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Subscriber Information

This Help File Page was last Modified on 05/27/2017

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Subscriber Information

This Help File Page was last Modified on 05/27/2017

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Subscriber Information

This Help File Page was last Modified on 05/27/2017

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Subscribers - The Reason for an Accounts Receivable System

The Subscriber Form is the anchor of the Accounts Receivable System just like your Company's Subscribers are the anchor of your Alarm Company.

 

HelpFilesReceivablesTab

MKMS STARK Desktop - Receivables Tab

 

To access the Subscribers Form, on the MKMS Desktop and Press F3, or Select the Receivables Tab on the MKMS Desktop and Click the Subscribers Icon on the Receivables Tab's Ribbon Menu which also provides Icons for certain Periodic Tasks required in the Accounts Receivable module and access specialized Search Options, plus an Icon to open the Prospects Form (Ctrl+F3).

 

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MKMS Desktop - Receivables Tab - Subscribers Form

 

This Subscribers Form, its Ribbon Menu, the Edit View and other specialized Icons and an Information Bar (see below) is the base Form and the access point to the Accounts Receivable System.

Add or Remove Buttons option (Down-Arrow ˆat the top of this Form) which allows each User to Customize the Quick Access Tool Bar.

The Ribbon Menu on the Subscribers Form provides:

A Navigation section with Record Movement and Search Icons, the History Options, the Subscriber Options Drop-Down Menus which provides One Click access to most Daily Procedures (e.g., Entering Invoices, Posting Receipts, setting up Auto Billing)

An Actions section with special Dial, Documents, External Services, Favorites, Filters and Reports Icons

An Information Bar (for Alert Messages such as a Past Due notice)

 

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Subscribers Form - Ribbon Menu (Navigation & Actions Icons) - Information Bar

 

Most Accounts Receivable System Reports are accessed through the Backstage and/or Quick Access Menus, but some are also available using the Actions section's Reports Icon.

 

Record Information - A customizable view (see the Layouts for the Subscribers Form chapter) of the Subscriber Information is displayed on the Subscriber section

 

HelpFilesSubscribersFormRecordInformationSection

 

The Subscriber Information is displayed in a main Subscriber section - three additional Tabbed sections and a Comments box - each has its own Title. These are:

Subscriber - Basic Name, Address, and Contact information

Accounting - Balance (displayed in Blue if Current, Red if Past Due), Last Sale and Last Payment information, Salesperson assigned to the Account , Average Recurring Revenue, Balance Due and any outstanding Deposits.

Monitoring - Primary CSID, Dealer information and On Line (and Off Line) Dates

Service - Service Contract and Warranty Expiration date

Comments - A read-only Edit Rich Text field where notes, comments and other information previously entered in the Edit View of this Subscribers Form is displayed

 

Using the Subscriber Form's Layout dialog (accessible through the Subscriber Options Menu), an Administrator may change the sequence in which information is displayed on the Subscribers section, as well as what information is, and is not displayed on each of these Subscribers Form sections.

 

Entering a New Subscriber record

Open the Subscribers Form by Clicking the Receivables Tab on the MKMS Desktop and Pressing F3 (or Clicking the Subscribers Icon on the Receivables Tab's Ribbon Menu)

 

HelpFilesSubscribersTabNavigationMenuEditViewIcon

 

The Edit View on the Subscribers Form (shown below) is where a new Subscriber record is entered, and updated when required.

Select the Edit View Icon on the Subscribers Form

Choose the Subscriber side-tab (which should be the default)

Click the Add Icon to start a new Subscriber record entry.

 

HelpFilesSubscriberFormEditViewSubscriberOptionAddIcon

 

 

See the Subscribers Form Edit View chapter, and each of its sub-chapters, for complete information on how to enter a new Subscriber record.

Google Maps® - Once the Subscriber record is saved, Click the HelpFilesGoogleMapsIconIcon to the right of the Subscriber's address to open a Digital Map Display showing the exact location of this Subscriber.

Any Technicians having a Coverage Area Zip Code that matches that of the Subscriber, will also be identified on this Google Map®.

 

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Google Maps showing Subscriber location

 

The Search Icon is used to look up a specific Subscriber record.

 

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Subscriber Form - Search Icon - opens the Search dialog

 

This Subscriber Search dialog (also accessible by Pressing F2) is used when you need to locate a specific Subscriber record or an individual CSID.

 

Updating Subscriber information: Changes to the existing information on the Subscribers Form may be made at any time, assuming the User has the appropriate Access Rights.

Use the Search Icon at the top of the Subscribers Form to look up a specific Subscriber's record that will be Updated.

Select the Subscriber Form Edit View, Locate the required field(s), and make the changes, as needed.

To make entries, Click on the field(s) needing a revision, then add or change the data, as required.

 

HelpFilesSubscriberFormEditViewSubscriberOptionSaveIcon

 

Click the Save Icon to store these changes.

 

 

Duplicate Account Warning - If the Telephone Number of the Subscriber record you are saving already exists in another Subscriber record, a Duplicate Account dialog will be displayed.

 

HelpFilesSubscribersDuplicateSubscriberDialog

Duplicate Account Warning dialog for Subscribers Form

 

In most cases this display indicates that the current record, to which modifications were made, is the only record with the Telephone Number in question.

If this is the case, Click the OK button to save the record as requested.

If this is not the case, and multiple Subscriber records are listed, determine whether duplicates are acceptable, whether you need to correct this, or another record's primary telephone number.

Click the Cancel button to change the current record, or Click the OK button to accept the current record.

Go to the other record(s) and make the primary telephone number changes, if appropriate.

Don't Show This Again - Check this box if you want to turn off the Duplicate Account checking process.

Note: Once the Duplicate Account checking process is turned off, Technical Support must be contacted to re-activate this feature!