Set Up Account For Creation
Create and connect a customer record to TELUS through the TELUS Integration within SecurityTrax.
Set up account for creation
- While on the customer record, click on the Customer tab.
- Navigate to the Central Station section.
- Click the Edit icon
- Select the TELUS Central Station Integration you have set up in the Monitored By field. For more information on how to set up the integration, see Tellus Integration
- Click Save.
- Note: Clicking Save will update this section to the integration settings. You may need to edit this section again.
- Add an account number and any other details you would like.
- Note: If you have set up Account Number Blocks, you will see an Add icon button in this field.
- Click the Shell Account button.