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Introduction - ProDev*MEMBER Church Membership Tracking System The ProDev*MEMBER Church Membership System is designed to allow you to quickly and easily add and modify Members, Spouses, Children and Visitors to your membership data files. You can track all talents and accomplishments. You can easily print a variety of Mailing Labels and Reports to help manage your church. PLEASE NOTE - As you are building the Member/Visitor records, you MUST fill in the "Date Joined" to indicate to this system that the person is a member of your church. If you are not sure of the date, I suggest that you use 01/01/1899 so that the system will realize the person is a member. "Joined" may be changed to "Confirmed" or some other term by the "Change Field Titles" selection in the Setup Menu. If the date is BLANK (" / / ") the system assumes the person is NOT a member of your church. If you wish to blank a date, locate the cursor at the beginning of the date field and press Ctrl/Y (while holding down the Ctrl key, tap the Y key). BE SURE you look at the bottom of the screen if you don't know what to do next. The messages there usually tell you all of the options available at any time. When All Else Fails - Press F1 for Help! If you have below DOS 3.3, the F1 Help screens are not functional. Insert the ProDev*MEMBER disk in drive A: and type ... INSTALL C: (Enter) This will run the INSTALL program that will create the C:\MEMBER sub-directory and copy (and un-compress) all of the necessary files to the C:\MEMBER sub-directory (or whatever drive letter you type). To run the ProDev*MEMBER system from the hard disk, type the drive letter of the hard disk followed by a colon. For example "C:". You should see the hard disk prompt (such as "C>"). Then, type: CD\MEMBER (Enter) MEMB (Enter) System Files The CONFIG.SYS File THE MEMBER PROGRAM WILL CRASH with a "file open error" at the middle of the screen when you try to Create, Modify or Print Labels or Reports, you will need to re-start the computer with a CONFIG.SYS file as described below. It will contain information that tells the PC that there will be more than 3 files open at the same time. To create the CONFIG.SYS file, use the MEMBER program "Tools Menu", "Modify System Files" Sub-Menu to create or modify your CONFIG.SYS file. Highlight that selection and press Enter. You will be asked for the Password. This is the word PASSWORD (if unregistered) or the Password you specified when you registered the program. Press C to Create/Modify the CONFIG.SYS file. If you are creating the CONFIG.SYS file, just type in the following two commands and press F10 to save. If you are modifying the CONFIG.SYS file, either modify these two lines (if they exist) or add them to the end of the CONFIG.SYS file. Press F10 to save the changes. YOU MUST RE-START YOUR COMPUTER for the changes to take effect. FILES=25 BUFFERS=15 The FILES command can be higher than 25 if required by other software on your computer. Having a large BUFFERS command usually slows your system and higher than 15 is not recommended. Actually, only 23 FILES is required, however, Windows and other shell type hard disk managers use files. IF YOU HAVE BELOW MS/IBM-DOS VERSION 3.3, the program can have only 20 files open at a time. To stay within this limit, the program will disable the HELP screens to keep from opening too many files at a time. The AUTOEXEC.BAT File Your computer looks at both the CONFIG.SYS file and the AUTOEXEC.BAT file at start-up time. The AUTOEXEC.BAT file contains the commands that usually take you into a hard disk menu, Windows or some other shell type hard disk manager. If you have DOS 3.3 or higher, you need the command SET CLIPPER=F:25 in your AUTOEXEC.BAT file. As above, use the MEMBER program "Tools Menu", "Modify System Files" Sub-Menu to create or modify your AUTOEXEC.BAT file. Highlight that selection and press Enter. You will be asked for the password. This is the the word PASSWORD or the Password you specified when you registered the program. Then, press A to Create/Modify the AUTOEXEC.BAT file. If you do not already have an AUTOEXEC.BAT file, just add the command SET CLIPPER=F:25 and press F10 to save. If you are modifying an existing AUTOEXEC.BAT file, move to the beginning of the last line and press Enter. This should open up a blank line just above the last line. Use the Up Arrow to move to the beginning of the blank line and type SET CLIPPER=F:25. Press F10 to save. This needs to be BEFORE the last line, as the existing last line probably transfers control of the computer to your menu system or Windows. IF YOU HAVE BELOW DOS 3.3 you don't need the SET CLIPPER command as your older version of DOS will allow only 20 open files anyway. To prevent the MEMBER program from crashing, it will automatically disable the F1 Help screens that use 3 files. First Time Program Set-Up Options The first time you run the MEMBER program, a file named MEMBER.MEM file should not be on your hard disk. This will cause the program to ask you for the program Set-Up defaults. Highlight the "Set-Up" Main Menu and you will see the screen shown below. Highlight each Sub-Menu with the cursor arrow keys and press Enter. Color/Monochrome Monitor - Highlight the "Monitor (Color/Mono)" Sub-Menu and press Enter. Press C for a color monitor or an M if you have a monochrome (non-color) monitor. Highlight "Save New Set-Ups" and press Enter to add this to the MEMBER.MEM file. Data File Drive & Path - Highlight the "Data File Drive & Path" Sub-Menu and press Enter. The program will display the Drive and Sub-Directory where the ProDev*MEMBER system is installed. Printer Action Table - Highlight the "Printer Action Table" Sub-Menu and press Enter. Using the cursor arrow keys, highlight the name of your printer. If you do not see the name of your printer and have a dot matrix printer, start with the EPSONFX file. Appendix A of the manual will describe how you can create your own Printer Action Table file if you have a printer not shown. Highlight "Save New Set-Ups" and press Enter to add this to the MEMBER.MEM file. Label Printing Defaults - There are many types of label stock for both dot matrix and laser printers. You need to select the type of stock for your printer and needs. Establish Church Name - Highlight this Sub-Menu and press Enter. Type the name of your church. This will appear at the top of many reports. Although the screen field is only 35 characters wide, you can type up to 50 characters for your church name as the field will scroll. When you press Enter, you can type in the name or two letter abbreviation for your State. This is so the Pictorial Directory will only print the State if it is different than your own. Change Field Titles - Highlight "Change Field Titles" on the Setup Menu and press Enter. If you intend to use Titles, such as Mr., Mrs., etc., place a Y in the Use Titles field. Otherwise use N. Some churches use "Joined" where your church may use the term "Confirmed". Spec Info Code Width can be 1, 2 or 3 depending on how many codes you wish to create and how many you wish to assign to each person. Two is recommended. See the detailed discussion of this under Special Information Codes on page 12 of the manual. Some churches use "Flier List" to indicate those that are to receive the monthly newsletter. You may wish to call it "Mail List". Many churches have a building improvement fund. Thus, the "Bld List" title. You may want to call it "Mem List" for a Memorial Fund list. When you get to Section 7 on Giving Statements, you will find that giving is tracked under 3 categories (General, Bld Giving and Other). The title on the Post Giving screen and on the Statement could be changed from Bld Giving to "Mem. Fund". The Sunday School list is used by many churches to send letters or newsletters to the parents of Sunday School attendees. You may want to call it "Bus List" for those that should be picked up by the Bus each Sunday morning (children and/or adults). The Service Titles are the titles of up to 3 events for tracking attendance. These titles will appear on the screen while you post the attendance. The Giving #4, #5 and #6 are the titles of 3 additional categories of Giving. If you leave ALL 3 of these titles blank, your Giving posting screen and statements will show only the General, Building and Other categories of giving. If you use at least one of the extra Giving Titles, the Giving Posting screen and the Statements will be expanded to show all 6 categories of giving. Compressed printing is used if all 6 categories are printed to keep the statement to only one report line per giving day. Status Code Table - When you are working with the Create Member or Modify Member (not Browse Member) screens, you can pop-up a Status Code table, pick the code you desire and press Enter to use that code in the member record. Use this selection to manage this pick list table. Special Information Code Table - When you are working with the Create Member or Modify Member (not Browse Member) screens, you can pop-up a Special Information Code table, pick the code you desire and press Enter to use that code in the member record. Use this selection to manage this pick list table. On the upper right of the "Change Field Titles" Setup screen, you can specify if you want 1, 2 or 3 character Special Information Codes. One character codes would really limit you to A-Z and 0-9 for codes. Two character codes give you AA-Z9; LOTS of codes. Three character codes give you even more combinations. However, each person has a 21 character field for Special Info Codes. With 1 character codes, EACH person could have up to 21 codes. With 2 character codes, you can have 10 codes per person and with 3 character codes, you can have only 7 codes per person. Pro Dev Software recommends the compromise of 2 character codes. This allows over 1200 possible codes for the Special Information Code table and allows you to assign up to 10 codes to each person. Save New Setups - After changing any of your Setups, be sure to highlight Save New Setups and press Enter. This will save the new setups to the file MEMBER.MEM. Highlight the "Create Member Record" Sub-Menu and press Enter. Press the PgDn key when you wish to create the next record. If you press F10 or PgDn on a blank record, you will be returned to the Main Menu. Fill in each of the fields (or windows). If you do not fill a field, press Enter to move to the next field. You can use the Down Arrow to move to the next field and the Up Arrow to move back a field. After the last Spouse field, you will move to the first field on the screen (Last Name). Press PgDn to move to the next new record. When you are printing labels, you will be given the choice of printing the Street Address (probably in the first Address field) and/or the PO Box (probably in the second Address field). To do this, the program looks for either "P.O." as the first 4 characters or "PO " (PO and a space) as the first 3 characters in the field. Therefore, you must be careful to enter PO Box addresses using one of these two forms. The line (Address or PO Box) printed just above the City, State and ZIP will be used by the Postal Service to deliver the piece. The "Zone" is a designation for a geographical area around your church. You may have certain persons designated to call on certain zone(s). If a person has officially joined your church, you MUST show a "Joined" date. Many reports trigger on if this field has a date or not to tell if a person is a member or not. The same is true of the "Joined" field in the Spouse's and Child's section of the screen. If you wish to blank a date, place the cursor at the beginning of the field and press Ctrl/Y (while holding down the Ctrl key tap the Y key). If you wish to call this something other than "Joined" be sure to read Page 2-9 of the manual to find out how to change the title of this field. If you are on the Status Code field, you can press F7 to pop-up a table of Status Codes. Press the first letter of the desired code description and use the Down Arrow to select the exact code and press Enter to pick. Special Information Codes - DANGER - Be sure to use the F7 pop-up table to pick Special Information Codes. Although you can type them manually, the spacing is VERY important. If you have selected (with the Change Field Titles Setup Menu) 2 or 3 character codes, your manual spacing must be exactly 2 or 3 characters per code and codes shorter than the selected 2 or 3 character width must be right justified in the 2 or 3 character spacing. When reports are written, the program expects the proper spacing and your errors at this point will cause scrambled reports. Thus, let the F7 pop-up table do all the work accurately and easily. It will insure the correct alignment. With the blinking cursor on the Special Information Code field, press F7. Press the first letter of the desired code description and use the Down Arrow to select the exact code and press Enter to pick. The M/F field is used to indicate the gender of the person. F=Female and M=Male. If the wife is shown on the upper part of the screen because the husband is not a member and he is shown on the Spouse portion of the screen, it is VERY IMPORTANT to put an "F" in the upper part of the screen for the wife. On certain label runs and reports, you will be given the option to print the husband's name first, even though he is on the lower or Spouse part of the screen. Only if an "F" is in the M/F upper field, when the wife is on the upper part of the screen, will the names be optionally reversed when printed. There is a "Spouse Last Name" field in those cases where the spouse's last name is different than the upper screen Last Name. "Husband Name First" reports with the different Last Name husband on the lower part of the screen will print out of order. A "Y" is required in the Directory field to have the record included in printed directories. The Reference Number (you can change this field title) is used by some denominations with this number being assigned when a person "joins" the church. A "Y" in the Flier List field will cause this member's record to be used when printing the Flier Labels. These are labels for your newsletter. A "Y" in the Bld List field will cause this member record to be included on the Bld label run. Section 2 shows you how to change the screen name for this field. A "Y" in the Sunday School List field will cause this record to be included in the Sunday School List label run. See Section 2 to change the screen name for this field. Child Records - When you wish to create or modify a Child Record, press F6 WHEN you have the Parents member record on the screen. All of the information about children are kept in records in the CHILD.DBF data base file. The Spouse portion of the screen is replaced with the Child record. A new blank CHILD record is displayed. Use the Last Name field ONLY if the child's last name is different from the last name on the upper part of the screen. You can PgDn to add additional records. If you PgUp, you can review/modify any previously added children. If the child (children) has joined and live(s) with non-Member adult(s), be sure to put "F" as the Status for the adult part of the record. This will cause just the child name(s) to be listed in the Directory reports. The non-Member adult(s) will not be listed. To get the Flier labels to list one of the child names, rather than the non-Member Adult(s), place the name of the oldest child as the first name on the Adult part of the record. Register Now! When you register, you will receive a 96 page bound manual, technical support and the latest registered version. You can use the INSTALL program or MEMBER program Tools Menu to print the full on-disk manual. This will use a lot of your printer paper.
ProDev*MEMBER Installation & Upgrade Instructions The INSTALL.EXE program can be used to BOTH initially install or to upgrade the ProDev*MEMBER Church Membership system. It will also print the manual. Place the ProDev*MEMBER Shareware disk (Disk #1) in drive A:. Type . . . A: (Enter) INSTALL C: (Enter) Follow the screen instructions. Do NOT run the INSTALL program from within your hard disk menu, Windows or shell type disk manager. Exit to the C: prompt first. The INSTALL program will create the C:\MEMBER sub-directory for you (or whatever drive letter you specify). You MUST have a hard drive. The system is too large to install on floppy disks. This is a TWO DISK system for 5 1/4 inch floppy disks and a ONE DISK system for 3 1/2 inch disks. If you obtained only ONE 5 1/4 inch disk from a shareware Disk Copying Service, contact them for the second disk. If you received a single 3 1/2 inch disk, you may have the complete system.
Volume in drive A has no label Directory of A:\ VERSION2 0 81 4-15-92 12:00p MEMBDOC EXE 65148 4-15-92 12:00p LIST COM 11761 8-13-91 7:06a LHA213 EXE 44381 7-20-91 2:13a QUIKSTRT DOC 16412 4-15-92 12:00p README DOC 999 4-15-92 12:00p GO BAT 36 11-14-92 5:33p SHOW EXE 2040 9-12-88 10:48a 8 file(s) 140858 bytes 17408 bytes free