MKSynergy

This Help File Page was last Modified on 10/03/2020

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MKSynergy

This Help File Page was last Modified on 10/03/2020

Under Development

 

"Synergy" - The interaction or cooperation of two or more organizations, substances, or other agents to produce a combined effect greater than the sum of their separate effects.

 

An Operational Overview of MKSynergy

The MKSynergy App allows access to Customer Accounts for accounting maintenance and updates, and for viewing and updating central station data in real-time.

The MKSynergy App may be used on a smart phone, tablet or iPad: and/or by entering the correct URL and Login information into almost any device (laptop, desktop PC, etc.) that has access to an Internet Web Browser.

 

Regardless of how or where you are accessing the MKS MKSynergy App, your first step is to Login.

 

HelpFilesMKSSynergyLogin

MKSynergy Login page

 

Username - Enter your Username (as assigned by the Administrator)

Password - Enter your Password (as assigned by the Administrator)

Remember me - Tap (Click) this box if you're using your normal device

 

HelpFilesMKSSynergyLoginOptionTap (Click) this bar to enter the MKSynergy App.

 

The Customer Account Search page will be displayed

 

Actions - Tap (Click) on the HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconIcon on the right next to any listed Account to display the Account Information page for that Account (see below)

 

 

HelpFilesMKSSynergyCustomerAccountSearch

MKSynergy - Customer Account Search page

 

Customer Accounts List - Actions Colors:

a)Black = This Customer Account has No Central Station Record (Not linked to a Local or a Remote Central Station)

b)Orange = This Customer Account has been linked to a Local Central Station (No Remote Central Station Link exists)

c)Green = This Customer Account is linked to a Remote MAS Central Station

d)Blue = This Customer Account is linked to a Remote STAGES Central Station

e)Red = This Customer Account is linked to a Remote Micro Key Central Station (the remote Central Station uses MKMS-CS software)

 

A.The Customer Accounts list provides a Search capability, plus access to a selected Customer Account record which has tabs for viewing/editing Account Information, Address Assignments, and Receivable settings.  

The top of the Customer Accounts Search page will display:

1.Search - Use the Search option to locate a specific Customer Account:

i.Search by customer name - Enter any portion of the Account name to locate the Customer whose information you want to view/update

 

HelpFilesMKSSynergyCustomerAccount-SearchSection

MKSynergy - Customer Account Search page - Search option

 

ii.Search - Tap (Click) the Search button to display a list of those Accounts which match your Search entry.

a)Any Customer Account that matches your entry will be listed

b)Tap (Click) the desired Customer Account to display a page with that Customer's Account information (see # 2. immediately below)

 

iii.Advance - If that list is too long, and/or you need to use different Search field(s) to locate the required Customer, Tap (Click) the Advance button to display the Advance Search section.

 

HelpFilesMKSSynergyCustomerAccountSearch-AdvanceSearch

MKSynergy - Customer Account Search page - Advance Search section

 

a)This section has many more Search Fields available to assist in locating the required Customer Account  

b)Enter any combination of data and Tap (Click) the Search button

c)Any Customer Account that matches your entry will be listed

c)Tap (Click) the desired Customer Account to display that Customer's Account information (see # 2. immediately below)

d)When finished, Tap (Click) the Simple button to redisplay the basic Search section

 

The selected Customer's Account Information will be displayed along with the CUSTOMER Menu options

 

HelpFilesMKSSynergyCustomerAccountInformationTab

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

 

2.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

 

3.Address assignments tab for assign specific mailing addresses to be used for:

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

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

c.Others with default and/or specified mailing address for Other purposes

 

4.Receivable settings for entering/updating

a.Receivables setup information

b.Taxes on Sales that are to be charged

 

B.Reports - Lists the currently available reports

 

HelpFilesMKSSynergyReports-CustomersMissimgRMR

MKSynergy - Reports - Customer Accounts without RMR page

 

1.Customer Accounts without RMR - lists those Customers who are being Monitored but do not have at least one Recurring Revenue record defined.

a.Linked Accounts Only - This list of Customer Accounts without RMR may be restricted to those Accounts which have been linked to a Remote Central Station.

b.Actions:  There are two Action Icons next to each listed Account

i.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIcon - Tap (Click) on the Look-up Icon on the right next to any listed Account to display the Account Information page for this Account (see #A.,3. above)

 

HelpFilesMKSSynergyCustomerAccountInformationTab

MKSynergy - Reports - Customer Accounts without RMR page - Account Information page with CUSTOMER Menu options

 

ii.HelpFilesMKSSynergyRemoteCentralStationMenu-Reports-NoRMR-DollarIcon- Tap (Click) on the Dollar Sign Icon to display the Recurring Monthly Revenue page for a reported Account (see #D., 3. below for more information)

 

HelpFilesMKSynergy-Account-RecurringMonthlyRevenuePage-NoRevenue

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

 

2.Under Development

 

C.Set-up - Provides linking to a 1) remote central-station and a list of all available 2) remote central stations

1.Autolink - Use to Link a designated Customer Account to a remote central station

 

HelpFilesMKSSynergySettings-AutoLinkPage

MKSynergy - Settings - Autolink page

 

2.Remote Central-Stations - Lists all supported Remote central-station partners

 

HelpFilesMKSSynergySettings-RemoteCentralStationPartnersPage

MKSynergy - Settings - Remote Central-Station Partners page

 

D.CUSTOMER Menu - When a specific Customer Account is chosen from (or Searched for in) the Customer Accounts list, once displayed in the Account Information page, these CUSTOMER Menu options will become available:

 

HelpFilesMKSSynergyCustomerAccountInformationTab

MKSynergy - Customer Account Information page with CUSTOMER Menu options

 

Understanding the 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 a selected Customer Account.

 

HelpFilesMKSSynergyCustomerMenu-AddressesPage

 

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

 

HelpFilesMKSynergy-Account-RecurringMonthlyRevenuePage-NoRevenue

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

 

 

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 the it displays the CENTRAL-STATION sub-menu options for a 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.If the selected Customer Account is being monitored by a Local Central Station the Panels page will appear as the sample illustrated above

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

 

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 Accounts

 

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 have a 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 - displays the Invoices page for a selected Customer Account.

 

HelpFilesMKSynergy-Account-InvoicesPage

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

 

8.Payment Methods - displays the Payment Methods page for a selected Customer Account.

 

HelpFilesMKSynergy-Account-PaymentMethodsPage

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

 

9.Receipts - displays the Receipts page for a selected Customer Account.

 

HelpFilesMKSynergy-Account-ReceiptsPage

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

 

10.Workorders - displays the Workorders page for a selected Customer Account.

 

HelpFilesMKSynergy-Account-WorkOrdersPage

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

 

CENTRAL-STATION sub-menu options - When either the Local Central Station or the Remote Central Station menu (see #5. and #6. above) is selected.

A.The MKSynergy App defaults to displaying the Panels page for the selected Customer Account.

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels

MKSynergy - Remote (or Local) Central Station option displays CENTRAL-STATION and PANEL sub-menu  and the Panels page option selected

 

B.The CENTRAL-STATION sub-menu options are listed on the left (All options are listed below but some may not be displayed for every Account)

1.Site Information - displays the Site Information page

a.If  the selected Customer Account is being monitored by a Local Central Station the CENTRAL-STATION menu will have a Site Information page similar to the one shown below:

 

HelpFilesMKSynergy-CENTRAL-STATIONmenu-SiteInformationPage

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

 

b.If  the selected Customer Account is being monitored by a Remote Central Station the CENTRAL-STATION menu will have a Site Information page based on the specific Remote Central Station providing the monitoring service:

i.Each type of Remote Central Station's Site Information page provides an integration with a completely individualized database.  

1.This is because each one Site Information page connects to a different Central Station Software Provider's data set

2.Because of this, all the fields displayed may be different, and the values for each field may be different, particularly from the fields used in MKMS-CS such as the ones displayed in the Local Central Station page

ii.Only a Remote Central Station for a Central Station using the Micro Key Central Station software (MKMS-CS) would look similar to but probably not be 100% the same.

1.As an example, the MAS or STAGES Remote Central Station page will be completely different than the field names and values required in MKMS-CS

 

HelpFilesMKSynergy-CENTRAL-STATIONmenu-RemoteCS-SiteInformationPage

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

 

2.On-Test - displays the On-Test page

 

HelpFilesMKSynergy-CENTRAL-STATIONmenu-RemoteCS-OnTestPage

MKSynergy - CENTRAL-STATION Menu - Remote Central Station option - On-Test page

 

3.Action Plans - displays the list of previously defined Action Plans for this Account  

4.Medical Information - displays the list of previously defined Medication Information entries for this Account

5.On-Test - displays the list of Panels and Zones for the selected Customer Account  which are currently On Test

6.Panels - display a list of the Panels identified for the selected Customer Account (see D., 1. Panels page below)

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels2

MKSynergy - Remote (or Local) Central Station option displays CENTRAL-STATION and PANEL sub-menu  and Panels option selected

 

7.Call List - Usually appears in the PANEL sub-menu (see D., 4. Call List below)

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-ContactListPage

MKSynergy - Remote (or Local) Central Station option - PANEL Menu - Contact List page

 

C.PANEL sub-menu - When the Panels page is displayed, these menu options may also be available in a PANEL sub-menu (All options are listed below but some may not be displayed for every Account)

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels2

MKSynergy - Remote (or Local) Central Station option displays CENTRAL-STATION and PANEL sub-menu  and Panels option selected

 

1.Panels page:

a.Header section: This Panels page will display the Account Title with the number of Panels defined for this Account in parentheses; its address, on line date and the Town Code which represents the responding authorities associated with this Account

 

HelpFilesMKSSynergyRemoteCentralStationMenu-PanelsHeader

MKSynergy - Panels page - Header section

 

b.Panels section: This Panels section lists all of the Panels installed at this Account

 

HelpFilesMKSSynergyRemoteCentralStationMenu-PanelsList

MKSynergy - Panels page - Panels list section

 

1)Tap (Click) any CSID to open the associated Panel Information page (see D., 1. below)

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-CreatePanel-2

MKSynergy - Local Central Station - Panels page - sample Create Panel pop-up

 

c.Options: These are the three option buttons on the Panels page

 

HelpFilesMKSSynergyRemoteCentralStationMenu-PanelsList

MKSynergy - Panels page - Panels list section

 

1)Add - Tap (Click) the Add button to identify new Panel which has been installed at this Account

 

When the Add option is chosen from a Panels page of a Customer Account assigned to a Remote Central Station: this a sample Create panel pop-up (and data requests) that may be displayed:

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-CreatePanel

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

 

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

 

a)System # * - Enter the installed CSID (must be assigned by the Central Station)

b)Primary System # * - By default, this will be the Master CSID for this Account

c)Panel Type * - Tap (Click) this field to display a pop-up list of Control Panels from which you must choose the one being (that was) installed

d)Signal Format - Tap (Click) this field to display a pop-up list of Signal Formats from which you must choose the communicator format being used

e)Days, Hours, Minutes - Enter the expected time between tests

f)Communication Type - Tap (Click) this field to display a pop-up list of Communication Types from which you must choose the method being used

g)Timer Test - Tap (Click) this field to display a pop-up list of Signal Types from which you must choose the one being used

i.Any Signal. Auto Reschedule - Any signal received from this Panel (CSID) will constitute a valid test.  Once received, the system will reset the time for when the next Test Signal is expected by using the Days, Hours, Minutes entered above.

ii.Specific Signal. Auto Reschedule - A Specific Signal must be received {which may be defined in the Account Testing section - see below} from this Panel (CSID) to constitute a valid test.  Once received, the system will reset the time for when the next Test Signal is expected by using the Days, Hours, Minutes entered above.

h)Location - Enter the location at this premises where the Control Panel was (will be) installed

i)Fail Test Event - Tap (Click) this field to display a pop-up list of Signal Descriptions from which to choose the Failed To Test alarm condition Code's description should this occur

j)Information - Enter any additional note or comment as may be appropriate

k)Listen In Panel Type - Tap (Click) this field to display a pop-up list of Communication Formats from which you may choose the one being used

l)Alt Panel ID - Tap (Click) this field to display a pop-up list of Panels associated with this Customer Account and choose the appropriate one, when required

m)IP Address - Enter the installed system's IP address when needed.

n)Save - Tap (Click) this Save option to record your entry.

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-CreatePanelEntry

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

 

When the Add option is chosen from a Panels page of a Customer Account assigned to a Local Central Station: this is the Create panel pop-up (and data requests) that will be displayed:

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-CreatePanel-2

MKSynergy - Local Central Station - Panels page - Create Panel pop-up

 

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

 

a)CSID # * - Enter the installed CSID (must be assigned by the Central Station)

b)Part  - Tap (Click) the down-arrow on the right of the Part field and select the installed Control Panel type being used

c)Primary CSID - Tap (Click) this check-box field to indicate this is the Primary CSID at this premises.

d)Phone List - SPA can automatically insert Caller ID Telephone Numbers from which Alarm Signals were transmitted for this Account,

i.Tap (Click) this field to manually enter (additional) Caller ID Telephone numbers

e)Master CSID - Tap (Click) the down-arrow on the right of the Master CSID field to select the Master CSID for this premises

f)Phone DCU - Tap (Click) this field to enter the first Telephone number used to transmit alarm signals from this Panel, if appropriate

g)Event CSID - Tap (Click) this field to enter the Event CSID when appropriate

i.(In a similar manner to the Alternate Call List CSID assignment (see below) which identifies another Account whose People To Call information may be used by this Account), another Subscriber's Events information may be attached to this Account

h)Phone DCU 2 - Tap (Click) this field to enter a second Telephone number used to transmit alarm signals from this Panel, when available

i)Keypad code - Tap (Click) this field and enter the master Key Pad Code for this Control Panel.

j)Alternate Call List - Tap (Click) this field to select  from the list of available Alternate Call List CSIDs whose People To Call information may then be used by this Account

k)Description - Tap (Click) this field to enter a brief description of the installed alarm system

l)Immix ID - Tap (Click) this field to enter an Immix Video ID when required

m)Communicator format - Tap (Click) the down-arrow on the right of the Communicator format field and select the installed Control Panel format being used .

n)Panel Connection - Tap (Click) the down-arrow on the right of the Panel Connection field and select the type on communication method being used

o)Update Area? - Tap (Click) this check-box field to have SPA update the Area information based on information in specific packet information received with a Signal.

p)Update Zone? - Tap (Click) this check-box field to have SPA update the CSID Zone information based on information in specific packet information received with a Signal.

q)Update User? - Tap (Click) this check-box field to have SPA update the User ID information based on information in specific packet information received with a Signal.

Note: Currently, this information is only required when a DMP Receiver is being used to receive the Signals from this Subscriber.

r)Save - Tap (Click) this Save option to record your entry.

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-CreatePanel-2WithData

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

 

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

3)HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-Zones-OnTestSliderTap (Click) this Set On Test button to place all listed Panels on test (you must enter the number of Hours this on test status should be activated

 

d.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

 

D.Panels sub-menu options:

1.Panel Information - displays a pop-up box with a list of the Panel(s) for the selected Customer Account and allows the User to Choose the one to be displayed

 

HelpFilesMKSSynergyRemoteCentralStationMenu-PanelsList-PanelsPage

MKSynergy - Remote (or Local) Central Station option displays CENTRAL-STATION and PANEL sub-menu  and Panels option selected - Panel Information chosen

 

2.Account Testing - displays Account Testing information for the user selected Panel CSID

a.Select panel pop-up - Tap (Click) the desired Panel CSID

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-SelectPanelPopUp

MKSynergy - Remote (or Local) Central Station - PANEL Menu - Select panel

 

b.Account Testing page - The Account Testing page for the selected Panel CSID will be displayed

i.Account Testing requirements for the selected Panel (CSID) - establishes what constitutes a valid Test Signal for this Account

ii.The Account Testing page list the Account Testing requirements which have already been defined

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTestingpage

MKSynergy - Remote (or Local) Central Station option - PANEL Menu - Account Testing page

 

c.Actions - There are three Action Icons plus an Add and Refresh button.

i.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconLook up status, options and Frequency information of the selected Account Testing item

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-StatusPage

MKSynergy - Remote (or Local) Central Station option - PANEL Menu - Account Testing - Status page

 

ii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-EditIcon Edit the selected Account Testing information

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-EditAccountTestingPage

MKSynergy - Remote (or Local) Central Station option - PANEL Menu - Account Testing - Edit Account Testing page

 

iii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-DeleteIconDelete the selected Account Testing information

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-EditAccountTestingPage-DeleteConfirmation

MKSynergy - Remote (or Local) Central Station option - PANEL Menu - Account Testing - Delete Account Testing confirmation

 

iv.Add - Tap (Click) the Add button to create a new Account Testing Event.

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-AddOnTest

MKSynergy - Remote (or Local) Central Station option - PANEL Menu - Account Testing - Create test event pop-up

 

a.Options section - There are three Options on this Create test event pop-up  

1)Auto reset - Tap (Click) this box to have the Test Event reset automatically.

2)Generate alarms - If a Specific Signal is required to validate a Test, Tap (Click) this box and enter those Specific Signal fields at the bottom of the Options section (see Specific Signal below)

3)What constitutes a valid Test Signal ? - By default, this field will display test Only.

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-TypeOfTestEventRequired

Account Testing - Create test event pop-up - define what type of signal constitutes this Test Event

 

a)Tap (Click) the Test Event Type down-arrow to display a pop-up list of available Test Event types.

b)Tap (Click) to select the required type of Test Event

i.Any Signal - If any signal received at the Central Station constitutes a valid Test Signal for basic Account Testing supervision purposes, Click the Any Signal button.

ii.Closes & Tests - If any Close, and/or any defined Test signal received at the Central Station constitutes a valid test for Account Testing supervision purposes, Click the Closes & Tests button.

iii.Test Only -  If any defined Test signal received at the Central Station constitutes a valid test for Account Testing supervision purposes, Click the Test Only button. This is the default choice. 

iv.Specific Signal - If only one specifically defined Test signal received at the Central Station constitutes a valid test for Account Testing supervision purposes, Click the Specific Signal button and enter those sSpecific Signal fields at the bottom of the Options section:

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-SpecificSignalEntry

Create test event pop-up - Specific Signal option with Signal identifier & Physical zone field

 

Signal Identifier - Enter the specific Signal Identifier for this Test Signal.

Physical Zone - Enter the specific Physical Zone, if one is required.

 

v.Refresh - Tap (Click) the Refresh button to re-load the currently selected Account Testing data.

 

3.Areas - displays Areas information for the user selected Panel CSID.  There are three Action Icons plus an Add and Refresh option (see 2. c., i - iii above).

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AreasPage

MKSynergy - Remote (or Local) Central Station option - PANEL Menu - Areas page

 

i.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconLook up the details of this selected Areas entry

ii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-EditIcon Edit the details of this selected Areas entry

iii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-DeleteIconDelete this selected Areas entry

iv.Add - Tap (Click) the Add button to create a new Area.

v.Refresh - Tap (Click) the Refresh button to re-load the currently selected Areas data.

 

4.Call List - display the Contacts List which has a list of the Call List records for the selected Customer Account

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-ContactListPage

MKSynergy - Remote (or Local) Central Station option - PANEL Menu - Contact List page

 

If there is more than one Panel defined for this Account, a Select panel pop-up will be displayed from which the User will choose the required Panel.

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-ContactListPage-SelectPanel

PANEL Menu - Call List option - Select panel pop-up

 

i.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconLook up the Contact information entered for this selected Call List entry

ii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-EditIcon Edit the Contact information entered for this selected Call List entry

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-ContactListPage-EditContact

MKSynergy - Remote (or Local) Central Station option - PANEL Menu - Contact List - Edit Contact pop-up

 

iii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-DeleteIconDelete the Contact information entered for this selected Call List entry

 

iv.Add Contact - Tap (Click) the Add button to create a new Contact.

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-ContactListPage-CreateContact

MKSynergy - Remote (or Local) Central Station option - PANEL Menu - Contact List - Create Contact pop-up

 

v.Refresh - Tap (Click) the Refresh button to re-load the currently selected Call List

vi.Reorder Contacts - rearrange the order in which Contacts will be presented to an Operator when Processing an Alarm Signal

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-ContactListPage-ReorderContacts

 

vii.Select alternate call list - Tap (Click) the desired Panel CSID

 

HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-ContactListPage-AlternateCallList-SelectPanel

PANEL Menu - Select alternate Call List option - Select panel pop-up

 

5.Notes - displays Notes information for the user selected Panel CSID.

a.Select panel pop-up - Tap (Click) the desired Panel CSID

 

HelpFilesMKSSynergyLocalCentralStationMenu-Notes-SelectPanel

PANEL Menu - Notes option -Select panel pop-up

 

 

HelpFilesMKSSynergyLocalCentralStationMenu-NotesPage

PANEL Menu - Notes option - Notes page

 

b.The Notes page for the selected Panel (CSID) will be displayed (see above illustration)

c.Actions:

i.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconLook up the details of this selected Notes entry

ii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-EditIcon Edit the details of this selected Notes entry

1.The Date of this Note entry defaults to Today.  However, the user may re-Set the Date of this Note entry using the Calendar Icon (see mouse pointer in illustration below)

 

HelpFilesMKSSynergyLocalCentralStationMenu-NotesPage-EditNotePage

PANEL Menu - Notes option - Notes details page

 

a.Start date * - By default, the Start date will be set as Today and the Time will be set as Now.  

b.End date * - By default, the End date will be set as Today and the Time will be set as Now.  

c.Reset Date/Time - For either Date/Time entry, Tap (Click) the Calendar Icon to open the Calendar/Date pop-up and re-set the Date and/or Time as required.

 

HelpFilesMKSSynergyLocalCentralStationMenu-NotesPage-CreateNotePopup-Calendar-DateOption

PANEL Menu - Notes page - Create note - Calendar/ Date/Time pop-up

 

2.Tap (Click) the Note field and enter the required Note.

3.Tap (Click) the Save button

 

iii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-DeleteIconTap (Click) the Delete button to remove the selected Notes entry and confirm the deletion (which cannot be undone)

 

d.Add - Tap (Click) the Add button to create a new Note.

 

HelpFilesMKSSynergyLocalCentralStationMenu-NotesPage-CreateNotePopup

PANEL Menu - Notes option - Notes page - Create note pop-up

 

i.Start date * - By default, the Start date will be set as Today and the time will be set as Now.  

ii.End date * - By default, the End date will be set as Today and the time will be set as Now.  

iii.Reset Date/Time - For either Date/Time entry, Tap (Click) the Calendar Icon to open the Calendar/Date pop-up and re-set the Date and/or Time as required.

 

HelpFilesMKSSynergyLocalCentralStationMenu-NotesPage-CreateNotePopup-Calendar-DateOption

PANEL Menu - Notes page - Create note - Calendar/ Date/Time pop-up

 

iv.Note * - Tap (Click) the Note field and enter the required Note.

v.Save - Tap (Click) Save to record this Note entry.

 

e.Refresh - Tap (Click) the Refresh button to re-load the currently selected Notes data.

 

6.Open/Close Events - displays the Open/Close Events page for the user selected Panel CSID.

a.Select panel pop-up - Tap (Click) the desired Panel CSID  

b.The Open/Close Events for the selected Panel (CSID) will be displayed

 

HelpFilesMKSSynergyLocalCentralStationMenu-OpenCloseEventsPage

PANEL Menu - Open/Close Events page

 

i.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconLook up the details of this selected Open/Close Events entry (see iv. Add option below for an explanation of these fields)

 

HelpFilesMKSSynergyLocalCentralStationMenu-OpenCloseEventsPage-EditPage

PANEL Menu - Open/Close Events page - Look-up Open/Close Event page

 

ii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-EditIcon Edit the details of this selected Open/Close Events entry (see iv. Add option below for an explanation of these fields)

 

HelpFilesMKSSynergyLocalCentralStationMenu-OpenCloseEventsPage-EditOption

PANEL Menu - Open/Close Events page - Edit Open/Close Event page

 

iii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-DeleteIconDelete this selected Open/Close Events entry

iv.Add - Tap (Click) the Add button to create a new Open/Close Event.

 

HelpFilesMKSSynergyLocalCentralStationMenu-OpenCloseEventsPage-AddOption

PANEL Menu - Open/Close Events page - Create open/close event pop-up

 

a)Schedule - Identify the scope and type of this Event:

1)Force Verify (Optional)  - Whenever this Event's signal is received, whether or not it is within the Event's Time Window, and the Operator is required to Verify the signal at the Premises, Tap (Click) the Check box.

2)Start date & time (Optional)  - Tap (Click) the Calendar Icon to open the Calendar/Date pop-up and set the Start Date and/or Time as required

3)End date & time (Optional)  - Tap (Click) the Calendar Icon to open the Calendar/Date pop-up and set the End Date and/or Time as required

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

 

HelpFilesMKSSynergyLocalCentralStationMenu-OpenCloseEventsPage-Calendar

PANEL Menu - Open/Close Events page - Create open/close event  - Calendar pop-up

 

4)Physical Zone (Optional)  - Tap (Click) this field and enter a Physical Zone code if required

5)Signal Identifier (Optional)  - Tap (Click) this field and enter a Signal Identifier if required

6)Event Type - Tap (Click) the down-arrow on the right to display a list of Event Types and select the appropriate one

7)Frequency - Tap (Click) the down-arrow on the right to display a list of Frequencies and select the appropriate one

 

b)Users - Sometimes, to be considered valid, Event signals must be received from specifically identified Users

1)User 1... 8 - Tap (Click) each (appropriate) field and select the Name of a User from the pop-up list presented

 

c)Save - Tap (Click) Save to record this Open/Close Event entry

 

v.Refresh - Tap (Click) the Refresh button to re-load the currently selected Open/Close Events data.

 

7.Signal History - displays a pop-up box with a list of the Panels defined for the selected Customer Account and allows the User to Choose the Panel's Signal History that is to be displayed

 

HelpFilesMKSSynergyLocalCentralStationMenu-SignalHistoryWithData

PANEL Menu - Signal History page with Signal History

 

Using the Signal History page:

 

a.Time for - Tap (Click) this field to display the pop-up with Central Station and Customer Time and choose whose time clock will determine the Signal History Search results

b.From date & time - Tap (Click) the Calendar Icon to choose the starting date and time for this Signal History Search

c.To date & time - Tap (Click) the Calendar Icon to choose the ending date and time for this Signal History Search

d.Search - Tap (Click) the Search Icon to execute the Signal History Search

e.Signal History - The results of the Signal History Search will be displayed (as illustrated above)

 

8.Zones - displays a pop-up box with a list of the Zone(s) defined for the selected Customer Account and allows the User to Choose which one to display

 

HelpFilesMKSSynergyLocalCentralStationMenu-ZonesPageWithData

PANEL Menu - Zones page with Zone List

 

Using the Zones page:

 

i.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-LookUpIconLook up the details of this selected Zone entry

ii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-EditIcon Edit the details of this selected Zone entry

iii.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-Zones-OnTestSlider Tap (Click) this On Test slider button to place the selected Zone on test (you must enter the number of Hours this on test status should be activated

iv.HelpFilesMKSSynergyRemoteCentralStationMenu-Panels-AccountTesting-DeleteIconDelete this selected Zone entry

v.Add - Tap (Click) the Add button to create a new Area.

vi.Refresh - Tap (Click) the Refresh button to re-load the currently selected Areas data

vii.Unverified - Tap (Click) the Unverified button to display only the Unverified Zones

 

Back - Whenever available, Tap (Click) the HelpFilesMKSSynergy-MenuBackIcon Back Icon to return to the previously displayed page (or pop-up)

 

HelpFilesMKSSynergyMenu-BackIcon

 

Using 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 attach a Picture to the Customer Information

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  

 

HelpFilesMKSSynergyCustomerAccountInformationOption-AddressAssignmentsTab

MKSynergy - Account Information page - Address assignments tab

 

a.Invoice assignments - Identify an alternate Address (and any Months it applies) 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 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 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 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, RapidWeb, etc., or the MKS Remote CS software).  

When this option is selected, the displayed page 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 to 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

 

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 -

b.Type -

c.Name on account -

d.Bank account number -

e.Routing number -

f.Check number -

g.Save -

 

 

2.Add credit card -

 

 

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

 

a.Card information -

i.Cardholder's name * -

ii.Description * -

iii.Card number * -

iv.Expiration date * -

v.Type * -

b.Billing address -

i.Address * -

ii.City * -

iii.State -

iv.Zip * -

c.Save -

3.Refresh -

4.Actions -

a.Edit -

b.Delete

 

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

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Logout -

 

 

 

HelpFilesMKSSynergyLogOut

MKSynergy - Customer Accounts - Logout page