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General

The General tab in the Account Detail Screen contains information about the account as shown below.

Detail General.png

Section A - Contains the name and address of the account.

  • The Contract Number is automatically generated when the account is created. This cannot be changed.
  • The Nickname allows you to create a short nickname for an account. This can then be used anywhere that you need to enter an account, 
  • Call/Patrol marks whether an account is a call or patrol account.
  • The Heavy and Signs checkboxes are not used and can be ignored.

 


Section B - Property management information.

 

  • Contains the name and address of the property management company.
  • The information in this section is not editable. To update the information for a property management company, you must do this from the Main Screen->Prop Mgmt.
  • To change the property management company for an account, click on the pencil icon in the upper-right of the panel.