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.

• • NOTE TYPES
    You can now create and manage your Note Types in the Company Settings section in the Admin menu.

• • ALARM.COM
    The Default Notifications option can now be set when creating an Alarm.com customer or commitment through SecurityTrax.

• • ADT
    When qualifying an ADT customer, you will now have the option to add the ‘Address 2’ when adding a previous address.

Fixed
• • COPS
    We have fixed the issue that caused an error asking for a passcode in the COPS manage account window when the field was not empty.
• • ADT
    When setting up the ADT Integration settings, there is no longer an issue where the names are being cleared out when you are at the bottom of the window.
• • CREDIT REPORT FAIL
    We have updated the credit report fail message to better explain what we get back from the credit bureau.

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.

• • GLOBAL SEARCH
    The Global Search has been updated to allow for searching of All search categories. To do this simply select what you want to search for and in the Search by dropdown, select All. Please note that if you switch the search by to a numeric only field, any letters typed in will be removed from the search.

• • INVOICE PDF
    We have updated the format on Invoice PDFs so that when printed, only the mailing address will appear in envelope windows.

• • CUSTOMER LIST
    On the customer list, you can now click anywhere on the row to open the customer record including the customer name.

• • WORK ORDERS
    A new section on Work Orders called Work Order Appointment Details shows the Number of Appointments and The Duration of Appointments which is the total time from when the technician checks in till they check out.

• • OFFICE LOCATION – EQUIPMENT DETAILS
    The Equipment Details on Office Locations now allow for sorting by column and by default will be sorted alphabetically.

• • TAGS
    Tags has a new Icon everywhere. We made the icon bigger and made the counter blue for easier visibility. Also, all pending equipment (e.g. Purchase Requisitions, Purchase Orders, Spillage Reports, and RMAs) now allows for tags to be applied.

• • PAYABLES
    A couple of updates to Payables. First, when you are creating or editing a payable entry you can now assign a Payee to a Payable Entry Level in the newly added section on the level page. Also, when duplicating a line item in a Payable Entry, the name of the duplicated line will no longer include the word “duplicate” as it is unnecessary in this case.

• • INVOICES
    When sending an invoice via email, the send subject was showing the incorrect name. This has now been fixed.

• • CENTRAL STATION – UNLINK
    Unlinking a customer from a Central Station you are no longer using is now possible. On the Central Station section of the customer you will now see an Unlink button whenever the Central Station integration has been disconnected for whatever reason.

• • BOLD
    When shelling a customer to Bold with an account number that has previously been shelled, you will see a warning message notifying you of this. You will still be able to continue shelling, but will now be aware of the account number is already in use with Bold.

• • DOCUSIGN
    Provisioned at date is now working as expected in the DocuSign Integration settings.

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.

• • COMPANY AVERAGE MONTHLY CHARGE DASHBOARD CARD
    The new company Average Monthly Charge dashboard card provides a view of your company’s average charge for different date ranges such as today, yesterday, last 30 days, and so on. Simply select the desired date range from the dropdown right on the card.

• • ALARM.COM
    You can now use the Apply Template feature when creating an Alarm.com customer or commitment in SecurityTrax (when applicable).

• • CONTRACT TERM CUSTOMER DASHBOARD CARD
    We have updated customer Contract Term dashboard card to now include and show the months after the contract has ended.

• • ALARM.COM PASSWORD
    The temporary username and password for new Alarm.com accounts is now properly showing up the first time you go in to manage the account.

• • ADT INTEGRATION
    Deleted equipment items that had previously been mapped in the ADT Integration settings will no longer cause any issues.