Release on August 19, 2021

SecurityTrax development is ongoing to provide you with the best product. We hope you are liking what you see!

Check it out and let us know what you think.

• • ACCOUNT NUMBER BLOCKS
    Account Number Blocks are now available on all monitoring companies regardless of whether you are using the integration or not. Learn more…

• • EQUIPMENT DROPDOWN ON INVOICE TYPES
    The equipment dropdowns on invoice types has been expanded to a bigger window so that more details are shown when searching for an item.

• • LEAD DASHBOARD
    Lead Dashboard cards have been updated to include a clickable chevron that will take you directly to that section of the Lead record. Also, any cards that have a list of items that can be opened to view or edit are now clickable so you can open them right there from the dashboard.

• • LEAD STATUSES
    When creating a new Lead, you now have the option to select from all of the Lead Statuses you have set up on your site.

• • LEADS FILTER
    You can now filter the Leads list by callcenter rep by using the miscellaneous filter.

• • PAYMENT PROCESSING ID
    When Payment Processing is disabled on your site, the payment processing option will be disabled to help reduce confusion for users.

• • DATE SELECTOR
    All date selectors have been updated to allow for selecting one day. Simply select the same date as the start and end date.

• • INVENTORY RECIPIENT
    The inventory recipient list was not showing users if the list was more than 100. That has been fixed and all inventory recipients now show on applicable lists.

• • PERMISSIONS
    The Customer Communication permissions were moved from our internal group to the Customer section as a sub-permission under Customer Note.