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Transfer Service This Help File Page was last Modified on 08/11/2012 |
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Transfer Service This Help File Page was last Modified on 08/11/2012 |
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Transfer Service
This Help File Page was last Modified on 08/11/2012
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Transfer Service This Help File Page was last Modified on 08/11/2012 |
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Transfer Service This Help File Page was last Modified on 08/11/2012 |
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| □ | The Transfer Service History function allows you to transfer an Alarm System's Service History from one Subscriber record to another. |
| • | This function is used when your current Subscriber vacates a premises (home or business), and subsequently, a new Subscriber moves into that premises and activates that existing Alarm System. |
| • | Therefore, by being able to transfer that Service History, the existing system's maintenance history is preserved even though the ownership of the Alarm System has transferred from one Subscriber to another. |
| • | This Transfer Service History process should always be executed when a new Subscriber takes over an existing system. |
| □ | To Transfer Service History: from the Service Tracking Outlook Bar menu, Click Transfer Service |
(or from the Main Menu Select Maintenance, Choose the Service Tracking Items sub menu and Click Transfer Service).
| • | Select Accounts - Choose the appropriate Subscriber Accounts to Transfer Service History From and To: |
| • | In the illustration below, we are transferring an Alarm System's Service History that is installed in a Home (originally owned by John Anderson) |
| • | This Home has been sold to another person (James Madison). |
Transfer Service Form
| • | Transfer From - Click the Transfer From Search Icon and, using the Select Subscriber dialog (shown below), Select the previous (the one that has moved) Subscriber record. |
Select Subscriber for the Service Transfer
| • | Transfer To - Click the Transfer To Search Icon and Select the new (the one that is now moving in) Subscriber record. |
| • | Click the Transfer button and Confirm your desire to Transfer the Service History. |
| • | A Confirming message will be displayed and the Service Transfer Form will be cleared of information. |
| • | If you have Selected a Subscriber that has no Service History recorded, an Information message will be displayed. |
| • | You may Transfer another Service History, if needed, or Click the Close button to exit the Form. |