Release on October 1, 2020

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.

• • CONTENT MANAGEMENT
    Admins, you can now create and manage Payment Types, Communication Reasons for customer notes, and Communication Dispositions also for customer notes.

• • APPOINTMENT DURATION
    Scheduling an appointment with the Default Users Scheduler Profile will look a little different. You will now choose the appointment duration before seeing available technicians. This will help ensure that the correct duration is accounted for and recorded on to the appointment.

• • INVOICES PAST DUE
    Past due amounts on invoices are no longer counting credits as past due.

• • CREATE CUSTOMER WORKFLOW – 7 STEP
    When using the 7 step Create Customer Workflow, you can now go Back to the Work Order and Scheduling steps and see the previously saved information.

• • INVOICES PAST DUE
    Past due amounts on invoices are no longer counting credits as past due.

• • DYNAMARK
    Additional Settings on Dynamark integration are now working and saving properly.

• • APPLY PAYMENT TO INVOICE
    Applying a payment to more than one invoice is now working properly.

• • FAILED PAYMENTS
    Processed failed payments were not displaying properly. That has been fixed and are now correctly listing the payments as failed.

• • PAYMENT RECEIPT EMAIL
    Payments that are set to send a receipt are now showing the correct email and email format in the Receipt Email field.