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

Check it out and let us know what you think.
 

• • CALENDAR VIEW PERMISSION
    We received some questions on how to view all Technician appointments on the calendar. So, we created a new permission called Calendar View in the Calendar Events section of the Permissions. Giving this permission to a User will allow them to view all Technician appointments on the Calendar.

• • PERMISSIONS UPDATE
    An updated Permissions UI simplifies Group creation as well as adding Users to existing Groups. It will now be easier to: Name your Group, Select Roles and Permissions, and Add Users. Learn more…

• • AT RISK
    Capture warning signs related to customer attrition and maximize the likelihood of keeping their business with our new V3 feature At Risk Learn more….

• • NOTIFICATION SETTINGS
    We updated the look and feel for the Global Notification Settings to make it easier for everyone to understand and use this feature.

• • USER ROLES
    When you look at a User’s Permission settings, you will now see the Roles assigned to them.

• • CUSTOMER PAYMENTS
    You can now add and apply Manual Payments to a customer with no issues.

• • WORK ORDER APPOINTMENTS
    We noticed and fixed an issue that was causing the Work Order Scheduling Calendar was not working too well on smaller screens.

• • ADT CREATE CUSTOMER WORKFLOW
    We fixed issues with the ADT Create Customer Workflow on Firefox where the PreCheck slider wasn’t working.

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

Check it out and let us know what you think.
 

• • ADT CREATE CUSTOMER WORKFLOW
    We updated the ADT Create Customer Workflow to include all required fields necessary to successfully shell an account with ADT.

• • PAYMENT METHOD
    To help make it clear what these fields mean, we have updated the names from Billing Start Date to Preferred Start Date and from Billing Date to Preferred Day of the Month.

• • TASKS
    We are improving how Tasks are listed to show the highest priority tasks first.

• • TASKS
    Tasks with no priority will now be listed with None as the priority instead of a default Medium. The Assignee issue is also fixed so that won’t disappear anymore.

• • UCC
    Device Types are now showing up when shelling with UCC.

• • CENTRAL STATIONS
    When we receive errors from the Central Stations, we will now display them for you.

• • CALENDAR
    We fixed a few issues with the Calendar, including issues with the wrong date being set when moving appointments; issues preventing moving of an appointment between technicians; and we also fixed the date picker so you can now choose a specific date.

• • CUSTOMER EQUIPMENT
    Bulk updates on Customer Equipment is now working correctly.

• • CREATE CUSTOMER WORKFLOWS
    There was some problems on the Create Customer Workflows when going back a step or two, but we got those all fixed now.

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

Check it out and let us know what you think.
 

• • CREDIT BUREAUS
    Admin management of Credit Bureaus is now available in V3. Learn more…

• • EQUIPMENT LINK TO SECURITYTRAX MASTER EQUIPMENT LIST
    Equipment items in V3 can now be linked to an item in the SecurityTrax Master Equipment List that we have started building up. Learn more…

• • EQUIPMENT KITS
    Equipment Kit creation and management is now available in V3. Learn more…

• • GROUP ROLES
    We have updated the Group Roles to include Task Assignee, At-Risk Assignee, and Work Order Assignee. We also removed Lead Admin. It is important that you or your admin go into the group permissions and update the roles that best apply. Note: Some of these roles are not usable yet as those feature are not yet fully ready in V3.

• • PREFERRED DATE ON PAYMENT METHOD
    You can now set the Preferred Start Date and Preferred Day of the Month fields on Payment Methods.

• • STAGES ACCOUNT NUMBER REQUEST
    When adding an account number on a Stages customer record, you can now click on the Add button to Request the next Account Number from the Account Number Block set in Admin.

• • ADT WORKFLOW
    When creating an account with the ADT Workflow, if the PreCheck fails you will not be able to click on the Shell Account button to prevent errors.

• • TAGS
    All Tags are now showing up. We fixed the bug that was causing some to not show up.

• • ADMIN USER LIST
    The Groups filter on the User List is now showing all groups.

• • CUSTOMER FILES
    Users without DocuSign permissions can now view the Files page of a Customer record without issues.

• • CUSTOMER WORKFLOW
    We found and fixed a few bugs in the Customer Workflow that were, on rare occasions, causing customer record duplication.

• • CUSTOMER ACCOUNTING
    When creating an Invoice or Recurring Invoice you will no longer see odd behavior like the invoice changing to a Credit Memo or strange tax errors preventing the saving.

• • USER INFORMATION
    There are no longer issues with editing and saving the User’s Information.

• • STAGES
    When shelling an account with a Stages Central Station, you will now see errors from the Central Station that may not allow you to shell.

• • PERMISSION POLICIES
    A few Policy types were getting errors when saving. That has been fixed.

• • TASK TAGS
    You can now click and view Tags on Tasks lists with no issues.