Abbreviated Manual for Campaign Organizer

The information contained in this document is subject to change without notice and with no liability on the part of Campaign Enhancement Associates (hereinafter referred to as CEA) to provide notice of any such changes or updates except to legally registered owners of the software described herein.

CEA makes no warranty of any kind with regard to this material, including, but not limited to the implied warranties of merchantability and fitness for a particular purpose.

CEA shall not be liable for errors or consequential damages in connection with the furnishing, performance, or use of this material.

Products mentioned in this document are trademarks or registered trademarks of their respective owners.

Document date: 02/08/94

Screens shown in this document may not match the current version of the software due to on-going updates and improvements.

The Campaign Organizer system (CO) is a powerful, easy to use program that handles many of the details of managing a political campaign office. It tracks supporters, volunteers, contributors, event schedules and vendors. It prints your own selective telephone directories and mailing labels, and the FEC Contributions Detail Reports (Form FEC-3). It creates mail merge files for WordPerfect. It's your on-line electronic telephone directory that can always be current.

CO requires a minimum of an IBM compatible PC with DOS 3.2 or higher, 640K of RAM and a 40 megabyte hard disk with at least 3 megabytes free - it will also run quite well on a Pentium. You can start with the "boat anchor" no one wants and upgrade as your needs grow. The recommended minimum PC is an 80386 or better and a 120 megabyte or larger hard disk. CO does not support a mouse, as data entry is much faster when all functions can be performed without removing your hands from the keyboard. CO supports printers compatible with HP LaserJets and DeskJets, and those compatible with the Epson FX80.

When CO is started, it checks your computer for available resources that may be used by CO and its auxiliary programs. The results of this check are displayed briefly and will look something like this:

Memory available: 117920 bytes Running from C:\CO\ as CAMPMAN

The resource data is replaced by the user login screen which looks like this:

________________________________________________________________________________
|                                                                              |
|                                USER LOGIN                                    |
|                                                                              |
|                                                                              |
|                 Enter your initials and press RETURN ___                     |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
________________________________________________________________________________

You are then shown the main menu which looks like this:

________________________________________________________________________________
|                    Campaign Organizer       v940204                          |
|                                                                              |
|                     COMMITTEE TO ELECT GEORGE WASHINGTON                     |
|                                                                              |
|    A _ Names Database                      G _ Vendors Database              |
|                                                                              |
|    B _ Schedule Database                   M _ Media Database                |
|                                                                              |
|    C _ Contributors Database               R _ Re_index all Databases        |
|                                                                              |
|    D _ Phone Directory Search                                                |
|                                                                              |
|                                            Q _ Quit                          |
|                                                                              |
|                                                                              |
|                                                                              |
|                       Enter your choice:                                     |
|                                                                              |
________________________________________________________________________________

The "v9XXXXX" entry is the version of the program, which changes whenever the program is changed or updated. Please write the version of your program and the information about your computer on the form provided in the front of your manual. This information is required if you ever need to call the CO support number. The name of your committee is entered the first time you run the program. It is used to personalize the main menu and is required for FEC reports.

The menu selections will be covered in the following pages in the order that they appear on the menu. Most menus in CO only require that you press the letter associated with the item you wish to use. For example, pressing A at the "Enter your choice" prompt brings up the Names Main Menu:

________________________________________________________________________________
|                               Names _ Main Menu                              |
|                                                                              |
|                             A - Add new entries                              |
|                                                                              |
|                             B - Browse entries                               |
|                                                                              |
|                             C - Change an entry                              |
|                                                                              |
|                             D - Delete an entry                              |
|                                                                              |
|                             M - create Merge file for WordPerfect            |
|                                                                              |
|                             P - Print reports                                |
|                             S - Short listing browse                         |
|                             W - Wildcard search                              |
|                                                                              |
|                             Enter your choice                                |
|                           Escape for previous menu                           |
________________________________________________________________________________

We'll press A at this menu to go to the Add screen, where you enter information about a new supporter.

The Add Entry screen looks like this:

________________________________________________________________________________
|                              Names - Add Entry                               |
| Name                                               Spouse                    |
| Individual, Registered Party Official, PAC, Candidate (I/R/P/C)              |
| Street                                                                       |
| City                     State      ZIP        -      Car-Rt                 |
|                                                                              |
| Precinct                        County       Company                         |
|                                                                              |
| Phone     Home       -       Work    -         FAX       -                   |
|                                                                              |
| Committee          Title         Party       Stand    Net Contact            |
|                                                                              |
| Comments                                                                     |
|                                                                              |
| ID#             Emplr                           Occ                          |
| Region      Area      Coffee Host      Yard Sign                             |
| Pledge       Other      Door to     Fonbank     PubEvnt     StrSign          |
|                                                                              |
|                        Ofc Work     Qualify 2   Last Contact  01/01/91       |
________________________________________________________________________________
                                     Ctrl-End to save, Esc to abort                             

The name, address, and entry type (individual, PAC, etc) fields are required for FEC reports. The Qualify field is required for creating selective mailouts. All entries default to a qualification level of 2 (interested) and may be raised (volunteer work, contribution) or lowered (opponent) as appropriate for your organization. The ID# is created by CO to uniquely identify each person entered and allow tracking that person's contributions. Other fields may be used as required. These fields can be customized for your organization. Contact John Carter for pricing and availability. Most entry screens in CO have specific instructions displayed on the last one or two lines. For example, most entry screens allow you to exit work in progress without making any changes by pressing the "Esc" key and will have the words "Esc to abort" displayed at the bottom of the screen.

Pressing B at the Names Main Menu brings up the Browse choice screen. You may choose a last name (or partial last name) at which to start scanning the entries, or you may start at the beginning as shown below:

                              Names - Browse Function                           







          _____________________________________________________________         
          |                                                           |         
          |   Do you want to choose the starting point (Y/N)?  Y      |         
          |                                                           |         
          |   Enter last name:  CAR                                   |         
          |                                                           |         
          _____________________________________________________________         

Entering a partial name and pressing "Enter" will bring up the first matching name (if any) or will give you a "Retry or quit" prompt if there are no matches.

In our example there is a match:

________________________________________________________________________________
|                             Names Database - Browse                          |
| Name    John             E  Carter                 Spouse  Susan           $ |
|                                                                              |
| Street  12938 Rollingview Drive                                              |
| City    Anycity          State GA   ZIP   54321-2626  Car-Rt  8020           |
|                                                                              |
| Precinct    ANYCITY1B           County    CO   Company                       |
|                                                                              |
| Phone       Home   404   555-5170    Work  ---      -    FAX                 |
|                                                                              |
| Committee          Title  Mr.    Party       Stand    Net Contact            |
|                                                                              |
| Comments    computers, communications, office automation, programming        |
|                                                                              |
| ID# 930809190936   Emplr  CEA                      Occ  PROGRAMMER           |
| Region      Area      Coffee Host      Yard Sign                             |
| Pledge       Other      Door to     Fonbank     PubEvnt     StrSign          |
|                                                                              |
| Record       1  of          1      Ofc Work     Qualify 2  Last Cnt  08/17/93|
________________________________________________________________________________
PgDn for next, PgUp for previous, Esc to exit

This displays the information you entered via the Add screen except for the "$" to the right of the spouse's name. The "$" here indicates that this person is a contributor. This screen also has instructions at the bottom. Pressing C at the Names Main Menu brings up the Change selection screen. When changing an entry, you may select by last name or first name, either the full name (Johnson) or a partial name (Joh). If there is no match, you may try again. If there is a match, the match(es) will be displayed and you can select the correct one.

                                Names - Change Entry

          _____________________________________________________________
          |                                                           |         
          |    Choose by First name, Last name, or Quit (FLQ):        |         
          |                                                           |         
          |                                                           | 
          _____________________________________________________________

Selecting "F" or "L" at this screen brings up the next screen. You then enter the name or partial name and press "Enter".

In this example, there is only one match so you simply press "Enter" to accept it.

________________________________________________________________________________
|                                                                              |
|                              Names - Change Entry                            |
|                                                                              |
| Last name  CAR                                                               |
|                                                                              |
|                                                                              |
|      1 John           E Carter                                               |
|                                                                              |
|                                                                              |
|                   Press RETURN for this entry _                              |
|                                                                              |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
________________________________________________________________________________

Here also, there are instructions at the bottom of the screen, so you can exit at any point. The Change screen looks the same as the Add screen so it is not shown here.

Pressing "D" at the Names Main Menu brings up a sequence of screens for the Delete function. These are very similar to the Change screens.

________________________________________________________________________________
|                                                                              |
|                              Names _ Delete Entry                            |
|                                                                              |
|                                                                              |
| Last name  CAR                                                               |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
________________________________________________________________________________

________________________________________________________________________________
|                                                                              |
|                              Names _ Delete Entry                            |
|                                                                              |
|                                                                              |
| Last name  CAR                                                               |
|                                                                              |
| John           E Carter                                                      |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                   Press RETURN for this entry                                |
|                                                                              |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
________________________________________________________________________________

________________________________________________________________________________
|                              Names _ Delete Entry                            |
| Name    John             E  Carter                 Spouse  Susan             |
|                                                                              |
| Street  12938 Rollingview Drive                                              |
| City    Anycity          State GA   ZIP   54321_2626  Car_Rt  8020           |
|                                                                              |
| Precinct    ANYCITY1B           County    CO                                 |
|                                                                              |
| Phone     Home 404 555_5170    Work     _           FAX                      |
|                                                                              |
| Committee          Title  Mr.    Party       Stand    Net Contact            |
|                                                                              |
| Comments    computers, communications, office automation, programming        |
|                                                                              |
| ID # 930809190936     Emplr  CEA                   Occ  PROGRAMMER           |
| Region      Area      Coffee Host      Yard Sign                             |
| Pledge       Other      Door to     Fonbank     PubEvnt     StrSign          |
|                                                                              |
|                        Ofc Work     Qualify 2   Last Contact  08/17/93       |
________________________________________________________________________________
          Delete this record (Y/N)?                                             

If you answer anything other than "Y" at the prompt, the delete is canceled. If this person is a contributor, you will not be able to delete this entry. This ensures that all the FEC_required records are available each quarter. If this person is not a contributor, pressing "Y" will delete this entry.

Pressing "M" at the Names Main Menu brings up the Mail Merge Menu:

________________________________________________________________________________
|                             Names _ Mail Merge Menu                          |
|                                                                              |
|                             A _ All names                                    |
|                                                                              |
|                             B _ By county                                    |
|                                                                              |
|                             C _ Contributors                                 |
|                             K _ by Key in comments field                     |
|                             L _ by qualification Level                       |
|                                                                              |
|                             Z _ by ZIP code                                  |
|                                                                              |
|                                                                              |
|                             Enter your choice: _                             |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
|                                                                              |
________________________________________________________________________________

You can select the supporters to receive a mailing by any one category listed. Pressing "K" allows you to enter up to a 20 character key to be searched for in the Comments field. Depending on your needs, you may have such things as "doctor", "farmer", "real estate" or other appropriate entries in the Comments field. Selecting by Qualification allows selecting either a single level, or all levels at and above a starting point. Selecting level "3" gets all the level 3 people. Selecting level "3+" gets all level 3 and higher people.

When the desired people have been selected, the data must be converted to a format recognized by WordPerfect. You will be prompted for the floppy drive to which to write the merge file as follows:

          Converting data to WordPerfect Merge File                     
                                                                                
          Which floppy drive are you using (A/B)? a                             
                                                                                
          Insert a formatted disk in drive A: and press ENTER:                  
                                                                                
          Writing WordPerfect merge file to A:WPMERGE                           

The merge file is always written to a floppy disk to prevent filling your hard drive with forgotten files.

Pressing B at the Names Mail Merge Menu adds one line to the menu screen. You can then enter the two character county code.

                             
________________________________________________________________________________
|                             Names _ Mail Merge Menu                          |
|                                                                              |
|                             A _ All names                                    |
|                             B _ By county                                    |
|                             C _ Contributors                                 |
|                             K _ by Key in comments field                     |
|                             L _ by qualification Level                       |
|                                                                              |
|                             Z _ by ZIP code                                  |
|                                                                              |
|                                                                              |
|                             Enter the county code: __                        |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
________________________________________________________________________________

Pressing "C" at the Mail Merge Main Menu brings up the following menu:

________________________________________________________________________________
|                                                                              |
|                          Mail Merge _ Contributors                           |
|                                                                              |
|                   A _ All contributors                                       |
|                                                                              |
|                   D _ by Date (single or range)                              |
|                                                                              |
|                   F _ by Fund-raiser                                         |
|                                                                              |
|                                                                              |
|                   Your choice: _                                             |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
________________________________________________________________________________

The Date and Fund-raiser options allow you target a select group of contributors, such as sending thank you letters to all contributors at a given event.

________________________________________________________________________________
|                                                                              |
|                          Mail Merge _ Contributors                           |
|                                                                              |
|                   A _ All contributors                                       |
|                                                                              |
|                   D _ by Date (single or range)                              |
|                                                                              |
|                   F _ by Fund-raiser                                         |
|                                                                              |
|                                                                              |
|                   Your choice:  D                                            |
|         Start:  08/01/93                             End:  08/22/93          |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
|                                                                              |
________________________________________________________________________________

Pressing "R" at the Names Main Menu brings up the Report Menu. All these reports are sent to the printer. Entry "I" prints those entries with an incomplete name or address. Some of the menu selections are only valid if information has been entered in optional fields of the Add Entry screen.

________________________________________________________________________________
|                             Names _ Report Menu                              |
|                                                                              |
|                        A _ All entries, sorted by last name                  |
|                        B _ phone Bank volunteers                             |
|                        C _ Committee listing                                 |
|                        D _ Door to Door volunteers                           |
|                        G _ Grouped by county, sorted by last name            |
|                        I _ Incomplete entries                                |
|                        M _ Mailing labels                                    |
|                        P _ Phone directory                                   |
|                        Q _ Qualification list                                |
|                        V _ Volunteer cards                                   |
|                        Y _ Yard sign volunteers                              |
|                        Enter your choice                                     |
|                                                                              |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
|                                                                              |
________________________________________________________________________________

Mailing labels can be created by several criteria:

________________________________________________________________________________
|                                                                              |
|                        Names _ Mailing Label Menu                            |
|                                                                              |
|                   A _ All names                                              |
|                                                                              |
|                   B _ By qualification level                                 |
|                                                                              |
|                   C _ Committees                                             |
|                                                                              |
|                   L _ committee Leaders                                      |
|                                                                              |
|                                                                              |
|                                                                              |
|                   Enter your choice:                                         |
|                                                                              |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
|                                                                              |
________________________________________________________________________________

Pressing "W" at the Names Main Menu brings up the Wildcard Selection screen:


                              Names _ Wildcard Search                           





          _____________________________________________________________         
          |                                                           |         
          |   Search First, Last, Spouse, or Comments (F/L/S/C):  L   |         
          |                                                           |         
          |   Enter characters to search for:  COMPUT                 |         
          |                                                           |         
          _____________________________________________________________         


                              Esc for previous menu                             



All matching records are listed in the following format:

                                                                                
          Searching      1 Records for comments matching COMPUT                 
 John           E Carter              Susan          404 555_5170 2             
 computers, communications, office automation, programming      #     1         





                       Last record. Press any key to exit                       

Pressing "B" at the Main Menu brings up the Scheduler Main Menu:

________________________________________________________________________________
|                                                                              |
|                            Scheduler _ Main Menu                             |
|                                                                              |
|                        A _ Add an Event to the Schedule                      |
|                                                                              |
|                        B _ Browse Events                                     |
|                                                                              |
|                        C _ Change Info About an Event                        |
|                                                                              |
|                        D _ Delete an Event                                   |
|                                                                              |
|                        P _ Print Scheduled Events                            |
|                                                                              |
|                                                                              |
|                                                                              |
|                          Enter your choice:                                  |
|                                                                              |
|                        Escape for previous menu                              |
________________________________________________________________________________

The menu choices are similar to those of the Names menu. Pressing "A" brings up the Add Screen.

________________________________________________________________________________
|                           Scheduler _  Add Event                             |
|                                                                              |
|   Event                                                                      |
|                                                                              |
|   Location                                                                   |
|                                                                              |
|   Date  08/22/93  Time  0: 0  M   Duration  0: 0  Est. Travel Time  0: 0     |
|                                                                              |
|   Comments                                                                   |
|                                                                              |
|                               Point of Contact                               |
|                                                                              |
|    First                Last                        Phone  (   )    _        |
|                                                                              |
|    Entered By                Priority              Verified By               |
|   Release to Press (Y/N)                                                     |
|              ___________________________________________________             |
|              |  PgDn: Add another, Ctrl_End: save, Esc: abort  |             |
|              ___________________________________________________             |
________________________________________________________________________________

Events should always have a Point of Contact and should always be verified in advance. Since the candidate will have some scheduled events that are open to the media and some that are not, the "Release to Press" field should be coded appropriately. The Time, Duration, and Travel Time have varying degrees of importance at each event and should be used as needed. A speech at the Chamber of Commerce has a specific Date, Time and Duration, a day at the County Fair has a Date and possibly a Time.

Pressing "P" at the Scheduler Main Menu brings up the following screen

 _______________________________________________________________________________
 |                                                                             |
 |        Select starting date (Y/N)  Y                                        |
 |                                                                             |
 |        Start date (return for today)  08/22/93                              |
 |                                                                             |
 _______________________________________________________________________________                                                                              
                                                                                
                              Esc for previous menu                            
                                                                                

Pressing "C" at the Scheduler Main Menu brings up the following screen:

________________________________________________________________________________
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|         Enter date of event to change:    /  /                               |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
________________________________________________________________________________

If there is a matching date, the event will be displayed and following events may be paged through.

Pressing "D" at the Scheduler Main Menu brings up the following screen:

________________________________________________________________________________
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|         Enter date of event to delete:    /  /                               |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
________________________________________________________________________________

If there is a matching date, the event will be displayed and you will have the option of deleting it.

Pressing "P" at the Scheduler Main Menu brings up the following screen:

 _______________________________________________________________________________
 |                                                                             |
 |                            Scheduler _ Print Reports                        |
 |                                                                             |
 |                  Enter Start Date    /  /                                   |
 |                                                                             |
 |                  Blank date for today                                       |
 |                                                                             |
 |                  Enter End Date      /  /                                   |
 |                                                                             |
 |                  Blank date for all after start date                        |
 |                                                                             |
 |                  All events or Press list only (A/P) A                      |
 |                                                                             |
 |                            Esc for previous menu                            |
 |                                                                             |
 _______________________________________________________________________________

You can print the entries for a single date or for a range of dates. You can also choose to create a list for the media that shows only the events previously marked as OK to release to the press.

Pressing "C" at the Main Menu brings up the Contributors Main Menu

________________________________________________________________________________
|                                                                              |
|                            Contributors _ Main Menu                          |
|                                                                              |
|                             A _ Add new entries                              |
|                                                                              |
|                             B _ Browse entries                               |
|                                                                              |
|                             C _ Change an entry                              |
|                                                                              |
|                             D _ Delete an entry                              |
|                                                                              |
|                             P _ Print reports                                |
|                                                                              |
|                             U _ Update summary data                          |
|                                                                              |
|                                                                              |
|                               Enter your choice                              |
|                                                                              |
|                             Escape for previous menu                         |
________________________________________________________________________________

These entries follow the same pattern as the other menus, with a couple of exceptions. The Update entry compiles a total of contributions by election type (Primary, General, Runoff, etc) for each contributor for use in printing reports. Summary data is normally updated whenever contribution information is added or changed. The Update function is provided to ensure correct data before processing FEC reports.

The Contributions entries have an audit trail which includes the person making entries and the type of entry (add, change, delete). Access to the Contributions requires the entry of the user's initials and the type of election for which the contribution is intended.


________________________________________________________________________________
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|         Your initials  JEC                                                   |
|                                                                              |
|         Primary, General, Runoff, Special (P/G/R/S)  P                       |
|                                                                              |
|                                                                              |
________________________________________________________________________________

When you enter a person's name for adding a contribution, the name is checked against the existing supporters. If it exists, the contributions entry screen is displayed. If not, you are reminded to enter the person via the Names Add entry screen.

                                                                                

________________________________________________________________________________
|                          Contributions _ Add Entry                           |
| Name    JOHN              JONES                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                             Esc for previous menu                            |
|                                                                              |
|                                                                              |
________________________________________________________________________________










The exact name you entered is not in the NAMES database.
Please check for correct spelling and/or middle initial.
If this is a new contributor, please enter in NAMES first.

Press any key to continue...                                                    

The Contribution Add and Browse screens are the same format as the Change Screen. When making changes, you may select the Contributor by either First or Last name.


                         Contributions - Change Function                        





          _____________________________________________________________         
          |                                                           |         
          |    Choose by First name, Last name, or Quit (FLQ): L      |         
          |                                                           |         
          |                                                           |         
          |                                                           |         
          _____________________________________________________________         

When you enter your choice, you are then prompted for a name (or partial name) for which to search.


________________________________________________________________________________|                                                                              |
|                        Contributions _ Change Entry                          |
|                                                                              |
| Last name   CAR                                                              |
|                                                                              |
|                                                                              |
|      1 John           E Carter                                               |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                   Press RETURN for this entry                                |
|                                                                              |
|                            _______________________                           |
|                            |Esc for previous menu|                           |
|                            _______________________                           |
________________________________________________________________________________

If there are matches, they will be listed. If there is more than one matching name, you will be prompted for the other half (First, Last) of that name.

All contribution records for that person will be displayed, and you can select the record to be changed.

 Record    Date   Check #  Amount   
      1  08/09/93 CASH       0.01   
 Enter Record # to change      0    


The selected record will be displayed with the full information for that contribution.

________________________________________________________________________________
|                        Contributions - Change Entry                          |
| Name    John             E  Carter                                           |
| Street  12938 Rollingview Drive                                              |
| City    Anycity          State GA   ZIP   54321-2626                         |
|                                                                              |
|  Amount          0.01          Check Number  CASH         Date      08/09/93 |
|                                                                              |
|  In Kind                       Designation   P                               |
|                                                                              |
|  Fundraiser                    Produced By                                   |
|                                                                              |
|  Line                          Code                                          |
|                                                                              |
|  Transaction Number       1                                                  |
|   ______________________________________________________ ___________________ |
|   |Primary        General        Runoff         Special| |      Cash       | |
|   |    0.01          0.00           0.00           0.00| |       0.01      | |
|   |          Maximum of $1000 per election             | |$100 per campaign| |
|   ______________________________________________________ ___________________ |
________________________________________________________________________________
              PgDn for next, Ctrl-End to save, Esc to abort                     

Contributions entered in error may be deleted. The process is similar to the process of changing a contribution record. You are given the option of selecting by First or Last name.

                         Contributions - Delete Function                        

          _____________________________________________________________         
          |                                                           |         
          |    Choose by First name, Last name, or Quit (FLQ):        |         
          |                                                           |         
          |                                                           |         
          |                                                           |         
          _____________________________________________________________         

Then you are prompted for the name.

________________________________________________________________________________
|                                                                              |
|                        Contributions _ Delete Entry                          |
|                                                                              |
|                                                                              |
| Last name  CAR                                                               |
|                                                                              |
| John           E Carter                                                      |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                   Press RETURN for this entry                                |
|                                                                              |
|                            _______________________                           |
|                            |Esc for previous menu|                           |
|                            _______________________                           |
________________________________________________________________________________

The matching records are then displayed and you can select the record to delete.


      1  08/09/93 CASH       0.01                                               
 Record # to delete  1                                                          

The complete record is displayed, and you have the option of deleting it or of exiting with no change. Deletion requires confirmation by typing the complete word YES, which reduces the likelihood of accidental deletions.

________________________________________________________________________________
|                        Contributions - Delete Entry                          |
| Name    John             E  Carter                                           |
| Street  12938 Rollingview Drive                                              |
| City    Anycity          State GA   ZIP   54321-2626                         |
|                                                                              |
|  Amount          0.01          Check Number  CASH         Date      08/09/93 |
|                                                                              |
|  In Kind                       Designation   P                               |
|                                                                              |
|  Fundraiser                    Produced By                                   |
|                                                                              |
|  Line                          Code                                          |
|                                                                              |
|  Transaction Number      1                                                   |
|   ______________________________________________________ ___________________ |
|   |Primary        General        Runoff         Special| |      Cash       | |
|   |    0.01          0.00           0.00           0.00| |       0.01      | |
|   |          Maximum of $1000 per election             | |$100 per campaign| |
|   ______________________________________________________ ___________________ |
________________________________________________________________________________
 PgDn for next       Delete this entry (YES/N/Q)?                               

When you select the Report option from the Contributions Main Menu, you are shown the following menu. The FEC-3 reports print a facsimile of the FEC-3 Detail Report form.

________________________________________________________________________________
|                                                                              |
|                          Contributions - Report Menu                         |
|                                                                              |
|                   C - Contribution list sorted by check number               |
|                                                                              |
|                   F - FEC-3 reports                                          |
|                                                                              |
|                   S - Summary report (totals by person)                      |
|                                                                              |
|                   T - Totals by group                                        |
|                                                                              |
|                                                                              |
|                   Enter choice:                                              |
|                                                                              |
|                            _______________________                           |
|                            |Esc for previous menu|                           |
|                            _______________________                           |
|                                                                              |
________________________________________________________________________________

________________________________________________________________________________
|                                                                              |
|                      Generate and Print FEC-3 Form Data                      |
|                                                                              |
|                   Start date:  07/27/93                                      |
|                                                                              |
|                   End date:  08/07/93                                        |
|                                                                              |
|                   Print Over $200 or All  O                                  |
|                                                                              |
________________________________________________________________________________


                             _______________________
                             |Esc for previous menu|
                             _______________________

There is a checklist capability in the Contributions database. It allows you to print a one-line summary of contributions on or between dates.

________________________________________________________________________________
|                                                                              |
|                      Print contributor, date, amount, check #                |
|                                                                              |
|                   Start date:  08/27/93                                      |
|                                                                              |
|                   End date:  08/27/93                                        |
|                                                                              |
|                                                                              |
|                                                                              |
________________________________________________________________________________





                             _______________________
                             |Esc for previous menu|
                             _______________________


One of the most frequently needed pieces of information about your supporters and workers is a phone number. The Directory search item on the CO Main Menu provides fast access to phone numbers by name. Even the first few letters of the person's last name are enough to start the search. Whether the name is Carter, Carson, or Carpenter, the letters CAR will find all the matches.

  
  
                                   Phone Search                                 
  
  
  
  
          _____________________________________________________________         
          |                                                           |         
          |                                                           |         
          |                                                           |         
          |   Enter last name:  CAR                                   |         
          |                                                           |         
          _____________________________________________________________         


                                   Phone Search                                 
 First            Last                Spouse             Home         Work      
 John           E Carter              Susan          404 555-5170 __-           




                       Last record. Press any key to exit                       

If there are no matching names, you can try again without going back to the Main Menu.

                                   Phone Search                                 



          _____________________________________________________________         
          |                                                           |         
          |                                                           |         
          |                                                           |         
          |   Enter last name:  SMITH                                 |         
          |                                                           |         
          _____________________________________________________________         

               SMITH                not found.  Retry or Quit?                  

If you have many vendors to track you will find the vendor database helpful. If you include the vendor's product line in the Products field, you can search for a vendor by product type. Instead of each office worker having to remember that Nekoosa Products is your local copy paper supplier, you can enter "copy paper" in the products field for that vendor. Anyone needing to know which supplier to call can search the products field for "paper" and find the right vendor.

________________________________________________________________________________
|                                                                              |
|                               Vendors - Main Menu                            |
|                                                                              |
|                             A - Add new entries                              |
|                                                                              |
|                             B - Browse entries                               |
|                                                                              |
|                             C - Change an entry                              |
|                                                                              |
|                             D - Delete an entry                              |
|                                                                              |
|                             P - Print reports                                |
|                                                                              |
|                             W - Wildcard search                              |
|                                                                              |
|                                                                              |
|                   Enter the letter of your choice:                           |
|                                                                              |
|                       Escape for previous menu                               |
________________________________________________________________________________

The vendor screen looks like this.

________________________________________________________________________________
|                                                                              |
| Company                                                                      |
| Address1                                                                     |
| Address2                                                                     |
| City                               State         ZIP       -                 |
|                                                                              |
| Phone           -   -                FAX     -   -                           |
|                                                                              |
|               First Name              Last Name               Title          |
| Contact 1                                                                    |
| Contact 2                                                                    |
|                                                                              |
| Products                                                                     |
|                                                                              |
| Vendor #        0                                                            |
________________________________________________________________________________

              Home to Beginning, End to End, Page-Up to go up one,              
                     Page-Down to go down one, Esc to abort                     


The search for a vendor can be done on the vendor's name or product line.

                              Vendors - Wildcard Search                         

          _____________________________________________________________        
          |                                                           |         
          |   Search Company or Products (C/P):  C                    |         
          |                                                           |         
          |   Enter characters to search for:                         |         
          |                                                           |         
          _____________________________________________________________         

                               Esc for previous menu                            

If you need to contact all vendors, such as at the end of a campaign, you can create mailing labels for all of them.

________________________________________________________________________________
|                             Vendors - Report Menu                            |
|                                                                              |
|                        A - All entries                                       |
|                                                                              |
|                        L - mailing Labels                                    |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                        Enter your choice                                     |
|                                                                              |
|                                                                              |
________________________________________________________________________________
                                                                                
                               Esc for previous menu                            

Since the media truly make or break a campaign, you need to track the various media types in your campaign area. The media database lets you indicate the type (newspaper, radio, TV, etc.), whether friendly/neutral/negative, even if it's a long distance call to the fax machine.


________________________________________________________________________________
|                                                                              |
|                               Media - Main Menu                              |
|                                                                              |
|                             A - Add new entries                              |
|                                                                              |
|                             B - Browse entries                               |
|                                                                              |
|                             C - Change an entry                              |
|                                                                              |
|                             D - Delete an entry                              |
|                                                                              |
|                             P - Print reports                                |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                   Enter the letter of your choice:                           |
|                                                                              |
|                      Escape for previous menu                                |
________________________________________________________________________________

The selection of a Media record to change or delete is slightly different from the selection of people's names. You must enter the first full WORD of the media name to access it. For the Berry College newspaper, the word BERRY is required not just the letters BER. This is done to speed up access. You are much more likely to have the complete name of a newspaper (from the top of every page).

________________________________________________________________________________
|                                                  Change entry                |
| Publication  BERRY                                                           |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
________________________________________________________________________________


________________________________________________________________________________
|                                                  Change entry                |
| Publication  BERRY COLLEGE CAMPUS CARRIER                                    |
| Address1                                                                     |
| Address2                                                                     |
| City         ROME                  State   GA    ZIP       -                 |
|                                                                              |
| Phone        706-232-5374            FAX  706-236-2248                       |
|          Put in area code ONLY if needed for long distance call              |
| Counties                                                                     |
|                                                                              |
|               First Name              Last Name               Title          |
| Contact 1                                                                    |
| Contact 2                                                                    |
| Contact 3                                                                    |
|                                                                              |
| Code 1    L            Code 2                    Code 3                      |
| Long distance        Newspaper Television             Friendly               |
| Priority             Radio   Organization             Neutral                |
| (OK to have both)                                     Biased                 |
________________________________________________________________________________

                         Ctrl-End to save, Esc to abort                         

Having the media information available electronically allows you to multiply the hours in your day. CO can create fax phonebooks for the Intel SatisFAXion fax card. (Support for other fax cards will be available in later releases.) This allows you to create a press release with the word processor on the PC, then send it to a media group overnight (lower phone rates) while you do other things. If you need to mail to a media group, CO can also create mailing labels.

________________________________________________________________________________
|                             Media - Report Menu                              |
|                                                                              |
|                        A - All entries                                       |
|                                                                              |
|                        F - make Fax phonebooks                               |
|                                                                              |
|                        L - mailing Labels                                    |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                        Enter your choice                                     |
|                                                                              |
|                                                                              |
________________________________________________________________________________
  
                       Esc for previous menu                            

The fax phonebooks can be created for all media or a single type.


________________________________________________________________________________
|                                                                              |
|                         Publications - Create Fax List                       |
|                                                                              |
|                             A - All media                                    |
|                                                                              |
|                             M - Magazines                                    |
|                                                                              |
|                             N - Newspapers                                   |
|                                                                              |
|                             R - Radio stations                               |
|                                                                              |
|                             T - Television stations                          |
|                                                                              |
|                             V - Visual media (no radio)                      |
|                                                                              |
|                             Enter your choice:                               |
|                                                                              |
|                                                                              |
|                                                                              |
________________________________________________________________________________
                                                                                
                             Esc for previous menu                            

Mailing labels can also be generated by the same selection process.


________________________________________________________________________________
|                             Media - Report Menu                              |
|                                                                              |
|                        A - All entries                                       |
|                                                                              |
|                        F - make Fax phonebooks                               |
|                                                                              |
|                        L - mailing Labels                                    |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                        Magazines, Newspapers, Radio, TV, All:                |
|                                                                              |
|                                                                              |
|                        Enter your choice  A                                  |
|                                                                              |
|                                                                              |
________________________________________________________________________________

                            Esc for previous menu                            

To allow for the random glitches that creep into all computer operations, CO has the ability to re-create all the index files it uses to order the data. This prevents data corruption when "Don't trip over the extension cord!" accidents happen. This can be selected from the Main Menu and it provides progress reports as it completes. The time this process takes depends on the number of people, contributions, and vendors you have and on the speed of the PC you are using.

________________________________________________________________________________
|                                                                              |
|                  Updating all Campaign Organizer index files                 |
|                                                                              |
|                                  50% done                                    |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
|                                                                              |
________________________________________________________________________________

Since CO is a work in progress, some menu items may be wishlists from the people doing field-testing. These items normally do not show up on the menus. If an under-test function is left on the menu during testing it will display the following screen when you attempt to access it.

                                                                                
________________________________________________________________________________
|                                                                              |
|                                                                              |
|                           _________________________                          |
|                           |Feature not implemented|                          |
|                           _________________________                          |
|                                                                              |
|                                                                              |
________________________________________________________________________________
                                                                                
                                                                                
                                                                                
                                                                                
Press any key to continue...                                                    
                                                                                
                                                                                

Campaign Organizer is a copyrighted work and may not be duplicated without the written permission of the author. You may not loan, sell, or give the software to another person unless that person receives ALL the disks and manuals that make up the package and you remove from your computer all programs that make up the Campaign Organizer system. You may not install the Campaign Organizer software on more than one computer if there is a possibility of both computers being used at the same time.


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Last updated 22 Sep 2007. This page is cam_man.html.