PSI-TACT

PSIon-ConTACT



Installation:
If you have read the Readme.1st file you should now be aware of Macsys
and understand why there are macro files in this zip. It is NOT
necessary to install the Macro application or any of my Macro's. into
the Macro file. Psi-Tact has in built code to find the macro's as long
as they are in the correct directories, they will work as long as
Psi-Tact detects the presence of the Macro app. (This can be on any
disc.) For manual installation place the following into their
appropriate directories.
Readme.1st into \wrd
Psitact.opa into \app
Psitact.rsc into \opd (Help File)
Psitact.txt into \txt  (This file)
Orange.sco into \sco
Copyit.opo into \opo
Fillagn.mco into m:\macro\mco
Runagn.mco into m:\macro\mco
Find.mco into m:\macro\mco
Findagn.mco into m:\macro\mco
Sendcon.mco into m:\macro\mco
Route.mco into m:\macro\mco
JbSortB.img into m:\app

Getting Started:
Return to the system screen and install Psitact.opa, in the usual
manner. (Psion I and left or right arrow till you find Psitact.opa,
and then press enter.)

Once installed enter Psitact. You will be presented with a dialog to
complete, it is essential for you to select the Agenda file that you
wish Psitact to work from.

Once completed Press Enter.
You are now in PSI-TACT. 
You can press Help at any stage for full in depth help files.
My
advice now, is to press Menu and just scan through the menu options
familiarising yourself with all of the options.
Menus:

Files: 

New File:
Psi-Tact is a type two application, which means that it uses
can use different configuration files, you have already inadvertently
created
one as soon as you entered the program. Each differently name database
creates a matching configuration file in the \opd. 
The first menu option is New
File, this will create and open a new database file, closing down
the one you were just using. As it is a type 2 app, it also means you
can only have one file running at a time.

Open File:
Opens other database files, closing down the existing file.

Merge In:
This option will allow you to merge in existing databases
into Psi-Tact files.
This uses a separate opo called "Copyit", if disc space is tight then
after you have merged in you can delete this opo file. The program
will still operate perfectly well without it, obviously you will not
be able to merge in any other files.
(The same applies to the Help file, if you do not need it then delete
it. Filename Psitact.rsc)

Sort File:
This procedure is supplied freely by John Boyce. Many
thanks go to John for all his help. 
The Sort procedure uses the file
JBsortB.img which should be kept in the app directory. If you do not
wish to sort your files you can delete this file, having said that,
Psi-Tact operates in such a way that it updates your database files
regularly and sorting is necessary.

Open Expansion:
Each Contact can be expanded, therefore attaching
another database to a contact. Expanded files are not visible from the
system screen.

Change Expansion:
This option will allow you to alter the file that
has been selected as an expanded file for a certain contact.

Upper Level:
You can return from an Expanded file to it's parent file
by selecting this. The first time you use this function you will be
presented with a dialog asking you to select the Upper File. From then
on the process will be automatic. 

Change Upper Level:
Allows you to change the Upper Level file.

Contacts:
These options should all be self explanatory.

Add:
Adds a Contact to the file

Update:
Updates a Contact

Find:
Enter search string to find.

Delete:
Deletes a Contact

Jump:
Each Contact is numbered, this will jump to a certain number if
you so wish.

Find by Field:
Finding is limited to certain fields and can be case
dependent. Handy for quicker searching.

Find In Data:
This uses a Macro to present a dialog for you to insert
some text to find in any Data file. By default the dialog brings the
current Contacts  name, but you can write over it if you wish.

Send Contact:
I have added this function for those people who
constantly update their database files. If you wish to run Psi-Tact as
well as a normal database, when it comes to updating the files just
update Psi-Tact then use this option to send the relevant information
to your database.

Create:

E-Mail:
If you have an E-mail address for a Contact, select this and
it will bring the address into a dialog, enter a Subject, you must
then chose which program to write the e-mail to, either ReadCiX or
ReadCiS, press enter and write your message. When you have finished
just exit in the usual way (Psion x) and you will be returned to
PsiTact, the mail will be ready to be sent next time you go on line.
Ameol users should use the ReadCiX option and then cut and paste the
file \cix\reply.txt.
For the ReadCiS option Readcis.opa must be in \app\readcis.
Also a point to note, remember only one outgoing mail can be sent with
the unregistered version of ReadCiS. This program does not overcome or
does not attempt to overcome this situation. Please register ReadCiS
to receive the full benefit of this function.
(Many thanks goes to John Boyce, once again, for the code necessary to
convert the written mail into the correct format.)

Letter:
You will be presented with a dialog for the name of the letter
and a small piece of text to start the letter with. Also the name of
the current contact will be brought into the dialog to alter if you so
wish. 
On pressing enter the letter will be created, bringing the
Contacts name and address and inserting them into the letter, along
with your name at the foot of the letter providing you have completed
the dialog in the User Set up.
The first three letters for the Contact will be recorded
and can easily be viewed from the View Letter menu option.

Note:
Enables you to create Notes for a certain Contact. (Uses Word
application.) The Note will automatically have the date and the
current time inserted.
The first four notes for the Contact will be
recorded
and can easily be viewed from the View Note menu option. Once you have
created your first note for that Contact, you will see that there is
on screen reminder of the note. 
There are other menu options to view and delete old Notes.

Fax:
This option will open Psion 3 Fax files.

Orange SMS:
This will run a Comms script enabling you to send a text
message to any Orange User via Orange's Message Direct Service. This
will only work when the modem is detected.

Agenda Entry:
Uses a macsys macro to make an appointment in your
chosen
Agenda file. On selection, will pop up a dialog bringing the contacts
name. You can select which view you would like to write to plus, you
have a choice of timed and untimed entries.
A timed entry
will stop in Agenda and allow you to insert the time, an untimed entry
will open your Agenda insert the text, then it will offer a dialog of
whether or not you wish to close your agenda file.
I have added a few
bits of text that can be written to the Agenda, or you can select
Nothing and just insert your own text. Some of my options will work
with your edited text whereas others will not. For example if you
select Optician and write something in on the lower line, the text on
the lower line will be ignored, whereas if you chose Ring and then add
Tony on the lower line, then "Ring Tony" will be added to your
Agenda.
You can opt for no text to be written to the file if you wish.


Link Spreadsheet:
This will allow you to actually link a spreadsheet
file to a certain contact. Use "Spreadsheet" to run the linked
spreadsheet.


View:

Agenda:
This will open or run your Agenda file.

Note: 
Select a Note file for viewing and editing.

Letter:
Opens Letters for viewing and editing.

Database: 
Opens any Psion standard database.

Spreadsheet:
Each Contact within each file can be linked to a
spreadsheet file, using the "Link Spreadsheet" option. This option
will open the linked spreadsheet file.

Contacts Town:
This will pop up a dialog with the current contacts
town,
on pressing enter it will run Microsofts Autoroute application and
search for the town. In order for this function to work correctly the
"Calculate dialog", in Autoroute, on start up must be disabled.

Special:

User:
Edit your personal information, also allows you to change your
Agenda file.

Toggle Zoom:
Swaps between ten available font levels.

Set Preferences:
This option pops up another menu with four options.
1. Default View:
This option will allow you to set two extra start up
defaults. These are Labels Hide or Show plus initial start up screen. 

2. Edit Labels:
This option will allow you to edit the two labels that
Psi-Tact does not use in screen one, plus the two in screen two plus
all of the labels in screen 3. 
The other labels can not be edited as they are used by Psi-Tacts
functions.

3. This will allow you to set a font via its name
and set a
Status
window setting. (Settings altered with Psion z and Control-Menu will
be kept on exit.) Also in this dialog is the Sound dialling
configuration. Use this to alter the dial tone, delay and pause time.
(Please note Status Window can only be changed by Registered Users)

4. This option allows you to set which fields you would like to see in
screen five.

Exit:
Exits program.


System:

Register:
I was originally going to make several options restricted to
unregistered users. But (on advice) decided against the idea and
therefore just made two functions unavailable plus nag screens. 
Please Register to remove the nag screens.
Registering promotes shareware and will encourage me to update this
program. All updates will be free of charge to registered users.
Please send œ15.00 to:
Tony Crocker
10, Doyle Close
Drummond Park
Erith
Kent
DA8 3QT
Or register via Compuserve SWREG No: 14602.
(N.B I do not guarantee to update this program at all, but crossing my
palm with silver will help :-))  )
Please be aware that several functions will only work with Macsys and
the ReadCiS E-mail procedure will only work with ReadCiS, please
bear this in mind before you send me any money. I do not give refunds.

Expand:
Each Contact is expandable into another file, this will offer
a dialog to create the expanded file. Use "Open Expansion" to run the
expanded file. 

Set Reminder:
This will allow you to set an alarm to remind you of a
certain event.

Check Agenda Entries:
This function is unavailable to Unregistered
Users.
This again use Macsys to check for your appointments. There are two
options:
1. Check for a Psi-Tact created appointment
2. Check for your own
appointment.
Psi-Tact appointments have the symbol ~ in front of them. No text will
be searched for when using this option. If you opt for your own
appointment then you should enter some text on the "Find" line in the
dialog. 
You also have the option whether to search the whole agenda or from
the current day. This procedure is much faster if you leave your
Agenda file open.

Delete Note:
Delete's any of the Notes that have been created. 

Delete Letter:
As for Notes above, except uses Letter files.


Extra's:
Psion-Help:
Brings Contacts phones numbers for dialling. On the Psion
3a
this option will detect the present of a modem and dial through the
modem. Offers a Call List on completion. Call List has three options:
1. New Note. On selection the Note dialog
will appear, enabling you to log details of the call to a note.
2.
Open Note. On selection the View Existing Note dialog will appear,
enabling you to log details of the call to an existing Note.
3. Time Call. Will time the call for
you. If chosen a further dialog will appear. Press Escape or Enter to
start the timer. On finishing the call, press S to stop the timer,
you will then be able to log the call to the Note's if you wish. (The
duration of the call is not logged to the new Note.)
Pressing P while
the timer is running will pause
the timer. Once pressed you can re-start the timer or re-set it.


Control-Menu:
Remove or return the status window.
(Registered Users Only)

Help:
Full in depth Psion Help file.

Tab:
Pops up date dialog, pressing tab again will pop up a calendar,
on date selection will jump to that date in your Agenda. You can also
choose which view you would like to go into. (Only works
with macsys.)

Moving Files:
Psi-Tact will work perfectly well if you wish to move files to other
discs. But the small macro's must stay on the same drive as
Psitact.opa,
the JbSortB.img file for sorting and the
Orange.sco must be on the M drive. 
If you move files and then
experience errors please
report them to me at once.

Please report any bugs or comments to:
tsteven@cix.compulink.co.uk
or
100676.2664@compuserve.com

P.S This is my first fully released shareware application, go easy on
me. :-))

Thanks again.
Tony Crocker

WARNING!!
As PSI-TACT uses standard database files it is possible to open data
files in the \dat, by using TAB from the Open File menu option. My
advice is to merge in the data file that is in the \dat into the \ctc
that PSI-TACT uses, using the supplied Copyit.opo file. That way you
will not corrupt or alter your existing data files. If you do open the
data files that are in \dat, BE WARNED if you try to link or expand
the contacts, the data record will be written to. PSI-TACT will
overwrite any information that is currently held in the 14th to 30th
fields. 
I take no RESPONSIBILITY for LOSS of DATA or malfunction caused whilst
using PSI-TACT, whether registered or not. 
!!USE AT YOUR OWN RISK!! 

CREDITS:
Thanks to Chris Farrow (cxf@cix) for all his help, no doubt I have
tried his patience once or twice.
Thanks to John Boyce (Jbsoft) for the code for converting word files
to a format suitable for ReadCiX and ReadCiS as well as the code for
the sort routine.
Thanks to Tom Dolbilin (72730.1176@compuserve.com) for the most
excellent Macsys. 
Thanks to David Keppler for allowing me to use some of his work for
the E-Mail procedure.
Thanks to my ALPHA TESTER:
David Griffiths (dagriffiths@cix). Whose
help was invaluable in the shaping of Psi-Tact into the program it is.
(Blame him, not me!)
And finally thanks to my BETA TESTER
Ted Jones
(tj@cix)