PHONEMAN Help * INDEX to on-line help * Introduction to PHONEMAN . . . . . . . . . . 1 Getting started . . . . . . . . . . . . . . . 3 Using a mouse with PHONEMAN . . . . . . . . . 5 The PHONEMAN Main Menu . . . . . . . . . . . 7 Options from DISPLAY . . . . . . . . . . . . 9 FILES Menu . . . . . . . . . . . . . . . . . 11 Adding and Editing entries . . . . . . . . . 14 The File Selector . . . . . . . . . . . . . . 15 Printing . . . . . . . . . . . . . . . . . . 16 Dialing . . . . . . . . . . . . . . . . . . . 17 Comments about files and formats . . . . . . 18 PHONEMAN (tm) Personal Phone Book Manager (c) Version 1.1 * Special Evaluation Edition * TASCS Company P.O. Box 2326 Redondo Beach, California 90278 Copyright 1990, all rights reserved Introduction PHONEMAN from TASCS helps you maintain personal phone and address books on your computer. PHONEMAN features include: * Easy to use with built-in Microsoft(R) Mouse support * Automatic alphabetical sorting by last name * Pressing a single key, locate all names in your book that begin with that letter * Automatically dial numbers using a modem * Up to 1000 records per book subject to memory size * Create phone or address lists on your printer * Label printing on single-width labels * Search phone books from DOS command line using WHOIS, a program sent free when you register this software Getting Started The file MANUAL.TXT contains the manual for this software. Please print this file as possible for detailed instructions. Also check the file READ.ME for the latest modifications and additions to the manual. Quick instructions for installing PHONEMAN can be found in the READ.ME file. To start PHONEMAN, change the DOS default disk and directory to those containing PHONEMAN files, type PHONEMAN, and press Enter. PHONEMAN will initially load its default book, ADDRESS.PBK. If you run PHONEMAN from a 360 kByte diskette you will not have enough room to store your address book on this diskette. To load another diskette of store the continued ... Getting Started (continued) contents of the book currently in your computer's memory, use the FILE UTILITIES option from the Main Menu, then select the desired action. For more information, consult the FILE UTILITIES Menu section of this manual or the user's manual. To access the Main Menu from PHONEMAN's initial DISPLAY mode, press either the Esc key or the F10 key. Using a mouse for input PHONEMAN allows you to use a Microsoft(R), Logitech(R), or compatible mouse for input. If you have such a pointing device, PHONEMAN automatically uses it provided the Microsoft(R)-compatible mouse driver has been loaded. If the mouse driver is detected, PHONEMAN initializes the mouse and shows the cursor on the screen. The mouse cursor is initially located at the extreme upper left corner of the screen and moves in response to the mouse rolling across the desktop. PHONEMAN uses menus to list possible actions. The mouse can be used in lieu of the ketboard. Move the mouse cursor continued . . . Using a mouse for input (continued) to overlap that line and press the LEFT mouse button (click). PHONEMAN interprets this action as if you had pressed the corresponding key on the keyboard. The mouse can be used to answer yes/no questions when "screen buttons" appear. Point to the screen button with the mouse cursor and "press" it by clicking. DISPLAY mode shows an alphabetical index at the right if a mouse driver is found. Point to a letter and click to "flip" quickly to the page for that letter. The mouse can mimic pressing the Esc key, often used to quit an action or menu. Simply press both buttons of the mouse at the same time. PHONEMAN will confirm with a low, short tone. Main Menu Options The main PHONEMAN menu presents these options with or without a phone/address book record has been loaded. F1/HELP Starts this help facility. F4/CREATE Clear any previous information from memory and start a new book. F5/FILE Access the File Utilities Menu. Described elsewhere in this help file, FILE allows you to load, save, rename, copy, and delete PHONEMAN phone/address books. F10/QUIT Exits the program. 'Esc' has the same effect. Main Menu Options (phone book exists) These menu options are available ONLY when there is a current book in memory. Enter/DISPLAY Display the contents of the PHONEMAN file currently in memory. All changes to the file are made from DISPLAY. F6/PRINT Access the print functions. Selected from the main menu, all entries of the book in memory are printed. To print data for a single entry, activate DISPLAY, select the name to print, and start PRINT from DISPLAY. Options from DISPLAY The DISPLAY screen lists the last and first names of the entries in the current phone book. There are two methods of accessing the remaining information saved in the records. By highlighting the entry of interest (move the highlight bar using the arrow keys, point and click with the mouse, PgUp/ PgDn, etc.) and pressing any of the function keys defined in the DISPLAY menu, that action affects the highlighted entry. Alternately, selecting the VIEW option (Enter) displays all information for the highlighted entry. All actions (except "ADD" remain available from this mode. continued . . . Options from DISPLAY F1/Help Display this help file Enter/View Show contents of highlighted entry; continue to allow modification to this entry F3/Add Add a new entry to the current book F5/Delete Delete the highlighted entry F6/Print Print the highlighted entry (see Printing) F7/Edit Edit the highlighted entry F9/Dial Dial using autodial modem (see Dialing) F10/Done Return to Main Menu (from DISPLAY) or to DISPLAY (from View) File Utilities Menu Options The File utilities menu accesses PHONEMAN files: F1/HELP Starts this help facility. F3/LOAD Presents a list of files in the current directory of the default disk. Use the file selector to locate a file, highlight its name and press Enter to load that file. Select the "> UP DIR < \" entry to move up one directory level or a subdirectory name to locate files in that directory. continued . . . File Utilities Menu Options (continued) F4/RELOAD Automatically load the default book ADDRESS.PBK located in the initial start-up directory. F6/DELETE Delete a file using the file selector. F7/RENAME Select a file using the file selector and rename it. F8/COPY Select a file using the file selector and make a copy. F10/Return Return to the Main Menu. continued . . . File Utilities Menu Options (continued) These choices are provided ONLY when phone/address records exist in the computer memory: F2/SAVE Save the current file to disk. F5/COMBINE Retain the current file in memory and append another PHONEMAN file from disk to it. Adding and Editing Entries To Add or Edit an entry, begin in DISPLAY mode. Press F3 to Add. To Edit an existing entry, move the highlight bar to the entry to change then press F7. To Add, supply all information requested, pressing Enter after each one. As each piece of data is entered, it is displayed on the screen with the other information and the next information is requested. When done, review the information then press any key to complete Add. Edit shows all data stored the record being edited and high- lights the surname field. Move the highlight bar with the arrow keys and press Enter to identify an entry. Edit this information, then press Enter. Press F10 to return to DISPLAY. The File Selector The File selector shows all files in the current directory & disk. It runs automatically when needed to identify a file. Move the highlight bar over the desired file then press Enter. To move up one directory level, select "> UP DIR < \". To move down into a subdirectory, select the subdirectory name from the list. Subdirectory names are identified with a "\" at the end. They also appear first in the list of files. Press F9 to choose a new disk drive to load from. Enter its name (A, B, C, etc.) when prompted to select the new disk. The File selector is used for virtually all features on the File Utilities menu. Printing Three steps are required to print: 1) Choose between Label and Record print formats and press the function key that corresponds to the one you select. 2) Verify and change as required the parameters used for printing, then press Enter. 3) Select the specific output style using the arrow keys to page through the available options. Press Enter when the style you want appears in the window to begin printing. Specify printing parameters (port number and default spacing, etc.) using PSETUP. This must be done BEFORE runing PHONEMAN. Dialing To dial, highlight a name in DISPLAY mode and press F9 (dial). PHONEMAN will try to initialize your modem and will abort if an error occurs. Select between primary & alternate numbers using the arrow keys, then press Enter to dial. To return control of your phone to you after dialing, press any key. To abort Dial before placing a call, press Esc. Note: Dialer parameters must be specified using PSETUP and the default Dialer type is None. You may select any modem type or Auto to request automatic detection of your modem. Regardless of the modem type identified, PHONEMAN will use the modem at 300 baud. Format of the Phone/Address Records 1. Last name (17 characters) 2. First name(s) (22 characters) 3. Address Line 1 (36 characters) 4. Address Line 2 (36 characters) 5. City (18 characters) 6. State (14 characters) 7. Zip (10 characters) 8. Primary phone number (25 characters) 9. Alternate phone number (25 characters) 10. Comments (38 characters) Record format (continued) PHONEMAN maintains first and last names separately rather than as a single entry. This allows you to use the same book with different output formats to produce phone or address lists with one format (eg. LAST NAME, First name) and labels with different formats (eg. First Last). The maximum length for each entry in a PHONEMAN record is driven by the width of a typical address label (3-1/2"). Zip codes may be up to 10 characters to accomodate ZIP+4 codes, phone numbers can be as long as 25 characters (to allow business extensions and the like), and each line of the address can be up to 36 characters. Special Modem Information Phone number entries in PHONEMAN can contain up to 25 characters. For ease of automatically dialing numbers, enter phone numbers with area code as you would dial them on your telephone. Most telephone systems require area codes for long distance calling but not for intra-area dialing. Add the area code to the number if required to simplify automatically dialing numbers. You may include hyphens and parenthesis as required for clarity. They will be ignored by the modem when dialing. The asterisk and "pound" keys mimic the operation of the corresponding keys on a push-button telephone and may be included if required. The Comma and the Modem Dialer The comma [,] causes a short pause in the dialing activity. Use this feature if you need to wait for a second dial tone, as you may when accessing special long distance services or dialing outside a local PBX system. For example, 9,555-1234 would first dial the 9, pause, then complete the rest of the call. The dialer option from within PHONEMAN allows you to enter a suffix and a prefix. Use these if you do not want certain information permanently affiliated with the phone number in your phone book such as a code you use to access your long distance service. Trademarks IBM (R) and PS/2 (R) are Registered trademarks of International Business Machines Corporation Microsoft (R) is a Registered trademark of Microsoft Corporation Logitech (R) is a Registered trademark of Logitech, Inc. Hayes (R) ia a Registered trademark of Hayes Microcomputer Products, Inc. PHONEMAN (tm) is a trademark of TASCS Company