Contacts Sub-tab

The Contacts sub-tab is where users define the individuals who should be notified regarding general account information and updates. The contacts added here will display on responding parties lists and can be assigned to call lists. See the Call Lists documentation for more information on managing account Call Lists. The following documentation provides a broad overview of the available options and their functions.

Users can interact with the Contacts table via the available toolbar options. These options are defined below.

Reorder #

Selecting the Reorder option from the toolbar will display the Reorder Contacts dialog box.

Drag and drop contacts into their preferred order and select Save to complete updating the contact order.

If applicable, after the new order is saved, select Save from the toolbar options to update your profile settings.

More Numbers #

Selecting the More Numbers option from the toolbar will display the Add More Numbers dialog box. Note: The Contact Name field will populate automatically and is read-only for reference purposes.

Perform the following steps to add additional numbers to the selected contact.

1. Input the 10-digit telephone number that can be used to call the contact into the Phone Number field.
2. If applicable, input the extension number used to direct dial the contact’s desk phone into the Phone Extension field.
3. Input any miscellaneous information that should be noted on the phone number into the Personal Information field.
4. Select the desired phone number masking that should be applied to the phone number from the Phone Number Format drop-down.
5. Select Save & Close to complete adding an additional number to the contact.
   • Select Save & Add More to save the phone number and repeat steps 1-5 for an additional number.

Copying Contacts #

Selecting the Copy Contact option from the toolbar will display the Copy Contact to Other Accounts dialog box.

Perform the following steps to copy the contact to alternate accounts.

1. Input the subscriber or dealer account number you would like to copy the contact to into the Account field.
   • Users can also select the magnifying glass icon to search for and select an account.
2. Strike enter to add the account to the table.
   • If applicable, users can select the Delete toolbar option to remove any accounts added to the table by mistake.
3. Repeat steps 1 and 2 for all additional accounts the contact should be copied to as necessary.
4. Select Save to complete copying the contact to the selected account(s).
5. Repeat the above steps for additional contacts as necessary.

The contact’s information and user settings will automatically be copied to the selected accounts.

Add Contacts #

Selecting either Add or Insert New from the toolbar will display the Contact: New Contact dialog box. This section instructs users on the primary data entry options.

Details #

The Details tab is where users define basic contact information. The categories of information are defined below.

Contact Details #

The Contact Details section is where users define the contact’s personal information and any system codes.

Populate the available fields to define the contact’s details. These fields are defined below.

Additional Details #

The Additional Details section is where users define the contact’s miscellaneous permissions and availability information.

Populate the available fields to define the contact’s additional details. These fields are defined below.

PIN Details #

The PIN Details section is where users assign a unique PIN to the contact. PINs are typically used to define the code the contact inputs into the alarm panel on-site.

Populate the available fields with the contact’s PIN information. These fields are defined below.

Card Access #

The Card Access section is where users assign entry codes to the contact. Card numbers and codes typically define the key-card number assigned to the contact.

Populate the available fields with the contact’s entry codes. These fields are defined below.

Once all the Details options are populated, users can either save and add more contacts or proceed to the Rights tab to define this contact’s assigned permissions.

Rights #

The Rights tab is where users define the contact’s access to account information and basic authority privileges throughout Matrix.

Select the available rights options to determine the contact’s access. These rights are defined below.

Paging Detail #

The Paging Detail tab is where users define how the contact should receive paging notifications. This tab is only available to users whose profile has the Access Paging flag selected. See the Matrix User Maintenance documentation for more information about managing user profiles.

Please Note: The Valid Paging Times sub-tab is only accessible after the contact is saved. More information on the Valid Paging Times sub-tab can be found below.

Detail #

The Detail sub-tab is where users define the paging notification delivery parameters.

Populate the available fields to determine the contact’s paging details. These fields are defined below.

Contact Address #

The Contact Address tab is where users define the location associated with the contact. This address is typically the contact’s primary mailing/home address.

Populate the available fields to define the contact’s address. These fields are defined below.

Other #

The Other tab is where users define miscellaneous identifiers and challenge questions assigned to the contact.

Please Note: The Challenge Questions sub-tab is only accessible after the contact is saved. More information on the Challenge Question sub-tab can be found below.

Contact Identifiers #

The Contact Identifiers sub-tab is where users define miscellaneous information to the contact. Contact Identifiers are unique for each client and can be setup in CORE via the Contact Identifier Setup page.

Additional contact options #

Once contact profiles are saved, users can define additional information on the contact via previously locked tabs and sub-tabs. These options allow users to define various handling and permission settings. The following documentation instructs users on how to complete the final setup of saved contacts.

View Areas #

If the Limit Areas option is selected on the contact, users will have access to the View Areas option. Limiting areas is only applicable to those accounts configured to use areas. For more information on using areas, see the available documentation:

• Use Areas
• Adding Areas

Selecting the View Areas option will display the Limit Areas dialog box. Limiting areas on contacts will restrict their access to only the areas they are assigned. This means the contact will only have access to view, update, and receive notifications on alarms within their assigned areas.

Users can interact with the Limit Areas table via the available toolbar options. These options are defined below.

Add areas #

Selecting Add from the toolbar will display the Add Area dialog box.

Perform the following steps to assign an area to the contact.

1. Input the area ID of the area you would like to assign to the contact into the Area Armed field.
   • Users can also select the magnifying glass icon to search for and select an area.
2. Select the user’s cancellation permissions from the Cancel Alarm dropdown.
   • Yes: Permits the user to cancel alarms received within this area.
   • No: Prohibits the user from cancelling alarms received within this area.
3. Select the user’s test permissions from the Installer Test dropdown.
   • Yes: Permits the user to send test alarms within this area.
   • No: Prohibits the user from sending test alarms within this area.
4. Select Save & Close to complete assigning the area and applicable permissions to the contact.
5. If applicable, select Save & Add More to complete assigning the area and immediately begin steps 1-4 again for a new area.

Valid Days/Times #

The Valid Days/Times tab allows users to assign days and times to the contact and their assigned passcode. These days and times are when the contact is allowed to access information on the account and when their passcode is acceptable respectively.

Users can define contact and passcode validity via the available sub-tabs. These sub-tabs and their options are defined below.

Contact #

The Contact sub-tab is where users assign valid days and times to the contact. These are the days and times the contact is allowed to access or edit information as their permissions allow (For example: updating contacts or accessing history).

Users can interact with the Contact table via the available toolbar options. These options are defined below.

Add #

Selecting Add from the toolbar will display the Add Contact Valid Day/Time dialog box.

Perform the following steps to add a new valid day and time to the contact.

1. Select the day or days of the week the contact should be valid from the Day dropdown.
   • SAT - SUN: Individual days of the week.
   • ALL: All seven days of the week.
   • DAY: Business days (Monday - Friday) of the week only.
   • END: Weekending days (Saturday and Sunday) of the week only.
   • Selecting an option representing multiple days will populate the table with each day during the selected time frame.
2. Input the time the contact will begin being valid on the selected day(s) into the From field.
   • This is when the contact can start accessing information as necessary.
3. Input the time the contact will stop being valid on the selected day(s) into the To field.
   • This is when the contact loses access to account information.
4. Select Save to complete assigning valid days and times to the contact.

Repeat the above steps as necessary to add additional days and times to the contact.

Passcode #

The Passcode sub-tab is where users assign valid days and times to the contact’s passcode. These are the days and times the contact’s passcode is acceptable by the system and any operators that may request it.

Users can interact with the Passcode table via the available toolbar options. These options are defined below.

Add passcodes #

Selecting Add from the toolbar will display the Add Passcode Valid Day/Time dialog box.

Perform the following steps to add a new valid day and time to the passcode.

1. Select the day or days of the week the passcode should be valid from the Day dropdown.
   • SAT - SUN: Individual days of the week.
   • ALL: All seven days of the week.
   • DAY: Business days (Monday - Friday) of the week only.
   • END: Weekending days (Saturday and Sunday) of the week only.
   • Selecting an option representing multiple days will populate the table with each day during the selected time frame.
2. Input the time the passcode will begin being valid on the selected day(s) into the From field.
   • This is when the contact can start using their passcode when prompted.
3. Input the time the passcode will stop being valid on the selected day(s) into the To field.
   • This is when the passcode is no longer acceptable.
4. Select Save to complete assigning valid days and times to the passcode.

Repeat the above steps as necessary to add additional days and times to the passcode.

Valid Paging Times #

The Valid Paging Times sub-tab is where users determine the days and times the contact is available to receive paging notifications. The days and times added here are when the system can send notifications to the contact’s preferred paging method.

Users can interact with the Valid Paging Times table via the available toolbar options. These options are defined below.

Add valid paging times #

Selecting Add from the toolbar will display the Add Paging Valid Day/Time dialog box.

Perform the following steps to add a new valid day and time to the contact.

1. Select the day or days of the week the contact is available for paging from the Day dropdown.
   • SAT - SUN: Individual days of the week.
   • ALL: All seven days of the week.
   • DAY: Business days (Monday - Friday) of the week only.
   • END: Weekending days (Saturday and Sunday) of the week only.
   • Selecting an option representing multiple days will populate the table with each day during the selected time frame.
2. Input the time the contact will begin being valid on the selected day(s) into the From field.
   • This is the time the system can start paging the contact.
3. Input the time the contact will stop being valid on the selected day(s) into the To field.
   • This is the time the system will stop paging the contact.
4. Select Save to complete assigning valid days and times to the contact.

Repeat the above steps as necessary to add additional days and times to the contact.

Voice Options #

The Voice Options tab is where users assign Inbound Voice parameters and permissions to the contact. Inbound Voice is an automated operator contacts can call to listen to account information. The operator will recite history, balance, and any other account information as determined by the contact’s access. The available sub-tabs allow users to determine what information contacts have access to when calling Inbound Voice. These sub-tabs are defined below.

Please Note: The Able to Log into Voice option under the Rights tab must be selected in order to have access to Voice Options.

Voice Contact Entry #

The Voice Contact Entry sub-tab is where users assign general Inbound Voice permissions to the contact. The available options determine what information contacts can access when contacting Inbound Voice.

Select the available options to assign Inbound Voice permissions to the contact. These options are defined below.

History Preferences #

The History Preferences sub-tab is where users determine the order and contents of history information provided to the contact by Inbound Voice.

Users will have access to three separate sections that define how Inbound Voice will handle relaying history information to contacts. These sections are defined below.

History #

The History section is where users determine if Inbound Voice will include basic history organization information when reading history to the contact.

Select the available options to determine what history information is included. These options are defined below.

Prefixes #

The Prefixes section is where users determine how the operator introduces each piece of information when reading history to the contact.

Select the available options to determine any labels that precede history information. These options are defined below.

Order #

The Order section is where users determine the sequence event information is read in when Inbound Voice reads history events to the contact.

Each information type has its own numeric dropdown.

Select the order in which the operator should read the information from each corresponding dropdown. If zero (0) is selected, that information will be omitted.

Given the following example:

The operator will read the information in the following order:

1. Date/Time the event was received.
2. The zone the event occurred in.
3. The type of event that was received.
4. The alarm signal code of the event that was received.
5. The operator who handled the event.

Area and text information will be omitted.

Access Times #

The Access Times sub-tab is where users determine the days and times contacts are allowed to call Inbound Voice.

Users can interact with the Access Times table via the available toolbar options. These options are defined below.

Add access times #

Selecting Add from the toolbar will display the Add Access Time dialog box.

Perform the following steps to assign a new day and time to the contact.

1. Select the day or days of the week the contact is allowed to contact inbound voice from the Weekday dropdown.
   • SAT - SUN: Individual days of the week.
   • ALL: All seven days of the week.
   • DAY: Business days (Monday - Friday) of the week only.
   • END: Weekending days (Saturday and Sunday) of the week only.
   • Selecting an option representing multiple days will populate the table with each day during the selected time frame.
2. Input the time the contact can begin to contact inbound voice into the From field.
3. Input the time the contact will no longer be allowed to contact inbound voice into the To field.
4. Select Save to complete assigning days and times to the contact.

Repeat the above steps as necessary to add additional days and times to the contact.

History Type Exclude #

The History Type Exclude sub-tab is where users determine what history events are read to the contact when they call Inbound Voice.

Users can interact with the History Type Exclude table via the available toolbar options. These options are defined below.

Add history excludes #

Selecting Add from the toolbar will display the Add History Type Exclude dialog box.

Perform the following steps to add a new type to the contact.

1. Select the desired alarm type from the Zone Type dropdown.
2. Select if the alarm type should be excluded from the history record from the Exclude Type dropdown.

• Yes: History events of the selected type will be omitted from the history record when the contact calls into inbound voice.
• No: History events of the selected type will be included on the history record when the contact calls into inbound voice.

3. Select Save to complete assigned type parameters to the contact.

Repeat the above steps as necessary to include or exclude additional history event types from the history record.

Challenge Questions #

The Challenge Questions sub-tab is where users define challenge questions and their answers on the contact. Challenge questions are questions operators or service technicians can ask the contact to verify their identity.

Users can interact with the Challenge Questions table via the available toolbar options. These options are defined below.

Add challenge questions #

Selecting Add from the toolbar will display the Add Challenge Question dialog box.

Perform the following steps to add a new challenge question to the contact.

1. Select the question the contact would like to use from the Challenge Question dropdown.
   • Challenge questions are custom per client and created in CORE.
2. Input the contact’s answer to the question into the Challenge Answer field.
3. Select Save to complete assigning the question and answer to the contact.

Repeat the above steps as necessary to assign additional questions and answers to the contact.

Email #

The Email tab is where users assign email addresses to the contact. The email addresses here are available when sending out reports to account contacts.

Users can interact with the Email table via the available toolbar options. These options are defined below.

Add emails #

Selecting Add from the toolbar will display the Add Email Address dialog box.

Perform the following steps to add a new email address to the contact.

1. Input the email address where the contact would like to receive notifications into the Email Address field.
2. If applicable, update the contact’s name within the Display Name field.
3. Select Save to complete assigning the email to the contact.

Repeat the above steps as necessary to assign additional emails to the contact.