https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/Recent content in Dealer Maintenance onHugo -- gohugo.ioTue, 06 Oct 2020 08:48:23 +0000https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-intro/Tue, 13 Oct 2020 15:21:01 +0200https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-intro/Dealer Maintenance provides users with the management tools required to maintain Dealer profiles within Matrix. The following documentation instructs users on how to create dealers and manage the information available under the Dealer tab. Creating a Dealer # New dealers can be created from the available Dealer Select options. If you wish to update an existing Dealer’s profile, input that Dealer’s Matrix ID into the Dealer field (or use the magnifying glass to search for a Dealer) and skip to the Dealer Tab section of this documentation.https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-call-lists-tab/Tue, 13 Oct 2020 15:21:01 +0200https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-call-lists-tab/The Call Lists tab is used to manage lists of contacts called for a given signal type as defined on the subscriber account’s list of zones. Call lists created on the dealer level will automatically be available for assignment on all subscriber accounts under the dealer. The call lists added on the dealer level will appear in blue within Matrix Data Entry. See the Notify Lists & Paging documentation for more information on managing subscriber call lists.https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-contacts-tab/Tue, 13 Oct 2020 15:21:01 +0200https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-contacts-tab/The Contact tab within Dealer Maintenance allows users to manage the contact information for dealer-specific employees/contacts. The following documentation instructs users on how to create and manage dealer contact information. The Contacts table displays all existing contact profiles assigned to the dealer. Users can interact with the Contacts table via the available toolbar options. These options and their functions are defined below. Option Function Columns Allows users to update what column information will display in the table.https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-dealer-chart-tab/Tue, 13 Oct 2020 15:21:01 +0200https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-dealer-chart-tab/The Dealer Charts tab is used to configure signal handling parameters on accounts under the dealer. Users can interact with the table via the available toolbar options. These options are defined below. Option Function Copy Dealer Chart Definitions Allows users to copy all of the dealer’s assigned signal parameters to another dealer. More information about copying chart codes can be found below. Add Allows users to create new signal handling parameters.https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-group-maintenance-tab/Tue, 13 Oct 2020 15:21:01 +0200https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-group-maintenance-tab/The Group Maintenance tab is used to manage subdealers. Each subdealer is listed in the Groups section. Subdealers, Groups, and Global are terms often used synonymously for dealers within dealers. For ease of understanding subdealers are how groups will be referred within this documentation. The following documentation will instruct users on how to create and maintain subdealer information. Users can interact with the dealer’s existing subdealers via the Add Group and Move Account options.https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-notes-tab/Tue, 13 Oct 2020 15:21:01 +0200https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-notes-tab/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.https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-notify-email-tab/Tue, 13 Oct 2020 15:21:01 +0200https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-notify-email-tab/The Notify by Email Type tab is used to customize the various types of emails sent out by the dealer. Users can interact with the table via the available toolbar options. These options are defined below. Option Function Add Allows users to set up new notify type parameters. More information on this can be found below. Edit Allows users to update the selected notify type’s settings. Delete Removes the selected notify type from the table.https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-notify-lists-tab/Tue, 13 Oct 2020 15:21:01 +0200https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-notify-lists-tab/The Notify Lists tab is used to manage email addresses used to contact specific groups of people regarding defined alarm events. Notify lists can also be used to page contacts if the individual contact has paging enabled in their Contact Details. Users can interact with the Notify Lists table via the available toolbar options. These options are defined below. Option Function Email List Allows users to add email addresses to existing lists.https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-other-tab/Tue, 13 Oct 2020 15:21:01 +0200https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-other-tab/The Other tab is used to manage additional features and functions for customizing the dealer. Various miscellaneous access flags and notification settings are configured within this tab. Fax/Email # The Fax/Email sub-tab is used to customize settings for reports sent via fax and email. This tab can also be used to set up batch reports for the following types of reports: All Activity Open/Close Dispatch Fax/Email Entry # Fax/Email Entry is used to manage dealer-level settings for faxing and emailing reports.https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-resolution-code-tab/Tue, 13 Oct 2020 15:21:01 +0200https://api.doc.securemcloud.com/documentation/matrix/dealer-maintenance/dm-resolution-code-tab/The Resolution Code tab is used to specify which resolution codes are applicable to accounts under the dealer. If there are no resolution codes added to this table, accounts under this dealer will have all resolution codes available to them. See the Resolution Code Maintenance documentation for more information on managing global Resolution codes. Users can interact with the Resolution Code table via the available toolbar options. These options and their functions are defined below.