Utilizing the BOLD integration within SecurityTrax enables you to create and manage customers in your Dynamark, Security Partners, or Legacy Security Services account without leaving SecurityTrax. This document will guide you through the set up steps.
First, you will need to create the desired Monitoring Company in SecurityTrax by following the steps here. Return to this page when complete.
To set up the Integration, click on the Integrations tab. Below are descriptions of the fields on this page.
You will see the account status here. This will inform you if the account is successfully connected or not.
Click on this button to add or edit you dealer username and password with your BOLD Central Station.
You can change your BOLD password from within SecurityTrax. Note: The integration must be connected to successfully change the password.
Make sure this slider is set to on in order for this integration to show up on the customer record.
Set this to On if you would like to enable cache.
This section allows you to choose Systems, Transmitter Types, and Receiver Line Prefixes to display when creating an account. If selected here, they will be the ONLY options available when creating an account. By default, all Systems and Transmitter Types are available when creating an account. Which is a very long list. By default, Receiver Line Prefixes may be manually typed in when creating an account.
Account Number Blocks
Account number blocks are assigned by the Central Station. If you have an Account Number Block from them, you can add that here. This will allow you to select the next account number on a customer record.
Click on the Account Number Blocks tab to add account number blocks:
- Click the Add button.
- Set the beginning and end of the block.
- Set the receiver number
- Set the two-way flag if desired.
- Enable the block.
- Click Save.
- Note: Once an account number block is set as Inactive, it cannot be made active again.
Creating a customer account with BOLD Integration
To connect a customer account see BOLD Integration