Customer Wizard

Articles

Customer Wizard - Launch the Customer Wizard (Step 1)
Creating new customers in Manitou is made easier through the Customer Wizard. Use the articles to step through the basic Wizard pages that introduces the features within each. Your business practices may differ from what is shown here. Please...
Customer Wizard - Inital Setup
This is the first screen you'll see. Customer ID: Manually fill with alphanumeric characters or leave blank if your organization is set to auto-generate Customer IDs Country: Pick the country that is appropriate for the customer (not the Monitori...
Customer Wizard - Name and Address (Step 2)
This is where you will enter the name, type of customer, and location information of the customer. Customer Type: Use the drop-down to choose whether this is a commercial or residential customer. Customer ID: Manually fill with alphanum...
Customer Wizard - Contact Points (Step 3)
The Contact Points page is for Premises Contact Points.  Details on each section can be found below. Phone Numbers Email Web Phone Numbers Type These are different contact point types. The defa...
Customer Wizard - Monitoring Details (Step 4)
The Monitoring Details Page is divided into three sections: Passwords Codes/Fill Options Passwords There are Site-Level passwords and there are Person-Level passwords.   You may enter a Passwor...
Customer Wizard - Systems (Step 5)
You use this card to set the configuration of how a signal will find this account when it arrives from a receiver. The Systems card covers four different types of systems: Event Monitoring, Access Control, GPS, and Other (user-defined). I...
Customer Wizard - Contacts (Step 6)
The Contacts form is for the entry of all the persons and entities that have access to the property.  Contacts The top portion is for Contacts. This includes those that should be called in the event of an alarm. The person icon...
Customer Wizard - Call Lists & User Defined Fields (Step 7)
Call Lists The Call Lists form allows the entry of any call lists required for the record. Manitou can process alarms and make appropriate contacts without the need for call lists, but if your procedures require the use of call lists, it is pos...
Customer Wizard - Complete New Customer Record (Step 8)
After clicking Finish, the new customer record is committed to the database. This is the best opportunity to review for accuracy. Remember: We did not add any passwords or permissions to contacts on the Contact List. We did not put any ...
New Customer Entry in the Manitou Web Client
Here is the complete guide for New Customer Entry for Manitou Web Client. ...