Setting an Installation as Inactive or Active

In order to set an Installation as Inactive , removing it from the Active Tab in the Installations and Renewal Manager Module shown below.

Highlight the Installations , right mouse click then select Set Inactive or Set Inactive as appropriate.

• Related Articles

• Changing Customer Details for an existing Installation

  If you wish to change the customer details for an existing Installation complete the following: 1. Click on the Installation Edit icon 2. Click on the Customer Edit icon 3. Change the customer details as appropriate then press Save 4. Press Save when ...

• Setting a Service Sequence for Testing of components

  If you undertake partial or parcentage testing in a larger site, you may wish to set the sequence for testing for all your components. This will result in those devices being highlighted on the appropriate visit within the Component Test screen. So ...

• Setting Up Email to enable outgoing mail

  Tracker Pro handles all outgoing email via its onboard tools to send any Tracker Pro email. This has to be configured with appropriate credentials and SMTP settings. The SMTP settings and credentials will be similar if not the same as the settings ...

• Changing a Customer Account Reference

  You may wish to change the customer account reference although it is uncommon. To do so complete the following: 1. Access the customers module - Main Menu - Modules - Customers 2. Select the Data menu 3. Click on the ACC Ref Change icon 4. Find the ...

• Monthly Service Invoice Creation

  Service Invoices are invoices relating to Contracts. These can be run and created at any time individually for each system, for a range of systems or they can be generated in one process for all systems. To generate  service invoices complete the ...