The System Record

The System record is accessed from a Customer record, and like the customer record, has several tabs of information related to the System. Users with the appropriate permissions can add, edit, or delete data related to the System.

To open a System record, navigate to CRM > Customers. The customer list opens. Locate the customer record containing the site associated with the System to which you want to work, and then click the hyperlink in the customer# column.

 

The customer record opens. Click on the Sites/Systems tab.

A list of all active sites linked to the customer are displayed in the grid area. Click the hyperlink of the site number to be viewed.

The Site record opens. Click the Systems tab, and then click the hyperlink of the System # to be viewed.

The System record opens. There are 11 tabs on the System record, some of which are the same as on the Site record.  Each tab is explained below.

Notes Tab

The Notes tab displays all Notes on file for the system.

Add Note Button

Clicking the Add Note button opens a form for entering a new note for the system.

Edit Button

Clicking the Edit button opens the note for viewing or editing.  

Delete Button

Clicking the Delete button permanently delete sthe note.

RMR Tab

The RMR tab displays all active RMR that was setup on System.

Generate Recurring Invoice Button

Click this button to create a recurring invoice for this one customer.

New RMR Button

Click the New RMR button to open a form for entering a new RMR for the system.

Show Cancelled RMRs

Setting the toggle to Yes displays all previously cancelled RMR for the system.

Work Orders Tab

The Work Orders tab displays all open work orders for the system.

Show Closed Work Orders

Clicking the toggle labeled “Show Closed Work Orders” displays all open and closed work order records.

Show Recurring Work Orders

Clicking the toggle labeled “Show Recurring Work Orders” displays all Recurring Work Order records.

New Work Order Button

Clicking the New Work Order button opens the Work Order form to create a new work order for the system.

Work Order Hyperlink

In the WO # column, clicking the hyperlink of a Work Order opens the work order for viewing and editing. Users with permissions can make changes to the work order and re-save, only if the work order has not been closed.

System Parts Tab

The System Parts tab displays all parts installed for the system. You can add new parts to the list, edit information on existing parts, or delete parts from the list.

Add Parts Button

Clicking this button opens a form for adding an inventory part to the system parts list.

Export to Excel

Clicking this button creates an Excel file with the current information displayed in the grid area.

Call List Tab

The Call List tab displays all individuals who could be called when an alarm signal is received at the central station for the System.

Add New Contact Button

Clicking the Add New Contact button opens a form for entering a new call list contact for the system.

Add Existing Contact Button

Clicking the Add Existing Contact button opens a list of all contacts in the database for all customers and sites. Users can select one or more contacts from the list to save to the call list.

Edit Button

Clicking the Edit button opens the call list contact record for viewing or editing.

Delete Button

Clicking the Delete button permanently deletes the call list contact record.

Zones Tab

The Zones tab displays all zones for the system. You can add new zones to the list, edit information on existing zones, or delete zones.

Add Zone Button

Clicking the Add Zone button opens a form for entering a new zone for the system.

Export to Excel

Clicking this button creates an Excel file with the current information displayed in the grid area.

Documents Tab

The Documents tab displays all documents uploaded to the system.

Show Deleted Documents

Clicking the toggle button labeled “Show Deleted Documents” displays all documents that users deleted. When deleting a document, it is not permanently removed from the database, just inactivated.

Add Document Button

Clicking the Add Document button opens a form for selecting one or more documents to attach to the system.

Replace Button

Clicking the Replace button opens a form to select a file to replace the current document.This option is typically used if there is a newer revision of the document or if the incorrect document was uploaded.

Download Button

Clicking the Download button opens the document for viewing.

Delete Button

Clicking the Delete button makes the document inactive.

Archive Tab

This tab is for future development.

Custom Fields Tab

The Custom Fields tab displays the system level custom fields. The fields shown on this page are configured by your company in Setup > Operations > Custom Fields.

History Button

Clicking the History button displays a list of all changes that have been made to any of the custom fields, and which user made the change and when.

The Save and Cancel buttons are only exposed when entering or updating data into the custom fields.

eForms Tab

This tab is for future development.

Emails Tab

This tab is for future development.

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