Add New Account

This Help File Page was issued on 09/30/2017

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Add New Account

This Help File Page was issued on 09/30/2017

Quick Account Setup - When a Technician or Alarm Dealer calls in to test the installation of a New Account:

 

Note: The Add New Account dialog - accessible using the On Test (F5) in MKMSCS and/or Place an Account on Test in MKMS - will store certain User selections (i.e., Salesman. Town Code, Communicator Format, Alarm Group) as the default for those fields (any default may be reset by making a different selection).

 

Click the New Account button on the Panel Tests Form to open the Add New Account dialog.

As a reminder, when adding a new account while a filter is applied may not display the newly added account.

 

HelpFilesQuickAccountSetup-FilterWarning

 

Subscriber Information:

 

HelpFilesQuickAccountSetup

Quick Account Setup Form

 

Subscriber - Enter the Subscriber's name.

Entering a Business Name

oEnter the Name as it would be listed in the Telephone Directory

oIf a prefix is part of the name but that name is not normally alphabetized by that prefix (such as the word "the"), enter the name followed by a tilde ("~") and the prefix.

oExample: "ABC Company~The"

Entering an individual Person's Name

oLast Name is entered first

oType a tilde ("~")

o(The tilde tells the system that everything after it is the Employee's first name and middle initial.)

oEnter the First Name and Middle Initial

oFor Prefixes (Mr., Mrs., Ms., etc.), enter them after the Tilde and before the first name

oFor Suffixes (MD., Jr., III, etc.), enter them after the last name and before the tilde.

oExample: "Smith, MD~Dr. James T."

Address - Enter their Street Address.

City - Enter the City.

State - Enter their 2 character State (or Province) code.

Zip - Enter their Zip Code.

Sales Person - Use the Drop-Down Selection List to Choose the Sales Person for this Account.

This list will display all of the Employees defined for your Company.

This is because a Subscriber record must have an Employee ID assigned.

So you must Select one, even if you are not currently sure who the appropriate person is.

Later, if appropriate, this information may be easily changed by the Accounts Receivable department.

 

Monitoring Information:

Date On Line - By default, Today will be inserted.

Town Code - Use the Drop-Down Selection List to Choose the Town Code for this Subscriber's responding authority.

Acct. Type - Use the Drop-Down Selection List to Choose the appropriate Account Type.

CSID - Enter the CSID for this new Account.

Comm Format -  Use the Drop-Down Selection List to Choose the Communicator Format they will be installing.

Alarm Group -  Use the Drop-Down Selection List to Choose the Alarm Processing Group to which this Subscriber will be assigned.

Dealer - If this Subscriber is being added by an Alarm Dealer for whom your Company provides Central Station Monitoring Services, use the Drop-Down Selection List to Choose that Dealer.

Save - Click the Save button to enter the new Subscriber information.

Confirm that this New Account is to be added to the database

 

HelpFilesAddNewAccount-Save

Add new account with specified information?

 

An informational pop-up with confirm that the New Account was saved.

 

HelpFilesAddNewAccount-WasSaved

New Account Successfully Added

 

06/02/2019