Release on November 3, 2022

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.

• • PERMISSIONS
    There is a new Lead policy for Sales Rep User on Calendar Event. When applied, this policy will only allow users to see leads where they are assigned the sales rep on the appointment.

• • REPORTS
    The Customer Equipment report type now has Paid Status as an option as both a filter and as a column.

• • PAYABLES
    We have a new Payable Formula value called Customer Has Email. This will allow you to verify in your payroll calculations whether an email address has been set on the customer.

• • TASKS
    The Task Details box is now much larger to support longer notes.

• • REPORTS – FILTER
    The Calendar Event Tags report filter was not working correctly and was only showing results for Install type appointments. That has now been fixed so that a report with this filter will now show calendar event/appointments of all types.