User Manual
Version 7.5
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  (c) Pilot Telematics, 2024

Contract context menu

 
After creating a contract, when you right-click, the contract context menu will appear.
 
 
• Users – opens a window with a list of all users of the agreement.
• Edit – opens a window for editing and adding data to the contract.
• Objects. - opens a tab with objects.
• Video devices - opens a window with a list of video devices.
• Audit and audit history - an audit is designed to analyze in detail the actions of contracts or objects.
• List of reports - tab for activating reports in the contract. You may use an alternative name.
• Machines excel report - menu for downloading a list of machines in csv format.
  •  Letter template - the template is designed to notify the client 7 or 14 days before the balance is due.
    • Email template (letter editor) - the menu is designed to add and save letters on the topics of blocking, changing passwords, and registering mail).
    • Payment reminder - a template for sending letters about the repayment of monthly mortgages.
    • Postpayment (light) - window for setting up a message about the blocking period.
    • Finance - the tab is used to monitor payments and write-offs and add new ones.
    • Locks - blocking objects.
    • Delete - delete the contract from the system.
    • Clone - copying the contract (without objects and notifications).