PSI-TACT (SIENA)

PSIon-ConTACT (SIENA)


Categories:

Here is a complete list of categories in the following file. I have
put this in because if you are anything like me you will hate reading
large word files and just wish to do a find on the part that you want
to know about. When doing a find include the quotes around the word.


 "Installation"
 "Getting Started"
 "Overview"
 "Menu's"
 "Moving Files"
 "Registration"
 "Extra's"
 "Warning"
 "Mail Me"
 "Credits"
 
All of the Menu functions have been explained. If you wish to find out
about a particular function then do a find on what ever the menu title
says in the Psi-Tact-Siena screen.

"Installation"
For manual installation place the following into their
appropriate directories. (If any of the following files are missing,
then please report it to me stating when and where you got the zip
file from.)



 Psisiena.opa into \app 
 JbSortB.img into m:\app
 Agend.dbf into m:\dat
 Psisiena.rsc into \opd (Non-Essential Help File)

For Automatic installation just unzip the complete file into the Root
Directory on your Psion. 

"Getting Started"

Return to the system screen and install Psisiena.opa, in the usual
manner. (Psion I and left or right arrow till you find Psisiena.opa,
and then press enter.)
Once installed enter Psitact-Siena. You will be presented with a
dialog to
complete, it is essential for you to select the Agenda file that you
wish Psitact-Siena to work from. Once completed Press Enter.
You are now in PSI-TACT-SIENA. 
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.

"Overview"
Psi-Tact was initially designed with two ideas in mind. Firstly a
Psion Management program and secondly a Contact Management program. 
It was never meant to be one or the other, it has and always will be
my opinion that the software already on the Psion is the very best
available. The only thing missing was some way to tie them altogether.
It was with this in mind that I created Psi-Tact-Siena, it enables
users to
create databases of contacts and at a touch create an Agenda entry
pertaining to a contact, it can search Agenda or Data for contacts or
entries. It is Agenda that controls the Contact Management part
however it is Psi-Tact-Siena which searches your Agenda.

If you have any ideas for improvements or enhancements please mail me
at one of the addresses below. I am always willing to make
improvements.


"Views:"

Psi-Tact-Siena has two main views, Normal and List view, these are
toggled
by the diamond button. 
In Normal view, using the down arrow key you can scroll down the
contacts fields of information. As soon as you press the down arrow
key a small arrow will appear, this arrow represents the cursor
position. Whilst visible this field position will be "Active". This
means that when the arrow appears, if you select an option that brings
contact information into a dialog it will bring the information that
is next to the "Active" cursor. This also applies to the "Edit Entry",
therefore by positioning the cursor next to a field it is possible to
edit just that field.
In List view, pressing the down arrow key will scroll down the list of
Contacts in the database. The current contact will be the contact next
to the active cursor. If there is no cursor shown the current contact
will be the contact at the top of the list.

"Menu's"

Files Menu:

 New File:
Psi-Tact-Siena is a type three application, it uses different
configuration
files, you have already inadvertently created one as soon as you
entered the program. Psi-Tact-Siena supports multiple files, which
means
you can have more than one open at any time. Each differently named
database creates  matching configuration files in the \opd and the
\ctc\set. The first menu option is New File, this will create and open
a new database file, closing down the one you were just using.

 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-Siena files. Unfortunately at this stage there is no way for
Psi-Tact-Siena to read the labels of any databases that you are
merging
from. 
(P.S Anybody who shows me how to do read the labels and bring them
into this dialog will qualify for a free registration of
Psi-Tact-Siena)

 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 on the Internal drive. 
 
 Export File:
Exports Contacts to Word or Text files.
Options include:
Export all Contacts, Current Contact or Tagged Contacts. To tag a
contact press "+" when the contact you wish to tag is visible. You can
also choose which fields you wish to export.
This function can be used if you wish to copy your Psi-Tact-Siena
databases
into the Data application. 
However to do this you must first export to Word and then go into Data
and use "Merge" to merge the word file into the Data file.

 Delete Link:
This will remove any spreadsheet link. It will NOT delete the actual
spreadsheet.

 Exit:
Exits program.

Search Menu

 Find:
Enter search string to find.

 Find Next:
Finds the next contact from the given search string.

 Find Previous:
Finds the previous contact from the search string.

 Jump to entry:
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. Using the preferences option it is possible to
set which fields you would like this function to work from. This
function is restricted to searching only 14 fields. Unfortunately
there is no way this can be changed. 

 Find In Data:
This presents a dialog for you to insert some text to find in any Data
file. By default the dialog brings the current Contacts  name or the
information that is next to the "Active" cursor, but you can write
over it if you wish. It is important to make sure that the "Sort
dialog" (in the Data Application) is dis-abled before
using this function.

 Find in Agenda:

This option has four basic find options.
1. Search for the text that you have entered in the first field of the
database. Which was initially the "Name" of the contact.
2.  Search for the text that you have entered in the second field of
the database. Which was initially the "Company" for the contact.
3. Check for a Psi-Tact-Siena created appointment
Psi-Tact-Siena appointments have the symbol ~ in front of them.
4. Check for your own text.
If you opt for "Edit own"  a further dialog will appear where you can 
enter some text to find. You have the option whether to search the
whole agenda or from the current day, plus you can search in different
views. This procedure is much faster if you leave your Agenda file
open.

None of the above four options will be available if the cursor is
"Active" on the screen whilst in the Normal View. Instead you will see
the information that is displayed next to the cursor. 

Create Menu
 Add:
Adds a Contact to the file

 Edit:
Updates a Contact

 Copy:
This feature, put in by request, will  enable you to copy an entry to
another Psi-Tact Siena file.

 Note:
Enables you to create Notes for a certain Contact. (Uses Word
application.) 
When first used a dialog will be presented prompting you to create a
file to store the Notes for this contact. Then another dialog will
appear with several options. These options allow you to copy different
files around your Psion into the Note.

1. A word file. 
Opens a note bringing the text from a current word file.
2. A template file.
This copies any templates that you have in the \wdr.


 Agenda Entry:
Creates an entry in your chosen Agenda file. Here are the options:
View:- You can select which Agenda view you would like to write to.
Timed Entry:- You have a choice of timed or an untimed entry.
A timed entry will stop in Agenda and allow you to insert the time, an
un-timed entry will open your Agenda and insert the text. If the
Agenda file was open Psi-Tact-Siena will stop and stay in your Agenda
file,
if not Psi-Tact-Siena will close the Agenda file and return.
Choose Text:- Here you can select a small piece of text to write to
the Agenda file.
The file "Loc::m:\dat\Agend.dbf" is the file that holds the text on
the "Choose Text"  line, therefore if you want to alter the text you
can edit this file. The database (agend.dbf) must only hold 1 record,
but Psi-Tact-Siena will read the first twenty fields of this record.
This file can be edited from the "Preferences" menu option.
Edit Text:- Here you will see the name of the current contact. If you
have the cursor "Active" on the normal view when this option is chosen
it will bring the field that relates to the cursor position. You may
edit this if you wish.

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

 Appointment:
Create an appointment for this contact
Psi-Tact Siena will search for these appointments on daily entry. Or
they can be searched for manually.

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

View Menu

 Agenda:
This will open or run your Agenda file.

 Note: 
Select a Note file 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.

 Appointments:
Scans the whole database looking for appointments. If none are found
on that day the next day can be searched.

 Preferences:
This option pops up another menu with several options.
1. Default View:
This option will allow you to set two extra start up
defaults. These are Labels Hide or Show plus initial Normal or List
View.
2. Preferences
This will allow you to set a font via its name and set a Status window
setting. Also in this dialog is the Sound dialling configuration. Use
this to alter the dial tone, delay and pause time.
(Please note Status Window will default back to on if you are not a
Registered User when you exit the program.)
3. Find by Field:
This will allow you to choose which fields you wish Psi-Tact-Siena to
search
in when using the "Find by Field" main menu option. This is restricted
to 14 fields.
4. Labels:
This option will allow you to edit the two labels that Psi-Tact-Siena
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-Tact-Siena's
functions.
5. Agenda Database:
This option will open the Agenda Database. This database holds the
text that is seen on the "Choose Text" line when creating an Agenda
entry.
6. U.K/U.S Labels: This will let you swap the Town, County & Postcode
labels to City, State & Zip.

User: Edit your name and Agenda file.

System Menu

 Register:
I was originally going to make several options restricted to
unregistered users. But (on advice) decided against the idea. 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.
(N.B I do not guarantee to update this program at all, but crossing my
palm with silver will help :-))  )
Once you have registered I will send you the two codes necessary to
remove the nag screens.
Please do a find on the word "Registration" for further details of
registration.

 Zoom:
Swaps between ten available font levels.

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

 Delete Appointment:
Deletes an appointment for a contact.

 Delete Contact.:
Deletes a Contact


"Extra's"

 Help:
Full in depth Psion Help file.

 Space bar:
Brings up the "Find" dialog.

 Enter:
Scrolls through Contacts.

 Shift-Enter:
Scrolls backwards.

 Type a name directly into the keyboard and press Enter, this will
then move to the first contact of that name. 

 "Moving Files":
The JbSortB.img and the Agend.dbf files must stay on the M drive. The
other files can go any drive.

 Diamond key toggles between the Normal view and the List view.

"Registration"

 By Sterling cash or cheque:

Please send 7.00 :
(Cheques Made payable) To: Tony Crocker at the following address:
10, Doyle Close
Drummond Park
Erith
Kent
DA8 3QT
England


 By U.S.A Cheque:

Please send $15.00 :
Made payable to: "American Express" to the following address:
10, Doyle Close
Drummond Park
Erith
Kent
DA8 3QT
England

 By CiS SWReg No:16006
This will cost you $15.00


"Mail Me"
Please report any bugs or comments to:
tsteven@cix.co.uk
or
100676.2664@compuserve.com
or
tsteven_c@csi.com

For the latest information please visit my web site at:
"http://ourworld.compuserve.com./homepages/tsteven_c/"

Thanks again.
Tony Crocker

"WARNING"!!
Psi-Tact-Siena now uses system calls for controlling Agenda and Data. 
Please make sure the "Sort" is disabled in Data on the 3c. 
Also as PSI-TACT-SIENA 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-SIENA uses,  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-SIENA 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-SIENA, 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
the sort routine.
Thanks to my ALPHA TESTER: David Griffiths (dagriffiths@cix). Whose
help was invaluable in the shaping of Psi-Tact into the program it is.
