MKMS Help

Acquisitions

This Help File Page was last Modified on 09/09/2013

Acquisitions

This Help File Page was last Modified on 09/09/2013

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Acquisitions

This Help File Page was last Modified on 09/09/2013

Previous topic Next topic  
The Acquisitions Form is an feature provided for those companies that want to record detailed information relating to the Accounts which they Acquire.
Open the Subscribers Form and locate (F2 Search) the appropriate Subscriber record.
On the Subscribers Form, Select the Receivable Quick Access menu, the Click the Acquisitions Icon.

HelpFilesAcquisitionsForm

Acquisition Form with encrypted fields

 

Enter the identifying information stored in Encrypted Data Entry/Edit Fields:
With the appropriate User Access Rights, you may Click the Ellipse HelpFilesEllipseButton button to view the actual data and/or make additions and modifications, if required to do so.
SSN - If this Alarm System is owned by an individual, personally owned business, enter the Social Security Number of the owner of the system.

HelpFilesSecuredFieldsAcquisitions-SSN

Federal Tax ID - If this Alarm System is owned by a corporation (or other business entity that is required to have one), enter Federal Tax ID of the corporate owner of the system.

HelpFilesSecuredFieldsAcquisitions-FedID

Birthday - If this Alarm System is owned by an individual, enter the Date of Birth of the owner of the system.

HelpFilesSecuredFieldsAcquisitions-DOB

Once entered, this information is masked with "###" signs.
Compute and enter the Recurring Revenue information as requested:
Using the available fields, enter this data as required by your company for tracking the Acquisition and/or Attrition of these Accounts.
Account Holder - Enter the information as requested.
Last Name - As requested.
First Name - As requested.
Middle Name - As requested.
Drivers Lic # - Click the Ellipse and enter the Account Holder's Drivers License Number.

HelpFilesAcquisitionsDriversLicense

 

Has Cosigner? - Use the Drop-Down Selection List provided to Choose either Yes, or No.
If Yes is selected, the Co-Signer information section is displayed and must be completed.

HelpFilesAcquisitionsCoSignerInfo

Acquisition Form with Co Signer Information area

 

Last Name - As requested.
First Name - As requested.
Middle Name - As requested.
SSN - Click the Ellipse and enter the Co Signer's Social Security Number.
Drivers Lic # - Click the Ellipse and enter the Co Signer's Drivers License Number.
Save - Click the Save < Icon to record this Acquisition information.
Cancel - Click the Cancel button to abort your entry.
This data in these fields is accessible using the MKMS Report Builder.