Release Notes

Stay up to date on the upcoming version of SecurityTrax.

Release on February 13, 2020

V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.

 

New
    • INVENTORY
      The SecurityTrax Inventory system allows you to manage every aspect of your inventory to track all equipment that comes in and out of your company.┬áThis article covers concepts and capabilities and provides examples of┬átheir use. Learn more…
    • PAYABLES
      Payables are ready! Create and apply Job Functions to your Users to automatically calculate commissions for your sales reps and technicians. Learn more…
    • FUNDING
      Track funds that are expected, received, and outstanding in the new SecurityTrax Funding feature. Learn more…
Enhancements
    • CALENDAR UPDATES
      We are continually updated the Company and Customer Calendar for better user experience and added functionality.
    • ADT UPDATES
      We have made many updates to the ADT integration. Many are minor updates, but some bigger updates include: the option to bypass eContracts and use paper; also keeping the precheck results when moving backwards and forwards in the Create Customer Workflow.
Fixed
    • ACCOUNT NUMBER BLOCKS
      You can now create Account Number Blocks as they are now functioning correctly.
    • ZIP CODE
      Customer and Leads no longer require a zip code to create the record.
    • ADT
      A few ADT bugs were fixed including: the ability to add equipment post shell; adding emergency contacts without enhanced verification are now showing up correctly; fixed some issues with embedded signing, Pre Cut in, and Rate Adjustment.

Release on January 30, 2020

V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.

 

New
    • UPDATED SECURITYTRAX BRAND
      Introducing the new SecurityTrax logo! We’re excited to include you among the first to see it outside of our office. Over the upcoming weeks it will roll out across our website and other marketing materials.
    • ACCOUNT MANAGEMENT
      Enable or disable Add-Ons, update your payment method, and pay or review past invoices for your SecurityTrax account in the new Account Management section within the Company Menu. To access you will need to add the View SecurityTrax Account Management and Manage SecurityTrax Account Management grants located in the System Management Permissions under Company. Learn more…
    • CUSTOMER EMAIL AND MESSAGE+
      Begin creating your own Email Message templates utilizing more than 120 pre-populating fields to communicate with your customers. Enable the Message+ Add-On to send SMS messages. To access you will need the Messages permissions under Content Management Permissions and the Customer Message permissions under Customer. Learn more…
    • MASTER EQUIPMENT LIST ITEM REQUEST
      Now you can easily submit a request to SecurityTrax to add a piece of equipment to our growing Master Equipment List for use in your SecurityTrax site. Learn more…
Enhancements
    • PREFERRED NAME
      On commercial accounts, the business name will appear everywhere as the Preferred Name. The customer name will also appear, but not as prominent as the business name.
    • ACTIVATION FEES
      You can now create an Activation Fee of $0.00 to be used on Quotes and Invoices.
Fixed
    • INTERACTIVE SERVICE PROVIDER SHELL BUTTON
      The Shell button on the Interactive Service Provider section of a customer record is now visible without the need of a hard refresh.
    • ALARM.COM IMPORT ERRORS
      Any errors with an Alarm.com Import will now show on the screen.
    • CUSTOMER MAP
      When you click on the map icon on a customer address, the correct address will now show on the map.

Release on January 9, 2020

V3 development is ongoing. We hope you are liking what you see!

Check it out and let us know what you think.

 

New
    • COMPANY DASHBOARD CARDS
      Company Dashboard Cards are now in V3. Our initial release of these dashboard cards includes: Today Sales (summary) card; Top Sales Reps; and Today’s Appointments for the Company. We continue to work on new Company Cards and your feedback on that is greatly appreciated.
    • DASHBOARD CARD PERMISSIONS
      Company Cards, as explained above, as well as all other Dashboard Cards will now have their own Permission Settings. Please make sure to update these on your groups for users to be able to see these cards.
    • SALES TAX EXEMPTION GRANT
      We added a new permission for Sales Tax Exemption Settings in the System Management Permissions category. The new Manage grant allows the user to manage these settings.
Enhancements
    • CALENDAR UPDATES
      We have improved the design for the Company Calendar making it easier to use. We also added the ability to see more than 1 day at a time and easily navigate through those days.
    • ALARM.COM IMPORTS
      Importing Customers from Alarm.com now includes Business/Commercial names. We also added a Sync function to it that will import updated information on existing customer records.
    • ALARM.COM INTEGRATION AUTHENTICATION FIELD
      We have added the ability for you to add your 2-factor authentication ID in the Alarm.com integration settings to connect your account.
    • LEADS SEARCH
      The global search now includes Leads. You can now search for Leads by Name, Phone, Email, or ID.
    • PAYMENT RECEIPT
      Aside from the Global Settings option to default send receipts on payments, you can now send a receipt on a per payment basis.
    • WORK ORDER DELETE PROCESS
      When you delete a Work Order, you will now be prompted to select any associated appointments that you would like to delete at the same time.
    • RECURRING INVOICES AUTO SELECT PAYMENT METHOD
      When creating a Recurring Invoice, the default Payment Method will now be auto-selected.
Fixed
    • GLOBAL SEARCH
      Searching by account numbers that contain letters was causing issues in the Global Search. That has been fixed.
    • CREDIT REPORT PREVIOUS ADDRESS
      Using the Previous Address when running a credit check now works with no issues.
    • USER TAGS
      User tags are now being saved as User Tags and working as expected.
    • ALARM.COM ADD ONS
      Alarm.com Add On packages are now updating correctly.
    • REPORT NOTES
      Some Report Notes are now showing in plain text instead of HTML.
    • TECH/APPOINTMENT NOTES
      Tech Notes are now showing when viewing Appointment details. Likewise, Appointment Notes are showing on Tech Today and Tech at Work.
    • INVOICE BILLABLE ITEMS
      We fixed a few issues with Invoice Billable Items so now retail prices and tax rates are now correctly populating on invoices, quotes, etc.

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