Release Notes

Stay up to date on the upcoming version of SecurityTrax.

Scheduled Release for December 2, 2019

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

Check it out and let us know what you think.

 

New
    • LEADS
      The long-awaited Leads feature is now available. Create Leads from the Create menu. Additionally, find Leads added to the main menu. Learn more…
Enhancements
    • ELECTRONIC DOCUMENTS
      A long requested feature — Support for multiple Electronic Document Provider accounts is now available. Additionally, create and access multiple envelopes on a customer. You will also notice we updated the naming of this feature from DocuSign to Electronic Documents. Learn more….
    • GLOBAL SEARCH FOR BUSINESS NAME
      You can now search for customers by Business Name. You can do this by searching for a Customer by Name on the global search. The results will now list Business names for commercial accounts.
Fixed
    • IS TAXABLE
      We fixed an issue with the Is Taxable feature on Billable Line Items.
    • GLOBAL MESSAGE
      Closing the Global Message no longer causes issues with use of the software.
    • ALARM.COM IMPORTS
      We had a few hick-ups with our new Alarm.com Imports feature, but those have now been fixed and the feature is ready to be used.

Released on November 14, 2019

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

Check it out and let us know what you think.

 

Enhancements
    • EQUIPMENT FILTERS
      As requested, we have added filters to the Company Equipment List.
    • UNINVOICED ITEMS ON INVOICE
      When creating an invoice, you can now add any equipment items on the Customer record that have not previously been invoiced. Simply select the Add Uninvoiced Items slider on the first step of creating an Invoice.
Fixed
    • INTERACTIVE SERVICE PROVIDER DISABLE
      You can now successfully disable an Interactive Service Provider Integration on Company Settings.
    • INTERACTIVE SERVICE PROVIDER SHELLING
      You no longer need to refresh the page when shelling an account with the Interactive Service Provider.
    • RECURRING INVOICES
      There are no longer issues with Recurring Invoices when trying to create a second Recurring Invoice with the same data as the first.
    • EQUIPMENT ITEM RETAIL VALUE
      Equipment Packages will now use the equipment items Retail value.

Released on October 31, 2019

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

Check it out and let us know what you think.

 

New
    • ALARM.COM IMPORTS
      We are excited to announce this new great feature. You can now Import Users and Customers from Alarm.com into SecurityTrax. The feature allows you to filter and preset data points before you import. This smart feature will check for duplicates and only import new records. Learn more…
Enhancements
    • EMERGENCY CONTACTS
      Emergency Contacts now have the passkey field for you to use.
    • INVOICES
      We have a couple of updates to Invoices. You can now add un-invoiced equipment items by simply selecting the slider on the first step of creating an Invoice. We also updated the formatting of the note that shows on the Invoice pdf.
    • NOTIFICATIONS
      We have updated the design of the Notification settings on mobile to make it easier to use.
Fixed
    • TASK TAGS
      We fixed an issue that was causing Tags on Tasks to not work properly.
    • USER PASSWORD
      When creating a User, if the password does not fit the requirements, you will see a notification at that time instead of after attempting to save the user record.
    • RECURRING INVOICES
      There are no longer issues with Recurring Invoices when trying to create a second Recurring Invoice with the same data as the first.
    • COMPANY MENU
      Zooming in or out no longer affect the Company Menu so it will no longer cause overlapping.
    • TAX ISSUE
      You can now create an invoice with a 0% tax without any issues.
    • INVOICES ERROR
      Periodically, there was an error when creating a new invoice. That bug has been fixed.
    • EQUIPMENT PACKAGES
      Adding an Equipment Package to an Invoice will now pull pricing from the package.
    • ORDER TEMPLATE EQUIPMENT QUANTITIES
      Equipment packages applied will now show the correct quantities everywhere.

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