General Menu on Subscribers Form
This Help File Page was last Modified on 05/22/2012
General Menu on Subscribers Form This Help File Page was last Modified on 05/22/2012 |
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General Menu on Subscribers Form This Help File Page was last Modified on 05/22/2012 |
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□ | Service Tracking System Users will frequently access many selections on the Subscribers Form's General menu. |
General Menu
• | Listed below are the General menu Options that are used within the Service Tracking System. |
• | Equipment - The Equipment Form allows you to precisely define each of a Subscriber's system components and print, at will, a complete list of their installed equipment. |
• | Monitoring - The Monitoring information Form provides for the entry of each Subscriber's Central Station Monitoring related information. |
• | Contracts - If this is a Monitored System, enter one of the predefined Monitoring Contract types for this Subscriber. |
• | Insurance - Used to record the insurance related information required for the issuance of an Alarm Certificate (also see Insurance Information). |
• | 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, Emails, and Alarm History that exists for the selected Subscriber or Prospect. |