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General Menu

This Help File Page was last Modified on 08/30/2013

General Menu

This Help File Page was last Modified on 08/30/2013

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General Menu

This Help File Page was last Modified on 08/30/2013

Previous topic Next topic  
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.

 

HelpFilesSubscriberGeneralMenu

   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.