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To Shell An Account with Stages
- While in the customer record, click System.
- Navigate to the Central Station section.
To select the monitoring company
- On the Central Station section, click the Edit icon
.
- Using the Monitored By dropdown menu, make your selection.
- Enter values into the editable boxes (Account Number or Abort Code) on the Central Station section.
- Click Save.
To shell the account
- On the Central Station section, click Shell Account.
- Enter the Account Number and select values from the required dropdown menus in the Create Customer section.
- Note: Depending on the Monitoring Company, the 2-Way and Enable Chat Functionality Sliders may be visible and, if so, can be enabled during the shelling process or can be enabled later in the Manage Chat section.
- Click Save.
To view the account information
- Immediately upon saving, the Customer Information section will be displayed.
- Note: the information shown is read only and cannot be modified.
