in
        the "A" floppy drive and typing MatchBase at the DOS prompt.
        
        SETUP: COMPUTERS WITH HARD DISKS
        If  you have a significant amount of information to catalog,
        we  recommend using a hard disk.  The data files can  become
        very large after several thousand entries are made.
        
        Put  the original disk you received in this package  in  the
        "A"  drive.   Then type A: and press ENTER.  Next  type  the
        word INSTALL and press ENTER.
        
        You'll  first  be asked to press the letter that  represents
        your hard disk.  In most cases this will be "C."
        
        Next  you'll be asked for the name of the directory you want
        to  use.  A default name will be displayed.  If you want  to
        use  the  default, press enter.  If you want to  install  it
        into  another directory, you may do so as long as  it  is  a
        valid  directory  name.   SEE  YOUR  DOS  MANUAL  FOR   MORE
        INFORMATION ON
        YOUR DIRECTORY NAMES.
        
        The  software will now be installed on your hard disk  using
        the  path  you  specified.   If you  try  to  install  to  a
        directory  that already exists, you will get a warning  that
        you are going to override the directory.
        
        The  screen then lets you know that it is copying the  files
        into the directory.  If you have problems with the
        installation, just repeat the above steps.
        
        BOOTING ON A HARD DISK
        Go to the directory you specified  in
        the  installation process and type MatchBase.  The MAIN MENU
        will then appear.
        
        
        
        SECTION 3: MatchBase Menus
        
        THE MAIN MENU
        Make  a selection from the Main Menu by using the right/left
        cursor  keys to get to the desired function or option.   Use
        the  up/down cursor keys to make your selection in the menu,
        and then press ENTER.
        
        
        SECTION 4: Entering Clients
        
        ENTERING A NEW CLIENT
        Note:  If this is your first time entering a client and  you
        are  entering  new clients, make sure that you are  entering
        ACTIVE  clients.  You can be sure by checking the box  about
        halfway  down the screen on the main screen which  is  right
        underneath  the  program name and version.   This  box  will
        either  say Now viewing ACTIVE clients (what you  want),  or
        Now viewing INACTIVE clients.
        
        Use  the  right/left  cursor keys  to  get  to  the  CLIENTS
        function.   Select the ENTERING NEW CLIENTS  option  and  an
        information entry screen will appear.
        
        Note:  when  entering a client's MASTER FILE  NUMBER  it  is
        recommended that you prefix the actual client number with  a
        two  digit  code representing your office, i.e. ES1299  (for
        Escondido,  client  #1299) or PH1644 (for Phoenix,  client
        #1644).    This may help you in the future if  you  want  to
        keep track of clients from more than one local office.
        
        Enter in the new client's MASTER FILE NUMBER.  The length of
        the  bar  next  to  each entry shows  the  amount  of  space
        available  for each item.  The cursor will not go  past  the
        ends  of the bar.  The cursor can be moved around the screen
        by pressing ENTER or using the up/down cursor keys; however,
        YOU MUST HAVE A UNIQUE MASTER FILE NUMBER ENTERED BEFORE YOU
        CAN MOVE THE CURSOR BEYOND THE MASTER FILE NUMBER FIELD.
        
        
        SAVING THE ENTRY
        After  all necessary information is entered, press  the  F10
        key  to  save  the  entry.  Another blank information  entry
        screen will appear for the next client.
        
        When you are finished making entries, press F10 to save  the
        last entry you made.  ESC to return to the Main Menu.
        
        
        SECTION 5: Editing Clients
        
        EDITING AN EXISTING ENTRY
        Use  the right/left cursor keys to get to the CLIENTS field.
        Select   the   CLIENTS  UPDATES/DELETIONS  option   and   an
        information entry screen will appear.  At the bottom of  the
        screen  you will see the message ENTER SEARCH CRITERIA.   To
        use  the  SEARCH  function, you can enter in  any  field  of
        information on the screen.
        
        **If  you  have not SORTED on that field first (usually  the
        MASTER FILE NUMBER), it will be
          slower.  However, it will still locate your information.
        
             SORTING: Enables you to order information or fields any
             way   you  choose.   Subsequent  editing,     searches,
             queries,  etc., will then be processed  in  the  SORTED
             order.  For example, if the first sort  field is MASTER
             FILE NUMBER and the second sort field is LAST NAME, all
             data is first  searched in numerical  order of the  MFN
             and  secondly  alphabetized  by  the   last  name.  SEE
             SORTING SECTION FOR MORE INFORMATION.
        
        Press PAGE UP to scroll through the database.  Use the  HOME
        and END keys to get to the beginning or end of the database.
        The client's file will then appear on the screen.  A list of
        instructions  are  located  at the  bottom  of  the  screen.
        Changes are made in the same way you originally entered  the
        client's  information.   To  make  changes  or  insert   new
        information,  press the INSERT key.  Use the  up/down  arrow
        keys  to  move through the fields.  Once you have  made  the
        changes press F10 to save this information.
        
        You  can also use the escape feature with this screen .   By
        pressing  ESC,  this  will  let you  enter  another  SEARCH.
        Pressing ESC, again will return you to the MAIN MENU.
        
        Section 6: Moving Through Client Files
        
        Browse  through  the  client file entries  by  choosing  the
        Clients  Updates/Deletions option on the Clients  menu.   By
        pressing  the  PAGE UP and PAGE DOWN keys.  PAGE  DOWN  will
        show the next entry.  PAGE UP will move the display back  by
        one  entry.  The HOME key will take you to the first  record
        of  data  in  SORTED order, END will take you  to  the  last
        record in SORTED order.
        
        Section 7: Deleting An Entry
        
        The  UPDATES/ DELETIONS selection from the Main Menu is also
        used to delete an entry from the database.  This feature  is
        used  when a client is no longer an active client.  Use  the
        SEARCH function to get the entry you wish to delete onto the
        screen.   Next,  press  the DEL key.  A  message  will  then
        appear
        on  the screen to DELETE RECORD or NO ACTION.  If you do not
        wish  to delete the record, use the right/left arrow key  to
        move  the cursor to NO ACTION and press the ENTER  key.   To
        delete  the  record, leave the cursor on DELETE  RECORD  and
        press the ENTER key.
        
        The  entry will then be marked as deleted at the top of  the
        screen.   This will not erase the entry, all the information
        will  still be there.  When deleted clients need to be moved
        out of the ACTIVE clients and into the DELETED clients file,
        use  the  PURGE DELETED CLIENT option.  Press  ENTER.   This
        will  move all of the deletions that you have just made into
        the DELETED file.
        
        See  the  UTILITY section for removing deleted records  from
        either DELETED or ACTIVE files for more information.
        
        Section 8: Viewing Inactive File
        
        When  you  have  purged or removed all the deleted   clients
        from  the active file, they will be in the INACTIVE  CLIENTS
        FILE.  To view the INACTIVE clients, select the option  VIEW
        INACTIVE  CLIENTS under the CLIENTS field and  press  ENTER.
        Then  choose  UPDATES/DELETIONS.  The most efficient  search
        criterias  are the master file number or the last  name.  To
        browse through the records, use PAGE UP, PAGE DOWN, HOME  or
        END  KEYS.  Any record or file can be transferred to  ACTIVE
        file  by pressing the F5 key.  SEE BELOW ON TRANSFERRING  TO
        ACTIVE  FILE.   The only exception is that if you  delete  a
        client  from  the deleted file, this client will  be  erased
        from  the  files permanently.  It will not be gone  forever,
        since a backup file of this permanently deleted data is kept
        for  a permanent record.  See the section on backing up your
        data for more information.
        
        The  computer  will give you a warning that  the  record  is
        going to be permanently deleted on the screen.
        
        The  inactive  file  can also be helpful for  entering  LOST
        SALES and generating marketing reports.
        
        TRANSFERRING FROM DELETED TO ACTIVE
        Move  to  the  CLIENTS section of the MatchBase  main  menu.
        Next,  select VIEW INACTIVE CLIENTS.  "Now viewing  INACTIVE
        Clients."    will   appear   on   screen.     Then    select
        CLIENTS/UPDATES  DELETIONS.  A blank data screen  will  then
        appear for you to enter search criteria.  Press PAGE DOWN to
        view  the first deleted entry or file.  Press F5 to transfer
        the  entry or record to ACTIVE status.  A message will  then
        appear on the screen, "Transfer to ACTIVE? YES or NO."   Put
        the  cursor on the YES and press ENTER.  This will move  the
        client  back  to the ACTIVE file.  Furthermore, clients  who
        have been deleted, but not purged to the INACTIVE file,  can
        also be "undeleted." For example, after using the MASTERFILE
        NUMBER  to  retrieve the client's file onto the screen,  you
        can select the DEL key again.  UN-DELETE RECORD or NO ACTION
        will  then  appear on the screen.  If you wish to  UN-DELETE
        the  client, press ENTER.  Otherwise, move the cursor to the
        NO  ACTION  and  press ENTER.  This client  will  then  stay
        deleted.
        
        
        Section 9: Understanding Searching And Sorting
        
        To search for data, enter any form of information that is in
        the  database.   You  can  only  search  for  one  item   of
        information at a time.
        
        The first field that is entered in your sort will be the one
        that is found the fastest.  If you enter a first name and  a
        last  name, it will order all the files or records by  first
        name,  and  THEN order by last name.  If you enter  by  last
        name  only, then it will order all records by the last name.
        In  other  words,  when choosing several  SORT  fields,  all
        records will adhere to that corresponding sorted order.   If
        you  have  not done a SORT first on the information desired,
        your information will be found.  However, the search will be
        a bit
        slower.
        
        Note:  SEE  SORTING  SECTION.   You  can  use  the  ADVANCED
        SELECTION feature along with the SORTING feature, but search
        times will be even slower.
        
        GENERAL SORTING
        The  most useful function is the SORTING function.  This  is
        the  function  you  use to sort any of your  data  into  the
        desired order.  MatchBase keeps your information sorted  by
        last  name  and master file number automatically.   It  will
        find  this  information  the  fastest.   To  speed  up  your
        searches  when  you  need  to search  by  another  piece  of
        information or field, sort on that field first.
        
        [Choose Sort Fields]
        Select CHOOSE THE SORT FIELDS under the menu heading SORTING
        and press ENTER.  You will see a screen with a list of items
        such as MASTER FILE NUMBER, FIRST NAME, LAST NAME, etc.
        Move the up/down arrow key to the desired fields you wish to
        sort  by and press ENTER for each field.  Note: YOU CAN SORT
        WITH MORE THAN ONE FIELD AT A TIME, BUT THE ORDER YOU SELECT
        THEM  IS  THE  ORDER THEY ARE SORTED BY.   WHATEVER  IS  TOP
        PRIORITY  MUST BE SELECTED FIRST.  When you have chosen  all
        the  fields you wish, press F10.  The screen will  then  let
        you  know  it has sorted them with the selections you  gave.
        All your records will then be sorted in this order.  You can
        do this for ACTIVE or INACTIVE clients, SINCE SEPARATE SORTS
        ARE KEPT FOR THE ACTIVE AND INACTIVE FILE.  ALWAYS CHECK THE
        BOTTOM OF THE SCREEN FOR YOUR CURRENT SORT CONDITIONS.
        
        [ADVANCED Selection]
        The  ADVANCED SELECTION function lets you view only specific
        entries  from your database in which you set the conditions.
        ADVANCED SELECTION TAKES MORE TIME, BUT IT LETS YOU BE  VERY
        SPECIFIC AS TO THE CLIENTS YOU WISH TO VIEW.
        
        Select the ADVANCED Selection under the SORTING function and
        press   ENTER.   A  new  menu  will  appear,  [Online  Query
        Builder].   A  QUERY is a set of conditions to be  met  when
        selecting  records from a database.  Some examples  are  all
        whose  first names are "Ed" or all who have blonde hair  and
        blue eyes.
        
        Select BUILD A NEW QUERY from the list of options.  You will
        then be prompted to pick a field or fields that you wish  to
        use.   Let's  use our example above.  Use the up/down  arrow
        key to select FIRST NAME and press ENTER.  You will now have
        to  pick  an  operation.   We will select  S  (SOUNDS  LIKE)
        because  it will find all data that is similar to the  value
        you  chose  and  press ENTER.  If you would  have  chosen  =
        (EQUAL   TO),  it  will  only  find  the  exact  values   of
        information.  You must now enter a CHARACTER or A  VALUE  TO
        COMPARE.   Enter the first name "Ed".  We can stop  now  and
        sort  with  just  this  information by  selecting  DONE  and
        pressing  ENTER.  To be more selective, enter the additional
        information  of  blonde hair/ blue eyes,  move  the  up/down
        arrow  key to AND, and press ENTER. Now we will select  HAIR
        off  the  PICK FIELD LIST and repeat the above instructions.
        Select AND again and go through the sequence once more using
        EYES  as  a  condition.  We will now  select  DONE  off  the
        operations list and press ENTER.
        
        Note:   To pick more than one condition from the same field,
        choose  the operation of OR. EX: EDUCATION = Masters Degree,
        OR  EDUCATION = Bachelors Degree.  Next, select Edit current
        Query  and type parentheses at the beginning and end of  all
        the conditions that match that single field.  Then Save.
        
        The  QUERY  we  have selected will be at the bottom  of  the
        screen  in  the  QUERY box.  To save Query for  future  use,
        select  SAVING QUERY TO DISK.  Select QUIT from  the  ONLINE
        QUERY  BUILDER to initialize our selection.  TO  VIEW  QUERY
        SELECTIONS  SEE  [VIEW  RECORDS WHICH MATCH  CURRENT  QUERY]
        (P.9)
        
        Note:   We  can  also  use the sorting feature  to  put  the
        entries in the query in alphabetical order or whatever order
        you  wish.  just repeat the instructions for general sorting
        at this time.
        
        [Restore Query From Disk]
        Select  the   ADVANCED SELECTION from the  SORTING  feature.
        Choose  RESTORE QUERY FROM DISK and press ENTER.   You  will
        now  have  a list of queries that you have saved  to  select
        from.  Use  the up/down arrow keys to the desired query  you
        wish  to  use  and  press ENTER.  The  query  will  then  be
        displayed at the bottom of the screen.
        
        Once  you have restored a QUERY from the disk, you can  edit
        the query to correct any errors that may be in the query  by
        selecting  EDITING CURRENT QUERY.  The QUERY will appear  in
        the  EDIT QUERY box.  You can use your right/left arrow keys
        to  the  position  you  wish  to  make  any  changes.   When
        finished, press ENTER and you will be prompted as to whether
        you wish to save the query or not.
        
        [Add To Current Query]
        If  you wish to add something to a QUERY, restore the  query
        from the disk and select ADD TO CURRENT QUERY.  You may  now
        select  AND  or any other option and continue  on  with  the
        instructions for building a new query.  Select DONE when you
        are finished.
        
        [Count Number Records Which Match Query]
        Once  you  have selected "DONE" and your query is  complete,
        select  COUNT NUMBER RECORDS WHICH MATCH CURRENT  QUERY  and
        press ENTER.  This will count the number of matches from the
        database that match the query.
        
        [View records matching Query] - not recommended!
        To  view  the  matches  that match the  query,  select  View
        records  matching Query and press ENTER. This view  of  your
        records  will  be in a columnar format, which  is  not  very
        appealing or easy to read.  To view your records in a better
        format exit the ADVANCED Selection menu.  Select the Clients
        Updates/Deletions.  You can now view your  selected  clients
        from  this  screen  by  entering a  search  criteria  or  by
        pressing PAGE UP to scroll through your selected records  in
        sorted order.  When using the columnar format, to go  on  to
        the next match press (N), to look at the other fields in the
        record  use the up/down arrow keys, to quit viewing  matches
        press (Q).
        
        After  you have built a QUERY and choose QUIT, you can  also
        view  your  records  through  The Clients  Updates/Deletions
        selection  or you can print a list of the records  from  the
        ADVANCED Reports selection from the PRINTER menu.  By  using
        this  option you must select what fields of information  you
        wish  to  print.  SEE SECTION ON ADVANCED Reports  FOR  MORE
        INFORMATION.
        
        Zap (remove) existing Query
        After  you  are  finished with your current  QUERY  you  can
        select  ZAP (REMOVE) EXISTING QUERY.  This will remove  your
        QUERY  from the bottom of the screen.  If you have not SAVED
        YOUR  QUERY TO DISK, your QUERY will be erased.  If you  did
        save  the QUERY, it will only remove it as the CURRENT QUERY
        and  these  conditions  will not be  used  when  locating  a
        record. The QUERY will still be on the disk.
        
        You  can  also  select the Advanced Selection Off  from  the
        SORTING  MENU  which  will disable the  ADVANCED  Selection.
        BUT,  when  you  return to the ADVANCED Selection  the  most
        current QUERY will still be at the bottom of the screen.  If
        you  select QUIT without REMOVING the QUERY, it will  enable
        itself again and these conditions will be met.
        
        
        SECTION 10: Printing
        
        ADVANCED Reports
        By  selecting ADVANCED Reports from the PRINTER  MENU,  this
        allows  you  to view or print a copy of the database  files.
        These  records can match all the records, QUERY RECORDS,  or
        TAGGED RECORDS.
        
        When  you  select ADVANCED Reports and press  ENTER,  a  new
        screen  will appear which is the LIST BUILDER.  You may  now
        select certain fields of information in the record you  wish
        to view or print.
        
        Select  PICK FIELDS TO LIST and press ENTER.  You  will  now
        see a list of fields from the MASTER FILE NUMBER to DELETED.
        You  can  use  your up/down arrow to select each  field  and
        press  ENTER  for each field.  After you have  selected  all
        your fields that you want to list press F10.
        
        The  CURRENT FIELDS TO LIST that you have chosen will be  at
        the  bottom of the screen.  If you wish to add to  the  list
        after you have pressed F10, you can select MODIFY FIELDS  TO
        LIST  and  enter what you want to add in the same  order  as
        above.   If you select a field you have already picked  this
        will delete from the LIST.
        
        PRINTING OR VIEWING LIST
        After  you have selected all your fields you may now  select
        OUTPUT FIELDS TO LIST.  You will now be asked if you want to
        send  this information to the PRINTER, TEXT FILE, or SCREEN.
        If  you  do not wish to have a printed report you can select
        screen.   If  you  do wish a printed report you  can  select
        printer.   The text file option allow you to use your  ASCII
        text  files  as  templates for your form letters.   You  can
        generate  these text files with most editors that will  save
        files in ASCII text format.  FOR DETAILS, SEE THE MANUAL FOR
        YOUR WORD PROCESSOR OR EDITOR THAT YOU ARE USING.
        
        You  will now be asked what RECORD SELECTION you want.   You
        have  three choices, ALL RECORDS, QUERY MATCHES,  or  TAGGED
        RECORDS.   ALL RECORDS selects all records in the  database.
        QUERY  MATCHES selects all records in your CURRENT QUERY  or
        you may build a NEW QUERY at this time.  Notice in the right-
        hand  side of the screen you will see either NO QUERY, which
        means there is no ACTIVE QUERY. In this case, you will  need
        to build a QUERY and will be prompted to do so.  Or you will
        see  QUERY  ACTIVE letting you know that there is an  ACTIVE
        QUERY.   In  this case, the screen will ask if you  want  to
        modify  the QUERY or keep it as is.  By selecting  YES,  you
        are  back  to  the ONLINE QUERY BUILDER and can  follow  the
        instructions under ADVANCED SELECTION.  TAGGED RECORDS  will
        reveal a list of records to TAG.  With an ACTIVE QUERY, only
        the  records in the QUERY will appear on the screen.  If you
        do  not  have an ACTIVE QUERY, then all records will  appear
        for you to choose from.  Simply use the up/down arrow key to
        the  desired record, and press the SPACE bar.  This will TAG
        the record for you.  When you are finished simply press ESC
        (ESCAPE).
        
        After  you  have chosen the records you wish to  print,  you
        will  be  prompted as to the MAXIMUM LINE LENGTH  TO  PRINT,
        SPACES  BETWEEN COLUMNS, AND MAXIMUM RECORDS TO  PRINT.   If
        you  wish to make any changes, you may do so.  If the VALUES
        are OK, press ENTER for each field.  NOTE:  STANDARD PRINTER
        WIDTH   IS  80  CHARACTERS  AND  COMPRESSED  WIDTH  IS   132
        CHARACTERS.   Keep in mind if you selected PRINT,  you  will
        get  a printed report. If you selected SCREEN, a list of the
        records  will  appear on the screen for  you  to  view.   In
        either case, you will want to press ENTER for YES.
        
        SAVING LIST TO DISK
        If you wish to save your LIST TO DISK for future use, select
        SAVE  LIST DEFINITION TO DISK and press ENTER.  You will  be
        asked  for  a description of this list.  You can ENTER  what
        the  list  was used for to help you to remember  for  future
        use.
        
        RESTORE LIST FROM DISK
        To  restore  a  saved  list from the disk,  you  may  select
        RESTORE  LIST  DEFINITION  FROM  DISK.   A  pick  list  with
        different descriptions of your saved lists will appear,  and
        you  can use your up/down arrow key to the desired list  and
        press ENTER. This will place the desired list in the CURRENT
        FIELDS TO LIST at the bottom of the screen.
        
        
        SECTION 11: WRITE Form Letters
        
        You  may store your form letters such as HOLD UPDATES in the
        MatchBase  Menu, by selecting WRITE FORM LETTERS  under  the
        PRINTER MENU heading and press ENTER.
        
        CREATE A NEW FORM LETTER
        To  create  a  new form letter, choose CREATE NEW  FORM  and
        press ENTER.  You will now be prompted for a description  of
        the  letter.   As an example, select HOLD UPDATE  and  press
        ENTER for your selection.  The computer will now ask if  you
        wish  to use another letter as a shell.  Since this  is  our
        first
        letter, select NO because there are no other letters in  the
        file.
        
        You  will  now have a blank screen that works similar  to  a
        word  processor.   You  can  arrange  your  form  letter  in
        whatever  framework you like.  The MatchDemo uses  the
        following method which allows you to stuff your letter in  a
        window envelope for mailing purposes.
        
        Since  this is a form letter, begin by putting the  office's
        name and address at the top of the screen.  Space down three
        lines and select F3 which will enter in the date.  This data
        is  updated every day so the date will be correct  when  the
        form letter prints out.  MAKE SURE THAT THE CURRENT TIME AND
        DATE IS SET BEFORE USING YOUR MatchBase SOFTWARE.
        
        Next, space down two lines and enter the MASTER FILE NUMBER.
        Do  this  by  selecting  F2, which will  give  you  a  field
        picklist.   Use  your up/down arrow key to the  MASTER  FILE
        NUMBER and press ENTER.  You will then be prompted as to  if
        you  want to convert the field to proper format.  Press Y.
        On  the screen, you will notice the MASTER FILE NUMBER where
        the cursor was.
        
        Now, space down four lines and enter the client's first  and
        last  name using the same method we did to enter the  MASTER
        FILE  NUMBER.   CAUTION: After you do the first  name,  make
        sure  you  space before doing the last name.   You  can  now
        enter  the address 1 on the next line and address 2  on  the
        next  line.  Your next line will be for the city, state  and
        zip  code.  Again, make sure you enter a comma and  a  space
        after the city and a space after the state.
        
        Space  down another four lines and type in Dear, space,  and
        select first name from the field picklist again and a  comma
        afterwards.   You can now type in the letter  as  you  wish.
        When  completed, press F10 to save your letter.  To do  your
        next letter, you now have a shell to go by.   his means  you
        can select YES and a list with your example HOLD UPDATE will
        appear.   Press enter, and the example HOLD UPDATE you  just
        entered will appear.
        
        Leave   your  address,  the  form  date  and  the   client's
        information the same.  You are only changing the body of the
        letter.  Using your arrow down key, go to the first line  of
        the  letter and press F1.  You will see by pressing The CTRL
        key and the Y key at the same time, you can delete lines.
        
        You  can  now delete the old letter, type in the new letter,
        and  save  it again be pressing F10.  NOTE:  This  will  not
        delete the HOLD UPDATE from your file as you are only  using
        it for a shell, not replacing it.
        
        EDIT CURRENT FORM LETTER
        You  must  first select the form you wish to  edit.   Choose
        SELECT  FORM  and press ENTER.  A list of your form  letters
        will  appear.   Use  the up/down arrow  key  to  select  the
        desired form and press ENTER.  You will notice at the bottom
        of  the  screen  it  will show the CURRENT  FORM.   TAG  all
        clients  that you wish to receive the form letter  you  have
        selected.   Select EDIT CURRENT FORM and press ENTER.   Your
        form  letter will then appear.  You can now make any changes
        in  the letter.  Press F10 when you are finished to save the
        new version.
        
        **TO  PRINT  DUPLICATE OR MULTIPLE COPIES OF  FORM  LETTERS,
        first  TAG  your  client (or clients).   Next,  select  EDIT
        CURRENT  FORM, and press ENTER.  Press F10 to save.   Select
        PRINT FORM LETTERS.  ENTER until the form letter prints out.
        Lastly,  select  PRINT FORM LETTERS again for  a  duplicate.
        For  multiple  copies of the form letter (or letters),  just
        ENTER  PRINT FORM LETTERS after each copy  prints  out.   In
        other words, you are making copies one at a  time.
        
        PRINTING FORM LETTERS
        Again, you must first select the form you wish to print  and
        you  now  have to select who you want to receive the letter.
        You  can use one of two ways.  If you do not have an  active
        query,  you  can build a new query, modify,  or  change  the
        active  query that is current.  The easiest way of selecting
        who you wish to receive the letter is to TAG the records.
        
        When you have selected the records you want to print, select
        PRINT  FORM LETTERS.  The screen will now ask you  how  many
        records  you  want to print.  You can enter  the  number  of
        records  you tagged or enter the amount in the  query.   You
        CANNOT  enter  more than ONE copy of a letter  to  a  single
        client.   See EDIT CURRENT FORM LETTERS if you wish to  make
        backup copies of a letter or a form sent to a single client.
        
        Next, the screen will ask about the margins.  If you want to
        make any change, you may do so.  Or, you can press ENTER for
        each  field to leave them as they are.  You can now VIEW  OR
        EDIT each form letter before printing.  By selecting YES, it
        allows  you to look at each form and make any changes before
        printing.   By  selecting NO, the letter will print  as  you
        entered it.
        
        
        USE THE GENERIC TEMPLATE TO WRITE INDIVIDUAL CUSTOM LETTERS.
        MARGINS must be Col:8 for the left margin and Col:60 for the
        right margin.  If you exceed these margins, the letter  will
        not  copy  or stay true to its original margins.   In  other
        words, your letter will have gaps and zig zag margins.
        
        
        SECTION 12: Edit/Delete Report Titles
        
        This  option allows you to choose a REPORT TITLE to EDIT  OR
        DELETE.    Select EDIT/DELETE REPORT TITLE and press  ENTER.
        Use  the up/down arrow to get to the desired title and press
        ENTER.   You  will  now  be  prompted  to  enter  in  a  new
        description.  To delete, remove all the characters from the
        TITLE  box  by  using the delete key or the space  bar,  and
        press  ENTER.   This will delete the title and  the  report.
        Pressing ESC (ESCAPE) will take you back to the MAIN MENU.
        
        SECTION 13: Edit/Delete Form Letter Titles
        
        When  you  select this option you will be able to  choose  a
        FORM  LETTER TITLE to EDIT OR DELETE.  Use the up/down arrow
        to  the  desired  title and press ENTER.  You  will  now  be
        prompted  to  enter  in a new description.   To  delete  you
        simply clear the box of all characters using the DELETE  key
        or the SPACE bar
        and  press ENTER.   This will delete the title and the  form
        letter.   Pressing ESC (ESCAPE) will take you  back  to  the
        MAIN MENU.
        
        SECTION 14: Create Labels
        
        This  feature is used to create address labels.  Select  the
        option CREATE LABELS under the printer menu and press ENTER.
        
        CREATE NEW LABEL FILE
        To  create  a  new label file select CREATE NEW  LABEL  FILE
        under the label file menu and press ENTER.  You will now  be
        asked  to  name your label file.  You will notice that  once
        you  select  the  name and press ENTER the  file  name  will
        appear at the bottom of the screen.
        
        SELECT A LABEL FILE
        Choose  SELECT LABEL FILE off the label file  menu  and  use
        your up/down arrow to select the file and press ENTER.  This
        label file will then appear at the bottom of the screen.
        
        MODIFICATIONS
        To  layout  the  label you will select  CONTENTS  under  the
        modifications menu.  This will let you enter in field  names
        in whatever order you want the label to be in.
        
        you  will use the same procedure for the field picklist that
        you did with the FORM LETTERS SECTION.  You can enter in the
        first  name and last name on line one, don't forget to space
        between  them.   You will notice the space  will  be  inside
        single  quotes.   That is because anything  that  is  not  a
        fieldname has to be inside single quotes.  The computer will
        only  put  the  spaces  you enter  inside  quotes  for  you.
        Anything  else like the comma after city you  will  have  to
        enter the quotes around the comma.
        
        DIMENSIONS
        After  you have entered in all fields you want you  need  to
        choose  the size of label you want to use. Select DIMENSIONS
        off  the  modifications menu and press ENTER.   This  option
        will  allow  you  to choose the height  and  width  of  your
        labels.  It is already set for three standard types:
             1.)  STANDARD - Used for small return address labels.
             2.)  LARGE    - Used for large Avery labels.
             3.)  CHESHIRE - Used for small return labels with three
                             across.
        
        You  can  use the right/left arrow to select what  size  and
        press  ENTER.   If  you need to edit any of  the  dimensions
        choose  edit and press ENTER.  You can now make any changes.
        After you have selected the dimensions you want select  QUIT
        and press ENTER.
        
        SELECT RECORDS
        Before you print your labels you need to TAG the records you
        wish  to  print.   You will need to pick SELECT  RECORDS  TO
        PRINT  off the printing menu.  Keep in mind if you  have  an
        ACTIVE  QUERY only those records will be shown.   Otherwise,
        all  records will be shown.  You may TAG these records  with
        the same procedure that you used for the FORM LETTERS.
        
        PRINT LABELS
        After  you  have tagged the records select PRINT LABELS  off
        the printing menu and press ENTER.  You will now be asked if
        you want to print the tagged records.  Select YES.  You will
        then  need  to select BEGINNING RECORD and tell the  printer
        the maximum number of records to print.
        
        TEST PATTERN
        You  can select TEST PATTERN to view the dimensions  of  the
        label before you print it.
        
        QUIT
        Select  QUIT when finished and press ENTER.  You  will  then
        return to the MAIN MENU.
        
        SECTION 15: Referrals
        
        MATCHING REFERRALS
        Use  the  up/down  arrow key to select MATCH  REFERRALS  and
        press ENTER.
        
        The screen will then show a MATCHING SCREEN.  You can either
        enter  in a MASTER FILE NUMBER or a LAST NAME of one of  the
        client's being matched and press F10 or you can do a pop  up
        search  by pressing F4.  If you enter in the wrong data  you
        can press ESC (ESCAPE) and this will clear all the fields.
        By  pressing ESC (ESCAPE) again you will return to the  MAIN
        MENU.   You  can  use the pop up searching  for  either  the
        MASTER FILE NUMBER OR LAST NAME.  By pressing ENTER you  can
        move
        your  cursor from the MFN box or to the LAST NAME box.  Just
        press  F4  in  whichever box you want.  A list  of  all  the
        ACTIVE clients information will appear for whatever box  you
        are  in. By pressing any alpha numeric key will do a  search
        for either a  MFN# or a LAST NAME that begins with that key.
        If you
        press another key it will search for the next character  and
        so  on.   You  can use the up/down arrow key to get  to  the
        desired  MFN# or last name and press ENTER.  The FIRST  NAME
        AND  SEX titles appear at the top of the screen but will not
        show  up until you choose a valid client.  You will then  be
        asked if you want to match this client.  You can select  YES
        and  will  be  prompted for the other client's  information.
        You can select NO which will erase the information and allow
        you  to match someone else. You will now enter in the  other
        client's information in the same order.  You will receive  a
        warning if you match someone that is on HOLD or if you match
        two  clients  of  the same sex. Once you  have  both  fields
        entered  you will press ENTER and the two clients  that  you
        matched will appear in the CURRENT MATCHES BOX.  The CURRENT
        MATCHES  BOX  holds only the most recent 13  matches.   Your
        other  previous  matches exist and will print  but  are  not
        displayed.  You can press ESC (ESCAPE) after you  have  made
        all the matches to get back to the MAIN MENU.
        
        Note:  When `Referral' membership members are matched, their
        active  time is automatically reduced by 1 immediately  when
        they are matched since they may have more than 1 referral in
        a one month period.  The computer does this automatically by
        looking  at the Membership Type field for the three  letters
        `Ref',  these  three letters MUST appear  EXACTLY  as  shown
        `Ref', capital `R', followed by lower case `ef' in order for
        the  computer  to  recognize this type of  membership  as  a
        `Referral' membership and to automatically deduct 1 from the
        active time of this client. Also whenever a successful match
        is made the Notes field of each of the two clients that were
        matched  will be updated to show the Date of the match,  the
        master file number, full name and age of the client to  whom
        they  were matched with.  It is very important that you only
        successfully complete matches for those clients that you are
        printing/sending  referral forms  to,  because  if  you  may
        create  erroneous data if you match clients for practice  or
        by accident!
        
        
        SECTION 16: Printing Matches
        
        NOTE:  Any time you shut off the printer, you must reset the
        fonts or type styles.  Make sure the printer is loaded  with
        referral paper before printing out matches.

        You want to make sure that you have selected condensed (132
		 characters per line print) before continuing.  

        You  now  want  to  PRINT your matches  be  selecting  PRINT
        MATCHES of the REFERRAL MENU.  You will then be asked if you
        want to use the REFERRAL FORM for the printout.  If you have
        more than one copy of the REFERRAL FORM you want to use, you
        will  want  to select the form you wish to use.  You  cannot
        select a FORM LETTER.  It must be a designed REFERRAL  FORM.
        SEE  REDESIGN REFERRAL FORM SECTION.  Otherwise, select  YES
        and the matches will print out.
        
        TO  STOP  THE PRINTER from printing in the middle press  ESC
        (ESCAPE)  and you will have a message appear asking  if  you
        want to stop printing.
        
        SECTION 17: Re-Start Jammed Referral Printout
        
        If  your  printer jams in the middle of printing  referrals,
        press escape until a box appears stating " Are you sure? YES
        or  NO." Next, remove paper completely from the printer  and
        then   realign.    Then  select  RE-START  JAMMED   REFERRAL
        PRINTOUT,  and  press ENTER.  You will  then  be  asked  the
        MASTER FILE NUMBER (MFN) or LAST NAME to start printing from
        again. You can enter just a MFN or a LAST NAME if you  don't
        know  the  MFN  number  of  the  last  client  that  printed
        correctly.   Press ENTER.  This will start your  printer  at
        the correct point.
        
        SECTION 18: Redesign Referral Form
        
        This  section  works  similar  to  the  WRITE  FORM  LETTERS
        section.  This will enable you to design a REFERRAL FORM  to
        print your matches on the REFERRAL PAPER.  You will want  to
        change  your form width to 132 and your printer will be  set
        COMPRESSED  MODE  for  a  smaller  print  size  because  the
        referral form is wider.  REFER TO THE PRINTER MANUAL  AS  TO
        HOW TO SET PRINTER IN CONDENSED MODE.
        
        It  is  recommended  that you use  two  printers.   One  for
        referrals forms and one for form letters.  You will  lose  a
        lot  of referral forms using only one printer and making the
        changes back and forth.
        
        SECTION 19: Creating A Referral Form
        
        You will want to select CREATE NEW FORM and press ENTER. You
        will want to use the REFERRAL FORM as a template to create a
        new  form  with a new name.  You can call this form anything
        you want.
        
        You  will  again have a blank screen like a word  processor.
        What  you  are  going  to  do is  enter  in  each  referrals
        information  by using the F2 field picklist key.   Only  now
        you  will  have MASTER before one set of fields and REFERRAL
        before  another set.  Use the CURRENT REFERRAL  FORM  AS  AN
        EXAMPLE.
        
        Using  the referral form you are going to want to enter  the
        different fields in the same fashion but they have to be  in
        the  proper place so they will print in the right  place  on
        the  referral slip.  You will want to begin using the MASTER
        age,  occupation, etc.  For the bottom portion you will want
        to use REFERRAL age, occupation, etc.
        
        
        SECTION 20: Utilities Section
        
        ENTER DEFAULTS
        Entering  defaults will enter default information  into  the
        fields  you  specify when entering new clients  on  the  NEW
        CLIENT  INFORMATION screen that is pretty much constant  for
        all  clients.   This  information can  be  typed  over.   By
        selecting ENTER DEFAULTS and pressing ENTER, you will have a
        blank client default information screen.
        
        You  can  enter in any information in these fields and  they
        will  show  up  on  the screen automatically  when  you  are
        entering a new client.  For example, if the majority of your
        clients live in CALIFORNIA, you can put CA for the STATE and it
        will  appear on the screen every time you go to enter a  new
        client.   You can also type over this information.  Defaults
        save time in entering repetitive information.
        
        RE-INDEX FILES
        If  you  are  having problems with sorting or searching  for
        information  you can select RE-INDEX FILES.  This  will  re-
        index all your files to eliminate further problems.
        
        CUSTOMIZE COLORS
        Will  let  you customize any of the colors of your MatchBase
        software.   This  option only works  if  you  have  a  color
        monitor!
        
        DO MONTHLY HOLD UPDATES
        Note:  In  order  for  the  monthly  hold  updates  to  work
        correctly  you must always change the client's  hold  status
        from "N" to "Y"" when the client decides to go "on hold".
        
        Monthly hold updates are to be done at the beginning of each
        month  or you will see a warning when entering the database.
        You  will  have to acknowledge this warning by pressing  any
        key  before  you  can  enter the MAIN  MENU.   Monthly  hold
        updates go through and update all files on HOLD, subtracting
        a  month of HOLD TIME from their file.  Also, make sure  and
        do monthly active updates each month.
        
        This  menu  choice will tell the computer to go through  the
        current  records and subtract 1 from the hold  time  of  all
        clients that are selected; therefore we must select a  query
        first  so  that only those clients who were matched  in  the
        last  month  and that are currently on hold will have  their
        hold time reduced. To do this follow the instructions below:
            ENTER ADVANCED Selection from the SORT options.
             Select  RESTORE  QUERY FROM DISK and choose  the  HOLD
          UPDATES FOR ALL MEMBERS query.
             QUIT  from  the [Online Query Builder] to  enable  the
          query.
            Move to the UTILITIES SECTION of the MatchBase MENU and
          choose DO MONTHLY HOLD UPDATES.
        This can take minutes or hours depending on how many clients
        you have!
        
        DO MONTHLY ACTIVE UPDATES
        Note:  When `Referral' membership members are matched, their
        active  time is automatically reduced by 1 immediately  when
        they are matched since they may have more than 1 referral in
        a one month period.  The computer does this automatically by
        looking  at the Membership Type field for the three  letters
        `Ref',  these  three letters MUST appear  EXACTLY  as  shown
        `Ref', capital `R', followed by lower case `ef' in order for
        the  computer  to  recognize this type of  membership  as  a
        `Referral' membership and to automatically deduct 1 from the
        active  time  of this client.  We therefore do NOT  want  to
        subtract  additional time from these `Referral'  memberships
        active  times, so we must select a query that will  show  us
        only the `Monthly' members.
        
        This  menu  choice will tell the computer to go through  the
        current records and subtract 1 from the active time  of  all
        clients that are selected; therefore we must select a  query
        first so that only those clients who are active and that are
        `Monthly'  memberships will have their active time  reduced.
        To do this follow the instructions below:
             Go  back  to SORTING on the MatchBase MENU and  choose
          ADVANCED SELECTION.
             Next,  RESTORE  QUERY FROM DISK and  then  select  the
          ACTIVE UPDATES OF MONTH MEMBRS query.
             QUIT  from  the [Online Query Builder] to  enable  the
          query.
        .     Move to UTILITIES and select DO MONTHLY ACTIVE UPDATE.
        Again, this function can take minutes or hours depending  on
        how many clients you have.
        
        If  you  do not want to print out the hold updates, you  may
        QUIT the program at this time.  If you do wish to print  out
        the hold updates, do the following:
             Move  back  to SORTING and choose ADVANCED  SELECTION.
          Enter RESTORE QUERY FROM DISK and select HOLD UPDATES  FOR
          ALL MEMBERS.
             QUIT  from  the [Online Query Builder] to  enable  the
          query.
             Move  the cursor to PRINTER on the MATCHBASE MENU  and
          enter WRITE FORM LETTERS.
             Then  choose SELECT FORM and choose the `HOLD  UPDATE'
          form
             Press  the down arrow to select the FILTER option  and
          then choose `Query Matches' from the popup menu.  When asked
          to Modify query now? Choose `No'.
            Press the down arrow to select PRINT FORM LETTERS.
        Press enter for 0 Left Margin and 0 Top Margin. Enter "No"
        when asked to Pause between letters for review?.
            All `HOLD UPDATE' FORM LETTERS will now print out.
        
        HOLD EXPIRATIONS
        When  a  client has allowed both their hold time  and  their
        active  time  to  expire,  they  should  be  sent  an   HOLD
        EXPIRATION letter. To do this follow the instructions below:
             Move  back  to SORTING and choose ADVANCED  SELECTION.
          Enter RESTORE QUERY FROM DISK and select HOLD EXPIRATIONS.
             QUIT  from  the [Online Query Builder] to  enable  the
          query.
             Move  the cursor to PRINTER on the MATCHBASE MENU  and
          enter WRITE FORM LETTERS.
             Then  choose  SELECT  FORM and  choose  the  `HOLD  UP
          W/RENEWAL' or the `HOLD UP/NO RENEWAL'  form (whichever is
          appropriate),
             Press  the down arrow to select the FILTER option  and
          then choose `Query Matches' from the popup menu.  When asked
          to Modify query now? Choose `No'.
             Press  the  down arrow to select PRINT  FORM  LETTERS.
          Press enter for 0 Left Margin and 0 Top Margin. Enter "No"
          when asked to Pause between letters for review?.
            All `HOLD EXPIRATION' FORM LETTERS will now print out.
        
        Note:  If  you  want to tag specific clients  (records)  for
        printing HOLD UP W/RENEWAL and others for HOLD UP/NO RENEWAL
        repeat  the  steps  above, except when choosing  the  filter
        option,  choose `Tagged Records' from the popup  menu,  then
        choose   `Yes'   to  Tag  records  now?    Now   tag   those
        clients/records that you wish to receive the  type  of  form
        letter that you have selected.  This form letter will now be
        sent  to only those clients that you have selected.   Repeat
        the  procedure  to send the other type of  letter  to  those
        clients who should receive the other letter.
        
        Set your printer into LETTER QUALITY ON mode.  Refer to its
		 manual for more information.
        
        PURGE DELETED CLIENTS
        This  function is used to remove all records that  you  have
        DELETED  form the ACTIVE file and moves them to the  DELETED
        file.   You  simply choose PURGE DELETED CLIENTS  and  press
        ENTER.   The  screen will let you know it  is  removing  the
        deleted clients and will return to the MAIN MENU when
        finished.
        
        SECTION 21: QUIT
        
        To  get  out  of the database simply select QUIT  and  press
        ENTER.
        
        Author
        To  find out more information about MatchBase such  as  the
        author  or  where  to send any questions or comments  select
        AUTHOR and press ENTER.

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