Manual Contact

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

This Help File Page was last Modified on 11/18/2023

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Manual Contact

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

This Help File Page was last Modified on 11/18/2023

Manual Contact - Manually generated contacts are frequently required by Central Station Operators and other Personnel within your Company.

Any Operator using MKMSCS may Select the Manual Contact option on the Actions tab and Click on Contact to display the Contact dialog which makes all of the Manual Contact Methods available in one place.

 

HelpFilesActionsTabManualContactOption

Actions tab - Manual Contact option

 

Contact - The Contact dialog presents three Drop-Down Selection List fields.  

Then, based on the choices made, the Message Kind Drop-Down Selection List and message entry box is used to complete the required Contact.

 

HelpFilesActionMenu-ManualContactDialog

 Manual Contact - Contact dialog

 

Select Contact Type - Using the Drop-Down Selection List provided, Choose the type of Contact that is to be made.  

 

HelpFilesActionMenu-ManualContactDialog-SelectContactTypeField

Manual Contact - Contact dialog - Select Contact Type field options

 

a.Contact - Send a communication to an existing Contact

b.Dealer - Send a communication to an existing Dealer

c.Employee - Send a communication to an existing Employee

d.Prospect - Send a communication to an existing Prospect

e.Subscriber - Send a communication to an existing Subscriber

 

Select Contact - Based on the Contact Type selected above, the appropriate Search dialog:

 

HelpFilesActionMenu-ManualContactDialog-SelectContactField

Manual Contact - Contact dialog - Select Contact field

 

a.Contact - When Contact (see a. Contact above) was selected as the Contact Type,

 

HelpFilesManualContact-Contact-SelectSubscriberORPanel

Select Panel - Search dialog

 

1)Click the Ellipse to display the Select Panel dialog

a)If the selected Search By option is Subscriber Name, select the appropriate Subscriber

b)If the selected Search By option is CSID select the appropriate CSID

2)In either case, the associated CSID will be inserted into the Select Contact field  

 

b.Dealer - When Dealer (see b. Dealer above) was selected as the Contact Type,

 

HelpFilesManualContact-DealerSelectDealerORCode

Select Dealer - Search Dialog

 

i.Click the Ellipse to display the Select Dealer dialog

a)If the selected Search By option is Dealer, select the appropriate Dealer

b)If the selected Search By option is Dealer Code select the appropriate Code

ii.In either case, the associated Dealer Name will be inserted into the Select Contact field  

 

c.Employee - When Employee (see c. Employee above) was selected as the Contact Type,

 

HelpFilesManualContact-EmployeeSelectEmployeeORCode

Select Dealer - Search Dialog

 

i.Click the Ellipse to display the Select Employee dialog

a)If the selected Search By option is Employee, select the appropriate Employee

b)If the selected Search By option is Employee Code select the appropriate Code

i.In either case, the associated Employee Name will be inserted into the Select Contact field  

 

d.Prospect - When Prospect (see d. Prospect above) was selected as the Contact Type,

i.Click the Ellipse to display the Select Prospect dialog

a)If the selected Search By option is Prospect, select the appropriate Prospect

b)If the selected Search By option is Prospect ID select the appropriate Code

ii.In either case, the associated Prospect Name will be inserted into the Select Contact field  

 

e.Subscriber - When Subscriber (see e. Subscriber above) was selected as the Contact Type,

i.Click the Ellipse to display the Select Subscriber dialog

a)If the selected Search By option is Subscriber, select the appropriate Subscriber

b)If the selected Search By option is Subscriber ID select the appropriate Code

ii.In either case, the associated Subscriber Name will be inserted into the Select Contact field  

 

Contact Via - Using the Drop-Down Selection List provided, Choose the Contact Via method that is to be used

 

HelpFilesActionMenu-ManualContactDialog-ContactViaField

Manual Contact - Contact dialog - Contact Via field options

 

a.Email - Send the required message via Email to the Contact selected above

b.Voice Message - Send the required message via a Voice Massage to the Contact selected above

c.Pager - Send the required message via a Pager to the Contact selected above

d.Phone Call - Make a Phone Call to the Contact selected above

e.SMS - Send the required message via a Text Message to the Contact selected above

 

Phone Call - When Contact Via - Phone Call is selected, a list of the available telephone numbers previously entered for the selected Contact's Panel will be displayed.

 

HelpFilesActionMenu-ManualContactDialog-ContactViaPhoneCall

Manual Contact - Contact dialog

Contact Via Phone Call with Phone Contact List

 

a.Clear - Removes all previously entered information from the Contact dialog  

b.Dial - Click this button to make the Phone Call.

c.Close - Closes the Contact dialog

 

Except where a Phone Call (see d. Phone Call and Phone Call discussion immediately above) was selected as the Contact Via option, three additional fields will be displayed:

 

HelpFilesActionMenu-ManualContactDialog-ContactViaEmail

Manual Contact - Contact dialog

Contact Via Email with Email and Message information

 

a.Subject - This field is only displayed when Email was selected ans the Contact Via option. Enter an appropriate Subject line for the Email to be sent.

b.Message Kind - Not presented if Phone Call selected as the Contact Via option.

i.Choose either a Manual Message or a Predefined Message:

a)Manual Message - When Manual Message is selected, enter the desired message to be sent to this Contact

b)Predefined Message - When Predefined Message is selected, use the Drop-Down Selection List provided to Choose the appropriate message to be sent to this Contact

c.Message to be sent - Enter the message manually OR Choose a Predefined Message

 

HelpFilesActionMenu-ManualContactDialog-ContactViaSMS-ManualMessage

Manual Contact - Contact dialog

Contact Via SMS using Manual Message with Message information

 

i.A Text Box is displayed when the Manual Message option was selected

ii.A Predefined Message - Click the Search option and select the appropriate Predefined Message

 

Any Operator while Processing Signals within MKMSCS may Select the Contact option on the Signal Processing Form

 

HelpFilesSignalProcessingActionsMenuContactButton

Signal Processing - Action options

 

This will display the Select Contact dialog.

 

HelpFilesActions-SelectContact

Select Contact dialog

 

Choose to whether a Dealer or Subscriber Contact is required.

Select the desired communication method.

 

HelpFilesManualEmainContactFromSignalProcessingScreen

Completed Manual Email dialog

 

Complete the required information as needed.

Click Send.

 

 

To display this Contact dialog within the MKMS application:

From the Backstage Menu System in MKMS, Select File and Choose Communications then Select the Contact option, or

From the Quick Access Menu in MKMS, Select File and Choose Communications then Select the Contact option

 

HelpFiles-Files-CommunicationsMenuOptions-Contact

File Menu - Communications sub-menu - Contact option