Release Notes
The latest new features, enhancements, and fixes within SecurityTrax. Subscribe to notifications below.Release Scheduled for January 11, 2021
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.
Enhancements
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- APPOINTMENT RESCHEDULE
We have added a Reschedule button on appointments that will take you to the scheduler page where you can view the Technician’s availability or use the Slot Scheduling profile (if enabled). Similarly, you can also use the scheduler when Duplicating an appointment.
- APPOINTMENT RESCHEDULE
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- RECURRING INVOICES
Payment Methods can now be added to the customer record while creating a Recurring Invoice.
- RECURRING INVOICES
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- TAGS
We have updated Customer and Lead Tags to include pagination for better optimization. This will help speed up the loading and selecting of tags.
- TAGS
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- PAYMENT METHODS NOTES
You can now enter numbers in Payment Method notes.
- PAYMENT METHODS NOTES
Fixed
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- INVOICES
Invoices are now showing correct totals on the PDFs.
- INVOICES
Release on December 17, 2020
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.
Enhancements
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- ADT VERIFY BUTTON
The ADT Verify functionality is now available. You will find this option in the Qualify section of the customer record.
- ADT VERIFY BUTTON
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- ALARM.COM
Commitments can now be terminated in SecurityTrax through the Alarm.com integration.
- ALARM.COM
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- INVOICE BILLABLE ITEMS
We have updated the Invoice Billable Items list to allow for sorting by columns (where applicable) and also added some filters to help manage and view the list easier.
- INVOICE BILLABLE ITEMS
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- TAGS
For better usability, applied tags are now grouped at the top of tags lists. Tag ID numbers have also been added to the Tags admin lists.
- TAGS
Fixed
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- PARTIAL REFUNDS
Partial refunds were not working as expected so we hid that feature for a bit. That has now been fixed and ready to use again.
- PARTIAL REFUNDS
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- ORDER TEMPLATES
Issues with creating an Order Template have been resolved.
- ORDER TEMPLATES
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- COMPANY EQUIPMENT DELETE
Company Equipment that exists anywhere on a customer record can no longer be deleted from the Company equipment list unless it is removed from all customer records.
- COMPANY EQUIPMENT DELETE
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- ZIP CODE VALIDATION
A missing zip code on a customer record was causing problems with creating work orders and order templates. This has been fixed and will no longer cause issues.
- ZIP CODE VALIDATION
Release on December 10, 2020
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.
New
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- ALARM.COM LINKING EQUIPMENT
Alarm.com equipment can be linked to SecurityTrax Customer Equipment when the SecurityTrax customer record is connected to the Alarm.com customer record making it easier to manage on just one combined list. To help view and manage this feature better, we have moved the Customer Equipment list to its own Equipment tab on the Customer Record. Learn more…
- ALARM.COM LINKING EQUIPMENT
Enhancements
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- BULK UPDATE CUSTOMER EQUIPMENT
We have vastly improved the UI and UX for Bulk Updating Customer Equipment making it easier to use.
- BULK UPDATE CUSTOMER EQUIPMENT
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- TAGS
We have added Tags to more locations. You can now add or remove Tags to Invoice, Quotes, Appointments, Office Locations, and Company Equipment.
- TAGS
Fixed
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- PURCHASE ORDERS
Purchase Orders emailed to vendors through our Inventory+ add-on are now correctly sending the right cost for equipment items.
- PURCHASE ORDERS
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- LEADS DASHBOARD MAP
We fixed an issue with the Leads map that was showing an incorrect location.
- LEADS DASHBOARD MAP
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- AVANTGUARD
The saved abort code is now being sent to AvantGuard when connecting or updating an account.
- AVANTGUARD
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- DOCUSIGN
Completed envelopes can now be deleted without issue.
- DOCUSIGN
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