CUSTOMER Menu

This Help File Page was last Modified on 04/10/2021

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CUSTOMER Menu

This Help File Page was last Modified on 04/10/2021

Account information page:

When a Customer Account is chosen by Clicking on it (or Searched for) in the Customer Accounts list on the Customer Account Search page, it is displayed in the Account Information page.

There are several options displayed at the top of the Account Information page:

1)Edit - This option allows the User to modify the existing data displayed in the three tabs on the Account Information page.

 

HelpFilesMKSSynergyCustomerAccountInformationPage-Edit

MKSynergy - Account Information page  - Edit option

 

2)Refresh - This option will pull the latest information from the system's database server.

 

3)Pictures - This option allows the User to display existing, or add new images to the Customer Information record.

 

HelpFilesMKSSynergyCustomerAccountInformationPicture

MKSynergy - Account Information page  - Picture option

 

4)Map - This option will display a Map by Google Maps© of the selected location.

 

HelpFilesMKSSynergyCustomerAccountInformationMap

MKSynergy - Account Information page  - Map option

 

5)Unlink Remote CS - This option allows the User to disconnect the Link (if one was previously established) with a Remote Central Station. (option will not be shown unless a Remote Link currently exists)

 

HelpFilesMKSSynergyCustomerAccountInformationUnlinkRemoteCS

MKSynergy - Account Information page  - Unlink Remote CS option

 

6)Switch customer account - This option allows the User to quickly switch to another Customer Account with a known Customer ID Number.

 

HelpFilesMKSSynergyCustomerAccountInformationSwitchCustomerAccount

MKSynergy - Account Information page  - Switch Customer Account option

 

Each Customer's Account information record (when selected and displayed) has three tabs for viewing and/or editing

 

HelpFilesMKSSynergyCustomerAccountInformationTab

MKSynergy - Account Information page with CUSTOMER Menu options on the left

 

The three Account Information page tabs are:

1)Account Information tab with sub-sections containing:  

a.General Information including name, salesperson assignment and Bill Payer ID

b.Primary address including street address, city, state, and Zip code

c.Phone numbers including primary, 2 alternate  and a fax number

d.Email addresses including any number of Email address

e.Aging with current, aged and total balance due

 

2)Address assignments tab for assign specific mailing addresses to be used for:

a.Invoices assignments with default and/or specified mailing address for Invoices

b.Customer Statements with default and/or specified mailing address for Statements

c.Others with default and/or specified mailing address for Other purposes (e.g, Proposals, monitoring related reports, etc.)

 

3)Receivable settings for entering/updating

a.Receivables setup information

b.Taxes on Sales that are to be charged

 

The Account Information page is the first option on the CUSTOMER Menu which is automatically displayed when a specific Account is selected.

 

Overview of the CUSTOMER Menu options

When a Customer's Account Information page is opened, it will also display the CUSTOMER Menu.

 

For complete information on the Account Information page, see Detailed Instructions for options on the CUSTOMER Menu

 

HelpFilesMKSSynergy-CUSTOMERMenu

MKSynergy - CUSTOMER Menu options

 

1.Account Information - displays the Account information page for a selected Customer Account.

 

HelpFilesMKSSynergyCustomerMenu-AccountInformationPage

MKSynergy - Reports - Customer Menu - Account Information page

 

2.Addresses - displays the Addresses page for the selected Customer Account.

 

HelpFilesMKSSynergyCustomerMenu-AddressesPage

 

3.Recurring Revenue - displays the Recurring Monthly Revenue page for the selected Customer Account.

a.Recurring Monthly Revenue page with no Recurring Revenue records entered

 

HelpFilesMKSynergy-Account-RecurringMonthlyRevenuePage-NoRevenue

MKSynergy - Reports - Customer Menu - Customer Accounts without RMR page - Recurring Monthly Revenue page - No revenue defined

 

b.Recurring Monthly Revenue page with several Recurring Revenue records entered

 

HelpFilesMKSynergy-Account-RecurringMonthlyRevenuePage-WithRevenueDefined

MKSynergy - Reports - Customer Accounts page - CUSTOMER Menu - Recurring Revenue option -Recurring Monthly Revenue page with Recurring Revenue defined

 

4.Related Accounts - displays the Related Accounts page for a selected Customer Account.

 

HelpFilesMKSynergy-CustomerMenu-RelatedAccountsPage

MKSynergy - Reports - Customer Accounts page - CUSTOMER Menu - Related Accounts page

 

5.Local Central Station - If the selected Customer Account is being monitored by a Local Central Station using MKMS CS then it displays the CENTRAL-STATION menu options for the selected Customer Account and defaults to the Panels page.

 

HelpFilesMKSynergy-CustomerMenu-PanelsPage

MKSynergy - Reports - Customer Accounts page - CUSTOMER Menu - Local Central Station option - Panels page

 

a.Panels - If the selected Customer Account is being monitored by a Local Central Station the Panels page will appear (see sample illustrated above)

b.Site Information - If the selected Customer Account is being monitored by a Local Central Station the CENTRAL-STATION menu will also have a Site Information option

 

HelpFilesMKSynergy-CENTRAL-STATIONmenu-SiteInformationPage

MKSynergy - CENTRAL-STATION Menu - Local Central Station option - Site Information page

 

c.Otherwise, when the selected Customer Account is Not being monitored by a Local Central Station the illustration below shows what will be displayed.

 

HelpFilesMKSynergy-CustomerMenu-NoLocalCentralStation- NoPanelsPage

MKSynergy - Reports - Customer Accounts page - CUSTOMER Menu - No Local Central Station record - No Panels option

 

6.Remote Central Station - displays the CENTRAL-STATION sub-menu options for a selected Customer Account and defaults to the Panels page.

 

HelpFilesMKSynergy-CustomerMenu-PanelsPage-RemoteCentralStation-PanelsPageWithAccounts

MKSynergy - Reports - Customer Accounts page - CUSTOMER Menu - Remote Central Station option - Panels page with data

 

a.If the selected Customer Account is being monitored by a Remote Central Station the illustration above shows a sample of what may be displayed.

b.Site Information - If  the selected Customer Account is being monitored by a Remote Central Station the CENTRAL-STATION menu will default to, or offer the Site Information option

 

HelpFilesMKSynergy-CENTRAL-STATIONmenu-RemoteCS-SiteInformationPage

MKSynergy - CENTRAL-STATION Menu - Remote Central Station option - Site Information page

 

c.If the selected Customer Account is Not being monitored by a Remote Central Station the Panels page may appear as the sample illustrated below

 

HelpFilesMKSynergy-CustomerMenu-PanelsPage-NoRemoteCentralStation

MKSynergy - Reports - Customer Accounts page - CUSTOMER Menu - Remote Central Station option - no Panels page because no Remote CS connection

 

7.Invoices - A list of Invoices may be available for viewing:

a.If the Customer Account is linked to a (non MKMS CS) Remote Central Station, no Invoice data will be available from the Remote Central Station; unless those Invoices were recorded with MKMS.

 

HelpFilesMKSynergy-Account-InvoicesPageNoData

MKSynergy - CUSTOMER Menu - Invoices page -Remote CS - No data

 

b.Whether the Customer Account is or is Not linked to a Remote Central Station, this option displays the Invoices page for a selected Customer Account.if those Invoices were recorded within MKMS  

 

HelpFilesMKSynergy-Account-InvoicesPage

MKSynergy - CUSTOMER Menu - Invoices page with data

 

8.Payment Methods - displays the Payment Methods page for a selected Customer Account if those Payment Methods were recorded within MKMS.

 

HelpFilesMKSynergy-Account-PaymentMethodsPage

MKSynergy - Reports - Customer Accounts page - CUSTOMER Menu - Payment Methods page

 

9.Receipts - displays the Receipts page for a selected Customer Account if those Receipts were recorded within MKMS

 

 

HelpFilesMKSynergy-Account-ReceiptsPage

MKSynergy - Reports - Customer Accounts page - CUSTOMER Menu - Receipts page

 

10. Workorders - displays the Workorders page for a selected Customer Account if those Work Orders were recorded within MKMS.

 

HelpFilesMKSynergy-Account-WorkOrdersPage

MKSynergy - Reports - Customer Accounts page - CUSTOMER Menu - Work Orders page

 

Detailed Instructions for options on the CUSTOMER Menu

 

HelpFilesMKSSynergy-CUSTOMER-Menu

MKSynergy - CUSTOMER Menu

 

A.Account Information option on the CUSTOMER Menu displays the Account information page with its three (3) tabs with information about the selected Customer Account

1.Account Information tab  

 

HelpFilesMKSSynergyCustomerAccountInformationOption-AccountInformationPage

MKSynergy - Account Information page - Account information tab

 

a.Options - These options are available for each of the three (3) tabs within the Customer Information page:

i.Edit - Displays the Edit mode for every section within the three (3) tabs within the Customer Information page

a)The Edit View of the Customer Information page which displays all data fields from all tabs as one long page is shown immediately below

« An asterisk next to a field name indicates that this is a mandatory field!

 

HelpFilesMKSSynergyCustomerAccountInformationOption-AccountInformationPage-EditView

MKSynergy - Account Information page - Edit View

 

b)How and why these editable fields are used within each tab are illustrated and documented within that section's information

c)Save - Tap (Click) this option to record the additions and/or updates to the Customer Information page

d)Cancel - Tap (Click) this option to discard the additions and/or updates to the Customer Information page

 

ii.Refresh - Tap (Click) the Refresh button to re-load the currently selected Customer Information page

 

iii.Pictures - Tap (Click) the Pictures button to view a list of, or to attach a Picture to the Customer Account record

 

HelpFilesMKSSynergyCustomerAccountInformationPicture

MKSynergy - Account Information page  - Picture List page

 

a.Add Picture - Tap (Click) this option to display the Create picture page:

 

HelpFilesMKSSynergy-PictureListPage-PicturesSection-CreatePictureDialog

MKSynergy - Picture List page  - Pictures section - Create picture options

 

a)Select file - Tap (Click) this option to display the Windows® Open File dialog from which the desired image file may be retrieved

b)Tap (Click) this option to - Enter a brief one or two word description of this image

c)Save - Tap (Click) this option to attach this image to the Customer Account record.

 

HelpFilesMKSSynergyCustomerAccountInformationPictureOptions

MKSynergy - Picture List page  - Pictures section - Options

 

Look Up - Tap (Click) this option to see a full sized rendition of this image.

Edit - Tap (Click) this option to display the Edit picture page:

 

HelpFilesMKSSynergy-PictureListPage-PicturesSection-EditPicture

MKSynergy - Picture List page  - Pictures section - Edit Picture options

 

a)Select file - Tap (Click) this option to display the Windows® Open File dialog from which the desired image file may be retrieved

b)Tap (Click) this option to - Enter a brief one or two word description of this image

c)Save - Tap (Click) this option to attach this image to the Customer Account record.

Trash - Tap (Click) this option to remove this image from the Customer Account record.

 

iv.Map - Tap (Click) the Map button to display the Map (or Satellite) view of this Customer's location

 

HelpFilesMKSSynergyCustomerAccountInformationOption-AccountInformationPage-SatelliteMapView

MKSynergy - Account Information page - Map View

 

b. General Information including name, salesperson assignment and Bill Payer ID fields

 

HelpFilesMKSSynergy-AccountInformationPage-EditView-GeneralInformationSection

MKSynergy - Account Information page - General Information section - Edit View

 

« An asterisk next to a field name indicates that this is a mandatory field!

 

i.Customer name * - Tap (Click) this field and enter the Customer's name (up to 70 characters in length - but keep in mind the limited display area of a standard #10 Window Envelope).

1.Entering a Business Name

a.Enter the Name as it would be listed in the Telephone Directory

b.If 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.

c.Example: "ABC Company~The"

1.Entering an individual Person's Name  

a.Last Name is entered first

b.Type a tilde ("~")

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

d.Enter the First Name and Middle Initial

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

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

g.Example: "Smith, MD~Dr. James T."

ii.Attention - Tap (Click) this field and enter the Attention line which will be printed below the Customer's Name on their Invoice's Mailing Address (up to 30 characters in length).

1.This may be used for a building name, a person, suite number, additional address information or skipped entirely - depending on what you need.

iii.C/O - Tap (Click) this field and enter the Care Of field which also provides a place to expand the Customer's address information, and will appear below the Attention line (up to 30 characters in length), if entered.

iv.Salesman * - Tap (Click) the down-arrow on the right of this field  and choose the Salesperson assigned to this Customer

 

c.Primary address including street address, city, state, and Zip code fields

 

HelpFilesMKSSynergy-AccountInformationPage-EditView-PrimaryAddressSection

MKSynergy - Account Information page - Primary Addresses section - Edit View

 

« An asterisk next to a field name indicates that this is a mandatory field!

 

i.Street * - Tap (Click) this field and enter the Customer Account's address line information

ii.City * - Tap (Click) this field and enter the City

iii.State * - Tap (Click) the down-arrow on the right of this field and select the State in which this Account resides

iv.Zip * - Tap (Click) this field and enter the Zip Code

 

d.Phone numbers including primary, 2 alternate  and a fax number fields

 

HelpFilesMKSSynergy-AccountInformationPage-EditView-PhoneNumbersSection

MKSynergy - Account Information page - Phone Numbers section - Edit View

 

Automatic Telephone Number formatting is not provided.  

The default title of each telephone number may be changed as needed (see Label below)

 

i.Primary phone # - Tap (Click) this field and enter the appropriate Telephone Number

ii.Extension - Tap (Click) this field and enter an Extension when required

iii.Label - A specific "title" for this Telephone Number (e.g., 'Main', 'Back Room', 'Warehouse', 'Boss', 'Security', etc.) may be defined. Tap (Click) this field and enter that name

iv.Alternate phone # 1 - Tap (Click) this field and enter the appropriate Telephone Number, if available

v.Extension - Tap (Click) this field and enter an Extension when required

vi.Label - A specific "title" for this Telephone Number (e.g., 'Main', 'Back Room', 'Warehouse', 'Boss', 'Security', etc.) may be defined. Tap (Click) this field and enter that name

vii.Alternate phone # 2 - Tap (Click) this field and enter the appropriate Telephone Number, if available

viii.Extension - Tap (Click) this field and enter an Extension when required

ix.Label - A specific "title" for this Telephone Number (e.g., 'Main', 'Back Room', 'Warehouse', 'Boss', 'Security', etc.) may be defined. Tap (Click) this field and enter that name

x.Fax - Tap (Click) this field and enter the appropriate Fax Number, if available

 

e.Email addresses including any number of Email address

 

HelpFilesMKSSynergy-AccountInformationPage-EditView-EmailAddressesSection

MKSynergy - Account Information page - Email Addresses section - Edit View

 

i.Email - A list of the Email addresses identified for the Customer Account are listed

ii.Add - Tap (Click) the Add button to enter another Email address

 

f.Aging with Current, 1-30, 31-60, 61-90 and 90+ days aging and total balance due information as view only

 

HelpFilesMKSSynergy-AccountInformationPage-AgingSection

MKSynergy - Account Information page - Aging section - View Only

 

2.Address assignments tab - Sometimes Invoices, Statements, and customer related Reports are mailed to different addresses than the Account's default main address.

 

HelpFilesMKSSynergyCustomerAccountInformationOption-AddressAssignmentsTab

MKSynergy - Account Information page - Address assignments tab

 

a.Invoice assignments - Identify an alternate Address (and any Months to which they apply) as needed, for the Invoices sent to this Customer Account

 

HelpFilesMKSSynergy-AccountInformationPage-EditView-InvoiceAssignmentsSection

 

i.Default invoice address - Tap (Click) the down-arrow on the right of this field and select the appropriate Address (see B. Addresses below) to which Invoices are to be sent  

ii.List of Months -

 

b.Statement assignments - Identify an alternate Address (and any Months it applies) as needed, for the Statements sent to this Customer Account

 

HelpFilesMKSSynergy-AccountInformationPage-EditView-StatementAssignmentsSection

 

i.Customer statement address - Tap (Click) the down-arrow on the right of this field and select the appropriate Address (see B. Addresses below)  to which Statements are to be sent  

ii.List of Months - Tap (Click) the check box of the appropriate Month(s)

 

c.Others - Identify an alternate Address (and any Months it applies) as needed, for the Other cases list below where documents are sent to this Customer Account

 

HelpFilesMKSSynergy-AccountInformationPage-EditView-OtherAssignmentsSection

MKSynergy - Account Information page - Address assignments tab - Other Addresses

 

i.Default proposal address - Tap (Click) the down-arrow on the right of this field and select the appropriate Address (see B. Addresses below) to which Proposals are to be sent  

ii.Default service address - Tap (Click) the down-arrow on the right of this field and select the appropriate Address (see B. Addresses below) to which Technicians & Work Orders are to be sent  

iii.Open and close - Tap (Click) the down-arrow on the right of this field and select the appropriate Address (see B. Addresses below) to which Open/Close Reports are to be sent  

iv.Call list verification - Tap (Click) the down-arrow on the right of this field and select the appropriate Address (see B. Addresses below) to which Call List Verification notices are to be sent  

v.Customer information - Tap (Click) the down-arrow on the right of this field and select the appropriate Address (see B. Addresses below) to which Customer Information reports are to be sent  

 

3.Receivable Settings tab  

 

HelpFilesMKSSynergyCustomerAccountInformationOption-ReceivableSettingsTab

MKSynergy - Account Information page - Receivables settings tab

 

a.Receivables - Identify a Division assignment (if needed) and other rules relating the management of the Accounts Receivable related financial transactions for this Customer Account:

 

HelpFilesMKSSynergy-AccountInformationPage-EditView-ReceivablesSection

MKSynergy - Account Information page - Edit View - Receivables section

 

i.Individual RMR Invoice - If the Recurring Revenue Invoices for any Service Only Accounts associated with this Customer Account are to receive their own Recurring Revenue Invoices (e.g., their charges are not to be included in the Invoice with all Location's charges), Tap (Click) this check box

ii.Interest chargeable - If past due Interest (i.e., Late Charges) are to be assessed on this Customer Account, Tap (Click) this check box

iii.Division - If this Customer Account is a member of, or should be assigned to a Division, Tap (Click) the down-arrow on the right side of this field and select that Division

iv.Credit balance - Tap (Click) this to field to enter a maximum credit balance for this Customer Account

v.Late fee group - Tap (Click) the down-arrow on the right of this field and select the appropriate Late Fee Group to which this Customer Account should be assigned

vi.Mark-up group ID - Tap (Click) the down-arrow on the right of this field and select the appropriate Mark-up group ID to which this Customer Account should be assigned

vii.Payment Terms (days) - Terms (specified Number of Days following the Sale Date will become the Invoice's Date Due) may be assigned on an Account by Account basis or globally on a company-wide basis based on your Company's policy. Tap (Click) this to field to enter the Terms for this Customer Account, if applicable

 

b.Taxes - Identify the Sales Taxation rules that are to be (were) applied to this Customer Account

 

HelpFilesMKSSynergy-AccountInformationPage-EditView-TaxesSection

MKSynergy - Account Information page - Edit View - Taxes section

 

« An asterisk next to a field name indicates that this is a mandatory field!

 

i.Tax rate - Tap (Click) the down-arrow on the right of this field and select the Sales Tax Rate ID to identify the Taxing Authority this Customer Account must collect Sales Tax

ii.Tax code - The default Tax code (e.g., Y,N 1,2, or 3) for the Tax rate selected above will be inserted, but may be changed as needed.

iii.Tax percentage - The default Tax percentage for the Tax rate selected above will be inserted, but may be changed as needed.

iv.Tax exempt certificate - Iif this Customer Account is Tax Exempt, Tap (Click) this field and enter their Tax Exemption Certificate Number

 

B.Addresses option on the CUSTOMER Menu displays the Addresses page for a selected Customer Account.

 

HelpFilesMKSSynergy-CUSTOMERMenu-AddressesPage

MKSynergy - CUSTOMER Menu - Addresses page

 

1.Sometimes Customers - particularly those having multiple service locations - will request that specific types of documents (e.g., Invoices, Proposals, Service Requests, Account Statements, Opening & Closing Reports, Call List Verification letters and/or Customer Information reports) be mailed to different Locations or to special Alternate Mailing Addresses which are not entered as the Customer's primary Premises Address in the Customer Information Page.

2.These Alternate Mailing Addresses may not actually be protected buildings (e.g., Post Office Box Numbers or a Company office that is "out of town").

3.Once these Alternate Mailing Addresses (Addresses) are defined these Addresses may be assigned to the appropriate report type(s) based on the needs of each Customer (see 2., a. b, and c. in Address assignments tab - see Alternate Mailing Addresses - above)

4.Any number of alternate Addresses may be created

5.Once an Address assignment has been made, the associated document will be addressed (mailed) to that assigned address (verses the default address of the Customer Account)

 

Add - Tap (Click) this option to enter an Alternate Address for the selected Customer Account

 

HelpFilesMKSSynergy-AddressesPage-AddAddressPop-up

 

i.Name * - Tap (Click) this field and enter the Customer's name (up to 70 characters in length - but keep in mind the limited display area of a standard #10 Window Envelope).

ii.Street * - Tap (Click) this field and enter the Customer Account's address line information

iii.City * - Tap (Click) this field and enter the City

iv.State * - Tap (Click) the down-arrow on the right of this field and select the State in which this Account resides

v.Zip * - Tap (Click) this field and enter the Zip Code

vi.Phone - Tap (Click) this field and enter the appropriate Telephone Number

 

C.Recurring Revenue option on the CUSTOMER Menu displays the Recurring Monthly Revenue page for a selected Customer Account.

 

HelpFilesMKSSynergy-CUSTOMERMenu-RecurringRevenuePage

MKSynergy - CUSTOMER Menu - Recurring Revenue page

 

1.Add fixed-term item - Tap (Click) this option to enter another fixed-term Recurring Revenue item for this Customer Account  

 

HelpFilesMKSSynergy-CUSTOMERMenu-RecurringRevenue-AddFixedTermRMR

MKSynergy - CUSTOMER Menu - Recurring Revenue page - Add fixed-term RMR item

 

« An asterisk next to a field name indicates that this is a mandatory field!

 

a.Sale Item * - Tap (Click) the Search Icon and to display the Search sale item pop-up

 

HelpFilesMKSSynergy-CUSTOMERMenu-RecurringRevenue-SearchSaleItemPop-up

MKSynergy - CUSTOMER Menu - Recurring Revenue page - Add RMR item - Search sale item pop-up

 

i.Enter a brief description of the desired Recurring Revenue Sales Category

ii.Tap (Click) the Search button

iii.Tap (Click) the right-arrow " to make the sale item selection

 

Once the Sale Item has been identified:

 

b.Billing Applies * - Tap (Click) the down-arrow on the right of this field and select either monthly or per billing frequency

c.Billing Frequency * - Tap (Click) the down-arrow on the right of this field and select the appropriate Billing Frequency (e.g., monthly, quarterly, annually, etc.)

d.Number of repayments * - This is a fixed term recurring item so it requires a finite number of payments to fulfill the contract. Enter that number.

e.Balance * - This is a fixed term recurring item so it is "paying off" a gross contract amount.  Enter that Amount

f.Bill Amount - System calculated and displayed automatically

g.Date to start - By default, this will be Today but may be changed as needed (see Setting the Date below)

h.Date to end - By default, this will be Today plus the Number of repayments entered above but may be changed as needed (see Setting the Date below)

Setting the Date- For either Start or End Date entry, Tap (Click) the Calendar Icon to open the Calendar/Date pop-up and set that Date,as required.

i.Billing Cycle * - Tap (Click) the down-arrow on the right of this field and select the appropriate Billing Cycle.

Billing Cycles are set so the related Customer will be Billed as part of a set of Customers (e.g., Accounts that came on line in the early part of the month versus Accounts that came on line later in the a month, and Billing Cycles let you set the specific Day within the month when those Accounts will be billed and also when their Invoices are Dated).

j.Apply 1 month discount - Only applicable if the Fixed Term Recurring Revenue item is billed annually - which is unlikely

k.Local Tax Code * - Tap (Click) the down-arrow on the right of this field and select the appropriate Tax Code (i.e., Y, N, 1, 2, or 3)

l.Local Tax Percentage - Tap (Click) this field and enter sales tax rate to be assessed on taxable recurring revenue items (e.g., seven and a half percent is entered as 7.5)

m.If Canada GST and/or HST must be charged:

i.Your Company is in Canada and so is required to collect sales tax from your Customers on many of the items they purchase.

ii.Depending on the Province or Territory in which your Company operates its business, and the Province or Territory in which you sell products and services, you need to collect:

a)A combination of GST and PST  

b)GST only

c)HST only

d)HST in some areas and PST + GST in others

 

HelpFilesMKSSynergy-CUSTOMERMenu-RecurringRevenue-AddFixedTermRMR-GSTHST

 

iii.National Tax Code - Tap (Click) the down-arrow on the right of this field and select either N, 1, 2, or 3 as appropriate

iv.National Tax Percentage - Tap (Click) this field and enter the National Tax percentage rate

v.HSTGST Tax Code - Tap (Click) this box if the Customer must pay an HST or GST rate only

vi.HSTGST Tax Percentage - Tap (Click) this field and enter that HST or GST tax rate

 

n.Exclude remaining payments info - To prevent the Remaining Balance Notice from being included on the Invoice, Tap (Click) this check box

o.Save - Tap (Click) this button to record your entry.

 

2.Add open-term item - Tap (Click) this option to enter another open-term Recurring Revenue item for this Customer Account

 

HelpFilesMKSSynergy-CUSTOMERMenu-RecurringRevenue-AddOpenTermRMR

MKSynergy - CUSTOMER Menu - Recurring Revenue page - Add open-term RMR item

 

« An asterisk next to a field name indicates that this is a mandatory field!

 

a.Sale Item * - Tap (Click) the Search Icon and to display the Search sale item pop-up

 

HelpFilesMKSSynergy-CUSTOMERMenu-RecurringRevenue-SearchSaleItemPop-up

MKSynergy - CUSTOMER Menu - Recurring Revenue page - Add RMR item - Search sale item pop-up

 

i.Enter a brief description of the desired Recurring Revenue Sales Category

ii.Tap (Click) the Search button

iii.Tap (Click) the right-arrow " to make the sale item selection

 

b.Exclude Monthly Rate Statement - Tap (Click) this check box if you do not want the Monthly Rate and Number of Months being billed to be printed on the Invoice,

c.Billing Applies * - Tap (Click) the down-arrow on the right of this field and select either monthly or per billing frequency

d.If Canada GST and/or HST must be charged:

i.Your Company is in Canada and so is required to collect sales tax from your Customers on many of the items they purchase.

ii.Depending on the Province or Territory in which your Company operates its business, and the Province or Territory in which you sell products and services, you need to collect:

a)A combination of GST and PST  

b)GST only

c)HST only

d)HST in some areas and PST + GST in others

 

HelpFilesMKSSynergy-CUSTOMERMenu-RecurringRevenue-AddOpenTermRMR-GSTHST

 

iii.National Tax Code - Tap (Click) the down-arrow on the right of this field and select either N, 1, 2, or 3 as appropriate

iv.National Tax Percentage - Tap (Click) this field and enter the National Tax percentage rate

v.HSTGST Tax Code - Tap (Click) this box if the Customer must pay an HST or GST rate only

vi.HSTGST Tax Percentage - Tap (Click) this field and enter that HST or GST tax rate

 

e.Billing Frequency * - Tap (Click) the down-arrow on the right of this field and select the appropriate Billing Frequency (e.g., monthly, quarterly, annually, etc.)

f.Billing Cycle * - Tap (Click) the down-arrow on the right of this field and select the appropriate Billing Cycle.

Billing Cycles are set so the related Customer will be Billed as part of a set of Customers (e.g., Accounts that came on line in the early part of the month versus Accounts that came on line later in the a month, and Billing Cycles let you set the specific Day within the month when those Accounts will be billed and also when their Invoices are Dated).

g.Local Tax Code * - Tap (Click) the down-arrow on the right of this field and select the appropriate Tax Code (i.e., Y, N, 1, 2, or 3)

h.Monthly bill amount - Tap (Click) this field and enter the monthly rate for this item

p.Local Tax Percentage - Tap (Click) this field and enter sales tax rate to be assessed on taxable recurring revenue items (e.g., seven and a half percent is entered as 7.5)

i.Date to start - By default, this will be Today but may be changed as needed (see Setting the Date below)

Setting the Date- For the Start Date entry, Tap (Click) the Calendar Icon to open the Calendar/Date pop-up and set that Date, as required.

j.Apply 1 month discount - Tap (Click) this check box if the Open Term Recurring Revenue item is billed annually and your Company provides a one month discount for annual payment

k.Save - Tap (Click) this button to record your entry.

 

3.Actions - There are two Action Icons plus some Add and a Refresh button.

a.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconLook up the details of  a selected Recurring Revenue item

b.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-EditIcon Edit the selected Recurring Revenue item information

 

D.Related Accounts option on the CUSTOMER Menu displays the Related Accounts page for a selected Customer Account.

Related Accounts are those Accounts which are installed, managed and serviced by the currently selected Customer Account

Creating a Related Account identifies these type of Accounts

 

HelpFilesMKSSynergy-CUSTOMERMenu-RelatedAccountsPage

MKSynergy - CUSTOMER Menu - Related Accounts page

 

1.Add related account - Tap (Click) this button to display the Add customer account page

This is where an additional Customer may be added, and automatically identified as a Related Account to the originally selected Customer Account

 

HelpFilesMKSSynergy-CUSTOMERMenu-RelatedAccounts-AddCustomerAccount

MKSynergy - CUSTOMER Menu - Related Accounts page - Add customer account pop-up

 

« An asterisk next to a field name indicates that this is a mandatory field!

 

General information

a.Customer name * - Tap (Click) this field to enter the customer's account name

b.Attention - Tap (Click) this field to enter an Attention line.  

i.The Attention line will be printed below the Customer's Name on their Invoice's Mailing Address (up to 30 characters in length).

ii.This may be used for a building name, a person, suite number, additional address information or skipped entirely - depending on what you need.

d.C/O - Tap (Click) this field to enter a Care Of line.

i.The Care Of field also provides a place to expand the Customer's address information, and will appear below the Attention line (up to 30 characters in length), if entered.  

e.Salesman * - and set that Off Line Date, as appropriate Employee who is assigned to this Account

 

Primary address

a.Street * - Tap (Click) this field to enter the customer's street address

b.City * - Tap (Click) this field to enter the City.

c.County - Tap (Click) this field to enter the name of their County

d.State * - Tap (Click) the down-arrow on the right of this field and select the State in which this Account resides

e.Zip * - Tap (Click) this field to enter their Zip code.

 

Phone numbers

a.Primary phone # - Tap (Click) this field and enter the appropriate Telephone Number

b.Extension - Tap (Click) this field and enter an Extension when required

c.Label - A specific "title" for this Telephone Number (e.g., 'Main', 'Back Room', 'Warehouse', 'Boss', 'Security', etc.) may be defined. Tap (Click) this field and enter that name

d.Alternate phone # 1 - Tap (Click) this field and enter the appropriate Telephone Number, if available

e.Extension - Tap (Click) this field and enter an Extension when required

f.Label - A specific "title" for this Telephone Number (e.g., 'Main', 'Back Room', 'Warehouse', 'Boss', 'Security', etc.) may be defined. Tap (Click) this field and enter that name

g.Alternate phone # 2 - Tap (Click) this field and enter the appropriate Telephone Number, if available

h.Extension - Tap (Click) this field and enter an Extension when required

i.Label - A specific "title" for this Telephone Number (e.g., 'Main', 'Back Room', 'Warehouse', 'Boss', 'Security', etc.) may be defined. Tap (Click) this field and enter that name

j.Fax - Tap (Click) this field and enter the appropriate Fax Number, if available

 

Email addresses

a.Email - A list of the Email addresses identified for the Customer Account are listed

b.Add - Tap (Click) the Add button to enter another Email address

 

Save - Tap (Click) this button to record your entry

 

2.Actions - There in one Action Icon.

a.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconLook up the Account Information page (see A., 1. Account Information tab above) of the selected Related Account item

 

E.Local Central Station option on the CUSTOMER Menu displays the CENTRAL-STATION sub-menu options for a selected Customer Account and defaults to the Panels page

1.A Local Central Station is the monitoring station owned/operated by your Company or a direct partner that uses the MKMS and/or MKMSCS software to provide your Customer Accounts with their Monitoring Services.

2.If this Customer Account has been assigned to a Local Central Station, it will be listed

3.+ Create local central-station - If this Customer Account has not been assigned to a Local Central Station and you need to do so:

a.Tap (Click) this button to open the Create site pop-up

 

HelpFilesMKSSynergy-CUSTOMERMenu-RelatedAccounts-CreateSite

MKSynergy - CUSTOMER Menu - Local Central-Station page - Create site pop-up

 

4.Create site pop-up data entry

« An asterisk next to a field name indicates that this is a mandatory field!

 

a.Date online * - By default Today will be inserted but may be changed as needed (see Setting the Date below)

Setting the Date- To change the Start Date entry, Tap (Click) the Calendar Icon to open the Calendar/Date pop-up and set that Date, as required.

b.Date offline - To put this Customer Account (and all Panels identified for it) Off Line, Tap (Click) the Calendar Icon to open the Calendar/Date pop-up

i.Set that Off Line Date, as appropriate

ii.To put this Subscriber back On Line, Tap (Click) the Calendar Icon to open the Calendar/Date pop-up and delete the Date information.

iii.This action puts All CSIDs defined in the Panels page for this Customer Account back On Line.

c.Security company - If emergency response services are provided by an entity other than (or in addition to) a Police or Fire department, Tap (Click) the down-arrow on the right of this field and select the Security company which will be providing these (additional) response services

d.Account type - Tap (Click) the down-arrow on the right of this field and select the Type of  account this is (e.g., Commercial, Residential, Industrial, etc.)

e.Alarm group - Because every monitored Account must be assigned to an Alarm Group, Tap (Click) the down-arrow on the right of this field and select the Alarm group  

i.Each Operator, based on acquired skills, is assigned to one of more Alarm Group(s)

ii.Assigning a monitored Account to the appropriate Alarm Group assures that the Subscriber's Alarm Signals are routed to Operators who:

a)Will better understand the Account type of the System being monitored

b)Has the specialized Skills needed to properly handle their Alarm Signals,

c)Is assigned to process Alarm Signals received from a specific location (city, state, alternate central station)

d)Speaks the language used by the person to which she/he is currently responding.

f.Town Code * - Tap (Click) the down-arrow on the right of this field and select the Town Code representing the jurisdiction (responding authorities) in which this Customer Account is located

g.Investigator required - If this is a UL Classified Account (see y. UL Classification below),and because of that, an Investigator from a Security Company (see c. above) must respond to certain Alarm Signals, Tap (Click) this Investigator required check box

h.PD Permit # - If the Burglar Alarm System at this premises must be permitted by the local jurisdiction's responding police department, Tap (Click) this field and enter that Police Department's Permit number

i.FD Permit # - If the Fire Alarm System at this premises must be permitted by the local jurisdiction's responding fire department and/or medical response team), Tap (Click) this field and enter that Fire Department's Permit number

j.Password - Tap (Click) this field and enter the Password the customer must provide to identify and verify he/she is permitted to speak on behalf of the Customer Account during an Alarm Verification process.

k.Duress - Tap (Click) this field and enter the Duress code the customer must provide to alert the Operator that they are under an imminent threat/duress and need immediate help

l.Directions - Tap (Click) this field and enter a brief instructions on how to locate this Customer Account's premises

m.Cross street - Tap (Click) this field and enter the nearest cross street to this Customer Account's premises

n.Video ID - If a Video interface will be used, Tap (Click) this field and enter that type of interface

o.Honor DST - If Daylight Savings Time is used where this Customer Account is located, Tap (Click) this Honor DST check box

p.Keys held - If your Company has the keys to this Customer Account's premises, Tap (Click) this Keys held check box

q.Time difference from GMT - Tap (Click) the down-arrow on the right of this field and select the Time Zone in which this Customer Account resides

r.Has sounder - If these is an Audible Alarm (siren, bell) at this Customer Account's premises, Tap (Click) this Has sounder check box

s.False alarm notification - By default, this will be set as Don't Notify. Alternately,Tap (Click) the down-arrow on the right of this field and select Notify when exceeded

Choosing the appropriate Notification requirement:

i.Notify When Exceeded - Choose this option to automatically Notify the Operator when the Maximum number of allowable False Alarms has been exceeded.

ii.Don't Notify - Choose this option to ignore any False Alarm Tracking reporting requirements relating to False Alarms from this Customer Account.

t.O & C Supervised - By default, this will be set as None. Tap (Click) the down-arrow on the right of this field and select the appropriate option (i.e., Open, Close, Both, None)

u.Notify subscriber on dispatch - By default, this will be set as None. Tap (Click) the down-arrow on the right of this field and select the appropriate option (i.e., Pager, Email, None)

v.Report frequency - By default, this will be set as None. Tap (Click) the down-arrow on the right of this field and select the appropriate option (i.e., Bi-Weekly, Daily, Monthly, None, Weekly)

w.Dealer - By default, this field will be set as blank. Tap (Click) the down-arrow on the right of this field and select the Dealer to whom this Customer Account is associated (if appropriate)

x.Sub-dealer - By default, this field will be set as blank.

i.However, if a Dealer has been identified above and this Customer Account is actually associated with a Sub-dealer of the Dealer, Tap (Click) the down-arrow on the right of this field and select that Sub-dealer (when appropriate)

y.UL Classification - By default, this field will be set as blank.

i.However if the installation at this Customer Account is to be UL Classified this field becomes mandatory, Tap (Click) the down-arrow on the right of this field and select the appropriate UL Classification

ii.UL Classifications:

1.UL® Central Station fire alarm systems,

2.UL® Central station burglar alarm systems,

3.UL® proprietary burglar alarm systems,

4.UL® national industrial burglar alarm systems,

5.UL® mercantile burglar alarm systems,

6.UL® residential burglar alarm systems, and account number.

z.UL Response time - If the installation at this Customer Account is (to be) UL Classified (see UL Classification above), Tap (Click) this field and enter the required UL Response time (in minutes)

aa.Video configuration - If required, enter as appropriate

ab.Central Notes - This entry populates the Comments field on the Sub Info (F2) Form in MKMSCS which an Operator may view, and is displayed for the Operator as an Alarm Signal is being Processed.

i.Enter whatever note or comment an Operator should see while Processing an Alarm for this Customer Account

ii.This Central Notes field supports Bold, Italics, (left center and right) justification, numbering and bullets

ac.Test Notes - This is a Note or Comment - which will always be presented to an Operator when any Panel (CSID) defined for this Customer Account is Placed on Test

ad.Save - Tap (Click) this button to record your entry

 

F.Remote Central Station option on the CUSTOMER Menu displays the appropriate CENTRAL-STATION sub-menu options for a selected Customer Account

A Remote Central-Station is the monitoring station owned/operated by a separate company that monitors a selected Customer Account but uses a different provider's software (e.g., MAS, Stages Remote CS, Rapid Web, etc., or the MKS Remote CS software).  

When this option is selected, the displayed Panels page (see immediately below) may vary.

 

1.Panels - When the Panels page is displayed, it will list all of the Panels associated the Customer Account

 

HelpFilesMKSynergy-RemoteCentralStation-PanelsPage1

MKSynergy - CENTRAL-STATION Menu - Panels page

 

a.Actions: Each listed Panel (CSID) has these two Action Icons available:

1)HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconPanel Information - Tap (Click) this button to display the Panel Information page (see D., 1. Panel Information below) for the selected CSID.

2)HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-Zones-OnTestSliderOn Test slider - Tap (Click) this button to place the selected Panel on test (you must enter the number of Hours this on test status should be activated

 

a.An Add (Panel) option is available which opens the Create Panel pop up page which will be formatted based on the software being used at that Remote Central-Station  

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-CreatePanelEntry

MKSynergy - Remote Central Station - Panels page - sample Create Panel pop-up with data

 

2.Site Information - When the Site Information page is displayed (when selected or instead of the Panels page), it will be formatted based on the software being used at that Remote Central-Station  

 

HelpFilesMKSynergy-RemoteCentralStation-SiteInformationPage

MKSynergy - Remote Central Station - Site Information page - sample data with Account Info & Address tabs

 

G.Invoices option on the CUSTOMER Menu displays the Invoices page for a selected Customer Account.

 

HelpFilesMKSynergy-CUSTOMER-MENU-InvoicesPage

MKSynergy - CUSTOMER Menu - Invoices page

 

1.Refresh - Tap (Click) the Refresh button to re-load the currently selected Invoice's data.

2.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconTap (Click) the Lookup Icon for any listed Invoice to display the Invoice Details of a selected Invoice

 

HelpFilesMKSynergy-CUSTOMER-MENU-InvoicesDetailsPage

MKSynergy - CUSTOMER Menu - Invoices page - Invoice Details

 

3.Edit - Tap (Click) this button to Edit the Invoice Details information

4.Refresh - Tap (Click) the Refresh button to re-load the currently selected Invoice's data.

 

H.Payment Methods option on the CUSTOMER Menu displays the Payment Methods page for a selected Customer Account

 

HelpFilesMKSynergy-CUSTOMER-MENU-PaymentMethodsPage

MKSynergy - CUSTOMER Menu - Payment Methods page

 

1.Add bank account - Tap (Click) this button to display the Add bank account pop-up

 

HelpFilesMKSynergy-CUSTOMER-MENU-PaymentMethods-AddBankAccount

MKSynergy - CUSTOMER Menu - Payment Methods page - Add bank account pop-up

 

a.Friendly name - Typically the Bank's Name and the last four digits of the Account Number.

b.Type - Tap (Click) the drop down arrow to choose the appropriate Account Type.

c.Name on account - Enter the (person or business) Name associated with this Bank Account (only letters, no numbers or punctuation marks are permitted)

d.Bank account number - As assigned by the Bank

e.Routing number - As assigned by the Bank

f.Check number - normally not required

g.Save - Tap (Click) Save to record the Bank Account entry.

 

2.Add credit card - Tap (Click) this button to display the Add credit card pop-up

 

HelpFilesMKSynergy-CUSTOMER-MENU-PaymentMethods-AddCreditCard

MKSynergy - CUSTOMER Menu - Payment Methods page - Add credit card pop-up

 

a.Card information -

i.Cardholder's name * - Enter the (person or business) Name associated with this Credit Card (only letters, no numbers or punctuation marks are permitted)

ii.Description * - Typically the Credit Card type and the last four digits of the Account Number.

iii.Card number * - As printed on the Credit Card

iv.Expiration date * - As printed on the Credit Card in the format "mmyy"

v.Type * - Tap (Click) the drop down arrow to choose the appropriate Credit Card type

b.Billing address -

i.Address * - Enter the Billing Street Address (or POB Address) for this Credit Card

ii.City * - Enter the Billing Address City for this Credit Card

iii.State - Enter the Billing Address State (pr Province) code for this Credit Card

iv.Zip * - Enter the Billing Address Zip Code for this Credit Card

c.Save - Tap (Click) Save to record the Credit Card entry

 

3.Refresh - Tap (Click) the Refresh button to re-load the currently defined Payment Methods for this Customer Account

4.Actions Icons - There are two Action Icons available for each defined Payment Method:

 

HelpFilesMKSSynergyCustomerAccount-PaymentMethod-Icons

Edit & Delete Icons

 

a.Edit - Tap (Click) this Icon to open the Edit (Credit Card or Bank Account) dialog for the selected Payment Method

b.Delete - Tap (Click) this Icon to Delete the selected Payment Method

 

I.Receipts option on the CUSTOMER Menu displays the Receipts page for a selected Customer Account.

 

HelpFilesMKSynergy-CUSTOMER-MENU-ReceiptsPage

MKSynergy - CUSTOMER Menu - Receipts page

 

1.Refresh - Tap (Click) the Refresh button to re-load the currently listed Receipts for this Customer Account    

2.Actions Icons - There is only one Action Icon (Look-up) available for each listed Receipt:

a.Tap (Click) the Receipts Look-up button to display the Receipt Details page  

 

HelpFilesMKSynergy-CUSTOMER-MENU-ReceiptDetailsPage

MKSynergy - CUSTOMER Menu - Receipts - Receipt Details page

 

b.Tap (Click) the Receipt Items Look-up button to display the Invoice Details page for that Receipt  

 

HelpFilesMKSynergy-CUSTOMER-MENU-InvoicesDetailsPage

MKSynergy - CUSTOMER Menu - Receipt Details page - Look up Invoice Details

 

J.Workorders option on the CUSTOMER Menu displays the Workorders page for a selected Customer Account.

 

HelpFilesMKSynergy-CUSTOMER-MENU-WorkOrdersPage

MKSynergy - CUSTOMER Menu - Work Orders page

 

1.Refresh - Tap (Click) the Refresh button to re-load the currently listed Work Orders for this Customer Account    

2.Actions Icons - There is only one Action Icon (Look-up) available for each listed Work Order:

a.Tap (Click) the Work Order Look-up button to display the Work Order Details page  

 

HelpFilesMKSynergy-CUSTOMER-MENU-WorkOrderDetailsPage

MKSynergy - CUSTOMER Menu - Work Order Details page

 

Logout - The Users Name is displayed at the top right of any page.

 

HelpFilesMKSSynergyLogOut

MKSynergy - Customer Accounts - Logout page

 

Tap (Click) that Name and select the Logout option

 

HelpFilesMKSSynergyLogOutOption

Logout option

 

 

The Logout pop-up will be displayed

Tap (Click) Logout to exit MKSynergy