Client Management Additional Customer Data Entry Central Station Tracking Call List
Additional Customer Data Entry (continued)
Central Station Tracking (continued)
Call List (continued)
Once the Central Station Tracking Call List form is displayed, press the New button located at the lower right of the form. Enter the field information according your company policy and procedures. Press the Save button when finished entering the Contact information. To add additional Contacts, press the New button again to add the next Contact until all names are entered. When finished entering all Contact names, press the Save button located at the lower right of the System form.
Contact – Enter the name of the person.
Title – If desired, the person’s title may be entered. For commercial customers, the User may enter the person’s job title. For residential customers, the title may be homeowner, neighbor, etc. This field is helpful to identify the relationship of the Contact to the customer.
User # – Enter the User sequence number; typically this is the order in which the Contacts are called or your company may issue User Numbers to Contacts.
Passcode – Enter the Passcode assigned to the Contact.
Home Phone/Mobile Phone/Work Phone/Pager/Fax – One or more of these phone numbers may be entered for the Contact; at least one phone number field must be filled in to save the Contact record.
Contact Options – There are four Contact options available for each Contact; Verify Passcode, Key Holder, Allow Alarm Resolution and Allow System Changes. Select the appropriate checkboxes for the Contact.
Instructions Text Box – This text field is available to enter miscellaneous information about the Contact; the User may enter up to 256 characters into this field.
Note: This is a double-save form; the User will press the Save button on the Call List form to add Contact information then press the second Save button located at the bottom of the System form once all Contact information has been entered.
Page 6