We continue to work hard to improve our software as we also work hard to complete V3. Working together with our customers to focus on their needs and feedback has allowed us to make needed improvements and additions. This includes improving the Create Customer Wizard by adding a few helpful steps. We also added the ability to apply policies directly to the user. This, plus more. See below for details on this release.

Check it out and let us know what you think.

• • CREATE CUSTOMER WIZARD – UPDATED
    We added a few helpful steps to the Create Customer Wizard. Payment Methods, Work Order, and Schedule can now be completed as part of the creation of a customer. Also, at the end of the wizard you can now go directly to the shelling window with pre-filled data. All this will make it easier to get a customer created and shelled in a seamless process. Learn how…

• • USER POLICIES
    We added the ability to apply policies to the user and / or override group policies on a per user basis. Learn how…

• • REORDERD LISTS
    We have changed the order on lists such as Notes and Tasks to show the newest item at the top of the list.

• • TAGS ON EVERY CUSTOMER PAGE
    Customer Tags will now be easily available as we added them to the top of every screen on the customer record. Learn how…

• • CUSTOMER DASHBOARD
    We have made some general improvements to the Customer Dashboard such as allowing notes to be opened directly from the customer dashboard. Learn how…

• • PRECHECK
    We fixed an issue with the Precheck button where it was not resetting when a the account was unlinked.

• • SCROLLING
    We fixed an issue that was causing problems with scrolling.

• • INSTALLED DATE TIME ZONE
    We removed the time zone from displaying on the Install Date on a customer record.

“Quality is never an accident. It is always the result of intelligent effort.” – John Ruskin

We are grateful for all the feedback we have been receiving and would love for that to continue. Along with the helpful feedback which we work to incorporate into our software, we also work hard on testing and continually improving our software. This release has a few new features, improvement, and fixed bugs. Thanks for helping us make our product better. Keep the feedback coming!

Check it out and let us know what you think.

• • CANADIAN ADDRESS
    We updated the State/Province and Zip/Postal Code to accommodate Canadian Addresses.

• • CUSTOMER DASHBOARD
    We have developed the first version of the Customer Dashboard found on the left navigation on the customer record. Learn how…

• • INACTIVE TAGS
    Even though inactive tags do not show up on lists, they will now show up only on customer accounts where they had been previously applied.

• • INACTIVE FIELDS
    We have removed all inactive fields from all dropdown lists to avoid confusion.

• • WARRANTY NAME AND DURATION
    We added the Warranty Duration next to the name on the Warranty Term field. Now, you will see the warranty term name and duration in parenthesis next to it.

• • WORK ORDER SCHEDULING
    We fixed an issue on mobile that was not allowing scheduling appointments from a Work Order.

• • ADT PRE-CUT-IN AND CLEAN-UP
    We fixed an issue where the Pre-Cut-In and the Cleanup pages were not saving.

“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.

• 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.

• 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.

• 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.