To access a client record, click the Search Clients menu item. Scroll or search for the required client, then left click with the mouse to select it. The client window will appear.
Client Window
The tab system on the left enables easy switching between different areas of the client record.
To change a client record, select the client from the Search Clients pop up and edit the record. Multiple tabs and multiple clients can be edited at once - there is no need to save after each change. The icon in the top tab bar will change to orange when there are unsaved changes to the record.
Orange 'Unsaved Changes' icon
If you attempt to close a record without saving, this warning pop-up will appear:
To save changes to a record, click the large save button at the bottom left of the client window.
To add a new client record, click the Search Clients menu item then the Add Client button on the Search Clients pop-up.
Adding a new client
The New Client window will appear. Fill in the new clients details.
Note: Entry boxes with an orange border must be completed before continuing. Client ID and name along with the relevant client template is all thats required to begin monitoring on a particular account. All other details can be filled in later.
To use a template - check the Copy Client Template box and select a template from the dropdown menuviously s. This will create a client with all your previously selected information already entered.
The Default template setting for new clients can be set by:
System (pop-up) -> System settings -> System Wide Settings -> General Client Settings Tab -> New Client Template Pop up
Click the Next button at the bottom left of the screen. This will create the new client. The main client window and the list of other tabs will appear. Continue to fill in the rest of the client information. Save the client information before exiting.
Note: Client ID and name along with the relevant client template on the events types tab is all thats required to begin monitoring on a particular account. All other details can be filled in later.
To delete a client select the client to delete by clicking on them in the Search Clients pop-up or use the Search field to find them. Click the large Delete button on the bottom left Client window or use Delete on the keyboard
You will be asked if you wish to delete the client log associated with this account, and another warning asking if you are sure you wish to proceed. This is because once you confirm the deletion it is not possible to recover the data.
Client log Deletion
The Delete button can also be removed for operators you do not wish to have access through the security settings. See the security section for more information.
To copy a client record:
The clients Types, Zones, Users, and Signal History can also be optionally copied at the same time. When the client record window appears change the client number, name, alias and any other details for the new client being created.
Copy Client
If a signal is received that has a client code which is not present in the database the system will automatically insert that client account. The record will be added to the database with the client code received and with the client name ***Ghost Alarm***. Such clients are easily found by selecting the name order tab in the Search Clients pop-up. They will appear near the top. These client records can then be updated with the appropriate details. See Browse Signals, Ghost Alarms for more information.
