General Menu

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The General Menu (illustrated below) on the Subscribers Form offers shortcuts to general frequently needed functions required as you enter a new Subscriber, and almost every day as you perform other processes like Collections, data entry for the Monitoring module, Service Tracking, and general database management.

•	This General Quick Access Menu - as with all the Quick Access menus - will present a different selection of choices based the user's Security Access Rights established in the Employees, Employee Groups and User Access Rights forms.

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General Menu

•	Reminders - Reminds you of something (or if your choose, everything) you have to do.

•	Folders - Predefines the default path to Documents, particularly Scanned Documents, for Prospects, Subscribers, Employees and Vendors, etc.

•	Configuration - Define special Mailing Address assignments for those Subscribers who have requested specific types of documents be sent to specific Addresses that are not in your standard Subscribers record.

•	Addresses - Identifies and defines the required special Addresses so specific types of documents can be mailed to specific locations that are not in the standard Subscribers record.

•	Documents - For saving additional Documents that you want to keep on file but have readily accessible for a Subscriber.

•	Monitoring - For users who desire (or must do so if using the Central Station Monitoring module) to precisely identify all elements of a Subscriber's Central Station Data

•	Contracts - To enter the Contract Type(s) (and related information) for which the selected Subscriber has enrolled.

•	Insurance - To enter the Property & Casualty Insurance provider for the Subscriber's premises.

•	Equipment - To precisely define each of a Subscriber's system components and print, at will, a complete list of their installed equipment.

•	Referred By - To identify the individual who referred a prospect that has become a Subscriber.

•	Scheduled Reports - Allows you to identify specific Subscribers who want to receive specific Central Station Reports based on a pre-set time schedule.

►	Note: This Icon, and availability to this feature, will only be displayed if you are a registered user of the Communication Module.

•	History - The Universal Account History Form provides a complete and immediate listing of Accounting Transactions (Sales, Receipts, Credits, and Rate Increases), Calls, Proposals, Service Requests, and Alarm History that exists for the selected Subscriber.

•	Calls - Allows you to enter the time, date, comments and results of an Account related Telephone Call - both Incoming and Outgoing.

•	Also, on the Subscriber Information Form, Click the Calls Icon at the top of the Form to open the Calls dialog containing the Calls information for that selected Subscriber.