New
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- CREDIT BUREAUS
Admin management of Credit Bureaus is now available in V3. Learn more…
- CREDIT BUREAUS
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- 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 LINK TO SECURITYTRAX MASTER EQUIPMENT LIST
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- EQUIPMENT KITS
Equipment Kit creation and management is now available in V3. Learn more…
- EQUIPMENT KITS
Enhancements
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- 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.
- GROUP ROLES
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- PREFERRED DATE ON PAYMENT METHOD
You can now set the Preferred Start Date and Preferred Day of the Month fields on Payment Methods.
- PREFERRED DATE ON PAYMENT METHOD
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- 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.
- STAGES ACCOUNT NUMBER REQUEST
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- 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.
- ADT WORKFLOW
Fixed
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- TAGS
All Tags are now showing up. We fixed the bug that was causing some to not show up.
- TAGS
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- ADMIN USER LIST
The Groups filter on the User List is now showing all groups.
- ADMIN USER LIST
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- CUSTOMER FILES
Users without DocuSign permissions can now view the Files page of a Customer record without issues.
- CUSTOMER FILES
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- CUSTOMER WORKFLOW
We found and fixed a few bugs in the Customer Workflow that were, on rare occasions, causing customer record duplication.
- CUSTOMER WORKFLOW
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- 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.
- CUSTOMER ACCOUNTING
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- USER INFORMATION
There are no longer issues with editing and saving the User’s Information.
- USER INFORMATION
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- 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.
- STAGES
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- PERMISSION POLICIES
A few Policy types were getting errors when saving. That has been fixed.
- PERMISSION POLICIES
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- TASK TAGS
You can now click and view Tags on Tasks lists with no issues.
- TASK TAGS