by Kaden Gubler | Oct 13, 2021 | Web Services Release Notes
As we continue our development of SecurityTrax, updates and changes are required. Check it out and let us know what you think. New State required to create a lead or customer /customers The state attribute is now required when creating a lead or customer. This...
by Kaden Gubler | Sep 16, 2021 | Web Services Release Notes
Updates As we continue our development of SecurityTrax, updates and some changes are required. New BULK EDIT REPORTS /customers We have added the ability to detect duplicate records when creating leads and customers. To use this feature you can include the...
by Kaden Gubler | Aug 26, 2021 | Web Services Release Notes
Updates As we continue our development of SecurityTrax, updates and some changes are required. New DUPLICATE DETECTION ON CUSTOMERS AND LEADS /customers We have added the ability to detect duplicate records when creating leads and customers. To use this feature...
by Matt Smith | Dec 2, 2020 | Web Services Release Notes
Updates As we continue our development of SecurityTrax, updates and some changes are required. Changed CUSTOMER AND LEAD COMPANY CREDITS /invoices We are changing the name of credits to refund_receipts on our scheduled release for December 17, 2020. Please make...
by Matt Smith | Sep 16, 2020 | Web Services Release Notes
Updates As we continue our development of SecurityTrax, updates and some changes are required. New CUSTOMER BILLING BILL BANK NUMBER /customer_billing_bill_bank_number New bank account permissions are available in the Customer section of permissions under...
by Matt Smith | Jun 2, 2020 | Web Services Release Notes
Updates As we continue our development of SecurityTrax, updates and some changes are required. New LEAD NOTES /customer_notes Using the customer_notes endpoint, notes can now be created and managed on Leads.
