I agree that Hal is running more-or-less OK, and there's just some very simple part of the process I'm not getting. However, I do not believe the problem is where, or how, I enter the data. When I enter phone numbers, appointments, birthdays,etc. Hal acknowledges by responding with something like "I've made a record and will remind you, etc.". What Hal does do he does very well, but before I purchase the upgrade, I want the whole package working. Thank you for your time and your ideas, Bruce.