Subscriber Introduction
The Subscriber tab is where users define basic information on the account. This documentation introduces users to the available sub-tabs and defines the information fields listed under the General section.
The Subscriber tab is divided into various sub-tabs where primary contact information and alarm handling parameter information is defined. These tabs are briefly defined below.
| Option | Function |
|---|---|
| General | Where users define primary location and contact information on the account. More information on the General section can be found below. |
| Additional | Where users define basic alarm panel information. See the Additional documentation for information on the available options. |
| Handling | Where users define basic alarm handling parameters. See the Handling documentation for more information on the available options. |
| Timers | Where users define default test parameters. See the Timers documentation for more information on the available options. |
| Identifiers | Where users define custom account identifier information. The identifiers listed here are custom to your system and defined within CORE. |
| Accounting | Where users define billing, service, and sales branch information. |
| Groups | Displays the groups the account can be assigned to. Users can select groups to assign them to the account. Groups are managed at the dealer level. See the Group Maintenance documentation for more information on how to manage groups. |
| SMS Notify | Where users define the alarm types that the system will notify SMS contacts on. See the SMS Notify documentation for more information on the available options. |
General
The General section is where users define the primary location and premises number on the account. The available fields are defined below.
| Field | Function |
|---|---|
| Account Number | Displays the subscriber account number. This number is read-only and cannot be updated from this screen. See the Data Entry Admin documentation for more information on changing account numbers. |
| Link | Allows users to link this account to one or multiple other accounts. More information on linking accounts can be found below. |
| Dealer | Displays the dealer account the subscriber is assigned to. Users can select the Change Dealer option to update the subscriber’s dealer. More information on changing dealers can be found below. |
| Company Name | Defines the primary company name or the name of the individual responsible for the account. Users can assign alternate names to the account via the Alt Names option. More information on additional names can be found below. |
| Sort By | Defines the name the system will use when sorting account information. This is the name users can search for when trying to find the account within account lookups found throughout the system. |
| Address | Defines the street address of the subscriber’s primary location. The three fields define the street number, direction, and name respectively. |
| Additional Address | If necessary, defines the suite, apartment number, or any other additional address information. |
| Validate Address | Confirms the address entered is legitimate. |
| City | Defines the city name of the subscriber’s primary location. |
| State/Prov | Defines the state or province name of the subscriber’s primary location. |
| ZIP | Defines the postal code of the subscriber’s primary location. |
| Country | Defines the country name of the subscriber’s primary location. |
| County | Defines the county name of the subscriber’s primary location. |
| Cross Street | Defines the road name of the street running perpendicular to the subscriber’s primary street location. |
| Time Zone | Defines the time zone the subscriber is located in. |
| Premises Phone | Defines the primary phone number used to contact the subscriber’s main building/home. |
| Format | Determines the phone number masking applied to the Premises Phone number. |
| All Premises Numbers | Allows users to manage phone numbers assigned to the account’s premises. See the Premises Sub-tab documentation for more information on managing premises contact information. |
| Caller ID | Displays the last valid caller ID received on this account. This field will automatically update with the last received caller ID as signals come in. If applicable, users can override this feature by typing in the field and then saving the account. Once saved, the field will no longer automatically update. |
| Misc Info 1 | Defines any additional information on the subscriber. |
| Misc Info 2 | Defines any additional information on the subscriber. |
Link
Linking accounts will ensure all received information on either account displays on both. Functionally, linked accounts act like one single account.
Important: It is extremely important that linking accounts is not only done correctly but also only if necessary. It is highly recommended users contact DICE support prior to linking accounts to confirm linking is necessary.
Selecting the Link option will prompt users to answer if the account will be linked to one additional account or multiple additional accounts.
Users will follow different steps depending on if the account will be multi-linked or single-linked. These steps are outlined below.
Multi-Link
Selecting Multiple Accounts will display the Multilink table.
Users can interact with the Multilink table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Add Link | Allows users to link an additional account to the subscriber. More information on adding links can be found below. |
| Link Options | Allows users to configure if zone information is copied between accounts. More information on updating link options can be found below. |
| Custom Mirroring | Allows users to configure specific variables that are copied between linked accounts. More information on custom mirroring can be found below. |
| Remove Link | Unlinks the selected account from the subscriber account. |
| Remove All Links | Unlinks all accounts from the subscriber account. |
| Reload | Refreshes the table to display up-to-date information. |
Add Link
Selecting Add Link from the toolbar will display the Add Link dialog box.
Perform the following steps to link an account.
- Input the account number that should be linked to the subscriber into the Account Number field.
- Users can use the magnifying glass to search for and select an existing account.
- Select Link to complete linking the accounts.
- If desired, select Link & Add More to link the accounts and repeat step 1 again until all accounts are linked.
- Select Close to complete adding links.
Link Options
Selecting Link Options from the toolbar will display the Link Options dialog box for the selected linked account.
Users can update the two options as necessary to confirm zones are handled correctly between accounts. These options are defined below.
| Option | Function |
|---|---|
| Link Master Zones to Sub-Link | If selected, when users add zones to the master account, the zones will also be added to the selected linked account. |
| Link Sub-Link Zones back to Master | If selected, when users add zones to the selected linked account, the zones will also be added to the master account. |
See the Zones documentation for more information on managing account zones.
Custom Mirroring
Custom Mirroring allows users to configure what account variables are copied between linked accounts. Perform the following steps to add custom mirroring parameters to an account.
- Select the account from the Multilink table you wish to configure.
- Select Custom Mirroring from the toolbar.
- Select OK from the Add custom mirroring? dialog box.
- Please note: This cannot be undone. Once an account is configured to use custom mirroring parameters, users cannot change the account back to not use custom mirroring.
- Select the account from the Multilink table again.
- Select Custom Mirroring from the toolbar again.
This will display the Custom Mirroring dialog box with the available mirroring options.
Users can update these options as necessary. If selected, the variable will be copied between accounts when added. These options are defined below.
| Option | Function |
|---|---|
| Contact Information | Determines if contacts are mirrored between accounts. See the Contacts Tab documentation for more information on managing account contacts. |
| Responding Parties | Determines if responding party information is mirrored between accounts. For more information on configuring responding parties, see the documentation available Call Lists Tab documentation . |
| Holiday/Alternate Schedule | Determines if holiday schedules are mirrored between accounts. See the Schedules documentation for more information on managing holiday schedules. |
| Special Report Codes | Determines if the CORE setting to print All Activity, Dispatch, and Open/Close reports is mirrored between accounts. |
| Subscriber Information | Determines if the General Information is mirrored between accounts. This information is defined above. |
| Zone/Signal Information | Determines if zone information is mirrored between accounts. See the Zones documentation for more information on managing account zones. |
| Additional Zone Messages | Determines if the information entered under the Zone Messages field when managing/creating zones is mirrored between accounts. See the Zones documentation for more information on managing account zones. |
| Hourly Test | Determines if the hourly test parameters are mirrored between accounts. See the Timers documentation for more information on managing hourly tests. |
| Site Directions | Determines if site direction notes are mirrored between accounts. See the Notes documentation for more information on adding site direction notes. |
| Temporary Notes | Determines if temporary notes are mirrored between accounts. See the Notes documentation for more information on adding temporary notes. |
| Subscriber Notes | Determines if subscriber notes are mirrored between accounts. See the Notes documentation for more information on adding subscriber notes. |
| Chart Code Override | Determines if the custom chart codes assigned to the subscriber are mirrored between accounts. |
| Type Notes | Determines if Zone Type notes are mirrored between accounts. See the Notes documentation for more information on adding subscriber notes. |
| Contact Pin Numbers | Determines if PIN Details on contacts are mirrored between accounts. See the Contacts documentation for more information on managing account contacts. |
| Open/Close Schedule | Determines if the open and closed schedules added to the subscriber are mirrored to this account. See the Schedules documentation for more information on managing account schedules. |
| Zone System Handle Times | Determines if the time frames added under the System Handle Times tab when managing zones are mirrored between accounts. See the Zones documentation for more information on managing account zones. |
Repeat steps 4 and 5 as necessary to update custom mirrored account options.
Single-Link
Selecting One Account will display the Add Link dialog box.
Perform the following steps to link an account.
- Input the account number that should be linked to the subscriber into the Account Number field.
- Users can use the magnifying glass to search for and select an existing account.
- Select Link to complete linking the accounts.
Unlink
Once accounts are linked, users will have access to the Unlink option.
Select this option to remove any account linkages.
Change Dealer
Selecting Change Dealer will display the Change Dealer dialog box.
Perform the following steps to update the account’s assigned dealer.
- Input the dealer account number the subscriber is moving to into the New Dealer field.
- Users can also select the magnifying glass icon to search for and select a dealer account.
- If applicable, select the Dealer Billing option.
- If selected, the account will be labeled to use the new dealer’s billing profile. This option is only available to system’s using the DICE Accounting platform.
Alt Names
Selecting Alt Names will display the Alternate Names dialog box.
Users can interact with the Alternate Names table via the available toolbar options. These options are defined below.
| Option | Function |
|---|---|
| Add | Allows users to assign additional alternate names. More information about adding names can be found below. |
| Delete | Removes the selected alternate name from the subscriber. |
| Reload | Refreshes the table to display up-to-date information. |
Add
Selecting Add will display the Add Alternate Name dialog box.
Perform the following steps to add a new name to the subscriber.
- Input the name into the Alternate Name field.
- Select Save to complete adding the name.
- Repeat the above steps for all alternate names as necessary.
Once saved, users can use the assigned names to search for the account within the various account lookups found throughout Matrix. See the Account Number Search documentation for more information on how to search for accounts throughout Matrix.