                                   CONTACT TRACKING SYSTEM
                                         VERSION 3.1
                                        DOCUMENTATION


       The Contact Tracking System (version 3.1) is produced and
copyrighted by Jamal Mazrui of Access Success.  It is a shareware
database management system for keeping track of contacts of
people and companies, and the ongoing status of relationships
with those contacts.  A contact file contains address and phone
number information about each contact;  a status file contains
dates and descriptions of events in connection with those contacts. 
A wide range of operations can be performed on each record
including the ability to create the skeleton of a letter to a contact
and load it into your word processor, address an envelope, and
dial a phone number with your modem.  Report options include
mailing labels, a list of reminders organized chronologically, and
mail merge form letters.    
       The system is written to work well with a speech synthesizer
and screen reader program.  It will automatically verbalize
relevant information:  saying neither too much nor too little
without user intervention.  It is also meant to be visually friendly,
however, and need not be used with speech output.

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


                                          CONTENTS


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


                                        INTRODUCTION


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

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

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


                                        INSTALLATION


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

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

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

       The speech friendly interface of CTS distinguishes it from other
powerful mailing list managers on the market.  Blind persons using
speech output are therefore a primary intended audience. 
Accordingly, this documentation will generally speak directly to them
rather than to sighted users, often omitting a phrase such as "If you
are using speech output, ...."  Usually, sighted users will still get
useful information out of speech-related explanations.

       Speech equipment consists of two parts:  the speech synthesizer
and screen reader program.  Optimal speech output is achieved by
displaying screen information selectively in two ways:  (1) through
BIOS (Basic Input-Output System) channels of DOS if it is to be
spoken automatically and (2) through direct channels to the video
hardware if it is to be visually presented only.  By default, any screen
reader will automatically capture and read BIOS displays.  In recent
times, some screen readers try to go beyond this, analyzing direct
video displays and guessing what should be spoken automatically. 
Such features may be termed auto-box reading, extended activity
checking, etc.  Since CTS already plans what is relevant to hear
without user intervention, such features will usually cause too much
verbiage to occur.  They should be turned off in the screen reader
configuration used with CTS.

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

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

       Before a discussion of specific components of CTS, a
description of some typical sessions with the software may help you
get a feel for it.  In reading this and other sections of the
documentation, don't try to understand everything at once.  Study
sections of particular interest, and then try out commands with test
data--using the F1 help key as needed.  Return to the documentation
for clarification and more advanced features.  Learning sophisticated
software necessarily takes time going between the instructions and
program to grasp and utilize concepts.


                                    SOME TYPICAL SESSIONS


       In a typical session with CTS, you would probably load the
system from DOS, and then either add a new contact or search for
the address or phone number of one you had previously entered.  An
example of adding a record will be given, followed by a couple of
search examples.

1.  At the DOS prompt, type "cts" or "ctsdemo" and press Enter. 
You will be brought to the CTS Main Menu and hear the following
three phrases:  "Contact Tracking System Version 3.1," "Main
Menu," "Contact Update."  This indicates that you are at the Main
Menu and that the currently highlighted option is Contact Update.

2.  Press Enter to select this default option.  You will hear two
phrases:  "Files Menu," "All."  This indicates that you are at the
Files Menu and that the current option is the All file.  Though it is up
to you, some users enter all contacts into this file and then transfer
records selectively to other files.

3.  In this example, press Enter to select the All file.  You will hear
two phrases such as the following:  "All Update," "Fred Abbott." 
This indicates three things:  that you are in the All file, that you are
at the Update Menu, and that "Fred Abbott" is the current record (the
person who happens to be the first in order by last name).

       When a database file is open, the system associates a record
pointer with it.  This points to one record at a time in  the file,
known as the current record.  Unlike other menus in CTS, the Update
Menu identifies this current record rather than announcing the current
menu option.  The author of CTS decided that this information is the
most relevant and helpful here.  Otherwise, you would always hear
the word "Retrieve" instead of the contact's name, since this
command is the default whenever the system presents the Update
Menu.

4.  Press 'A' to add a new record.  You will be taken to the first field
of a temporary, blank record.  Now that the system is looking within
a record, rather than among records in a file, a field pointer takes
over while the record pointer is stationary.  You can press F1 for
help on the current field and for a list of keys that move the field
pointer.  You begin at the title field, which is announced.  The
system waits for you to enter data.  You might type "Ms."  When
you press Enter, you are telling the system to accept the data in the
current field and then move on to the next field.  If you didn't type
any data before pressing Enter, you would be telling the system to
leave the field blank.

       When prompted, you might enter "Sally," in the first name
field, "Smith," in the last name field, etc.  Note that certain
formatting of data is done automatically, such as the first letter of
each field (except notes) being capitalized.  Automatic formatting in
the phone number field allows you to just enter the digits, since it
puts the parentheses and dash mark in the appropriate places.  If you
make a mistake, you can press the backspace key to erase the
previous character.  You can also press F6 to delete all data in the
field and start again.

       When you get to the notes field, you might want to enter
information about where you met "Sally," or who referred her to you. 
This would allow you to search for her if you did not remember her
name, but did remember the context in which you know her.  You
might, for example, enter "Referred by Fred Abbott," or "Met at
"Science conference."

5.  Save the new record by pressing Enter on the notes field or by
pressing F10 when on any field.  The system will return to the
Update Menu and this time announce "Sally Smith" as the current
record.  If you decided against adding this record, you could press
Escape instead of F10, and be returned to "Fred Abbott" as the
current record on the Update Menu.

6.  Press 'Q' (or Escape) to quit the Update Menu and return to the
Main Menu.  You will hear the phrases "Main Menu," "Contact
Update" to indicate that you are again positioned at this option on the
Main Menu.

7.  Press 'Q' to exit CTS and then press 'Y' when it asks you for
confirmation.  You will be returned to the DOS prompt.


       At a later date, you may wish to search for Sally Smith's phone
number.  If you remembered her by name, you could take the
following steps.

1.  Load CTS and go to the All Update Menu as before.

2.  Press 'R' to retrieve.  Alternatively, just press Enter since
Retrieve is the default option on the Update Menu.  When prompted
for the last name, type "smith" and press Enter.  Capitalization does
not matter when entering search information, so you might as well
enter all letters in lower case and save time.

       At the company prompt, just press Enter to leave it blank,
indicating a search for an individual rather than organization contact. 
The system will quickly move the record pointer to Sally Smith's
record, taking advantage of the index it maintains with the All file.  It
will identify "Sally Smith" as the current record and return to the
Update Menu.

3.  Press 'X' to examine her record.  (The letter 'E' is assigned to
the End command.)  Examine mode works like the add, modify, or
copy mode except that any changes made to the data will not be
saved.  Press Enter repeatedly until the field pointer reaches the work
or phone number field as desired.  The system will announce the field
name and its current value.

       Since it may be hard to remember the phone number after
hearing it once, you can review the information in a couple of ways. 
Press the Right Arrow key repeatedly to hear the number one digit at
a time.  Alternatively, execute a command of your screen reader
program, such as the appropriate one to read the current line, read
the current or next word, or spell the current or next word.

4.  When you have obtained the information you want, press Escape
to exit examine mode and return to the Update Menu.  Even if you
accidentally changed some data and then pressed F10, you will be
returned to the Update Menu without any changes being saved.


       Suppose you forgot Sally's last name, but remembered that you
met her at the Science conference, which you had entered as a
reminder to yourself in the notes field.  You could then perform a
filtered search, instead of an indexed search.  You might do this as
follows.

1.  From the Update Menu, press 'F' for filter and then either 'S' or
Enter to select the Scan, default suboption.  You will be prompted for
the string of characters to scan for.  Type "science" and press Enter. 
The system will look in all fields of each record (except the memo
field), and set a filter so that only records containing "science" are
visible.  It will then move the record pointer to the first record in the
filter.  If this is Sally Smith's record, you are there.  If not, press 'N'
to go to the next record until you arrive at her record.

2.  Press 'X' to enter examine mode as previously described.

3.  When back at the Update Menu, press 'F' for filter and then 'C'
to select the Cancel suboption.  All records in the file will once again
be visible.

4.  Return to the Main Menu and then exit CTS as before.  Note that
if you were not searching again after finding Sally's phone number,
you would not have to cancel the filter before returning to the Main
Menu.  This is because when the system next opens the file, it starts
with no filter in effect.


                                     THE MENU INTERFACE


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

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

H = Display help screens

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

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


                                    THE UPDATE INTERFACE


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

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

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

R = Retrieve a record by its key fields

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

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


                           ADDING, MODIFYING, AND DELETING RECORDS


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

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

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


                                    SEARCHING FOR RECORDS


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

       Select "Retrieve" if you remember values in the key fields of a
record you wish to locate.  Since this command is the default on any
Update Menu, you can simply press Enter, instead of the letter 'R'
(though that will work too).  In a CONTACT database, you will be
prompted for the last name and then company of the contact. 
Generally, you will enter search information in one of these fields and
leave the other blank.  It does not matter whether you type upper or
lower case letters.  Also, you need not enter all characters of the last
name, only enough to make it unique.  For example, you could just
enter "maz" to find a last name of "Mazrui."  Similarly, if you want
to find the record of a particular company, you can just enter the first
few characters of that company's name.  Most of the time, you will
only need to enter data in the LAST NAME field and can leave the
COMPANY field blank, since this will usually isolate the record you
want.  If the contact has a company name, but no data in the LAST
NAME field, however, you would leave the LAST NAME field blank
and only enter data in the COMPANY field.  If more than one
contact has the same last name, you can find the first one and then
press 'N' to move to the next one--repeating this command until you
reach the one you want.  Alternatively, you could press Tab or Up
Arrow to enter search information in the first name field in addition
to the last name field.

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

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

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

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

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

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


                                TAGGING AND UNTAGGING RECORDS


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


                                WRITING AND VIEWING MEMO TEXT


       Besides the set of fixed-length fields, each CONTACT record
and each STATUS record also has a "memo" field, in which
miscellaneous text of variable length can be written.  Select "Write
memo" to enter or edit up to four screens worth of text in a mode
that works like a simple word processor.

       The up and down arrow keys will move from line to line.  The
Home and End keys will move between words.  The delete and
backspace keys erase text as expected.  Press the insert key to turn
insert mode on;  press it again to restore type-over mode.  Press the
F6 key to delete a line.  Press the F8 key to enter the current date,
which may be useful to indicate when a comment about the contact
was entered. 

       When done editing, press the F10 key to save the changes
you've made to the memo field, or the F7 key to exit without saving
these changes.

       The memo text editor is an internal Foxbase mode with a
command structure patterned after the Wordstar Word processor, plus
a few commands programmed by the author.  You may press F1 to
remind yourself of the several, built-in commands (often invoked with
Control-K followed by another letter).  It is possible, for example, to
import an ASCII text file into your memo, or export the memo to
such a file.

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


                                   CREATING PSEUDO FIELDS


       You can use memo text to create additional "pseudo fields" for
tracking more data in a standard way.  For example, suppose you
wish to track a contact's fax number when available.  You could
create a pseudo field by adopting the convention of entering the word
"fax" followed by a colon, a space, and then the fax number.  A line
in a contact's memo text might then look like the following:

Fax: (617) 234-5678

       It is up to you to write the name of the pseudo field and the
format of its data in the same way each time.  This will make it
easier to search for pseudo field data.  It will also make output (such
as with the Status report) display consistently.

       If you wanted to search for contacts with a fax number, you
could press 'F' for filter, 'M' for memo, and then enter "fax:" at the
string prompt.  To search for contacts with a fax number in the
Boston area, you could instead enter "Fax: (617)" at this prompt.


                          COUNTING, LISTING, AND EXAMINING RECORDS


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

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

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


                               GENERATING AN INDIVIDUAL LETTER


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

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

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

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

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

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

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


                                    TRANSFERRING RECORDS


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

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

                                 ZOOMING TO THE STATUS FILE


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

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

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

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

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


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

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

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

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

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

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

       If you know you would like to select from the list of valid
choices rather than enter a value and hope it is valid, you can press
the F2 key while on the "type" field.  Following the TYPE field is
the WHEN field, which allows you to associate a date with the
STATUS record.  Today's date is the default, so just press Enter if
that is satisfactory.  Otherwise, enter 6 digits for a date, in month,
date, year order for American date format or day, month, year order
for British.  (The date format to be used throughout the system--
American or British--is an option in the configuration utility.)  Slash
marks will automatically be inserted, so don't add these.  After the
WHEN field is the WHAT field, which allows you 62 characters to
write a reminder about an event, fact, or something to do in relation
to that contact.  It is a one line elaboration of the status type you had
entered.  For example, if you entered a type of "SC" (Should Call),
you might enter "to schedule appointment" in the WHAT field.  If
you had entered "HW" (Have Written), you might now enter "about
legislative issue."  If you fill up the 62 character space of the WHAT
field, a warning beep will sound to alert you that any more characters
you type will overwrite existing characters.  To continue the note,
enter text in the memo field using the "Write" command from the
Update Menu.

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

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


                                   DIALING WITH YOUR MODEM


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

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

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


                                    THE REPORT INTERFACE


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

Specify/Generate/Edit/Help/Quit

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

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

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

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


                                        REPORT TYPES


       There are eight types of predefined reports.  The word "report"
refers to output generated from the Reports Menu, including mailing
labels and other label definitions used to display information.

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

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

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

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

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

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

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

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


                                   GENERATING FORM LETTERS


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

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

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

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

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



                                          UTILITIES


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

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

cts jane

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

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


                                 CREATING NEW CONTACT FILES


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

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


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

P = Party contacts

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

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


                         INSTALLING CONTACT FILES FROM OTHER SOURCES


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

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

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

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

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

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


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

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

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

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

                                      REGISTRATION FORM
                               FOR THE CONTACT TRACKING SYSTEM
                                         VERSION 3.1


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

COPY REGISTER.TXT LPT1:

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

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


   Name:  __________________________________________________

Address:  __________________________________________________

          __________________________________________________

          __________________________________________________

          __________________________________________________

  Phone:  __________________________________________________


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

I look forward to receiving the following benefits of
registration:

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

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

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

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


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

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


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


                                            CONFIGURATION HELP SCREEN


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

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

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

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

Next, provide the names of directories for saving letters and reports
created with the system.  The directories will be created if they do not exist.

 
You will then be asked to enter the ports by which your printer and modem are 
connected to your computer.  Enter the word "NONE" if a printer or modem is not
connected.  The remaining fields allow you to customize the dialing prefix and
suffix to be used by a modem in making local and long distance calls. 


                                             MAIN MENU HELP SCREEN


Select an option by pressing its first letter, or by moving to it with the Up
and Down arrow keys and then pressing Enter.
        
CONTACT Update -- Add, modify, and retrieve records in the contact database you

select, containing names, addresses, and phone numbers of contacts.  Zoom to
related records in the status database, containing fields for documenting when 
and what is the status with the contact.

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

FILES Update -- Update the set of CONTACT files.

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

Reports -- Go to the reports menu with options for producing various reports on

contact and status data.

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

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

Help -- Display these help screens.

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


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

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

                                            UPDATE MENU HELP SCREEN


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

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


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

        Left Arrow or Control S - Previous character
       Right Arrow or Control D - Next character
              Home or Control A - Previous word
               End or Control F - Next word
    Tab, Up Arrow, or Control E - Previous field
Enter, Down Arrow, or Control X - Next field
                        Page Up - Previous page or first field
                      Page Down - Next page or last field
                             F1 - Help on current field
                             F2 - Pick valid lookup value
                             F4 - Change field format
                             F6 - Fix field (by blanking and re-entering)
                             F8 - Enter current date
 F10, Control W, or Control End - Accept screen
            Escape or Control Q - Abort screen
         Backspace or Control H - Delete previous character
            Delete or Control G - Delete character
                      Control T - Delete word
                      Control Y - Delete to end of field
                         Insert - Toggle insert mode on/off (default is off)
                                         STATUS TYPES MENU HELP SCREEN


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

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

                                           REPORTS MENU HELP SCREEN


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

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

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

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

3UP -- Produce mailing labels, three across.

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

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

Numbers -- Produce a report listing names and numbers.

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

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

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

Help -- Display this help screen.

Quit -- Return to the main menu.

                                              REPORT HELP SCREEN


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

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

In the FORMALITY field, enter 'F' for formal or 'I' for informal.  A
formal reference consists of the contact's title and name.  An informal
reference consists of the contact's name without a preceding title.

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

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

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

Help -- Display this help screen.

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


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

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

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

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

Help -- Display this help screen.

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


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

                                              FIELD HELP SCREENS


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

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

Example: A

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

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

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

Example: A

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

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

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

Example: A

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

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

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

Example: A

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

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

Title of contact.  

Example: Ms.

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

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

Example: Jane

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

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

Last name of contact.  

Example: Doe

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

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

Company or organization of contact (if any).  

Example: Widgets Inc.

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

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

Work phone number of contact.  

Example: (909)123-4567x8900

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

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

Home phone number of contact.  

Example: (909)765-4321

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

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

First address line of contact.

Example: 1122 This St.

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

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

Second address line of contact.

Example: Suite 33

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

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

City of contact.

Example: Sometown

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

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

State of contact.

Example: OZ

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

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

Zip/postal code of contact.

Example: 12345-6789

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

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

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

Example: Canada

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

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

Your title.

Example: Ms.

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

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

Your first name.

Example: Jane

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

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

Your last name.

Example: Doe

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

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

Your company or organization (if any).

Example: Widgets Inc.

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

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

Your work phone number.

Example: (909)123-4567x8900

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

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

Your home phone number.

Example: (909)765-4321

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

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

First line of your address.

Example: 1122 This St.

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

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

Second line of your address.

Example: Suite 33

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

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

Your city.

Example: Sometown

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

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

Your state.

Example: OZ

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

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

Your zip/postal code.

Example: 12345-6789

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

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

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

Example: U.S.A.

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

NOTES -- 65 characters.

Miscellaneous notes about contact.

Example: referred by John. uses Amiga computer.

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

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

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

EXAMPLE: CALL

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

DESCRIPTION -- 65 characters.

Description of STATUS type.

Example: Write letter to contact.

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

WHEN -- 8 characters.  Slashes will be inserted.

Date of event, deadline, or reminder.

Example: 07/04/89

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

WHAT -- 62 characters.

Description of event or other reminder.

Example: call to schedule appointment.

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

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

CONTACT file related to this STATUS record.

Example: BUSINESS

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

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

Name of CONTACT file.

Example: PERSONAL

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

DESCRIPTION -- 65 characters.

Description of CONTACT file.

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

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

OUTPUT -- 1 character.  Letter will be capitalized.

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

Example: F

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

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

Name of output file.

Example: REPORT1

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

ORDER -- 1 character.  Letter will be capitalized.

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

Example: C

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

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

Beginning date of events, deadlines, or other reminders.

Example: 01/01/89

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

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

Ending date of events, deadlines, or other reminders.

Example: 12/31/89

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

FORMALITY -- 1 character.  Letter will be capitalized.

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

Example: F

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


TAGGED -- 1 character.  Letter will be capitalized.

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

Example: Y

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

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

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

Example: LPT1

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

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

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

Example: COM2

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

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

Dialing Prefix for Local Phone Numbers.

Example: ATDT

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

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

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

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

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

Dialing Prefix for long distance Phone Numbers.

Example: ATDT1

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

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

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

Example:  ,31526

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

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

Drive for back up of data.

Example: A

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

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

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

Example: C:\WP51\WP.EXE

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

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

Directory for letters automatically addressed.

Example: C:\CTS\LETTERS\

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

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

Directory for reports generated.

Example: C:\CTS\REPORTS\