THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: October 19, 2002 10:44 AM Saturday; Rod Welch

SDS doc log, letterhead management, contact record formats and Help.

1...Summary/Objective
2...Contact System Improvement Objectives
..............Work Role, Consultant Transformation Culture of Knowledge
...4...Help updated for organization and individual contact records to
...5...Alternate mailing address field changed...
3...000009 Load 0450531 to Create Letterhead for Publishing SDS Records
4...000003 Macro 80 Menu Op to Load Letterhead from Within in Contact
5...Letterhead from Within in Contact Loaded to 04501 Letterhead Macro
6...000008 Macro 136 for Secondary Doc Lod Fields
7...047041 Profile Contact System Setup Doc Log Operation
8...000009 Doc Log Load Contacts from Summary and within Contact Record
9...Doc Log Secondary Fields Load Contact from Within Contact Record
10...Enter in Contact Record Load ID to SDS Doc Log Secondary Fields
11...Letterhead Menu Option within Contact Record
12...Menu Letterhead Option within Contact Record
13...Enter Loads Record or Calls Report, Also Updates Letterhead
14...Letterhead Contact Person Entered
15...Internet Email Address Processed
16...Letterhead File Closed for Publishing SDS Records on Internet
17...Doc Log Complete Post SDS Secondary Doc Log Fields
18...Doc Log Field Formats Changed in Contact Format Records
19...End Contact Process
20...Reset Counters Especially Globals
21...Delete Code in 000009
22...021 Individual Contact Record Template updated
23...022 Organization Contact Record Template updated
24...Doc Log Field Formats Changed in Contact Format Records
25...10 52 Updated Help for Contact Summaries

ACTION ITEMS.................. Click here to comment!

1...Future improvement move the contact record ID field to a

CONTACTS 

SUBJECTS
Load Letterhead to 0450431
Address - SDS
Load CNS records to SDS, 910312
Memory Management
Cut and Paste, Eliminated
Planning and Concepts

1008 -
1008 -    ..
1009 - Summary/Objective
1010 -
101001 - Follow up ref SDS 26 0000, ref SDS 25 0000.
101002 -
101003 - Updated document management, ref SDS 0 IU4L, to complement work last
101004 - week on writing and receiving letters. ref SDS 0 RZ3N  Contact record
101005 - formats, and the help system were improved. ref SDS 0 5100  A
101006 - streamlined method was developed today for letterheads and entering
101007 - contact information that make it fast and easy for people to comment
101008 - about SDS records published on the Internet.  This new method makes it
101009 - faster and easier for consultants and internal aids to provide
101010 - Communication Metrics support, ref SDS 0 IUBD, that helps people work
101011 - intelligently by creating connections of cause and effect to manage
101012 - knowledge and documents so it is fast and easy to find anything when
101013 - needed.  Using electronics to replace documentation enables a
101014 - paperless office that advances transformation toward a culture of
101015 - knowledge. ref SDS 0 IUBD  These improvements reduced SDS code by
101016 - several hundred lines, which helps memory management, including
101017 - compiler space.
101018 -
101019 -     [On 021025 improved letterhead system for publishing SDS records
101020 -     on the Internet that complements doc log management. ref SDS 33
101021 -     0001
101023 -      ..
101024 -     [On 021027 summarized improvements to system of Knowledge Space
101025 -     that integrates management of people, documents, time and
101026 -     organization. ref SDS 34 0001
101027 -
101028 -
101029 -
101031 -  ..
1011 -
1012 -
1013 - Planning
1014 -
101401 - Contact System Improvement Objectives
101402 -
101403 - Follow up ref SDS 26 3075.
101405 -  ..
101406 - Background...
101407 -
101408 -     Contact system using 0450431............. 930310, ref SDS 8 KF4J
101409 -     Help for Contacts was updated............ 980527, ref SDS 25 8288
101410 -     Flexible structure improved.............. 980601, ref SDS 26 4741
101411 -     Macro file 0501 apply improvements on
101412 -     980601 and make greater use of code in
101413 -     000009 for creating standard formats
101414 -     to write a letter........................ 980612, ref SDS 27 3691
101416 -  ..
101417 - On 021013 the contact system was modified to improve the process of
101418 - writing letters using the SDS doc log to enter control criteria and
101419 - set up a standard format for issuing and receiving correspondence.
101420 - ref SDS 32 6F9F  This work led to further ideas for improvements to
101421 - format contact records, which I am doing today.
101423 -        ..
101424 -   1.  Letterhead operations were first developed in macro 0450431 to
101425 -       use PCL for centering an address, and to add standard features
101426 -       for a signature block, when a document is printed, as reported
101427 -       on 970323. ref SDS 16 MY9F
101429 -        ..
101430 -       Letterhead macro 0450431 was adapted for publishing SDS records
101431 -       to the Internet, beginning on 980324, ref SDS 17 9750, to
101432 -       perform objectives described on 980526. ref SDS 24 3579  Code
101433 -       created on 980526, ref SDS 24 2870, was later modified on 980601
101434 -       to use the same procedure to create a letterhead for
101435 -       correspondence. ref SDS 26 2700  However, at that time the
101436 -       system was only applied to issued documents.  Recently, on
101437 -       000408 problems were fixed on handling the letterehad for a
101438 -       personal contact. ref SDS 31 0001
101440 -        ..
101441 -       The primary and secondary doc log fields in the Reference field
101442 -       of an SDS record are filled out using point and click methods to
101443 -       create a file on the hard disk for preparing a letter, and to
101444 -       enter information in the "From" field that identifies the person
101445 -       and organzation sending a letter, and, also, the "To" field that
101446 -       establishes who is receiving the letter.  The letterhead for the
101447 -       sender was previously obtained from macro file 0450431 and was
101448 -       getting the address for the addressee from the Contact system,
101449 -       based on the entry in the "To" field of the secondary doc log
101450 -       fields.
101452 -        ..
101453 -       These methods are executed in the following ways...
101454 -
101455 -           a.  Open a contact summary, move the cursor to an
101456 -               organization name and an contact person name, and press
101457 -               Enter or double click.
101458 -
101459 -           b.  Open a contact summary, move the cursor to an
101460 -               organization, and press F2 to open the record, move the
101461 -               the cursor to a line with name of the person who is
101462 -               sending or receiving letter and press Enter or double
101463 -               click.
101465 -        ..
101466 -       The letterhead was stored in macro file 0450431 each time the
101467 -       "From" field was filled out for a document issued today. This
101468 -       system required that an alternate letterhead formt be entered on
101469 -       lines 001601... in the Contact record of the organization
101470 -       sending a letter.  This was not terribly onnerous because in
101471 -       most situations, a person sending a letter only has to set up
101472 -       the letterhead in a single contact record.
101474 -        ..
101475 -       On 021013 this was changed.
101477 -        ..
101478 -       The code in 0501 now gets the letterhead of the sender and the
101479 -       address for creating Issued and Received letters from the
101480 -       contact record, which is identified by reading the "From" and
101481 -       "To" fields in the secondary doc log fields, columns 290 and 306
101482 -       respectively, of an SDS record where a letter is created.  The
101483 -       letterhead is constructed using either the contents of the
101484 -       001601 field in a Contact record, or, if that is blank, the
101485 -       letterhead is developed from the default address beginning on
101486 -       line 0001.  Similarly, the address is taken from the alternate
101487 -       address beginning on line 001001, and if that is blank, then the
101488 -       default address on line 0001 is used.
101490 -        ..
101491 -       Eliminating PCL by relying on web browsers for printing, and
101492 -       accomplishing letterhead support directly in macro file 0501,
101493 -       eliminates a large part of the role previously performed by
101494 -       0450431.  The remaining function of 045031 to provide a
101495 -       letterhead for publishing SDS records on the Internet, will be
101496 -       eliminated with a new letterhead macro file.  These changes to
101497 -       treat received and issued documents the same, both simplify and
101498 -       improve the utility of doc log management.
101500 -        ..
101501 -       Currently, when a letter is defined by filling out the secondary
101502 -       doc log fields using the From and To fields, a letterhead is
101503 -       stored by code in 000009 in macro file 0450431.  The address for
101504 -       the contact in the From field is read from the contact record
101505 -       and stored in 0450431.  The letterhead is read from either the
101506 -       alternate letterhead field that begins on line 001601, or, if
101507 -       that does not exist, or is blank, then the codes get the address
101508 -       from the primary address field beginning as of today on 000101.
101510 -        ..
101511 -       When an SDS record is formatted for publication to the Internet,
101512 -       it gets the letterhead from the 0450431 file.
101514 -        ..
101515 -       When an SDS record is issued for another organization, we need a
101516 -       fast, easy and flexible way to assign the letterhead, without
101517 -       necessarily preparing a letter for the organization to send a
101518 -       letter.  This part of 0450431 will therefore be retained.  We
101519 -       will open a Contact record and execute the "Letterhead" option
101520 -       on the menu bar.  All this will do is copy the letterhead or the
101521 -       default address into 0450431, and that is all this file will
101522 -       contain.  May decide to keep 0450431 as is and put the
101523 -       letterhead in another file, so we can keep the prior code for
101524 -       awhile.
101525 -
101526 -            [On 021025 replaced 0450431 system with a simplified
101527 -            process using macro file 04501 to improve letterhead system
101528 -            for publishing SDS records on the Internet that complements
101529 -            doc log management. ref SDS 33 0001
101531 -             ..
101532 -            [On 021027 summarized explanation to set user's name for
101533 -            publishing SDS records on Internet. ref SDS 34 7W6Q
101535 -        ..
101536 -   2.  Replace 0450431 letterhead file with 04501 that stores a
101537 -       letterhead and contact name with email address generated during
101538 -       the process of filling out a document log.  Macro file 04501 is
101539 -       used by macro file 070405 to create a letterhead for publishing
101540 -       SDS records on the Intenet. There are three (3) key features....
101541 -
101542 -            [On 021025 implemented this change in 070405. ref SDS 33
101543 -            W96H
101544 -
101545 -          1.  Seemless creation as part of writing a letter.
101546 -
101547 -              Each time a document log is filled out to write a letter,
101548 -              the contact spec in the From field is used to build a
101549 -              letterhead and enter an email address.  This is almost
101550 -              always the user of the SDS record, so in effect the
101551 -              letterhead is the user, however, it allows a user to
101552 -              create letterheads on the fly for clients.
101554 -               ..
101555 -              Work Role, Consultant Transformation Culture of Knowledge
101556 -
101557 -
101558 -          2.  Custom creation.
101559 -
101560 -              Users can open any contact record and click on
101561 -              "Letterhead" in the menu to force a particular letterhead
101562 -              into the letterhead macro file 04501. ref SDS 0 VF4O
101563 -
101564 -                 [On 021027 summarized explanation to set user's name
101565 -                 for publishing SDS records on Internet. ref SDS 34
101566 -                 7W6Q
101568 -               ..
101569 -          3.  When an SDS record is converted to HTML for publication
101570 -              on the Internet, it will use the letterhead, contact name
101571 -              and email address in macro file 04501, per below.
101572 -              ref SDS 0 0T6M  This changes the current system of using
101573 -              the name in the top right corner of the SDS record for
101574 -              the contact name.  In common practice, these will be the
101575 -              same.  For most users the contact person in the
101576 -              letterhead will be the same as the user's name.
101578 -               ..
101579 -          4.  For consultants and specialists, and for work by an aide,
101580 -              assistant or secretary, this new feature provides fast,
101581 -              easy flexibility for a few people to use SDS and issue
101582 -              records on behalf of others.  When a record is converted
101583 -              to HTML for publication, will compare the name in 04501
101584 -              with the SDS record user's name and return a message to
101585 -              alert these are different.  This helps transformation
101586 -              toward a culture of knowledge, making it easier to adopt
101587 -              a new work role for a new way of working "intelligently,"
101588 -              explained in POIMS, ref OF 19 16EF, by eliminating the
101589 -              need for everyone to change at once, as explained in NWO.
101591 -        ..
101592 -   3.  Contact record format files updated for organization and
101593 -       individual records, per below. ref SDS 0 5100
101594 -
101596 -        ..
101597 -   4.  Help updated for organization and individual contact records to
101598 -       reflect new formats, explained above. ref SDS 0 1257
101599 -
101600 -
101601 -
101602 -
101603 -
1017 -

SUBJECTS
Address Alternate
Alternate Address Correspondence

1204 -
120501 -        ..
120502 -   5.  Alternate mailing address field changed...
120503 -
120504 -       Previously, the alternate mailing address field was...
120505 -
120506 -                  0010      Alternate Mailing Address
120507 -                  0011      Name
120508 -                  0012      Street
120509 -                  0013      City, State Zip
120510 -
120511 -       ..., as shown in the record on 980601, ref SDS 26 2973, which
120512 -       applied the old format for the primary address that put the
120513 -       city, state and zip on a "3" line.  Today, eliminated this to
120514 -       conform with the new format for the default address where the
120515 -       City, state and zip can be on any line, and the end of the
120516 -       address is identified by a blank line.
120517 -
120518 -                  0010      Alternate Mailing Address
120519 -                  001001    Name
120520 -                  001002    Street
120521 -                  001003    City, State Zip
120522 -                  001004
120523 -                  001005
120524 -
120525 -
120526 -
1206 -

SUBJECTS
2 Line ASCII Address - Later Abandoned

1303 -
130401 -        ..
130402 -   6.  Alterternate Letterhead for ASCII Email formats eliminated.
130403 -
130404 -       Have been planning to do this reported on 980601. ref SDS 26
130405 -       418J
130406 -
130407 -
130408 -
130409 -
130410 -
130411 -
130412 -
1305 -

SUBJECTS
2 Line ASCII Address - Later Abandoned

1403 -
140401 -        ..
140402 -   7.  Contact Record SDS Alternate 2 Line Address Modified
140403 -
140404 -       This is a simple change to the default contact record format to
140405 -       show the User where to enter an alternate 2 line identification
140406 -       for a contact in an SDS record.
140407 -
140408 -             0015     SDS Contact Format
140409 -             001501   Name organization
140410 -             001502   Location if needed
140411 -             001503
140413 -        ..
140414 -       Need to modify 000009 to avoid making an entry when the field
140415 -       names are in the Contact record or when these fields are blank.
140416 -
140418 -  ..
140419 - Line 1180, ref OF 7 5V9H, -label aoRecrd in 000009 about 20 lines
140420 -
140421 -    -if @90 != 1128 -goto ndlop
140422 -
140423 -       If this is not a doc lop op, then jump to process the record.
140424 -       ref SDS 0 JW3F
140425 -
140426 -
140428 -  ..
140429 - Line 1300, ref OF 7 8V7L, -label 0472N in 000009 about 50 lines below
140430 -
140431 -    -if @90 != 1128 -if @47 = 2 l /001501/
140432 -
140433 -       Look for alternate SDS format.
140434 -
140436 -  ..
140437 - Line 1330, ref OF 7 I14H, -label 0472N in 000009 about 80 lines below
140438 -
140439 -    The code has landed on an alternate address line, so evaluate to
140440 -    see if it has an alternate address or has the field names, and if
140441 -    not the field names and it is not blank, then assume alternate
140442 -    field names have been entered.
140444 -     ..
140445 -    z 1 20
140446 -       fr /Org/
140447 -    fr /Name /
140448 -    -if @0 = 0 -goto 0001n
140449 -
140450 -       Added this code today; set a zone to cover form col 10 to 20,
140451 -       and first do a find right looking for "Name" that will establish
140452 -       if someone entered an actual name for an individual or an
140453 -       organization.  Works the same for both record types.  If error
140454 -       count is still 0, then it found "Name," and this means an
140455 -       alternate address is not entered, so go process the standard
140456 -       address at the top of the recod.
140458 -     ..
140459 -    loc_cur 3 10
140460 -    chrcnt 74 0
140461 -    -if @74 = 32 -goto 0001n
140462 -    setcnt 75 946
140463 -    -goto edlA
140464 -
140465 -       Move the cursor to the first data column and see if it is blank,
140466 -       and if so then don't process this field, jump to code that
140467 -       processes the standard address field. ref SDS 0 9H6M  If the
140468 -       field is not blank, then set a flag for processing this field.
140469 -
140470 -
140471 -
140472 -
140473 -
140474 -
1405 -

SUBJECTS
Doc Log Load Contacts to Secondary Fields
Letterhead Macro 0450431 Support
Menu - Contact Record Contact Record
Letterhead Publishing SDS Records on Internet Verify Same as User Nam

2506 -
250701 -  ..
250702 - 000009  Load 0450531 to Create Letterhead for Publishing SDS Records
250703 -
250704 - There are several issues in this task....
250705 -
250706 -    1.  The contents of 0450431 provide a letterhead that is read into
250707 -        an SDS record when it is formated by 070405 for publication on
250708 -        the Internet.
250710 -         ..
250711 -    2.  The contents of 0450431 are created by the User selecting the
250712 -        "From" field in the secondary doc log fields in the Reference
250713 -        field of an SDS record.
250715 -  ..
250716 - Process of using the menu, established by 127 = 11, ref SDS 0 5W5O,
250717 - and contact system to post the secondary doc log fields is explained
250718 - in the record on 981101. ref SDS 30 QF9I
250720 -  ..
250721 - New procedure will be to...
250722 -
250723 -       1.  Clear the field, then enter contact ID in doc log code
250724 -           fields beginning in column 290 beyond the Subject field, for
250725 -           From, To and Respond. ref SDS 0 YS3N
250726 -
250727 -              Future improvement move the contact record ID field to a
250728 -              location left of the subject field.  Since the contact ID
250729 -              field has a constant length, and the length of subject
250730 -              fields varies, this improvement will prevent overwriting
250731 -              the Contact field by long subject accounts.  The need is
250732 -              not critical because we don't actually use this subject
250733 -              field to look up detailed subjects.  It is only useful
250734 -              for 3 or 4 levels.  Below that, subject reports on SDS
250735 -              records work better.  In the meantime, we should probably
250736 -              truncate subject entry to the doc log field though so we
250737 -              do not overwrite the doc log fields.
250739 -            ..
250740 -           If start in Contact record, as reported on 980527.
250741 -           ref SDS 25 0001 and ref SDS 25 1968, skip step 2, and jump
250742 -           to step 3. ref SDS 0 NK6I
250744 -            ..
250745 -           If start in Contact Summary after opening Summary from
250746 -           secondary doc log fields...
250748 -            ..
250749 -       2.  Open contact record.
250751 -            ..
250752 -       3.  From op, run normal code identified for letterhead, open a
250753 -           new file and store the letterehead if entered in the
250754 -           contact record on line 001601, and if not get the address
250755 -           from the primary address line on 000101.
250757 -            ..
250758 -       4.  Run normal contact op to find line in record for the name
250759 -           selected by the User in the Summary, or where the cursor was
250760 -           when the User executed the Letterhead option in the Contact
250761 -           menu.
250763 -            ..
250764 -           For To op capture the ID string used in doc log format, may
250765 -           be last and first name.
250767 -            ..
250768 -           For "From" op, capture the Internet email address and put it
250769 -           in the Letterhead macro for use by 070405 to process an SDS
250770 -           record published on the Internet, per work on 980526.
250771 -           ref SDS 24 1172 and ref SDS 24 0952
250773 -            ..
250774 -       5.  Capture the person's name in text, and any code on the Dear
250775 -           line that may be available for this person in the Contact
250776 -           record, and capture the line number. Enter the line number
250777 -           for the name of the person in the SDS doc log field.
250779 -            ..
250780 -       6.  Return to SDS record.  Close the Contact record, Enter the
250781 -           line in the Contact record for the person's name. Restore
250782 -           the file offset to the beginning of the secondary Doc Log
250783 -           fields, and enter the text for the Doc Log field name.
250784 -
250785 -
250787 -  ..
250788 - 000003  Macro 80 Menu Op to Load Letterhead from Within in Contact
250789 - Letterhead from Within in Contact Loaded to 04501 Letterhead Macro
250790 -
250792 -  ..
250793 - Line 940, ref OF 5 295J, -label m1820 in 000003
250794 -
250795 -    setcnt 88 888
250796 -    setgbl 88 @88
250797 -    macro 1820
250798 -
250799 -       88 = 888 means this is a menu op to load a letterhead.
250801 -        ..
250802 -       Macro 1820 is in 000009, and currently calls 000901, but is
250803 -       changed today.
250804 -
250805 -          [On 021025 developed code that gives a warning when the name
250806 -          in the letterhead file 04501 is different from the name of
250807 -          the user for an SDS record being published. ref SDS 33 B13N
250809 -           ..
250810 -          [On 021027 summarized explanation to set user's name for
250811 -          publishing SDS records on Internet. ref SDS 34 7W6Q
250813 -        ..
250814 -       Today, we eliminate macro 1820, and simply call macro 1807 for
250815 -       using Enter in a Contact record.  The flag from the menu op
250816 -       under macro 80 will load a letterhead. ref SDS 0 VF4O
250817 -
250818 -
250820 -  ..
250821 - 000008  Macro 136 for Secondary Doc Lod Fields
250822 -
250823 - Line 1010, ref OF 6 3592, -entry 136 in 000008
250824 -
250825 -    Executes Enter.  What happens when cursor is on the secondary doc
250826 -    log field.
250828 -  ..
250829 - Line 140, ref OF 6 K55M, -entry 152 in 000008 about 30 lines below
250830 -
250831 -    -if @47 = 4 macro 163
250832 -
250833 -        Profile for contact records is macro 163 in 000009
250834 -
250835 -
250837 -  ..
250838 - 047041  Profile Contact System Setup Doc Log Operation
250839 - 000009  Doc Log Load Contacts from Summary and within Contact Record
250840 -
250841 - Follow up ref SDS 30 0333.
250842 -
250843 - This code eliminates use of 000901 which formerly helped post the
250844 - macro file 0450431 that stored a letterhead, signature block, and
250845 - managed PCL for correspondence and for publishing SDS records on the
250846 - Internet.  Therefore 000901 and 0450431 are both eliminated today, per
250847 - below. ref SDS 0 MR6V
250849 -  ..
250850 - Line 180, ref OF 3 3588, -label nSubJj in 047041 about 30 lines below
250851 -
250852 -    -if @89 > 87 -if @89 < 150 setcnt 90 1128
250853 -    setgbl 90 @90
250854 -
250855 -             90 = 1128 = doc log contact op executed in 000009.
250856 -             ref SDS 0 5W5O
250857 -
250858 -    -if @89 > 87 -if @89 < 107 setgbl 91 1129
250859 -    -if @89 > 106 setgbl 91 0
250860 -
250861 -             91 = 1129 = FROM op so that 000009 can process return
250862 -             address code for letterhead to publish SDS records on the
250863 -             Internet.
250865 -  ..
250866 - Line 220, ref OF 3 W83L, -label nSubJ in 047041 about 60 lines below
250867 -
250868 -    loc_cur 0 40
250869 -    chrcnt 129 0
250870 -    setgbl 129 @129
250871 -    of 88
250872 -
250873 -       Put cursor on doc type field and capture whether Issued or
250874 -       Received, and capture the type, then restore the screen offset.
250876 -        ..
250877 -       This is needed in 000009 for updating the letterhead macro file
250878 -       04501 based on filling out the From field in the secondary doc
250879 -       log fields, per below. ref SDS 0 W33F  The letterhead template
250880 -       is only updated for Issued documents, and it is only used for
250881 -       publishing SDS records on the Internet.  It is assumed that an
250882 -       SDS user who publishes a letter will want a correlation between
250883 -       the letterhead of an issued letter and the letterhead of that
250884 -       person's SDS records.
250886 -        ..
250887 -       This assumption provides some degree of automated control, so it
250888 -       is not necessary to manually enter a letterhead each time an SDS
250889 -       record is published.  It also provides a way to publish an SDS
250890 -       record with the letterhead of an organization and/or a person
250891 -       for whom consulting services are being performed by entering
250892 -       that organization and person in the From field of the secondary
250893 -       doc log fields for an issued document, or in the alternative,
250894 -       open the Contact record of an individual or an organization and
250895 -       set that that organization as the letterhead, using the
250896 -       Letterhead menu option in a Contact record.
250897 -
250899 -  ..
250900 - Doc Log Secondary Fields Load Contact from Within Contact Record
250901 - Enter in Contact Record Load ID to SDS Doc Log Secondary Fields
250902 -
250903 - Line 130, ref OF 7 RE5I, -entry 163 in 000009
250904 -
250905 - This is the profile for a Contact record.
250906 -
250907 -    pfent macro 1304
250908 -
250909 -       Enter calls macro 1304 to load a contact spec to an SDS record
250910 -       Contact field, or to a secondary doc log field.
250911 -
250913 -  ..
250914 - Line 140, ref OF 7 VG6I, -entry 1304 in 000009
250915 -
250916 -    setcnt 100 8
250917 -    setcnt 133 9996
250918 -    macro 1807
250919 -
250920 -       Set flags and call op to do the work.
250921 -
250923 -  ..
250924 - Letterhead Menu Option within Contact Record
250925 - Menu Letterhead Option within Contact Record
250926 -
250927 - Line 180, ref OF 7 RH4H, -entry 1807 in 000009
250928 -
250929 - The menu bar executing macro 80 in 000003 can execute a letterhead
250930 - operation that sets a flag for 88 888 which says to update macro file
250931 - 04501 with a new letterhead for publishing SDS records on the
250932 - Internet.  This code is largely the same as pressing Enter to load a
250933 - contact into an SDS record on the line with the name of the person
250934 - selected for the letterhead, per above. ref SDS 0 RZ4L
250936 -  ..
250937 - We can give this a little flexibility by enabling people to press
250938 - anywhere in the record and something reasonable will happen.  The
250939 - user does not have to be on a precise contact line to get the thing
250940 - to update the letterhead.
250942 -  ..
250943 - Will capture and enter the name of the person and the Internet email
250944 - address in the letterhead file 04501, per above planning. ref SDS 0
250945 - YR7F
250946 -
250947 -
250949 -  ..
250950 - Enter Loads Record or Calls Report, Also Updates Letterhead
250951 -
250952 - Line 520, ref OF 7 Q73H, -label addsY in 000009 about 50 lines above.
250953 -
250954 -    setcnt 127 11
250955 -    setgbl 127 11
250956 -
250957 -       127 = 11 means op was launched in the Contact record.
250958 -
250959 -
250961 -  ..
250962 - Line 1050, ref OF 7 XN6L, -label aMGooD in 000009
250963 -
250964 -    setgbl 127 0
250965 -
250966 -       When 127 = 11 means process started in Contact record, per
250967 -       above. ref SDS 0 W63M
250969 -     ..
250970 -    getgbl 90 90
250971 -    -if @90 = 1128 -goto DcLogP
250972 -
250973 -       90 = 1128 means this is a doc log op, per code in 047041, see
250974 -       above, ref SDS 0 5X3S, and so branch to process for entering
250975 -       secondary doc log fields in SDS record. ref SDS 0 YS3N
250976 -
250978 -  ..
250979 - Line 1110, ref OF 7 ZP4L, -label aMrTn_a in 000009 about 30 lines
250980 - below.
250981 -
250982 -    -if @127 != 11 -gosub oPenit
250983 -
250984 -       If this op did not start in a Contact record, then open the
250985 -       Contact record.
250987 -        ..
250988 -       127 = 11 is set when a process is launched from within a Contact
250989 -       record using the menu, per above. ref SDS 0 W63M
250991 -        ..
250992 -       Below, when a contact record is opened to post doc log fields,
250993 -       diagnostics will not be entered. ref SDS 0 9S8O
250995 -  ..
250996 - Line 1170, ref OF 7 ND7I, -label aoRecrd in 000009 about 40 lines
250997 - below
250998 -
250999 -    getgbl 90 90
251000 -
251001 -       Flag 90 = 1128 set in 047041 to identify op to fill out
251002 -       secondary doc log fields.
251004 -     ..
251005 -    getgbl 91 91
251006 -
251007 -       Flag 91 = 1129 set in 047041 to identify op to fill out "From"
251008 -       in secondary doc log fields.
251010 -     ..
251011 -    getgbl 129 129
251012 -
251013 -       Flag 129 = 73 set in 047041 to identify issued doc log
251014 -       operation.
251015 -
251016 -    -if @90 != 1128 -goto ndlop
251017 -
251018 -       If it is not a doc log operation, then jump to regular op, per
251019 -       below. ref SDS 0 PT6J
251021 -        ..
251022 -       We know it is a doc log op when this conditionn is passed.
251024 -     ..
251025 -    -if @91 = 1129 -if @129 = 73 -goto dllhop
251026 -
251027 -       If is is an Issued doc log op for the "From" field, then jump to
251028 -       regular process, ref SDS 0 PT6J, for entering the Letterhead in
251029 -       macro file 04501 to publish SDS records on the Internet, used by
251030 -       macro file 070405. ref SDS 0 HC6F
251031 -
251032 -    -goto nmcLn
251033 -
251034 -       It is not an Issued doc log op for From, but it is a doc log op,
251035 -       so jump to code that gets the contact person's name from the
251036 -       Summary and locate that person in the Contact record.  Then get
251037 -       the line number in the Contact record for that person, and enter
251038 -       it in the SDS record where the cursor is sitting, and then get
251039 -       the person's name or doc log ID and enter it in the text fields
251040 -       for either Issued or Received documents.
251041 -
251043 -  ..
251044 - Line 1190, ref OF 7 UE9J, -label dllhop in 000009
251045 -
251046 -     setcnt 77 8887
251047 -
251048 -       Establishes that a doc log letterhead op will be performed to
251049 -       enter a new address in file 04501 that is used by macro file
251050 -       070405 to create a letterhead for publishing SDS records on the
251051 -       Internet.  We will load the address and the email address of
251052 -       the contact name.
251054 -        ..
251055 -       This is used in subroutine at -label ecstring. ref SDS 0 GP4H
251056 -
251058 -      ..
251059 -    -label ndlop
251061 -  ..
251062 - Line 1250, ref OF 7 OV6K, -label 0472N in 000009 about 40 lines below.
251063 -
251064 -    -if @98 = 1143 -if @47 = 1 l /001601/
251065 -
251066 -       For letter writing format operation, look for a letterhead.
251067 -
251068 -    -if @77 = 8889 l /001601/
251069 -
251070 -       For doc log letterhead op, look for a letterhead.  77 8889 is
251071 -       set above. ref SDS 0 HC6F
251073 -  ..
251074 - Line 1300, ref OF 7 FG5N, -label 0472N in 00009 about 90 lines below.
251075 -
251076 -    -if @0 > 0 -goto 0001n
251077 -
251078 -       If none of the alternate address formats are encountered, use
251079 -       the default address format.
251081 -     ..
251082 -    loc_cur 3 10
251083 -    chrcnt 74 0
251084 -    -if @74 = 32 -goto 0001n
251085 -
251086 -       If an alternate address is found, but the line is blank, shown
251087 -       by first char being a space, use default address format.
251089 -     ..
251090 -    setcnt 75 946
251091 -
251092 -       Alternate letterhead is being processed so the standard phone
251093 -       number at the top of the record is not substituted for the phone
251094 -       number in the alternate letterhead.
251095 -
251096 -    -goto edlA
251097 -
251098 -       Begin data entry for alternate address format.
251099 -
251100 -
251102 -  ..
251103 - Line 1330, ref OF 7 HF3O, -label 0001n in 000009
251104 -
251105 -    setcnt 64 640
251106 -
251107 -        Flag that default address is being used for this op, because
251108 -        non of the other options are in the record, i.e., letterhead,
251109 -        alternate address, nor SDS alternate address.
251111 -     ..
251112 -    top
251113 -    setcnt 0 0
251114 -    z 1 4
251115 -    l /0001/
251116 -
251117 -        Find default address from top of record and find the 0001 line
251118 -        which is the address format line.
251120 -     ..
251121 -    -if @128 = 2 macro 14
251122 -
251123 -        For personal contact records, this is the default location of
251124 -        the person in the record, for when macro 15 is called to
251125 -        restore original location.
251127 -  ..
251128 - Line 1360, ref OF 7 PI7J, -label 0001n in 000009 about 60 lines below
251129 -
251130 -    loc_cur 3 10
251131 -    chrcnt 74 0
251132 -    -if @74 > 32 -goto 4lvls
251133 -    up
251134 -    setcnt 74 48
251135 -
251136 -       This code tries to allow users to use a six (6) level line
251137 -       number field for the main address in a record, per planning on
251138 -       021013.
251139 -
251140 -
251142 -  ..
251143 - Line 1480, ref OF 7 639M, -label alhrd in 000009
251144 -
251145 -    -gosub ecstring
251146 -
251147 -       Do code that enters the string from the contact record to the
251148 -       target file, per below.
251149 -
251151 -  ..
251152 - Line 1540, ref OF 7 TU5K, -label suefA in 000009 about 30 lines below.
251153 -
251154 -    -if @47 = 1 -if @75 = 946 -goto DegfA
251155 -
251156 -           47 = 1 .......... Not SDS
251157 -           75 = 946 ........ alternate address, ref SDS 0 XZ8H
251159 -        ..
251160 -       If this is using an alternate address format, we do not need the
251161 -       default phone number, because the alternate formats include the
251162 -       phone number.
251164 -     ..
251165 -    -if @77 = 8887 -if @75 = 946 -goto DegfA
251166 -
251167 -         The alternate address formats all have a phone number, so it
251168 -         is not needed, except for SDS where 47 = 2, because it uses a
251169 -         special format we want.  Users can still enter a phone number
251170 -         in the alternate SDS address, but we still want the default
251171 -         phone number to be shown in the record, because we typically
251172 -         want all the numbers that are available for calling people
251173 -         quickly.
251175 -     ..
251176 -    setcnt 88 1
251177 -
251178 -       Flag showing the default phone number has been processed, which
251179 -       ends addressing routine.
251180 -
251182 -  ..
251183 - Letterhead Contact Person Entered
251184 -
251185 -
251186 - Line 1810, ref OF 7 P56F, -label mcLnD in 000009 about 50 lines below
251187 -
251188 - This code
251189 -
251190 -    macro 15
251191 -    -if @88 != 888 -goto 127e11
251192 -    immed /
251193 -    loc_cur 3 1
251194 -
251195 -       After entering the letterhead for the organization or the
251196 -       person, if a personal letterhead, the code needs to enter the
251197 -       name of the person and that person's email address.  The
251198 -       procedure is to allow the user to click anywhere in the number
251199 -       of lines for a particular person, and the code will recognized
251200 -       that as a request for the person, and get the person's name and
251201 -       email address.
251202 -       ..
251203 -       Macro 15 restores the original location where the cursor
251204 -       is located when the user executed the menu call for a
251205 -       letterhead.
251207 -        ..
251208 -       Move that line to the top of the screen so a reverse search can
251209 -       be done to find the top of this section of the record, which is
251210 -       where the contact person's name is entered.  Put the cursor on
251211 -       the same line.
251212 -
251213 -
251215 -  ..
251216 - Line 1840, ref OF 7 O25F, -label nc501 in 000009
251217 -
251218 -    -if @128 = 2 -if @77 = 8887 -goto aQd1
251219 -
251220 -       If this is a personal contact operation to load a letterhead to
251221 -       macro file 04501 for publishing SDS records on the Internet,
251222 -       using macro file 070405, jump to get the email address for the
251223 -       letterhead file.
251224 -
251226 -  ..
251227 - Line 2200, ref OF 7 C44N, -label aM_sDs_c in 000009 about 70 lines
251228 - below.
251229 -
251230 -    setgbl 115 1
251231 -    -gosub ecstring
251232 -
251233 -       Set flag processing contact person's name line or the title
251234 -       line, so the code that enters the string in the SDS record can
251235 -       remove blank fields for Home phone and Telephone, see below.
251236 -       ref SDS 0 055K
251237 -
251239 -  ..
251240 - Line 1930, ref OF 7 3348, -label nmcLn in 000009 about 20 lines below
251241 -
251242 -    -if @90 = 1128 -if @127 = 11 -goto dlgcn
251243 -
251244 -       If doc log op and launched from within contact record, cursor
251245 -       should already be on the contact line, so we can merely return
251246 -       to the contact record and get the line number.
251248 -  ..
251249 - Line 2210, ref OF 7 2984, -label dlgcn in 000009
251250 -
251251 -    ecur 33
251252 -
251253 -       Code was missing, so added this to return to contact record
251254 -       from SDS record
251255 -
251257 -  ..
251258 - Internet Email Address Processed
251259 -
251260 -
251261 - Line 2410, ref OF 7 DF6I, -label 128e2g in 000009
251262 -
251263 -    setlen 1 0
251264 -    -if @1 < 20 -goto dl4543d
251265 -    aw
251266 -    macro 1188
251267 -    -gosub ecstring
251268 -
251269 -       After finding the Internet line, verifiy it is long enough not
251270 -       to be empty.  AW jumps to the email address, read it and then
251271 -       run the code that enters this in the letterhead file -gosub
251272 -       ecstring. ref SDS 0 GP4H
251274 -     ..
251275 -    ecur 33
251276 -     -if @77 != 8887 -goto 128e2f
251277 -     e c:\sd\03\04501
251278 -     immed a
251279 -
251280 -       Return to the contact record, and if this is an operation to
251281 -       create a letterhead in file 04501 to publish SDS records on the
251282 -       Internet, then open the 04501 letterhead file, and add a line
251283 -       so the email address is separated from the letterhead to enable
251284 -       processing in 070405 to readily recognize when there is an
251285 -       email address to process.
251287 -        ..
251288 -       Actually, decided not to do this.  Contact records will always
251289 -       have both an Internet address and the name of the person to
251290 -       contact for publishing records on the Internet.  If there is no
251291 -       Internet address, then we will create a blank one.  As a result
251292 -       the top two lines in the letterhead macro 04501 will always be
251293 -       the contact name and the Internet address.
251294 -
251296 -  ..
251297 - Line 2440, ref OF 7 KP5N, -label 128e2f in 000009
251298 -
251299 -    ecur 33
251300 -    -if @128 = 2 -goto aQ01
251301 -
251302 -       Return to the contact record, and if this is a personal contact
251303 -       record, branch to next step that ends the contact process, since
251304 -       personal contact records do not have a department to process.
251305 -
251307 -  ..
251308 - Line 2590, ref OF 7 JL5G, -label aQ01 in 000009
251309 -
251310 -    -if @98 != 1143 -goto pcscc
251311 -
251312 -       If not a letter writing op started by macro file 0501, do next
251313 -       step of loading a contact.  If 98 = 1143 it is a letter op, so
251314 -       open the target file and enter a & symbol and set 94 9251 to
251315 -       tell macro file 0501 that a signature block was entered, per
251316 -       work on 021013. ref SDS 32 LS6L and ref SDS 32 RE7H
251317 -
251318 -
251320 -  ..
251321 - Line 2690, ref OF 7 6U5O, -label pcscc in 000009
251323 -  ..
251324 - This code generally is to cycle back and see if there are multiple
251325 - contacts specified for processing in either a Summary or in the
251326 - Contact record itself.
251327 -
251328 -    -if @90 = 1128 -if @128 = 2 -goto indCro1
251329 -
251330 -       If this is a doc log op for a personal contact record, then we
251331 -       got here because the From field of a document issued today is
251332 -       being processed and that required creating a letterhead in file
251333 -       04501 for publishing SDS records on the Internet.  Therefore,
251334 -       the next step is to branch and complete entering the contacts
251335 -       name in text in the doc log. ref SDS 0 P17J
251337 -     ..
251338 -    -if @47 = 2 -goto SDSpc
251339 -
251340 -       Branch to setup an SDS record for multiple entries, if
251341 -       any.
251342 -
251344 -  ..
251345 - Line 2630, ref OF 7 4037, -label DcLogP in 000009
251346 -
251347 -    Begin main doc log process...
251348 -
251349 -    setgbl 113 0
251350 -
251351 -       Reset global for letter format operation set by macro file 0501,
251352 -       reported on 021013, and evaluated above. ref SDS 0 4G7I
251354 -     ..
251355 -    setgbl 143 0
251356 -
251357 -       Profile flag for 47 to off, since the doc log opration
251358 -       doesn't need this stuff, code later does getgbl 47 143 which
251359 -       sets 47 to 0.
251361 -     ..
251362 -    savescr 6
251363 -       ..
251364 -       Save initial location to restore everything.
251366 -     ..
251367 -    ins_text /                   /
251368 -       ..
251369 -       Clear prior entries - does "contact" field also.
251370 -
251371 -    -if @89 > 106 -if @89 < 127 -goto blRdpb
251372 -
251373 -       For "To" field, clear Respond By now.
251374 -
251375 -    -goto xxtty
251376 -
251377 -    -label blRdpb
251378 -    loc_cur 0 53
251379 -    ins_text /                   /
251380 -
251381 -       Clear prior "Resond By"
251383 -     ..
251384 -    getscr 6
251385 -
251386 -       Restore the initial position.
251387 -
251389 -  ..
251390 - Letterhead File Closed for Publishing SDS Records on Internet
251391 -
251392 -
251393 - Line 2830, ref OF 7 8102, -label nCnamq in 000009
251394 -
251395 -    e c:\sd\03\04501
251396 -    top
251397 -    chrcnt 1 0
251398 -    -if @1 = 32 immed d
251399 -
251400 -       Open letterhead macro file and move to the top.  If the top
251401 -       line is blank, delete it, so the file has no blank lines.
251403 -     ..
251404 -    save
251405 -    ecur 33
251406 -    purge c:\sd\03\04501
251407 -
251408 -       Save the new letterhead, return to the contact record, and purge
251409 -       the letterhead file.  Ends the contact process, per below.
251410 -       ref SDS 0 VW5F
251411 -
251413 -  ..
251414 - Line 2850, ref OF 7 Q36I, -label noTO in 000009
251415 -
251416 -    rel_cur 0 2
251417 -
251418 -       Move cursor ahead to the field for the line number in the
251419 -       Contact record where the person is listed who was selected by
251420 -       the User in the Summary, or where the cursor was in Contact
251421 -       record when the User pressed Enter.
251422 -
251423 -    -goto aMrTn_a
251424 -
251425 -       Go open Contact record to get Contact Person ID and post
251426 -       letterhead macro 0450431, if this is is a "From" field op.
251427 -       ref SDS 0 W33F
251428 -
251430 -  ..
251431 - Doc Log Complete Post SDS Secondary Doc Log Fields
251432 -
251433 -
251434 - Line 1160, ref OF 7 UZ4I, -label aoRecrd in 000009
251435 -
251436 -     Debug test here for entire doc log process.
251438 -  ..
251439 - Line 2930, ref OF 7 Z35F, -label indCro1 and -label orgCro1 in 000009
251440 -
251441 -    top
251442 -    loc_cur 4 10
251443 -
251444 -       For personal contact records, position the cursor on the
251445 -       person's name to capture the string for entering in the doc log
251446 -       field.
251448 -     ..
251449 -    -label orgCro1
251450 -    setcnt 86 190
251451 -    setcnt 3 0
251452 -
251453 -       For both record, start the char read macro at 190, because
251454 -       something else has already been entered in the counters 180 -
251455 -       189
251456 -
251458 -  ..
251459 - Doc Log Field Formats Changed in Contact Format Records
251460 -
251461 - Today, changed the method of identifying the following fields in an
251462 - organization contact record...
251463 -
251464 -
251465 -     Dear FirstName           DL name             DepSymbol
251467 -  ..
251468 - Previously we used a bracket [DL name] and [DepSym], where not very
251469 - expressive and were confusing because no other information in a
251470 - contact record used these brackets.  Today, eliminated the brackets.
251472 -  ..
251473 - Line 3160, ref OF 7 PV6I, -label orgCro1 in 000009 about 50 lines
251474 - below.
251475 -
251476 -    loc_cur 0 70
251477 -
251478 -       Move to the DepSymbol column 70 in the contact record.  This
251479 -       field let's people refine identification of an organization by
251480 -       appending a department symbol to the ID acronym in the doc log
251481 -       field for the entire organization on line 2 of the record.  If
251482 -       this field is used, it is entered in the secondary doc log
251483 -       fields. This kind of thing occurs a lot in big organizations,
251484 -       like the government.
251486 -     ..
251487 -    macro 1361
251488 -
251489 -       Use the code for indentifying an anchor to read 6
251490 -       characters.
251492 -     ..
251493 -    setcnt 241 @1
251494 -
251495 -    -if @1 = 68 -if @2 = 101 -if @3 = 112 -if @4 = 83 setcnt 241 32
251496 -
251497 -       If the field name is still there, set it to blank, using 32 as
251498 -       the character for a space.
251500 -     ..
251501 -    setgbl 241 @1
251502 -    setgbl 242 @2
251503 -    setgbl 243 @3
251504 -
251505 -       Transfer values so we can use counters beginning with 1... for
251506 -       entering the string in the secondary doc log field.
251508 -     ..
251509 -    loc_cur 0 52
251510 -    setcnt 87 32
251511 -    macro 1182
251512 -    -if @1 = 0 -goto nooDera
251513 -
251514 -       Check DL name field to use in the secondary doc log for the
251515 -       contact person part of the organization field.  This let's the
251516 -       user create a common name like "Fred" instead of "Fredrick" that
251517 -       may be entered in the primary contact identification for the
251518 -       selected person to identify in the the doc log for writing a
251519 -       letter. Setcnt 87 32 so the character read macro 1182 will stop
251520 -       on a space, then read the string with macro 1182.  If the
251521 -       contact name field is blank, DL name is blank, then use main
251522 -       contact name.
251523 -
251524 -
251525 -
251527 -  ..
251528 - End Contact Process
251529 -
251530 -
251531 - Line 3200, ref OF 7 6Q6H, -label noTO_1 in 000009
251532 -
251533 -    ecur 33
251534 -
251535 -       Return to Contact record
251536 -
251537 -    -if @77 = 8887 -gosub nCnamq
251538 -
251539 -       If this is a doc log op that creates a letterhead for publishing
251540 -       SDS records on the Internet, then do the routine that opens
251541 -       04501 saves it, and purges it, per code below. ref SDS 0 W58G
251543 -     ..
251544 -    macro 1814
251545 -    ecur 31
251546 -    macro 1810
251547 -    purge MSG
251548 -
251549 -       Capture the contact spec, return to target file, and purge
251550 -       contact record, then purge the contact Summary file.
251551 -
251553 -  ..
251554 - Reset Counters Especially Globals
251555 -
251556 -
251557 - Line 3270, ref OF 7 2V7L, -label rStnums
251558 -
251559 -   setgbl 70 0
251560 -   setgbl 77 0
251561 -   setgbl 90 0
251562 -   setgbl 91 0
251563 -   setgbl 98 0
251564 -   setgbl 129 0
251565 -   setcnt 90 0
251566 -
251567 -       Subroutine to reset counters for next pass.
251568 -
251570 -  ..
251571 - Line 3640, ref OF 7 OS7J, -label oPenit in 000009 about 60 lines
251572 - below
251573 -
251574 -    -if @1 = 48 -if @90 = 1128 -return
251575 -
251576 -       This is the subroutine for opening a Contact record, per above,
251577 -       ref SDS 0 W33F  If the top character is a "0", then it means the
251578 -       record already exists, and if 90 = 1128, then it is a doc log
251579 -       operation, per above, ref SDS 0 5X3S, will do a return and not
251580 -       update record diagnostics, since this would duplicate the count
251581 -       when the contact record is opened again to address the letter.
251582 -
251584 -  ..
251585 - Line 4030, ref OF 7 MI4G, -label ecstring
251587 -  ..
251588 - This is generic code to open a target file and enter strings captured
251589 - from the contact record for address correspondence, creating
251590 - letterheads, and putting contact identification into the contact
251591 - section of an SDS record.
251592 -
251593 -    -if @77 != 8887 -goto n0451
251594 -
251595 -       If condition is set above to open the 04501 letterhead file when
251596 -       either the From field for an issued today document is processed,
251597 -       or the Letterhead option is selected from the Contact menu, per
251598 -       above. ref SDS 0 HC6F
251600 -     ..
251601 -    e c:\sd\03\04501
251602 -
251603 -       Open letterhead macro file and setup once.  This file is only
251604 -       used by 070405 to develop a letterhead for publishing SDS
251605 -       records.
251607 -     ..
251608 -    setcnt 47 1
251609 -
251610 -       This lets us kickout for sure per below
251612 -     ..
251613 -    -if @60 = 999 -goto n0451
251614 -    macro 301
251615 -    setcnt 60 999
251616 -    macro 14
251617 -
251618 -       This is a simple switch to open 04501 once and empty it, start
251619 -       with a blank line, and mark the top of the file to come back
251620 -       and load an email address.
251621 -
251622 -    -label n0451
251623 -    -if @60 != 999 ecur 31
251624 -
251625 -       If this is not a letterhead op for 4501, then open the target
251626 -       file for entering contact information.
251628 -  ..
251629 - Line 4060, ref OF 7 4T6O, -label n0451 in 000009
251630 -
251631 -    immed a
251632 -    addcnt 114 1
251633 -    up
251634 -    loc_cur 0 1
251635 -
251636 -        Create a line for the string; count them - think this is used
251637 -        by the code the later enters the contact ID string in SDS
251638 -        records on column 171, make sure cursor is on column 1.
251639 -
251640 -    -if @47 = 2 -gosub conF2
251641 -
251642 -       Create the SDS line number format for entering a Contact in an
251643 -       SDS record contact field.
251645 -     ..
251646 -    macro 1189
251647 -       ..
251648 -       Enter the string.
251649 -
251650 -    -if @47 = 1 -return
251651 -
251652 -       If not SDS it is over.
251654 -     ..
251655 -    getgbl 115 115
251656 -    -if @115 = 0 -return
251657 -
251658 -       Flag for processing person's name in a Contact record, and if
251659 -       not doing that task, then return.
251661 -  ..
251662 - Line 4090, ref OF 7 E59O, -label n0451 in 000009 about 40 lines
251663 - below.
251664 -
251665 -    eol
251666 -    z 10 80
251667 -    fl /\Home/
251668 -    fl /=Tele/
251669 -    macro 641
251670 -    of 0
251671 -
251672 -       Look for blank fields identified when the field name is found in
251673 -       the string, and delete these strings so they are no entered in
251674 -       the SDS record Contact field.  Flag is set in code processing
251675 -       contact name field. ref SDS 0 Y67M
251676 -
251677 -
251678 -
251679 -
251681 -  ..
251682 - Delete Code in 000009
251683 -
251684 - As a result of this new procedure, ref SDS 0 MR3M, we can eliminate
251685 - most of the following...
251687 -  ..
251688 - Line 1670, ref OF 7 3412, -label cName in 000009
251689 -
251690 -    getgbl 129 129
251691 -
251692 -       Global 129 is captured in 047041 line 100.
251693 -
251694 -    -if @91 = 1129 -if @129 = 73 @c:\sd\03\000901
251695 -
251696 -       For Doc log operation...
251698 -        ..
251699 -       Post return address, if this is a "From" field and "Issued"
251701 -  ..
251702 - Revise this code today.
251703 -
251704 -       Instead of launching 000901, ref OF 1 XC5O, will try to
251705 -       eliminate this entirely and simply enter a letterhead for the
251706 -       contact specified.
251708 -  ..
251709 - Line 1710, ref OF 7 5937, -entry 1821 in 000009
251710 -
251711 -       This is only a few lines, but seems to support 000901 for
251712 -       processing the letterhead macro 0450431, and so can be deleted.
251713 -
251714 -    -label nmoPH
251715 -
251716 -       This label seems to be needed so do not delete beginning here.
251717 -
251719 -  ..
251720 - Line 2860, ref OF 7 6016, -label DcLog in 000009
251721 -
251722 -       This code seems to end doc log posting op.
251723 -
251724 -    -if @88 = 888 -goto l45431k
251725 -
251726 -       This goes to an 0450431 op that is no longer needed. ref SDS 0
251727 -       PSSU
251728 -
251729 -    -if @67 = 0 -goto nemailA
251730 -
251731 -       This goes to an 0450431 op that is no longer needed.
251733 -  ..
251734 - Line 2910, ref OF 7 2699, -label l45431k in 000009
251735 -
251736 -    @c:\sd\03\000901 #2
251737 -
251738 -       This runs an op for the 0450431 process that is being
251739 -       discontinued.
251740 -
251742 -  ..
251743 - Line 2970, ref OF 7 5627, -label nemailA in 000009
251744 -
251745 -       Generally, this entire section of code can be deleted.
251746 -
251747 -    setcnt 93 1
251748 -    -gosub l45431n
251749 -       ..
251750 -       This -gosub is not needed, but the routine itself is
251751 -       needed because it merely taps into existing code based on
251752 -       counter 91 1 So, wherever 91 = 1, this looks like code that can
251753 -       be removed.
251755 -     ..
251756 -    -gosub l45431G
251757 -
251758 -       This op is no longer needed to support complimentary close for
251759 -       0450431. ref SDS 0 XU5K
251760 -
251762 -  ..
251763 - Line 3080, ref OF 7 8083, -label stvBl in 000009
251764 -
251765 -    We seem to need part of this.
251766 -
251767 -    This code seems to complete the doc log op by entering the line
251768 -    number in the Contact record for the person, if an organization
251769 -    contact, and then then getting the names at the top of the record
251770 -    for entering the doc log field names for the organization and the
251771 -    person.
251772 -
251774 -  ..
251775 - Line 3450, ref OF 7 NK6I, -label FrErr in 000009
251776 -
251777 -    This provides ability to correct the record when an error occurs.
251778 -    The only error that seems to occur is that we are trying to load a
251779 -    letterhead from line 001601 that is blank. I don't think this is
251780 -    needed anymore, because the code change on 021013 now uses the
251781 -    default address, if the letterhead field is blank.
251782 -
251784 -  ..
251785 - Line 4280, ref OF 7 5U8K, -label l45431G
251786 -
251787 -    e c:\sd\03\0450431
251788 -
251789 -       Opens 0450431 to post letterhead information; not needed any
251790 -       longer.
251791 -
251792 -
251793 -
251794 -
251795 -
251796 -
2518 -

SUBJECTS
Organization New Record Template
Individual New Record Template
Add or Delete CNS record, 910316, (see also
Add New Record, Macro 1301
Address Primary 0001 Line

3007 -
300801 -  ..
300802 - 021   Individual Contact Record Template updated
300803 - 022   Organization Contact Record Template updated
300804 -
300805 - Follow up ref SDS 26 5100.
300806 -
300807 - When a new contact record is created the record number is drawn from
300808 - the following files....
300809 -
300810 -    h: sd 09 02 00000 00............. Orgnz record number inventory
300812 -     ..
300813 -    h: sd 09 03 00000 00............. Indiv record number inventory
300815 -  ..
300816 - The following files are used for templates to create new records;
300817 - these are modified today so they reflect the new field structure
300818 - explained above.
300819 -
300820 -      h: sd 09 01 021  Individual Contact Record, ref OF 9 0000
300821 -      h: sd 09 01 022  Organization Contact Record, ref OF 10 0000
300823 -  ..
300824 - Background on the format for contact records is reported on 930417.
300825 - ref SDS 9 JE7K
300827 -  ..
300828 - When a new contact is created, these files provide a format to assist
300829 - the User in filling out the form.  Today changed the primary (default)
300830 - address field, shown in the record on 980601, ref SDS 26 3571, from 4
300831 - columns....
300832 -
300833 -
300834 -                  0001      Name
300835 -                  000101    Subname
300836 -                  0002      Street
300837 -                  000201    PO Box
300838 -                  0003      City,                 State  Zip
300839 -                  000301    Country
300840 -
300842 -  ..
300843 - ....to now use 6 columns, so the process of reading the address is
300844 - common to both systems.  The old format required users to be careful
300845 - about using line sublevels so that city, state and zip always wind up
300846 - on line 0003.
300848 -  ..
300849 - Now, 0001 is a field identification line with "Address" field
300850 - description indented two columns, so the code can continue using the
300851 - old format until everything is switched over.
300852 -
300853 -                  0001        Address
300854 -                  000101    Name
300855 -                  000102    Subname
300856 -                  000103    Street
300857 -                  000104    PO Box
300858 -                  000105    City, State  Zip
300859 -                  000106    Country
300860 -                  000107
300861 -                  000108
300862 -
300864 -  ..
300865 - As shown on the example above (see line 000105) changed system of
300866 - putting the state and zip on line 0003 and split off into a separate
300867 - field, explained on 980601. ref SDS 26 3571  Today, eliminated
300868 - separate field for state and zip, and eliminated need for using 0003.
300869 - Now the a blank at the bottom of the address identifies the end of the
300870 - field.  The code will continue supporting the old format, but the new
300871 - record format and Help now apply the new format.
300872 -
300874 -  ..
300875 - Doc Log Field Formats Changed in Contact Format Records
300876 -
300877 - Today, changed the method of identifying the following fields in an
300878 - organization contact record...
300879 -
300880 -
300881 -     Dear FirstName           DL name             DepSymbol
300883 -  ..
300884 - Line 3110, ref OF 7 PV6I, -label orgCro1 in 000009 about 50 lines
300885 - below.
300886 -
300887 -    loc_cur 0 70
300888 -
300889 -       Move to the DepSymbol column 70 in the contact record to see if
300890 -       a symbol string has been entered to refine identification of the
300891 -       organization using the doc log ID string.  This field is
300892 -       appended to the field at the top of the record that identifies
300893 -       the organization for making an entry in the organization field
300894 -       of the secondary doc log field.  This kind of thing occurs a lot
300895 -       in big organizations, like the government.
300897 -     ..
300898 -    macro 1361
300899 -
300900 -       Use the code for indentifying an anchor to read 6
300901 -       characters.
300902 -
300903 -    -if @1 = 68 -if @2 = 101 -if @3 = 112 -if @4 = 83 setcnt 241 32
300904 -
300905 -       If the field name is still there, set it to blank.
300907 -     ..
300908 -    setgbl 241 @1
300909 -    setgbl 242 @2
300910 -    setgbl 243 @3
300911 -
300912 -       Transfer values so we can use counters beginning with 1... for
300913 -       a future step.
300915 -     ..
300916 -    loc_cur 0 52
300917 -    macro 1361
300918 -    -if @1 = 32 -goto nooDera
300919 -
300920 -       Check DL name field to use in the secondary contact field for
300921 -       the second part of the organization.  If DL name is blank, then
300922 -       use main contact name.  This let's the user create a common name
300923 -       like "Fred" instead of "Fredrick" for the doc log.
300924 -
300925 -
300926 -
300927 -
300928 -
3010 -

SUBJECTS
CNS

3103 -
310401 -  ..
310402 - 10 52   Updated Help for Contact Summaries
310403 -
310404 - Follow up ref SDS 26 1257.
310405 -
310406 - As a result of changes to distinguish between first and last names in
310407 - the Contact Summaries, see, ref SDS 26 1770 and ref SDS 0 3440, need
310408 - to explain in Help for the Contact Summary how "Enter" works.
310409 -
310410 -     h: sd 05 10 53   Help for Contact Organizations, ref OF 16 0000
310411 -     h: sd 05 10 54   Help for Contact Individuals, ref OF 17 0000
310412 -
310413 -
310414 -
310415 -
310416 -
310417 -
310418 -
310419 -
310420 -
310421 -
310422 -
3105 -