SecurityTrax development is ongoing to provide you with the best product. We hope you are liking what you see!

Check it out and let us know what you think.

• • PAYABLE+ ADD-ON
    Enable this Add-On to easily calculate sales and tech commissions. Create complex formulas using a series of helpful tools.

• • CUSTOMER BILLING INFORMATION
    Customer records now have Billing Information in the Accounting section of the record. Billing Information details can be separate from the customer’s location. This information can then be used on payment methods, invoices, or other accounting-related items. Learn more…

• • CALENDAR CUSTOMER PREVIEW ON MOBILE
    We have added the Customer Preview card on the mobile view of the company calendar. In this preview you will see links to the customer record, the appointment, and the work order.

• • ZIP POPULATES CITY AND STATE
    Typing in the zip code first on address fields will populate the city and state everywhere in the site.

Fixed
• • CANADIAN ROUTING NUMBER
    We fixed an issue that was causing problems with Canadian routing numbers on the payment methods.
• • INVENTORY PURCHASE REQUISITION DASHBOARD CARD
    The Purchase Requisition dashboard card on company Inventory is now calculating and showing correct data.
• • PERMISSION COUNTS
    Permission counts on a couple permission groups that were previously showing incorrect totals are now showing correct numbers.

SecurityTrax development is ongoing to provide you with the best product. We hope you are liking what you see!

Check it out and let us know what you think.

• • HOME DASHBOARD CONFIGURATION
    Your Home Dashboard can now be configured to your liking. Select from a dashboard gallery to add, remove, or change the order of the cards on your home dashboard. Keep in mind that dashboard cards are viewable with appropriate permissions and roles.

• • RECENTLY VIEWED
    Our Global Search now includes a list of Recently viewed records. You will see the ten most recent Customers, Leads, and User records you visited. Simply click on one of these to go back to that record. This list will go away if you start typing in the search section to find a record.

• • COMPANY ACCOUNTING – INVOICES
    We have added Invoices to the Company Accounting page. Filter and edit a full list of company invoices here and see important details such as past due amounts and dates.

• • CUSTOMER INVOICES
    We have updated the Invoices section on the Customer Accounting page to include the total amount due and total outstanding. Past Due amounts and dates will now be listed in red as well as listed in the days late category to help easily identify any past due amounts.

• • CUSTOMER FILTERS
    Customer List has an added filter for Install Technician.

• • FUNDING UPDATES
    Funding Entries now include a Funding Entry Type and Expected Date. We also updated our Funding Reports to take into account Funding transactions.

• • CUSTOMER PAYMENTS REPORT
    Customer Payments type reports now allows you to add the Interactive Service Provider ID as a column on the report.

• • PASSWORD EXPIRATION DURATION
    Setting a duration on password expiration in Global Settings now works as expected and each user’s Login Information will reflect the Global Settings duration.

• • COPS INTEGRATION
    Commercial accounts will now have the Business name sent to your COPS Integration when connecting an account.

• • BULK EDITING CUSTOMER EQUIPMENT
    Bulk editing customer equipment was causing the page to bump you back to the top of the page. This is no longer happening with this fix.

• • INVOICE FOOTER
    Long footers are now working and not causing any overlapping or pushing to a second page.

• • PRE-PROCESSED PAYMENT DELETE/VOID
    Payments to be process that are still in the pending settlement status can now be deleted or voided.

• • SOCIAL SECURITY NUMBERS WITH DASHES
    Adding dashes when entering a Social Security number no longer will cause any issues.

SecurityTrax development is ongoing to provide you with the best product. We hope you are liking what you see!

Check it out and let us know what you think.

• • HOME DASHBOARD CONFIGURATION
    Your Home Dashboard can now be configured to your liking. Select from a dashboard gallery to add, remove, or change the order of the cards on your home dashboard. Keep in mind that dashboard cards are viewable with appropriate permissions and roles.

• • RECENTLY VIEWED
    Our Global Search now includes a list of Recently viewed records. You will see the ten most recent Customers, Leads, and User records you visited. Simply click on one of these to go back to that record. This list will go away if you start typing in the search section to find a record.

• • COMPANY ACCOUNTING – INVOICES
    We have added Invoices to the Company Accounting page. Filter and edit a full list of company invoices here and see important details such as past due amounts and dates.

• • CUSTOMER INVOICES
    We have updated the Invoices section on the Customer Accounting page to include the total amount due and total outstanding. Past Due amounts and dates will now be listed in red as well as listed in the days late category to help easily identify any past due amounts.

• • CUSTOMER FILTERS
    Customer List has an added filter for Install Technician.

• • FUNDING UPDATES
    Funding Entries now include a Funding Entry Type and Expected Date. We also updated our Funding Reports to take into account Funding transactions.

• • CUSTOMER PAYMENTS REPORT
    Customer Payments type reports now allows you to add the Interactive Service Provider ID as a column on the report.

• • PASSWORD EXPIRATION DURATION
    Setting a duration on password expiration in Global Settings now works as expected and each user’s Login Information will reflect the Global Settings duration.

• • COPS INTEGRATION
    Commercial accounts will now have the Business name sent to your COPS Integration when connecting an account.

• • BULK EDITING CUSTOMER EQUIPMENT
    Bulk editing customer equipment was causing the page to bump you back to the top of the page. This is no longer happening with this fix.

• • INVOICE FOOTER
    Long footers are now working and not causing any overlapping or pushing to a second page.

• • PRE-PROCESSED PAYMENT DELETE/VOID
    Payments to be process that are still in the pending settlement status can now be deleted or voided.

• • SOCIAL SECURITY NUMBERS WITH DASHES
    Adding dashes when entering a Social Security number no longer will cause any issues.