Release Notes
Stay up to date on the upcoming version of SecurityTrax.
Released on October 24, 2019
V3 development is ongoing. We hope you are liking what you see!
Check it out and let us know what you think.
New
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- TECH AVAILABILITY
You can now check the Tech’s Availability by clicking the Check Tech Availability button on the Appointments tab of a Customer Record. This new feature will allow you to check available appointment openings before you are ready to schedule.
- TECH AVAILABILITY
Enhancements
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- CUSTOMER DASHBOARD
We improved the look and feel of the top card on the Customer Dashboard to help streamline how the data is displayed.
- CUSTOMER DASHBOARD
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- ALARM.COM UPDATES
We updated our Alarm.com integration to include Builder programs and Receiver numbers.
- ALARM.COM UPDATES
Fixed
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- MY ACCOUNT
Mobile carriers are now saving on My Account.
- MY ACCOUNT
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- INVOICES AND RECURRING INVOICES
Recurring Invoices and Invoices can now be saved without issue. We fixed an issue where, on occasion, when creating a Recurring Invoice or Invoice a “Type Error” would appear and prevent creation.
- INVOICES AND RECURRING INVOICES
Released on October 3rd, 2019
IMPORTANT ANNOUNCEMENT: In an effort to improve our product with more thorough and robust testing, we are moving our release day from Mondays to Thursdays. Also, just a quick reminder that we have a release every 2 weeks.
V3 development is ongoing. We hope you are liking what you see!
Check it out and let us know what you think.
New
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- AT-RISK CARDS
Easily see your At-Risk entries due today, your recent At-Risk entries, and a summary of your At-Risk entries on the new dashboard cards now on your User Home.
- AT-RISK CARDS
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- DASHBOARD CATEGORY ICONS
In anticipation for different category cards on the User Home, we have added an icon on the cards that indicate which category the card information pertains to. These icons are located on the top right corner of the cards and expand to show what the icon represents.
- DASHBOARD CATEGORY ICONS
Enhancements
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- UPDATED ADD EQUIPMENT
There are now more ways to Add Equipment to a customer record. You can now add a single item, multiple items, copy from package, or copy from invoice.
- UPDATED ADD EQUIPMENT
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- ORG CHART
Org Chart uncategorized users are now visible on mobile.
- ORG CHART
Fixed
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- DOCUSIGN
Completed DocuSign envelopes are now locked and no longer editable.
- DOCUSIGN
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- ALARM.COM INTEGRATION
We fixed a bug with our Alarm.com Integration that caused issues when trying to enable the connection.
- ALARM.COM INTEGRATION
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- INVOICE BILLABLE ITEMS
We noticed that the Is Taxable option for an Invoice Billable Item was missing so we went ahead and added that in.
- INVOICE BILLABLE ITEMS
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- INVOICE PAYMENT
When creating an Invoice, you can now go to make a payment on the invoice and the amount will now pre-populate to the full amount due on the invoice.
- INVOICE PAYMENT
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- ADT WARNINGS ON IPAD
Some ADT warnings were not showing up on iPads so we fixed so that they now show up.
- ADT WARNINGS ON IPAD
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- EQUIPMENT PACKAGES
When adding an equipment package the quantities were not being added correctly. We have fixed the issue so all quantities will correctly be applied where selected.
- EQUIPMENT PACKAGES
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- USER FILTERS
The Filters on the User List are now working.
- USER FILTERS
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- INVOICE FROM ORDER TEMPLATE
Selecting the option to pre-populate an Invoice when applying an Order Template was not showing the Invoice unless you refreshed the page. We have fixed this so it now shows up without having to refresh.
- INVOICE FROM ORDER TEMPLATE
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- INVOICE ON IPAD
Invoice sliders are now functional on iPads.
- INVOICE ON IPAD
9.19.19
V3 development is ongoing. We hope you are liking what you see!
Check it out and let us know what you think.
New
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- UPDATED CUSTOMER TAB
All the information on the Order and System tabs have been combined and added to the Customer tab making it easier to view and get pertinent customer data all in one page.
- UPDATED CUSTOMER TAB
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- ORG CHART
Our first version of Org Chart is ready. Produce a visual representation of your personnel in hierarchal format. Reference contact information, Roles assigned to the User, and quickly jump to their individual User Record. Tell us what you think. Learn more…
- ORG CHART
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- COMPANY WORK ORDERS LIST
You can now view and manage all Company Work Orders on one page. You can find this page on the Company menu.
- COMPANY WORK ORDERS LIST
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- COMPANY AT-RISK LIST
Now available is the Company At-Risk page. View and manage all At-Risk entries on this page found on the Company menu.
- COMPANY AT-RISK LIST
Enhancements
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- COLUMN SORTING
Several of our lists have columns that are sortable. We have added helpful arrows to show which can be sorted and to indicate the current direction the column is sorted by.
- COLUMN SORTING
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- PAGINATED LIST TOTALS
All Paginated Lists will now show the count of items per page as well as a total count of items at the bottom of the list.
- PAGINATED LIST TOTALS
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- GLOBAL SEARCH DEFAULT
We have updated the Global Search to default to search by Customer first.
- GLOBAL SEARCH DEFAULT
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- CREDIT SCORE CARD UPDATE
Check out the newly improved Credit Score card on the Customer dashboard.
- CREDIT SCORE CARD UPDATE
Fixed
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- VOID PAYMENT
We fixed an issue that was not allowing payments to be voided.
- VOID PAYMENT
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- INVOICE PAID
Paid invoices were showing up as not paid on the list of invoices. That has been fixed.
- INVOICE PAID
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- NEGATIVE LINE ITEMS ON INVOICE
You can now have negative amounts on line items on invoices.
- NEGATIVE LINE ITEMS ON INVOICE
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- USER LIST FILTER
We fixed a couple issues on the User List. The filters were causing issues where clearing the filters was sometimes required. We also fixed the bug causing some of the Groups not showing up in the Filters section.
- USER LIST FILTER
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- ADT PRECHECK
We fixed an issue what was causing users to run the ADT Precheck again that was previously done when going to shell the account.
- ADT PRECHECK
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- CMS
When shelling with CMS we will now surface a warning when no zones exist to help successfully link an account.
- CMS
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- DOCUSIGN
We are now showing DocuSign errors to help the user know what is missing or what the problem is with DocuSign.
- DOCUSIGN