
          
          
          
          
          
          
          
          
          
          
          
          
                                     FundRaiser Basic
          
                            The Best Little FundRaising Program
                                       In the World
          
          
                                       
                                       Users Manual
                                       Version 1.44
                            Effective Date: January 22, 1996
          
          
          
                    (C) Copyright 1994-1996 All Rights Reserved Worldwide
                                            by:
                                      Gene Weinbeck
                               Professional Support Software
                                     106 Garfield Ave
                                        PO Box 901
                                West Plains, MO  65775  USA

            Welcome to FundRaiser Basic, known affectionately as FRB; and
          thank you for choosing the baby of our fundraising-software
          family.  
          
            If you're new to fundraising software, you may not fully
          appreciate what a novelty you've found!  FRB is the Volkswagen
          Bug of fundraising software.  It is the easiest to use (and
          learn) donor management program available in the world today.
          And FRB is complete, so you don't need any other program, not 
          even a word processor.
          
            With FRB, you can:
            *  keep track of up to one million donors, each with an 
                unlimited number of contributions
            *  print thank-you letters and labels easily and quickly
            *  print deposit reports for your bank, bookkeeper, or 
                executive director
            *  target a particular group of potential donors to send an 
                appeal letter to
            *  print the appeal letter and labels for that targeted group
            *  print a variety of reports for that same group, or another
            *  import from your existing mailing list
            *  export your list to another program
            *  upgrade later to the more powerful FundRaiser Jr. or 
                FundRaiser Professional at a discount, and without losing 
                any of your work
          
            You'll find that:
            *  time-consuming tasks, like thank-you letters, get done 
                quickly and almost without thought
            *  you have more time to accomplish other important projects
            *  you can locate any detail about any donor whenever you like
            *  your donors appreciate the increased connection they feel 
                with you and your organization, and so give more, and more 
                often
          
            If you're looking for a fundraising program to automate the
          basic tasks of fundraising for you, that's easy to learn and to
          use, and which you can afford (even if you have to buy it
          yourself), then you're in the right place!  Keep reading.
          
          
                           Gene Weinbeck
                           President and Chief Bit Byter






            Table of Contents
          
          
            Welcome                            2
              Hardware Requirements            4
              Support Policy                   4
              Evaluation Period                4
              License Agreement                6
            Installation Procedures            7
          
            Introduction                       8
              Basic Routine                   13
          
            Screen-by-Screen Reference        19
              Opening Menu                    20
              Names Screen                    22
              Letters Screen                  32
              Printing Menu                   35
                Printing Thank-yous           35
                Deposit Report                36
                Donation Report               36
                Appeals Letters               37
                Criteria Selection            38
                Select Printer Type           40
              File Maintenance                42
              Registration                    43
              Customization Menu              47
              Importing                       49
              Exporting                       55
          
            Form Letters                      56
              Overview                        56
              Mail-merge Functions            58
              Mail-merge Fields               64

            Troubleshooting                   66
          
            Miscellaneous
              Disk Errors, CHKDSK, SCANDISK   70
              Backing Up                      73
              Running FRB through Windows     76
              Running FRB from a Floppy       77
              dBase Compatibility             77  
                  

          





                                  -3-
                                   Hardware Requirements
                                   ---------------------
                  
            All programs have minimum requirements that are necessary for
          them to run properly.  FundRaiser Basic is no exception:
          
          Item            Minimum                  Recommended
          --------------- ----------------------   ----------------------
          Computer        any IBM compatible       386 or newer computer
          Monitor         any                      color VGA
          DOS             version 3.30             version 5.0 or higher
          Disk            hard disk or             hard disk: 1Mb + 1Mb
                             high density floppy          per 1000 names 
          Memory  
            Conventional  640k (510k free)         640k
            Expanded*     not required             1Mb (total of 2Mb)
          
          Printer         any, including laser     any
          
          * EMS memory must be LIM 4.0 compliant (which it probably is)
          
          
          Support Policy
          --------------
            Support will be provided without charge on a priority basis 
          to registered users during the three months following registration.  
          Call 417-256-4280 during business hours (Central US time zone);
          or fax your question to us at 417-256-6370.  You may also contact 
          us by fax, email, or "snail mail".  We also maintain a BBS on 
          which you may leave questions, talk with other fundraisers, and 
          download interesting fundraising information.
          
            Bugs will be fixed at no charge for one year following
          registration, if possible.  If not possible, a full refund will
          be offered.  Please see the section in this manual on Errors for
          a description of how best to notify us of a bug, so that we can
          duplicate it at our office and then fix it.
          
            Support will be provided to non-registered users, and to
          registered users beyond the free support period, on a
          non-priority basis.  Extensive support, if needed, will be 
          charged on a time-and-materials basis, charged to a Visa or 
          Mastercard account.  
          
          
          Evaluation Period
          -----------------
            You may have received this copy of FRB in either of two ways:
          directly from us as a pre-registered copy, or as shareware from
          a friend, bulletin board, catalog, etc.  In both cases, we make
          essentially the same offer to you: try it for up to two months, 
          risk-free.  If you don't like it, it will cost you nothing.
          

                                    -4-
          If you purchased directly from us:
            Give FRB a real workout for 2 months  If after that time you 
          decide that you don't like it, you may return the package of 
          disk(s) and manual for a full refund.  You must also erase all 
          copies of the program from your computer(s). If you return the 
          program, we'd appreciate your taking a few moments to tell us why.

          If you obtained FRB as shareware:
            You are encouraged to use FRB for 30-60 days prior to obtaining
          a permanent license (see the section in this manual on 
          Registering).  If after that time you decide that you won't use
          it, please erase it from your computer and don't send us any
          money - although we wouldn't mind hearing how and why it failed
          to please you.
            FundRaiser comes with a 60-day/16-usage (whichever is longer) 
          evaluation period.  At the end of that period, the printing
          functions will be disabled.  Your data, and all other program
          features, will remain intact so that you can continue to
          maintain your data.

          
          This program is produced by a member of the Association of Shareware
          Professionals (ASP).  ASP wants to make sure that the shareware 
          principle works for you. If you are unable to resolve a shareware 
          related problem with an ASP member by contacting the member directly, 
          ASP may be able to help. The ASP Ombudsman (OMB) can help you resolve 
          a dispute or problem with an ASP member, but does not provide 
          technical support for members' products. Please write to the ASP 
          Ombudsman at 545 Grover Road, Muskegon, MI 49442-9427 or send a 
          CompuServe message via CompuServe Mail to ASP Ombudsman 70007,3536. 
          The OMB may be contacted by FAX by sending to the ASP FAX number: 
          (616) 788-2765.  In communication with the OMB please include a 
          telephone and/or FAX number if available.

                                              _______
                                         ____|__     |                (R)
                                      --|       |    |-------------------
                                        |   ____|__  |  Association of
                                        |  |       |_|  Shareware
                                        |__|   o   |    Professionals
                                      -----|   |   |---------------------
                                           |___|___|    MEMBER
         

          









                                        -5-
          License Agreement
          -----------------
            You may share this program (FRB.EXE) with anyone you
          choose.  You may not charge for sharing a copy unless
          you comply with the provisions in file "Vendor.Doc".  If you do
          not have a copy of this file, and wish to distribute our
          software for a fee (as in a shareware catalog), please contact
          us.  This authorization will be automatically granted to
          distributors recognized by the (ASP) as adhering to its
          guidelines for shareware distributors, and such distributors may
          begin offering FundRaiser Basic immediately (However PSS must
          still be advised so that the distributor can be kept up-to-date
          with the latest version.).

            It is your responsibility to determine if the program
          will work reliably on your equipment and for your particular
          business environment. That's why a money-back guarantee and
          evaluation copies are made available to you.
          
            Professional Support Software / Edgewalker Enterprises Inc.
          (PSS/EE) disclaims all warranties relating to this software,
          whether express or implied, including but not limited to any
          implied warranties of merchantability and fitness for a
          particular purpose, and all such warranties are expressly and
          specifically disclaimed.  Neither PSS/EE nor anyone else who has
          been involved in the creation, production, or delivery of this
          software shall be liable for any indirect, consequential, or
          incidental damages arising out of the use or inability
          to use such software even if PSS/EE has been advised of the
          possibility of such damages or claims.  In no event shall
          PSS/EE's liability for any damages ever exceed the price paid
          for the license to use the software, regardless of the form of
          claim.  The person using the software bears all risks as to the
          quality and performance of the software.
            This agreement shall be governed by the laws of the
          State of Missouri and shall inure to the benefit of PSS/EE and
          any successors, administrators, heirs and assigns.  Any action
          or proceeding brought by either party against the other arising
          out of or related to this agreement shall be brought only in a
          state or federal court of competent jurisdiction located in
          Howell County, Missouri.  The parties hereby consent to in
          personam jurisdiction of said courts.  











                                        - 6 -
          
                                    Installation 
                                    ------------ 

            FundRaiser Basic has no specific installation requirements.

            However, it simplifies things if it resides in its own
          directory.  We suggest a directory named \FRB, since all updates 
          will default to that directory name. However, you may install 
          it wherever you wish.
          
            FundRaiser Basic needs to have 22 file handles.  If you do not
          have a FILES=22 (or higher) statement in your CONFIG.SYS file,
          then FundRaiser Basic will offer to put one there for you.
          
            If you want to run FRB from a floppy (see the last page of the
          manual for more information), you must have a high-density
          floppy for everything to fit.  Please be advised that, even with
          a high-density floppy, the number of names that can be recorded 
          will be limited, and that the program will operate VERY slowly.


          HINT: To force FundRaiser Basic to display in monochrome
                  (sometimes helpful on a notebook computer), start the
                  program by typing:  FRB M
                To tell FundRaiser Basic that you are using an operating
                  system other than DOS (like (OS/2), start the program
                  by typing:  FRB D

          

          






















          
                                     - 7 -
                                       Introduction
                                       ------------
          
            Welcome to FundRaiser Basic, the most complete, easy-to-use,
          and inexpensive program available for "Tending Your Donor
          Garden".
          
          
          Menu System
          -----------
              To begin with, let's point out that FRB uses a menu system. 
          That simply means that, at most any screen in the program, you
          will be given several  actions (the "menu") to choose from. Each
          action can be initiated by a particular keystroke; in most
          cases, that keystroke is the first letter of the word which
          describes the action to take.  
          
            For example, to Add a new record of information (like a name
          with all its attendant data, or a code, etc.), the menu choice
          is A, denoted by its being highlighted.  Pressing A (either
          upper or lower case) will initiate the process which allows you
          to Add a new record. Likewise, to Change an existing record, the
          menu choice is C, and pressing C will initiate that process.
          
              There are two types of screens in FRB: menu and data.  A menu
          screen is simply a listing of choices from which you may
          select.  Sometimes, choosing from a menu screen will lead to a
          data screen.  In other cases, choosing from a menu screen will
          initiate another process, such as Printing. A menu choice will
          always be a single character (like A to Add), and you need not
          press Enter after pressing that key.  However, when entering
          data (like a name or address), you must press Enter in each
          entry field to indicate that you are done with that field and to
          move on to the next.
          
              A data screen, like the Names Screen, is a display of
          information (like name and address) for a single record. Data
          screens have their own menus, which are displayed at the bottom
          of the screen.  In data screens, you may Add, Change, Delete,
          Search, move Forward and Backward through the records, and more.
          
          ESCape key
          ----------
            When you first enter FRB, the first screen you see is the
          Opening Menu.  You might think of this as the top-most point of
          a pyramid.  As you choose from this menu, you traverse down the
          pyramid to other parts of the program.  To return up the
          pyramid, press ESCape once for each level you want to traverse. 
          If you get lost, just keep pressing ESCape until you find
          yourself in a familiar area, or until you get all the way back to
          the Opening Menu.
          

          
                                     - 8 -
          F1= HELP
          --------
            Be aware that you can, at any point in FRB, get HELP, by
          pressing the F1 key.  A Help screen will be displayed which
          contains information about what you are doing at that particular
          point.  This is called "Context Sensitive" Help, because it
          relates directly to the step that is being taken.
          
          Entering Data
          -------------
            Entering data, like a name and address in the Names Screen, is
          easy to do, and quick to learn.  There are a few conventions
          you'll find helpful:
          
          *  When you have completed your entry of data into an entry
          field, you must press Enter to indicate that you have finished
          with that field. The cursor (the little flashing line) will then
          move to the next entry field.
          
          *  To move backward and forward within an entry field, and
          without deleting any characters, use the left-arrow and
          right-arrow cursor keys. To move in one-word jumps, hold the
          Control key down while pressing the left-arrow or right-arrow
          cursor key.
          
          *  To delete a character, use the backspace key (usually marked
          with a left-pointing arrow, and above the Enter key) to delete
          to the left, or the DELete key to delete the character under the
          cursor.
          
          *  To insert characters, press the INSert key.  You will notice
          that INS appears at the top of the screen, indicating that you
          are in INSert mode. Now anything you type will push the
          characters that are under and to the right of the cursor over
          (to the right) to make room for what you type. To go back to
          overwrite mode, just press the INSert key again.
          
          *  To move up to a previous field, press the up-arrow key, even
          if the entry field is to the left of the current one.  To move
          down to the next field, press either Enter or the down-arrow
          key.
          
          *  To move to the beginning of an entry field, press Home.  To
          move to the end of a field, press End.
          
          *  To move to the first entry field on a screen, press
          Control-Home.  To move to the last one, press Control-End.
          
          *  If you have finished making your entries, and there are
          additional fields on the screen (that you don't intend to fill
          or change), you can press PgDn as a shortcut - instead of
          pressing Enter several times in order to complete the screen.

          
                                     -  9 -
          *  For those old-timers who grew up on Wordstar, you'll be happy
          to know that the "magic diamond" is supported in FRB.  If you
          don't know what that means, don't worry about it!
          
          Saving Data
          -----------
            When you have pressed Enter on the last entry field in a screen
          (or taken the PgDn shortcut mentioned above), you will have
          moved past the end of the data screen and your data will
          automatically be saved. Sometimes a question will first appear,
          asking "Is everything correct?".  The point is that, except for
          the word-processing sections, you never have to explicitly do
          anything to save your data. It is saved for you, automatically,
          when appropriate.
          
           Pop-up Pick-Lists
          -------------------
            At several points throughout FRB, there are places where you
          can pop-up a pick-list or a "browse window" for more
          information.  The most common of these are for when you must
          enter a code, and the pick-list gives you the code choices. 
          These spots are all marked with the special character, 
          (double-right arrow).  When you see this character, you can
          press Control-Enter to pop up the list.
          
            Once within this list, you can scroll through the list by
          pressing the up-arrow and down-arrow keys to move one line at a
          time, or PgUp and PgDn to move a whole screen at a time.  To
          select a record (to select a code to use, for instance), just
          press Enter when that item is highlighted.
          
            With most lists, you can Add, Change, Delete, and Search for
          data, just as you do from within a standard data screen.
          
          Word Processor
          --------------
            A simple word processor is built into FundRaiser Basic.  While
          it has none of the features you expect in today's full-featured
          word processing programs (like block moves or spell checkers),
          its basic operation is the same.  The word processor is used in
          the Letters Screen and in the Notes section of the Names Screen.
          
          *   As you type, you need not press Enter at the end of a line. 
          Your text will automatically "word-wrap" to the next line.  You
          should press e only at the end of a paragraph, or when you want
          to indent the next line.
          
          *   Use the up-arrow, down-arrow, right-arrow, and left-arrow
          keys, as well as the PgUp and PgDn keys, to move around in the
          text.  Do not use the Enter key to move down as you would use




                                     - 10 -
          the carriage return on a typewriter.  While it may sometimes
          appear as though it achieves the same end as pressing the
          down-arrow key, it may actually insert a "hard return" where a
          word-wrapped "soft return" was placed by the program, and may
          confuse your editing.
          
          *   To move to the beginning of a line, press Home.  To move to
          the end of a line, press End.
          
          *   To move to the first line of the text, press Control-PgUp. 
          To move to the last line, press Control-PgDn.
          
          *   To delete a character, use the backspace key to delete to
          the left, or the DELete key to delete the character under the
          cursor.
          
          *   To insert characters, press the INSert key.  You will notice
          that INSert On appears at the top of the screen, indicating that
          you are in INSert mode.  Now anything you type will push the
          characters that are under and to the right of the cursor over to
          the right to make room for what you type.  To go back to the
          standard "overwrite" mode, just press INSert again.
          
          *   To insert a blank line, press INSert, press Enter, and then
          press the INSert key again to toggle back to the overwrite mode.
          
          *   To erase an entire line, press Control-Y.  To erase a word to
          the right of the cursor, press Control-T.
          
          *   There are two ways to exit the word processor.  Pressing F10
          saves your text and exits.  Pressing ESCape leaves it as it was
          before, and exits.
          
          *   If after editing a paragraph, it is filled with short lines
          and long lines, and you need to reformat it, first move to the
          beginning line of the paragraph and then press Control-B.  Any
          lines that do not reformat invariably have a "hard return" at
          their end.  To replace that hard return with a word-wrap soft
          return, move the cursor to that line, then press End to move to
          the end of the line.  Then press DELete to delete that hard
          return.  The line will then automatically word-wrap.
          
          Printing 
          --------
              There are several hundred different makes and models of
          printers being sold these days.  While many adhere to a few
          basic standards, it is still a very confusing and complicated
          part of computing.
          
            In an effort to keep FRB as simple as possible, we wrote it to
          require as few printer codes as possible.  In most cases, only a
          "reset" code is needed, which clears away any previous settings
          left by other programs.
          
                                      - 11 -
            If you have not yet selected your printer type from the
          Printing Menu, then the first time that you print anything in
          FRB, you will be asked what kind of printer you have.  We have
          narrowed the "printer selection" possibilities to four: the
          Epson standard for dot-matrix printers, the Hewlett-Packard (HP)
          Laser Jet standard for laser printers, a "plain vanilla" option,
          and a "custom" option.  See the section of Select Printer Type
          later in this manual for more details.
          
          












































                                     - 12 -
                                        Basic Routine
                                        -------------
          
          
            This section is designed to introduce you to the flow of tasks
          that will normally be followed using FRB.  It is understood that
          every nonprofit organization works a bit differently from every
          other, and that you will be modifying the instructions found
          here to fit your organization's needs and workstream.  It is
          hoped, however, that you will take the time to review the
          following pages, in order to familiarize yourself with the
          features of FRB.
          
            In most cases, fundraising tasks follow a similar pattern: 
          entering donor name information, entering contributions,
          printing deposit reports, and acknowledging (through thank-you
          letters, etc.) contributions. Obviously, there's a lot more to
          fundraising than this, but these are the basic tasks that we
          require of our computer programs, and these tasks can be as
          simple or as complex as necessary.
          
          
          Entering Name Information
          -------------------------
            From the Opening Menu, press N, for Names Screen.
          
            When you go to the Names Screen for the first time, before any
          names have been entered, there is only one menu choice
          available: Add.  If any names have already been entered, the
          most recently Added name will be displayed, and a full menu of
          choices will be displayed at the bottom of the screen.
          
          To Add a name:  
          -------------- 
          
          1)   Press A, for Add.  The display will change to a blank form,
          and the cursor will be moved to the first entry field, which
          will display "Type First Name Here".  This message will
          disappear when you begin to type.  
          
          2)   Type in the First Name, if any, and press Enter.  The cursor
          will then move to the next field, which will display "Type Last
          Name Here". This message will disappear when you begin to type. 
          
          3)   Type in the Last Name, and press Enter.  The cursor will be
          placed in the Contact field.  At this point, you will notice
          that the menu area at the bottom of the screen has changed to
          include four function key choices to help in entering names. You
          may use these choices here in the label section, as well as in
          the Salutation field, to reduce the number of keystrokes
          required to enter information.  Every little bit helps, so
          experiment with them.  


                                      - 13 -
          4)   Fill in the mailing label information, exactly as you wish
          it to appear on letters and other correspondence.  Remember to
          capitalize normally.  What you type here will appear in your
          letters.  FRB uses the most recently entered City, State, and
          Zip as "defaults".  You may accept these, by pressing e; or
          change them, by simply typing over them.  This feature, too, is
          designed to save keystrokes and time.  

          5)   Enter the "Dear . . ." form of the name.  This is the
          Salutation form, and is used in mail-merge form letters.  In
          general, it is better to be too formal than too familiar.  Do
          not include the word "Dear", but just type the name as you want
          it used in the "Dear John" / "Dear Mr. Smith" part of a letter. 
          
          6)   Enter phone numbers.  There is room for both home and office
          numbers.  Both should be filled in, if known, on the theory that
          it is always better to have too much information than not
          enough.  There is generally room at the end of the number for a
          note or extension number.
          
          7)   Enter Donor Type Code. This code is used to sort people into
          groups, when printing letters, etc. It was designed for codes
          such as: IND for individual, BUS for business, FOU for
          foundation, etc.  It may also be left blank.  You can pop-up a
          list of all the available codes by pressing Control-Enter, and
          then pressing Enter on the desired code.  You can also add a new
          code at this time simply by entering it.  When FRB asks you what
          the code stands for, simply type its description.  
          
          8)   Enter Category Code.  This code is also used to sort people
          into groups, but was designed for more specific uses.  Examples:
          BRD for Board member; POL for politician; SOC for Social
          issues.  Again, this may be left blank; and you can tell by the
           character that you can pop-up a list of available codes to
          choose from.
          
            And that's all there is to it!  You've now entered your first
          name record into FRB.  To Add another name, simply press A, and
          repeat the process.

          
          To Change an existing record:  
          -----------------------------
          
          1)   Search for the particular record you want.  Press S.  You
          may Search in one of four ways: by Name (last/first), by Account
          Number, by Category Code, or by Address (State/City/Delivery
          Address).  
          
          2)   Next, press N to Search by Name.  A screen will be displayed
          with the cursor in the Last Name field.  Enter the complete Last
          Name, or as much of it as you can.  If you enter a complete Last
          Name, then you may enter a First Name, or as much of it as you
 

                                      - 14 -
          want.  In either case, once these fields have been entered, FRB
          will arrange all the names in alphabetical order, and display
          the name that comes closest to matching what you've entered.  If
          the name is not the one you want, move Forward and Backward
          through the names to find the correct one.
          
          3)   Once the desired name is displayed, press C to Change. The
          cursor will be placed in the First Name entry field, ready for
          you to edit the information.  You may press Enter to move on to
          the next field, or press w to move back to a field you passed
          over.  Edit information by merely typing over what's there. When
          you have made all the changes you wish to for this name record,
          either press Enter several times to move through the rest of the
          fields, or press PgDn, which will accept the entire record. You
          will be ask if everything is correct;  if you answer No, the
          cursor will go back to the First Name field, and you may try
          again.
          
          
          To enter Contribution Information:
          ----------------------------------
            After a name is entered, you may, at any time, add
          Contribution information.  If the name you want to record the
          contribution for is not the one displayed, Search for the
          correct one.  Once the correct name is displayed, you have two
          choices: F8 and F9.
          
          F8:  This choice will display a window in which you may view all
          of the contributions on file for the displayed name.  While this
          window is displayed, you may Add a contribution, Change or
          Delete an existing contribution, and scroll up/down to view
          contributions if there are more than can be displayed on a
          single screen.
          
          F9:  This choice allows you to Add a single contribution,
          without displaying other contributions recorded for the
          displayed name.  
          
          1)  Press F9 (or press F8 and then A).  The cursor will be placed
          in the Amount field of a new contribution record for the name
          record displayed.  
          
          2)  Type in the Amount and press Enter.  The cursor will move to
          the next entry field.  
          
          3)  Type in the Date of the contribution and press Enter.  This
          date is, typically, the date the contribution was made, which
          may not correspond to the date that you are actually entering
          information.  This can be critical for donors who have written
          checks in late December to take advantage of income-tax laws. 
          FRB keeps track of the actual computer-entry date, as well, so



                                      - 15 -
          that your deposit reports will be handled properly.  Once the
          date is entered, the cursor will move to the next entry field.  
          
          4)  Type in the Source Code and press Enter.  Many organizations
          want to be able to track the reasons people have given a
          contribution.  In some cases it may be a particular appeals
          letter, in others a special event. Using the Source code allows
          you to sort into groups those people who have given for similar
          reasons.  This field may be left blank.  When you press Enter,
          the cursor moves to the next field.  
          
          5)  Type in the "Send TYL" instructions: Y or N.  This tells FRB
          whether or not you will want to send a Thank-you letter for this
          donation.  This is very important, since the Thank-you letter
          printing is automated, and uses this field to determine which
          contributions to print letters for.
          
            And that's it -- contribution recorded!
          
          
          Deposit Reports
          ---------------
          
            Once contributions are entered for the day (or week, or
          whatever period your organization uses), you'll want to make a
          deposit report.  This report gives you a double-check to ensure
          that all amounts and entries are correct.  If this deposit
          report doesn't match your bank deposit slip, then you'll need to
          find the discrepancy and correct it, either in the deposit slip
          or in the contribution entries in FRB.
          
              From the Opening Menu, press P for Printing Menu, then press
          D for Deposit Report.
          
              You will be presented with a screen that explains what to do.
          There are two entry fields into which you enter beginning and
          ending dates for FRB to consider when creating the report.  If
          you make daily deposits, then the default dates (today's date)
          will be correct, since you want to know what was entered into
          the computer today.  If you make deposits on some other basis,
          like weekly, then you'll need to enter those dates.
          
              Keep in mind that this date range determines the Entry Dates
          that will be included in the report.  These are the dates that
          someone actually sat at the computer and entered the
          contributions.  They probably don't correspond to the
          Contribution Dates entered by the operator when the donations
          were recorded.
          
            After entering the appropriate date range, make sure the
          printer is turned on, has paper in it, and then follow the
          prompts that come up on the screen to complete the process.
          
 
                                      - 16 -
          Printing Thank-you Letters
          --------------------------
          
            The single most important part of a fundraiser's job is to
          express thanks to those who contribute to the organization.  In
          the case of major contributors, this is often done in person and
          sometimes in a public ceremony of some kind.  To the majority of
          donors, however, thank-you letters are sent.  These are the
          people who give smaller amounts, the $10 or $25 givers, who are
          the backbone of most nonprofits' fundraising efforts.  And,
          despite what they themselves may say openly, all donors want to
          be recognized in some way for their generosity.  In most cases,
          a simple (and prompt) thank-you letter fills this need.  A few
          donors may instruct you to not send a thank-you letter.  It is
          important that you follow their wishes.  We suggest that you put
          an easily noticed reminder on the first line of Notes to that
          effect... something like:   *** NO thank-you's ***
          
              To make this process less time-consuming, FRB uses a built-in
          word processor to allow you to write "form" letters.  You do so
          in the Letters Screen.  These form letters can be used with
          mail-merge functions that ensure that the proper information is
          inserted into the letter at the proper place.  There is one
          letter, coded TYL and named "Generic Thank-you", that is always
          used as the Thank-you letter.  The text of the letter can be
          modified, of course, to fit your organization's needs.
          
              Now let's look at the printing process:  
              
          1)  Make certain that the printer is loaded with the proper
          paper, that it is turned on, is on-line, and ready to go.  
          
          2)  From the Opening Menu, press P for the Printing Menu, then Y
          for Thank-You Letters. 
          
            NOTE: The menu choice of Y, instead of the more obvious T, is
          carried over from FundRaiser Jr. and FundRaiser Professional. 
          Our policy is to maintain as much consistency among the
          FundRaiser family of programs as possible.  This makes it easier
          for those organizations which eventually step up to one of the
          more powerful programs to make the transition.
          
            The next screen will explain what is about to happen, and will
          require you to press Y to continue.  Once you have confirmed
          that the printer is ready, printing will begin.
          
            Easy, isn't it?  Remember, when recording the individual
          contributions, they are marked as to whether or not to print a
          Thank-you letter.   FRB simply looks at each contribution, and
          prints the letter coded TYL for each one that has been marked
          with a Y.  During the printing process, of course, contribution
          information is matched to the right name and address, and all
          mail-merge information is included.
          
                                      - 17 -
            Once all thank-you letters are printed for the day (or week),
          then you may want to print mailing labels for them.  If so,
          simply make that choice from the menu, make certain labels are
          loaded in the printer, and follow the instructions that come up
          on the screen.  
          
            At the end of the printing session, when all Thank-you letters
          and labels have been printed, and you've verified that
          everything is as it should be, you can have FRB change all the
          "Send TY?" marks on the individual contributions to N, which
          will make sure that you don't send another thank-you letter for
          these contributions.  
          
          
            That covers the routine tasks that FRB is designed to carry out
          for you.  Lots easier than doing it all by hand, isn't it?!  And
          that may be enough for now.  But do plan on spending some time
          with the rest of this manual -- there's lots more to learn and
          try.
          


































                                      - 18 -
                          Screen by Screen Reference Section
                          ----------------------------------
           
          This section of the manual looks at each of FundRaiser Basic's
          screens in detail.
          
          Each screen explanation contains the following:
              1.  Overview
              2.  Data to be entered or Options to be selected
              3.  Menu choices or Step-by-Step procedures
          
                  
              Contents   
              --------
              Opening Menu        20
          
              Names Screen        22
              Letters Screen      32
          
              Printing Menu       35
          
              File Maintenance    42
              Registration Menu   43
              Customization Menu  47
          
              Importing           49
              Exporting           55



























                                      - 19 -
                                        The Opening Menu  
                                        ----------------
          
              FundRaiser Basic is "menu-driven", which means that, rather
          than entering complex commands, you are shown menus from which
          you make choices.  The Opening Menu is the hub of FRB, the point
          from which you begin and end your work with the program, and
          from which you can move to the different sections of the
          program.
          
            As you look at this screen, you'll see that at the top is the
          legend:  Opening Menu. (All the screens in FRB will tell you
          where you are in the program.) Below that, on the top left of
          the screen is the current version number of FRB, and the date
          that version was released.  In the center, just below "Opening
          Menu", is the name of the person or organization to whom this
          copy has been registered.
          
            On the right, is today's date, as reported by your computer. 
          It is important that this date be correct.  If it is not, you
          should exit to the DOS prompt, and type the word: DATE, and
          press Enter.  It will report the date that it thinks is today's,
          and will then give you an opportunity to change it.
          
              At the very bottom you will see a reminder that Help is only
          a keystroke away.  Any time you need help, press F1 for a screen
          full of helpful information that relates exactly and
          specifically to what you are doing at the time.   
          
            To go to a particular section, press the key which corresponds
          to the highlighted letter of your choice.  You may need to
          adjust the brightness and contrast on your monitor, if you can't
          tell what is highlighted.  
          
            Names Screen is the main data entry screen where you maintain
          names, addresses and contributions. 
          
            Letters Screen -- Here you create, test, and edit form letters
          that are to be mail-merged with information from the Names
          Screen.  From simple thank-you letters to sophisticated appeals
          letters, all letters are maintained in this section. 
          
            Printing Menu -- From this menu you do all printing, including
          Thank-you letters and labels, Appeals letters and labels, Deposit
          Reports, various Names Listings, and a Codes Listing.  You also
          tell FRB what kind of printer you have.
          
            File Maintenance -- FRB uses over 20 different database files
          and indexes.  This section does "housekeeping" on those files to
          keep them running clean and smooth.  It erases all names, gifts,
          codes and letters that you have marked for deletion; and it



                                      - 20 -
          rebuilds all the index files (which are the things that keep
          everything in the right order, and lets you quickly Search for
          an item).
          
              You should run File Maintenance often: weekly if you use the
          prgram twice or more in a week; otherwise at least monthly.  It
          doesn't hurt to run it more often.
          
              Registration -- If you received FRB from a friend or off a
          bulletin board, and have not yet paid for it, then this section
          is for you.  It provides a way to register your copy, gives some
          good incentives for you to do so, and also provides an easy way
          for you to make a copy to pass on to another friend.

              Customization -- This is also known as Configuration, Setup,
          or Preferences in some programs.  Here you select screen colors,
          printer type, and various program defaults.

              Importing -- If you have a mailing list in another program
          that you want to bring into FRB, here is where you do it.

              Exporting -- If you want to use your FundRaiser list in
          another program, then you must export it to a file that the
          other program can import.  
          
            Exit -- eXit is how you leave FundRaiser Basic.  DO NOT turn
          the computer off until after you have exited FRB.  Valuable
          information could be lost otherwise.
          
























                                      - 21 -
          
                                       Names Screen
                                       ------------
          
          --------------
          -- Overview --
          --------------
          
              The Names Screen is the most-used section of FundRaiser
          Basic, since it is at this screen that data entry for almost all
          records is accomplished. Whether entering the name of a donor or
          prospect for the first time or updating the address or recording
          a contribution, the job of entering information is performed
          here.  
          
            The screen is composed of two distinct areas:  data and menu. 
          The data area is the largest;  it is bordered on the top and
          bottom by double lines.  It is subdivided into three sections:
            - Mailing related (top left)
            - Miscellaneous   (top right)
            - Notes           (bottom)
          
            In addition to the data displayed in this area is a "window"
          of contribution data, which overlays this section.
          
            Below the data is the menu area.  Listed here are all the
          things you can do in the Names Screen.  In order to do them, you
          press the key that matches the highlighted letter in your
          choice.
          
          ---------------
          -- Data Area --
          ---------------
          
          Search Name (First/Last)
          ------------------------
          
              There are actually two entry fields here, the first and last
          name.  They are used as the object of Searches and to aid in
          catching duplicate names.  Because this name is not used on
          labels or in form letters, you can configure the name in
          whatever way is most helpful to you.  For example, if you have a
          list of churches, you can "Church" as the last name, and the
          name of the church as the first name.  This way, all churches are
          grouped together, yet any individual church can be easily found.
          
              When you add a new name to the list, the words "type First
          Name here" will appear in the entry block for First Name, and
          the words "type Last Name here" will appear in the block for
          Last Name.  These are to remind you (and your volunteers) which
          part of the name goes where.  As soon as you start to type
          something in, the messages disappear.
          


                                      - 22 -
              Even though this name will be used as the object of Searches,
          you need not enter the name in all upper case.  Whenever FRB
          needs something to be all upper case, it will force your entries
          to upper case for you automatically.
          
            When you add a new name to the list, the Search Name is
          compared against all other names in the list to see if there is
          a possible duplicate.  It checks the full Last Name and the
          first character of the First Name (which will catch any
          duplicate Jim's appearing as James or Jimmy).  If FRB finds a
          possible duplicate, you will be notified by a beep, and given
          the opportunity to view a list of potentially duplicate names 
          (you can also temporarily disable this feature by telling it to 
          "Stop Asking").  You can also disable this feature in the 
          Customization Menu.
          
            Please note that you may move up and down through the list by 
          pressing the up and down arrow keys, and also by pressing PgUp 
          and PgDn keys.
          
              The first column, marked ND, may appear to be a little
          cryptic at first.  If there are any Notes attached to the name,
          a musical note will appear in this column.  To view or edit
          these notes, press N.  Also, if the name is marked for deletion,
          a "D" will appear in the column.
          
            There is more information available than can be displayed at
          one time.  To view this information, like address, phone
          numbers, codes, etc.), use the right-arrow key to move to the
          right past the edge of the window.  To return, just press the
          left-arrow key.
          
            To get out of the window and return to what you were doing,
          just press ESCape.
          
          
          THE MAILING LABEL AREA
          ----------------------
          
            The US Postal Service always looks at addresses from the bottom
          up: zip code first, then city/state if needed; then at the
          Delivery line, then at the Secondary line, if any; and finally
          at the Mail Name and/or Contact Name.  You need to be aware of
          this as you enter data, so that retrieving information is a
          uniform and easy process.  Make sure that you follow the
          capitalization and punctuation rules you would follow in typing a
          letter, so that it will look good in correspondence.  Note that,
          while Adding or Changing a name, you have the option of using
          some function keys, to have FRB insert words like "Mr. and
          Mrs.", or the Last Name, or the First Name, or both First and
          Last Names.  This can save you keystrokes by the thousands.
          
 

                                      - 23 -
          Contact 
          -------
            The intended use of this area is to record the name of a
          business's contact person, but it may be used for other
          purposes.  One thing to remember about this field is that it
          will always be printed as the first line of an address block
          (for labels and in Form Letters), unless it is empty, in which
          case the first line will be the "Mailing Name".  
          
          Mailing Name
          ------------
            This is the name to whom the Post Office will deliver mail.  In
          the case of businesses, it should be the business name.
          
          Secondary and Delivery Addresses
          --------------------------------
            These lines are for the (up to) two address lines.  If you have
          both a street address and a PO Box, you should put the one to
          which you want your mail delivered on the second line, the
          Delivery Address.  If you have only one address line, it should
          go on the second line.  In fact, if you enter a Secondary
          Address and not a Delivery Address, FRB automatically moves the
          incorrectly placed address for you.
          
          City
          ----
            When you are Adding names, this field may already have
          something in it, because FRB automatically uses the city that
          was last entered.  This can save keystrokes when entering a lot
          of new names from the same city.  And when you want to overwrite
          that "default" city, just start typing, and the unwanted city
          name will disappear.  Do not put a comma aftter the city name.
          
          State
          -----
            This 2-character state code will always appear in uppercase
          letters, so you don't need to use the shift key.  Your entry is
          always checked against existing codes being used.  If a code is
          entered which has not yet been registered, FRB tells you so, and
          asks if you want to register the code. If you are unsure, answer
          No, and use the Control-Enter key combination to see what state
          codes (with descriptions) have been registered so far.
            After you press Enter, FundRaiser Basic will check to see if 
          there are any other names with the same address (in a manner
          identical to its duplicate name checking described above under
          Search Name).  It compares the Delivery Address line, City, and
          State.  If it finds any duplicates it will offer to display them 
          on the screen.  As with the duplicate name checking, you can
          also instruct FundRaiser Basic to stop checking, and can disable
          this feature in the Customization Menu.
          



                                      - 24 -
          Postal Zip Code
          ---------------
            There are ten spaces provided for the postal code, which is
          sufficient for the US Zip+4 code, Canadian codes, and most other
          international postal codes.  For the US, please be aware that
          the code must be either a full 5 digits, or 9 digits with a
          hyphen between the 5th and 6th numbers.

          Salutation Name (Dear ...)
          --------------------------
            This is the name that is to be used as the salutation of a
          letter.  In some cases, you will want to use the familiar name,
          in others a more formal one.  The entry you make in this field
          is the "So and so" of "Dear So and So". Do not enter the word
          "Dear", or put a comma after the name. If you are uncertain what
          to enter here, we suggest the conservative approach; use "Mr.
          and Mrs. Soandso", or "Ms. So" . . . better to err on the side of
          too formal rather than too familiar.
          
          First Entered
          -------------
            This is the date that you first entered this name into the
          computer. It is assigned by FRB (it looks at your system clock
          when you add a name) and cannot be edited.
          
          Account Number
          --------------
            This is a number used by FRB for internal bookkeeping.  It is
          assigned by FundRaiser and cannot be edited.
          
          Home, Work Phones
          -----------------
            These are the phone numbers at home and work for this name. 
          Please note that, in the Customization Menu area, you may change
          the phone format to either the North American format or an Open
          format.  In both cases, there is room for a note or extension
          number at the end of the phone number.
          
          Donor Type
          ----------
            This is a three-character code that identifies what type of
          donor (or prospect) this person or organization is.  Usually it
          follows along the lines of:   IND for Individual; BUS for
          business; CHR for Church; FND for Foundation; CVC for Civic club
          (Rotary, Lions, etc.); SCH for School.
          
            Because these codes can be used in the selection process when
          printing letters or reports, they are very important, and should
          be recorded for each name.
 

         


                                      - 25 -
          Category Code
          -------------
            This equally important code identifies the donor in some major
          way, like why they do (or are likely to) give to your
          organization.  Please read our booklet, Tending Your Donor
          Garden (which you receive as part of your registration package),
          for a complete discussion of coding techniques.  
          
          Total Given
          -----------
            This is a non-editable field which keeps track of how much the
          donor has given.  It is the sum total of all contributions in
          the F8 Giftlist window.  

          Year to Date
          ------------
            This is a non-editable field which displays the amount given
          by the donor thus far this year.  Actually, the year can be
          re-defined to be any date range you wish.  You set the date
          range in the Customization area.
            The ability to define the year is helpful in at least two
          different ways:  for those whose fiscal year is not the same as
          a calendar year (and who need to keep track of donations on that
          basis rather than on a calendar year basis);  and, if you need 
          to print something for a group of people based on their giving 
          totals from a year or more ago, you can temporarily change this 
          date range to the desired time period, then change it back when 
          done.

          Amount of Last Gift
          -------------------
            This is a non-editable field which displays the amount of the
          last gift received from this donor.  It is not necessarily the
          last gift entered into the computer for this donor.  Instead,
          FRB looks at the Date Given that you have recorded for each
          gift, and uses that to determine which contribution is the most
          recent one.
          
          Date of Last Gift
          -----------------
            This is a non-editable field which displays the date of the
          contribution which qualifies as the Last Gift, as described
          above.

          
 








                                      - 26 -
          Donor Notes
          -----------
            The first six lines are always displayed here, but you can
          enter as much text here as you like, up to the equivalent of 16
          single-spaced pages, using the built-in Word Processor.  You
          reach it by using the menu choice N, for Notes.  This section is
          commonly used for your personal notes about the person, anything
          from what his/her pet concerns are, to the names of his/her
          children/parents/pets/etc, to why he/she chooses to support your
          organization/cause. The Notes area can also be used for a contact
          history and for notes to anyone who may later talk to this
          donor.
          
          Other
          -----
            Deleted Mark -- If a name has been marked for deletion, the
          message:  *** DELETED *** will appear in the top left corner of
          the screen. (See the menu choice, Delete, for more information.)
          
            Display Order -- On the bottom double-line are two pieces of
          information. On the far left is displayed the order in which
          names are currently maintained.  When you first enter the Names
          Screen, it is always set to "Name Order".  It may be changed
          when you use the Search function.
          
            On the right side of the double-line is a reminder that HELP
          can be accessed by pressing F1.
          

          
          NAMES SCREEN MENU CHOICES
          -------------------------
          
            There are nine main actions you can take from the Names Screen.
          These are: Forward, Backward, Search, Add, Change, Delete,
          Notes, the F8 GiftList window and F9 Add-a-Gift.  These actions
          are displayed in a menu at the bottom of the screen.  To take
          one of these actions, simply press the key associated with that


          action.  For example, F for Forward.  The F is highlighted on
          the screen to indicate that it is the key to push.
          
          Now let's look at the Names Screen Menu Choices:
          
          Forward
          -------
            With all data entry screens in FRB, you can flip through
          records one at a time.  The order in which the Names Screen
          records are presented is dependent upon the last Search method
          used.  When you first come into the Names Screen, the order will
          be: Name (Last, First).  The current order is shown at the


                                      - 27 -
          
          bottom left corner of the data entry area.  Other possible
          orders include Address, Account Number, and Category Code. 
          Forward flips through the records in ascending order.
          
          Backward 
          --------
            The same as Forward, except that Backward flips through the
          records in descending order.
          
          Search
          ------
            Search allows you to find a particular record from thousands in
          less than a second.  You can search using one of four Search
          orders:  
          
            Name -- This is based on the Search Name, entered in the first
          two fields in the Names Screen.  The Search is conducted by
          trying to find the last name first, then the first name.  (You
          are allowed to enter a partial name if you like, but must follow
          these rules:  if you enter a partial last name, then do not
          enter any first name; and if you want to enter a partial first
          name, you must enter a full last name.)  FRB will go to the
          record that most closely matches your entry.  If there is not an
          exact match, you can then flip Forward or Backward, or you can
          Search again.
          
              Address --  The Address Search is comprised of State, City,
          and Delivery Address.  The state code must be complete in all
          cases.  But, as with the Name Search, a partial entry can be
          made.  Each entry field must be complete in order to make a
          partial entry in the next field.  Specifically:  if entering a
          partial City, you must not enter any Delivery Address.  If
          entering a partial Address, you must enter the City in full. -- 
          As with the Name Search, FRB will get as close as it can to an
          exact match, at which point you can flip Forward or Backward
          thorugh the records, which will remain in Address order till you
          change it by Searching by other criteria.
          
             Account Number -- Typing: # allows you to Search by Account
          Number.  No partial entry is allowed here, although entering 1
          will go to the lowest number, and entering all 9s will go to the
          highest number.  The order of displaying records will be changed
          to Account Number.
          
            Category Code -- As with the other Search options, you may
          enter a partial code here.  FRB will find the first donor with
          the code that matches your partial entry.
          
          NOTE:  When any of these Search options is used, the viewing
          order of the names will change accordingly.  
 
         
          
                                      - 28 -
          List
          ----
            List presents all the names in a pop-up pick list window. 
          From within this list you can Search in the same manner as
          above.  Press Enter to select a name, or press ESCape to exit.

          
          Add/Change a Name
          -----------------
            While Adding and Changing are two distinct menu choices, the
          two processes are almost identical, dealing with the same data. 
          In both Add and Change modes, you are presented with a form in
          which you fill in the blanks.  The cursor will navigate through
          each field on the screen, going from one to the next.
          
            There are some differences.  Let's talk about Add first:
          
            When you Add a new name, it doesn't matter which name is
          displayed on the screen as you start the Add process.  If you're
          concerned about putting the name in the right place, don't be. 
          That's FundRaiser's job.
          
            When Adding, if you press ESCape before completing the "Is
          everything correct?" question, the Add mode will be cancelled
          and any entered data will not be recorded.  Also, a Searchable
          Last Name is required, so if you leave that field blank, you
          will terminate the Add mode, just as if you had pressed ESCape. 
          
            Now let's look at Change mode:  when you want to Change some
          information about a name, that name must first be displayed on
          the screen, and the information that you want to change must be
          displayed on the screen within the top area above the Donor
          Notes area. To change contribution data, you must first bring it
          to view by pressing F8. To edit the Note, press N.
          
            When Changing data, if you press ESCape before completing the
          last field, what you have entered will not be recorded, and the
          data will revert to its original state as it was before you
          started the Change. 
          
            In both cases, you will be asked  "Is everything correct".  If
          you answer No, you will be taken back to the first field, and
          given a chance to edit your entries.  After you answer Yes to
          this question, all data is saved to the hard disk. Then, you are
          returned to the Names Screen menu.
          
          
          Delete   
          ------
            To delete a name (or a gift, letter, or code), you have to go
          through a two-step process.  This is intentional, because it
          gives you a second chance to Undelete a mistake.
          

                                      - 29 -
            The first step is to press D for Delete.  The second step is to
          run File Maintenance from the Opening Menu.  Now, you don't have
          to do one and then run over to the Opening Menu right away --
          you delete items as you go along, and then periodically run File
          Maintenance (once a week or so).  In the meantime, any items
          marked for deletion will not appear on reports or have Thank-you
          letters printed for them.  Effectively, they're out of your way,
          but you can still retreve them if you need to, until you run
          File Maintenance.
          
              You may not mark for deletion any name record that has
          contributions recorded; you must first mark for deletion all
          contributions associated with that name.  
          
              Once marked for deletion, the message "***DELETED***" appears
          in the upper left corner of the screen.  You'll notice that when
          you mark a name for deletion, the Delete option changes to
          UnDelete.  Names are not actually erased until they've been
          marked for deletion, and File Maintenance has been run.
          
          
          F8  GiftList
          ------------
            This is where all the contributions for this name are held. 
          All contributions are entered either here or through the t
          Add-a-Gift key.  In this window, you can view all the
          contributions recorded for the displayed name, with the latest
          contribution displayed first.  

            This is a browse window; when there are more contributions than
          will display on one screen, you can use the cursor keys to move
          up and down through the contributions.  As with other browse
          windows, you can Add, Change or Delete; ESCape exits the list
          and returns to the Names Screen.  The following information is 
          recorded for each contribution:
          
            Amount -- This is the amount contributed.
          
            Date -- This is the date of the contribution.  (NOTE:  FRB
          keeps track of the date the contributions are physically entered
          into FRB.  This Date, that you enter, is the date you receive
          the contribution, which is not always the same as the entry
          date.   Some organizations record the date written on the check,
          especially at the end of the year, rather than the date
          received.


 
         

          
          
          
          
                                      - 30 -
            Source -- This is an optional code that identifies what action
          prompted the contribution.  If it were from a direct mailing, it
          might be DM1 or DM2.  If it came as a result of a telethon, the
          code might be T91 or T92. This code can also be a person's
          initials, if for instance the contribution came as a result of a
          personal contact by one of your organization's staff.
            This is an important code.  It is one of the criteria you can
          use when building a report or printing appeals letters. 
          
            Send Ltr? -- This is simply "should a thank-you letter be sent
          for this contribution?".  This gives FRB the ability to automate
          your Thank-you letter printing, as well as automating the
          printing of associated labels.
          
            Date Recorded -- This is the date that you actually physically
          recorded this contribution on the computer.  This date was read
          by FRB from your computer's clock when you entered the
          contribution.  It is the date that is used when printing the
          Deposit Report; it cannot be changed.
          
            Deleted? -- If a contribution is marked for deletion, the word
          "deleted" shows up here.  Please note that when you delete a
          contribution, you are actually marking it for deletion, in
          exactly the same manner as when you mark a name for deletion. 
          Until you run File Maintenance (from the Opening Menu), you may
          Undelete the contribution by pressing D again.
          
          F9 Add-a-Gift
          -------------
            This function key allows you to add a single contribution
          without first going through the F8 window.  It is a little
          faster than using the F8 key, but you won't be able to see any
          of the other contributions for this name, either.  The screen
          that comes up is similar to the one presented when you press A
          to Add from within the F8 GiftList Window.  
          
          N Donor Notes
          -------------
            The Donor Notes section uses FundRaiser's Word Processor to
          edit up to 32 pages of information, instructions, or whatever
          you like.  













                                      - 31 -
                                      Letters Screen
                                      --------------
          
          --------------
          -- OVERVIEW --
          --------------
          
            This is the section where you create form letters to be
          mail-merged with the information in the Names Screen to produce
          personalized form letters. This data entry screen is similar to
          others, in that you can flip through the records (in this case,
          the letters) using the Forward or Backward commands.  You can
          Search for a particular letter, using either the Letter Code or
          the Letter Name.  You can Add, Change, and Delete letters, too. 
          Other menu choices will be discussed in a moment.
          
            From the Opening Menu, press L for Letters. The Letters Screen
          shows one letter at a time, either in Letter Name or Letter Code
          order (the current order is indicated at the bottom left of the
          screen). Each letter has a unique name and a unique code.  The
          left margin, right margin, and top margin are displayed at the
          top of the screen.  The first 15 lines of the body of the letter
          are displayed as well, and below that the Letters Screen menu
          choices are listed.
          
            We'll explain each of the entry fields at the top of the
          screen, and then go through the menu choices available.
          
          
          ------------------
          -- DATA SCREEN  --
          ------------------
          
          Ltr Code
          --------
            Each letter must be assigned a code, and each code must be
          unique.  There is one code that is "reserved" and cannot be
          changed: TYL, for the Thank You Letter.   
          
          Ltr Name
          --------
            Each letter must have a unique name.  You'll want to name your
          letters in such a way that you will recognize their purpose
          later.
          
            A Note about margins: The default for pitch is Pica, which is
          10 characters per inch (cpi).  So if you want a left margin of
          1/2", you would enter 5 (1/2 x 10).  If you set the pitch to
          Elite (12 cpi) or Compressed (15-22 cpi, depending on the
          printer) print, then you must multiply the intended width in
          inches by the number of characters per inch.
          


                                      - 32 -
            FRB will display the text of the letter with whatever margins
          you have set, to help you visualize your letter.
          
          Pitch
          -----
            This setting determines how large or small the print will be
          for this letter.  Pica is largest, at 10 characters per inch
          (cpi); Elite is slightly smaller at 12 cpi; and Compressed is
          smallest, at 15-22 cpi, depending on your printer.
          
          L Margin
          --------
            This is the number of characters to move in from the left edge
          of the paper when printing.  
          
          R Margin
          --------
            This margin is determined by counting from the left edge of the
          paper as displayed on the screen.  If you are printing in
          standard Pica, then your right margin should be 80 or less;
          otherwise, you will have to do your own calculations (and
          probably some experimentation) based on paper width, right
          margin, and pitch.
          
            You may set the right margin to a number as high as 255.  If
          you set the right margin to 80 or more, the right margin marker
          (on theline just above the text of the letter) will move to the
          79 spot and change from a left-pointing arrow to a
          right-pointing arrow, to indicate that the margin is past the
          edge of the screen.  Also, since FRB adjusts the text of the
          letter as you change the margin, you won't be able to see all of
          the text if the margin is set higher than 80; when you edit the
          text, however, you'll be able to scroll over and see it.
          
          T Margin
          --------
            The Top Margin should be the number of lines down from the top
          of the paper to the line where you want the printing to begin.
          With a default of 6 lines to the inch, if you want your letter
          to begin printing at, say 2" down from the top edge of the paper
          (to allow for your letterhead), enter:  12.  If you're using a
          laser printer, be aware that most will not print in the first
          half inch.  Dot matrix printers are difficult to adjust so that
          printing begins on the very first line.  Some experimentation may
          be necessary to position the Top Margin properly on different
          papers.
          
          






                                      - 33 -
          ------------------
          -- Menu Choices --
          ------------------
          
            In addition to the usual data entry screen menu choices of
          Forward, Backward, Add, Change, and Delete, you'll find the
          following:
          
          S - Search
          ----------
            This allows you to Search for a particular letter, using either
          the Letter Code or the Letter Name.  Partial codes or names are
          allowed.
          
          L - List
          --------
            List presents all the letters in a pop-up pick list window. 
          Press Enter to select a letter, or press ESCape to exit.

          P - Print File Copy
          -------------------
            This prints a copy of the letter with all entry field settings,
          just as it is typed into FRB.  Any mail-merge fields or
          functions are printed as you entered them (without being
          mail-merged with any Name data).  This print-out is meant to
          serve as your file copy of the letter.  
            Also, if you are having difficulty determining why a field or
          function is not working properly, it can sometimes be easier to
          print a file copy and look for a mistake there than to find it
          on the screen. 
          
          T - Test
          --------
            This menu choice lets you test the mail-merge fields and
          functions in your letter by mail-merging the letter with the
          last name entered into the Names Screen.  (It is important to
          remember that it is the last one entered, because some fields or
          functions may come out blank if corresponding information is not
          available in that particular name record.) You have the choice
          of testing the letter to the screen or to the printer. Any
          errors in entering a mail-merge field or function will be
          highlighted with surrounding asterisks.
          
          K - Klone
          ---------
            This choice lets you make a copy of an existing letter.  You
          will prompted for a new Letter Code and Name, and may change the
          margin settings, if you wish.  This menu choice can save lots of
          time and typing if you want to change a letter slightly, but
          still retain the first one.
          
          E - Edit
          ------
            This allows you to edit the body of the letter.  Use it when
          you want to change text, but not the settings at the top of
          screen.  
          
                                      - 34 -
                                        Printing Menu
                                        -------------
          
          
          Press P at the Opening Menu to navigate to the Printing Menu,
          from which you do just about all of FRB's printing.
          
          Printing Thank-you's
          --------------------
          THANK YOU LETTERS 
          THANK YOU LABELS 
          MARK THANK YOU'S DONE
          
            You'll notice that the first three options are grouped
          together.  They all have to do with printing thank-you letters. 
          The first step is to print the letters, the second is the labels
          (if you want to).  Once you've finished the printing, you run
          the third step, "Mark Thank-you's done".
          
              FRB was designed to automate letter-writing tasks as much as
          possible, while also keeping everything nice and simple.  As you
          enter a contribution (in the Names Screen) for which you want to
          send a thank-you letter -- and that is surely the vast majority
          of contributions -- just enter a Yes in the entry field labelled
          "Send Ltr?".  That's all the preparation needed.
          
            Then when you're ready to print the letters, come to the
          Printing Menu and press Y to print Thank-you Letters.  You will
          be asked if you want to continue, and then to turn on your
          printer.  The computer takes it from there, and before you know
          it, the printer will be churning out thank-you letters!
          
            Letters are printed in zip code order, for each contribution
          whose "Send Ltr?" field is marked Yes.  The letter is the one in
          the Form Letters screen which has a code of TYL and is named
          Generic Thank You.  FRB comes with the core of a thank-you
          letter, ready for you to edit to fit your organization.  (Do
          this in the Letters Screen.)
          
            Label printing is just about as easy as letter printing.  From
          the Printing Menu, press L.  Labels are also printed in zip code
          order to match the letters you just printed.  Before the labels
          start printing, you will be given an opportunity to print some
          test labels to help you align the labels in the printer, and to
          adjust the printing of the labels.
          
            To keep label printing as painless as possible, one label style
          was chosen for each type of printer.  For the laser printer, the
          style is a page with two columns by 10 rows of 1" x 4" labels. 
          The Avery brand model number is 5161 (Avery is the standard for
          labels, but you may use another brand with no problem.)



                                      - 35 -
            For dot-matrix (and some older ink-jet, daisy-wheel, or any
          other printers using a tractor-feed to move continuous-feed paper), 
          FRB uses the basic one-across label that is 15/16" high by 3-1/2" 
          wide.  Because there is a 1/16" gap between labels, the total from 
          the top of one label to the top of the next is exactly one inch.

            When you are satisfied that the letters and labels are printed
          properly, you finish the process with the third step.  You "Mark
          Thank You's Done" by pressing M from the Printing Menu.  This
          changes the "Send Ltr?" mark from a Yes to a No.  If you ever
          need to re-print a thank-you letter, all you have to do is
          change the mark back to Yes in the F8 Giftlist Window in the
          Names Screen.
          
            If you fail to run this third step, you will be surprised when
          you print Thank You Letters the next time . . . because this
          batch of letters will be printed along with the new ones!  So
          make sure that the "Send Ltr?" field is marked No for the
          letters you've just printed. 
          
          
          Deposit Report
          --------------
            From the Printing Menu, press D to print the Deposit Report. 
          This report lists all the contributions you entered during a
          particular date range.  You may use this report as your deposit
          ticket for the bank.  Or just use it as a double-check against
          the deposit ticket that you fill out manually, to make sure the
          totals match.
          
            One added feature of this report is that, at the end of the
          listing of all the contributions, it shows a tally of how much
          was received for each Source Code.  This can be very helpful
          information when you're trying to keep track of how your
          different fundraising efforts are working.  (See our booklet,
          "Tending Your Donor Garden", for a more detailed discussion.)


          Donation Report
          ---------------
            This report is virtually identical to the Deposit Report.  The
          only difference is that this report lists donations based on the
          date of contribution (the date you type in as the contribution
          date) rather than the date of entry (the date you physically
          entered them into the computer).
            This is a very important distinction.  This produces a listing
          of the donations with a date within your date range.  The Deposit 
          Report produces a listing of donations entered during that date 
          range.  This Donation Report is often used for managerial and tax
          purposes.  The Deposit Report is used to help reconcile your
          bank deposit.
 
          NOTE: Both of these reports can be limited to just those
                contributions with a particular Source code.  Normally,
                you won't want to do this - you'll know when you do.
          
                                      - 36 -
          Appeals Letters
          ---------------
            Appeals letters are form letters (created in the Letters
          screen) which you send to prospective donors to appeal to them
          to give to your organization.
          
            In FRB you can be selective about who gets which letter, and
          because you can use the same criteria for letters, labels, and
          listings, you can easily print all three for the same group of
          people, something you will often want to do.  The next three
          sections share a common "Criteria Selection" screen, which is
          discussed in some detail after these sections.
          
            (If you have yet to create an appeal letter, you must first do
          so in the Letters screen.)
          
            From the Printing Menu, press A to print Appeals Letters.  You
          will first be asked which form letter you want to print.  As the
           mark indicates, you can press Control-Enter to pop up a
          pick-list of all the form letters that were created in the
          Letters screen.  This pick-list displays the code, name, pitch,
          and margins of each letter.  Also, if you press V to View text,
          you can view the entire text of the highlighted letter.  To
          select the desired form letter, highlight the letter and press
          Enter.  The next screen will be the Criteria Selection screen,
          discussed below, in which you describe  the group to whom you
          want to send the letter.
          
          APPEALS LABELS
          --------------
            To print labels, press B from the Printing Menu.  Immediately
          after you are taken to the Criteria Selection screen (discussed
          below), you will be given the opportunity to print test labels.
          
          NAMES LISTINGS
          --------------
            From the Printing Menu, press N to print one of several
          different listings.
          
            There are two basic styles: "one-liners", which are neat,
          easy-to-read reports with one line of information per name,
          lined up in columns; and "multi-line" reports, which have so
          much information for each name that it spans two or more lines,
          making it not as easy to read.  While there is a brief
          description of each report type on the screen, you may find it
          helpful to print a sample of each report to see what each one
          looks like.
          
            Please note that one report, the Combined Report, requires
          either wide paper, or that your printer be set to "compressed
          print".  You will be asked which method you prefer.
          
            Once you select the report you want to print, you are taken to
          the Criteria Selection screen.
          
          
                                      - 37 -
                                 Criteria Selection Screen
                                 -------------------------
          
          
              Regardless of whether you are printing appeals letters,
          labels, or a names listing,  this screen is used to select the
          names that you will be printing for.

            This screen has a memory, meaning that the criteria that you
          last used can be restored as the default criteria the next time
          you come into the screen.  This is especially handy when you are
          printing different things (like letters, labels, and a listing)
          for the same group.  You will be asked if you want to use the
          last group's criteria.
           
            In the center of this screen are five sets of criteria.  They
          are cumulative; in other words, they're not an either/or
          collection, where a name only has to meet one or the other of
          the criteria you select in order to be included -- rather, a
          name must meet all criteria to be included.
          
            For example: if you enter a donor type code of BUS and a donor
          category code of VIP, then each name must have both codes, not
          just one.  On the other hand, if you enter no criteria, then all
          names will qualify, and you will print for your entire list.
          
          Let's examine each criterion:
            
            Donor Type Code: this code is for things like INDividual,
          BUSiness, CHUrch, etc.
          
            Donor Category Code: this code identifies the category this
          donor falls into.  It is generally used to identify a donor's
          primary interest in your organization.
          
            Gift Source Code: this is the code that can be entered for a
          contribution.  Because a donor will have (we hope) several
          contributions, a single donor may have several Source codes.  A
          donor need have given only one contribution with the code you
          enter as criteria, in order to be selected for printing.  An
          example: you want to print invitations for   everyone who bought
          tickets to last year's banquet.  If those ticket sales were
          entered at the time with a BNQ Source code, you could now easily
          print that list based solely on that Source code.
          
              Total Amount Given: this is the grand total amount ever given
          by a donor.  Whether you're looking for high-giving donors for a
          special appeal, or donors who have given $100 or more, or donors
          who have given anything at all, this is the line to use.  There
          is one especially important thing to remember when using this
          criterion: if you enter 0.00 for the minimum amount, then you
          will get donors who have given that amount.  In other words,
          0.00 will give you people who have never given a contribution. 
          If you want people who have given something, then you must enter
          at least 0.01 in the minimum entry field.  
          
                                      - 38 -
          Examples:
              0.01 through 9999999.99  those who have given anything
            100.00 through 9999999.99  those who have given at least 100.00
            100.00 through     499.99  those who have given at least 100.00, 
                                         but less than 500.00
              0.00 through       0.00  those who have not yet given

            Amount Given This Year:  this is the amount given thus far
          this year, where the "year" is actually a date range defined in
          the Customization area.  It is usually the current year, but may
          be re-defined to be any date range you wish.  The range works in
          the same manner as described in "Total Amount Given" above.

            Date Last Given: this date range indicates when the selected
          people last gave.  One idiosyncracy revolves around the fact
          that dates in FRB run from 1950 through 2049.  Consequently, if
          you enter a date of xx/xx/45, it will be for the year 2045, not
          1945.  
          
          Examples: (assuming that "today" is 02/01/94)
          
            01/01/50 thru 02/01/93  lapsed donors (those who have given,  
                                      but not in the last year)
            01/01/50 thru 08/01/93  almost lapsed donors (those who have 
                                      given, but not in the last 6 months)
            02/01/93 thru 02/01/94  active donors (those who have given 
                                      within the last 12 months)
          
          Combining Criteria
          ------------------
            You can combine as many criteria as you want.  Each name in
          your Names Screen will be examined to see if they meet each and
          every criteria that you specify.  Typcially, the more criteria
          you enter, the fewer names will be included, as the list gets
          more selective.
          
            It does not take any longer to process if you have more
          criteria.  In fact, if you specify a Donor Category code and/or
          a Gift Source code, it will speed up the processing.  This is
          because these two criteria can be found very quickly, and then
          only those names that already meet those crtieria need be
          examined for further criteria matching.
          
            When you are finished entering these criteria, you will be
          asked in what order you would like the printing to be, by Name
          or by Zip Code.  FRB then processes your criteria and selects
          the names that meet them.  It will show you its progress, and
          the final result.  
          
            The final step, as with all printing, is to ask if your printer
          is ready.  Saying No only pauses the computer for 3 seconds, and
          asks the same question again.  To cancel printing, press
          ESCape.  
          
          
                                      - 39 -
          Codes Listing  
          -------------
            This simple report lists all the codes used within the program.
          You can print a separate page for each of the four types of
          codes (a minimum of four pages); otherwise, FRB will print them
          in groups, one after the other, but not on separate pages.
          

          Select Printer Type
          -------------------
            For FRB to be able to switch your printer between the different
          type styles, it must know what kind of printer you have.  It is
          here that you tell the program that information.  If you fail to
          run this section before you first print, FRB will automatically
          bring this section up for you to fill in.
          
            In order to keep things simple in FRB, we have boiled the
          printer choices down to five: the three most popular, a
          "no-choice", and a custom setup where the more adventurous user
          can enter his/her own codes.
          
            The first step is to choose one of these four:  
              
          E   Epson-compatible printer.  If you have a dot-matrix, or
          other "impact" printer (that probably has a platen like a
          typewriter) and which uses continuous-feed paper (has the
          pin-feed holes on the side), then you should first try this choice.
          The odds are very good that it will work perfectly for you. 
          Virtually all dot-matrix printers made in the last several years
          are either Epson-compatible or can be switched to that mode (by
          means of a switch or from the front panel; see your printer
          manual).
          
          H  Hewlett-Packard LaserJet 2 or compatible printer.  If you 
          have another brand of laser or inkjet printer, try this choice 
          first.  Your printer will almost certainly be compatible. 
          This printer is unable to print in Elite, and so uses
          Compressed instead.

          4  Hewlett-Packard LaserJet 4 series printers.  For this
          particular series of laser printer only, this option adds the
          ability to print using Elite.  It also overrides any settings
          someone may have entered from the front panel of the printer.

          V "Plain Vanilla" printer.  Try this choice when neither of the
          first two worked. It sends no codes at all to your printer.  If
          you want it to print in other than its default mode, you must
          change it yourself.  
          
          C  Custom setup. This is for those users who understand printer
          manuals. You will be expected to enter the decimal control codes
          that will be sent to your printer.  Use this choice if you have
          an unusual printer, or want it to do something unsusal (print
          from a lower tray on a laser, for instance).
          
                                      - 40 -
            If you choose either Plain Vanilla or Custom, then you will
          have an intermediate step:
          
            With Vanilla, you will be asked only if your printer uses
          single sheets of paper (like a copier).  This will be used to 
          determine which type of label (continuous feed or 20/sheet) to 
          print on.
          
            With Custom, you will also be asked to enter the decimal codes
          for Reset, Elite, and Compressed.  If you are attempting this
          choice, you (or a friend) probably have enough knowledge that
          the screen is fairly intuitive.  If not, press F1 for more
          detailed Help.

            You are also asked for a printer port.  In almost all cases,
          this should be set to LPT1.  If you have problems printing, try
          changing it to LPT2 or LPT3.  If you prefer to print to a text
          file on disk, instead of actually printing, then enter the name
          of the file to print to.
          
            Lastly (except for Vanilla printers), you will be asked if 
          you want to print a test page. This is an opportunity for you 
          to make sure that whatever you selected is the right choice.  
          FRB will print a page with the three different type styles (pica, 
          elite, and compressed).  With each, it will print two vertical 
          lines that should be an inch apart (except, perhaps, for 
          compressed, which will vary from printer to printer).  If the 
          page does not display different type sizes, then your printer 
          choice is not the appropriate one for your printer, and you 
          should try a different one.
          
              Please note that you can change your printer setup at any
          time, if you get a new printer, or need to switch between
          printers.
          
          
          Technical Note: The printer setup is saved in a file called:
          DEF_PTR.MEM.  The label adjustments are saved in a file
          called: LABEL.MEM.













                                       - 41 -
                                     File Maintenance  
                                     ----------------
          
          
              In FundRaiser Basic, when you delete a name or other record,
          you are actually just marking it for deletion.  It is not erased
          from your hard disk until you run File Maintenance; and once you
          do that, any records which had been marked for deletion are
          permanently gone.
          
            File Maintenance has a second, very important, purpose:
          rebuilding index files.  These are what keep the data in the
          data files in the proper alphabetical or numerical order. (Index
          files do not contain data; they contain pointers to the data in
          data files.)  Over time, index files can get out of sync with
          the data files they relate to; so, as a good housekeeping
          measure, you need to rebuild the index files on a regular
          basis.  If you use FRB on a daily basis, you should run File
          Maintenance once a week (if not more often);  otherwise, once a
          month is generally enough.  It doesn't hurt to run it more
          often.
          
              There are some clues to watch for which indicate that the
          indexes are out of sync with the data: when you search for a
          name that you know is there, but FRB can't find it; or when you
          get a report that seems to have the wrong names listed for the
          criteria you selected.  If you run File Maintenance regularly,
          you should not see these problems occur.
          

























                                      - 42 -
                                     Registration Menu
                                     -----------------
          
          
              This section is primarily for those who received their copy
          of FundRaiser Basic from someone other than Professional Support
          Software (a friend or a bulletin board, or a shareware catalog),
          and have yet to register and pay for it.  This method of
          distribution, called "shareware", is a good deal for everyone. 
          You get to actually use software before paying for it, and we
          get our programs into the hands of potential users with little
          marketing expense.  And then we pass our savings along to you.
          
              You see, we permit -- and encourage -- our users to make
          copies of FRB to distribute to their friends on a "try it before
          you buy it" basis.  In this Registration section, we even
          provide the means of making that copy, along with ways to
          register your copy.
          
          P Print a Registration Form
          ---------------------------
              This section prints a regristration form with your name and
          purchase information on it.  The requested information is the
          sort you would enter on any mail-order form.
          
            Register in the name of -- This is the name that will appear on
          the Opening Menu, and on all reports.  Type it exactly as you
          want it to appear, capitalizing as appropriate. This can be your
          name, or the name of the organization for which you will use
          FRB.
          
            My Name -- This is your name, the person who should receive
          the registration package.
          
            Organization Name, if any -- The name of the organization which
          will be using FRB.
          
            Mailing Address -- Where you want your package sent.
          
            Phone Number -- Phone number and extension, plus whether this
          number is for home, office, whatever.  We don't have to have a
          phone number for you, but it can be helpful if we need to return
          your communication.  You have our word that this number will not
          be used for sales calls, or given to anyone else.
          
            Preferred disk size -- If you're not sure what disk size and
          density you need, here are some clues: with 5" floppies, there
          is usually a reinforcing ring around the hub on low-density
          disks, and not on high-density ones.  For 3" disks, it's
          easier: on the side opposite from the metal slide, you will find
          at least one square notch.  One notch means the disk is low



                                      - 43 -
          density, two indicates a high density disk.     ----   If you
          are not sure about the density you need, here's how to make
          absolutely sure:  format a disk (type: FORMAT A: at the DOS
          prompt, or B: if you're using drive B).  When it has finished
          formatting, the computer will tell you how many bytes there are
          in "total disk space".  That will tell you what type of disk
          drive you have:
          
                      Low density     High density
              5 1/4"  360,000+        1,200,000+
              3 1/2"  720,000+        1,440,000+ 
                  
              If you're still not sure, don't worry about it.  Just tell us
          which inch size, and we'll send the low-density disks, which can
          be read by high-density drives.
          
            Payment method -- If you enter C for Check, then the cursor
          will bypass the credit card number field.  If you are paying by
          Mastercard or Visa, please record your account number and
          expiration date.
          
            Missouri sales tax -- If you are not a resident of Missouri,
          press 1. If you are a Missouri resident, and can include an
          exemption certificate, press 2; otherwise, press 3 and we'll
          have to collect $2.99 from you to send to the state government.
          
            Finally, you will be asked if your printer is ready.  When you
          say Yes, it will print your form.  Please mail it in to the
          address on the form, or fax it (to 417-256-6370), or call us at
          800-880-3454, and, as they say, "have your credit card handy".
          
          
          W - Why You Should Register
          -------------------------
            Pressing W will bring up a list of good reasons to register and
          pay for your shareware copy of FRB.  Some of the more important
          include:
          
          *  It's the moral thing to do.      Using shareware without 
          *  It's the legal thing to do.      paying for it is stealing!
          
          *  You'll get the newest version -- either right away, if the
          version you have is outdated; or you'll automatically get the
          next update.
          
          *  You'll get the printed manual -- better than the manual-on-
          disk, and it has an index.
          
          *  You'll get a copy of "Tending Your Donor Garden", our booklet
          full of successful tips and techniques for fundraising
          (especially good for beginners).

          

                                      - 44 -
          *  The registration reminder messages will no longer pop up.
 
          *  You'll be able to choose your own screen colors, turn off the 
          hint lines, and have access to a pop-up calculator.
          
              Press W for a more detailed discussion of all of these
          issues and others.

          
          H - How to Register
          -------------------
            This section tells you all the different ways you can
          register.  If you live outside the U.S., then this is an
          especially important section for you.  It lists the acceptable
          forms of payment (money orders, cash, bank transfers, etc) and
          all the different ways that you can reach us.

          
          C - Copies
          ----------
            This menu choice will help you to put a copy of the FundRaiser
          Basic program, the Help screens and the manual (if there is a
          copy of it in the FRB directory) on a high-density disk.  Don't
          bother formatting the disk first; FRB will do that for you.
          
            Remember to tell the friend you're making this copy for that it
          is a "try it before you buy it" copy (not pirated!) -- that it
          is not free, but that it does have an incredibly low price!
          
          
          S - The Shareware Concept
          -------------------------
            This section explains the concept behind shareware.  Not to be
          confused with "freeware", shareware is copyrighted, just like
          software you buy off the shelf; but you get to try it before you
          pay for it.  If you don't like it, or don't use it, throw it
          away, and don't pay for it.  But if you do, please honor the
          work of the programmer, and pay for it.  Shareware is based on
          faith in your honesty.  It is a system which we like a lot, as
          it lets us keep our costs down, and pass those savings along to
          you in the form of a very low price for FRB.  Please do press S,
          and read more about how shareware works.












                                      - 45 -
          F - The FundRaiser Family of Programs
          -------------------------------------
            As your fundraising skills and needs grow, you won't outgrow
          your fundraising software.  And the family of FundRaiser
          products makes it easy to expand your abilities and your
          fundraising totals.
          
            FRB is the baby of the family.  FundRaiser Jr. and FundRaiser
          Professional are its older siblings.  Upgrading is easy; your
          data remains intact; the screens will look familiar, and we have
          easy payment plans, with no interest charged.  When you can see
          that you're about ready to outgrow FRB, call our toll-free sales
          number at 800-880-3454, and ask for a free brochure and demo of
          Jr. and Professional.  Be sure to say that you're an FRB user.
          
            In the meantime, and just to whet your appetite, here's a short
          listing of some of their many additional features:
          
          General:
            *  password protection          *  Tickler reminder system
            *  full printer control         *  more reports, labels
            *  multiple printers, print to  *  user-definable reports
                text files                  *  print postal barcodes
            *  function key macro language  *  bulk mail facilities
            *  import/export capabilities   *  control of defaults, 
                                                    toggles, colors
            *  Compartments: keep different sets of data separate from 
                             each other
            *  many more form letter functions, including IF/ELSE 
               statements
            *  integration with US Postal Service NCOA (change of address) 
               system
          
          Names Screen:
            *  more data can be recorded    *  Alternate Addresses
            *  Giving statistics            *  Relations to other donors
            *  unlimited Category Codes     *  single mail-merge letters
            *  more Search options          *  print labels, envelopes
            *  "Spare Fields" for data that is unique to your organization
          
          Contributions:
            *  Membership features          *  Pledge features
            *  Gift Notes                   *  Purpose, Fund, Period, Misc
            *  Choose from multiple         *  Mergeable data for form ltrs
                    thank-you letters
          
          Related Groupings (sorting):
            *  Like the Criteria Selection Screen in FRB, but more powerful
            *  Define a group once, then "freshen" it whenever needed.
          
          Do take time to press F and see more details about the FundRaiser
          family.
          

                                      - 46 -
                                 Customization Menu
                                 ------------------
          From this menu, you establish various program preferences.

                                 
          <C>  Colors.  Here you can change the colors that FundRaiser
               Basic uses to paint the screens.  If you're tired of the
               same old green and blue default combination, here's your 
               chance to change it to whatever you want.

          <H>  Set Level for Help & Hint Lines.  Hint Lines are those 
               little 2-line helpful hints that you find throughout 
               FundRaiser.  It also includes such things as the hint in 
               the Names Screen about what a highlighted menu choice is, 
               and the initial Novice Mode reminder notice.
                 After a while, you'll find that you don't need (or want) 
               the initial reminder notice.  You can turn it off by
               toggling to Intermediate mode.  If you don't want the hint
               lines any more, you can toggle them off, too, by changing
               to Experienced.  Of course, if you have a volunteer coming 
               to help you out, you will want to toggle back to Novice
               temporarily.
                 Press <H> to toggle through the three modes.
               
          <P>  Select Printer Type.  This is identical to the same menu 
               choice as displayed in the Printing Menu.

          <D>  Select Date Format.  There are several international styles
               in which dates are presented, some with the day first, some 
               with the year first, and some with the month first.  With
               this menu choice, you can choose the format that best fits
               your culture.

          <T>  Select Telephone Number Format.  There are two formats
               available:  North American and Open.  The North American
               version contains an area code and 7-digit phone number
               followed by up to 7 characters in text for an extension 
               number or note.  The Open version was included to
               accomodate the many different international formats, and
               allows up to 20 characters in any configuration.














                                      - 47 -
          <Y>  Define Current Year.  FundRaiser Basic maintains each
               donor's Year-to-Date giving totals in the Names Screen. 
               That "year" is defined by a date range that you enter
               here.  It is usually the current calendar year (January
               through December), but you may redefine it to be any
               period that you wish.
                 The ability to re-define the year is helpful in at least 
               two different ways:
                 1) for those whose fiscal year is not the same as a 
                    calendar year, and who need to keep track of donations 
                    on that basis.
                 2) If you need to print a report based on a previous 
                    period (perhaps a listing of donors who gave $100 or 
                    more during the period July 93 through June 94), you 
                    can temporarily change this date range to that time 
                    period, and then change it back when you're done.


          <A>  Automatic Duplicate Checking.  FundRaiser automatically 
               checks your entries in the Names Screen to see if it is
               a duplicate of another entry.  It checks after you press
               Enter on the Searchable Last Name, and it checks by 
               address after you press Enter on the State code.  Some 
               people, with older computers, experience a lengthy wait,
               especially when FundRaiser dupechecks the address.  If
               you are unconcerned about duplicates, and want to turn 
               this feature off, here is the place to do it.



























                                      - 48 -

                            Importing Your Mailing List
                            ---------------------------

            If you have an existing mailing list on your computer (in a
          database management program or mailing list program, for
          instance), there is a very good chance that it can be imported
          into FundRaiser Basic.  The process of converting data from one
          format to another can be a little tricky, but with a little care
          and thought, you should be able to accomplish it.
          
            The first step is to make a backup of your FundRaiser Basic
          data.  Absolutely!  Don't start the import process without first
          making a backup -- if the import process doesn't work properly,
          your existing data file will be unusable. With a backup, you
          will be able to restore it to its original condition and try
          again.
          
            The second step is to export your data into a file that uses
          one of the two standard formats that FundRaiser can read.  These
          two formats, dBase III and ASCII comma delimited, are the two
          most widely used formats for PC's and should be available as an
          Exporting option on your database or list program.  If you have
          a choice between the two formats, choose dBase III.  (How
          exporting works varies widely from program to program, so
          consult the manual, ask an experienced friend, or call the
          program's tech support staff for assistance.)
          
             If your program does not have an Exporting option, then
             the data may already be recorded in one of the two
             standard formats, and need not be exported.  You may be
             able to import it directly into FRB.  It's worth a try.  
             FundRaiser will alert you if the file is not importable, 
             and no damage will have been done.
          
            Now you're ready to import into FundRaiser.  From the Opening
          Menu, press <I> to Import.
          
            The first thing FundRaiser asks for is the name of the file
          you are importing.  This must be the full filename, including
          extension.  If the file is not in the default directory (i.e.,
          \FRB), then you must specify the full path as well.  (Don't
          worry too much - if you enter it incorrectly, FRB will politely
          tell you so.)  With our suggested filename above, you would
          type:  IMPORT.TXT
          
            After you type in the file name, FundRaiser tests the file to
          see if it is a dBase III compatible file or if it is an ASCII
          file.  FundRaiser needs the file to be in dBase format for the
          next step, so if it's an ASCII file, FRB goes through a number of
          tests to make sure that the file adheres to the comma-delimited
          
          
          
                                        - 49 -

          standard, and that it can be imported without error.  FRB then
          imports the file into an intermediate dBase III file, from which
          you and FRB can go to the next step.
          
            Now you must match the individual fields (each piece of
          information, like name, address, city, etc) in your data to each
          of FundRaiser's fields.  You'll see on the screen at this point
          three browse windows.  The left one is for your incoming file,
          and the rightmost one is the FundRaiser file (MASTER.dbf).  In
          between is a window that will show the matchups between the two
          files as you specify them.
          
            Notice the prompts below the windows.  The arrows
          indicate that you can move up and down within a browse window
          by pressing the up and down cursor control keys, and move from
          window to window across the screen with the right and left
          arrow keys.
            
            In order to match one of the fields on the left (your incoming
          file) to one on the right (the FundRaiser file), use the up and
          down keys to move to the field you want to work on;  when it is
          highlighted, press Enter.  The cursor automatically moves to the
          window on the right, where you move to the field that matches
          yours, and press Enter again.  A 1 will appear to the right of
          both fields, and the matchup will appear in the center window. 
          (If you want to "unmatch" those two fields, just press Enter
          again at both of them, and the match will disappear.)
          
            It will probably help you at this point to see some actual
          data. Press F4, and you'll jump into a browse window of your
          data.  This window scrolls in all directions;  use the arrow
          keys to move to the right to see all the columns of your data. 
          Now you can see just what information is detailed in which
          columns/fields, and can better match it with the field choices
          in the right-hand window of FRB fields.  When you've gotten what
          info you need from this screen, press ESCape to exit.

                    If your file was an ASCII file, the fields
                    will have names like FIELD1, FIELD2, etc.  You
                    can change these quite simply, by highlighting
                    a field name and pressing the space bar, then 
                    typing in your new field name (Address, City, 
                    etc).  This make it simpler to match up fields.

                    Or, you could take a sheet of paper, make three 
                    columns on it, then put your old field names on
                    the left, a description of the data in them in 
                    the center, and the FRB field to match it with
                    on the right -- and use this as a reference as 
                    you complete the process on the screen.



                                        - 50 -
            If you've entered some data into FRB, you may want to see a 
          similar window for that data.  Press F5 to jump into the browse
          window for the FundRaiser file, and you'll be able to compare.

          Now let's look at each of the fields in FundRaiser, exactly what
          goes into them, and when to use them.
          
          ACCOUNT - every record in FundRaiser must have its own unique
            account number.  FundRaiser prefers to assign its own, but you 
            can import your own account numbers if you must.  If your
            numbers are not a full 6 characters long, FundRaiser will move
            them to the right and pad the beginning with 0's to fill all 
            six spaces.
          
          NAMES  (FIRST, LAST, CONTACT, MAILNAME, SALUTATION) - FundRaiser
            records a donor's name in 3 different ways:  the name for you
            to search by (FIRST, LAST), the name that goes on the mailing
            label (CONTACT or MAILNAME), and the "Dear..." of a letter
            (SALUTATION).
              In your program, you may not have the name broken out in
            these three distinct ways.  Don't worry.  FundRaiser can do
            a pretty good job of breaking a name up into its component
            parts for you!
          
              If you have a donor's full name all in one field, put it in
            FundRaiser's MAILNAME (or CONTACT if you also have a business
            name - see below).  During the importing process, FRB will 
            break out the first and last name, and build a salutation for you.  
              The only hitch in this process is when the name belongs to a
            business.  FundRaiser recognizes a name as being a business if 
            it contains one of the following words: Corp, Co, Inc, Ltd, The, 
            Of, Corporation, or Company. 
              Unfortunately, many businesses do not contain any of these 
            words;  in which cases, FundRaiser may split the Searchable First
            and Last names rather peculiarly.  This is a problem only when
            you try to Search for them;  for this reason, it's a good idea
            to review your list after importing.
              Use the List function in the Names Screen to view your list;
            if you find any odd name splits, highlight that row and press
            Enter.  This will put you into the Names Screen for that
            entry, where you can Change how the name is entered.
              When a name is recognized as a business, the whole name goes 
            into LAST, and no salutation is recorded.
          
              If the name is already broken up into first and last in your
            incoming file, but you have no mailing label equivalent, then 
            import your fields into FIRST and LAST.  If there's no entry in 
            CONTACT or MAILNAME, FundRaiser will combine FIRST and LAST
            during the importing process, and put them into MAILNAME for you.
              In either case, if you have no specific salutation name,
            FundRaiser will record it for you, based on your answer to a 
            question you'll be asked later in the process.


                                        - 51 -
              What do you do if your incoming file has fields for both a
            donor name and a business name?  Import the donor's name into
            CONTACT, and the business name into MAILNAME.  FundRaiser will 
            adjust things a bit if necessary.  If, for a particular donor, 
            there is no business name (MAILNAME), but there is a donor name 
            (CONTACT), it will move the CONTACT name down to the MAILNAME
            slot.
          
          ADDRESS LINES (SECONDARY, DELIVERY)
              If, in your incoming file, you have only one address line, 
            it should go into the DELIVERY field.  If you have two, the 
            primary line (the one to which mail is delivered) should go 
            into DELIVERY, and the other into SECONDARY.  If FundRaiser 
            finds a blank DELIVERY address line below a filled-in SECONDARY 
            line during the importing process, it will move the SECONDARY 
            line down to DELIVERY for you.
              If your incoming data has a third address line, the top-most 
            line should go into the MAILNAME field, the next into SECONDARY, 
            and the third into DELIVERY.  In this case, your donor name may 
            only go into CONTACT.
              What if the street number is recorded separately from the 
            street name in your incoming file?  No problem:  first match 
            your street number with DELIVERY, then match the street name 
            with DELIVERY, too.  You'll see that, in the center window,
            both fields are matched with DELIVERY, and that, in the right
            window, DELIVERY is followed by the number 2 instead of 1, to 
            indicate that it has two of your fields being imported into it.
          
          CITY, STATE, ZIP (Postal Code)
              Most programs record these in three distinct fields.  If,
            however, your incoming file has two or three of them in one 
            field, you should import that field into CITY.  During the
            importing process, FundRaiser is capable of breaking out the 
            city,  a two-character state/province code, and a US ZIP or 
            Canadian postal code from a combined field.  If FRB is uncertain
            about what it is seeing, it will put the imported field into the
            Notes area, and will enter a state code of "XX", making it
            easy for you to find the problem entries later (just Search 
            by address for state code "XX").
          
          
          DATE1 - This is the date that a name was first entered into the
            system.  If you do not have this date in your old program (few
            do), FundRaiser will enter the current date here during the
            importing process.
          
          HOMPHONE, OFCPHONE - If your phone numbers are in US/North
            American format (###-###-####), FundRaiser will ask if
            you want it to insert your local area code for any numbers
            that are missing an area code.  It will strip out the
            formatting characters ( specifically "()-." ), and then add
            your area code if the number is 7 digits long or if the first
            3 are blank.
          
                                        - 52 -
          DONORCODE, CATEGCODE - These two codes are used to record
            information about donors.  DONORCODE is the donor-type;  often 
            used codes are:  INDividual, BUSiness, CHUrch, etc.  CATEGCODE
            is often used indicate something about how the donor is 
            connected to your organization:  BoaRD member, VOLunteer, etc.
            These are user-defined codes, and can be used for any bits of
            data you wish to record.  
              These two codes are rarely imported, but if you maintained 
            similar codes in your previous program, you should import them
            directly into these fields.
          
          OTHER STUFF, EXCEPTIONS - If there is additional information
            that you would like to import for which FundRaiser has no
            equivalent, you should probably import it into Notes.  
          
              You may import up to 9 fields into a single field, and you 
            may import a single field into up to 9 different FundRaiser 
            fields.
          
          
              Once you have all your fields matched up, press F10 to begin
            the importing process.  You will be presented with a screen of
            up to four questions for you to answer:
          
          CAPITALIZE - If your names and addresses in your incoming file 
            are in UPPER case, you may want to have FundRaiser Basic change 
            that to upper-and-lower case (that often looks better on a
            mailing label and in a letter, for instance).  It does a pretty 
            good job of capitalizing names, business names, and addresses,
            but does have a problem with names beginning with Mac (it's 
            hard to differentiate between MacHinery and Machinery) - you'll 
            need to search for, and manually correct them.
              Of course, if your names are already properly capitalized, 
            then you should leave them as is.
          
          SALUTATION - If you have not explicitly imported a salutation
            name, FundRaiser will offer to fill that field for you, with 
            either the first name or last name of your donor.  In all cases, 
            if it knows that an entry is for a business (with no CONTACT 
            name), it will not record a salutation at all.  Your choices
            here are:
            1) In this case, FRB will enter the donor's first name as the
               salutation.  In cases where it has no first name, it will
               look to see if there is a title like "Mr and Mrs" or "Dr" 
               or "Rev".  If there is such a title, it will add that to the 
               last name and use that for the salutation.
            2) This option never uses the first name.  It only enters
               a salutation if it has both a title and a last name.
            3) With this choice, it leave the salutation blank.
          
          
          
          
          
                                        - 53 -
          AREA CODE - If you are importing phone numbers, and you are
            using the US/North American telephone format, you can have
            FundRaiser fill in any blank area code with your local area
            code.
          
          CITY - If you are importing into CITY (and most people do), you 
            will be asked if your city field also contains the State and 
            Postal codes.  If you say Yes, then FundRaiser will attempt to 
            break it into two or three separate components.  If it has any
            difficulty, it will record the full original field in the
            donor's Notes, and change the state code to "XX".
          
          
            When you have answered these questions, the actual importing 
          process will begin;  after it is completed you will be reminded 
          to review your list.  




































  
  
                                        - 54 -
                                           Exporting
                                           ---------

              Sometimes it is desirable to do something with your
          FundRaiser list outside the FundRaiser program.  It may be to
          merge it with a form letter in a word processor, to provide the
          list to another nonprofit agency, or to a service bureau.
          When you export, you answer four questions:  what, how, where
          and who.

            The What:  Which export style do you want?  This question 
          determines what information will be included in the exported
          file.  If one of the first three styles does not include the
          information you need, you should choose the fourth choice, which
          contains all information except the gift list.
            Choice <F> is contained in two separate files that are linked
          by the donors' account number.  Linking the two files requires a
          level of expertise that you would expect from a programmer or a 
          "power user".  It contains ALL data, including all gifts.  You
          would probably only use this choice if you are exporting your
          data to another donor management program.

            The How:  What export file type do you want?  The data can be
          formatted using any of three industry standards.  The most
          commonly used file type is choice <C>, comma delimited ASCII
          text files.  You should check the program or the office that
          will be receiving this file to see what it/they can handle or
          prefer.

            The Where:  Where do you want the file(s) to be exported to?
          The file will be called FRBNAMES.TXT (or DBF if the dBase format
          was chosen).  What you need to do here is tell FundRaiser where
          the file should be placed.  If it is going on a floppy disk,
          you should enter A:\ or B:\.  Otherwise, specify the complete
          path.  If you want it to stay in FRB's own directory, leave this
          field blank.  By the way, if you are exporting to a floppy, put
          the floppy in before you press enter.  That's because FundRaiser
          first checks to make sure it can write a file to that path.

            The Who:  After you answer the first 3 questions, you will be
          taken to the Criteria Selection screen.  This is exactly the
          same one you use when printing Appeals Letters, Labels, or Names
          Listings through the Printing Menu.  Refer to page 32 in this 
          manual for a detailed description of this section.

            When FundRaiser has finished exporting, it will give you the 
          opportunity to print the file specifications.  This contains a
          listing of the fields in the order in which they appear in the 
          exported file(s).  This sheet can be very helpful when it comes
          time to import the data into another program.


            

                              - 55 -
                                         Form Letters
                                         ------------
          
          
              Form letters are dear to the heart of most experienced
          fundraisers.  A polished appeal letter that tugs at a prospect's
          heart and a thank-you letter that makes a donor feel good all
          the way through . . .  these are the epitome of a fundraiser's
          craft.
          
            Part of what makes for a successful form letter is
          personalization. The more you can write into a thank-you letter
          that shows you've really noticed their gift and appreciate it,
          the better they will feel about having given, and the more
          likely they are to give again.
          
            And the same is true of appeals letters to prospects. 
          Unfortunately, you rarely know much about a prospect until they
          have communicated with you, usually by the act of giving.  But
          if you at least know their name, and can address a letter
          directly to them (instead of "Dear Friend"), your relationship
          with them gets off to a good start.  
          
            The more personal you can make each letter, the more effective
          it will be.  This is an absolute, proven fact of fundraising.
          
            FundRaiser Basic has the tools you need to start writing your
          own personalized letters.  It's a beginner's toolbox, but has
          the basics. (When you're ready for more sophisticated tools,
          FundRaiser Jr. and FundRaiser Professional are available; and
          you'll likely need their "power tools" in other areas as well by
          then.)
          
            Data is inserted into the text of form letters with two
          mechanisms:  fields, and functions.  Fields are the raw data
          you've typed into each entry block in the Names Screen. 
          Functions are mechanisms which intercept that data, and tailor
          it in some way before inserting it into the letter.
          
              A good example is the ADDRESSEE() function, which inserts the
          mailing label information from the Names Screen into the address
          block (usually) of a letter.  If you specified each individual
          entry block from the Names Screen, two things would happen:
          first, it would take more typing to actually enter the name of
          each block; and second, if one of those entry blocks, like the
          Secondary Address, was blank, there would be a blank line in the
          middle of the address when it was inserted into the letter.  The
          ADDRESSEE() function sees the blank line and eliminates it, so
          that the address block looks normal.  The same data is contained
          in both a field and a function, but the function has tailored
          the data to fit properly into the letter.
          


                                      - 56 -
            Another example is SALUTATION().  This function inserts the
          "Dear..." name into a letter.  But if there is no name recorded
          in a person's "Dear..." entry block in the Names Screen, it
          inserts the word "Friend", or any other word or phrase that you
          specify.  
          
            Functions always have parentheses after them.  Sometimes there
          is something inside the parentheses, sometimes not.  Fields
          never have the parentheses.
          
            The way you tell FRB that something you have typed is a
          mail-merge field or function is to surround it with
          double-backslashes, like this:
            \\ADDRESSEE()\\.  
            
              Neither the backslashed nor the function name will be
          printed; instead, data will be inserted where you've typed them
          in the text of your letter.
          
            The following pages describe each of FRB's merge functions in
          detail. Following those is a listing of all the fields which may
          be used to mail-merge data.
          































                                      - 57 -
          ADDRESSEE()
          -----------
          
           Syntax:  \\ADDRESSEE()\\
          
           
             Type:  Character
          
          
            Usage:  This Function is used to produce the address portion at
                    the top of a letter.  
          
          
          Returns:  The complete mailing address as displayed within the
                    mailing label box in the Names screen.  Any blank lines 
                    are skipped when printing.
          
          
          Example:  \\ADDRESSEE()\\
          
                    Dear Friend, 
                    ...............................................
          
                    John Smith 
                    123 Appian Way 
                    West Alamos, CO 66666
          
                    Dear Friend,
          

























                                      - 58 -
          GIFTAMT()                            
          ---------
          
           Syntax:  \\GIFTAMT()\\   
          
          
             Type:  Numeric
          
          
            Usage:  Most commonly used in Thank-you letters to thank the
                    donor for the specific amount given.  If used in other 
                    correspondence, the LAST contribution given by the 
                    donor will be used.
          
          
          Returns:  The amount of the contribution
          
          
          Example:  Thank you for your recent gift of $\\GIFTAMT()\\.  
                    ....................
                    Thank you for your recent gift of $20.00.
          
































                                      - 59 -
          GIFTDATE()
          ----------
          
           Syntax:  \\GIFTDATE()\\
          
          
             Type:  Date
          
          
            Usage:  Most commonly used in Thank-you letters, to let the
                    donor know the date of receipt.  If used in other 
                    correspondence, the date of the LAST contribution 
                    given by the person will be used.
          
          
          Returns:  The date, in text form, of the contribution; for 
                    instance:  March 1, 1993
          
          
          
          Example:  Thank you for your recent gift, which we received on
                    \\GIFTDATE()\\.
                    ..................
          
                    Thank you for your recent gift, which we received on 
                    March 1, 1993.
          
          


























                                      - 60 -
          GIFTLIST( <year> )
          ------------------

           Syntax:  \\GIFTLIST()\\  or  \\GIFTLIST( #### )\\


             Type:  List


            Usage:  This Function is used primary at the end of the tax
                    year to list all the donations that a donor has given
                    that year.  It can be placed at the bottom of a
                    letter, allowing you to thank them for their help 
                    over the past year.


          Returns:  This function produces a list of donations.  If a
                    year is entered between the parentheses, then it only
                    includes the donations given that year;  otherwise, it
                    includes the donor's entire giving history.


       Parameters:  <year>  optional.


          Example:  \\GIFTLIST()\\
                    ....................
                    Record of Previous Donations
                    ----------------------------
                               100.00   12/17/95
                                20.00   10/13/95
                                20.00   12/05/94
                                40.00   07/13/94
                              -------   --------
                               180.00   Total

                    \\GIFTLIST(1995)\\
                    ....................
                    Record of Donations for 1995
                    ----------------------------
                               100.00   12/17/95
                                20.00   10/13/95
                              -------   --------
                               120.00   Total










                                      - 61 -
          SALUTATION( <"text"> )
          ----------------------
          
           Syntax:  \\SALUTATION(   <"text">   )\\
          
          
             Type:  Character
          
          
            Usage:  In the salutation of a letter
          
          
          Returns:  This Function uses the field SALUTATION, unless that
                    field is blank, in which case it inserts the <"text"> 
                    given.  If no <"text"> is given, and the SALUTATION 
                    field is blank, the default "Friend" is inserted.
          
          
       Parameters:  <"text">    any text to be used in case of a blank 
                                SALUTATION field.  DEFAULT = "Friend"
          
          
          Example:  Dear \\SALUTATION("Donor")\\, 
                    .................................
          
                    Dear Fred,     (if SALUTATION field has "Fred" entered)
                      or
                    Dear Donor,    (if SALUTATION field is blank)
          
          
                    Dear \\SALUTATION()\\, 
                    ................................
          
                    Dear Fred,      (if SALUTATION field has "Fred" entered)
                      or
                    Dear Friend,    (if SALUTATION field is blank)
          
          
















                                      - 62 -
          TODAY()
          -------
          
           Syntax:  \\TODAY()\\
          
          
             Type:  Character, Date
          
          
            Usage:  In letters, to place the current date in the form of
                    March 1, 1993
          
          
          Returns:  The current date, in text format, as recognized by your
                    computer system, at the time of printing.  NOTE:  If 
                    the computer SYSTEM DATE is not correct, this 
                    Function's resulting date will be incorrect as well.
          
          
          
          Example:                  \\TODAY()\\
                   ........................................
          
                                    March 1, 1993    (the current date)
          





























                                      - 63 -
                                       Mail-Merge Fields
                                       -----------------
          
          
            If you need to print data that the five functions do not
          provide, you can use any of the following fields.  As with
          functions, surround them with double backslashes -- but do not
          put a parentheses after the field name.
          
            These fields are not likely to be of more than occasional use
          to you in form letters; however, you may wish to create "form
          reports": special use form letters which you print through the
          Appeals Letters section, but which are set up only to display
          all or any of the following data, one name per page.  These can
          be handy references to take with you when making a personal
          visit to a major donor, for instance.
          
          ACCOUNT     The account number assigned by FRB to each name.
          FIRST       The Searchable first name.
          LAST        The Searchable last name.
          CONTACT     The first line of the label area.
          MAILNAME    The second line of the label area; the mailing name.
          SECONDARY   The third line of the label area; the secondary address.
          DELIVERY    The fourth line of the label area; the primary address.
          CITY        The city name of the label.
          STATE       The state code.
          ZIP         The postal code, including the hyphen after the 5th                   number, if any.
          SALUTATION  The "Dear. . ." name.
          DATE1       The "first entered" date.
          HOMPHONE    Home phone number
          OFCPHONE    Office phone number
          DONORCODE   Donor Type code.
          CATEGCODE   Category code.
          ALLTIME     The "Total Given", ever, by this donor.
          YEARTODT    The "Year to Date" total given by donor.
          LASTAMT     The "Amount of Last Gift".
          LASTDATE    The "Date of Last Gift".
          NOTES       The text in the Notes.
          
            The following fields refer to the entry blocks in the Giving
          History window.  Note that all fields are preceded by the name
          of the database in which they are found, plus an arrow (formed
          by the hyphen and the greater-than sign).  If you neglect to
          type in: GIFTS-> before the field name, the program will assume
          that the field is in the Master database, which these are not. 
          The GIFTS-> tells the program where to look for the data you
          want.
          
            These fields may be reliably used only in thank-you letters, in
          which case they will refer to the contribution for which you are
          thanking the donor.  If used in an Appeals letter, you must
          first use either the GIFTAMT() or GIFTDATE() function to point
          to the donor's most recent contribution.


                                      - 64 -
          GIFTS->AMOUNT      The amount of the gift.  Same as GIFTAMT().
          GIFTS->DATEGIVEN   The date you entered as the date of the gift.  
                              Same as GIFTDATE().
          GIFTS->SOURCE      The source code.
          GIFTS->LETTER      The "Send Ltr?" entry block.
          GIFTS->DT_ENTRY    The date you recorded the gift. (recorded 
                              automatically by the program)
                                            













































                                      - 65 -
                              Error Messages and Troubleshooting
                              ----------------------------------
          
              Errors can, and do, happen in all computer programs. 
          Although even the best programs can have latent errors waiting
          to occur, most errors are caused by problems outside the control
          of the program itself, like hardware malfunctions, bad bits in
          the data, memory conflicts, etc.
          
            FRB has an error handling system that traps most errors as they
          occur. It gives you a short message in a box on the screen, and
          then logs the nature of the error to disk, and returns you to
          the Opening Menu.  We've tried to catch the most common ones,
          and give you a warning message before an error occurs, or to
          explain what to do to correct the error; but we can't, of
          course, anticipate every situation.
          
            The most common error messages are given below:
          
          A database/index error has been detected 
          ---------------------------------------- 
              This error comes with the admonition to run File Maintenance,
          which you do from the Opening Menu. Normally this error occurs
          because an index file has gotten out of sync with its database
          file.  Read the section on File Maintenance in this manual while
          you are running File Maintenance.
          
              If you continue to get this error even after running File
          Maintenance several times, then you may have a more serious
          problem.  First, read the section on CHKDSK and follow the
          instructions there.  Then re-run File Maintenance.  If that
          doesn't fix the problem, read the section below for DBFNTX/1020
          errors.
          
          
          DBFNTX/1001-1003    (unable to open the specified file)
          ----------------
              These could be caused by the file not existing at all, not
          existing in the default FRB directory, or your not having Rights
          to the file if on a network.  Use the DIR command, from the DOS
          prompt, to determine if the file exists in the \FRB
          sub-directory.
          
          
          DBFNTX/1104-1106    (unable to create the specified file)
          DBFNTX/1011         (write error)
          ----------------
              These could be caused by there not being enough room on the
          disk for the file to be created, by it being ATTRIB'd Read Only
          (see your DOS manual), or your not having rights to the file if
          on a network.
          
          

                                      - 66 -
          DBFNTX/1010         (unable to read the specified file)
          -----------
              This could be caused by a floppy disk not being seated
          properly; by a bad spot on the hard disk; or by a break in a
          network connection.
          
          
          DBFNTX/1020         (data type error)
          DBFNTX/1021         (data width error)
          -----------
              Unless someone has been tinkering with the databases with a
          program like dBase III or Alpha Four, these are invariably
          cuased by a damaged database file.  This can sometimes be fixed
          with a dBase III file correcting program (like dSalvage from
          ComTech Publishing in Reno, NV), but you should also be looking
          for your most recent backup -- you may need it even if the
          problem appears to be fixed.
            Be sure to read the section on CHKDSK for related information.
            You should always flip through your data and spot-check recent
          contribution entries to make sure that all your data is still
          intact after it has been fixed.
          
          
          any 5300 series error 
          ---------------------
              Any error in the 5300 range indicates that you are running
          out of conventional memory.
          
          
              There is a type of error that FRB cannot trap.  It is called
          an "unrecoverable error" because the program cannot proceed any
          further. Sometimes it is not even able to display the usual
          error box.  It may only be able to display a single line about
          the error.  These are normally caused by memory problems.
          
            If your computer "locks up" -- it simply ceases to function,
          gives no error message, and the keyboard does nothing -- your
          only option is to reboot.  In worst cases, you must turn your
          computer off and then on again.  A problem like this is usually
          caused by one of two things: static electricity (normally a
          problem only in winter), or a memory problem. But, a lockup that
          occurs often can be caused by any number of strange combinations
          of things, including even a slow hard disk controller card, or
          network card, in a fast computer (try running your computer in
          non-Turbo mode or with "one wait state" to test this
          possibility).
          







                                      - 67 -
           Any other errors could be caused by a number of factors: 
          memory conflicts, interrupt conflicts, disk errors, static
          electricity, incorrect use of Windows or DOS, or even (but not
          likely) an actual bug in FRB.  We suggest that you look through
          the sections in this manual on CHKDSK, and Windows, if you are 
          running FRB through Windows.
          
            If you are unable to ascertain the cause of your error, we may
          be able to find it for you.  Because FRB records not only the
          nature of the error, but also the condition of the program at
          the time of the error, there is a good chance that we can
          identify the source of the problem from the error log and some
          other information we will ask you for.
          
            We suggest you take one of the following three courses of
          action.  All the following steps are performed from the DOS
          prompt.
          
          
          Course of Action #1
          -------------------
          
          1)  Type up a brief description of what you were doing when the
              error occured.  Be as thorough as possible.  On this page, 
              also put your name, address, phone number(s), and times when 
              you can be reached (at each number).  If you can be reached 
              by fax, Internet, or CompuServe include those number(s).
          
          2)  Print the error log.  Type: COPY \FRB\ERROR.$$$ PRN and press 
              Enter.
          
          3)  Print other diagnostic information.  Perform one of these two 
              steps:
              a)  Type: MSD /P \FRB\DIAG.TXT and press Enter.
                  If DOS reports "Bad command or file name", then you do
                  not have a copy of this program, which comes with 
                  Windows, and perhaps with newer versions of DOS.
              b)  If you are using DOS version 5 or higher, 
                  type: MEM /D > \FRB\DIAG.TXT and press Enter.
          
              Print the report by typing: COPY \FRB\DIAG.TXT PRN and 
              pressing Enter.
          
          4)  If you did not perform step 2a above (the MSD report), then
              print the two "boot" files by performing these next two 
              steps:
          
              a)  type: COPY \CONFIG.SYS PRN   and press Enter.
              b)  type: COPY \AUTOEXEC.BAT PRN and press Enter.
          




                                      - 68 -
          5)  Give us a picture of the condition of your hard disk:
              a)  type: CHKDSK /F  and press Enter.  (If you should be
                  asked a question, see the section in this manual on 
                  CHKDSK.)
              b)  While the screen still displays the information, press 
                  the PrtSc (Print-Screen) key to print a copy of the 
                  screen.
            
          6)  Either:
              a)  Fax the first page of the error log plus your description
                  to us; or
              b)  Mail everything to us.
          
          
          Course of Action #2
          -------------------
          1)  Follow steps 1 through 5 above.
          
          2)  Make a DOS backup of your entire FRB directory.  (See the
              section in this manual on making Backups..)
          
          3)  Mail it all to us.  We will, of course, respect the
              confidentiality of your data.
          
          
          Course of Action #3
          -------------------
            Call in a local professional who is familiar with dBase,
          Clipper, or Fox.
          
























                                      - 69 -
                                          Miscellaneous
                                          -------------
          
          This section contains information on a variety of topics:
                  Disk Errors and Fragmented Files
                  Backing Up
                  Running FRB under Windows
                  Running FRB from a floppy disk
                  dBase Compatibility
          
          
          Disk Errors and Fragmented Files
          --------------------------------
            FundRaiser Basic is in a class of software (which includes
          most database programs) that can really put a hard disk and DOS
          through their paces.  In the worst case, it is possible for DOS
          to lose pieces of your files.  Fortunately, there are steps you
          can take to make it easier on both, to prevent problems from
          occurring, and to correct those problems if they should happen. 
          Unfortunately, it is beyond the scope of this manual to go into
          all the possible scenarios surrounding all the causes and which
          steps to take when.  So, instead, we are going to give you a few
          suggested guidelines.
          
          DO's
          ----
            1.  Run the DOS command, CHKDSK or SCANDISK,  at least weekly,
          in order to find any disk errors early, before they have a chance 
          to cause real problems. See below for instructions.  You should 
          also run File Maintenance often. See the section in this manual 
          on that subject.
          
            2.  If you ever get a FundRaiser error relating to a file, or
          if there is a power outage, or if the computer locks up while
          you are running any program, immediately run CHKDSK or SCANDISK
          per the instructions below.  Then run File Maintenance.
          
            3.  If you own a disk compacting or defragmenting program, 
          (such as SpeeDisk, contained in the Norton Utilities), run it on 
          a weekly basis, after running CHKDSK or SCANDISK.  If you don't 
          own such a program, we suggest you obtain one.
          
          
          DON'T
          -----
            Never turn the computer off without first exiting FundRaiser. 
          If you suspect that someone else has done this, run CHKDSK or
          SCANDISK per the instructions below, and then run File 
          Maintenance.
          




                                      - 70 -
          Running CHKDSK or SCANDISK
          --------------------------
            These two programs come with DOS - so, everyone has a copy. 
          SCANDISK replaced CHKDSK with DOS version 6.

            We suggest that you run CHKDSK/SCANDISK every day.  Some people 
          even put it in their AUTOEXEC.BAT file, so that it gets run every 
          time they turn their computer on.

          CHKDSK:
            From the DOS prompt, type: CHKDSK, and press Enter.  This will
          display a status report about your disk (don't worry about any
          "bad sectors" it reports _ they're already taken care of).  If
          you have a disk error, it will first report the error.  (In some
          cases it will also ask if you wish to "Convert lost chains to
          files?".  Press N to not fix the disk error now.)  

          SCANDISK:
            From the DOS prompt, type: SCANDISK, and press Enter.  The
          program will then thoroughly check your hard disk, looking for
          errors or abnormalities.  If it finds one, you should let it fix
          it for you.  It generally asks you to create an "Undo" disk. 
          Hold on to that disk for a month or so, just in case, but you'll
          probably never need it.
            A second phase of ScanDisk checks the surface of your hard
          disk.  You need not do this every time - once every 3 or 4 times 
          will be more than sufficient.
          
            If either program reports any errors, we suggest that you 
          contact a local professional to help you decide what to do.  You 
          can tell him/her that it has been our experience that as far as
          FundRaiser is concerned, in more than 90% of the cases, only the
          index files are involved.  Since these files contain no actual
          data, and are automatically rebuilt through File Maintenance,
          they need not be converted to files, and need not be saved.
          
            If you're wondering what causes this kind of disk error, the
          answer is often someone turning the computer off while still in
          FRB (or a power outage while you're working).  It can also be
          caused, we believe, by heavily fragmented files.
          
          Fragmented Files
          ----------------
            A file on disk is composed of many small pieces all strung
          together in a chain.  If these pieces are scattered across the
          surface of the disk, then it can cause a great deal of wear and
          tear on the disk heads as they jump around locating each piece. 
          If, on the other hand, the pieces are all together, then it's
          not only easier on the disk, but will also speed up your use of
          the program, and reduce the likelihood of disk errors.

          


                                      - 71 -
          There are two ways to de-fragment, or compact, files on your
          disk.  The fastest and easiest is to use a disk-compacting
          program, like SpeeDisk which comes with the Norton Utilities. It
          may take only a few minutes, or at worst an hour, to run.  The
          other way is to backup your entire hard disk, then delete
          everything from the disk (or re-format the disk), then restore
          all the files back on to the disk.  This could take all day to
          do!
          
            We suggest you de-fragment your hard disk at least once a year;
          but monthly or quarterly is even better.
          
          
 








































                                      - 72 -
                                        Backing Up
                                        ----------
          
            Having a backup copy of your data is not a luxury _ it is a
          necessity. Eventually, your computer will fail, or someone will
          make a horrible mistake, or something _ and your valuable data
          will be gone.  Not making regular backups can jeopardize the
          future of your organization.
          
            Now that you're properly scared, let's talk about the choices
          available for making backups.  There are three:
          
          DOS 6 (and newer) MSBACKUP
          --------------------------
            This version of DOS replaces the old BACKUP program (described
          below) with a DOS-based menu-driven system and a Windows version
          (see Tools in the File Manager) that are beyond the scope of this 
          manual to explain.  It is much faster than the old version, but 
          more complicated.  Please see your DOS manual for details.

          
          OLDER DOS BACKUP
          ----------------
            Versions of DOS before DOS 6 came with a backup progam called 
          BACKUP.  It is simple and straight-forward to use.
          
            To make a backup of your entire hard disk, assuming it is drive
          C:, and your floppy is in drive A, type:
                BACKUP  C:\*.*  A:  /S
          
            To make a backup of just the FRB directory, assuming it is
          C:\FRB, type:
                BACKUP  C:\FRB\*.*  A:
          
            To make a backup of just the data files within the FRB
          directory, type:
                BACKUP  C:\FRB\*.DB*  A:
          
            The newer versions of DOS (version 5.0 and newer) come with a
          backup program that will format a disk on the fly.  With earlier
          versions, you must have all your disks pre-formatted.  
          
            To copy backup files back to your hard disk, you must use the
          DOS Restore command.  See your DOS manual for detailed
          instructions.
          
            There are also some commercial backup programs, like FastBack,
          which will make a backup to floppies much more quickly than will
          DOS.  It may be worth looking into, because DOS is slow at
          backing up _ it could take hours to backup an entire hard disk
          to floppies with DOS!
          


                                      - 73 -
          Tape Drives
          -----------
            If the idea of spending time swapping disks in and out of the
          computer for hours doesn't appeal to you, you may want to
          investigate a tape drive. These little jewels can turn the chore
          of backing up into a half-hour task that you can start and walk
          away from.  Tape drives currently cost $200 and up, with
          high-quality name-brand drives costing around $250 from a
          mail-order house.  In addition, you can expect to spend $15-20
          per tape cartridge.  But, even the low-end drives can pack 120
          Mb of data onto a single cartridge.
          
            Tape drives come in internal (inside the computer case) and
          external models; some are easier to install than others.  They
          also come with their own software.  Consult with a local dealer
          if you're interested.
          
          
          How Often?
          ----------
            Ideally, you should make a backup every day that you use the
          computer. If that's not possible, a weekly backup is
          acceptable.  Never, under any circumstances, allow a whole month
          to go by without making a backup! 
          
            A compromise would be to make a backup of your entire hard disk
          only once every three months.  Then just backup your data, which
          will take less time and fewer disks, on the daily or weekly
          basis.  If you do this, and restore any data, you must be sure
          to run File Maintenance to rebuild indexes, because BACKUP 
          C:\FRB\*.DB*  A: does not include the index files on the backup.
          
          
          Rotation
          --------
            It's important that you have more than one backup on hand. 
          This is because when you discover a problem that requires that
          you restore something from your backup copy, you will invariably
          find that the problem was copied onto the most recent backup, so
          it's not useable.  You will then need to go to the backup from
          the day (or week) before that.
          
            If you make backups on a daily basis, the preferred rotation
          schedule uses 10 sets of floppies or tapes: four for Monday
          through Thursday, and four for the four most recent Fridays;
          plus one from each of the last two months.  Most organizations
          also like to archive an End of Year set which they put into a
          vault and save forever.
          
            A simpler method rotates through three sets on a daily basis,
          and always keeps a set on hand from each of the last two weeks.
          


                                      - 74 -
            If you make backups on a weekly basis, then you can get by with
          just two sets; but rotating through three sets would be safer.
          
          
          Absolute Safety
          ---------------
            Many people believe that older backups should be kept off-site
          in case of fire.  This is a good safeguard, but an even better
          one is to rotate backups in and out of a bank safe-deposit box. 
          These are not only fireproof, but are immune from virtually any
          other disaster, too.
          










































                                      - 75 -
                                Running FRB through Windows
                                ---------------------------
          
            FundRaiser Basic was not written specifically for the Windows
          environment.  However, like most DOS programs, it can be run as
          a "non-Windows application" from within Windows. We do not
          recommend this unless you work primarily in Windows, and find
          yourself frequently going back and forth between the two.
          
            If you must run FRB through Windows, here are our
          recommendations: you must have at least 4Mb of RAM, and run
          Windows (version 3.1) in 386-enhanced mode; you must also
          increase the number of file handles in your CONFIG.SYS
          file....the number will depend on what other programs you run
          through Windows; try increasing it to 47.  If you get a file
          error, increase it in increments of 2 until the problem goes
          away; then increase it by 2 more, for good measure.
          
            To install FRB in Windows, go to the Program Manager; open the
          Group you want to place FRB in.  Click on Program Manager's
          "File", then "New"; select "Program Item", then click on "OK".
          
            You should now find yourself in the "Program Item Properties"
          window. In the "Description" box, enter:  FundRaiser Basic.  In
          the Command Line box, enter: FRB.  In the "Working Directory"
          box, enter: C:\FRB (assuming that this is where you installed
          FundRaiser).
          
            Now click on "Change Icon".  You will be alerted that you must
          choose one from the Program Manager; click on "OK".  Scroll to
          the right to find an icon that appeals to you (most people seem
          to choose either the safe or the mailbox).  Click on the icon
          that you choose; then click on "OK". Back in the Program Item
          Properties window, click on "OK".  After a moment, you will see
          your icon installed in your selected Group.
          
            Finally, edit the PIF file: Open the "Main" Group and
          double-click on the "PIF Editor" to open it.  (The title bar
          should be (Untitled).  If not, click on File, then New.)  In the
          "Program Filename" box, enter:  FRB.EXE.  In the "Window Title"
          box, enter: FundRaiser Basic.  In the "Start-up Directory" box,
          enter:  C:\FRB (or whatever matches the Working Directory
          above).  
          
          The next six choices should be marked as follows:  
            Video Memory        must be    Text 
            Memory Requirements must be    520 Required, 640 Desired.  
            EMS Memory          should be  0 Required, 1024 Limit.  
            Display Usage       can be either choice, but most people
                                  prefer Windowed. 
            Execution           the choice is yours, but be sure that 
                                  Close Window on Exit is checked ON.  
          

                                      - 76 -
            When you're finished, click on "File", then "Save".  Under
          "File Name", enter: FRB, and click on "OK".  Close the Editor
          window.  You're now ready to start FundRaiser Basic.
          
          
          Running FRB on a Floppy
          -----------------------
            FundRaiser Basic may be run totally from a high-density floppy
          disk if desired.  You can reduce the disk requirements by over
          100k by not copying the HELP.DBF or HELP.DBT files _ copy only
          FRB.EXE to the floppy.  You won't have any help screens, but you
          will have more room for data.  This basic bare-bones system
          requires just a little over 700k of disk space.
          
          
          dBase Compatibility
          -------------------
            FundRaiser Basic uses database files that are compatible with
          dBase III Plus.  Do not even open a file with dBase IV, as I am
          told that it will re-write the file to be dBase IV compatible,
          which would make it no longer compatible with FundRaiser Basic. 
          
            You should also not use the dBase commands PACK or ZAP, as they
          are known to occasionally insert an EOF marker in the middle of
          a file.  Run File Maintenance from within FRB instead.
            
          
          
          -- end of manual --
          
          (An index is provided with the printed manual which you will
          receive upon registration.)
          





















                                      - 77 -
