CONTACTS 

SUBJECTS
Updated Software version

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Since Aug 28, 1995, the changes shown above on lines 030107 to 030116,
040502 - plus other collateral corrections, have been made to SDS since 950828,
040503 - per ref SDS 1 line 47,
040504 -
040505 -     [Includes corrections through 951218, per ref SDS 4 line 44.]
040506 -
040507 -
040508 - Please install the enclosed update files, as soon as possible to avoid
040509 - the problems corrected by the updated program.
040510 -
040511 -
040512 -
0406 -
0407 -
0408 - Installation
0409 -
040901 - Put the disk in the 3.5 port and enter at the DOS prompt:
040902 -
040903 -            C>a:    <Enter>
040904 -
040905 -            A>install   <Enter>    assuming a: is the 3.5 port
040906 -
040907 -
0410 -
0411 -
0412 - Changes & Improvements
0413 -
041301 - This update corrects and improves SDS functionality so it is easier to
041302 - use and more powerful.
041303 -
041304 -     Please continue to let me know of difficulties you encounter using
041305 -     the program.  I am interested in hearing about the features you
041306 -     find helpful and things you would like the program to do.
041307 -
041308 -     Often SDS already does things you want, but it is difficult to
041309 -     discover them in the menus and Help.  Just let me know.
041310 -
041311 -
041312 -
041313 -  ..
041313 - General
041314 -
041315 - The Action Item system is improved.  Two new summarizing options are
041316 - added for SDS records.  Reports can now can include the current date.
041317 - Formerly reports could only include up to "yesterday." The main menu
041318 - for SDS records is changed slightly to reflect these new features.  No
041319 - changes in the way you use the program are needed.  You need to
041320 - explore a bit to get used to the new SDS record menu.
041321 -
041322 - See also the explanation from 951209 at ref SDS 2 line 45.
041323 -
041324 -
041325 -  ..
041325 - SDS Records - Opening
041326 -
041327 - When SDS records are opened, they now start with the first narrative
041328 - field at the top of the screen, rather than the Reference field, since
041329 - typically the point of interest is what is reported, ref SDS 12 line
041330 - 233.
041331 -
041332 - If an SDS record is called from another SDS record or from the
041333 - Schedule, and it is already open, the positon of the record will
041334 - remain, rather than start at the top of the record, ref SDS 12 line
041335 - 244.
041336 -
041337 -
041338 -
041339 - SDS Records
041340 -
041341 -  ..
041341 - Highlighting - Alt F10
041342 -
041343 - This works the same way by scrolling through a series of colors,
041344 - except a 5th color has been added, ref SDS 11 line 290. The new scheme
041345 - is:
041346 -
041347 -   *  f  Pending Action Item and Automatic Follow Up to SAA record
041348 -      h  Highlight only
041349 -      j  Headline
041350 -   *  k  Pending Action Item
041351 -      m  Completed Action Item
041352 -
041353 -
041354 - The highlight colors are the same for archived and current SDS
041355 - records, ref SDS 11 line 72 and ref SDS 11 line 246.  This may seem a
041356 - little distracting at first, but it does not reduce functionality.
041357 -
041358 - Note that both f and k are Pending Action Items.  This lets you
041359 - designate something to show up in an Action Item report and not be
041360 - included in the SAA list, ref SDS 14 line 156. The SAA is mainly for
041361 - personal tasks.
041362 -
041363 -
041364 -
041365 -  ..
041365 - Action Items
041366 -
041367 - This works the same way for identifying Action Items with Alt F10,
041368 - except now the 4th and a new 5th colors are for Pending and Completed
041369 - Action Items, ref SDS 14 line 156.
041370 -
041371 - To identify an Action Item press Alt F10 on a narrative text line.
041372 -
041373 - Reports on Action Items are easier than before.
041374 -
041375 -    Open a Subject report and press F1, or click on the new menu option
041376 -
041377 -                        "Action Items, Pending"
041378 -
041379 -    You can click on "Pending" to scroll to other choices for "All" or
041380 -    "Complete."
041381 -
041382 -         ..
041382 -        "Special" Control Field
041383 -        -----------------------
041384 -        When you use F2 to save a record, it will now automatically
041385 -        post the "Special" control field according to whether there are
041386 -        any Pending or Completed Action Items in the record segment.
041387 -
041388 -        See also the explanation at ref SDS 2 line 143.
041389 -
041390 - Help in SDS records under "Manage" explains how to use the Action Item
041391 - system.  It is also explained in the record at ref SDS 2 line 45.
041392 -
041393 - Call if you need help using the Action Item feature.
041394 -
041395 -
041396 -
041397 -  ..
041397 - SDS Record Menu
041398 -
041399 - In SDS records, the "Records" menu has been replaced by "Manage". ref
041400 - SDS 12 line 75.  A "Diary" menu has been added, ref SDS 11 line 361.
041401 - These changes make the SDS record menu more closely resemble the
041402 - Schedule menu.  Help in the menus explains the new features.  Here is
041403 - an overview:
041404 -
041405 -     ..
041405 -    Manage Menu
041406 -
041407 -    The Manage menu has two new functions:
041408 -
041409 -                         Headlines
041410 -                         Follow Up Links
041411 -
041412 -    Clicking on Headlines in the "Manage" menu assembles a separate
041413 -    list of underlined headings, such as appear in this record, and/or
041414 -    any lines with the "j" highlight flag, ref SDS 13 line 43.
041415 -
041416 -    Clicking on "Follow Up Links" assembles a file that lists only
041417 -    lines with a bracket symbol "[" because this signifies a forward
041418 -    link.  If you use the [ for something other than forward links, it
041419 -    will appear in the report.
041420 -
041421 -    Like Action Items and Subject lists explained in the 950828 update,
041422 -    ref SDS 1 line 180, in the lists of Headlines and Forward Links,
041423 -    you can double click on items in the lists to go to that part of
041424 -    the SDS record.
041425 -
041426 -    These features facilitate using large records, such as a report on
041427 -    a project meeting or other event that has a lot of communication
041428 -    and analysis.  They are of minimal value on small records, except
041429 -    for the Action Item feature, which permits assembling reports over
041430 -    long time spans, e.g., days, weeks, months, years.
041431 -
041432 -
041433 -     ..
041433 -    Diary Menu
041434 -
041435 -    This is separated from what prevsiously was:
041436 -
041437 -                         Diary/Reports
041438 -
041439 -    The "Reports" menu has most of what used to be in "Diary/Reports",
041440 -    ref SDS 11 line 173.
041441 -
041442 -    The new Diary menu has the feature to update the global pointer
041443 -    data base, which you should be doing at least once a day.  This
041444 -    menu option is called:
041445 -
041446 -
041447 -                        Update Database
041448 -
041449 -
041450 -          ..
041450 -         Long Reports
041451 -
041452 -         You need to run this to update the global pointers once a day
041453 -         so it is up to date for doing reports on subjects, functions,
041454 -         contacts, or files, for more than 3 months.  Those who are not
041455 -         using OS2 probably have to run this separately from a DOS
041456 -         prompt by calling:
041457 -
041458 -                             C>251
041459 -
041460 -            ...otherwise there is not enough RAM to get it done under
041461 -            Windows or from DOS.
041462 -
041463 -
041464 -     ..
041464 -    Schedule/Diary
041465 -
041466 -    You can click on "Schedule" or "Diary" in an SDS record, where it
041467 -    says "Schedule/Diary" in the top right corner following "Quit=ESC,"
041468 -    to open your Schedule or get the automatic diary for the past 15
041469 -    days, ref SDS 12 line 98.
041470 -
041471 -    You can still use Ctrl F6 to scroll back to the Schedule.  Click on
041472 -    "Schedule" if you close it and need to open it again.
041473 -
041474 -         ..
041474 -        Note
041475 -        ----
041476 -        Typically you should never close the Schedule during an SDS
041477 -        session, until you close the entire program, since it is the
041478 -        "control center" from which the other features eminate.
041479 -
041480 -    You can still use F1 F2 in an SDS record to get the Automatic
041481 -    Diary, and you can still open the SDS record menu and click on
041482 -    Diary to get the Dairy. These new features give you more ways to do
041483 -    things that are done often in SDS.
041484 -
041485 -
041486 -
041487 -  ..
041487 - Contact Records
041488 - Addressing Correspondence
041489 -
041490 - There are two new fields the program will now investigate to address
041491 - correspondence, ref SDS 7 line 44, if you need them:
041492 -
041493 -    1.  Beneath "Department name" on the "0100" line you can enter a
041494 -        secondary component of the Department name, such as a Building.
041495 -
041496 -        Formerly this line was only for entering a description of the
041497 -        Department that was informational and did not show up in the
041498 -        address.  Now you include this in the address.  Any description
041499 -        you may wish to provide about a Department can be entered at
041500 -        the next level on "010000".
041501 -
041502 -    2.  Beneath the contact person's name on line "010102" you can
041503 -        enter an "Other Location Identifier" such as a cubical number
041504 -        or other designation, if necessary for the address.
041505 -
041506 - These new formats are shown in the Help format for Contact records
041507 - which you can get by opening any contact record and pressing Ctrl F10,
041508 - then press Enter to go to the record format.
041509 -
041510 - You don't need to change any of your existing Contact records, but can
041511 - update them if the need arises.
041512 -
041513 -
0416 -