                    C O N T A C T    L I N K   (c) 1995
                    ===================================

Total Computer Systems
117 High Street, Epping, ESSEX  CM16 4BD
Tel: 01992 575151    Fax: 01992 575147

This software is provided free of charge and 'as is', with no warranties or
guarantees as to performance or capability.

Total Computer Systems cannot and does not accept any responsibility for
the results obtained by the use of this software.  Therefore, 
Total Computer Systems will not, in any event, be liable for loss, 
including consequential loss, caused by any error, defect, or 
failure of the software, or howsoever arising, including but not limited 
to use, loss of stored data, loss of profits or loss of contracts.  

Contact Link provides an easy way of importing the data currently held
in your Psion Data application into Contact Edge from Total Computer Systems.
Once you have done this, assuming the data has been imported correctly, you
will probably not need to use Contact Link again.

First, make sure that Contact Edge is installed and running correctly on your
Psion. Then follow these steps to convert your data:

1 .. Make a backup copy of your Psion Data file.

2 .. You are likely to need to do some tidying-up of your Psion Data
application. If you are successfully going to import your data into
Contact Edge (and if the resulting data is going to be useful) you will
need to ensure that your Psion Data file has the correct labels, and that
all data is recorded against the correct label.  For instance, if you
had two records like this ....

Name:       John Evans          Name:       Jones, Paul D 
Address:    14 The Willows      Address:    86 Crown House
            23 High Street 
Address2:   Anytown             Address2:   Smalltown, Hants  SO45 6RQ 
Address3:   Herts   SG14 6TY    Address3:    


... it would be impossible for the software to associate the correct labels
and data.  Consequently you must spend some time checking that the Psion
Data file is consistent.   Remove any carriage returns from records.
In particular, look out for address lines that are split over two or more
lines but only have one data label.  After doing this, compress the
datafile using the Psion-K function.  Close the Psion Data application.

3 .. Installation.  Put your CONTACT LINK distribution Flash card into
either one of the two Psion card drives.  Ensure that you are at the
'System' screen, i.e. all the application icons are showing.  To install
the CONTACT LINK icon on the Psion Series 3a system screen, press Psion-I
(the Psion key is in the bottom left-hand corner of the keyboard and the
[I] key at the same time).
You will now have an "Install application" dialogue box displayed on your
screen. Using the cursor keys, select  "Disk", the middle option on the
left-hand side of the dialogue box.
		

Use the cursor keys to select the appropriate drive.  If you inserted the
flash card into the left-hand card drive, select "A".  The right-hand
card drive is "B".  When you have selected the correct drive, you will see
"CLINK.opa" appear in the dialogue box, against File:Name.  Press [Enter].
The CONTACT LINK icon will now appear on the system screen.    

4 .. Run CONTACT LINK. Place the cursor over the icon and pressing [Enter].

5 .. Select the correct Psion Data file which you wish to convert.
Press [Enter].

6 .. Define which field goes where:  

The main screen is arranged in two columns.  The left hand screen contains
the labels that CONTACT LINK has found inside your Psion Data application.
In the right-hand column, you will be asked to indicate which Contact Edge
field will be the target field

Using the cursor key, go down the list to each field in turn.  Press the
[Tab] key to indicate the correct target field and press [Enter].  When you
have completed the whole of the first screen press [Enter] again, when the
second screen will be shown.

Some notes about reference numbers.  Because CONTACT EDGE is a relational
database, it needs some form of unique reference to 'connect' companies
and the contacts at those companies.  There are two options 

a) Leave Contact Link to automatically generate the references during the
conversion process.  These will be in the range 1 - 99999 (or you can
select a different starting number if you prefer.)  This is probably the
best option - it leaves all the work to the software.

b) Enter a unique reference for each record before you convert your Psion
Data records to Contact Edge..  You may want to choose this method where
your records have already been given a reference (perhaps an account number)
If you do this, you will need to add another field to the Psion Data
application.  Make sure that all references are unique.

NB  If your Psion Data records contain both a Company name and one or more
contact names, you may want to assign the contact names temporarily to a
user-defined field.  This is because Contact Link only imports into the
Company file.  At a later stage you may then want to transfer some of the
contact details into the contact file.


7.. Specifying UDF field types.  

If you have used any of the User-defined fields, you will be asked to indicate
the relevant field type for each of them.  Most of the time, you will
probably just leave the field type as "Character".  However, if you have a
field in your Psion Data application called "Date of birth", you will probably
want to define it as a "Date" field in Contact Link.  Similarly, a "Salary"
field would probably be defined as a numeric field. Once the process of
defining the UDF field types is complete, press [Enter].

8 .. Three options are now presented to you.

C) You can create new Contact Edge files 

M) Allows you to merge Psion Data records with an existing Contact Edge system

R ) Review field links.,  This option allows you to go back to the start of
the process and change or review what links you have defined so far.

Press [Esc] at this point if you don't want to proceed further.



9 .. Next, you will be asked to indicate where the Contact Edge datafiles are
to be placed.  Most of the time, you will be able to press [Enter] at the
default value.  A progress indicator will show you how far the conversion
has got.

10 .. Finally, a message will be displayed confirming the location of the
new Contact Edge files.  Press [Esc] to go back to the system screen.

Start up Contact Edge and check that the field have been placed in their
correct places.  You may have to re-run the process a couple of times to
correct any wrongly-placed fields.  If you do run the program again,
remember to choose 'Create' on the final option, this will avoid the same
records being imported several times.

