Manage a BOLD Customer Account
To learn more about connecting an account with BOLD see Create a Customer with BOLD.
View the BOLD Account
- While on the customer record, click on the Customer tab.
- Navigate to the Central Station section.
- Click the Manage button.
Managing the Account
Manage the connection through SecurityTrax. Here is what you can do from there.
General tab
Unlink Account
Unlinking the account does not delete the account with the BOLD Central Station or in SecurityTrax. Clicking this button will just break the link.
Customer Information
This is the customer's basic information. Note: The name and address are not editable here. If you want to edit those, you will need to exit this screen and edit them on the customer record directly.
Emergency Contacts
View a list of Emergency Contacts here. Note: We don't send the full emergency contact details to BOLD.
Agency Contacts
View the Agency Contacts here. If no Agency Contacts have been set, you will be able to add them here. You can only add one Police, one Fire, and one Medical agency. Once these are set, there is no way to edit or remove them.
Systems
This is a list of customer equipment with area, zone, description, and status.
Tests Tab
This tab will show a list of existing tests.
Create a new Test
- Click the Add button.
- Set the Hours and Minutes for the test duration.
- Add a description.
- Click Save.
Clear All Test Entries
- Click the Clear All Test Entries button to clear all Tests. Note: this button only shows up if there are existing tests.