DaisyWith Regards - Overview

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With Regards has been designed to have a very simple interface, geared to the actions that you take in an office.

This Web Page gives a brief overview of the database structure and how With Regards is used.

1. The With Regards Database

1.1 The Name and Address List
1.2 The Document List

2. Actions

2.1 Printing the Lists
2.2 Writing a Letter, FAX or Document
2.3 Retrieving a Document
2.4 Printing an Envelope
2.5 Printing a Mailing Label
2.6 Notes
2.7 Making a Phone Call
2.8 Sending an E-Mail
2.9 Much, Much More!!

3. Download a Copy of With Regards

1. The With Regards Database

The database is based on two simple lists or datasets; Name and Address and Document, held within a single With Regards database file. (It's actually Microsoft Access, so don't worry about incompatibility with your other systems!)

1.1 The Name and Address List

With Regards provides a simple form structure that is used to add new and edit existing contacts, friends and enemies in the comprehensive Name and Address List. In addition to the normal name, address and phone number fields, you can store E-Mail and WWW addresses and simple notes on how what a good egg or not the person is.

The Name and Address List has been designed to have multiple sub-lists, in that these days one tends to find that personal and business contacts, customers and suppliers all get very mixed up. So instead of keeping separate databases for each, with the inherent problems of keeping them all up-to-date, you store them all in the same With Regards database and then you flag which lists each contact belongs to.

This approach can be very powerful, with something as simple as a Christmas Card List. Although most will be sent to personal friends, others will be posted to important suppliers and customers. So Christmas Cards becomes just another list, that can be used for selection, within the With Regards database.

1.2 The Document List

With Regards holds all documents in their normal Microsoft Office form in the place that Microsoft decrees. (Normally, this is c:\My Documents\.)

However, the details of every document is also held in a Document List within the With Regards database. This completely isolates the user from the file system, if that should be their choice. It also enables all documents to be located and opened in seconds.

Note that the Document List and the Name and Address List are linked in a highly-practical, partially-relational manner, which means that as you move down one list, you automatically point to the relevant information in the other. (It may sound very technical, but it's highly practical and very efficient for the user!)

2. Actions

2.1 Printing the Lists

With Regards can print all or part of either the Name and Address List or the Document List, in a variety of formats, from A4 paper to mailing labels. One is even geared to putting everything into a Filofax or personal organiser.

2.2 Writing a Letter, FAX or Document

Thus, if you want to write a letter to say Fred Smith, you would simply select his name in the always-open Name and Address List, select the Write Document command and finally choose an appropriate document template, such as a Simple Letter.

With Regards then takes command, as any good secretary would, assigns a reference and a file name, building the basis of the Microsoft Word document, filling in all of the internal fields, adding Fred Smith and his appropriate details, storing the document in the Documents List, and then presenting you with Word and the open document.

All you have to do is then fill in the main part of the letter, print it and then close Word to save it!

What you don't do is perhaps more important!

No file name to choose! No address to add to the letter! No reference to generate! No choose the directory! No filling in the internal fields in the document! No hassle!

2.3 Retrieving a Document

Suppose a week later, Fred phones you up and says, that he wants to discuss a few of the points you raised.

You locate Fred in the Name and Address List, usually by just typing Smith and then using the mouse to find Fred from the John's and the Jane's and then simply double-click the entry to bring up his full details. (For those who prefer keystrokes, then With Regards offers a civilised alternative!)

On the Documents tab in Fred's entry all of his documents and notes are shown. Again just select and then use the Edit button to open and view the Word document. Typical access time from selection of the name is only a few seconds and generally much less than going and finding the physical file.

Suppose a year later, you need that letter! You can't remember that you wrote it to Fred, but you do know that it was about a Late Delivery. So you can search the Documents List for the phrase!

However, if you know the addressee's name, company or even just the reference number of the document, it is only a few keystrokes away. Just as it would be with that good secretary with the wonderful filing system.

The only trouble is that we haven't found a way for With Regards to make your cup of coffee or tea! But we're working on it! And at least we give you more time to do it yourself.

2.4 Printing an Envelope

Printing an envelope is easy in Microsoft Word. If you know how!

With Regards does know and just by clicking the envelope icon, it will call Microsoft Word and politely ask it for an envelope. All you do is check it and then click Print.

2.5 Printing a Mailing Label

With Regards uses the same technique as for envelopes. Just click, check and Print.

2.6 Notes

When dealing with customers and suppliers, you often need to put a simple note on file. With Regards uses the same procedure as for writing a document, to put a simple note to the Document List linked to the required name and address in the Name and Address List.

2.7 Making a Phone Call

Just click on the phone icon in a name and address entry, and With Regards will do the rest, using your modem to dial the number.

You can also add a simple note to the Document List to record your views on any conversation.

2.8 Sending an E-Mail

Ostensibly the same process as writing a document, all it needs is for the user to have a suitable E-Mail Server such as Microsoft Exchange. (Why should you use a different program for Documents, Notes and E-Mails?)

You just select the addressee, choose the type of E-Mail, type the main message and click Send. With Regards does the tricky bits.

2.9 Much, Much More!!

This is only a brief overview of the features of With Regards.

Nothing was said about document templates, creating stationery with the same house style, storing received E-Mails, multiple users, synchronisation of documents, connection to the WWW, etc. etc.

3. Download a Copy of With Regards

Why not download a free copy of With Regards and see for yourself.

Download With Regards 1.00

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Copyright 1998 by James Miller of Daisy Analysis