Overview: All Reports fit into a standard briefcase! Al o th report ar printe ou o standar 1/2 b 11 compute paper s tha yo ca carr thi informatio wit yo whe yo ar o th road Thi free yo fro havin t b tie t you compute int orde t retriev prospec data Fo example whil yo ar i hote roo a 10PM yo ca refe t you report t answe question suc as "Wh ar m prospect i Denver th name o th contact a eac company thei phon numbers an wha comment hav recorde abou the i th electroni Rolode a wel a o an subsequen prospectin phon call mad t them?" At the bottom of your screen, you will observe this phrase: "Category Selected." Wit thi option yo ca "layer-in u t 99,999,99 differen layer o grouping o prospects Onc yo identif ne grou o prospects suc a newly-purchase mailin list yo ca separat the b assignin uniqu CATEGOR numbe t th grou whil yo ar enterin thei informatio int th Perso file Thi "layering effec wil the appl t th dat wheneve yo wis t prin label o reports Th dat wil appea t b groupe int th categorie tha yo designatd. Fo mor informatio o ho thi works g t th Mai Progra Men an ente optio 8 'Selec Category'. ============== | OPTION 1: | ============== Optio produce on repor fro th Prospec file Yo hav thes selections available: 1 = report based on company name, no Form Feed 2 = report by last name 3 = report by first name 4 = report by city 5 = report by category, then company name 6 = report by phone 7 = report by state 8 = report by zip code 9 = report by 'referred by' 10 = report by address, line 1 [see Help file at Reports Menu for logic] 11 = report by company name, with Form Feed Selection an 1 ar similar Selectio wil ru al record togethe o page whil numbe 1 issue for fee t th printe everytim ne compan nam appears. Note on logic of address line one: Th progra wil attemp t sor firs b street the b number Specifically thi repor look fo th firs blan spac an the assume tha th character t th lef ar th stree number whil th character t th righ ar th stree name Let' say fo example tha yo ha entere thes line fo addres lin on i thre records: '1103 Elm Street' '152 Elm Street' '5 Elm Street' Th repor woul se th firs spac i '110 El Street an woul spli ou '1103 a th stree numbe an 'El Street a th stree name Al record woul the b sorte firs b stree name the b stree number. ============== | OPTION 2: | ============== Optio generate on repor fro th Activit file Yo hav seve selection t choos from: 1 = Activity report sorted by Company Name, no Form Feed 2 = Activity report sorted by date activity created 3 = Activity report sorted by city, then date created 4 = Activity report sorted by state, then date created 5 = Activity report sorted by zip, then date created 6 = Activity report sorted by Area Code, then date created 7 = Activity report sorted by Company Name, with Form Feed Selection an ar similar Selectio wil ru al record togethe o page whil numbe issue for fee t th printe everytim ne company grouping of activity records appear. ============== | OPTION 3: | ============== Optio 3 i t chang th star o sto dat o th summary I default t thes dates: STAR DAT :'01/01/1901' STO DAT :'12/12/2999 Thi mean tha an summarie tha yo generat wil b fo 99 yea period Let' sa tha yo woul lik t examin activitie fo tw wee period durin whic yo wer o th roa visitin prospect I tha case g t optio an ente th dat o whic th tw wee perio bega a th STAR date an th dat o whic th tw wee perio ende a th EN date No you report wil reflec jus tha tw wee period. [Note Th dat selectio featur refer t whe th record wa originall entere int th system.] ============== | OPTION 4: | ============== 4 Selec ou an comment city state zi o prospec fo report[s] Thi wil allo yo t selec an wor o phras a basi fo creatin reports Whateve commen yo select thi criteri wil b applie t option o i thi menu. ============== | OPTION 5: | ============== Category Consolidation: A thi option yo ca bas you report o eithe rang o categorie o lis o non-continuou individua categorie Fo example i yo ha selecte range the yo coul combin al record fro categorie throug 50 Yo ca selec an siz range fro rang o 5 t rang o 50,00 categories I yo ha selecte t inpu non-continuou lis o categories the yo coul ente u t 20 categorie fo consolidation suc a t combin categorie 10 11 15 an 20. ============== | OPTION 6: | ============== Thi optio wil inser th mem fiel int th report generate b option an 2 Onc selected yo ca specif th numbe o character brough int th repor fro eac memo.