Release Notes

Stay up to date on all SecurityTrax releases.

09.24.2018

“Every company’s greatest assets are its customers, because without customers there is no company.” – Michael Leboeuf, American Researcher, Consultant, Author

We want to thank all our customers who haven taken the time to try out our new beta product and submit feedback. This past development cycle was heavily focused on incorporating customer feedback. That is why you will see more items in the Improvements and Fixed sections than in the New section. Thanks for helping us make our product better. Keep the feedback coming!

Check it out and let us know what you think.


New
  • ADT RATE ADJUSTMENT
    We added a Rate Adjustment page to the ADT Manage Account modal to give you more options for updating shelled ADT accounts. Learn how…

  • ADT HOUSE ACCOUNT
    We added a House Account Reason field to the ADT shelling form and the ADT Update Order page.

Improvements
  • IMPROVED PERMISSIONS INTERFACE
    We updated the interface for applying a policy to a permission group to make it more intuitive. Learn how…

  • ADT PRECHECK ON ADT CENTRAL STATION CARD
    Since an ADT PreCheck is required for shelling an account with ADT we added the ADT PreCheck button to the ADT Central Station card so if the customer has not been PreCheck approved when you attempt to shell the account with ADT you can easily run a PreCheck on the customer from the Central Station card, eliminating the need to navigate away from that page. Learn how…

  • UNLINKING AN ADT ACCOUNT
    We moved the Unlink button inside the ADT Manage Account modal to make it easier for users to review any pertinent data on the account before deciding to unlink the account. Learn how…

  • FASTER LOAD TIMES
    We popped the hood and tweaked a few things to make the Equipment card load faster on the customer System page so you don’t need to wait to see your customers’ equipment.

  • AUTO-POPULATE ADT LEAD SOURCE
    If you have a lead source saved on the customer record we now auto-populate the Lead Source field when shelling an account with ADT to eliminate the need for duplicate data entry.

  • DEALER NUMBER
    When selecting a dealer number on a customer you will now see both the name and the number of the dealer number to make it easier for you to find the desired dealer number.

Fixed
  • BETTER ADT SHELLING EXPERIENCE
    We fixed an issue that was preventing unsaved data from being retained whenever an attempt to save failed because a required field was left blank while shelling an account with ADT.

  • INACTIVE USERS & TAGS
    We fixed an issue that was allowing inactive users and inactive tags to appear as selectable options throughout SecurityTrax.

  • NEW PAYMENT METHOD
    We fixed an issue with the Expiration field that was preventing the creation of new credit card payment methods.

  • AUTO-CLOSE CUSTOMER SEARCH TOOL
    We fixed an issue that was preventing the Customer Search tool from auto-closing once you select the desired customer from the search results.

  • PHONE FIELD ON ADT ECONTRACT
    We fixed an issue with the Phone field on the ADT eContract page.

  • USER TIME OFF APPOINTMENT LABEL
    We fixed an issue that was preventing the Time Off label from appearing on a user’s scheduled time off appointment on the calendar.

09.10.2018

“One…two…three…ready or not, here I come.”

Alarm.com dealers no longer need to play ‘Hide and Seek’ with their customers. We will help you find them quickly with the new Alarm.com customer lookup tool. We also made it easy for ADT dealers to compare ADT customer data with the customer data in SecurityTrax. Plus, we added, enhanced or fixed a bunch of other stuff too.

Check it out and let us know what you think.


New
  • ALARM.COM CUSTOMER LOOKUP
    We added a Customer Lookup tool to make it easier for Alarm.com dealers to link a customer account in SecurityTrax with the equivalent customer account in their Alarm.com dealer site. Learn how…

  • ALARM.COM LEADS
    We added a Leads page inside the Alarm.com integration to allow admin users to set up auto-imports of Alarm.com leads. Learn how…

  • ALARM.COM UPSELL OPPORTUNITIES
    We added a Tasks page inside the Alarm.com integration window to allow admin users to turn on the ability to automatically receive any new equipment or service requests submitted by customers via the Alarm.com mobile app. You can also set it up to auto-create a task that will be auto-assigned to a user of your choice to follow up on such opportunities. Learn how…

  • ADT VIEW DISCREPANCIES
    We added a button that allows you to view any data discrepancies between what you have saved in SecurityTrax and what ADT has stored for the customer. Learn how…

    NOTE: This button will only appear if there are any discrepancies.

  • CALENDAR APPOINTMENT TOOLTIP
    We added a couple more icons to the calendar appointment tooltip that allows you to edit the appointment details or view the work order associated with the appointment. Learn how…

Improvements
  • FASTER LOAD TIMES
    We popped the hood and tweaked a few things to make customer pages load faster so you don’t need to wait to see your customers’ data.

  • ENFORCED TAGS PERMISSIONS
    We updated the tool used to apply and remove tags (customer tags, notes tags, tasks tags, etc.) to be more flexible and allow better feedback to users who don’t have the proper permissions to perform an action.

  • DATA AUTO-POPULATION
    We implemented auto-population on certain data fields to eliminate the need for you to re-enter data that we can fetch for you.

  • ORDERED LIST OF MONTHLY CHARGES
    We numerically ordered the values in the Monthly Charge field to make it easier for you to find the desired value.

Fixed
  • EDIT APPOINTMENTS
    We fixed an issue that prevented a user from editing an appointment on a customer’s Appointments page.

  • CALENDAR DRAG AND DROP
    We fixed an issue that prevented a user from using drag and drop to move appointments on the calendar.

  • CUSTOMER LIST STARS
    We fixed an issue that prevented a user from being able to star or un-star a customer on the Customer List.

  • USER’S NAME
    We fixed an issue that was preventing the logged in user’s name from appearing in the upper right corner of the application.

  • CUSTOMER FILE UPLOAD
    We fixed an issue that was preventing a user from uploading a file on a customer record in certain situations.

  • ADT BILLING FREQUENCY
    The Billing Frequency field used when shelling an account with ADT magically disappeared so we brought it back.

  • MINOR FORMATTING ISSUES
    We tidied up a few things that were out of place to make the layout of certain pages cleaner and easier to read.

08.27.2018

Can you hear that? Mobile users everywhere are cheering! Why? Because this release features a new and improved mobile navigation interface to help users find what they need quickly. We also made important appointment details more accessible, sped up the permission group creation process, made data inside tables easier to read and added functionality for managing ADT customers. What can we say, we’ve been busy.

Check it out and let us know what you think.


New
  • ADT CUSTOMER CLEAN UP
    We added a Clean Up page to the ADT Manage Account window to allow users to perform clean ups on shelled ADT customers. Learn how…

  • UNLINK ALARM.COM ACCOUNTS
    We added the ability to unlink an Alarm.com customer account. Learn how…

  • CALENDAR APPOINTMENT TOOLTIP
    We added a tooltip that will appear when a user clicks on a calendar appointment to show more details about the appointment and provide links to other relevant information.

Improvements
  • IMPROVED MOBILE NAVIGATION
    We rearranged a few things and added new navigation menus to make navigation easier and more intuitive for mobile users.

  • PERMISSION SELECT ALL CHECKBOXES
    We added “Select All” checkboxes to the group permissions form to help users speed up the process of creating permissions. Learn how…

  • UNLINK CONFIRMATION
    We added a confirmation pop up window when unlinking an ADT account to prevent users from unlinking accounts accidentally.

  • HID ADT RESOLVED HOLDS
    We removed any resolved holds from the list of ADT holds so users can focus only on holds that still need to be resolved.

  • TABLE ZEBRA STRIPES
    We added zebra stripes to all tables to help users easily distinguish data in one row from data in another row.

Fixed
  • QUOTE / INVOICE AUTO-CREATION
    We fixed an issue that prevented a user from auto-creating a quote or invoice when applying an order template to a customer.

  • SAVING CREDIT MEMOS
    We fixed an issue that prevented credit memos from saving correctly.

  • EQUIPMENT ON A CUSTOMER ORDER
    We fixed an issue that prevented equipment from showing up on a customer order in certain situations.

  • SENDING INVOICES TO CUSTOMERS
    We fixed an issue where it appeared like an invoice could be sent to a customer without a customer email address.

  • ADT AGENCY SEARCH
    We fixed an issue that prevented users from being able to use the ADT Agency Search feature.

  • ADT BILLING INFORMATION
    We fixed an issue that prevented users from setting the default ADT payment method.

  • CUSTOMER FILES
    We fixed an issue that prevented users from viewing or downloading customer files in certain situations.

SecurityTrax V3 ‘MVP’ Completed!

Features Included in the V3 MVP Release.

GENERAL

  • Login / Logout / Session Management
  • Responsive UI Framework
  • Terms & Conditions
  • Privacy Policy
  • User Permissions
  • Home Screen
  • Links to feedback form and help documentation on Home Screen

CUSTOMER MANAGEMENT

  • Create Customer Wizard
  • Manage Customers
  • Customer List
  • Customer Search
  • Run / Manage Credit Reports
  • Run ADT PreChecks
  • Manage Customer Tags
  • Apply Order Templates
  • Manage Work Orders
  • View Scheduled Appointments
  • Manage Invoices / Recurring Invoices / Quotes / Credit Memos
  • Manage Payment Methods
  • Process / Manage Payments
  • Manage Equipment
  • Apply Equipment Packages
  • Shell and Manage ADT Accounts
  • Manage Notes / Tasks
  • Manage Emergency Contacts / Agency Contacts
  • View Log of Changes (History)
  • Manage Files
  • Manage All Customers’ Tasks
  • Shell and Manage Alarm.com Accounts

CALENDAR

  • View Personal Calendar
  • View Calendar of All Technicians
  • Manage Technician Appointments (via Work Orders)
  • Drag and Drop to Rearrange Appointments

USER MANAGEMENT

  • Create / Edit / Delete Users
  • Restrict User Login
  • Deactivate Users
  • Manage Login Credentials
  • Manage Employment Information
  • View Log of Changes (History)
  • Manage User Permissions
  • Manage Notifications
  • Manage Time Off

ADMINISTRATION

  • Manage Global Settings
  • Manage Office Locations
  • Manage Tags
  • Manage Equipment
  • Manage Activation Fees
  • Manage Contract Terms
  • Manage Customer Cancellation Reasons
  • Manage Dealer Numbers
  • Manage Monthly Charges
  • Manage Customer Warranties
  • Manage Customer Order Templates
  • Manage Form Defaults
  • Publish Company Messages
  • Manage Email / Invoice Settings
  • Manage Equipment Packages
  • Manage Interactive Services Providers
  • Manage Monitoring Companies
  • Manage Partner Companies
  • Manage Partner Company Campaigns
  • Manage Invoice Billable Items
  • Manage Appointment Subtypes

INTEGRATIONS

  • ADT
  • Alarm.com

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