SecurityTrax development is ongoing to provide you with the best product. We are focusing on more internal testing and fixing bugs quicker to help improve the overall performance and user experience. In this release there are several fixes to bugs we found internally, some of which are listed below. We hope you are liking what you see!

Check it out and let us know what you think.

• • SALES REP PERMISSIONS
    There are new permission settings for scheduling sales appointments. Previously we just had a ‘Scheduling Profiles’ permission. That has been split into a ‘Sales Scheduling Profiles’ and a ‘Tech Scheduling Profiles’. With this release we automatically applied these new permissions to any group that previously had the scheduling profile permissions. This will allow for separate permissions for both sales and tech appointment scheduling.

• • MOBILE LINKS
    Customer and Lead phone numbers and addresses are now links when viewed on mobile devices. Select the links to make a call or look at an address on a map.

• • REPORTS
    Customer and Lead reports now include the ‘Updated at’ data point. Add this while editing your report.

• • ADT UPDATES
    Two updates for ADT. You now only need one set of credentials for the integration. We have also added the ‘House Account Suppress QSP’ slider in the Account Data section.

• • MOBILE
    We are improving the UI and views on mobile to improve usability and flow. This includes updating menu options; changing the size of fonts, windows, and buttons; and other improvements throughout the site.

• • CUSTOMER ACCOUNTING
    We fixed a few minor bugs on Customer Accounting as well as we made some improvements on labeling items and other small UI fixes.

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.

• • CLEAR PAYMENTS
    Mark non-processed payments as Cleared and add a Cleared Date with this added feature.

• • STAGES TESTING
    Set accounts on and off test on your Stages Central Stations including UCC, All American Monitoring, AvantGuard, and Rapid Response.

• • PERMISSION GROUPS
    We have added pagination to the list of Permission Groups for those that have large number of groups.

• • TAGS
    You can now manage Tags while in a modal/window as well as on the list view for each.

• • TABBING
    We have made some changes to allow for tabbing through data fields including dropdown lists.

• • QUOTES
    Quotes have been fixed to look like Quotes. Also, you can now create a quote on a lead without a zip code, but be aware that the tax will not calculate without a zip code.

• • LEADS LIST PAGINATION
    The Leads list now has pagination correctly showing up.

• • ERRORS
    Errors were not showing up correctly on Invoice Payments and Report. We have fixed those so the errors clearly show up.

• • CALL BACK DATE AND TIME
    Call back date and time can now be deleted after being set.

• • EQUIPMENT PACKAGES
    We fixed a few issues with equipment packages. If the package contains an invoice billable item is deleted or inactive, you will get a warning, but can still choose that package. Also, there is no longer a problem if an item has a price of zero dollars in the package.

• • REPORTS SORTING
    Sorting by dates is now working correctly and is in chronological order on reports.

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.

• • ALL AMERICAN MONITORING
    You can now utilize our All American Monitoring integration to effortlessly create and manage All American Monitoring customers without leaving SecurityTrax. Learn more…

• • ESC CENTRAL
    You can also now utilize our ESC Central integration to effortlessly create and manage ESC Central customers without leaving SecurityTrax. Learn more…

• • GLOBAL SEARCH
    Global Search: (the magnifying glass icon in main nav). Search for customers and leads by first and last name when using the search by name option.

• • ACCOUNT CLASS
    Create and manage Account Classes to apply to customer records.

• • APPOINTMENTS
    Appointment details now include On Site data including On the Way time, Check In time, and Check Out time. Additionally, you can now manage the reason an appointment is not able to be completed on here as well as on Tech at Work.

• • INVOICE BILLABLE ITEMS
    We have increased the number of characters you can enter on Invoice Billable Item descriptions to 6000 characters. This longer description will also show on invoices.

• • VENDOR DETAILS
    When enabling a piece of equipment for a specific vendor, the equipment cost you entered on your master equipment list for that piece of equipment will now be pre-populated by default. You can then change the pre-populated amount for the vendor if desired.

• • LIST SORTING
    Newly implemented sorting for additional columns on lists includes: Invoices, Work Order, Tasks, and At-Risk lists.

• • ORDER TEMPLATES
    The Order Templates admin interface was updated for easier use.

• • TAXES
    We fixed a couple bugs that were causing issues on invoices where the tax was either not editable or added incorrectly.

• • VALIDATE CREDENTIALS
    We have fixed an issue preventing the validation of credentials on Monitoring Companies.

• • USER EMAIL
    User emails can now have an apostrophe with no issue.

• • MOBILE
    We noticed some of our windows were not opening correctly on Safari iOS. We have fixed those issues.

• • ADT SELECT ALL
    ADT Integration settings Select All is now working as expected.

• • ALARM.COM
    We fixed a couple of issues with our Alarm.com integration. The lookup tool is now working. We also fixed an issue where the phone line present data point was not editable when the data was imported.

• • CREDIT DASHBOARD CARD
    There was a permission that was causing users to see an endless spinner. We have fixed that issue.

• • INVOICE CUSTOMER DASHBOARD CARD DATE
    The Invoice dashboard card on the customer dashboard was showing incorrect dates. The date was previously showing the creation date, but it is now is showing the Sale date. We also added the Due date.