Dealer Notes
The Notes tab is used to manage and create comments on the dealer-level. These notes are organized into seven different tabs. These tabs are defined below.
Account Message
The Account Message sub-tab is used for notes that will display within Caller Assistance and Data Entry.
Perform the following steps to assign a note to dealer subscribers.
- Input the desired message into the available text field.
- Select Save to complete assigning the note.
Once saved, the Dealer Message will display within Data Entry and Caller Assistance for all applicable subscriber accounts.
Group
Group notes are notes from subdealers. The notes displayed in the Group sub-tab are read-only. See the Group Maintenance documentation for more information on updating group notes.
Temporary
The Temporary sub-tab is where users manage temporary notes on the dealer. Temporary notes are those that exist for a defined period of time. Typically, temporary notes are used to notify users of a particular event or schedule change on the dealer that only lasts for a predefined period. Notes added here will display within Monitoring.
Users can interact with the Temporary table via the available toolbar options. These options are defined below.
Option | Function |
---|---|
Add | Allows the user to create a new note. Dealer Temporary Notes are data entered using the same options available when creating subscriber temporary notes. See the Add Temporary Notes documentation for instructions on how to add temporary notes. |
Edit | Allows the user to update the selected note’s parameters. |
Delete | Removes the selected note from the table. |
Reload | Refreshes the table to display up-to-date information. |
Zone Type
The Zone Type sub-tab is used for notes that are associated with a single event type. These notes appear in Monitoring when a signal with this event type is being handled.
Users can interact with the Zone Type table via the available toolbar options. These options are defined below.
Option | Function |
---|---|
Add | Allows the user to create a new note. More information on adding notes can be found below. |
Edit | Allows the user to update the selected note’s parameters. |
Delete | Removes the selected note from the table. |
Reload | Refreshes the table to display up-to-date information. |
Add Zone Type Notes
Selecting the Add option from the toolbar will open the Add Zone Type Note dialog box.
Perform the following steps to add a zone type note to the dealer.
- Select the signal type the note will accompany from the Zone Type dropdown.
- When the selected type is received, the note will display for operators while handling the alarm.
- Input the desired message text into the Type Text field.
- Select Save to complete assigning the note to the zone.
Repeat the above steps as necessary for all zone types.
General
The General sub-tab is used for notes that appear in Monitoring when a signal on one of the dealer’s accounts is being handled.
Perform the following steps to add a message to the Dealer’s accounts.
- Input the desired message information into the General text field.
- Select Save to complete assigning the note to the dealer.
Day
The Day sub-tab is used for notes that appear in Monitoring when a signal from one of the dealer’s accounts is being handled during the dealer’s hours of operation. These hours of operation are set in the Dealer tab. See the Dealer Maintenance documentation for more information on configuring dealer office hours.
Perform the following steps to add a Day note to the Dealer’s accounts.
- Input the desired message information into the Day text field.
- Select Save to complete assigning the note to the dealer.
Night
The Night sub-tab is used for notes that appear in Monitoring when a signal from one of the dealer’s accounts is being handled outside of the dealer’s hours of operation. These hours of operation are set in the Dealer tab. See the Dealer Maintenance documentation for more information on configuring dealer office hours.
Perform the following steps to add a Night note to the Dealer’s accounts.
- Input the desired message information into the Night text field.
- Select Save to complete assigning the note to the dealer.