Customer Wizard

Articles

Customer Wizard - Launch (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 c...
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 wit...
Customer Wizard - Contact Points (Step 3)
You use this card to enter additional contact information for the Customer such as Contact Type, Phone Number, Extension, Script (defined call communication), Schedule, Email Address, and Web address. Note: At this step in the process ...
Customer Wizard - Monitoring Details (Step 4)
You use this card to enter Codes, Fills, General Monitoring Options, and Passwords, to include a “Duress” Password. Sections & Fields Codes Group Code – Categorizes businesses that have multiple Branc...
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. The top portion of the form allows you to copy and paste contacts from a spreadsheet or other tab-delimited data. You will have to know what type of...
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 di...