The Phone Book Macros

Fn-F1 -- Brings up page two of my modified Phone Book individual record, which shows spouse name, anniversary date, birthday, kids names, hobbies, and other notes. This is an indispensable resource for any salesperson who wishes to be more than just a salesperson.

Fn-F2 -- Backs up drive C to the A drive. This macro is standard within all applications to ensure it is executed no matter where I leave the Palmtop screen when turned off.

Fn-F3 -- This is a relatively new macro learned from Gilles Kohl, again on the HPHAND Forum of CompuServe. It will clip the business number from a phone record, invoke the DATACOMM app, and dial the number. This obviously only works when the PC Card modem is installed and plugged into the phone. I use this on days that I am tied to my desk with a lot of calls to make (at least once a week).

Fn-F4 -- This macro invokes the Database app and brings up the Abstract DB I referred to earlier. It will turn a prospect entry in the phone book to a deal entry in the Abstract DB preparing the file for further input during a meeting.

Fn-F5 through Fn-F8 -- These macros work in conjunction with Memo and Appt. to facilitate my follow up and advertising. Each macro enters a To Do item for sending something to a prospect; a follow up letter, a draft lease, a letter of intent, or a brochure, respectively. They also make an entry in a Memo file called LIST.DOC. Each entry shows name, address, property interested in, and type of business. The LIST.DOC file is printed at the end of the day and handed to my secretary.

Finally, each macro skips a week from the current day and enters a follow up To Do to remind me keep in touch with the prospect. LIST.DOC is then merged into SENT.DOC so that it is empty for the next day and SENT.DOC archives every mailing I've done for the month.

Fn-F9 -- Schedules a meeting with the highlighted phone entry.

Fn-F10 -- Schedules a To Do to call the highlighted entry. Both F9 and F10 use a Smart Clip from the Phone book called "Regarding" which copies company name, property and use fields to the Note field of the Meeting or To Do entry. This allows me quick access to who a person is before I call or meet them.