Linear PERS-4200 Series manual Customer Tab

11. Creating a Custom Account Template

Each PERS-4200 Console installation requires an Account Template. While many items are the same in different Consoles reporting to the same Central Station, some items (account number, customer information, & sensor information) are unique for each installation.

A custom Account Template is created by editing the default Account Template included with the RA4200 software. The customized template should then be saved with a unique name for the account and then sent to the PERS-4200 Console.

Account Template Management

Account templates that are created get stored on the programming PC or onto a server or cloud storage. These account template fi les should be named referencing the subscriber, customer ID number, or other identifi cation that will make it easy to link each fi le with an installation.

Keep these fi les in a safe location. If a fi le is lost or deleted, it can be recreated by retrieving the programmed information from an already programmed Console, although the data on the Customer tab will be lost and have to be reentered.

11.1 Customer Tab

The customer tab displays fi ll-in fi elds for details of the subscriber’s information for the specifi c PERS-4200 installation.

✓NOTE: All fields are optional and do not have to be filled in. This information is for PERS provider account reference and is not sent to the Console.

Customer ID

Enter a unique identifi er in the CUSTOMER ID fi ll-in fi eld for the installation. (The Customer ID is different from the communicator’s account number).

Customer Name

Enter the subscribers fi rst, middle, and last name in the three fi ll-in fi elds.

Customer Address 1 & 2

Enter the subscribers primary street, city, state, and zip code in the four

fill-in fi elds. Four additional fi ll-in fi elds are provided for a secondary address.

Telephone Numbers

Three fi ll-in fi elds for telephone numbers are provided. Enter the Console telephone number and up to two additional telephone numbers for the subscriber.

Notes

Enter any special or additional information about the subscriber in the NOTES fi ll-in fi eld.

ACCOUNT TEMPLATE TABS

CONNECTION STATUS	COMMUNICATIONS
INDICATOR	STATUS WINDOW

RA4200 Customer Tab

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