Client Management How to Create a New Customer System Setup System Setup Details

Creating a New Customer (continued)

System Setup (continued)

System Setup Details

The System form is divided into three sections; System Information, Contract Information, and Cycle Purchase Order.  Each field in each of these sections is described below.

System Information

System Account – This field will default to the customer number, however may be changed by the User.  This field is typically used to reference the central station account number.  If the System is not a monitored type of System such as CCTV or Access Control, typically CCTV or Access is entered into this field.  This is an alpha-numeric field that will allow the entry of up to 25 characters.  This is a required field if the option Require System Account has been activated in SedonaSetup/AR Setup Processing.

System Type – This field identifies the type of System installed or that will be installed I.e.: Security, Fire, CCTV etc.  This field will automatically fill in with the default System Type found in SedonaSetup/Data Entry Defaults.  The User may change the System Type by making a selection from the drop-down list by pressing the arrow to the right of the field.  This is a required field.

Panel Type – This field identifies the type of Panel installed or that will be installed.  The User will make a selection from the drop-down list by pressing the arrow to the right of the field.  This field is optional.

Location – The physical location where the Panel is installed or will be installed.  The Location will print on future Service Tickets.  This field will allow the entry of up to 50 characters.  If the System has not yet been installed and it is unknown at this time where the Panel will be located, this field may be updated at a later time.  This field is optional but highly recommended.

Monitored By – This field identifies the name of the Alarm Company that is or will be monitoring the account.  The User will make a selection from the drop-down list by pressing the arrow to the right of the field.  If the System is not a monitored account, no selection is required for this field.  This field is optional.

Memo – This is a short informational note that will display on the Service Ticket window, but will not print on service tickets.  This field will allow the entry of up to 50 characters of information.  An example of information entered into this field would be: Large dog in front yard.

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