THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: May 27, 1998 06:32 AM Wednesday; Rod Welch

Added "Letterhead" option to Contact Record menu bar.

1...Summary/Objective
2...Procedure
3...000003 Add Letterhead Option to Contact Menu Bar
4...000009 Add Entry 1820 Load Letterhead Macro from Contact Record
5...000901 Refresh Contact in 0450431 when called from Menu
6...10 53 Added explanation in Contact Help


..............
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CONTACTS 

SUBJECTS
Load Letterhead to 0450431
Contacts, Menu
Internet Support

1205 -    ..
1206 - Summary/Objective
1207 -
120701 - Follow up ref SDS 8 0000, ref SDS 1 0000.
120702 -
120703 - Created a new option for the menu bar in Contact records to load a
120704 - selected letterhead and Internet email address into the 0450431
120705 - letterhead macro that is used for addressing correspondence by 0501
120706 - and for configuring Web pages by 070405.
120707 -
120708 - Formerly, the letterhead macro could only be loaded by using the Doc
120709 - Log system to identify a letter, which was improved yesterday and
120710 - today by adding Internet support in 070405. ref SDS 8 0000
120711 -
120712 -      [On 980601 made further changes to Contact system. ref SDS 9
120713 -      0000]
120714 -
120715 -
120716 -
120717 -  ..
1208 -
1209 -
1210 - Planning
1211 -
121101 - This new menu let's the user load a Contact and User name into the
121102 - letterhead macro 0450431 without having to address a particular
121103 - letter.
121104 -
121105 - It provides flexibility so the User can make changes faster and
121106 - easier to the letterhead for Web pages, which needs to be indepenent
121107 - of sending letters.
121108 -
121109 - The prior procedure remains in effect.  Whenever a letter is created
121110 - in the SDS Doc Log system, then the "From" contact, which normally is
121111 - the "User," is automatically loaded into letterhead macro 0450431.
121112 -
121113 - This new "Letterhead" menu option is only a supplemental means to do
121114 - the same thing.
121115 -
121116 -
121117 -  ..
121118 - Procedure
121119 -
121120 - This will work by opening a Contact record and placing the cursor on a
121121 - Contact person's name field in an organization record.
121122 -
121123 - In a personal Contact record the cursor can be anywhere.
121124 -
121125 - The Contact record needs to contain a "Letterhead" entered beginning
121126 - on line 001601.
121127 -
121128 - Open the menu and click "Letterhead."
121129 -
121130 - There is a beep and a message on screen line 2 that says
121131 -
121132 -                "Letterhead control updated"
121133 -
121134 -  ..
121135 - This happens instantly.
121136 -
121137 - The Internet address can be entered on any line below the Contact
121138 - person's name field, as follows:
121139 -
121140 -       0101     Mr. John Q.                           Jones
121141 -       010101   Engineering Manager   =415 888 3451 ext. 8849
121142 -       010102   Interent:  johnqjones@Wigetsrus.com
121143 -
121144 -       0406k    Mrs. Wilma B.                      Wellington
121145 -       040601   Deputy Director  =274 633 3359
121146 -       040602   Other Location Identifier
121147 -       040603   Internet   wbwellington@ca.gov
121148 -
121149 -
121150 - If the "Letterhead" menu option is executed when the cursor is not on
121151 - a Contact person's name, then only the organization's name is entered
121152 - in the letterhead macro, 0450431.  The complimentary close and the
121153 - Interent address are omitted.
121154 -
121155 - Several Internet addresses can be entered in a Contact record for a
121156 - particular person, but only one can be loaded at any one time into
121157 - the letterhead macro for use in publishing Web pages.  It is simple,
121158 - however, to swap alternate email addresses in the Contact by moving
121159 - the one that is needed to the first in order below the person's name
121160 - in the Contact record.
121161 -
121162 -
121163 -
1212 -
1213 -

SUBJECTS
Load Letterhead to 0450431
Contacts, Menu

1605 -
160501 -  ..
160502 - 000003  Add Letterhead Option to Contact Menu Bar
160503 -
160504 - Line 380, ref OF 2 2262, -entry 80, about 100 lines below, added
160505 -
160506 -                     Letterhead
160507 -
160508 -    ...to the menu bar for Contacts.
160509 -
160510 -
160511 - Line 870, ref OF 2 3096, -label m1813, added new call for Letterhead
160512 - option on Contact menu bar
160513 -
160514 -  ..
160515 -
160516 - Line 860, ref OF 2 3269, -label m1820, added code to set counter 88
160517 - 888 and then call macro 1807, which is the Enter key that executes
160518 - macro 1304 in 000009 from a Contact record to load the current contact
160519 - into an SDS record.  Modified macro 1807 to load the current contact
160520 - into the 0450431 letterhead macro file.
160521 -
160522 -
160523 -
160524 -
160525 -  ..
160526 - 000009  Add Entry 1820 Load Letterhead Macro from Contact Record
160527 -
160528 - Follow up ref SDS 8 2582.
160529 -
160530 - Line 1360, ref OF 3 1681, -entry 1820, created a new compiled macro to
160531 - load the current contact into 0450431.  Called from menu bar, per,
160532 - ref SDS 0 2176,
160533 -
160534 -  ..
160535 -
160536 - Line 1430, ref OF 3 3624, -label aM_tyy, about 30 lines below, add
160537 - code to load a letterhead to 0450431 even if the Letterhead menu
160538 - option was called with the cursor not on a Contact person's name.
160539 -
160540 - In that case, only the organization letterhead will be loaded.  The
160541 - salutation and complimentary close will be omitted.  There will be no
160542 - Internet address entered.
160543 -
160544 - This allows the user to decide if they want their email address
160545 - included in a Web page to facilitate reply.
160546 -
160547 -
160548 -  ..
160549 -
160550 - Line 1890, ref OF 3 8102, -label nCnamq, add new flag 87 887 and call
160551 - 000901 #3 that avoids processing Contact person's name and email
160552 - address, called under -label aM_tyy. ref SDS 0 0751
160553 -
160554 -  ..
160555 -
160556 - Line 1910, ref OF 3 2699, -label l45431k, create new label for loading
160557 - Contact ID into letterhead macro useing counter 88 888 so the code in
160558 - 000901 will not do the rec ID compare op that kicks out if it is the
160559 - same Contact record.
160560 -
160561 - This flag forces the letterhead to be updated each time the menu for
160562 - "Letterhead" is called, so that the User can control the content by
160563 - changing the content of the Contact record.
160564 -
160565 -
160566 -  ..
160567 - 000901   Refresh Contact in 0450431 when called from Menu
160568 -
160569 - Follow up ref SDS 8 2870.
160570 -
160571 - Line 460, ref OF 1 1391, -label nIntAd, about 40 lines below, used
160572 - flag 87 887 that a contact person's name and email address are not
160573 - being loaded into letterhead macro 0450431. see. ref SDS 0 1836
160574 -
160575 - Line 480, ref OF 1 1870, -label ncPsn, apply global flag 88 888 to
160576 - load Contact letterhead into 0450431, even if there is already a
160577 - letterhead for this Contact record in 0450431. see ref SDS 0 2217
160578 -
160579 - This let's the User change the contents of the letterhead and load it.
160580 -
160581 - It is also useful to enable the User to setup the 0450431 letterhead
160582 - macro without sending an actual letter.  This is needed for supporting
160583 - the HTML macro 070405 which uses 0450431 to load the letterhead and
160584 - email reply address into SDS Web page files.
160585 -
160586 -
160587 -
160588 -
1606 -

SUBJECTS
CNS

1704 -
170401 -  ..
170402 - 10 53  Added explanation in Contact Help
170403 -
170404 - Internet Support, ref OF 4 line 369, began some explanation in the
170405 - Help system for the changes made yesterday and today that support...
170406 -
170407 -         [See planning on 980601. ref SDS 9 5613]
170408 -
170409 -     1.  Alternate organization names using lines 0000
170410 -
170411 -     2.  Primary organization name on line 0001 - 0003
170412 -
170413 -     3.  Alternate organization name on lines 0011 - 0013
170414 -
170415 -     4.  Alternate SDS organization name moved from primary
170416 -         organization name on line 0001, to lines 001501 - 001502
170417 -
170418 -     5.  Letterhead on lines 001601 - 001606
170419 -
170420 -     6.  Alternate Letterhead for 2 line ASCII email applications is
170421 -         on lines 001701 - 001702
170422 -
170423 -
170424 -
170425 -
170426 -
170427 -
170428 -
170429 -
170430 -
170431 -
170432 -
170433 -