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How to Update an Order on a Shelled ADT Account

Please note that ADT has specific requirements to create an account with them. To learn more see What data fields are required for ADT?

To update an order on a shelled ADT account 

  1. While in the customer record, click System.
  2. Scroll down to the Central Station section.
  3. On the Central Station section, click Manage.
  4. Click Update Order.
  5. Update the desired data points.
  6. Click Save.

 

To unlink a shelled ADT account

  1. Once shelled, on the System page, click Manage.
  2. On the Create Customer window, click Unlink.
  3. In the confirmation window, click Unlink.

 

To add a payment method 

  1. While on Update Order, scroll down to the Billing Data section.
  2. In the Billing Data section, click Add.
  3. In the Edit / Create Billing window, select the type of payment method.
    • Note: The data fields inside the window will change based on the type of payment method selected.
  4. Enter values in each of the fields in the Edit / Create Billing window.
    • Note: The Billing Frequency will default to Monthly if not changed or set.
  5. Click Save.

 

To edit a payment method 

  1. While on Update Order, scroll down to the Billing Data section.
  2. In the Billing Data section, select a payment method.
  3. Click Edit.
  4. In the Edit / Create Billing window, update the desired data.
    • Note: The Billing Frequency will default to Monthly if not changed or set.
  5. Click Save.

 

To add an emergency contact 

  1. While on Update Order, scroll down to the Emergency Contact Data section.
  2. In the Emergency Contact Data section, click Add.
  3. In the Emergency Contacts window, enter values in each of the fields.
  4. Click Save.

 

To edit an emergency contact 

  1. While on Update Order, scroll down to the Emergency Contact Data section.
  2. In the Emergency Contact Data section, click the Edit icon  Pencil Edit Icon - No background.png on the row of the desired emergency contact.
  3. In the Emergency Contacts window, update the desired data.
  4. Click Save.

 

To remove an emergency contact 

  1. While on Update Order, scroll down to the Emergency Contact Data section.
  2. In the Emergency Contact Data section, click the Delete icon  Delete Trash Can Icon - No background.png on the row of the desired emergency contact.
  3. Click Delete.

 

To reorder the list of emergency contacts 

  1. While on Update Order, scroll down to the Emergency Contact Data section.
  2. In the Emergency Contact Data section, click Reorder.
  3. Drag each emergency contact to its desired location within the list.
  4. Click Save.

 

To edit a permit data 

  1. While on Update Order, scroll down to the Permit Data section.
  2. In the Permit Data section, click the desired field.
  3. Update the desired field.

 

Note: You must click Save at the bottom of the page to Shell account.

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