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9) Funding Status Collections Report and Disposition Information

SUPPORT

Integrations Guide

INTERACTIVE SERVICE PROVIDERS
  • ALARM.COM
  • Introduction
  • 1) Creating Dealer Site Credentials for SecurityTrax
  • 2) Entering Dealer Site Credentials Into SecurityTrax
  • 3) Creating a Seamless Login Experience
  • 4) Using the Alarm.com Integration
  • 5) Alarm.com Billing Integration
  • 6) Alarm.com Builder Program Sync
  • SecureNet
    • CREDIT BUREAUS
  • Credit Bureau Integration
  • Security Equity Partners (SEP)
    • CENTRAL STATIONS
  • AvantGuard
  • Chat Feature Access
  • CMS
  • COPS Monitoring
  • 1) Entering COPS Monitoring Credentials in SecurityTrax
  • 2) Prepare Account for COPS Monitoring
  • 3) Shell Account with COPS Monitoring
  • 4) Account Testing & Editing
  • BRINKS Dealer Portal
  • 1) Entering BRINKS Credentials in SecurityTrax
  • 2) Entering Alarm.com Credentials in SecurityTrax
  • 3) BRINKS Bounce & Entering HART Credentials in SecurityTrax
  • 4) Obtaining Block(s) of Account Numbers
  • 5) Shell Account with Alarm.com
  • 6) Shell Account with BRINKS
  • a) Add 2-Way Device ID to Shell
  • b) Create Account
  • c) View Event Histories
  • d) BRINKS eContract
  • 7) Account Testing & Editing
  • Rapid Response
  • Rapid Response Event History
  • United Central Control
    • CENTRAL STATION MONITORING PLATFORMS
  • Stages
  • Bold
  • Mastermind
    • DEALER PROGRAMS
  • ADT
  • ADT Integration
  • 1) Enabling ADT
  • 2) Test Monitoring Company
  • 3) Equipment Mapping
  • 4) Testing Setup
  • 5) Order Setup
  • 5a) Fill out the Customer Information
  • 5b) Default Billing Method
  • 5c) Equipment
  • 5d) Emergency Contacts
  • 6) Create Order
  • 6a) Create Order in ADT Integration Window
  • 6b) eContracts
  • 6c) Confirm Order/Submission
  • 6d) Verify ADT Serial MAN and Account Number
  • 7) ADT Production Usage
  • 8) Commercial Accounts
  • 9) Funding Status Collections Report and Disposition Information
  • ADT FAQ
  • PreOrder Checks
  • Credit Check Setup
  • DocuSign Setup
  • DocuSign Usage - ADT Specific
  • Shellper Setup & Usage
  • How to Change Your API Password
  • ADT Canada
  • Central Security Group
  • Dynamark
    • DIALERS
  • Five9
    • DOCUSIGN
  • SecurityTrax / DocuSign Integration Setup
  • 1) DocuSign Account Information
  • 2) Linking Your DocuSign Account to SecurityTrax
  • 3) Field Names to Use in DocuSign
  • 4a) Creating Contract Templates Using the NEW DocuSign Interface
  • 4b) Creating Contract Templates Using the CLASSIC DocuSign Interface
  • 5) Using DocuSign
    • DOORKNOCKERS
  • SalesRabbit
    • MARKETING
  • HubSpot
    • VENDORS
  • Tri-ed Electronic Order Authorization
    • XML/RPC
  • Sample Code
  • Creating Customers
  • Creating Customer Notes
  • Creating Leads
  • Creating Tech Appointments
  • Requesting Customer Emergency Contacts
  • Requesting Customer Information
  • Requesting Customer's SecurityTrax ID By Identifier
  • Requesting Tech Availability - Slot Based
  • Updating Customer Confirmation Numbers

    • Setup

    ADT Dealers can now access Funding, Collection, and Disposition Information right in SecurityTrax. They can also view reports traditionally found only on the ADT Dealer Web within SecurityTrax. These reports include; Aging, Attrition, Cancelation, Exception, Funding and several more.

    Permissions are required to see and utilize this functionality. There are two new ADT permissions; ADT - Collections Info and ADT - Funding Info. Check these boxes.

    Also, there are two additional permissions in Reports; ADT- Financial and ADT - Operational. Check these boxes as well and then save.



    Last we need Dealer Web Non-System User username and password. By providing this SecurityTrax can log in to the Dealer Web and get the information for the Funding, Collection, and Disposition and other pieces of information from ADT. Just go into monitoring companies and select the one set up for ADT. There is a place for you to enter these credentials called Dealer Web Non-System User Username: and Dealer Web Non-System User Password: enter them and save. Set up is now complete.

    API Usage

    Navigate to the ADT API and in the drop-down, you will see Funding Info and Collections Info. Select one.

    NOTE: You will only see these options after you have a Serial Man and account number. The appropriate Monitoring Company needs to be selected and the user must have the appropriate permissions.



    If Funding Info is selected you will see a similar result to this;





    If Collections Info is selected you will see a similar result to this;





    ADT Reports

    If you have the report permissions as explained above you will see a new nav link named ADT.



    Clicking ADT will navigate you to the ADT reports.





    NOTE: Any Monitoring Company configured with Dealer Web Non-System credentials will appear as an option here, allowing access to the various reports that each set of credentials has access to.



    Disposition Info in Notes

    If the user has the ADT - Collections Info and/or ADT - Funding Info they will see a button that when clicked will display the ADT Disposition information when they are in Notes.