Call List Verification

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

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Call List Verification

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

Is the People To Call contact information that was entered for each Subscriber Panel actually correct?  When was the last time you made sure it way?

Call List Verification Report Forms are Account Information Verification Documents that may be mailed to Subscribers to verify that their information entered in your files is still correct (or needs updating).

To view the Call List Verification Report dialog:

1.From the Backstage Menu System Select Reports and Choose Monitoring and Select the Call List Verification option, or

2.From the Quick Access Menu, Select Reports and Choose Monitoring and Select the Call List Verification option

 

Call List Verification Report tabs - There are three tabs on the Call List Verification Report dialog.

Note: Once a set of Options are Chosen for the Call List Verification Report, except for the last two, they become the new set of default Options.

These default Options may be reset at any time by simply making a different set of Choices.

Use Service Address for Mail To and Show Logo, must be Selected, if needed, each time the Call List Verification Report dialog is accessed.

 

HelpFilesCallListVerificationReportDialog

Call List Verification Report - Options tab

 

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

Report For - Indicate which of the Subscribers' People To Call information will be listed.

All - By default, All Subscribers will be included in this report.

 

HelpFilesCallListVerificationAll

Call List Verification Report - Report For All

 

CSID - Select this button and then Click the CSID field's Search Icon to open the Select CSID dialog to print the report for a set of (one or more) specified CSIDs.

 

HelpFilesCallListVerificationOneCSID

Call List Verification Report - Report For CSID

 

oCheck the Selected box of each CSID to be included in the report.

 

HelpFilesSelectCSIDsDialog

Select CSID dialog

 

oClick the OK button to Close the Select CSID dialog.

 

HelpFilesSelectCSIDsDialog-SearchField

 

oYou may also search for a specific CSID by typing a portion of that CSID in the Search field (as illustrated above) and Checking the one(s) required.

 

HelpFilesCallListVerificationReportCSIDs

Call List Verification Report - Report For - CSIDs

 

oIn either case, the Selected Subscriber(s) CSIDs will be inserted into the CSID field.

 

Dealer - Click this button, then the Dealer field's Search Icon to open the Select Dealers dialog to print the report for a set of (one or more) specified Dealer(s).

 

HelpFilesCallListVerificationOneDealer

Call List Verification Report - Report For Dealer

 

oCheck the Selected box of each Dealer to be included in the report.

 

HelpFilesSelectDealersDialog

Select Dealers dialog
 

oClick the OK button to Close the Select Dealers dialog.

 

HelpFilesSelectDealersDialog-SearchField

 

oYou may also search for a specific Dealer when you know their Dealer Code by typing a portion of that Code in the Search  field (as illustrated above) and Checking the one(s) required.

 

HelpFilesCallListVerificationReportDealers

 

oIn either case, the Selected Dealer(s) will be inserted into the Dealer field.

 

Report Formatting Options:

 

HelpFilesCallListVerificationReportOtherOptions

Call List Verification Report - Other options

 

Include contacts with no telephone numbers - Check this box to include the People To Call who have no Telephone numbers assigned, to be included in this report.

Show Passcode - Check this box to have the their Pass Code information included in this report.

By Dealer - If CSID(s) or Dealer(s) selection(s) have not been made, but you still want the Subscribers listed in Dealer Order, Check this box.

Show town code phone numbers - To include the Municipality's Emergency response information, Check this box.

Show Directions - To include the Directions to the Subscribers' premises, Check this box.

Note: Directions to a Subscriber's premises may be entered either in the Service Info tab on the Subscriber form or on the Central Station Data Form.

Once entered in either location, these Directions will appear in the other Directions field automatically.

Show Central Station comment - To include the Comment entered in the Central Station Data Form, Check this box.

Use Service Address for Mail To - To use the specifically defined Service Address (if entered) in place of the Subscribers' normal Mailing/Billing Address, Check this box.

Show Logo - To have your Company's Logo printed on the Call List Verification Report, Check this box.

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Call List Verification Report.

To Exit this Call List Verification Report dialog, Click the Close button HelpFilesReportDialogCloseButton at the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesCallListVerificationPreview

Call List Verification Report - Preview tab

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Call List Verification Report.

Email - Click the Email HelpFilesEmailButtonbutton to send this report to an Email address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesCallListVerificationDataView

Call List Verification Report - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.

 

 

06/02/2018